Core Viewpoint - The company, Yigor (002922.SZ), announced that its stock price has deviated significantly, with a cumulative increase of over 20% over three consecutive trading days, indicating abnormal trading fluctuations [1] Summary by Relevant Sections - **Stock Performance** - Yigor's stock price has experienced a cumulative increase of over 20% in the last three trading days, which is classified as an abnormal trading fluctuation [1] - **Company Disclosure** - The company confirmed that there are no corrections or additional disclosures needed regarding previously released information [1] - There have been no significant changes in the company's recent operational conditions or external business environment [1] - The company, its controlling shareholders, and actual controllers have no undisclosed significant matters that should be reported [1] - **Investor Advisory** - The company has reminded investors to be cautious and aware of investment risks [1]

Core Viewpoint - The stock of Yigor experienced a significant price fluctuation, with a cumulative increase of over 20% during three consecutive trading days from November 5 to November 7, 2025, which is classified as abnormal trading activity according to Shenzhen Stock Exchange regulations [1] Summary by Relevant Sections - **Stock Price Movement** - Yigor's stock price increased by more than 20% over three consecutive trading days [1] - **Company Verification** - The company's board of directors, controlling shareholders, and actual controllers confirmed that there are no corrections or supplements needed for previously disclosed information [1] - There have been no significant changes in the company's operational situation or external environment [1] - **Disclosure Compliance** - The company, controlling shareholders, and actual controllers have no undisclosed significant matters that should be reported [1] - During the period of stock price fluctuation, the controlling shareholders and actual controllers did not engage in buying or selling the company's stock [1] - **Regulatory Adherence** - The board of directors confirmed that there are no undisclosed matters that could significantly impact the company's stock trading price, and that the company's operations and information disclosures comply with relevant regulations [1]

证券代码：002922 证券简称：伊戈尔 公告编号：2025-094 伊戈尔电气股份有限公司 关于股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、 股票交易异常波动的情况介绍 伊戈尔电气股份有限公司（以下简称"公司"）（证券名称：伊戈尔，证券 代码：002922）连续三个交易日内（2025年11月5日、2025年11月6日、2025年11 月7日）收盘价格涨幅偏离值累计超过20%，根据《深圳证券交易所交易规则》 的相关规定，属于股票交易异常波动的情况。 二、 公司关注并核实的情况说明 针对公司股票交易异常波动，公司董事会对公司、控股股东及实际控制人就 相关事项进行了核实，现就有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、公司近期经营情况、内外部经营环境未发生重大变化。 4、经核查，公司、控股股东和实际控制人不存在关于公司的应披露而未披 露的重大事项，也不存在处于筹划阶段的重大事项。 5、经核查，公司控股股东和实际 ...

Core Points - The company announced the convening of the sixth board of directors' 28th meeting and the sixth supervisory board's 24th meeting on October 28, 2025, to review the proposal regarding the third unlock condition of the 2022 stock option and restricted stock incentive plan [1] - The company completed the procedures for unlocking the third unlock period of the restricted stock under the incentive plan, with a total of 4 eligible recipients and 88,000 shares being unlocked, accounting for 0.0208% of the company's total share capital [1] Summary by Sections - **Incentive Plan Review**: The board meetings were held to discuss the unlocking conditions of the 2022 incentive plan [1] - **Unlocking Details**: A total of 88,000 restricted shares were unlocked for 4 eligible recipients, representing a small fraction of the total shares [1]

Core Points - The company announced the approval of the first unlock conditions for its 2024 stock option and restricted stock incentive plan [2] - A total of 6 eligible participants will have their restricted stocks unlocked, amounting to 70,500 shares, which represents 0.0167% of the company's total share capital [2] Summary by Category Company Announcement - The company held its sixth board meeting and sixth supervisory board meeting on October 28, 2025, to review the incentive plan [2] - The announcement pertains to the completion of the first unlock procedures for the restricted stocks under the 2024 incentive plan [2] Incentive Plan Details - The 2024 stock option and restricted stock incentive plan is governed by the relevant regulations of the "Management Measures for Equity Incentives of Listed Companies" [2] - The number of restricted stocks to be unlocked is 70,500 shares, with 6 individuals meeting the unlock conditions [2]

证券代码：002922 证券简称：伊戈尔 公告编号：2025-092 伊戈尔电气股份有限公司 关于 2023 年股票期权与限制性股票激励计划 预留授予限制性股票第二个解除限售期解除限售股份上市流通 的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次解除限售的激励对象共计 12 人，解除限售的限制性股票数量为 11.22 万股，占公司现有总股本的 0.0265%。 2、本次限制性股票解除限售上市流通日期为 2025 年 11 月 11 日。 伊戈尔电气股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开 第六届董事会第二十八次会议和第六届监事会第二十四次会议，审议通过了《关 于 2023 年股票期权与限制性股票激励计划预留授予限制性股票第二个解除限售 期解除限售条件成就的议案》等议案。根据《上市公司股权激励管理办法》（以 下简称"《管理办法》"）及 2023 年股票期权与限制性股票激励计划（以下简 称"本激励计划"或"本次激励计划"）的相关规定，公司办理了本激励计划预 留授予限制性股票第二个解除限售期的解除限售 ...

证券代码：002922 证券简称：伊戈尔 公告编号：2025-091 伊戈尔电气股份有限公司 关于 2022 年股票期权与限制性股票激励计划 预留授予限制性股票第三个解除限售期解除限售股份上市流通 的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、 本次符合解除限售条件的激励对象共计 4 人，解除限售的限制性股票数 量为 8.80 万股，占公司现有总股本的 0.0208%； 2、 本次限制性股票解除限售上市流通日期为 2025 年 11 月 11 日。 伊戈尔电气股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开 第六届董事会第二十八次会议和第六届监事会第二十四次会议，审议通过了《关 于 2022 年股票期权与限制性股票激励计划预留授予限制性股票第三个解除限售 期解除限售条件成就的议案》。根据《上市公司股权激励管理办法》（以下简称 "《管理办法》"）及 2022 年股票期权与限制性股票激励计划（以下简称"本 次激励计划"或"2022 年激励计划"）的相关规定，公司完成办理本次激励计 划预留授予限制性股票第三个解 ...

证券代码：002922 证券简称：伊戈尔 公告编号：2025-093 伊戈尔电气股份有限公司 关于 2024 年股票期权与限制性股票激励计划 预留授予限制性股票第一个解除限售期解除限售股份上市流通 的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次符合解除限售条件的激励对象共计 6 人，解除限售的限制性股票数 量为 7.05 万股，占公司现有总股本的 0.0167%； 2、本次限制性股票解除限售上市流通日期为 2025 年 11 月 11 日。 伊戈尔电气股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开 第六届董事会第二十八次会议和第六届监事会第二十四次会议，审议通过了《关 于 2024 年股票期权与限制性股票激励计划预留授予限制性股票第一个解除限售 期解除限售条件成就的议案》。根据《上市公司股权激励管理办法》（以下简称 "《管理办法》"）及 2024 年股票期权与限制性股票激励计划（以下简称"本 次激励计划"或"2024 年激励计划"）的相关规定，公司完成办理本次激励计 划预留授予限制性股票第一个解除限 ...

Summary of Key Points Core Viewpoint - A total of 758 stocks reported their latest shareholder numbers as of October 31, with 314 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - Among the 758 companies, 314 reported a decrease in shareholder numbers, with 28 companies experiencing a decline of over 10% [3]. - The largest decline was seen in Igor, with a decrease of 28.74% to 28,724 shareholders, while the stock has increased by 47.64% since the concentration of shares began [3]. - Shouhua Gas followed with a 22.18% drop in shareholders to 21,736, and its stock has decreased by 9.53% during the same period [3]. Group 2: Market Performance - The average increase for concentrated stocks since October 21 was 4.58%, with notable performers including Moen Electric and Haima Automobile, which rose by 53.40% and 48.20%, respectively [3]. - Among the stocks with a decline in shareholder numbers, Xingwang Yuda had the highest increase of 11.62% since October 11 [2][3]. Group 3: Industry Concentration - The concentrated stocks are primarily found in the machinery, basic chemicals, and electronics sectors, with 36, 30, and 25 stocks respectively [3]. - The data indicates a significant concentration of shareholder changes within these industries, reflecting potential investment opportunities and market dynamics [3].

Summary of Key Points from Conference Call Industry Overview - The conference call discusses the **gas turbine** and **solid oxide fuel cell (SOFC)** industries, highlighting the significant demand increase driven by the surge in AIDC (Artificial Intelligence Data Center) requirements in the U.S. [1][3][4] Core Insights and Arguments - **Gas Turbine Demand Surge**: The demand for gas turbines has surged due to the reliance on natural gas for power generation in AIDC, with companies like GE, Siemens Energy, and Mitsubishi Heavy Industries facing delivery delays until 2030. GE's new order volume reached **20 GW** last year, with a backlog of **62 GW** as of Q3 this year [3][4] - **Investment Initiatives**: The U.S. government and Japan are investing **$550 billion** to address energy challenges, with **$25 billion** allocated specifically for gas turbines, steam turbines, generators, and grid issues [4] - **SOFC as a Solution**: SOFC technology, with an efficiency of **95%**, is positioned as a promising energy solution, potentially transforming fossil fuels into electricity more effectively than gas turbines, which have an efficiency of around **30%** [4][7] - **Metal Chromium Demand**: The demand for metal chromium, essential for high-temperature alloys, is expected to increase significantly, with SOFC requiring over **15 times** the amount needed for gas turbines. A supply gap of **340,000 tons** is anticipated by 2028 [6][8] Emerging Opportunities - **Chinese Companies' Role**: Chinese firms like Yingliu Co. and Longda Co. are poised to benefit from the supply chain opportunities as overseas gas turbine manufacturers face integration and installation challenges [4][5] - **North American Power Equipment Market**: The North American power equipment market is expected to see significant growth driven by new energy installations, industrial resurgence, and the replacement of aging grid infrastructure [10][11] - **Transformer Industry Outlook**: The transformer industry is experiencing a supply-demand gap, providing opportunities for domestic companies to expand their market presence [11][12] Additional Insights - **Data Center Construction Impact**: The construction of data centers is increasing demand for advanced power distribution solutions, transitioning from UPS systems to **800V HVDC** and **SST solid-state transformers**, which enhance power conversion efficiency to **98.5%** [13][14] - **Storage Systems Role**: Energy storage systems are crucial for balancing load fluctuations and enhancing gas turbine responsiveness, with global demand for storage expected to reach **300 GWh** by 2030 [14] - **Future Prospects for Weichai Power**: Weichai Power is expected to benefit from both AIDC backup power engines and SOFC technology, with projected revenues from new business lines reaching **3 billion yuan** and total market capitalization potentially reaching **210 billion yuan** by 2027 [16][18] Companies to Watch - **Key Players**: Companies such as Yingliu Co., Wanzhou Co., Longda Co., and Zhihua Co. are highlighted for their potential gains in the component and material sectors due to increased demand [8][9] - **Liquid Cooling Market**: Companies like Yinlun Co., Top Group, and Feilong Co. are noted for their active involvement in the liquid cooling sector for data centers, which is expected to contribute positively to their performance [19]