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奥特迅(002227.SZ):现阶段公司暂无商业航天领域专项业务布局
Ge Long Hui· 2026-01-15 06:42
Group 1 - The company, Aotexun (002227.SZ), currently does not have a dedicated business layout in the commercial aerospace sector [1] - The company remains focused on core areas such as electric power, nuclear power, and energy storage and charging [1]
奥特迅:公司现阶段暂无商业航天领域专项业务布局
Mei Ri Jing Ji Xin Wen· 2026-01-15 04:04
Core Viewpoint - The company has previously supplied direct current power products to the aerospace sector but has not established deep cooperation or large-scale applications in this field. Currently, the company does not have specific business plans for the commercial aerospace sector and remains focused on core areas such as electric power, nuclear power, and energy storage charging [1]. Group 1 - The company has supplied products to the aerospace sector in the past [1] - There is no deep cooperation or large-scale application in the aerospace field at present [1] - The company is not currently planning any specific business initiatives in the commercial aerospace sector [1] Group 2 - The company continues to focus on core areas including electric power, nuclear power, and energy storage charging [1]
奥特迅:公司与中广核工程有限公司在陆丰核电项目达成合作,目前已签订了常规直流及不间断电源系统订单
Mei Ri Jing Ji Xin Wen· 2026-01-15 04:03
Group 1 - The company has established a partnership with China General Nuclear Power Engineering Co., Ltd. for the Lufeng nuclear power project, which is a significant development in its nuclear power sector [1] - The company has signed orders for conventional direct current and uninterruptible power supply systems, marking an important achievement in its nuclear power system business [1]
奥特迅:公司与大连融科已建立合作,新疆吉木萨尔三峡能源光储项目的可靠电源系统就是公司进行供货
Mei Ri Jing Ji Xin Wen· 2026-01-15 04:03
Group 1 - The company has established a partnership with Dalian Rongke [1] - The reliable power supply system for the Xinjiang Jimusaer Three Gorges Energy solar-storage project is supplied by the company [1] - This collaboration enhances the stable operation of large-scale solar-storage projects [1]
算力吞噬电力北美电网告急!马斯克重磅发声瓦特即货币,激活电网设备投资逻辑
Xin Lang Cai Jing· 2026-01-13 11:27
Group 1 - Guodian NARI (600406) is a state-owned enterprise based in Nanjing, recognized as a benchmark for scientific reform among central enterprises, with a strong research and development system and significant achievements in grid technology [1] - The company has a market share of over 75% in dispatch automation systems and over 50% in UHV converter valves, with its products addressing grid stability issues caused by renewable energy generation [1] - The demand for AI computing power and electricity is driving the construction of new power systems, and the company is expanding its overseas business, exporting products like distribution transformers to multiple countries [1] Group 2 - Suyuan Electric (002028) is a comprehensive supplier of power transmission and distribution based in Shanghai, focusing on UHV and energy storage sectors, and is the largest manufacturer of high-voltage packages and coils in China [2] - The company expects 60% of its overseas revenue in 2024 to come from transformers, with overseas orders growing over 50% and a remarkable 89% growth in the first half of 2025 [2] - The surge in demand for high-voltage transmission and distribution equipment driven by AI computing centers and new energy projects presents significant growth opportunities for the company [2] Group 3 - China XD Electric (601179) is a state-owned enterprise based in Xi'an, specializing in high and ultra-high voltage transformers and power transmission and distribution equipment, capable of producing products across a voltage range of 10kV to 1000kV [3] - The company has a significant market share in UHV projects and has seen an increase in exports to Europe, with its technology reaching international advanced levels [3] - The demand for UHV technology is increasing due to the need for long-distance power transmission, and the company is well-positioned to meet both domestic and international market needs [3] Group 4 - Baobian Electric (600550) is a core supplier of UHV DC transformers based in Baoding, with a strong position in high-end transformers and a market share of 30% in UHV products [4] - The company has unique technologies that reduce material costs and has participated in major projects, exporting to over 40 countries [4] - The urgent demand for high-reliability transformers driven by AI computing centers and new energy power stations positions the company to benefit from both domestic and international projects [4] Group 5 - Jinpan Technology (688676) is a leading global manufacturer of dry-type transformers based in Haikou, focusing on wind and solar energy applications, with 98% of its products supporting renewable energy [5] - The company has a significant order backlog of 2.85 billion yuan for 2025, reflecting a substantial year-on-year growth of 180% [5] - The increasing demand for efficient dry-type transformers from AI computing centers and the proliferation of renewable energy generation presents a strong growth opportunity for the company [5] Group 6 - Mingyang Electric (301291) is a leader in offshore wind power transformers based in Zhongshan, specializing in dry-type transformers and prefabricated substations [6] - The company has developed products that meet the extreme conditions of offshore environments and is expected to achieve significant sales in North America by 2026 [6] - The growing demand for offshore wind power and the urgent need for grid upgrades in North America provide ample order support for the company [6] Group 7 - Teruid (300001) is a pioneer in outdoor box-type power equipment based in Qingdao, recognized as a champion enterprise in manufacturing [7] - The company has a complete technology system for modular prefabricated substations and has a leading market share in the new energy sector [7] - The demand for modular products from AI computing centers and the need for grid upgrades position the company to capture significant market growth [7] Group 8 - XJ Electric (000400) is a high-tech enterprise based in Xuchang, focusing on UHV and smart grid technologies, with a comprehensive industrial chain covering all aspects of power transmission and distribution [8] - The company has participated in all domestic UHV DC transmission projects and has a strong patent portfolio [8] - The growth in AI computing and electricity demand is accelerating the construction of smart grids, providing competitive advantages for the company [8] Group 9 - Sifang Co., Ltd. (601126) is based in Beijing and has a strong advantage in smart distribution networks, providing a full range of products for self-healing control and primary and secondary integration [9] - The company has implemented its products in over 30 provinces and cities, significantly improving efficiency in power distribution [9] - The demand for reliable power supply from AI computing centers and the ongoing digital transformation of distribution networks present broad development opportunities for the company [9] Group 10 - Samsung Medical (601567) is based in Ningbo and operates in both smart power distribution and medical services, covering a wide range of products in the power equipment sector [10] - The company has established manufacturing bases in multiple locations and has a marketing presence in over 70 countries [10] - The construction of AI computing centers and new energy projects requires substantial power distribution equipment, positioning the company to benefit from global demand growth [10]
奥特迅:截至2025年12月31日收盘股东人数为31360户
Zheng Quan Ri Bao Wang· 2026-01-09 11:13
证券日报网讯1月9日,奥特迅(002227)在互动平台回答投资者提问时表示,截至2025年12月31日收 盘,公司股东人数为31360户。 ...
奥特迅:公司总工程师人员待定
Zheng Quan Ri Bao Wang· 2026-01-09 11:13
证券日报网讯1月9日,奥特迅(002227)在互动平台回答投资者提问时表示,公司总工程师人员待定, 王凤仁博士在公司工作一切正常。 ...
奥特迅(002227.SZ):尚未有SST产品
Ge Long Hui· 2026-01-09 07:22
Core Viewpoint - The company, Aotexun (002227.SZ), currently does not have any SST products and will fulfill its information disclosure obligations if there are any related updates [1] Group 1 - The company has stated that it does not possess SST products at this time [1] - The company is committed to adhering to information disclosure requirements regarding any future developments related to SST products [1]
奥 特 迅:公司目前尚未有SST产品
Mei Ri Jing Ji Xin Wen· 2026-01-09 07:19
Group 1 - The company has not yet launched any SST products and will disclose relevant information as required [2]
奥特迅:公司副总裁暨总工程师李志刚离职
Mei Ri Jing Ji Xin Wen· 2026-01-05 09:51
Group 1 - The company Aotuxun announced on January 5 that Mr. Li Zhigang has resigned from his positions as Vice President and Chief Engineer due to personal reasons, and will not hold any position in the company after his resignation [1] - The news highlights the rapid sellout of the limited edition Feitian Moutai priced at 1499 yuan, which quickly sold out on the iMoutai App, leading it to reach the top of the Apple shopping chart [1] - The company reported that 100,000 users have already placed orders for the product, indicating strong consumer demand [1]