9月8日，杭州柯林涨5.69%，截至发稿，报40.49元/股，成交3986.51万元，换手率0.67%，总市值62.11 亿元。 资料显示，杭州柯林电气股份有限公司位于浙江省杭州市北软路1003号，成立日期2002年12月12日，上 市日期2021年4月12日，公司主营业务涉及电气设备健康状态智能感知与诊断预警装置的研发、生产和 销售,并提供电力相关技术服务。主营业务收入构成为：储能系统70.26%，电网数字化智能感知产品 20.83%，电力相关技术服务7.53%，电站运营1.23%，其他0.14%。 截至发稿，孔祥鹏累计任职时间8年75天，现任基金资产总规模1.31亿元，任职期间最佳基金回 报-2.68%， 任职期间最差基金回报-11.58%。 韩辰尧累计任职时间2年193天，现任基金资产总规模7.88亿元，任职期间最佳基金回报5.37%， 任职期 间最差基金回报-9.55%。 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。 从基金十大重仓股角度 责任编辑：小浪快报 数 ...

Group 1 - The core viewpoint of the news is that Hangzhou Kelin Electric Co., Ltd. has seen a stock price increase of 5.03%, reaching 42.21 yuan per share, with a total market capitalization of 6.475 billion yuan [1] - The company specializes in the research, production, and sales of intelligent perception and diagnostic warning devices for the health status of electrical equipment, along with providing related technical services [1] - The revenue composition of the company includes 70.26% from energy storage systems, 20.83% from digital intelligent sensing products for the power grid, 7.53% from power-related technical services, 1.23% from power station operations, and 0.14% from other sources [1] Group 2 - From the perspective of fund holdings, one fund under Wanjia Fund has a significant position in Hangzhou Kelin, with 40,100 shares held, accounting for 5.37% of the fund's net value, making it the fifth-largest holding [2] - The Wanjia New Energy Theme Mixed Fund A (015796) has a current scale of 15.7417 million, and it has experienced a loss of 9.17% this year, ranking 1 out of 2 in its category [2] - Since its inception, the Wanjia New Energy Theme Mixed Fund A has incurred a loss of 34.84% [2]

融券方面，杭州柯林8月26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，杭州柯林电气股份有限公司位于浙江省杭州市北软路1003号，成立日期2002年12月12日，上 市日期2021年4月12日，公司主营业务涉及电气设备健康状态智能感知与诊断预警装置的研发、生产和 销售,并提供电力相关技术服务。主营业务收入构成为：储能系统70.26%，电网数字化智能感知产品 20.83%，电力相关技术服务7.53%，电站运营1.23%，其他0.14%。 8月26日，杭州柯林跌0.74%，成交额6685.84万元。两融数据显示，当日杭州柯林获融资买入额664.94 万元，融资偿还691.97万元，融资净买入-27.03万元。截至8月26日，杭州柯林融资融券余额合计2.46亿 元。 融资方面，杭州柯林当日融资买入664.94万元。当前融资余额2.46亿元，占流通市值的4.00%，融资余 额超过近一年90%分位水平，处于高位。 分红方面，杭州柯林A股上市后累计派现1.45亿元。近三年，累计派现6104.28万元 ...

Core Viewpoint - The company, Hangzhou Colin Electric Co., Ltd., reported a decline in revenue from its main business segments, specifically in the digital intelligent sensing products for the power grid and related technical services, with a total revenue of 541.37 million yuan in 2024, reflecting a year-on-year decrease of 11.38% and 14.37% respectively [2][11][12]. Group 1: Business Performance - The revenue from digital intelligent sensing products was 112.76 million yuan in 2024, down from 127.23 million yuan in 2023, a decrease of 11.38% [2][11]. - The revenue from power-related technical services was 40.79 million yuan in 2024, down from 47.64 million yuan in 2023, a decrease of 14.37% [2][11]. - The revenue generated in Zhejiang province was 71.49 million yuan, showing a significant decline of 42.72% year-on-year [2]. Group 2: Sales Channels and Customer Base - The company primarily acquires business through inquiry, bidding, and competitive negotiation, with inquiry accounting for 76.28% of sales in the digital intelligent sensing products segment [4][7]. - The major customers for digital intelligent sensing products are concentrated in the state grid and southern grid subsidiaries, with significant sales through e-commerce procurement [7][12]. - The company’s major clients include Beijing Zhongdian Puhua Information Technology Co., Ltd., which significantly contributes to the revenue from power-related technical services [9][12]. Group 3: Inventory and Order Coverage - The company employs a production model combining "sales-driven production" and "safety stock," maintaining appropriate inventory levels based on customer contracts and actual shipments [12][14]. - As of the end of 2024, the company had a substantial inventory balance, with a year-end order coverage rate of 52.45% for digital intelligent sensing products and 55.75% for power-related technical services [13][14]. - The long inventory aging is primarily due to the need to meet diverse customer demands, with a significant portion of inventory being digital intelligent sensing products [12][14]. Group 4: R&D and Future Outlook - The company invested 22.68 million yuan in R&D for digital intelligent sensing products and power-related technical services in 2024, resulting in the acquisition of 5 invention patents and 7 utility model patents [12][19]. - The company is actively expanding into the energy storage sector, with a reported revenue of 38.04 million yuan from energy storage systems in 2024, marking a significant increase of 1,598.95% year-on-year [16][19]. - The company aims to leverage opportunities in the energy transition and carbon neutrality initiatives, enhancing its product offerings in the energy storage market [18][19].