🏢 官网IRAMSCCodex · 实盘可交易 · 做多市场:美股▼ 亏 -2.92% · 已结算把握 6/10🔁 +1 同一事件
北京时间·🕒 发布 20:00:34·⟳ 抓取 20:05:26 +4m52s·⚡ 决策 07-28 20:11:16 +5m50s·91.2 天前
AMSC获得2500万美元北美公用事业矿业电力系统交钥匙合同
公司一手公告确认2500万美元订单,将在2027财年交付,是其历史最大单一矿业开发订单,约占2025财年收入29920万美元的8.4%。
📄 原文AMSC↗ 原文
AMSC Secures $25 Million Turnkey Contract for Large-Scale Mining Development
PDF Version AYER, Mass., July 28, 2026 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading provider of power control sol…
▼ 亏 -2.92%入场 07-28 盘前首笔 @29.17 → 离场 07-29 开盘 @28.35
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑2500万美元订单占收入8.4%,盘前新鲜
怎么买 限价买入 不高于昨收 +5%、仅下一个交易日,不成交作废
怎么卖 止盈 +6%(半仓)/+12%(清仓) · 止损 -5% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 AMSC.US AMSC
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 AMSC.US AMSC
| 收益状态 | -2.92% 已平仓 |
|---|---|
| 进场成交 | 2026-07-28 · 盘前首笔 · 07-28 20:04 北京 · @29.1652 · 成交 66% |
| 离场成交 | 2026-07-29 · 开盘 · @28.35 |
| 毛收益 | -2.79% |
| 成本 | +0.12% |
| 净收益 | -2.92% |
| 计入收益 | -1.94% |
| 建仓日 | 2026-07-28 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-28 00:18
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 low · price-in 风险 low ↗
消息传播链
- AMSC正式公告获得2500万美元北美公用事业交钥匙电能质量合同,用于大型矿业开发,是公司历史最大单一矿业开发订单。市场反应:发布时美股处于盘前,常规交易尚未开始。
- 公司此前披露2025财年收入2.992亿美元、12个月积压订单约2.80亿美元,为本次2500万美元订单量级提供基准。
关键理由
- 公司一手公告确认2500万美元订单,将在2027财年交付,是其历史最大单一矿业开发订单,约占2025财年收入29920万美元的8.4%。
- 订单为集成式交钥匙项目,管理层称原本数百万美元设备订单升级为2500万美元整体安装,验证Grid业务向完整方案扩张。
- 按约14.8亿美元市值估算,订单金额约占市值1.7%、占12个月积压订单28000万美元约8.9%,对小市值电力控制公司有短线订单催化意义。
主要风险
- 未披露利润率和客户名称,且交付期在2027财年,短线重定价主要来自订单与积压订单扩张而非即期收入确认。
- AMSC近一个月曾从40美元附近回落至30美元附近,若盘前大幅高开,订单催化可能被开盘一次性消化。
反向证据
- 做多前查反向 · 来源 web · 影响 none
未在快速检索结果中发现足以抵消本次订单的近期重大利空或公司澄清。
检索:AMSC recent analyst downgrade risk July 2026 - 做多前查反向 · 来源 web · 日期 2026-05-27 · 影响 weakens
公司订单积压已较高且业务增长强,但本次合同交付在2027财年,短线EPS兑现有限。
检索:AMSC fiscal 2025 backlog revenue margin delivery risk 原文 ↗
历史先例(按相似度)
- 相似度 9/10 BW 2024-08-02 Babcock & Wilcox获美国电厂2500万美元锅炉升级和检修服务合同,金额与当前AMSC订单相同但客户匿名、服务属性更强。 原文 ↗
事件后 +1日 -6.5% · +2日 -4.1% · +3日 -9.8% · +4日 -9.8% · +5日 -4.1%
相似度依据:同为美国上市电力系统/电厂项目订单,2500万美元金额完全同量级,但BW订单偏锅炉检修服务而非矿业电力系统交钥匙。 - 相似度 8/10 600312 2024-05-08 平高电气中标国网约9.46亿元输变电设备项目,占2023年收入8.54%,收入占比最贴近当前事件。 原文 ↗
事件后 +1日 +4.8% · +2日 +6.2% · +3日 +7.4% · +4日 +5.0% · +5日 +1.4%
相似度依据:电网设备中标金额占收入8.54%,与当前AMSC订单占收入8.4%几乎一致,但A股涨跌停和国网集中招标机制不同。 - 相似度 8/10 600312 2024-03-12 平高电气中标国网9.55亿元项目,占2022年收入10.30%,同为电力设备大单。 原文 ↗
事件后 +1日 +0.9% · +2日 +0.8% · +3日 +1.9% · +4日 +6.2% · +5日 +4.0%
相似度依据:电网设备中标金额占收入10.30%,与当前AMSC收入占比接近,但交易制度和客户集中招标节奏不同。 - 相似度 8/10 NVEE 2022-05-26 NV5获得东北部公用事业2500万美元LNG基础设施升级EPI合同,金额与当前订单相同但对公司收入弹性低于AMSC。 原文 ↗
测NVEE在2022-05-26公告后的+1/+3/+5交易日反应
相似度依据:同为北美公用事业2500万美元基础设施合同,金额完全同量级,但NV5市值/收入体量更大且工程服务属性更强。 - 相似度 7/10 AMSC 2024-06-12 AMSC公告获得约7500万美元加拿大海军舰艇保护系统多年合同,金额显著大于当前订单。 原文 ↗
事件后 +1日 +11.8% · +2日 +10.1% · +3日 +6.3% · +4日 +6.9% · +5日 +4.0%
相似度依据:同一公司、同为官方大额合同公告,但2024年为7500万美元海军舰艇保护系统,规模和业务线强于当前矿业电力系统订单。 - 相似度 7/10 ICFI 2024-03-11 ICF获Entergy Arkansas三年2500万美元公用事业能效和需求响应项目合同,金额相同但弹性弱。 原文 ↗
事件后 +1日 -0.7% · +2日 +0.0% · +3日 -0.8% · +4日 -0.3% · +5日 -1.3%
相似度依据:同市场、同2500万美元公用事业客户合同,但ICF为能效/需求响应服务且订单占收入比例明显低。 - 相似度 7/10 CDNL 2026-04-09 Cardinal Infrastructure获2400万美元大型数据中心园区一期基础设施合同,金额接近当前AMSC订单。 原文 ↗
事件后 +1日 +2.1% · +2日 -0.2% · +3日 +11.4% · +4日 +16.1% · +5日 +11.6%
相似度依据:美国小公司2400万美元合同、金额同量级且对公司重要,但终端为数据中心土建而非公用事业/矿业电力系统。 - 相似度 7/10 600312 2024-07-10 平高电气中标国网13.06亿元输变电设备项目,占2023年收入11.79%,订单收入弹性略高于当前AMSC。 原文 ↗
事件后 +1日 +0.5% · +2日 -1.2% · +3日 -3.4% · +4日 -3.2% · +5日 -6.6%
相似度依据:同为输变电设备大额中标且收入占比11.79%略高于当前,但A股国网订单系列性更强、反应可能被预期摊薄。 - 相似度 6/10 AMSC 2023-05-31 AMSC宣布向Inox Wind交付近2000万美元风机电控系统需求。 原文 ↗
事件后 +1日 +13.4% · +2日 +29.6% · +3日 +38.6% · +4日 +42.2% · +5日 +28.4%
相似度依据:同一公司、同为官方订单/供货公告,金额接近但属于风电ECS而非Grid交钥匙项目。 - 相似度 6/10 ICFI 2025-03-17 ICF获大型南方电力公司两个需求侧能源管理合同,总额逾3500万美元,续约属性降低新订单冲击。 原文 ↗
事件后 +1日 +3.2% · +2日 +1.5% · +3日 -2.5% · +4日 -3.4% · +5日 -2.5%
相似度依据:同为美国公用事业客户3500万美元级合同,但为续约/recompete需求侧管理项目,惊喜度和硬件交付属性弱于AMSC。 - 相似度 6/10 MYRG 2022-04-14 MYR Group子公司获ConEdison Clean Energy Businesses逾1亿美元公用事业光伏EPC与变电站合同。 原文 ↗
事件后 +1日 +1.1% · +2日 +1.8% · +3日 +3.5% · +4日 +2.2% · +5日 -1.4%
相似度依据:同为美国电力基础设施EPC/变电站订单,但金额超过1亿美元且MYR体量更大,规模口径不如当前贴近。 - 相似度 6/10 EOSE 2026-07-15 Eos Energy被选中为Golden Dome for America交付任务级电力系统,新闻曝光强但订单金额不可比。 原文 ↗
事件后 +1日 -9.4% · +2日 -5.5% · +3日 -7.1% · +4日 -3.0% · +5日 -8.9%
相似度依据:同为美国电力/储能系统订单催化且小盘弹性强,但国防Golden Dome政策题材更强、金额未披露。 - 相似度 5/10 AMSC 2025-12-10 AMSC收购Comtrafo,扩展公用事业和工业变压器业务。 原文 ↗
事件后 +1日 -3.4% · +2日 -6.9% · +3日 -5.6% · +4日 -6.5% · +5日 -13.0%
相似度依据:同一公司电力基础设施扩张事件,但属于并购而非订单,主要参考市场对Grid业务扩张叙事的敏感度。
原文全文
展开原文 · 8,000 字
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AYER, Mass., July 28, 2026 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading provider of power control solutions that harmonize an increasingly complex energy system and enable customers to scale their operations without added complexity or size, today announced it has secured a $25 million order from a North American utility. AMSC will provide an integrated power quality solution supporting a large-scale mining development. The turnkey project is expected to strengthen the regional transmission and distribution system to accommodate increasing industrial loads while maintaining reliable grid performance.
Under this contract, AMSC is expected to deliver its largest individual order for mining development in the company’s history during fiscal year 2027. The turnkey project includes complete design, engineering, installation and commissioning of an integrated power system that combines modular STATCOM technology with metal enclosed capacitor banks, shunt reactors, a 138kV power transformer, switchgear, as well as protection and control equipment. By engineering these technologies to operate as a single system, AMSC helps simplify project integration, improve reliability, and meets the utility’s performance requirements from day one.
"This award demonstrates the value of our integrated power solutions," said Daniel P. McGahn, Chairman, President and Chief Executive Officer of AMSC. “Customers are increasingly relying on a trusted partner that can deliver complete solutions, not just individual products. We bring together technology and expertise to deliver competitive solutions that help utilities meet growing power demands. This order illustrates the leverage that exists between our products, both from a customer perspective and from a financial perspective. The customer receives a complete solution tailored to their needs and what might have been a few million-dollar equipment order, now becomes a $25 million turnkey installation for us.”
AMSC’s integrated power solution optimizes system performance by combining dynamic and static reactive compensation technologies while enabling customers to scale their operations without added project complexity or size. By delivering a complete solution rather than standalone products, AMSC helps utilities improve power demands, meet grid performance requirements, reduce project complexity, and avoid costly redesigns, delays, and system upgrades as demand grows.
About AMSC (NASDAQ: AMSC)
Guided by a belief in the power of next, AMSC is a leading provider of power control solutions that apply innovation and creativity to address today's challenges and enable a more resilient and sustainable energy future. Driven by the purpose "to power progress," the Company integrates future-facing technologies to balance the global demand for clean energy with reliable, efficient power delivery. AMSC delivers advanced grid systems and engineering services to optimize network reliability, provides ship protection and power management solutions to enhance fleet efficiency and safety, and supplies electronic controls and designs that reduce wind energy costs. Beyond these systems, the Company provides capabilities in industrial process and control alongside environmental and emission control to ensure operational efficiency across the entire energy infrastructure. The Company's solutions are optimizing power network, increasing the safety of navy fleets, and powering gigawatts of renewable energy globally. Founded in 1987, AMSC is headquarters near Boston, Massachusetts with operations in Asia, Australia, Brazil, Europe, and North America. For more information, please visit
www.amsc.com
.
© 2026 AMSC. AMSC, American Superconductor, Comtrafo, Neeltran, NEPSI, NWL, D-VAR and to the next power are trademarks or registered trademarks of American Superconductor Corporation. All other brand names, product names, trademarks or service marks belong to their respective holders.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. We intend such forward-looking statements to be covered by the safe harbor provision for forward-looking statements contained in Section 27A of the Securities Act of 1933 as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Any statements in this release regarding orders and contracts; the value, scope, components and intended use, design, installation, commissioning and delivery of the integrated power quality solution ordered; the expected strengthening of the regional transmission and distribution system, accommodation of increasing industrial loads and maintenance of reliable grid performance; functionality, performance, benefits and capabilities of our products, systems and solutions; our expected timing of delivery for the integrated power quality solution ordered and other statements containing the words "believes," "anticipates," "plans," "expects," "will" and similar expressions, constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements represent management's current expectations and are inherently uncertain. There are a number of important factors that could materially impact the value of our common stock or cause actual results to differ materially from those indicated by such forward-looking statements. These important factors include, but are not limited to: If we fail to implement our business strategy successfully, our financial performance could be harmed; We may not realize all of the sales expected from our backlog of orders and contracts; We rely upon third-party suppliers for the components and subassemblies of many of our Grid and Wind products, making us vulnerable to supply shortages and price fluctuations, which could harm our business; We may acquire additional complementary businesses or technologies, which may require us to incur substantial costs for which we may never realize the anticipated benefits; Our business and operations may be materially adversely impacted in the event of a failure or security breach of our or any critical third parties’ IT Systems or Confidential Information; Our contracts with the U.S. and Canadian governments are subject to audit, modification or termination by such governments and include certain other provisions in favor of the governments. The continued funding of such contracts may remain subject to annual legislative appropriation, which, if not approved, could reduce our revenue and lower or eliminate our profit; Changes in U.S. government defense spending could negatively impact our financial position, results of operations, liquidity and overall business; Our performance on contracts with the U.S. Department of Defense may result in restrictions to our ability to repurchase our common stock or U.S. government denial of Foreign Military Sales or ceasing of assistance for international Direct Commercial Sales; Failure to comply with evolving data privacy and data protection laws, regulations, and other obligations, or to otherwise protect personal data, may adversely impact our business and financial results; Our success is dependent upon attracting and retaining qualified personnel and our inability to do so could significantly damage our business and prospects; A significant portion of our Wind segment revenues are derived from a single customer. If this customer’s business is negatively affected, it could adversely impact our business; Our success in addressing the wind energy market is dependent on the manufacturers that license our designs; Many of our revenue opportunities are dependent upon subcontractors and other business collaborators; Problems with product quality or product performance may cause us to incur warranty expenses or product liability charges a
AYER, Mass., July 28, 2026 (GLOBE NEWSWIRE) -- AMSC (Nasdaq: AMSC), a leading provider of power control solutions that harmonize an increasingly complex energy system and enable customers to scale their operations without added complexity or size, today announced it has secured a $25 million order from a North American utility. AMSC will provide an integrated power quality solution supporting a large-scale mining development. The turnkey project is expected to strengthen the regional transmission and distribution system to accommodate increasing industrial loads while maintaining reliable grid performance.
Under this contract, AMSC is expected to deliver its largest individual order for mining development in the company’s history during fiscal year 2027. The turnkey project includes complete design, engineering, installation and commissioning of an integrated power system that combines modular STATCOM technology with metal enclosed capacitor banks, shunt reactors, a 138kV power transformer, switchgear, as well as protection and control equipment. By engineering these technologies to operate as a single system, AMSC helps simplify project integration, improve reliability, and meets the utility’s performance requirements from day one.
"This award demonstrates the value of our integrated power solutions," said Daniel P. McGahn, Chairman, President and Chief Executive Officer of AMSC. “Customers are increasingly relying on a trusted partner that can deliver complete solutions, not just individual products. We bring together technology and expertise to deliver competitive solutions that help utilities meet growing power demands. This order illustrates the leverage that exists between our products, both from a customer perspective and from a financial perspective. The customer receives a complete solution tailored to their needs and what might have been a few million-dollar equipment order, now becomes a $25 million turnkey installation for us.”
AMSC’s integrated power solution optimizes system performance by combining dynamic and static reactive compensation technologies while enabling customers to scale their operations without added project complexity or size. By delivering a complete solution rather than standalone products, AMSC helps utilities improve power demands, meet grid performance requirements, reduce project complexity, and avoid costly redesigns, delays, and system upgrades as demand grows.
About AMSC (NASDAQ: AMSC)
Guided by a belief in the power of next, AMSC is a leading provider of power control solutions that apply innovation and creativity to address today's challenges and enable a more resilient and sustainable energy future. Driven by the purpose "to power progress," the Company integrates future-facing technologies to balance the global demand for clean energy with reliable, efficient power delivery. AMSC delivers advanced grid systems and engineering services to optimize network reliability, provides ship protection and power management solutions to enhance fleet efficiency and safety, and supplies electronic controls and designs that reduce wind energy costs. Beyond these systems, the Company provides capabilities in industrial process and control alongside environmental and emission control to ensure operational efficiency across the entire energy infrastructure. The Company's solutions are optimizing power network, increasing the safety of navy fleets, and powering gigawatts of renewable energy globally. Founded in 1987, AMSC is headquarters near Boston, Massachusetts with operations in Asia, Australia, Brazil, Europe, and North America. For more information, please visit
www.amsc.com
.
© 2026 AMSC. AMSC, American Superconductor, Comtrafo, Neeltran, NEPSI, NWL, D-VAR and to the next power are trademarks or registered trademarks of American Superconductor Corporation. All other brand names, product names, trademarks or service marks belong to their respective holders.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. We intend such forward-looking statements to be covered by the safe harbor provision for forward-looking statements contained in Section 27A of the Securities Act of 1933 as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Any statements in this release regarding orders and contracts; the value, scope, components and intended use, design, installation, commissioning and delivery of the integrated power quality solution ordered; the expected strengthening of the regional transmission and distribution system, accommodation of increasing industrial loads and maintenance of reliable grid performance; functionality, performance, benefits and capabilities of our products, systems and solutions; our expected timing of delivery for the integrated power quality solution ordered and other statements containing the words "believes," "anticipates," "plans," "expects," "will" and similar expressions, constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements represent management's current expectations and are inherently uncertain. There are a number of important factors that could materially impact the value of our common stock or cause actual results to differ materially from those indicated by such forward-looking statements. These important factors include, but are not limited to: If we fail to implement our business strategy successfully, our financial performance could be harmed; We may not realize all of the sales expected from our backlog of orders and contracts; We rely upon third-party suppliers for the components and subassemblies of many of our Grid and Wind products, making us vulnerable to supply shortages and price fluctuations, which could harm our business; We may acquire additional complementary businesses or technologies, which may require us to incur substantial costs for which we may never realize the anticipated benefits; Our business and operations may be materially adversely impacted in the event of a failure or security breach of our or any critical third parties’ IT Systems or Confidential Information; Our contracts with the U.S. and Canadian governments are subject to audit, modification or termination by such governments and include certain other provisions in favor of the governments. The continued funding of such contracts may remain subject to annual legislative appropriation, which, if not approved, could reduce our revenue and lower or eliminate our profit; Changes in U.S. government defense spending could negatively impact our financial position, results of operations, liquidity and overall business; Our performance on contracts with the U.S. Department of Defense may result in restrictions to our ability to repurchase our common stock or U.S. government denial of Foreign Military Sales or ceasing of assistance for international Direct Commercial Sales; Failure to comply with evolving data privacy and data protection laws, regulations, and other obligations, or to otherwise protect personal data, may adversely impact our business and financial results; Our success is dependent upon attracting and retaining qualified personnel and our inability to do so could significantly damage our business and prospects; A significant portion of our Wind segment revenues are derived from a single customer. If this customer’s business is negatively affected, it could adversely impact our business; Our success in addressing the wind energy market is dependent on the manufacturers that license our designs; Many of our revenue opportunities are dependent upon subcontractors and other business collaborators; Problems with product quality or product performance may cause us to incur warranty expenses or product liability charges a
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