Group 1 - The core point of the article is that Jianghai Co., Ltd. (002484.SZ) announced that its shareholders, Yiwei Investment and Zhu Xiang, plan to reduce their holdings in the company [1] - Yiwei Investment intends to reduce its stake by no more than 16.8415 million shares, which accounts for up to 2.00% of the company's total share capital [1] - Zhu Xiang plans to reduce his holdings by no more than 8 million shares, representing up to 0.95% of the company's total share capital [1]

Group 1 - Jianghai Co., Ltd. announced that its shareholder, Yiwei Investment Co., Ltd., plans to reduce its holdings by up to approximately 16.84 million shares through block trading within three months starting from February 2, 2026, excluding any legally mandated periods during which share reduction is prohibited [1] - Shareholder Mr. Zhu Xiang also intends to reduce his holdings by a total of up to 8 million shares through block trading or centralized bidding within the same three-month period [1]

证券代码：002484 证券简称：江海股份 公告编号：2026-001 南通江海电容器股份有限公司 | 序号 | 股东名称 | 持股数量 | 占总股本比例 | | --- | --- | --- | --- | | | | （股） | | | 1 | 亿威投资有限公司 | 117,442,410 | 13.95% | | 2 | 朱祥 | 60,627,966 | 7.2% | 关于持股 5%以上股东减持股份预披露公告 持股 5%以上股东亿威投资有限公司、朱祥保证向本公司提供的信息内容真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、持有南通江海电容器股份有限公司（以下简称"公司"或"本公司"）股份 117,442,410 股（占公司总股本比例的 13.95%，公司总股本按剔除回购专用账户中 8,449,368 股计算，下同）的股东亿威投资有限公司（以下简称"亿威投资"）计划 在本公告披露之日起 15 个交易日后的 3 个月内（即 2026 年 2 月 2 日至 2026 年 5 月 1 日，相关法律法规规定禁止减持的 ...

江海股份公告称，持股13.95%的股东亿威投资因自身资金需求，计划自公告披露之日起15个交易日后3 个月内（2026年2月至5月），以大宗交易方式减持不超16,841,491股，占总股本不超2.00%。持股7.2% 的股东朱祥出于同样原因，计划在同期以大宗交易或集中竞价方式减持不超800万股，占比不超 0.95%。本次减持计划实施存在不确定性，且不会导致公司控制权变更。 ...

Market Performance - The component sector increased by 0.64% on January 7, with Fangbang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Top Gainers - Fangbang Co., Ltd. (688020) closed at 82.48, up 12.57% with a trading volume of 67,700 shares and a transaction value of 528 million [1] - Chaoying Electronics (603175) closed at 75.08, up 9.75% with a trading volume of 114,000 shares [1] - Huazheng New Materials (603186) closed at 52.20, up 5.80% with a trading volume of 115,600 shares [1] Notable Decliners - Yibo Technology (301366) closed at 37.91, down 3.63% with a trading volume of 105,600 shares and a transaction value of 404 million [2] - Gaohua Technology (688539) closed at 49.55, down 2.46% with a trading volume of 77,500 shares [2] - Shenghong Technology (300476) closed at 307.99, down 2.12% with a trading volume of 417,700 shares and a transaction value of 12.949 billion [2] Capital Flow - The component sector experienced a net outflow of 1.483 billion from institutional investors, while retail investors saw a net inflow of 1.128 billion [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Fangzheng Technology (600601) had a net inflow of 430 million from institutional investors, while it faced a net outflow of 470 million from speculative funds [3] - Jianghai Co., Ltd. (002484) saw a net inflow of 159 million from institutional investors, but a significant outflow of 1.62 billion from retail investors [3] - Chaoying Electronics (603175) had a net inflow of 86 million from institutional investors, with a net outflow of 60 million from speculative funds [3]

Core Insights - The core viewpoint of the article emphasizes the significant role of medium and high-voltage variable frequency drives (VFDs) in industrial production, driven by China's "dual carbon" strategy and policy support, leading to a stable growth in market demand [1][10]. Industry Overview - Medium and high-voltage VFDs are essential for adjusting motor speed and operational status to meet various process requirements, commonly used in fans, pumps, and compressors [1][6]. - The market size of China's medium and high-voltage VFD industry is projected to grow from 10.8 billion yuan in 2017 to 21.6 billion yuan in 2024, with a compound annual growth rate (CAGR) of 10.41% [1][11]. Industry Chain - The upstream of the medium and high-voltage VFD industry includes raw materials and components such as transformers, IGBTs, capacitors, and cooling systems [8]. - The downstream applications encompass sectors like electricity, petrochemicals, construction materials, coal, and metallurgy [8]. Market Demand and Growth - The demand for medium and high-voltage VFDs is significantly influenced by the need for energy conservation and emission reduction in high-energy-consuming industries, particularly under strict environmental regulations [1][10]. - The industrial power generation in China is expected to grow from 6,275.82 billion kWh in 2017 to 9,418.1 billion kWh in 2024, with a CAGR of 5.97% [9][10]. Competitive Landscape - The medium and high-voltage VFD industry in China features a diversified competitive landscape, with both international brands (like Schneider, ABB, Siemens) and domestic leaders (like Invt, Huichuan Technology, and HeKang New Energy) [11]. - Domestic companies are gaining market share by leveraging localized service responsiveness and competitive product pricing [11]. Key Companies - Invt Electric Co., Ltd. focuses on industrial automation and energy sectors, reporting a revenue of 1.153 billion yuan from VFDs in the first half of 2025, a year-on-year increase of 6.56% [12]. - Huichuan Technology Co., Ltd. provides automation solutions across various industries, with a revenue of 8.807 billion yuan from general automation in the first half of 2025, reflecting a year-on-year growth of 17.11% [13]. Development Trends - Future trends in the medium and high-voltage VFD industry include energy efficiency optimization and enhanced dynamic response capabilities through advanced semiconductor devices and control algorithms [14]. - The integration of VFDs into the industrial internet will enable full lifecycle digital management, enhancing operational efficiency and predictive maintenance [15]. - VFDs are expected to evolve into power conversion nodes with multi-energy interfaces, supporting renewable energy integration and smart grid functionalities [15].

Group 1 - Jianghai Capacitor Innovation Research and Development (Zhejiang) Co., Ltd. has been established with a registered capital of 50 million yuan [1] - The company's business scope includes research and development of electronic special materials and investment activities using its own funds [1] - Shareholders of the company include Jianghai Co., Ltd. (002484), Zhejiang Provincial Transportation Group Technology Research Institute Co., Ltd., and Zhejiang Provincial Economic Construction Investment Co., Ltd. [1]

南方财经12月26日电，天眼查App显示，近日，江海电容创新研发（浙江）有限公司成立，法定代表人为刘知豪，注册资本5000万人民币，经营范围包括电 子专用材料研发、以自有资金从事投资活动。股东信息显示，该公司由江海股份（002484）、浙江省交通集团技术研究总院有限责任公司、浙江省经济建设 投资有限公司共同持股。 | つ天眼管 | | 都在用的 商业查 询 工 具 | 更公司 查老板 查关系 查风险 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 国家中小企业发展子基金旗下机构 | | | 江海电容创新研发(浙江)有限公司 | (×) | 天眼一下 | 船 应用 ▼ | 商务合作 企业级产 | | 基本信息 10 | | 法律诉讼 | 经营风险 | 经营信息 | | 公司发展 | 知识厂 | | 股东信息 3 3 ● 晶 股权结构 | | | | | | | の持 | | 序号 | | | 股东名称 | | | 持股比例 ÷ | 认缴出资额(万元) | | 1 | (Fianghel) | 南通江海电容器股份有限公司 富 | | | ...

Group 1 - The core point of the article is the establishment of Jianghai Capacitor Innovation R&D (Zhejiang) Co., Ltd. with a registered capital of 50 million yuan, focusing on electronic special materials research and investment activities [1] Group 2 - The company is jointly held by Zhejiang Economic Construction Investment Co., Ltd. and Jianghai Co., Ltd. (stock code: 002484) [1]

企业名称江海电容创新研发（浙江）有限公司法定代表人刘知豪注册资本5000万人民币国标行业制造业 >计算机、通信和其他电子设备制造业>电子器件制造地址浙江省杭州市萧山区宁围街道旅学路177号江 南电子谷产业园A1楼701室企业类型其他有限责任公司营业期限2025-12-25至无固定期限登记机关杭州 市萧山区市场监督管理局 来源：市场资讯 经营范围含电子专用材料研发；以自有资金从事投资活动(除依法须经批准的项目外，凭营业执照依法 自主开展经营活动)。 天眼查显示，近日，江海电容创新研发（浙江）有限公司成立，法定代表人为刘知豪，注册资本5000万 人民币，南通江海电容器股份有限公司、浙江省交通集团技术研究总院有限责任公司、浙江省经济建设 投资有限公司持股。 序号股东名称持股比例1南通江海电容器股份有限公司60%2浙江省交通集团技术研究总院有限责任公司 30%3浙江省经济建设投资有限公司10% ...