智通财经见习记者｜蒋习 2026年伊始，电力圈迎来一轮密集的高层人事变动。 1月20日，许继电气(000400.SZ)发布公告称，其董事长李俊涛因工作调动，近日申请辞去公司董事长、董事及董事会专门委员会相关职务。其原定任期至公 司第九届董事会届满之日止。辞职后，李俊涛将不再担任公司任何职务。 与此同时，该公司董事会同意提名季侃为公司第九届董事会非独立董事候选人，任期至本届董事会届满。 据许继电气微信公众号消息，1月11日，季侃以党委书记的身份调研其营销服务中心。 季侃调研许继电气营销服务中心 图片来源：许继电气微信公众号 许涛出席保变电气2026年度营销工作会议 图片来源：保变电气微信公众号 据许继电气2024年财报，许涛的总经理任期自2023年5月9日开始。至此次辞职，其任期不足三年。 保变电气董事长亦同步离任。该公司1月14日公告称，董事长刘淑娟因工作变动，辞去公司董事长、董事及董事会专门委员会相关职务，辞职后将不再担任 该公司任何职务。 制图：蒋习 许继电气与保变电气，同属中国电气装备集团有限公司(下称中国电气装备)旗下上市公司。 数日前，许继电气还发生了一场重要人事调整。 1月14日，许继电气公告，董 ...

Group 1 - The chairman of XJ Electric, Li Juntao, has resigned due to job relocation, and his resignation will take effect immediately upon delivery to the board [2][4] - The board has nominated Ji Kan as a candidate for a non-independent director, pending approval from the shareholders' meeting [2][4] - Li Juntao's tenure lasted only one year and nine months, indicating a rapid leadership change in response to the fast-paced energy transition [6] Group 2 - Ji Kan is recognized for his expertise in energy storage, holding the position of chairman at the group's energy storage technology company, which positions him as a key player in the sector [7] - The new energy storage market in China has seen significant growth, with an increase of over 260% in new installed capacity in 2023, highlighting the urgency for XJ Electric to find new breakthroughs [7] - Ji Kan's focus on transforming marketing strategies is crucial for XJ Electric to adapt to the competitive landscape of the energy storage market [7] Group 3 - The total investment planned by State Grid and Southern Grid during the 14th Five-Year Plan period approaches 5 trillion yuan, presenting significant growth opportunities for XJ Electric [8] - XJ Electric remains a core supplier in traditional high-voltage direct current sectors while also needing to expand into new areas like smart distribution networks and virtual power plants [8] - Ji Kan emphasizes that 2026 will be a critical year for the company, as it aims to solidify its position in both traditional and emerging markets [8] Group 4 - Ji Kan's nomination is seen as a strategic move to enhance XJ Electric's market capabilities, integrating traditional manufacturing expertise with new energy system understanding [9] - The competition in the power equipment industry has evolved from a focus on technology and scale to a comprehensive assessment of market responsiveness and ecosystem building [9] - Under Ji Kan's leadership, XJ Electric aims to balance its traditional strengths with new market demands, indicating a significant shift in corporate strategy [9]

Core Viewpoint - XJ Electric's stock price has shown significant volatility, with a year-to-date increase of 21.28% and a recent decline of 2.01% on January 22, indicating fluctuating investor sentiment and market dynamics [1][2]. Group 1: Stock Performance - As of January 22, XJ Electric's stock price was reported at 31.18 CNY per share, with a trading volume of 9.34 billion CNY and a market capitalization of 31.76 billion CNY [1]. - The stock has increased by 21.28% year-to-date, with notable gains of 8.38% over the last five trading days and 17.31% over the last 20 days [2]. - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 256 million CNY on January 19, accounting for 16.91% of total trading volume [2]. Group 2: Financial Performance - For the period from January to September 2025, XJ Electric reported a revenue of 9.45 billion CNY, reflecting a year-on-year decrease of 1.38%, while the net profit attributable to shareholders was 901 million CNY, showing a growth of 0.75% [3]. - The company has distributed a total of 2.27 billion CNY in dividends since its A-share listing, with 1.11 billion CNY distributed over the past three years [4]. Group 3: Shareholder Structure - As of September 30, 2025, XJ Electric had 114,600 shareholders, a slight increase of 0.49% from the previous period, with an average of 8,831 circulating shares per shareholder, down by 0.16% [3]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 29.36 million shares, which is a decrease of 1.26 million shares from the previous period [4].

Core Viewpoint - The article highlights the transformation of the Xuchang power equipment industry cluster towards high-end, intelligent, and green manufacturing, exemplified by the advanced automation in the production of smart electric meters and the development of key technologies in high-voltage direct current (HVDC) systems [1][2]. Group 1: Industry Transformation - The Xuchang power equipment industry cluster has achieved a total output value exceeding 140 billion yuan, positioning itself as a national innovative industrial cluster [1]. - The "black light factory" model has led to a sevenfold increase in per capita production efficiency and a reduction in delivery cycles by nearly half [1]. - The cluster includes major companies like Xuchang Electric and Cape Testing, contributing to a comprehensive integrated industrial ecosystem [1]. Group 2: Technological Advancements - Xuchang has successfully developed China's first HVDC converter valve, breaking the international monopoly on core technologies and reducing costs to one-tenth of foreign counterparts [2]. - The company now holds a 40% market share in global HVDC converter valves and 35% in HVDC control and protection systems, achieving over 20 "China first" and "world first" milestones [2]. - The production of supercharging stations allows electric vehicles to achieve full charge in just 10 minutes, with one in every eight public DC charging stations in China being "Xuchang-made" [2]. Group 3: Innovation and Research - The establishment of the Central Plains Electric Laboratory, supported by provincial government initiatives, focuses on advanced protection control technologies and aims to tackle "bottleneck" technologies [6]. - Xuchang's power equipment industry cluster has built 23 national and provincial innovation platforms and five national postdoctoral workstations, employing 16,000 specialized technical personnel [6]. - The city is committed to becoming a leading hub for intelligent power, prioritizing the power equipment sector in its strategic development [6].

证券之星消息，1月21日，深证国企ESG（970055）指数报收于1493.87点，涨0.68%，成交506.41亿元， 换手率1.75%。当日该指数成份股中，上涨的有20家，中钨高新以10.0%的涨幅领涨，下跌的有29家， 许继电气以3.25%的跌幅领跌。 深证国企ESG（970055）指数十大成份股详情如下： 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。 资金流向方面，深证国企ESG（970055）指数成份股当日主力资金净流入合计2.65亿元，游资资金净流 出合计5.32亿元，散户资金净流入合计2.67亿元。成份股资金流向详情见下表： ...

Core Viewpoint - The company, Guoli Electronics, is actively involved in the power grid construction sector, particularly in the context of the State Grid's significant investment plans during the 14th Five-Year Plan period, which amounts to 4 trillion yuan [1] Group 1: Company Products and Applications - Guoli Electronics' products, including vacuum circuit breakers and vacuum switch tubes, are widely used in flexible direct current transmission and distribution [1] - The company has established partnerships with notable clients such as Rongxin Huike, TBEA, and XJ Electric, indicating a strong presence in the power equipment sector [1] Group 2: Market Expansion - With the acceleration of the new power system construction in China, Guoli Electronics plans to continue expanding its market presence for related products [1]

李俊涛辞去许继电气股份有限公司（以下简称"许继电气"）董事长、董事及董事会专门委员会相关职务。 1月20日，许继电气发布公告称，公司董事会近日收到李俊涛提交的书面辞职报告， 因工作调动，李俊涛提出辞去公司董事长、董事及 董事会专门委员会相关职务（其原定任期至公司第九届董事会届满之日止） 。辞去以上职务后，李俊涛不再担任公司任何职务。辞职 报告自送达公司董事会之日起生效。李俊涛辞职不会影响公司正常生产经营和管理。 鉴于公司董事长李俊涛提出辞职申请，根据《公司法》《公司章程》等相关规定，经公司控股股东中国电气装备集团有限公司推荐并经 公司董事会提名委员会审查，公司董事会同意提名季侃为公司第九届董事会非独立董事候选人，任期至本届董事会届满。 证券代码:000400 一、董事长辞职情况 许继电气股份有限公司(以下简称"公司")董事会近日收到李俊涛先生提 交的书面辞职报告,因工作调动,李俊涛先生提出辞去公司董事长、董事及董事 会专门委员会相关职务(其原定任期至公司第九届董事会届满之日止）。辞去以 上职务后,李俊涛先生不再担任公司任何职务。 截止本公告日,李俊涛先生未持有公司股份,根据《公司法》及《公司章程》 等有关规定 ...

Group 1 - The resignation of Li Juntao from all positions in the company has been confirmed, and he holds no shares in the company as of the announcement date [1][2] - The board of directors has agreed to nominate Ji Kan as a candidate for a non-independent director for the ninth board, pending approval from the shareholders' meeting [1][2] - The company stated that Li Juntao has completed the handover process according to the company's resignation management system, and his departure will not affect normal production and management [1][2] Group 2 - On January 14, the company announced that it received a written resignation report from Xu Tao, the director and general manager, due to work changes, resigning from his position [1][2] - After resigning, Xu Tao will not hold any administrative positions other than being a director [1][2]

Group 1 - The company, XJ Electric (stock code: 000400), stated that it will disclose shareholder information in its regular reports to ensure all investors have equal access to this information [1]

Core Viewpoint - XJ Electric announced the nomination of Mr. Ji Kan as a candidate for the non-independent director of the company's ninth board of directors [2] Group 1 - The board of directors of XJ Electric has approved the nomination [2]