Group 1 - As of July 30, 2025, Jiangte Electric's stock price closed at 7.83 yuan, down 0.29 yuan or 3.57% from the previous trading day [1] - The trading volume on that day reached 810 million yuan, with a turnover rate of 6.01% [1] - Jiangte Electric's main business includes motors, lithium mines, robots, and solid-state batteries [1] Group 2 - On July 28, Jiangte Electric announced a change in its actual controller, with the original controllers Zhu Jun and Lu Shunmin signing a share transfer agreement with Beijing Wubai Yingli Technology Co., Ltd., which will hold 50% of the shares [1] - Following the transaction, the actual controllers will be Wang Xin and Zhu Jun, with Wang Xin having continuously increased his stake in Jiangte Electric since 2017, reaching 2.94% by the end of Q1 2025, making him the second-largest shareholder [1] - On July 30, Jiangte Electric experienced a net outflow of main funds amounting to 83.8263 million yuan, accounting for 0.63% of its circulating market value [1]

除了前述的股权转让，伍佰英里科技持股99%的控股股东王新与朱军签署了《一致行动协议》。同时卢 顺民与朱军签署了《表决权委托协议》，约定自本次转让完成工商变更之日起，卢顺民将其所持有的江 特实业 25%的股权对应的表决权等股东权利全部委托给朱军行使。 伍佰英里科技成立于2022年，据称从事技术推广与应用业务，不过公司过去三年间的营业收入均为零。 这笔交易中江特实业估值为6.3亿元，王新旗下的伍佰英里科技为间接获得江特电机共同控制权付出了 3.15亿元。 这一系列操作完成后，江特电机控股股东仍为江特电气，公司实际控制人由朱军、卢顺民变更为王新、 朱军。 【#江特电机新主揭晓#，神秘自然人王新蛰伏八年成新实控人之一】前后等待了五个交易日后，江特电 机（002176.SZ）新主终于浮出水面。 7月28日，江特电机披露，公司实际控制人朱军、卢顺民与北京伍佰英里科技有限公司（"伍佰英里科 技"）签署了《股权转让协议》，朱军、卢顺民分别向伍佰英里科技转让其持有的江西江特实业有限公 司（"江特实业"）25%的股权。本次转让后，伍佰英里科技持有江特实业50%的股权，朱军、卢顺民各 持有江特实业25%的股权。 江特实业是江特电机 ...

江特电机最新一期业绩显示，截至2025一季报，公司营业总收入5.01亿元、同比增长67.74%，归属净利 润4308.32万元，同比减少42.24%，扣非净利润5445.70万元，同比减少3.58%，流动比率1.152、速动比 率0.969、资产负债率47.08%。 金融界消息 截至2025年7月29日收盘，江特电机（002176）报收于8.12元，上涨4.91%，换手率 10.69%，成交量182.33万手，成交金额14.99亿元。 资金流向方面，今日主力资金净流出1770.97万元，占比成交额1.18%。其中，超大单净流出2076.41万 元、占成交额1.38%，大单净流入305.44万元、占成交额0.2%，中单净流出流入2176.66万元、占成交额 1.45%，小单净流出405.69万元、占成交额0.27%。 来源：金融界 天眼查商业履历信息显示，江西特种电机股份有限公司，成立于1995年，位于宜春市，是一家以从事通 用设备制造业为主的企业。企业注册资本170632.5581万人民币，实缴资本170632.5581万人民币。公司 法定代表人为梁云。 通过天眼查大数据分析，江西特种电机股份有限公司共对外投 ...

Core Viewpoint - Jiangte Electric (002176.SZ) has undergone a change in its actual controlling shareholder, with Wang Xin replacing Lu Shunmin, raising questions about the company's future direction and stability amid ongoing financial struggles in the lithium battery sector [2][3]. Shareholder Changes - The change in control was achieved through an adjustment in the equity structure of Jiangte Electric's indirect controlling shareholder, Jiangxi Jiangte Industrial Co., Ltd., with Wang Xin acquiring 50% of the equity for 315 million yuan [3]. - After the transaction, Wang Xin's direct shareholding is 2.94%, and his indirect holding through Jiangte Industrial is 4.08% [4]. Financial Performance - Jiangte Electric has faced significant financial challenges, reporting a gross margin of -21.92% in its lithium business for 2024, leading to two consecutive years of losses [2][9]. - The company's main revenue sources are intelligent motors and lithium battery segments, with the latter accounting for nearly 50% of total revenue [9]. Market Context - The lithium battery sector is currently at a cyclical low, impacting Jiangte Electric's performance, which mirrors past struggles when the company attempted to bring in Ganfeng Lithium (002460.SZ) as a potential buyer [9][10]. - As of June 19, 2025, Jiangte Electric's controlling shareholder has 46.41% of its shares pledged, which poses risks to the stability of control if financial difficulties arise [11]. Future Outlook - Wang Xin's background in real estate and his long-term investment in Jiangte Electric raise questions about his ability to navigate the company out of its current difficulties [6][9]. - The company has provided 160 million yuan in guarantees for its controlling shareholder, indicating a reliance on the stability of Jiangte Electric's financial situation to mitigate risks [12].

本报记者 曹琦 7月29日，江西特种电机股份有限公司（以下简称"江特电机"）股票复牌，公司控制权转让一事悬念同 步揭晓，二股东王新将成为公司新的实控人。 受此消息影响，江特电机股价今日大涨4.91%，截至收盘报8.12元/股。 如何应对行业下行？ 依托于地处江西宜春的区位优势和自有矿山优势，江特电机在利用锂矿石制备碳酸锂方面工艺积淀深 厚，具备较大储量的锂矿资源和一定当量的碳酸锂有效产能，是目前国内云母提锂的龙头企业之一。 近两年，面对碳酸锂价格低位运行江特电机业绩承压，"为了应对行业下滑，公司对提高锂云母转晶 率、提高锂云母精矿回收率、提高锂辉石制备碳酸锂回收率、锂渣处理等关键工艺进行了深入研究，持 续夯实利用锂云母提锂的核心技术。"此前，公司相关负责人表示。 同时公司正在积极推进"茜坑"锂矿的开采。据了解，茜坑锂矿属于典型的蚀变花岗岩型锂云母型矿床， 在已探明的世界锂云母型矿床中锂含量处于较高的水平，在中国已取得采矿权的锂云母矿权中属于平均 品位最前位的矿床之一，具有较强的成本优势。 二股东王新变实控人后，或许将为江特电机注入新的发展动力。公司方面表示，二股东王新长期致力于 新能源产业、超硬材料及人工智能 ...

Core Viewpoint - The control of Jiangte Electric has changed hands to Wang Xin, a prominent investor known for his active presence in the A-share market, after a nearly eight-year investment journey [1][2][4]. Group 1: Shareholding Changes - On July 28, Jiangte Electric announced that Beijing Wubai Yingli Technology Co., Ltd. acquired a 50% stake from the current controllers, Zhu Jun and Lu Shunmin, for 310 million yuan, valuing the company at 630 million yuan [2][3]. - Following the transaction, the controlling shareholder remains unchanged, but the actual controller shifts to Wang Xin and Zhu Jun [2][3]. - Wang Xin and Zhu Jun have agreed to act in concert regarding the management and decision-making of Jiangte Electric and its subsidiaries [2]. Group 2: Historical Context - Zhu Jun and Lu Shunmin have previously attempted to transfer control of Jiangte Electric, including a failed attempt in 2020 to issue new shares to Ganfeng Lithium [3]. - Wang Xin first appeared as a significant shareholder in Jiangte Electric in Q4 2017, holding approximately 9.73 million shares valued at about 110 million yuan [4][5]. Group 3: Financial Performance and Market Position - Jiangte Electric has faced significant financial challenges, with expected losses in 2023 and 2024, and a projected net loss of 135 to 165 million yuan for the first half of 2023 [7]. - The company has substantial lithium reserves, with over 10 million tons of lithium resources, but has seen its market performance decline due to falling lithium prices [9]. - The electric motor segment, which includes various applications, accounted for 46.18% of revenue in 2024, showing a notable increase compared to previous years [9][11]. Group 4: Future Prospects - Jiangte Electric plans to enhance its electric motor research and development, aiming to establish a well-known servo motor brand and expand into integrated motor control systems [11]. - The potential growth in the electric motor business could serve as a new variable for the company's performance moving forward [11].

"炒股炒成大股东"，不是一句玩笑话。 记者丨董鹏 编辑丨朱益民 根据公告，公司现任实控人朱军、卢顺民与北京伍佰英里科技公司签署股权转让协议，向后者转让江特 实业集团的50%股权。 上述权益变动后，江特电机的实控人将由朱军、卢顺民，变更为王新、朱军。 详式权益变动书还显示，本次权益变动前，伍佰英里科技未直接或间接持有上市公司股份；王新直接持 有上市公司5012万股股份，占上市公司总股本的2.94%。 即，江特电机的新任实控人，便是上市公司此前已经持股八年之久的"牛散"王新。 八年"陪跑" 王新最早现身江特电机股东名单中，还要追溯到2017年四季度。 彼时，王新以973万股的持股规模，首次跻身江特电机前十大流通股股东第八位。此后三个季度，江特 电机股价走低，王新亦在减持公司股票，直至从公司前十大股东名单中消失。 时隔一年，2018年四季度王新再次以1013万股的持股数量上榜，自此他连续持股至今，并完整经历了最 近一轮的锂业周期。 王新持股过程中，江特电机更是一度成为2021年的年度牛股。 7月23日，江特电机（002176.SZ）复牌后逼近涨停，前一日晚间该公司披露了控制权变更的提示性公 告。 2020年5月，锂 ...

Core Viewpoint - The article discusses the recent change in control of Jiangte Motor (002176.SZ) following a share transfer agreement, highlighting the implications of this shift for the company's future and its new actual controller, Wang Xin [1][2][19]. Group 1: Change in Control - Jiangte Motor's actual controller has changed from Zhu Jun and Lu Shunmin to Wang Xin and Zhu Jun after the transfer of 50% equity of Jiangte Industrial Group to Beijing Wubai Yingli Technology [1][2]. - Wang Xin, who has been a shareholder for eight years, now holds a significant stake in Jiangte Motor, with 50.12 million shares, representing 2.94% of the total share capital [2][3]. Group 2: Wang Xin's Investment Journey - Wang Xin first appeared in Jiangte Motor's shareholder list in Q4 2017 with 9.73 million shares and has since navigated through various market cycles, including a significant increase in stock price during the lithium boom [5][6]. - His investment strategy involved accumulating shares during low price periods, with a notable increase of 44 million shares from Q4 2018 to Q2 2021, while also experiencing a reduction in holdings during market fluctuations [10][11]. Group 3: Financial Performance and Market Position - Jiangte Motor's stock price saw a dramatic rise from a low of 1.25 yuan in May 2020 to a peak of 32.56 yuan in September 2021, showcasing the volatility and potential of the lithium market [6][12]. - Despite recent downturns, Wang Xin's entry point and average cost of shares suggest he may still be in a profitable position, with estimates indicating a potential doubling of his investment value at current prices [13][12]. Group 4: Future Prospects and Challenges - The company has two main business segments: electric motors and lithium mining, but has faced challenges, including a significant loss of 0.95 billion to 1.25 billion yuan in the first half of the year, marking its third consecutive year of losses [20]. - Wang Xin's involvement is expected to bring resources and strategic advantages to Jiangte Motor, potentially improving operational efficiency and profitability, although the exact impact remains uncertain [19][20].

Core Viewpoint - Lithium-rich manganese-based cathode materials are ideal for solid-state batteries due to their high specific capacity, high voltage characteristics, cost advantages, and compatibility with solid-state battery systems, showing significant potential in enhancing energy density, safety, and reducing costs [2]. Group 1: Industry Overview - The maturity of solid-state battery technology is expected to accelerate the penetration of lithium-rich manganese-based materials in high energy density demand scenarios such as new energy vehicles and low-altitude economy [2]. - According to incomplete statistics from SPIR, there are currently 34 core production enterprises of lithium-rich manganese-based cathode materials for solid-state batteries in China [2]. Group 2: List of Companies - A list of 34 companies producing lithium-rich manganese-based cathode materials includes: - Tsinghua Tongfang Technology - Rongbai Technology - Guoxuan High-Tech - Hunan Youneng - Greeenme - Ningbo Yian Lithium - Wanrun New Energy - Tianli Lithium Energy - Kunming Technology - Zhongke Gonen - Shenzhen Kejing - Changyuan Lithium Technology - Fengyuan Co., Ltd. - Huayou Cobalt - Zhenhua New Materials - Yibin Lithium Treasure - Jiangte Electric - BASF Shanshan - Chuanglu Advanced - Jinlongyu - Greenme - Xiangtan Electrochemical - Mengguli - Xiamen Tungsten New Energy - Chuangneng Huitong - Jusheng Technology - Sufang New Energy - Longli New Energy - Chuangneng New Materials - Zhuhai Guanyu - Tianhua New Energy - Su Lithium Technology - Ningxia Hanyao - Boshik High-Tech [3].

Core Viewpoint - The control of Jiangte Electric (002176.SZ) has changed hands, with Wang Xin becoming the new actual controller through a share transfer agreement with the current controllers, Zhu Jun and Lu Shunmin [2][3]. Group 1: Shareholding Changes - Wang Xin, who has been a shareholder of Jiangte Electric for eight years, will now control 50% of Jiangte Industrial Group through his company, Beijing Wubai Yingli Technology [3][18]. - Prior to this change, Wubai Yingli Technology did not hold any shares in the listed company, and Wang Xin directly owned 50.12 million shares, accounting for 2.94% of the total share capital [3][18]. Group 2: Historical Shareholding - Wang Xin first appeared in Jiangte Electric's shareholder list in Q4 2017 with 9.73 million shares and has since experienced fluctuations in his holdings, including a significant increase during the lithium industry boom [4][5]. - The stock price of Jiangte Electric saw a dramatic rise from a low of 1.25 yuan in May 2020 to a peak of 32.56 yuan in September 2021 [6]. Group 3: Financial Performance - Despite a decline in stock price over the past three years, Wang Xin's average acquisition cost is likely lower than the current market price, suggesting he may still hold a profit [7][13]. - Jiangte Electric reported a projected loss of 0.95 billion to 1.25 billion yuan for the first half of the year, marking its third consecutive year of losses [22]. Group 4: Future Prospects - The company has two main business segments: electric motors and lithium mining and salt manufacturing, but faces challenges due to slow progress in its lithium project, impacting its competitive position [20][21]. - Wang Xin's entry is expected to bring potential changes and resources to Jiangte Electric, although the specific benefits remain uncertain [19].