{"symbol":"SH601179","secucode":"601179.SH","items":[{"title":"蓝筹价值观察：电力装备的“新周期”","summary":"央广网北京10月8日消息（记者牛谷月）“十五五”期间，全国电网固定资产投资预计超过5万亿元，新增投产15回左右特高压直流输电通道。与此同时，风电光伏装机占比将超过50%，AI算力爆发正在改写电力需求的增长曲线。电力设备行业，正在从传统周期走向“周期+成长”的新叙事。","source":null,"url":"http://finance.eastmoney.com/news/1354,202610083889589828.html","info_code":"NW202610083889589828","show_time_timestamp":1791443507000,"show_time":"2026-10-08 15:11:47","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202610083889589828.html","url":"http://finance.eastmoney.com/news/1354,202610083889589828.html","code":"202610083889589828","infoCode":"NW202610083889589828","recordId":null,"source":null,"title":"蓝筹价值观察：电力装备的“新周期”","updateTime":0,"showDateTime":1791443507000,"publishDate":0,"sRatingName":null,"summary":"央广网北京10月8日消息（记者牛谷月）“十五五”期间，全国电网固定资产投资预计超过5万亿元，新增投产15回左右特高压直流输电通道。与此同时，风电光伏装机占比将超过50%，AI算力爆发正在改写电力需求的增长曲线。电力设备行业，正在从传统周期走向“周期+成长”的新叙事。"}},{"title":"【五大信披媒体精华摘要】10月8日","summary":"新华财经北京10月8日电五大信披媒体摘要如下：中国证券报·节后首日20只产品亮相10月新基发行迎小高峰国庆假期后，基金发行市场迎来小高峰。10月8日20只产品齐发，拉开了本月新基金发行的序幕。数据显示，本月拟发行新基金合计96只，权益类产品占据主流，科技成长、红利价值、北交所3个月持有等主题多点开花。","source":null,"url":"http://stock.eastmoney.com/news/11215,202610083889064951.html","info_code":"NW202610083889064951","show_time_timestamp":1791419373000,"show_time":"2026-10-08 08:29:33","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202610083889064951.html","url":"http://stock.eastmoney.com/news/11215,202610083889064951.html","code":"202610083889064951","infoCode":"NW202610083889064951","recordId":null,"source":null,"title":"【五大信披媒体精华摘要】10月8日","updateTime":0,"showDateTime":1791419373000,"publishDate":0,"sRatingName":null,"summary":"新华财经北京10月8日电五大信披媒体摘要如下：中国证券报·节后首日20只产品亮相10月新基发行迎小高峰国庆假期后，基金发行市场迎来小高峰。10月8日20只产品齐发，拉开了本月新基金发行的序幕。数据显示，本月拟发行新基金合计96只，权益类产品占据主流，科技成长、红利价值、北交所3个月持有等主题多点开花。"}},{"title":"中国西电 特高压主业景气向上 新兴业务蓄势生长","summary":"中国西电所属变压器制造企业西电常变■“蓝筹筑基价值引领”系列调研中国西电特高压主业景气向上新兴业务蓄势生长当前电网投资的热度，最直观的注脚或许藏在变压器车间里。走进中国西电所属子公司西电常变的总装厂房：行车在半空中来回穿梭，叠装工位前，工人将一片片硅钢片叠成铁芯；线圈裹满绝缘纸，比人还高；一台尚未发运的大型变压器横卧在工位上，足有一间屋子大。","source":null,"url":"http://stock.eastmoney.com/news/11215,202610083889027954.html","info_code":"NW202610083889027954","show_time_timestamp":1791405643000,"show_time":"2026-10-08 04:40:43","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202610083889027954.html","url":"http://stock.eastmoney.com/news/11215,202610083889027954.html","code":"202610083889027954","infoCode":"NW202610083889027954","recordId":null,"source":null,"title":"中国西电 特高压主业景气向上 新兴业务蓄势生长","updateTime":0,"showDateTime":1791405643000,"publishDate":0,"sRatingName":null,"summary":"中国西电所属变压器制造企业西电常变■“蓝筹筑基价值引领”系列调研中国西电特高压主业景气向上新兴业务蓄势生长当前电网投资的热度，最直观的注脚或许藏在变压器车间里。走进中国西电所属子公司西电常变的总装厂房：行车在半空中来回穿梭，叠装工位前，工人将一片片硅钢片叠成铁芯；线圈裹满绝缘纸，比人还高；一台尚未发运的大型变压器横卧在工位上，足有一间屋子大。"}},{"title":"中国西电：朱琦琦辞任公司总经理职务，雷明接任","summary":"中国西电9月30日公告，公司董事会于近日收到朱琦琦的书面辞职报告，朱琦琦因工作原因，申请辞去公司董事、总经理、董事会战略委员会委员职务。辞去上述职务后，朱琦琦将不再担任公司及控股子公司任何职务。","source":null,"url":"http://finance.eastmoney.com/news/1349,202609303887738481.html","info_code":"NW202609303887738481","show_time_timestamp":1790758075000,"show_time":"2026-09-30 16:47:55","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202609303887738481.html","url":"http://finance.eastmoney.com/news/1349,202609303887738481.html","code":"202609303887738481","infoCode":"NW202609303887738481","recordId":null,"source":null,"title":"中国西电：朱琦琦辞任公司总经理职务，雷明接任","updateTime":0,"showDateTime":1790758075000,"publishDate":0,"sRatingName":null,"summary":"中国西电9月30日公告，公司董事会于近日收到朱琦琦的书面辞职报告，朱琦琦因工作原因，申请辞去公司董事、总经理、董事会战略委员会委员职务。辞去上述职务后，朱琦琦将不再担任公司及控股子公司任何职务。"}},{"title":"中国西电：朱琦琦辞去董事等职位","summary":"南财智讯9月30日电，中国西电公告，朱琦琦因工作原因申请辞去公司董事、总经理、董事会战略委员会委员职务，辞职后不再担任公司及控股子公司任何职务。其辞职未导致公司董事会低于法定人数，不会影响公司董事会正常运作和公司正常生产经营。同时，公司同意聘任雷明担任总经理，提名其为公司第五届董事会非独立董事候选人并提交股东会审议，并在其正式当选非独立董事之日起委任其担任董事会战略委员会委员。","source":null,"url":"http://finance.eastmoney.com/news/1354,202609303887709757.html","info_code":"NW202609303887709757","show_time_timestamp":1790756100000,"show_time":"2026-09-30 16:15:00","publish_time_timestamp":0,"publish_time":"","update_time_timestamp":0,"update_time":"","raw":{"uniqueUrl":"http://finance.eastmoney.com/a/202609303887709757.html","url":"http://finance.eastmoney.com/news/1354,202609303887709757.html","code":"202609303887709757","infoCode":"NW202609303887709757","recordId":null,"source":null,"title":"中国西电：朱琦琦辞去董事等职位","updateTime":0,"showDateTime":1790756100000,"publishDate":0,"sRatingName":null,"summary":"南财智讯9月30日电，中国西电公告，朱琦琦因工作原因申请辞去公司董事、总经理、董事会战略委员会委员职务，辞职后不再担任公司及控股子公司任何职务。其辞职未导致公司董事会低于法定人数，不会影响公司董事会正常运作和公司正常生产经营。同时，公司同意聘任雷明担任总经理，提名其为公司第五届董事会非独立董事候选人并提交股东会审议，并在其正式当选非独立董事之日起委任其担任董事会战略委员会委员。"}}]}