Financial Services Association, May 26 (Editor Xuan Lin) According to Choice statistics, as of Sunday, 316 listed companies in the Shanghai and Shenzhen markets were surveyed by institutions this week. By industry, the electronics, mechanical equipment, and pharmaceutical-biological industries receive the most frequent institutional surveys. In addition, industries such as computers, power equipment, and non-ferrous metals have received increased attention.

In terms of segments, the automotive parts, general equipment, and semiconductor sectors rank among the top three in terms of institutional attention. Furthermore, the attention of industry organizations such as components, power grid equipment, and computer equipment has increased dramatically.

In terms of specific listed companies, according to Choice statistics, Yuanguang Software, Shennan Circuit, VeriSilicon, Oshcon, Weichai Power, Ruiming Technology, and Power Investment Energy received the most surveys, reaching 4 times. According to statistics on the number of institutional visits, a total of 3 listed companies, Shengyi Technology, Huatie Emergency, and Shengyi Electronics, received surveys from more than 100 institutions, 191, 183, and 103, respectively.

Among the listed companies surveyed this week, the three stocks with the largest capital inflows to the north were Bank of Ningbo, Lanqi Technology, and Shengyi Technology, with net purchases of 831 million yuan, 462 million yuan, and 188 yuan respectively.

Looking at market performance, electricity stocks, including smart grids, have been active this Friday. The Jiuzhou Group released institutional research notes on Tuesday stating that new energy power plant construction requires power equipment, so the Jiuzhou Group seized the power plant construction opportunity and began setting up a major customer sales department last year to establish good cooperation with central state-owned enterprises through the new energy business, and then drive equipment sales through sales of power plants and cooperative development methods. The company has now obtained power plant indicators and approved projects of 1 GW, and is currently under development about 2 GW to 3 GW. If you look at the scale and time of previous construction, it is expected that the new energy performance sector will be sufficient for construction and operation within the next 3 to 5 years.

In the secondary market, Jiuzhou Group closed 20CM higher or lower on Friday.

Wansheng Smart released agency research notes on Friday, showing that Wansheng Smart's main products include smart electric energy meters and electricity information collection terminals including concentrators, collectors, and special variable acquisition terminals. This year, the scale of the first batch of tenders for the Southern Grid exceeded 4 billion, and the growth momentum is strong. The company will strengthen service efforts in the South Grid region, enhance customer satisfaction, strive to gain more market share, and continuously improve business performance. In the secondary market, Wansheng Smart closed 20CM higher or lower on Friday.

Southern Grid Technology released agency research notes on Thursday, showing that after years of R&D, application and iterative upgrades, Nanwang Technology's “Insight” unmanned inspection technology has achieved industry leadership. Related products have built the largest low-altitude inspection system in the domestic power and energy sector, covering more than 3,000 stations, fully supporting China Southern Power Grid's joint inspection demonstration project for transmission and distribution, and successfully promoted to users in municipal administration, traffic police and other industries. The “Traffic Police Insight” system has passed the authoritative certification of the Ministry of Public Security's Traffic Safety Product Quality Supervision and Inspection Center.

Jinzhi Technology released agency research notes on Friday showing that as the construction of the new power system progresses, the flexible adjustment and response capabilities of the distribution grid will gradually be strengthened, and the requirements for intelligence and automation will be further enhanced, which will benefit the development of the company's distribution network business. In recent years, the company has bid for multiple distribution network terminal equipment inventory bidding and procurement projects in Jiangsu, Zhejiang, Anhui, Shanghai, etc., maintaining a high market share; businesses such as distribution network testing equipment and systems, and distribution training simulation systems have also grown steadily.

Ancore released agency research notes on Friday stating that the new product EMS 3.0 (Ancore Microgrid Smart Energy Platform) adapts to the requirements of future new power systems and further uses control strategies such as cutting peaks and valleys, demand management, and orderly electricity use on the basis of EMS 2.0 to coordinate the optimal operation of distributed energy, controlled load, and energy storage subsystems to increase the consumption ratio of new energy sources and reduce electricity costs. In addition, EMS 3.0 can also interact with the State Grid scheduling system, power trading platforms, and virtual power plant aggregator platforms.

Changgao Dianxin released agency research notes on Wednesday, showing that Changgao Dianxin is currently one of the largest domestic manufacturers of high-voltage isolators (including grounding switches), covering all voltage levels of 12 to 1100kV. Its market share in the State Grid has been at the forefront of the industry for many years. The products are used in most key construction projects of domestic national power grids, and have been rated as the “National Manufacturing Single Champion Product” by the Ministry of Industry and Information Technology. At the same time, the company has also made many breakthroughs in product technology fields such as enclosed electric appliances, complete electrical appliances, circuit breakers, etc., and has gradually obtained batch orders for modular electrical products from 35 kV to 550 kV products, and has now become the main winning bidder for the State Grid.

Liangxin Co., Ltd. released institutional research notes on Tuesday, showing that low-voltage electrical appliances are the core components of power systems. Liangxin Co., Ltd. uses components as hardware carriers to gradually extend to intelligent distribution cabinets and intelligent software systems to meet customers' electricity needs in different scenarios with integrated smart electrical solutions. In order to enhance R&D capabilities related to power electronics and software, the company has established the Xi'an Research Institute to achieve joint development between Shanghai and Xi'an, relying on the rich resources of universities and social human resources in the western region.

Zhiyang Innovation released institutional research notes on Friday showing that with the gradual promotion of intelligent power grid operation and maintenance analysis and management systems and the continuous upgrading of customer needs, the requirements for industry companies' overall technology research and development capabilities, industry plan adaptability, service and response capabilities are constantly increasing. Up to now, Zhiyang's innovative power intelligent operation and maintenance series products are widely used in various voltage grade lines, and are in a leading position in China in terms of market share, device online rate, and customer satisfaction. Furthermore, in response to the scenario-based application of large model technology in the field of electricity, the company carried out technical exploration and research, and initiated commercialized implementation development work.