Group 1: Solid-State Battery Industry - The solid-state battery industrialization is progressing with support from policies, material advancements, and application developments. Key companies to watch include Xiamen Tungsten, Tianqi Lithium, and others in the supply chain [2][3] - Major developments include the mass production of semi-solid batteries by Zhuhai Guanyu and the upcoming solid-state battery projects by Yiyuan Lithium Energy and others [2] Group 2: Domestic Energy Storage Systems - The domestic energy storage system bidding capacity reached 47.2 GWh in August 2025, reflecting a year-on-year increase of 2158% and a month-on-month increase of 1142%. Cumulative bidding for the year reached 144.1 GWh, up approximately 216% year-on-year [3] - The high demand for energy storage systems indicates a strong need for new power systems in China, laying a foundation for stable market development in 2026-2027. Key companies include Sungrow Power, Yiyuan Lithium Energy, and others [3] Group 3: AIDC Power Equipment Sector - AIDC power equipment companies are expected to benefit from increased capital expenditures, with Alibaba reporting a capital expenditure of 38.7 billion yuan in Q2 2025, up 220% year-on-year [3][32] - The demand for data center construction remains strong, and companies like Jinpan Technology and New Special Electric are positioned to gain from this trend [3][32] Group 4: Power Grid Equipment Sector - Power grid equipment companies are experiencing steady growth, with major firms maintaining robust performance in the first half of 2025. A surge in high-voltage bidding is anticipated in the second half of the year [4][42] - Key companies to focus on include Guodian NARI, Siyi Electric, and others, as they expand their product offerings and international presence [4][42] Group 5: Wind Power Sector - Wind power companies are seeing simultaneous increases in volume and profit, with significant growth in both onshore and offshore projects expected in the latter half of 2025 [4][59] - Companies like Goldwind Technology and Dongfang Cable are recommended for investment as they are well-positioned to benefit from this growth [4][59] Group 6: Investment Recommendations - The report suggests monitoring the recovery of the power grid equipment sector, the progress of offshore wind projects, the advancement of solid-state battery industrialization, and the global demand for energy storage installations [4]

Company Overview - Igor Electric Co., Ltd. is located in Shunde District, Foshan City, Guangdong Province, established on October 15, 1999, and listed on December 29, 2017. The company specializes in the research, production, and sales of power supply and power component products for both consumer and industrial sectors [1] - The main business revenue composition includes: Energy products 74.43%, Lighting products 17.73%, Other products 7.84% [1] Stock Performance - On September 10, Igor's stock rose by 5.04%, reaching a price of 21.03 CNY per share, with a trading volume of 405 million CNY and a turnover rate of 5.25%. The total market capitalization is 8.898 billion CNY [1] Shareholder Information - Among Igor's top ten circulating shareholders, Qianhai Kaiyuan Fund has one fund that increased its holdings by 513,100 shares in the second quarter, bringing its total to 3.635 million shares, which accounts for 0.97% of the circulating shares. The estimated floating profit today is approximately 3.6714 million CNY [2] - The Qianhai Kaiyuan New Economy Mixed A Fund (000689) was established on August 20, 2014, with a latest scale of 3.676 billion CNY. Year-to-date return is 16.61%, ranking 4396 out of 8177 in its category; the one-year return is 39.49%, ranking 3837 out of 7982; and the return since inception is 163.33% [2] Fund Management - The fund manager of Qianhai Kaiyuan New Economy Mixed A is Cui Chenlong, who has been in the position for 5 years and 54 days. The total asset scale of the fund is 14.074 billion CNY, with the best fund return during his tenure being 192.41% and the worst being -29.36% [3]

Group 1 - The core viewpoint of the article highlights that the company Igor (002922) engages directly with data center power integrators and general contractors in the power system engineering sector as its main customers [1] Group 2 - The company responded to investor inquiries on September 5 regarding its customer base for data center transformers [1]

Core Viewpoint - The company is focusing on developing phase-shifting transformer products for HVDC data center power solutions, indicating a strategic shift towards this growing market segment [1] Group 1 - The phase-shifting transformer products are specifically designed for HVDC data center power solutions and Panama power data center solutions [1] - The application of phase-shifting transformer products in data centers is a key development area for the company in recent years [1] - The company plans to invest more resources to actively explore business markets related to these products [1]

证券日报网讯伊戈尔（002922）9月5日在互动平台回答投资者提问时表示，公司研发的液冷一体机产品 目前主要是满足市场对工商业应用场景拥有高效、安全、可靠的储能解决方案需求。 ...

Core Viewpoint - The company has not disclosed specific order information and advises investors to refer to regular reports for detailed operational conditions [1] Group 1 - The company responded to investor inquiries on September 5 regarding its operational status [1] - The company emphasizes the importance of regular reports for understanding its business performance [1]

Group 1 - The company Igor (002922) is gradually putting its factory in the United States into operation [1] - The sales region for data center transformers has expanded from the domestic market to overseas markets, including Japan [1]

Group 1 - The company Igor (002922) announced on September 5 that it has acquired a new company, Jinan Yiyuan, which specializes in the research and production of natural ester insulating oil [1] - The natural ester insulating oil can be applied in the company's oil-immersed transformers, primarily serving the functions of insulation and heat dissipation [1]

Core Viewpoint - The company is focusing on the data center transformer market, with plans to gradually release production capacity by the first half of 2025 and has made significant progress in product structure and market expansion [1] Group 1: Product Development - The company has expanded its product range from phase-shifting transformers to include epoxy resin cast dry-type transformers and oil-immersed transformers [1] - The sales regions have been extended from the domestic market to overseas markets, including Japan [1] Group 2: Future Strategy - The company plans to continue increasing investments in the data center power equipment sector [1] - The company aims to leverage its advantages in intelligent manufacturing to create more reliable and energy-efficient data center products and solutions [1] - The goal is to better meet the needs of domestic and international data center customers [1]

证券日报网讯伊戈尔9月5日在互动平台回答投资者提问时表示，截至2025年8月29日，公司股东总户数 为30596户。 （文章来源：证券日报） ...