银川威力传动技术股份有限公司 投资者关系活动记录表 证券代码：300904 证券简称：威力传动 编号：2025-033 | 后将用于风电增速器智慧工厂（一期）及补充流动资金。相关工作 | | --- | | 正按计划稳步推进。 | | 2025 年 9 月 15 日，公司召开 2025 年第四次临时股东会，审议 | | 通过了《关于公司符合向特定对象发行 A 股股票条件的议案》《关 | | 于公司 2025 年度向特定对象发行 A 股股票方案的议案》等全部相关 | | 议案，为后续申报工作奠定了基础。 | | 根据监管要求，本次向特定对象发行股票事项尚需提交深圳证 | | 券交易所审核通过，并经中国证券监督管理委员会同意注册后方可 | | 实施。后续公司将严格按照相关法律法规的规定，及时履行信息披 | | 露义务。 | | 3、增速器智慧工厂目前建设的怎么样了？ | | 答：截至 2025 年 8 月底，公司对风电增速器智慧工厂累计实际 | | 投入金额为 12.31 亿元。目前，工程土建施工工作已全部完成，风 | | 电增速器智慧工厂（一期）仍处于建设期关键阶段，生产设备已基 | | 本到厂，整体建设进展顺 ...

融券方面，精进电动10月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量0.00股，融券余额0.00元，超过近一年90%分位水平，处于高位。 资料显示，精进电动科技股份有限公司位于北京市朝阳区博大路20号院金辉时八区10号楼，成立日期 2008年2月25日，上市日期2021年10月27日，公司主营业务涉及电驱动系统的研发、生产、销售及服 务。主营业务收入构成为：新能源汽车电驱动系统94.75%，技术开发及服务4.58%，出售废料等 0.68%。 10月9日，精进电动跌2.46%，成交额1.68亿元。两融数据显示，当日精进电动获融资买入额2169.52万 元，融资偿还1656.08万元，融资净买入513.44万元。截至10月9日，精进电动融资融券余额合计1.44亿 元。 融资方面，精进电动当日融资买入2169.52万元。当前融资余额1.44亿元，占流通市值的3.32%，融资余 额超过近一年70%分位水平，处于较高位。 截至6月30日，精进电动股东户数1.79万，较上期增加39.47%；人均流通股28999股，较上期减少 18.80%。2025年1月-6月，精进电动实现 ...

10月9日，大洋电机盘中下跌2.08%，截至10:03，报11.28元/股，成交6.94亿元，换手率3.34%，总市值 275.51亿元。 资金流向方面，主力资金净流出3883.23万元，特大单买入5722.10万元，占比8.24%，卖出9211.48万 元，占比13.27%；大单买入1.70亿元，占比24.44%，卖出1.74亿元，占比25.01%。 大洋电机所属申万行业为：电力设备-电机Ⅱ-电机Ⅲ。所属概念板块包括：小鹏汽车概念、比亚迪概 念、新能源车、充电桩、人形机器人等。 截至8月31日，大洋电机股东户数12.14万，较上期增加14.76%；人均流通股15067股，较上期减少 12.83%。2025年1月-6月，大洋电机实现营业收入62.41亿元，同比增长7.66%；归母净利润6.02亿元，同 比增长34.41%。 分红方面，大洋电机A股上市后累计派现38.49亿元。近三年，累计派现11.51亿元。 机构持仓方面，截止2025年6月30日，大洋电机十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1.16亿股，相比上期增加1106.32万股。南方中证1000ETF（512100）位居第九大 ...

Group 1 - The core viewpoint of the news is that Dayang Motor experienced a 5.5% increase in stock price, reaching 12.28 CNY per share, with a trading volume of 2.644 billion CNY and a turnover rate of 12.31%, resulting in a total market capitalization of 29.993 billion CNY [1] - Dayang Motor, established on October 23, 2000, and listed on June 19, 2008, is located in Zhongshan, Guangdong Province. The company specializes in the production and sales of micro-special motors, electric drive systems for new energy vehicles, starters and generators, and magnetic materials [1] - The revenue composition of Dayang Motor includes: 60.99% from motors for construction and home use, 26.56% from starters and generators, 11.62% from new energy vehicle powertrain systems, 0.80% from other supplementary sources, and 0.03% from car leasing [1] Group 2 - From the perspective of fund holdings, one fund under Bosera Asset Management has a significant position in Dayang Motor. The Bosera CSI 1000 Index Enhanced A Fund (016936) held 634,700 shares in the second quarter, accounting for 0.7% of the fund's net value, ranking as the eighth largest holding [2] - The Bosera CSI 1000 Index Enhanced A Fund, established on April 13, 2023, has a current scale of 359 million CNY. Year-to-date, it has achieved a return of 34.78%, ranking 1392 out of 4221 in its category; over the past year, it has returned 65.69%, ranking 1016 out of 3836; and since inception, it has returned 49.09% [2]

9月26日，大洋电机涨5.9%，截至发稿，报12.02元/股，成交15.39亿元，换手率7.21%，总市值293.58亿 元。 资料显示，中山大洋电机股份有限公司位于广东省中山市西区广丰工业大道1号,香港上环干诺道中200 号信德中心西座29楼2912室，成立日期2000年10月23日，上市日期2008年6月19日，公司主营业务涉及 微特电机、新能源汽车电驱动系统、汽车起动机及发电机和磁性材料等的生产和销售。主营业务收入构 成为：建筑及家居用电机60.99%，起动机及发电机26.56%，新能源车辆动力总成系统11.62%，其他(补 充)0.80%，汽车租赁0.03%。 从基金十大重仓股角度 截至发稿，林学晨累计任职时间4年74天，现任基金资产总规模14.08亿元，任职期间最佳基金回报 111.96%， 任职期间最差基金回报-27%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，兴银基金旗下1只基金重仓大洋电机。兴银中证1000指数增强A（ ...

Macro Strategy - The current economic situation indicates increasing pressure on stabilizing investment and consumption, suggesting that a new round of growth stabilization policies is imminent. The investment recovery is expected to be challenging, with cumulative fixed asset investment growth at 0.5% for the first eight months of the year, necessitating coordinated fiscal and monetary policies [25][26] - The anticipated timing for policy implementation is around mid to late October, with expectations that the new policies will not be as urgent as last year, given the current economic performance is better than in 2022 [25][26] - The direction of the new policies may include early use of debt quotas, introduction of new policy financial tools, and potential monetary policy easing to lower costs for home purchases and business investments [25][26] Macro Depth Report - The correlation coefficient between stock and bond returns is projected to rise from -0.238 in August to between -0.216 and -0.229 from September to November 2025, indicating a continuing upward trend in this correlation [27][28] - For portfolio management, it is suggested to allocate only 3% to 5% in stock indices to control maximum drawdown and volatility, with an optimal stock allocation ratio estimated between 18% and 21% [29] Industry Insights - The diesel generator market is expected to grow significantly, with a projected market size of 12.5 billion yuan in 2025, reflecting a year-on-year increase of 53%. The market is driven by the increasing demand for backup power in data centers and other commercial facilities [21] - The domestic diesel generator market is currently dominated by foreign and joint ventures, which account for 83% of the market share, indicating substantial room for domestic manufacturers to capture market share through local production and technological advancements [21] - Investment recommendations include focusing on domestic manufacturers such as Weichai Power and Yuchai International, which are well-positioned to benefit from the growing demand and potential for domestic substitution [21] Automotive Industry - The year 2025 marks a pivotal point for automotive intelligence, with expectations for electric vehicle penetration rates to reach 50%-80% over the next three years. Major players in intelligent driving have successfully implemented complex scenarios in urban environments [19][20] - A comparative evaluation of ten intelligent driving suppliers indicates that advancements in driving capabilities are narrowing the gap between leading and emerging players, with significant improvements noted in the second tier of suppliers [19][20]

Company Overview - Dayang Electric Co., Ltd. is located in Zhongshan, Guangdong Province, and was established on October 23, 2000. It was listed on June 19, 2008. The company specializes in the production and sales of micro-special motors, electric drive systems for new energy vehicles, starters and generators, and magnetic materials [2] - The main business revenue composition includes: 60.99% from building and household motors, 26.56% from starters and generators, 11.62% from new energy vehicle powertrain systems, 0.80% from other sources, and 0.03% from car leasing [2] - As of August 31, the number of shareholders reached 121,400, an increase of 14.76% compared to the previous period, with an average of 15,067 circulating shares per person, a decrease of 12.83% [2] Financial Performance - For the first half of 2025, Dayang Electric achieved operating revenue of 6.241 billion yuan, a year-on-year increase of 7.66%, and a net profit attributable to shareholders of 602 million yuan, a year-on-year increase of 34.41% [2] - The company has cumulatively distributed 3.849 billion yuan in dividends since its A-share listing, with 1.151 billion yuan distributed in the last three years [3] Stock Market Activity - On September 25, Dayang Electric's stock price fell by 2.17%, trading at 11.26 yuan per share, with a total transaction volume of 1.909 billion yuan and a turnover rate of 9.12%, resulting in a total market capitalization of 27.502 billion yuan [1] - Year-to-date, Dayang Electric's stock price has increased by 96.13%, with a 6.23% increase over the last five trading days, a 34.05% increase over the last 20 days, and a 71.39% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on September 23, where it recorded a net purchase of 101 million yuan [1] Shareholding Structure - As of June 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 116 million shares, an increase of 11.0632 million shares compared to the previous period. The Southern CSI 1000 ETF ranks as the ninth largest circulating shareholder, holding 15.7781 million shares, an increase of 3.1166 million shares [3]

数据显示，广发基金旗下1只基金重仓精进电动。广发鑫和混合A（004750）二季度持有股数29.26万 股，占基金净值比例为0.21%，位居第二大重仓股。根据测算，今日浮盈赚取约12.87万元。 9月25日，精进电动涨5.1%，截至发稿，报9.06元/股，成交5094.35万元，换手率1.10%，总市值53.47亿 元。 资料显示，精进电动科技股份有限公司位于北京市朝阳区博大路20号院金辉时八区10号楼，成立日期 2008年2月25日，上市日期2021年10月27日，公司主营业务涉及电驱动系统的研发、生产、销售及服 务。主营业务收入构成为：新能源汽车电驱动系统94.75%，技术开发及服务4.58%，出售废料等 0.68%。 从基金十大重仓股角度 截至发稿，吴迪累计任职时间5年143天，现任基金资产总规模774.2亿元，任职期间最佳基金回报 25.09%， 任职期间最差基金回报0.84%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 广发鑫和混合A（0 ...

截至发稿，朱海东累计任职时间6年72天，现任基金资产总规模14.78亿元，任职期间最佳基金回报 63.16%， 任职期间最差基金回报-27.27%。 顾弘原累计任职时间4年122天，现任基金资产总规模4.84亿元，任职期间最佳基金回报48.09%， 任职 期间最差基金回报-23.03%。 9月23日，大洋电机涨5.08%，截至发稿，报11.17元/股，成交14.43亿元，换手率7.19%，总市值272.82 亿元。 资料显示，中山大洋电机股份有限公司位于广东省中山市西区广丰工业大道1号，成立日期2000年10月 23日，上市日期2008年6月19日，公司主营业务涉及微特电机、新能源汽车电驱动系统、汽车起动机及 发电机和磁性材料等的生产和销售。主营业务收入构成为：建筑及家居用电机60.99%，起动机及发电 机26.56%，新能源车辆动力总成系统11.62%，其他(补充)0.80%，汽车租赁0.03%。 从基金十大重仓股角度 数据显示，财通基金旗下1只基金重仓大洋电机。财通中证1000指数增强A（019270）二季度持有股数 11.8万股，占基金净值比例为1.08%，位居第一大重仓股。根据测算，今日浮盈赚取约6. ...

Group 1 - The core viewpoint of the news is the performance and market position of Dayang Electric, which saw a stock price increase of 5.07% to 10.15 CNY per share, with a total market capitalization of 24.791 billion CNY [1] - Dayang Electric, established on October 23, 2000, and listed on June 19, 2008, specializes in the production and sales of micro-special motors, electric drive systems for new energy vehicles, starters, generators, and magnetic materials [1] - The revenue composition of Dayang Electric includes: 60.99% from building and home electric motors, 26.56% from starters and generators, 11.62% from new energy vehicle powertrain systems, 0.80% from other sources, and 0.03% from car rentals [1] Group 2 - From the perspective of fund holdings, one fund under China International Capital Corporation (CICC) has a significant position in Dayang Electric, with 78,100 shares held, accounting for 0.71% of the fund's net value [2] - The CICC fund, named CICC CSI 1000 Index Enhanced Initiation A (017733), has achieved a year-to-date return of 30.95% and a one-year return of 69.27% [2] - The fund managers, Geng Shuaijun and Wang Yangfeng, have varying tenures and performance records, with Geng having a tenure of 4 years and 337 days and Wang having 3 years and 253 days [2]