数据显示，华安基金旗下1只基金位居通合科技十大流通股东。华安智能装备主题股票A（001072）二 季度新进十大流通股东，持有股数149.76万股，占流通股的比例为0.97%。根据测算，今日浮盈赚取约 236.62万元。 10月10日，通合科技涨5.05%，截至发稿，报32.89元/股，成交3.16亿元，换手率6.36%，总市值57.65亿 元。 资料显示，石家庄通合电子科技股份有限公司位于河北省石家庄高新区漓江道350号，成立日期1998年 12月21日，上市日期2015年12月31日，公司主营业务涉及高频开关电源及相关电子产品的研发、生产和 销售,军品业务。主营业务收入构成为：新能源功率变换产品65.68%，智能电网电源产品20.15%，定制 类电源及检测业务11.90%，其他(补充)2.27%。 从通合科技十大流通股东角度 从基金十大重仓股角度 数据显示，华安基金旗下1只基金重仓通合科技。华安智能装备主题股票A（001072）二季度持有股数 149.76万股，占基金净值比例为3.06%，位居第九大重仓股。根据测算，今日浮盈赚取约236.62万元。 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 ...

9月29日，通合科技涨5.46%，截至发稿，报32.06元/股，成交1.13亿元，换手率2.32%，总市值56.19亿 元。 资料显示，石家庄通合电子科技股份有限公司位于河北省石家庄高新区漓江道350号，成立日期1998年 12月21日，上市日期2015年12月31日，公司主营业务涉及高频开关电源及相关电子产品的研发、生产和 销售,军品业务。主营业务收入构成为：新能源功率变换产品65.68%，智能电网电源产品20.15%，定制 类电源及检测业务11.90%，其他(补充)2.27%。 从通合科技十大流通股东角度 数据显示，华安基金旗下1只基金位居通合科技十大流通股东。华安智能装备主题股票A（001072）二 季度新进十大流通股东，持有股数149.76万股，占流通股的比例为0.97%。根据测算，今日浮盈赚取约 248.6万元。 从基金十大重仓股角度 数据显示，华安基金旗下1只基金重仓通合科技。华安智能装备主题股票A（001072）二季度持有股数 149.76万股，占基金净值比例为3.06%，位居第九大重仓股。根据测算，今日浮盈赚取约248.6万元。 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 ...

Group 1 - The core viewpoint of the news is that Tonghe Technology's stock has experienced a decline of 5.02%, with a current price of 31.06 CNY per share and a total market capitalization of 5.444 billion CNY [1] - Tonghe Technology, established on December 21, 1998, specializes in the research, production, and sales of high-frequency switch power supplies and related electronic products, including military products [1] - The main revenue composition of Tonghe Technology includes 65.68% from new energy power conversion products, 20.15% from smart grid power supply products, 11.90% from customized power supplies and testing services, and 2.27% from other sources [1] Group 2 - Huazheng Fund's Huazheng Intelligent Equipment Theme Stock A (001072) has entered the top ten circulating shareholders of Tonghe Technology, holding 1.4976 million shares, which accounts for 0.97% of the circulating shares [2] - The fund has reported a floating loss of approximately 2.4561 million CNY due to the decline in Tonghe Technology's stock price [2][4] - The fund has achieved a year-to-date return of 42.52% and a one-year return of 89.99%, ranking 942 out of 4220 and 747 out of 3814 respectively [2] Group 3 - The fund manager of Huazheng Intelligent Equipment Theme Stock A is Liu Changchang, who has been in the position for 5 years and 261 days, with a total fund asset size of 6.642 billion CNY [3] - During Liu's tenure, the best fund return was 237.59%, while the worst return was 12.7% [3] Group 4 - Huazheng Intelligent Equipment Theme Stock A holds 1.4976 million shares of Tonghe Technology, representing 3.06% of the fund's net value, making it the ninth-largest holding [4]

Group 1 - The core point of the news is that Tonghe Technology's stock price dropped by 5.48% to 34.50 CNY per share, with a trading volume of 380 million CNY and a turnover rate of 6.80%, resulting in a total market capitalization of 6.028 billion CNY [1] - Tonghe Technology, established on December 21, 1998, and listed on December 31, 2015, is located in Shijiazhuang, Hebei Province. The company specializes in the research, production, and sales of high-frequency switch power supplies and related electronic products, including military products [1] - The revenue composition of Tonghe Technology includes 65.68% from new energy power conversion products, 20.15% from smart grid power supply products, 11.90% from customized power supplies and testing services, and 2.27% from other supplementary products [1] Group 2 - Huazhang Fund's Huazhang Intelligent Equipment Theme Stock A (001072) has entered the top ten circulating shareholders of Tonghe Technology, holding 1.4976 million shares, which accounts for 0.97% of the circulating shares. The estimated floating loss today is approximately 2.9952 million CNY [2] - The fund has achieved a return of 30.95% this year, ranking 1075 out of 4222 in its category, and a return of 70.85% over the past year, ranking 911 out of 3789 [2] - The fund manager of Huazhang Intelligent Equipment Theme Stock A is Liu Changchang, who has been in the position for 5 years and 242 days, with a total fund asset size of 6.642 billion CNY and a best fund return of 226.61% during his tenure [3] Group 3 - Huazhang Intelligent Equipment Theme Stock A holds 1.4976 million shares of Tonghe Technology, representing 3.06% of the fund's net value, making it the ninth largest holding. The estimated floating loss today is approximately 2.9952 million CNY [4]

Core Viewpoint - The company, established in 2001, has evolved from high-frequency switch power supply to becoming a leader in HVDC for data centers, with significant milestones including acquiring Eaton's indoor communication power business in 2009 and entering the power informationization sector through the acquisition of Zhongheng Borui in 2012. The company has formed two main segments: power electronics manufacturing and power digitalization, with a projected net profit of 110 million yuan in 2024, representing a year-on-year increase of 178.5% [1] Group 1 - The rapid iteration of AIGC is accelerating capital expenditure among major global internet companies, with high-power AI chips driving the upgrade of data center power supply systems. HVDC is expected to become the preferred solution due to its efficiency, reliability, space optimization, and rapid deployment capabilities [2] - The company has established a strong position in the domestic market, with its HVDC power products widely applied in large cloud computing data centers represented by BAT and third-party colo data centers, leading in market share and conversion efficiency [2] - The company is actively expanding into overseas markets to capture growth opportunities in AIDC, with expectations of further strengthening its leading position as HVDC technology upgrades to 800V and penetration rates increase [2] Group 2 - As a leading player in the domestic HVDC sector, the company is well-positioned to benefit from new opportunities in AIDC construction, with projected net profits of 206 million, 337 million, and 490 million yuan for 2025-2027, corresponding to EPS of 0.37, 0.60, and 0.87 yuan per share [3] - The company is compared with peers such as Tonghe Technology, Oulutong, and Magmiter, with a target price of 16.47 yuan per share based on a 45x PE ratio for 2025, initiating coverage with a "buy" rating [3]

随着投资热度的回升， 锂电行业多家企业IPO传来新进展！部分企业或开启申购、或顺利敲钟上市，也有企业一波三折，再次按下" 暂停 键"。 3月31日，从 深交所网站获悉， 共有16家企业更新IPO审核状态为"中止"， 其中有4家企业属于锂电行业，中止原因均为 财务资料已过有效 期。 01 电池端： 朗泰通科技原拟募资7亿元 东莞市朗泰通科技股份有限公司成立于2015年12月17日，是 专注电池研发、生产、销售与服务的高新技术企业，深耕电池行业20多年，目 前拥有磷酸铁锂、三元、镍氢等多种类的电池产线，主营产品包括32、26、18等系列圆柱电池及方向电池。 朗泰通科技于2022年10月开始辅导备案，2023年6月获受理，同年7月已问询，今年3月因 财务资料过期被中止。 招股书显示， 朗泰通科技 本次IPO计划募资7.02亿元，用于两大项目和补充流动资金，其中磷酸铁锂电池生产基地建设项目、研发中心建设 项目均 已获得相关主管部门的审批或备案。 | | | | | 单位: 万元 | | --- | --- | --- | --- | --- | | 序号 | 项目名称 | 总投资额 | 拟投入募集资金 | 建设期 | ...