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中电鑫龙:公司已构建“智慧用能、智慧城市、智慧新能源”三大业务板块
Zheng Quan Ri Bao· 2026-01-27 10:16
证券日报网讯 1月27日,中电鑫龙在互动平台回答投资者提问时表示,股票价格受证券市场环境等综合 因素影响,公司围绕"做强做大智慧用能、做稳做强智慧城市、全力推动新能源业务发展"三大战略,积 极拓展市场、强化生产经营与降本增效,持续提升核心竞争力。公司已构建"智慧用能、智慧城市、智 慧新能源"三大业务板块,拥有自主可控产品、技术研发、资质、品牌、营销及人才等多重竞争优势。 智慧用能板块提供智能输配电设备及电力服务整体方案,实现设备数字化、智能化、小型化、人机化; 智慧新能源板块聚焦储能产品制造、系统集成及光储项目开发,打造"源-网-荷-储"一体化解决方案;智 慧城市板块以人工智能、物联网、云计算、大数据为核心,构建"边、网、云、用"数字化平台,输出自 主可控的技术、产品与运营模式。 (文章来源:证券日报) ...
电网设备板块反复活跃,最牛股中能电气周涨超78%丨透视一周牛熊股
Market Overview - A-shares indices experienced an overall increase during the week of November 3 to November 7, with the Shanghai Composite Index closing at 3997.56 points, up 1.08% for the week [2] - Approximately 55% of stocks saw gains, with 144 stocks rising over 15% and 22 stocks declining over 15% [2] Leading Stocks - Zhongneng Electric (300062.SZ) led the weekly gainers with a remarkable increase of 78.37%, while Huasheng Lithium (688353.SH) followed with a 61.16% rise [2][3] - The top ten stocks on the bull list all recorded weekly gains exceeding 45% [2] Industry Insights - The electric grid equipment sector has shown significant activity, with Zhongneng Electric being a key player in this industry, focusing on power technology research and smart power distribution equipment [3] - The State Grid Corporation of China completed fixed asset investments exceeding 420 billion yuan from January to September, marking an 8.1% year-on-year increase [5] - The total investment by the State Grid is expected to surpass 650 billion yuan for the year, indicating a peak in equipment bidding for ultra-high voltage projects [6] Company Performance - Zhongneng Electric reported a total revenue of 957 million yuan for the first three quarters of 2025, a decrease of 4.3% year-on-year, but net profit increased by 223.05% to 5.11 million yuan [7] - The company experienced a significant quarterly revenue increase of 108.48% in Q3 2025, with net profit rising by 159.64% [7] Declining Stocks - Huide Technology (603192.SH) was the worst performer, with a weekly decline of 24.78%, and it faced consecutive trading halts [9][10] - The company reported a total revenue of 1.891 billion yuan for the first three quarters of 2025, down 9.87% year-on-year, while net profit saw a slight increase of 0.17% [10] Strategic Partnerships - Huide Technology announced a strategic partnership with Novoloop to expand the production scale of thermoplastic polyurethane, establishing a long-term cooperation framework [11]