Industry Overview - The performance of the Shenwan Electric New Energy sector decreased by 2.62%, ranking 24th among 31 industries, while the Shenwan Public Utilities sector fell by 1.84%, ranking 13th [1][2] - During the same period, the CSI 300 index declined by 1.75%, and the Wind Information All A index dropped by 1.09% [2] Key Developments - The Ministry of Industry and Information Technology (MIIT) has initiated energy-saving inspections for 41 polysilicon companies to promote energy conservation and green development in the polysilicon industry [2] - Abu Dhabi Future Energy Company (Masdar) and Spanish company Iberdrola have partnered to invest in the UK's largest offshore wind project with a capacity of 1.4 GW, setting a new reference for international cooperation in renewable energy [2] Company Insights - CATL (Contemporary Amperex Technology Co., Limited) anticipates small-scale production of solid-state batteries by 2027, with larger-scale production expected around 2030 [3] - Guangdong Province has decided to raise the capacity price for coal and gas power plants, with coal power capacity price set at 165 yuan per kilowatt per year starting January 1, 2026 [3] Investment Recommendations - The report maintains a "recommended" rating for the electric new energy and public utility sectors, suggesting to focus on leading photovoltaic companies such as Aiko Solar, Longi Green Energy, and Tongwei Co., Ltd. [4] - In the wind power sector, it is advised to pay attention to component manufacturers like Jinlei Co., Ltd. and Dayun Heavy Industry [5] - For lithium battery investments, companies in the iron-lithium and anode segments such as Hunan Youneng and Shanghai Xiba are highlighted [5]

（文章来源：证券日报） 证券日报网讯 8月5日晚间，安科瑞发布公告称，公司于近日取得国家知识产权局颁发的发明专利证书1 份，取得的专利具体情况如下：一种基于计量芯片快速响应的电能高精度监测系统。 ...

Group 1 - The company announced that it will hold the 2024 annual shareholders' meeting on May 12, 2025, to review the proposal for changing registered capital and amending relevant articles [2] - The company has completed the business registration change and obtained a new business license issued by the Shanghai Municipal Market Supervision Administration [2]

Group 1 - Niuwei Co., Ltd. reported a net profit of 637 million yuan for the first half of 2025, representing a year-on-year increase of 30.47% [1] - The company achieved a total operating revenue of 3.404 billion yuan, up 19.96% year-on-year [1] - Niuwei specializes in the research, manufacturing, and sales of industrial valves [2] Group 2 - Shandong Haohua plans to acquire a 29% stake in Zhongyan Alkali Industry with a total investment of 2.32 billion yuan [2] - The company is involved in the production of soda ash and caustic soda [3] Group 3 - Dongfang Co., Ltd. announced a partnership with Dongfang Import and Export Company to develop overseas marketing business [38] - The company focuses on the research, production, and sales of light commercial vehicles and powertrains [38] Group 4 - Xinyuan Technology reported a net profit of 52.6 million yuan for the first half of 2025, a year-on-year increase of 10.70% [12] - The company achieved an operating revenue of 2.871 billion yuan, up 3.86% year-on-year [12] - Xinyuan provides one-stop custom development and production services for pharmaceutical companies and research institutions [12] Group 5 - Zhuhai Piano announced that its subsidiary won the operating rights project for the Baihuazhai scenic area, with an investment of no less than 400 million yuan over 20 years [21] - The company specializes in the research, manufacturing, and sales of pianos and digital musical instruments [21] Group 6 - Zhenghong Technology reported a sales revenue of 26.02 million yuan from pig sales in July, a year-on-year increase of 288.69% [16] - The company sold 63,000 pigs in total from January to July 2025, with a cumulative sales revenue of 109 million yuan, representing a year-on-year increase of 38.06% [16] - Zhenghong focuses on feed products and pig farming [17] Group 7 - ST Nuotai received the cGMP certification from Brazil's National Health Surveillance Agency for its production facility [15] - The company specializes in the research and development of peptide drugs and small molecule pharmaceuticals [15] Group 8 - Guizhou Moutai has repurchased a total of 3.4517 million shares, accounting for 0.2748% of its total share capital, with a total expenditure of 5.301 billion yuan [48][49] - The company is engaged in the production and sales of Moutai liquor and related products [49]

Group 1 - The core point of the article is that Anke Rui Electric Co., Ltd. has recently obtained a patent for a high-precision energy monitoring system based on a metering chip, which may enhance its technological capabilities in the energy internet sector [2][3] - The patent certificate was issued by the National Intellectual Property Administration, indicating the company's commitment to innovation and development in energy monitoring technology [2] - For the year 2024, Anke Rui's revenue composition is projected to be 100% from the energy internet sector, highlighting its focus on this area for future growth [2]

证券代码： 300286 证券简称：安科瑞 公告编号：2025-053 安科瑞电气股份有限公司 关于公司取得发明专利证书的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 安科瑞电气股份有限公司（以下简称"公司"）于近日取得国家知识产权局颁发的发明专 利证书1份，取得的专利具体情况如下： 专利号：ZL 2022 1 1134117.X 专利申请日：2022年09月19日 专利权人：江苏安科瑞电器制造有限公司;安科瑞电气股份有限公司 授权公告日：2025年06月13日 本发明涉及配电柜智能监测技术领域，尤其涉及一种基于计量芯片快速响应的电能高精度 监测系统。本发明的目的在于提供一种基于计量芯片快速响应的电能高精度监测系统，采用基 于计量芯片高精度的多通道隔离方案，电能测量精度可以达到0.5级，单模块最多同时测量48路 电压、电流、功率等电参量，且具备1s以下的数据响应速率，同时还具备了相序调整机制；可 以对数据中心中列头柜产品等进行实时在线数据监测。 本项发明专利的取得预计未来一年内不会对公司生产经营产生重大影响，但有利于公司进 一步完善知识产权保护体系，形 ...

证券代码：300286 证券简称：安科瑞 公告编号：2025-054 安科瑞电气股份有限公司 关于完成工商登记变更并换发营业执照的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 近日，公司完成了上述工商变更登记并已取得上海市市场监督管理局换发的 《营业执照》，《营业执照》相关信息如下： 统一社会信用代码为：91310000751864205N 名称：安科瑞电气股份有限公司 类型：其他股份有限公司(上市) 住所：上海市嘉定区育绿路253号 法定代表人：周中 注册资本：人民币25078.4655万元整 成立日期：2003年6月23日 营业期限：2003年6月23日至不约定期限 经营范围:一般项目：电工仪器仪表制造；智能仪器仪表制造；电容器及其配套 设备制造；变压器；整流器和电感器制造；输配电及控制设备制造；电力电子元器 件制造；照明器具制造；电气信号设备装置制造；物联网设备制造；工业自动控制 系统装置制造；配电开关控制设备制造；大气污染监测及检测仪器仪表制造；环境 监测专用仪器仪表制造；物联网技术研发；物联网技术服务；互联网数据服务；物 联网应用服务；软件开 ...

Group 1 - The company, Anke Rui (SZ 300286), announced on August 1 that it has repurchased approximately 3.61 million shares, accounting for 1.44% of its total share capital, through a dedicated securities account by centralized bidding until July 31, 2025 [1] - For the fiscal year 2024, the company's revenue composition is entirely from the energy internet sector, with a 100.0% contribution [1] Group 2 - A warning was issued by a German executive regarding the dangers of free autonomous driving services, stating that it could lead to a disaster for the entire industry [1]

Group 1 - The company announced a share buyback program, with a total of 3,610,900 shares repurchased as of July 31, 2025, representing 1.44% of the current total share capital [2]

格隆汇8月1日丨安科瑞(300286.SZ)公布，截至2025年7月31日，公司累计通过股份回购专用证券账户以 集中竞价交易方式回购公司股份3,610,900股，占公司目前总股本的1.44%。最高成交价格23.15元/股， 最低成交价格21.56元/股，成交总金额为7998.98万元(不含手续费)。 ...