华安聚恒精选A（011238）成立日期2021年3月18日，最新规模2.74亿。今年以来收益2.56%，同类排名 4407/8827；近一年收益40.15%，同类排名2990/8084；成立以来亏损10.99%。 华安聚恒精选A（011238）基金经理为陈泉宏。 1月9日，南网科技涨5.16%，截至发稿，报50.58元/股，成交1.02亿元，换手率0.36%，总市值285.63亿 元。 资料显示，南方电网电力科技股份有限公司位于广东省广州市越秀区东风东路水均岗6号粤电大厦，成 立日期1988年2月22日，上市日期2021年12月22日，公司主营业务涉及应用清洁能源技术和新一代信息 技术,通过提供"技术服务+智能设备"的综合解决方案,。主营业务收入构成为：试验检测及调试服务 31.99%，储能系统技术服务23.42%，智能配用电设备21.51%，智能监测设备11.11%，机器人及无人机 7.23%，其他4.69%，其他(补充)0.05%。 从基金十大重仓股角度 数据显示，华安基金旗下1只基金重仓南网科技。华安聚恒精选A（011238）三季度减持2.55万股，持有 股数28.1万股，占基金净值比例为5.31%，位 ...

Core Viewpoint - The stock of Southern Power Grid Technology Co., Ltd. experienced a decline of 1.84% on December 23, with a trading volume of 144 million yuan, indicating fluctuations in investor sentiment and trading activity [1]. Financing Summary - On December 23, the company had a financing buy amount of 10.83 million yuan and a financing repayment of 13.23 million yuan, resulting in a net financing outflow of 2.40 million yuan [1]. - The total financing and securities balance for Southern Power Grid Technology reached 311 million yuan, with the current financing balance of 306 million yuan accounting for 1.24% of the circulating market value, which is above the 70th percentile of the past year [1]. - In terms of securities lending, the company repaid 2,107 shares and sold 1,476 shares on December 23, with a selling amount of 64,400 yuan, while the securities lending balance was 5.18 million yuan, exceeding the 80th percentile of the past year [1]. Business Overview - Southern Power Grid Technology, established on February 22, 1988, and listed on December 22, 2021, is based in Guangzhou, Guangdong Province, and focuses on clean energy technology and new-generation information technology [2]. - The company's revenue composition includes testing and commissioning services (31.99%), energy storage system technology services (23.42%), smart distribution and power supply equipment (21.51%), smart monitoring equipment (11.11%), robotics and drones (7.23%), and other services (4.69%) [2]. - For the period from January to September 2025, the company reported a revenue of 2.099 billion yuan, a slight decrease of 0.51% year-on-year, while the net profit attributable to shareholders was 287 million yuan, reflecting a growth of 2.52% year-on-year [2]. Dividend Information - Since its A-share listing, Southern Power Grid Technology has distributed a total of 443 million yuan in dividends, with 395 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders include the E Fund National Robot Industry ETF, which is the sixth largest shareholder with 5.6186 million shares, and the Huaxia CSI Robot ETF, which increased its holdings by 872,000 shares to 4.6648 million shares [3]. - The Southern CSI 500 ETF is the eighth largest shareholder with 2.4785 million shares, having decreased its holdings by 83,400 shares [3]. - Hong Kong Central Clearing Limited is a new entrant among the top ten shareholders, holding 1.9711 million shares [3].

Core Viewpoint - Nanfang Electric Power Technology Co., Ltd. (南网科技) has experienced a stock price decline of 2.02% on December 23, with a current price of 43.55 CNY per share and a total market capitalization of 24.593 billion CNY. The company has seen a year-to-date stock price increase of 36.84% [1] Financial Performance - For the period from January to September 2025, Nanfang Electric reported a revenue of 2.099 billion CNY, a year-on-year decrease of 0.51%, while the net profit attributable to shareholders was 287 million CNY, reflecting a year-on-year increase of 2.52% [2] - The company has distributed a total of 443 million CNY in dividends since its A-share listing, with 395 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Nanfang Electric was 9,626, a decrease of 13.69% from the previous period. The average number of circulating shares per person increased by 15.86% to 23,727 shares [2] - The top ten circulating shareholders include various ETFs, with notable positions held by E Fund National Robot Industry ETF and Huaxia CSI Robot ETF, indicating a diversified institutional interest [3] Business Overview - Nanfang Electric specializes in clean energy technology and next-generation information technology, providing comprehensive solutions that include "technical services + smart devices." The main revenue sources are testing and commissioning services (31.99%), energy storage system technology services (23.42%), and smart distribution and power supply equipment (21.51%) [1]

Core Viewpoint - The news highlights the recent trading activity and financial performance of Southern Power Grid Technology Co., Ltd., indicating a mixed outlook with significant financing activity and slight revenue decline [1][2]. Financing Activity - On November 11, Southern Power Grid Technology experienced a financing buy-in of 24.57 million yuan, with a net buy of 2.86 million yuan after repayments [1]. - The total financing balance reached 334 million yuan, accounting for 3.03% of the circulating market value, which is above the 80th percentile of the past year [1]. - The company also reported a securities lending activity with 800 shares repaid and 37,200 shares sold, totaling 1.81 million yuan in sales [1]. Company Overview - Southern Power Grid Technology, established on February 22, 1988, and listed on December 22, 2021, is based in Guangzhou, Guangdong Province [2]. - The company specializes in clean energy technology and new-generation information technology, providing comprehensive solutions that include "technical services + smart devices" [2]. - The revenue composition includes testing and commissioning services (31.99%), energy storage system services (23.42%), smart distribution and power supply equipment (21.51%), and other segments [2]. Financial Performance - For the first nine months of 2025, the company reported a revenue of 2.099 billion yuan, a slight decrease of 0.51% year-on-year, while the net profit attributable to shareholders increased by 2.52% to 287 million yuan [2]. - Cumulatively, the company has distributed 370 million yuan in dividends since its A-share listing, with 322 million yuan in the last three years [3]. Shareholder Composition - As of September 30, 2025, the number of shareholders decreased by 13.69% to 9,626, while the average circulating shares per person increased by 15.86% to 23,727 shares [2]. - Notable institutional shareholders include the E Fund National Robot Industry ETF and the Huaxia CSI Robot ETF, with significant holdings and changes in positions [3].

Core Insights - On November 6, Nanfang Electric Power Technology Co., Ltd. (南网科技) experienced a stock price increase of 0.20% with a trading volume of 220 million yuan [1] - The company reported a financing buy-in amount of 13.77 million yuan and a financing repayment of 16.04 million yuan, resulting in a net financing outflow of 2.27 million yuan on the same day [1] - As of November 6, the total margin balance for Nanfang Electric Power was 336 million yuan, indicating a high level of financing activity [1] Financial Performance - For the period from January to September 2025, Nanfang Electric Power achieved a revenue of 2.099 billion yuan, reflecting a year-on-year decrease of 0.51% [2] - The company's net profit attributable to shareholders was 287 million yuan, showing a year-on-year increase of 2.52% [2] Business Composition - The main business revenue composition includes: - Testing and commissioning services: 31.99% - Energy storage system technology services: 23.42% - Intelligent distribution and power supply equipment: 21.51% - Intelligent monitoring equipment: 11.11% - Robotics and drones: 7.23% - Others: 4.69% [2] Shareholder Structure - As of September 30, 2025, the number of shareholders for Nanfang Electric Power was 9,626, a decrease of 13.69% from the previous period [3] - The average circulating shares per person increased by 15.86% to 23,727 shares [2][3] - Notable institutional shareholders include: - E Fund National Robot Industry ETF (新进股东) holding 5.6186 million shares - Huaxia CSI Robot ETF increasing its holdings by 872,000 shares to 4.6648 million shares [3]

Company Overview - Nanwang Technology Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on February 22, 1988. The company was listed on December 22, 2021. Its main business involves applying clean energy technology and next-generation information technology, providing comprehensive solutions through "technical services + smart devices" [1][2]. Financial Performance - For the first half of 2025, Nanwang Technology achieved operating revenue of 1.405 billion yuan, a year-on-year decrease of 9.66%. The net profit attributable to the parent company was 175 million yuan, down 5.38% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 370 million yuan in dividends, with 322 million yuan distributed over the past three years [3]. Stock Performance - As of October 24, the stock price of Nanwang Technology was 53.88 yuan per share, with a market capitalization of 30.426 billion yuan. The stock has increased by 68.61% year-to-date, but has seen a slight decline of 1.01% over the past five trading days [1]. - The stock's trading volume on October 24 was 136 million yuan, with a turnover rate of 1.10%. The net outflow of main funds was 14.7551 million yuan [1]. Shareholder Information - As of June 30, 2025, the number of shareholders of Nanwang Technology was 11,200, a decrease of 5.29% from the previous period. The average circulating shares per person increased by 5.59% to 20,478 shares [2]. - Among the top ten circulating shareholders, notable increases were seen in holdings by the Huaxia CSI Robot ETF and the Southern CSI 500 ETF, while Hong Kong Central Clearing Limited exited the top ten list [3]. Business Segments - The main revenue sources for Nanwang Technology include: testing and commissioning services (31.99%), energy storage system technology services (23.42%), smart distribution and utilization equipment (21.51%), smart monitoring equipment (11.11%), robotics and drones (7.23%), and other services (4.69%) [1]. Industry Classification - Nanwang Technology is classified under the electric power equipment industry, specifically in the sub-sector of grid automation equipment. It is associated with concepts such as energy storage, new energy, fuel cells, hydrogen energy, and smart grids [2].

Group 1 - The stock of Southern Power Grid Technology fell by 5.08%, trading at 54.41 yuan per share, with a total transaction volume of 158 million yuan and a turnover rate of 1.25%, resulting in a total market capitalization of 30.725 billion yuan [1] - Southern Power Grid Technology Co., Ltd. is based in Guangzhou, Guangdong Province, and was established on February 22, 1988, with its listing date on December 22, 2021. The company focuses on clean energy technology and next-generation information technology, providing comprehensive solutions through "technical services + smart devices" [1] - The main business revenue composition includes: testing and commissioning services (31.99%), energy storage system technology services (23.42%), smart distribution and utilization equipment (21.51%), smart monitoring equipment (11.11%), robotics and drones (7.23%), and others (4.69%) [1] Group 2 - From the perspective of major fund holdings, one fund under China Merchants Fund has a significant position in Southern Power Grid Technology. The China Merchants CSI Battery Theme ETF Linked A (016019) held 200 shares in the second quarter, ranking as the fourth-largest holding [2] - The China Merchants CSI Battery Theme ETF Linked A (016019) was established on July 12, 2022, with a latest scale of 40.64 million yuan. Year-to-date returns are 52.86%, ranking 353 out of 4218 in its category; the one-year return is 48.38%, ranking 426 out of 3875; and since inception, it has a loss of 17.44% [2] - The fund manager of the China Merchants CSI Battery Theme ETF Linked A is Xu Rongman, who has been in the position for 4 years and 214 days, managing total assets of 27.361 billion yuan, with the best fund return during the tenure being 54.81% and the worst being -60.92% [2]

Group 1 - The core point of the article highlights the performance of Southern Power Grid Technology Co., Ltd., which saw a stock price increase of 5.95% to 56.29 CNY per share, with a trading volume of 281 million CNY and a market capitalization of 31.787 billion CNY [1] - The company, established on February 22, 1988, and listed on December 22, 2021, focuses on clean energy technology and next-generation information technology, providing comprehensive solutions through "technical services + smart devices" [1] - The revenue composition of the company includes: testing and commissioning services (31.99%), energy storage system technology services (23.42%), smart distribution and utilization equipment (21.51%), smart monitoring equipment (11.11%), robotics and drones (7.23%), and other services (4.69%) [1] Group 2 - From the perspective of the top circulating shareholders, Huaxia Fund's Huaxia CSI Robotics ETF (562500) increased its holdings by 679,300 shares in the second quarter, now holding 3.7928 million shares, which is 1.66% of the circulating shares [2] - The estimated floating profit from this increase is approximately 11.9853 million CNY [2] - The Huaxia CSI Robotics ETF, established on December 17, 2021, has a current scale of 14.471 billion CNY, with a year-to-date return of 29.78% and a one-year return of 44.9% [2]

Group 1 - The core point of the article highlights the recent decline in the stock price of Southern Power Grid Technology, which fell by 5.18% to 57.46 CNY per share, with a trading volume of 142 million CNY and a turnover rate of 1.06%, resulting in a total market capitalization of 32.448 billion CNY [1] Group 2 - Southern Power Grid Technology Co., Ltd. is located in Guangzhou, Guangdong Province, and was established on February 22, 1988, with its listing date on December 22, 2021. The company focuses on clean energy technology and next-generation information technology, providing comprehensive solutions through "technical services + smart devices" [1] - The main business revenue composition includes: testing and commissioning services (31.99%), energy storage system technology services (23.42%), smart distribution and utilization equipment (21.51%), smart monitoring equipment (11.11%), robotics and drones (7.23%), and others (4.69%) [1] Group 3 - From the perspective of the top ten circulating shareholders, Huaxia Fund has increased its holdings in Southern Power Grid Technology, with the Huaxia CSI Robotics ETF (562500) adding 679,300 shares in the second quarter, holding a total of 3.7928 million shares, which accounts for 1.66% of the circulating shares. The estimated floating loss today is approximately 11.9094 million CNY [2] - The Huaxia CSI Robotics ETF (562500) was established on December 17, 2021, with a latest scale of 14.471 billion CNY. Year-to-date returns are 40.61%, ranking 1266 out of 4221 in its category; the one-year return is 51.95%, ranking 805 out of 3848; and since inception, the return is 9.25% [2] - The fund manager of Huaxia CSI Robotics ETF is Hualong, who has been in the position for 3 years and 50 days, managing a total fund asset size of 42.926 billion CNY, with the best fund return during the tenure being 116.77% and the worst being -15.08% [2]

Group 1 - The stock of Southern Power Grid Technology fell by 2.31% on September 25, with a trading volume of 468 million yuan [1] - On the same day, the company had a financing buy-in amount of 62.84 million yuan and a financing repayment of 64.60 million yuan, resulting in a net financing buy of -1.75 million yuan [1] - As of September 25, the total balance of margin trading for Southern Power Grid Technology was 335 million yuan [1] Group 2 - The company reported a revenue of 1.405 billion yuan for the first half of 2025, a year-on-year decrease of 9.66%, and a net profit attributable to shareholders of 175 million yuan, down 5.38% year-on-year [2] - The main business revenue composition includes testing and debugging services (31.99%), energy storage system technology services (23.42%), and smart distribution and power supply equipment (21.51%) [2] - As of June 30, 2025, the number of shareholders was 11,200, a decrease of 5.29% from the previous period [2] Group 3 - Southern Power Grid Technology has distributed a total of 370 million yuan in dividends since its A-share listing, with 322 million yuan distributed over the past three years [3] - The top ten circulating shareholders include various ETFs, with notable increases in holdings from Huaxia CSI Robotics ETF and Southern CSI 500 ETF [3] - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]