无锡信捷电气股份有限公司 关于股东部分股份延期购回及解除质押再质押的公告 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。 重要内容提示: 无锡信捷电气股份有限公司（以下简称"公司"）股东邹骏宇先生及其一 致行动人持有本公司股份 17,730,900 股，占公司总股本比例 12.61%。 近日收到股东邹骏宇先生的函告，邹骏宇先生所持有本公司的部分股份办理 了延期购回、解除质押并继续质押部分股份，本次解除质押、延期购回、质押后， 股东邹骏宇持有上市公司股份累计质押数量 10,440,000 股，占其本人及一致行 动人所持股份的比例为 58.88%,占公司总股本比例为 7.43%。 一、股东股份解除质押的情况 | 股东名称 | 邹骏宇 | | --- | --- | | 本次解除质押 | 920,000 | | 占其所持股份比例 | 5.19% | | 占公司总股本比例 | 0.65% | | 解除质押时间 | 2025/3/31（其中 650,000 股） | | | 2025/3/31（其中 270,000 股） | | 持股数 ...

证券简称：信捷电气 证券代码：603416 募集说明书 （注册稿） 保荐机构（主承销商） （山东省济南市市中区经七路 86 号） 无锡信捷电气股份有限公司 2024 年度向特定对象发行股票募集说明书 重大事项提示 无锡信捷电气股份有限公司 （无锡市滨湖区胡埭工业园北区刘塘路 9 号） 公司提请投资者仔细阅读本募集说明书"第七节 与本次发行相关的风险因 素"章节，并特别注意以下风险： 一、市场竞争风险 目前，我国工业自动化产品市场外资企业如安川电机、松下电器、三菱集团、 西门子等企业凭借品牌、技术和资本优势，在高端市场仍然占据较高市场份额， 以服务中大型客户为主；内资企业起初凭借性价比和本土化优势，依靠对客户个 性化需求的快速响应，在以中小型客户为主的中低端市场赢得市场份额，再通过 持续的资本和技术积累向高端市场渗透。 未来公司的产品将会更多地与国内外知名企业发生竞争。如果公司不能够持 续提高技术水平、强化服务体系、推出符合行业发展趋势的产品，提升公司综合 竞争力，则会在未来竞争中处于不利地位，而出现销售不及预期或打价格战的被 动局面，影响公司盈利水平的稳定性。 二、宏观经济波动风险 公司所处的工业自动化行业受 ...

证券简称：信捷电气 证券代码：603416 无锡信捷电气股份有限公司 （无锡市滨湖区胡埭工业园北区刘塘路 9 号） 2024 年度向特定对象发行股票 募集说明书 （注册稿） 保荐机构（主承销商） （山东省济南市市中区经七路 86 号） 2025 年 2 月 无锡信捷电气股份有限公司 2024年度向特定对象发行股票募集说明书 重大事项提示 公司提请投资者仔细阅读本募集说明书"第七节 与本次发行相关的风险因 素"章节，并特别注意以下风险： 一、市场竞争风险 目前，我国工业自动化产品市场外资企业如安川电机、松下电器、三菱集团、 西门子等企业凭借品牌、技术和资本优势，在高端市场仍然占据较高市场份额， 以服务中大型客户为主；内资企业起初凭借性价比和本土化优势，依靠对客户个 性化需求的快速响应，在以中小型客户为主的中低端市场赢得市场份额，再通过 持续的资本和技术积累向高端市场渗透。 公司主要原材料包括集成电路芯片、电子元器件、五金件、PCB 等，其中 集成电路芯片主要依靠向境外公司的境内代理商采购获取，占整体采购总额比例 较高。由于国际贸易政策变化等不可抗力因素，公司进口原材料可能出现延迟交 货、限制供应等不利情况。如果 ...

Investment Rating - The report maintains an "Accumulate" rating with a target price of 73.90, up from the previous forecast of 45.30 [5][13]. Core Views - The company demonstrates strong growth momentum through its recent private placement and equity incentive plan, which aligns the interests of the company and its talent [2][13]. - The company aims for a revenue CAGR exceeding 20% from 2025 to 2027, driven by technological advancements and channel expansion [13]. - The company is focusing on enhancing its PLC and drive control products across various industries, including textiles, printing, and food and beverage [13]. - The company is also entering the robotics sector, which is expected to provide a second growth curve, with existing products in AGV and laser packaging [13]. Financial Summary - Revenue is projected to grow from 1,335 million in 2022 to 2,597 million by 2026, reflecting a CAGR of 21.0% [12]. - Net profit attributable to the parent company is expected to increase from 222 million in 2022 to 359 million in 2026, with a notable growth of 30.8% in 2024 [12]. - The company’s current price is 58.12, with a market capitalization of 8,169 million [5][6]. Market Position - The company holds a market share of approximately 10% in the PLC segment and about 3% in the drive control motor segment, with plans to enhance its market presence through the establishment of marketing showrooms and warehousing networks in 12 cities [13].

Investment Rating - The report maintains a "Buy" rating for the company [1][4]. Core Views - The company is a leading domestic player in small PLCs and is expanding its product lines, enhancing its solution capabilities, and strengthening its competitive edge [1][8]. - The automation industry is showing signs of recovery after a period of stagnation, with expectations for growth in the PLC and general servo markets by 2026 [49]. Financial Data and Valuation - Total revenue is projected to grow from 1,335 million RMB in 2022 to 2,592 million RMB by 2026, with a compound annual growth rate (CAGR) of approximately 21% [3]. - The net profit attributable to shareholders is expected to increase from 199 million RMB in 2023 to 365 million RMB in 2026, reflecting a growth rate of 25% [3]. - The company's PE ratio is projected to decrease from 41.0 in 2023 to 22.4 in 2026, indicating an improving valuation [3]. Company Overview - The company, established in 2008, specializes in industrial automation products, including PLCs, servo systems, HMIs, and intelligent devices, and has a strong market position in China [12][16]. - The company has a stable management team and emphasizes R&D investment, with a significant increase in R&D expenses over the years [24][28]. Product Line Expansion - The company is expanding its product offerings beyond small PLCs to include medium and large PLCs, servo systems, and visual and robotic solutions, enhancing its overall solution capabilities [1][30]. - The market share for small PLCs reached 7.5% in 2023, ranking the company among the top four in the industry [30]. Shareholder Structure and Incentives - The company has implemented a stock incentive plan for key personnel and is increasing the shareholding of its controlling shareholder from 23.1% to 31.2% through a private placement [1][46]. Industry Outlook - The automation industry is expected to recover, with projections indicating that the market for PLCs and general servos will reach 18.84 billion RMB and 24.70 billion RMB, respectively, by 2026 [49].

证券代码：603416 证券简称:信捷电气 公告编号：2025-004 无锡信捷电气股份有限公司 关于向特定对象发行 A 股股票申请获得 中国证券监督管理委员会同意注册批复的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 无锡信捷电气股份有限公司（以下简称"公司"）于近日收到中国证券监督管 理委员会出具的《关于同意无锡信捷电气股份有限公司向特定对象发行股票注册 的批复》（证监许可〔2025〕562 号）（以下简称"批复文件"），现将批复文件内容 公告如下： 一、同意你公司向特定对象发行股票的注册申请。 2025 年 3 月 25 日 公司董事会将按照上述批复文件和相关法律法规的要求以及公司股东会的 授权，在规定期限内办理本次向特定对象发行股票的相关事项，并及时履行信息 披露义务，敬请广大投资者注意投资风险。 特此公告。 无锡信捷电气股份有限公司董事会 二、你公司本次发行应严格按照报送上海证券交易所的申报文件和发行方 案实施。 三、本批复自同意注册之日起 12 个月内有效。 四、自同意注册之日起至本 ...

三、本批复自同意注册之日起 12个月内有效。 无锡信捷电气股份有限公司: 中国证券监督管理委员会收到上海证券交易所报送的关于你 公司向特定对象发行股票的审核意见及你公司注册申请文件。根 据《中华人民共和国证券法》《中华人民共和国公司法》《国务院 办公厅关于贯彻实施修订后的证券法有关工作的通知》(国办发 〔2020〕5 号)和《上市公司证券发行注册管理办法》(证监会令 第 206号)等有关规定,经审阅上海证券交易所审核意见及你公 司注册申请文件,现批复如下: 一、同意你公司向特定对象发行股票的注册申请。 二、你公司本次发行应严格按照报送上海证券交易所的申报 文件和发行方案实施。 中国证券监督管理委员会 证监许可〔2025〕562 号 关于同意无锡信捷电气股份有限公司 向特定对象发行股票注册的批复 四、自同意注册之日起至本次发行结束前,你公司如发生重 大事项,应及时报告上海证券交易所并按有关规定处理。 2085年3月 | 抄送:江苏省人民政府;江苏证监局,上海证券交易所,中国证 | | --- | | 券登记结算有限责任公司及其上海分公司,中泰证券股份 | | 有限公司。 | | 分送:会领导。 | | 办公厅, ...

Core Insights - The report recommends several stocks, including Tencent Holdings, Xiaomi Group, Leap Motor, Mingyang Electric, Dongmu Co., Bojun Technology, Jinggong Technology, and Xinjie Electric, indicating a focus on sectors such as media, automotive, and new energy [1] - The upcoming Two Sessions are expected to emphasize fiscal support for the development of new productivity, with the government likely to issue long-term special bonds to support strategic emerging industries [1] - The report anticipates that significant investments will flow into advanced manufacturing sectors, including semiconductors and artificial intelligence, to accelerate technological breakthroughs and industrial upgrades [1] Company Summaries Tencent Holdings (00700.HK) - Tencent is the largest social platform in China, with a robust user base supporting its various business segments, including a gaming market share of 48.2% in 2023 [9][11] - The company is expected to benefit from the growth of its gaming sector, with projected net profits of 1,703.64 million, 1,911.76 million, and 2,162.84 million for 2024-2026, reflecting growth rates of 47.86%, 12.22%, and 13.13% respectively [11] Xiaomi Group (01810.HK) - Xiaomi is a leading global smartphone company, with smartphone revenue consistently exceeding 50% of total revenue, reaching 54.67% in the first three quarters of 2024 [13] - The company is advancing its "human-vehicle-home" ecosystem strategy and aims to become a global leader in hard technology, with projected adjusted net profits of 253.15 million, 319.16 million, and 383.86 million for 2024-2026 [14] Leap Motor (09863.HK) - Leap Motor focuses on the high cost-performance market, with a product matrix that includes five models and monthly sales exceeding 20,000 units as of June 2024 [15][17] - The company has partnered with Stellantis to expand into overseas markets, with plans to launch products in nine European countries by the end of 2024 [16] Mingyang Electric (301291.SZ) - Mingyang Electric anticipates a net profit of 600-700 million for 2024, driven by growth in the renewable energy sector and data center construction [18] - The company is expected to benefit from the increasing demand for offshore wind power, with projections of 10-15 GW of new installations in 2025 [19] Dongmu Co. (600114.SH) - Dongmu Co. is a leading manufacturer in powder metallurgy and soft magnetic materials, with a revenue of 2.353 billion in the first half of 2024, reflecting a year-on-year growth of 33.50% [23] - The company is positioned to benefit from the growing demand for foldable screens, with a projected CAGR of 30% in foldable smartphone shipments from 2024 to 2028 [24] Bojun Technology (300926.SZ) - Bojun Technology has seen significant growth, with revenues of approximately 2.6 billion in 2023, a year-on-year increase of about 87% [27] - The company is expanding its modular business and has secured orders totaling 7.1 billion, ensuring high growth potential for the next three years [27] Jinggong Technology (002006.SZ) - Jinggong Technology is a leader in carbon fiber equipment, with a market share of over 50% in China, benefiting from the increasing demand in commercial aviation and new energy vehicles [31][32] - The company expects revenues of 1.776 billion, 2.019 billion, and 2.504 billion for 2024-2026, with corresponding net profits of 212 million, 258 million, and 357 million [32] Xinjie Electric (603416.SH) - Xinjie Electric has shown a revenue growth of 10.93% in the first half of 2024, with a net profit increase of 21.74% [33] - The company is positioned to benefit from the recovery of high-end manufacturing and increased capital expenditure in the manufacturing sector [34]

公司本次向特定对象发行股票事项尚需经中国证券监督管理委员会做出同 意注册的决定后方可实施，最终能否获得中国证券监督管理委员会同意注册的决 定及其时间尚存在不确定性。公司将根据该事项的进展情况及时履行信息披露义 务，敬请广大投资者注意投资风险。 证券代码：603416 证券简称:信捷电气 公告编号：2025-003 无锡信捷电气股份有限公司 关于向特定对象发行股票申请获得上海证券交易所 审核通过的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 无锡信捷电气股份有限公司（以下简称"公司"）于 2025 年 2 月 11 日收到上 海证券交易所出具的《关于无锡信捷电气股份有限公司向特定对象发行股票的交 易所审核意见》，具体审核意见如下： "无锡信捷电气股份有限公司向特定对象发行股票申请符合发行条件、上市 条件和信息披露要求。本所将在收到公司申请文件后提交中国证监会注册。" 特此公告。 无锡信捷电气股份有限公司董事会 2025 年 2 月 12 日 ...

证券代码：603416 证券简称：信捷电气 公告编号：2025-002 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）、上海 证券交易所和中国证券登记结算有限责任公司上海分公司的有关规定，无锡信捷 电气股份有限公司（以下简称"公司"）完成了 2024 年限制性股票激励计划（以 下简称"本激励计划"）首次授予部分限制性股票的登记工作。现将有关事项说 明如下： 一、限制性股票授予情况 无锡信捷电气股份有限公司 关于 2024 年限制性股票激励计划首次授予结果公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 重要内容提示： （一）根据公司 2024 年第四次临时股东会的授权，公司于 2024 年 12 月 23 日分别召开第五届董事会第七次会议和第五届监事会第七次会议，审议通过了 《关于向 2024 年限制性股票激励计划激励对象首次授予限制性股票的议案》。 董事会认为公司 2024 年限制性股票激励计划规定的授予条件均已满足，确定以 2024 年 12 月 23 日为首次授予日，向 55 名 ...