Core Viewpoint - The shareholders of Wangbian Electric have implemented a share reduction plan, resulting in a total reduction of 0.98% of the company's total share capital [1] Shareholder Reduction Details - Shareholder Yang Houqun reduced holdings by 2,189,600 shares, representing 0.66% of the total share capital [1] - Shareholder Yang Xiaolin reduced holdings by 622,300 shares, representing 0.19% of the total share capital [1] - Shareholder Long Zhigang reduced holdings by 116,000 shares, representing 0.03% of the total share capital [1] - Shareholder Pi Tianbin reduced holdings by 375,000 shares, representing 0.11% of the total share capital [1] - As of the announcement date, Yang Xiaolin, Long Zhigang, and Pi Tianbin have completed their share reductions, while Yang Houqun has terminated his reduction plan early, retaining 2,269,844 shares, which is 0.68% of the total share capital [1]

Group 1 - The electric grid equipment sector experienced a decline at the beginning of trading on January 21, with HeShun Electric falling over 7% [1] - Other companies in the sector, including XinTe Electric, ZhongNeng Electric, WangBian Electric, and ShuangJie Electric, also saw significant drops in their stock prices [1]

证券代码：603191 证券简称：望变电气 公告编号：2026-005 重庆望变电气（集团）股份有限公司 关于控股股东、实际控制人及其一致行动人 权益变动触及 1%刻度的提示性公告 控股股东、实际控制人及其一致行动人杨厚群女士、杨小林先生、隆志钢先生和 皮天彬先生保证向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或 重大遗漏。 重要内容提示： 一致行动人名称 投资者身份 统一社会信用代码 杨泽民 ☑ 控股股东/实控人 □ 控股股东/实控人的一致 行动人 □ 其他直接持股股东 □ _____________ ☑ 不适用 秦惠兰 ☑ 控股股东/实控人 □ 控股股东/实控人的一致 行动人 □ 其他直接持股股东 □ _____________ ☑ 不适用 杨耀 ☑ 控股股东/实控人 □ 控股股东/实控人的一致 行动人 □ 其他直接持股股东 □ _____________ ☑ 不适用 | 杨秦 | ☑ | 控股股东/实控人 | □ _____________ | | --- | --- | --- | --- | | | □ 行动人 | 控股股东/实控人的一致 | 不适用 ☑ | | | □ | 其他直接 ...

Core Viewpoint - The company, Wangbian Electric (603191.SH), announced that its actual controller's concerted actors will reduce their shareholdings through centralized bidding transactions, resulting in a decrease in their total shareholding percentage from 40.63% to 39.74% [1] Group 1 - Yang Houqun will reduce her holdings by 1,867,700 shares between November 13, 2025, and January 13, 2026 [1] - Yang Xiaolin will reduce his holdings by 622,300 shares between November 12, 2025, and January 13, 2026 [1] - Long Zhigang will reduce his holdings by 116,000 shares on November 13, 2025 [1] - Pi Tianbin will reduce his holdings by 375,000 shares between November 13, 2025, and January 13, 2026 [1]

格隆汇1月15日丨望变电气(603191.SH)公布，公司于近日收到公司实际控制人一致行动人杨厚群女士、 杨小林先生、隆志钢先生和皮天彬先生的通知。杨厚群女士于2025年11月13日至2026年1月13日通过集 中竞价交易减持公司股份1,867,700股；杨小林先生于2025年11月12日至2026年1月13日通过集中竞价交 易减持公司股份622,300股；隆志钢先生于2025年11月13日通过集中竞价交易减持公司股份116,000股； 皮天彬先生于2025年11月13日至2026年1月13日通过集中竞价交易减持公司股份375,000股。其与一致行 动人合计持有公司股份比例由40.63%减少至39.74%，权益变动触及1%刻度。 ...

Group 1 - The core point of the news is that Wangbian Electric has seen a stock price increase of 5.08%, reaching 18.20 CNY per share, with a trading volume of 372 million CNY and a turnover rate of 6.37%, resulting in a total market capitalization of 6.049 billion CNY [1] - Wangbian Electric, established on August 16, 1994, and listed on April 28, 2022, is primarily engaged in the research, production, and sales of power distribution and control equipment, as well as oriented silicon steel [1] - The revenue composition of Wangbian Electric includes 62.23% from power distribution and control equipment, 34.65% from oriented silicon steel, and 3.12% from other sources [1] Group 2 - According to data, a fund under Southern Fund holds a significant position in Wangbian Electric, with the Southern Quantitative Growth Stock Fund (001421) owning 95,200 shares, accounting for 1.02% of the fund's net value, making it the ninth-largest holding [2] - The Southern Quantitative Growth Stock Fund (001421) has a current scale of 148 million CNY and has achieved a return of 6.85% this year, ranking 2085 out of 5525 in its category; over the past year, it has returned 58.98%, ranking 785 out of 4208 [2] - The fund manager of Southern Quantitative Growth Stock Fund (001421) is Xu Gonglei, who has been in the position for 2 years and 222 days, with the fund's total asset size at 942 million CNY and a best return of 50.13% during his tenure [3]

Group 1 - Guodian NARI (600406) is a state-owned enterprise based in Nanjing, recognized as a benchmark for scientific reform among central enterprises, with a strong research and development system and significant achievements in grid technology [1] - The company has a market share of over 75% in dispatch automation systems and over 50% in UHV converter valves, with its products addressing grid stability issues caused by renewable energy generation [1] - The demand for AI computing power and electricity is driving the construction of new power systems, and the company is expanding its overseas business, exporting products like distribution transformers to multiple countries [1] Group 2 - Suyuan Electric (002028) is a comprehensive supplier of power transmission and distribution based in Shanghai, focusing on UHV and energy storage sectors, and is the largest manufacturer of high-voltage packages and coils in China [2] - The company expects 60% of its overseas revenue in 2024 to come from transformers, with overseas orders growing over 50% and a remarkable 89% growth in the first half of 2025 [2] - The surge in demand for high-voltage transmission and distribution equipment driven by AI computing centers and new energy projects presents significant growth opportunities for the company [2] Group 3 - China XD Electric (601179) is a state-owned enterprise based in Xi'an, specializing in high and ultra-high voltage transformers and power transmission and distribution equipment, capable of producing products across a voltage range of 10kV to 1000kV [3] - The company has a significant market share in UHV projects and has seen an increase in exports to Europe, with its technology reaching international advanced levels [3] - The demand for UHV technology is increasing due to the need for long-distance power transmission, and the company is well-positioned to meet both domestic and international market needs [3] Group 4 - Baobian Electric (600550) is a core supplier of UHV DC transformers based in Baoding, with a strong position in high-end transformers and a market share of 30% in UHV products [4] - The company has unique technologies that reduce material costs and has participated in major projects, exporting to over 40 countries [4] - The urgent demand for high-reliability transformers driven by AI computing centers and new energy power stations positions the company to benefit from both domestic and international projects [4] Group 5 - Jinpan Technology (688676) is a leading global manufacturer of dry-type transformers based in Haikou, focusing on wind and solar energy applications, with 98% of its products supporting renewable energy [5] - The company has a significant order backlog of 2.85 billion yuan for 2025, reflecting a substantial year-on-year growth of 180% [5] - The increasing demand for efficient dry-type transformers from AI computing centers and the proliferation of renewable energy generation presents a strong growth opportunity for the company [5] Group 6 - Mingyang Electric (301291) is a leader in offshore wind power transformers based in Zhongshan, specializing in dry-type transformers and prefabricated substations [6] - The company has developed products that meet the extreme conditions of offshore environments and is expected to achieve significant sales in North America by 2026 [6] - The growing demand for offshore wind power and the urgent need for grid upgrades in North America provide ample order support for the company [6] Group 7 - Teruid (300001) is a pioneer in outdoor box-type power equipment based in Qingdao, recognized as a champion enterprise in manufacturing [7] - The company has a complete technology system for modular prefabricated substations and has a leading market share in the new energy sector [7] - The demand for modular products from AI computing centers and the need for grid upgrades position the company to capture significant market growth [7] Group 8 - XJ Electric (000400) is a high-tech enterprise based in Xuchang, focusing on UHV and smart grid technologies, with a comprehensive industrial chain covering all aspects of power transmission and distribution [8] - The company has participated in all domestic UHV DC transmission projects and has a strong patent portfolio [8] - The growth in AI computing and electricity demand is accelerating the construction of smart grids, providing competitive advantages for the company [8] Group 9 - Sifang Co., Ltd. (601126) is based in Beijing and has a strong advantage in smart distribution networks, providing a full range of products for self-healing control and primary and secondary integration [9] - The company has implemented its products in over 30 provinces and cities, significantly improving efficiency in power distribution [9] - The demand for reliable power supply from AI computing centers and the ongoing digital transformation of distribution networks present broad development opportunities for the company [9] Group 10 - Samsung Medical (601567) is based in Ningbo and operates in both smart power distribution and medical services, covering a wide range of products in the power equipment sector [10] - The company has established manufacturing bases in multiple locations and has a marketing presence in over 70 countries [10] - The construction of AI computing centers and new energy projects requires substantial power distribution equipment, positioning the company to benefit from global demand growth [10]

证券代码：603191 证券简称：望变电气 公告编号：2026-002 重庆望变电气（集团）股份有限公司（以下简称"公司"或"望变电气"）第四届董事会第十六次会议通知 于2026年1月3日以通讯的方式发出，会议于2026年1月8日以现场结合通讯方式在公司会议室召开。本次 会议应出席董事9人，实际出席董事9人（其中以通讯方式出席4人），公司董事长杨泽民先生主持本次 董事会会议，公司部分高级管理人员列席了会议，会议召集、召开、表决程序及审议事项符合《中华人 民共和国公司法》《中华人民共和国证券法》等相关法律法规、规范性文件及《重庆望变电气（集团） 股份有限公司章程》的规定，会议形成的决议合法、有效。 二、董事会会议审议情况 （一）审议通过《关于公司组织机构调整的议案》 重庆望变电气（集团）股份有限公司 第四届董事会第十六次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 表决结果：同意9票，反对0票，弃权0票。 为提高工作效率、优化资源配置、增强公司竞争力，满足公司的战略目标、业务需求和管理要求 ...

（文章来源：证券日报） 证券日报网讯 1月9日，望变电气发布公告称，公司于2026年1月8日召开第四届董事会第十六次会议， 审议通过了《关于选举公司副董事长的议案》，同意选举胡守天先生为公司第四届董事会副董事长。 ...

（文章来源：证券日报） 证券日报网讯 1月9日，望变电气发布公告称，公司第四届董事会第十六次会议审议通过《关于公司组 织机构调整的议案》《关于选举公司副董事长的议案》。 ...