格隆汇12月4日丨伊戈尔(002922.SZ)公布，结合上市公司2025年前三季度利润实现情况，董事会拟定上 市公司2025年前三季度利润分配预案，具体如下：以公司总股本423,352,124股扣除公司回购专用证券账 户持有的3,079,900股和拟回购注销股权激励计划部分限制性股票146,000股后的股本420,126,224股为基 数，向全体股东每10股派发现金股利人民币1.00元（含税），合计派发现金股利人民币42,012,622.40 元，不送红股，不进行资本公积转增股本。 ...

伊戈尔12月4日公告，2025年前三季度，归属于上市公司股东的净利润为1.78亿元，母公司实现净利润 为1.33亿元。董事会拟定上市公司2025年前三季度利润分配预案：以公司总股本4.23亿股扣除公司回购 专用证券账户持有的307.99万股和拟回购注销股权激励计划部分限制性股票14.6万股后的股本4.2亿股为 基数，向全体股东每10股派发现金股利人民币1元(含税)，合计派发现金股利人民币4201.26万元，不送 红股，不进行资本公积转增股本。 ...

证券代码：002922 证券简称：伊戈尔 公告编号：2025-114 伊戈尔电气股份有限公司（以下简称"公司"）于 2025 年 11 月 24 日召开 第七届董事会第二次会议，决定于 2025 年 12 月 18 日召开公司 2025 年第二次临 时股东会，本次股东会采用现场投票及网络投票相结合的方式召开，具体内容详 见公司在巨潮资讯网披露的《关于召开 2025 年第二次临时股东会的通知》（公 告编号：2025-111）。 一、 增加临时提案情况 2025 年 12 月 4 日，公司召开第七届董事会第三次会议，审议通过了《关于 2025 年前三季度利润分配预案的议案》，该议案尚需提交股东会审议；同日， 公司董事会收到控股股东佛山市麦格斯投资有限公司（直接持有公司股份比例 29.02%）提交的《关于提请公司 2025 年第二次临时股东会增加临时议案的函》， 提请公司将《关于 2025 年前三季度利润分配预案的议案》作为临时提案提交至 公司 2025 年第二次临时股东会审议，具体内容详见公司披露在巨潮资讯网和《证 券时报》《中国证券报》的相关公告。 根据《公司法》《上市公司股东会规则》以及《公司章程》的规定，单 ...

证券代码：002922 证券简称：伊戈尔 公告编号：2025-112 伊戈尔电气股份有限公司 第七届董事会第三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 伊戈尔电气股份有限公司（以下简称"公司"）第七届董事会第三次会议通 知于 2025 年 12 月 1 日以电子邮件方式向全体董事发出，会议于 2025 年 12 月 4 日在公司会议室以通讯方式召开。本次会议由董事长肖俊承先生主持，应出席董 事 7 人，实际出席董事 7 人。本次会议的召开符合《公司法》《公司章程》等的 规定。 二、董事会会议审议情况 若在方案实施前由于股份回购、股权激励行权、实施员工持股计划、再融资 新增股份上市等原因而引起总股本变化的，则以未来实施分配方案时股权登记日 1 / 2 的可分配股份总数为基数，利润分配按照每股分配比例不变的原则相应调整分配 总额。 表决结果：同意 7 票、反对 0 票、弃权 0 票。 具体内容详见公司于同日在《证券时报》《中国证券报》和巨潮资讯网披露 的《关于 2025 年前三季度利润分配预案的公告》（公告编号：202 ...

证券代码：002922 证券简称：伊戈尔 公告编号：2025-113 伊戈尔电气股份有限公司 关于 2025 年前三季度利润分配预案的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 根据公司《2025 年三季度报告》，2025 年 1-9 月，归属于上市公司股东的净 利润为 178,074,316.90 元，母公司实现净利润为 133,070,745.58 元。截至 2025 年 9 月 30 日，上市公司合并报表未分配利润为 833,826,042.71 元，母公司未分配利 润为 159,683,865.36 元，以上数据均未经审计。 为了贯彻落实《国务院关于加强监管防范风险推动资本市场高质量发展的若 干意见》等文件要求，积极响应监管机构提质增效、重回报的倡议，践行"以投 资者为本"的发展理念，进一步提升公司股东投资收益，提振广大投资者对公司 未来发展的信心，同时基于上市公司《未来三年（2024—2026 年）股东分红回报 计划》，结合上市公司 2025 年前三季度利润实现情况，董事会拟定上市公司 2025 年前三季度利润分配预案，具体如下： 以公司总 ...

Core Viewpoint - Igor's stock price has shown significant volatility, with a year-to-date increase of 60.20%, but a recent decline in the last 20 days by 5.20% [2] Group 1: Stock Performance - As of December 3, Igor's stock price was 28.07 CNY per share, with a market capitalization of 11.883 billion CNY [1] - The stock has experienced a 2.97% increase over the last 5 trading days and a 28.94% increase over the last 60 days [2] - The stock has appeared on the "龙虎榜" three times this year, with the latest occurrence on November 7 [2] Group 2: Financial Performance - For the period from January to September 2025, Igor reported a revenue of 3.808 billion CNY, reflecting a year-on-year growth of 17.41%, while the net profit attributable to shareholders was 178 million CNY, a decrease of 15.38% year-on-year [2] - Since its A-share listing, Igor has distributed a total of 475 million CNY in dividends, with 308 million CNY distributed over the last three years [3] Group 3: Shareholder Information - As of November 20, 2025, Igor had 37,000 shareholders, a decrease of 0.98% from the previous period, with an average of 10,147 circulating shares per shareholder, an increase of 1.12% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 7.6861 million shares as a new shareholder [3]

Core Viewpoint - Igor Electric Co., Ltd. held a targeted on-site research event with over 40 institutional representatives, discussing key topics such as overseas factory capacity layout, new energy customer expansion, data center power business trends, and future strategic planning [1] Group 1: Research Event Overview - The investor relations activity was categorized as a targeted research event, conducted on-site in Jijiang District, Ji'an City, Jiangxi Province [2] - Participating institutions included a diverse range of entities such as securities firms, funds, private equity, and proprietary trading, with notable representatives from firms like Ping An Fund, Huaxia Fund, and CICC [3] Group 2: Key Research Insights - **Overseas Factory Capacity**: The company has established production facilities in Thailand and Mexico, with Thailand's factory fully operational at a monthly capacity of 700 new energy transformers. The Mexican factory is in the testing phase and is expected to reach a monthly capacity of 500 transformers by mid-2026. The U.S. factory focuses on distribution transformers with an annual capacity of 21,000 units [4] - **Overseas Customer Expansion**: The company has formed partnerships with leading EPC clients in North America and is gradually establishing collaborations with energy storage customers in Europe and the U.S. This expansion is driven by the gradual release of overseas capacity and increasing global demand for transformers, particularly in new energy applications [5] - **Data Center Power Solutions**: The company noted that current global data center power solutions primarily use UPS, with some adopting HVDC solutions. The release of NVIDIA's 800V architecture is expected to enhance the penetration of HVDC solutions. The company has focused on developing phase-shifting transformers and dry-type transformers for data centers, with production capacity expected to be released by mid-2025, expanding sales to markets in Japan, the U.S., and Malaysia [6] Group 3: Strategic Goals and H-Share Issuance - The management highlighted the strategic significance of issuing H-shares to enhance brand recognition and support overseas business expansion. The raised funds will be allocated for R&D, production facility construction, global manufacturing system layout, and operational capital [7] - The current operational goals focus on building and releasing domestic and overseas capacity, enriching the product matrix, and enhancing core competitiveness, with specific performance targets referenced in the 2024 stock option and restricted stock incentive plan [7]

Group 1: Company Overview and Operations - Igor Electric Co. has established overseas factories with significant production capacities, including a Thai factory capable of producing 700 units of new energy transformers per month and a Mexican factory expected to reach a capacity of 500 units per month by mid-next year [3] - The company is expanding its product offerings in the data center sector, including phase-shifting transformers, dry-type transformers, and oil-immersed transformers, with sales extending to markets such as Japan, the USA, and Malaysia [4] Group 2: Market Expansion and Client Engagement - Igor Electric has formed partnerships with leading North American clients for EPC cooperation, driven by the increasing demand for transformers in the renewable energy sector [3] - The company aims to enhance its brand recognition and support overseas business expansion through its planned H-share listing, with funds allocated for R&D, production facility development, and global manufacturing layout [5] Group 3: Future Goals and Strategic Focus - The company is focused on building and releasing domestic and international production capacities, enriching its product matrix, and enhancing product competitiveness [6] - Igor Electric plans to continue investing in the data center power equipment sector, leveraging its digital manufacturing advantages to create reliable and energy-efficient solutions [4]

Core Viewpoint - The trend of A-share companies planning to list in Hong Kong continues, with 18 companies disclosing their intentions to issue H-shares and list on the Hong Kong Stock Exchange in November [1] Group 1: Companies Planning to List - 18 A-share listed companies have announced plans to issue H-shares and list in Hong Kong from November 1 to November 29 [1] - Zhongji Xuchuang announced on November 10 its intention to issue H-shares and list on the Hong Kong Stock Exchange [1] Group 2: Specific Company Announcements - Runjian Co., Ltd. announced on November 25 its plan to issue H-shares and list in Hong Kong [2] - Ningbo Yunsheng authorized management on November 24 to initiate preparations for issuing H-shares and listing in Hong Kong [2] - Igor announced on November 24 its plan to issue H-shares and list in Hong Kong [2] - Miao Exhibition announced on November 24 its intention to issue H-shares and list in Hong Kong [2] - Zhuoyi Information announced on November 20 its plan to issue H-shares and list in Hong Kong [2] - Yuanjie Technology announced on November 19 its intention to issue H-shares and list in Hong Kong [2] - Dashang Co., Ltd. announced on November 18 its plan to issue H-shares and list in Hong Kong [2] - Sifang Jingchuang announced on November 14 its intention to issue H-shares and list on the main board of the Hong Kong Stock Exchange [2] - Zejing Pharmaceutical announced on November 14 its plan to issue H-shares and list in Hong Kong [2] - Juxin Technology announced on November 14 its intention to issue H-shares and list in Hong Kong [2] - Deye Co., Ltd. announced on November 13 its plan to issue H-shares and list in Hong Kong [2] - Tuosida announced on November 12 its intention to issue H-shares and list in Hong Kong [2] - Marumi Bio announced on November 12 its plan to issue H-shares and apply for listing in Hong Kong [2] - Transsion Holdings announced on November 12 its intention to issue H-shares and list in Hong Kong [2] - Anker Innovations announced on November 11 its plan to issue H-shares and list in Hong Kong [2] - Visual China announced on November 4 that it is planning to issue H-shares [2] - Juhe Materials announced on November 3 its plan to issue FF shares and list in Hong Kong [2]

从资金流向上来看，当日其他电子板块主力资金净流入9.96亿元，游资资金净流出5.76亿元，散户资金净 流出4.19亿元。其他电子板块个股资金流向见下表： 证券之星消息，11月28日其他电子板块较上一交易日上涨2.43%，伊戈尔领涨。当日上证指数报收于 3888.6，上涨0.34%。深证成指报收于12984.08，上涨0.85%。其他电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002922 | 伊戈尔 | 29.88 | 10.01% | 31.71万 | | 9.10亿 | | 603933 | 睿能科技 | 23.02 | 9.99% | 34.90万 | | 7.58亿 | | 300475 | 香农芯创 | 141.89 | 6.35% | 59.37万 | | 81.96亿 | | 688662 | 富信科技 | 42.45 | 5.99% | 6.10万 | | 2.56亿 | | 002885 | 京泉华 | 26.35 | 3.78% ...