002028 思源电气
已收盘 02-24 15:00:00
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思源电气涨5.38%,国金证券一个月前给出“买入”评级
证券之星 · 02-24 16:28
思源电气涨5.38%,国金证券一个月前给出“买入”评级
电力设备巨头思源电气冲击港股IPO,应收与应付账款双高
格隆汇 · 02-19
电力设备巨头思源电气冲击港股IPO,应收与应付账款双高
合作宁德时代!1600亿巨头赴港IPO!
起点储能 · 02-14
合作宁德时代!1600亿巨头赴港IPO!
思源电气、京新药业、博纳西亚、和夏科技递表港交所;京东科技发布“京东AI付”丨港交所早参
每日经济新闻 · 02-13
思源电气、京新药业、博纳西亚、和夏科技递表港交所;京东科技发布“京东AI付”丨港交所早参
思源电气涨5.76%,国金证券三周前给出“买入”评级
证券之星 · 02-12
思源电气涨5.76%,国金证券三周前给出“买入”评级
新股消息 | 思源电气(002028.SZ)递表港交所
智通财经 · 02-11
新股消息 | 思源电气(002028.SZ)递表港交所
思源电气涨7.45%,国金证券三周前给出“买入”评级
证券之星 · 02-09
思源电气涨7.45%,国金证券三周前给出“买入”评级
思源电气(002028)披露回购公司股份进展公告,2月3日股价上涨6.65%
证券之星 · 02-03
思源电气(002028)披露回购公司股份进展公告,2月3日股价上涨6.65%
AI电力产业链核心赛道全解析(附股)
乐晴智库精选 · 02-02
AI电力产业链核心赛道全解析(附股)
13家储能企业2025年业绩预告出炉:最高预增628%,两家企业扭亏为盈
碳索储能 · 01-30
13家储能企业2025年业绩预告出炉:最高预增628%,两家企业扭亏为盈
1月29日思源电气发生1笔大宗交易 成交金额223.07万元
证券之星 · 01-29
1月29日思源电气发生1笔大宗交易 成交金额223.07万元
汇添富基金胡昕炜旗下汇添富中盘价值A年报最新持仓,重仓思源电气
证券之星 · 01-22
汇添富基金胡昕炜旗下汇添富中盘价值A年报最新持仓,重仓思源电气
思源电气:2025年公司在国网的中标量有所提高
证券日报网 · 01-21
思源电气:2025年公司在国网的中标量有所提高
思源电气:公司海外业务结算币种(外币)主要涉及美元、欧元、英镑等多种货币
证券日报网 · 01-21
思源电气:公司海外业务结算币种(外币)主要涉及美元、欧元、英镑等多种货币
思源电气最新公告:公司目前经营情况正常不存在应披露而未披露的重大事项
证券之星 · 01-19
思源电气最新公告:公司目前经营情况正常不存在应披露而未披露的重大事项
思源电气:高盛、Capital Group等多家机构于1月16日调研我司
证券之星 · 01-19
思源电气:高盛、Capital Group等多家机构于1月16日调研我司
1月19日思源电气(002028)龙虎榜数据:机构净卖出3.29亿元(3日),北向资金净买入3.93亿元(3日)
证券之星 · 01-19
1月19日思源电气(002028)龙虎榜数据:机构净卖出3.29亿元(3日),北向资金净买入3.93亿元(3日)
出海掘金 | 当英伟达抢不到电,这6家中国公司迎来了戴维斯双击
源头研报哥 · 01-19
出海掘金 | 当英伟达抢不到电,这6家中国公司迎来了戴维斯双击
1月16日思源电气(002028)龙虎榜数据:机构净卖出2.92亿元,北向资金净买入3.07亿元
证券之星 · 01-16
1月16日思源电气(002028)龙虎榜数据:机构净卖出2.92亿元,北向资金净买入3.07亿元
国金证券:给予思源电气买入评级
证券之星 · 01-16
国金证券:给予思源电气买入评级
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公司概况
公司名称:
思源电气股份有限公司
所属行业:
电气机械和器材制造业
上市日期:
2004-08-05
主营业务:
思源电气股份有限公司的主营业务是输配电设备及其核心零部件的研发、设计、制造、销售及服务与工程总包。主要产品是750kV及以下GIS和GIL、1000kV及以下变电站继电保护设备和监控系统、750kV及以下SF6断路器和隔离开关、1000kV及以下电力电容器成套装置、500kV及以下电流互感器、1000kV及以下电压互感器、±800kV及以下交直流套管、500kV及以下直流断路器、500kV及以下变压器、500kV及以下电抗器、66kV及以下中性点接地成套装置、35kV及以下GIS/C-GIS和环网柜、动态无功补偿系统、高压有源滤波系统、静止型同步调相机(SSC)、油色谱在线监测系统、移动/预制式变电站、场站级储能系统、家庭光储系统、汽车电子电器、低压配电产品、超级电容系列产品等。截止到2025年6月30日,公司共有授权专利948项,其中发明专利342项,实用新型575项,外观设计专利31项。公司共有软件著作权184项。
发行价格:
16.45
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16:28","pubTimestamp":1771921732,"startTime":"0","endTime":"0","summary":"今日思源电气涨5.38%,收盘报224.08元。2026年1月16日,国金证券研究员姚遥发布了对思源电气的研报《Q4业绩大超预期,看好26年多点开花》,该研报对思源电气给出“买入”评级。研报中预计公司25-27年归母净利润31.6/43.1/57.6亿元,同比增长54/36/34%。公司股票现价对应PE估值为38/28/21倍,维持“买入”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为国金证券的姚遥。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026022400030164.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028","91416"],"gpt_icon":0},{"id":"2612285675","title":"电力设备巨头思源电气冲击港股IPO,应收与应付账款双高","url":"https://stock-news.laohu8.com/highlight/detail?id=2612285675","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612285675?lang=zh_cn&edition=full","pubTime":"2026-02-19 22:57","pubTimestamp":1771513022,"startTime":"0","endTime":"0","summary":"开关设备类业务是主要收入来源","market":"us","thumbnail":"https://img2.gelonghui.com/37b7b-b27f6ee9-e4eb-4890-bab1-5a3181e16ecb.jpg?guru_height=870&guru_width=1292&guru_size=247019","type":0,"news_type":0,"thumbnails":["https://img2.gelonghui.com/37b7b-b27f6ee9-e4eb-4890-bab1-5a3181e16ecb.jpg?guru_height=870&guru_width=1292&guru_size=247019"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/3873300","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"gelonghui_highlight","symbols":["LU1255011170.USD","LU1655091616.SGD","LU1794554557.SGD","LU0228659784.USD","LU2328871848.SGD","IE00BPRC5H50.USD","002028","VT","LU1969619763.USD","91416","LU2213484517.USD","IE00BYTNYN87.SGD","LU1820825898.SGD","LU1961090484.USD","BK0069","LU2289578879.USD","LU2460026573.USD","LU2065170008.USD","BK4588","BK0078","IE00B543WZ88.USD","LU1997245177.USD","IE00BYQNZ168.SGD","LU2778985437.USD","IE00B5MMRT66.SGD","LU1997244956.HKD","BK0188","LU2065171402.SGD","IE00B12V2V27.USD","LU1146622755.USD","LU2065171311.SGD","LU2065169927.USD","BK4585","LU1720050803.USD","SG9999011746.SGD","VXUS","LU2495084118.USD","LU2476274308.USD","LU2399975544.HKD","LU0828237510.HKD","LU1997245094.SGD","LU2476274720.SGD","BK0224","BK0028","BK0156"],"gpt_icon":0},{"id":"2611111114","title":"合作宁德时代!1600亿巨头赴港IPO!","url":"https://stock-news.laohu8.com/highlight/detail?id=2611111114","media":"起点储能","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611111114?lang=zh_cn&edition=full","pubTime":"2026-02-14 18:13","pubTimestamp":1771063991,"startTime":"0","endTime":"0","summary":"2026年,储能企业赴港IPO热潮还在延续。截至2月14日收盘,公司A股股价继续维持高点,总市值达1661亿人民币。财务业绩方面,招股书显示,思源电气2023年度、2024年度、2024年截至9月30日止九个月、2025年截至9月30日止九个月,公司实现收入分别约124.60亿元人民币、154.58亿元、104.07亿元、138.27亿元。此次思源电气赴港IPO将为其储能业务发展提供强大的资金支持、市场拓展机会和技术创新动力,有助于增强公司在储能领域竞争力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260214191159a4a43c62&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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01:54","pubTimestamp":1770918850,"startTime":"0","endTime":"0","summary":"NO.1思源电气、京新药业、博纳西亚递表港交所主板据港交所2月11日消息,思源电气股份有限公司(以下简称思源电气,SZ002028)、浙江京新药业股份有限公司(以下简称京新药业,SZ002020)、博纳西亚(杭州)医药科技股份有限公司(以下简称博纳西亚)已向港交所主板递交上市申请。据其各自招股书,思源电气是全球输配电设备制造商及电力能源综合解决方案提供商。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602133649599961.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602133649599961.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0307460666.USD","LU1720050803.USD","002020","LU0708995583.HKD","IE00BYTNYN87.SGD","JD","LU1146622755.USD","LU1366334651.USD","LU2065170008.USD","LU2476274308.USD","LU0456846285.SGD","IE00B5MMRT66.SGD","LU0359201612.USD","LU0228367735.SGD","BK1591","LU1794554557.SGD","LU1023057109.AUD","BK1610","BK4526","LU1224444064.USD","BK1142","LU0499858602.USD","LU1044876610.USD","LU0164880469.USD","LU0463099449.HKD","LU1820825898.SGD","LU0791590937.USD","BK4524","LU1642822792.SGD","LU0488056044.USD","LU0370786039.SGD","LU1969619763.USD","09618","LU2460026573.USD","LU2242644610.SGD","LU2476274720.SGD","LU0348735423.USD","LU0871576103.HKD","LU0469268626.HKD","SG9999011746.SGD","IE0008368742.USD","BK4531","LU0594300419.USD","BK4504","LU0327786744.USD","IE00B12V2V27.USD","LU0293314216.USD","LU2065171402.SGD","LU0029875118.USD","LU2213484517.USD","SG9999002828.SGD","LU1282649810.SGD","BK0188","BK4558","BK4220","BK4503","BK4588","IE00BPRC5H50.USD","LU0211977185.USD","LU0348825331.USD","LU0359202008.SGD","LU0672654166.SGD","BK1615","LU1655091616.SGD","LU1770036033.HKD","LU0128522157.USD","LU1808992512.USD","LU1328277881.USD","LU0051755006.USD","SWDHY","LU0149721374.USD","LU0865486749.SGD","LU0106959298.USD","LU1366334578.USD","BK1619","LU0315179316.USD","SG9999001226.SGD","LU0228659784.USD","LU1188198961.HKD","LU1255011170.USD","LU0359201885.HKD","LU0039217434.USD","LU0320764755.SGD","LU1997245177.USD","LU0259732245.USD","BK4505","BK4509","LU0326950275.SGD","HK0000320264.USD","BK0156","LU0543330483.HKD","IE00B3M56506.USD","BK0078","BK1588","LU0499858438.USD","LU2328871848.SGD","LU1770034418.SGD","BK1249","BK1502","LU0791591158.USD","HK0000320223.HKD","LU0456842615.SGD","LU0588545904.SGD","LU2065169927.USD","LU2065171311.SGD","BK0224","IE0032431581.USD","BK4122","LU0588546209.SGD","LU0572944931.SGD","LU1961090484.USD","LU2495084118.USD","LU2778985437.USD","LU0828237510.HKD","LU0048580855.USD","BK4614","LU0417516902.SGD","SG9999002562.SGD","LU1997244956.HKD","LU2257852520.SGD","LU0868486357.SGD","LU2289578879.USD","BK1575","BK4585","LU1997245094.SGD","002028","LU2399975544.HKD","LU0384037296.USD","IE00BYQNZ168.SGD","HK0000306701.USD","SG9999002463.SGD","LU1044874839.SGD","LU1880383366.USD","LU2039709279.SGD","BK0069","LU0345775950.USD","HK0000306685.HKD","LU1719994722.HKD","LU0140636845.USD","LU0164865239.USD","LU0456827905.SGD","LU0650527681.SGD","LU1303224171.USD","LU0320764599.SGD","89618","LU1044875133.USD","LU1282649067.USD","LU1282651048.USD","LU0084288322.USD","BK0239","IE00BGV7N243.SGD","BK4551","LU0314109678.HKD","LU0052750758.USD","IE00B29SXG58.USD","LU1688375341.USD","LU1481107354.HKD","BK4579","LU0588545490.SGD","LU0531971595.HKD","IE00B543WZ88.USD","00751","LU0163747925.USD","LU1282651121.HKD","LU0417516738.SGD","LU0348805143.USD","LU0315178854.USD","LU0345776255.USD","LU1251922891.USD","LU0588545730.USD","LU0231483743.USD","BK0028","LU0431992006.USD","LU0244354667.USD","LU1813983027.USD"],"gpt_icon":1},{"id":"2610943883","title":"思源电气涨5.76%,国金证券三周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2610943883","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610943883?lang=zh_cn&edition=full","pubTime":"2026-02-12 16:38","pubTimestamp":1770885503,"startTime":"0","endTime":"0","summary":"今日思源电气涨5.76%,收盘报218.49元。2026年1月16日,国金证券研究员姚遥发布了对思源电气的研报《Q4业绩大超预期,看好26年多点开花》,该研报对思源电气给出“买入”评级。研报中预计公司25-27年归母净利润31.6/43.1/57.6亿元,同比增长54/36/34%。公司股票现价对应PE估值为38/28/21倍,维持“买入”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为国金证券的姚遥。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026021200026329.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002028","91416"],"gpt_icon":0},{"id":"2610352649","title":"新股消息 | 思源电气(002028.SZ)递表港交所","url":"https://stock-news.laohu8.com/highlight/detail?id=2610352649","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610352649?lang=zh_cn&edition=full","pubTime":"2026-02-11 18:42","pubTimestamp":1770806539,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,据港交所2月11日披露,思源电气股份有限公司向港交所主板递交上市申请,中信证券为其独家保荐人。招股书显示,思源电气是全球输配电设备制造商及电力能源综合解决方案提供商。根据弗若斯特沙利文的资料,按2024年中国输配电及控制设备市场收入计,公司在国际企业中排名第八、在国内企业中排名第五及在国内民营企业中排名第三,市场份额为3.5%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404264.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1655091616.SGD","IE00BYQNZ168.SGD","LU0228659784.USD","LU2476274308.USD","LU1794554557.SGD","LU1255011170.USD","LU2778985437.USD","LU2289578879.USD","BK0224","LU2399975544.HKD","BK0188","IE00B543WZ88.USD","BK0069","LU1820825898.SGD","LU2065170008.USD","LU1720050803.USD","IE00B12V2V27.USD","LU2476274720.SGD","BK0028","LU2495084118.USD","BK0078","LU1997245094.SGD","SG9999011746.SGD","91416","LU1146622755.USD","LU2460026573.USD","LU2065169927.USD","IE00BPRC5H50.USD","LU2213484517.USD","IE00BYTNYN87.SGD","IE00B5MMRT66.SGD","002028","LU2328871848.SGD","HEXmain","LU1969619763.USD","LU1997245177.USD","LU0828237510.HKD","LU1961090484.USD","LU1997244956.HKD","LU2065171311.SGD","LU2065171402.SGD","BK0156"],"gpt_icon":0},{"id":"2610680091","title":"思源电气涨7.45%,国金证券三周前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2610680091","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610680091?lang=zh_cn&edition=full","pubTime":"2026-02-09 16:37","pubTimestamp":1770626220,"startTime":"0","endTime":"0","summary":"今日思源电气涨7.45%,收盘报202.0元。2026年1月16日,国金证券研究员姚遥发布了对思源电气的研报《Q4业绩大超预期,看好26年多点开花》,该研报对思源电气给出“买入”评级。研报中预计公司25-27年归母净利润31.6/43.1/57.6亿元,同比增长54/36/34%。公司股票现价对应PE估值为38/28/21倍,维持“买入”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为国金证券的姚遥。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020900020245.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["91416","002028"],"gpt_icon":0},{"id":"2608872575","title":"思源电气(002028)披露回购公司股份进展公告,2月3日股价上涨6.65%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608872575","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608872575?lang=zh_cn&edition=full","pubTime":"2026-02-03 22:01","pubTimestamp":1770127297,"startTime":"0","endTime":"0","summary":"截至2026年2月3日收盘,思源电气报收于199.5元,较前一交易日上涨6.65%,最新总市值为1558.27亿元。该股当日开盘185.2元,最高200.1元,最低185.1元,成交额达28.99亿元,换手率为2.44%。近日,思源电气发布《关于回购公司股份的进展公告》。截至2026年2月3日,公司股价为199.50元/股,已超过回购价格上限,累计回购股份0股,占公司总股本0.00%。后续将根据市场情况在回购期限内择机实施回购。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020300042666.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["SG9999011746.SGD","IE00BYTNYN87.SGD","IE00BYQNZ168.SGD","BK0069","LU1997244956.HKD","LU2495084118.USD","LU2476274308.USD","IE00BPRC5H50.USD","LU1655091616.SGD","IE00B543WZ88.USD","LU1969619763.USD","LU2476274720.SGD","IE00B12V2V27.USD","BK0188","LU1820825898.SGD","LU2778985437.USD","BK0156","LU1997245177.USD","LU2213484517.USD","91416","LU1997245094.SGD","LU2328871848.SGD","002028","LU1146622755.USD","LU2289578879.USD","IE00B5MMRT66.SGD","LU2460026573.USD","BK0078","BK0028","LU1255011170.USD","BK0224"],"gpt_icon":0},{"id":"2608882065","title":"AI电力产业链核心赛道全解析(附股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2608882065","media":"乐晴智库精选","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608882065?lang=zh_cn&edition=full","pubTime":"2026-02-02 07:31","pubTimestamp":1769988694,"startTime":"0","endTime":"0","summary":"当前全球AI应用和算力需求激增,电力短缺正成为AI发展的掣肘环节。国产AI产业链从“算力配套”向“电力核心”有望加速渗透,AI电力产业链各细分环节有望迎来全面的景气周期。01 AI缺电背景和趋势当前算力竞赛引发电力需求爆发式增长。AI算力需求催生新型电力设备需求,形成双重景气局面。04 AIDC供电新技术AI数据中心的快速发展,供电新技术成为关键。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113212827a7160970&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:21","pubTimestamp":1769761312,"startTime":"0","endTime":"0","summary":"近日,多家储能上市企业披露2025年业绩预告。同飞股份表示,2025年度经营业绩预计较去年同期上升,主要受电力电子装置温控产品快速增长影响。鹏辉能源1月21日,鹏辉能源发布2025年年度业绩预告,预计2025年实现归属于上市公司股东的净利17000万元-23000万元,上年同期亏损25245.57万元,同比增长约168%-192%,同比扭亏为盈。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130164603953f172c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:59","pubTimestamp":1769079548,"startTime":"0","endTime":"0","summary":"证券之星消息,1月22日汇添富基金旗下胡昕炜管理的汇添富中盘价值精选混合型基金公布年报,近1年净值增长率40.34%。与上一季度相比,该基金前十大重仓股新增万华化学,华虹半导体,科伦博泰生物-B;其中思源电气持仓占比4.55%,为该基金第一大重仓股;中国宏桥,百济神州,康方生物等退出前十大重仓股;详细数据如下:以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012200033892.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1655091616.SGD","IE00BYQNZ168.SGD","LU2476274308.USD","LU1255011170.USD","LU2778985437.USD","399375","BK0224","LU2289578879.USD","BK0188","IE00B543WZ88.USD","LU1820825898.SGD","BK0069","IE00B12V2V27.USD","LU2476274720.SGD","BK0028","LU2495084118.USD","BK0078","LU1997245094.SGD","SG9999011746.SGD","91416","LU1146622755.USD","LU2460026573.USD","IE00BPRC5H50.USD","LU2213484517.USD","IE00BYTNYN87.SGD","IE00B5MMRT66.SGD","002028","LU2328871848.SGD","LU1969619763.USD","LU1997245177.USD","LU1997244956.HKD","BK0156"],"gpt_icon":0},{"id":"2605485510","title":"思源电气:2025年公司在国网的中标量有所提高","url":"https://stock-news.laohu8.com/highlight/detail?id=2605485510","media":"证券日报网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605485510?lang=zh_cn&edition=full","pubTime":"2026-01-21 21:45","pubTimestamp":1769003100,"startTime":"0","endTime":"0","summary":"证券日报网1月21日讯,思源电气在接受调研者提问时表示,2025年公司在国网的中标量有所提高,公司非常感谢客户的信任,同时又感到责任重大。公司将努力按照客户的要求生产制造产品并履约交付,用良好的交付表现回馈客户的信任。\n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2026-01-21/doc-inhiaqzu3458738.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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19:00","pubTimestamp":1768820428,"startTime":"0","endTime":"0","summary":"思源电气(002028.SZ)公告称,公司股票交易价格连续2个交易日收盘价格涨幅累计偏离20.62%,属于股票交易异常波动的情形。经核实,公司前期披露的信息不存在需要更正、补充之处,目前经营情况正常,不存在内外部经营环境发生重大变化的情形。控股股东、实际控制人在公司股票交易异常波动期间不存在买卖公司股票的行为。公司目前没有根据《深圳证券交易所股票上市规则》等有关规定应予以披露而未披露的事项或对公司股票交易价格产生较大影响的信息。以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011900028591.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0069","IE00B12V2V27.USD","LU2213484517.USD","IE00BYTNYN87.SGD","LU1146622755.USD","BK0156","LU2476274308.USD","IE00B5MMRT66.SGD","BK0188","BK0078","LU2328871848.SGD","IE00BPRC5H50.USD","LU1655091616.SGD","BK0224","LU1820825898.SGD","LU2495084118.USD","LU2778985437.USD","LU1969619763.USD","IE00B543WZ88.USD","LU2460026573.USD","LU2476274720.SGD","LU1997244956.HKD","LU2289578879.USD","LU1255011170.USD","LU1997245094.SGD","002028","BK0028","LU1997245177.USD","SG9999011746.SGD","IE00BYQNZ168.SGD"],"gpt_icon":0},{"id":"2604618406","title":"思源电气:高盛、Capital Group等多家机构于1月16日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2604618406","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604618406?lang=zh_cn&edition=full","pubTime":"2026-01-19 17:35","pubTimestamp":1768815334,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年1月19日思源电气发布公告称高盛、Capital Group、VG Investment、Ariose Capital、Marshall Wace、摩根士丹利投资管理、Schonfeld Strategic Advisors、Ishana Capital、East Capital、淡水泉投资、安本投资、Eastspring Investments、BNP Paribas Asset Management、东方证券自营、禾其投资、中投公司、Kadensa Capital于2026年1月16日调研我司。思源电气主营业务:输配电设备及其核心零部件的研发、设计、制造、销售及服务与工程总包。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011900024025.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["LU1997245094.SGD","LU2778985437.USD","LU1969619763.USD","LU2289578879.USD","IE00BYTNYN87.SGD","LU1997244956.HKD","LU1997245177.USD","LU2476274308.USD","IE00B12V2V27.USD","BK0069","IE00B5MMRT66.SGD","BK0028","LU1146622755.USD","LU2460026573.USD","BK0188","LU2476274720.SGD","IE00BYQNZ168.SGD","SG9999011746.SGD","BK0156","LU1655091616.SGD","BK0078","002028","LU2328871848.SGD","LU2495084118.USD","LU1255011170.USD","IE00BPRC5H50.USD","BK0224","LU1820825898.SGD","IE00B543WZ88.USD","LU2213484517.USD"],"gpt_icon":0},{"id":"2604618412","title":"1月19日思源电气(002028)龙虎榜数据:机构净卖出3.29亿元(3日),北向资金净买入3.93亿元(3日)","url":"https://stock-news.laohu8.com/highlight/detail?id=2604618412","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604618412?lang=zh_cn&edition=full","pubTime":"2026-01-19 17:31","pubTimestamp":1768815090,"startTime":"0","endTime":"0","summary":"证券之星消息,沪深交易所2026年1月19日公布的交易公开信息显示,思源电气因日涨幅偏离值达到7%的前5只证券,连续三个交易日内,涨幅偏离值累计达到20%的证券登上龙虎榜。此次是近5个交易日内第2次上榜。截至2026年1月19日收盘,思源电气报收于204.49元,上涨10.0%,已连续涨停2天,换手率3.89%,成交量23.74万手,成交额46.61亿元。从龙虎榜公布的三日买卖数据来看,机构合计净卖出3.29亿元,北向资金合计净买入3.93亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011900023615.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["IE00BYTNYN87.SGD","LU1255011170.USD","LU1655091616.SGD","LU2476274308.USD","LU2476274720.SGD","002028","LU1969619763.USD","BK0188","BK0224","BK0156","LU1146622755.USD","LU1997245177.USD","BK0078","IE00BPRC5H50.USD","IE00BYQNZ168.SGD","SG9999011746.SGD","LU2213484517.USD","IE00B12V2V27.USD","BK0028","LU1820825898.SGD","LU2460026573.USD","BK0069","LU2289578879.USD","IE00B5MMRT66.SGD","LU1997245094.SGD","LU2778985437.USD","IE00B543WZ88.USD","LU1997244956.HKD","LU2495084118.USD","LU2328871848.SGD"],"gpt_icon":0},{"id":"2604280189","title":"出海掘金 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11:59","pubTimestamp":1768535987,"startTime":"0","endTime":"0","summary":"国金证券股份有限公司姚遥近期对思源电气进行研究并发布了研究报告《Q4业绩大超预期,看好26年多点开花》,给予思源电气买入评级。公司股票现价对应PE估值为38/28/21倍,维持“买入”评级。 风险提示 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