证券日报网讯伊戈尔（002922）10月9日在互动平台回答投资者提问时表示，公司在储能应用领域已开 拓智能箱变、储能一体机产品、高效储能升压变压器等产品。储能应用领域的相关产品正常生产交付。 公司未来从产品研发、客户拓展、产能保障、技术协同等策略积极响应储能领域，不断满足客户增长的 需求。 ...

证券代码：002922 证券简称：伊戈尔 公告编号：2025-076 伊戈尔电气股份有限公司 关于为子公司提供担保的进展公告 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、担保概述 伊戈尔电气股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召开第 六届董事会第二十三次会议和第六届监事会第二十次会议，于 2025 年 4 月 18 日 召开 2024 年年度股东大会，审议通过了《关于 2025 年公司及子公司担保额度预 计的议案》，同意 2025 年度公司对合并报表范围内子公司担保额度不超过 60 亿 元，子公司之间相互担保额度不超过 54.20 亿元，担保有效期自公司 2024 年年 度股东大会审议通过之日起至 2025 年年度股东大会结束之日止。其中，公司预 计为广东英备特电气科技有限公司（以下简称"广东英备特"）提供 5,000 万元 的担保额度。具体内容详见公司于 2025 年 3 月 29 日披露在《证券时报》《中国 证券报》和巨潮资讯网的《关于 2025 年公司及子公司担保额度预计的公告》（公 告编号：2025-021）。 二 ...

Investment Rating - The report maintains a positive outlook on the independent energy storage sector, highlighting the economic viability and significant demand growth in the market [2][3]. Core Insights - The transition from mandatory energy storage to independent energy storage is underway, with local governments implementing capacity price compensation policies to establish a market-oriented revenue mechanism [2][3]. - The domestic energy storage demand forecast has been revised upward, with expectations of continued strong growth, particularly in regions like Xinjiang and Inner Mongolia [2][3]. - The supply of energy storage cells is expected to remain tight until the second half of 2026, benefiting leading companies in the industry [2][3]. - The report emphasizes the importance of innovative business models and integrated system solutions, which are expected to enhance profitability for companies with technological and resource advantages [2][3]. Summary by Sections PART 1: Capacity Price Policies and Independent Storage Models - The shift from mandatory energy storage to independent storage is supported by new policies that provide stable cash flow through capacity price compensation [2][3]. - The report outlines the differences in revenue structures and economic viability between mandatory and independent storage models, with independent storage showing superior profitability potential [11][36]. PART 2: Revised Domestic Energy Storage Demand Forecast - The report projects that domestic energy storage installations will reach 149 GWh in 2025 and 194 GWh in 2026, with a long-term forecast of 340 GWh by 2030 [2][3]. - The demand for energy storage is significantly driven by the development of data centers, which are expected to account for one-third of total energy storage demand by 2030 [2][3]. PART 3: Supply Constraints and High-Quality Development - The report anticipates a continued shortage of energy storage cells until the second half of 2026, with global demand expected to reach 521 GWh in 2025 and 710 GWh in 2026 [2][3]. - The focus on high-quality development in the energy storage industry is expected to benefit leading companies, as well as improve the performance of second-tier players [2][3]. PART 4: Valuation Comparison and Investment Recommendations - The report recommends investing in leading companies such as CATL, Sungrow, and others, while also highlighting the potential of emerging players in the market [2][3]. - The overall sentiment is bullish on the large-scale energy storage sector, driven by strong demand in Europe and emerging markets, as well as favorable policies in the U.S. [2][3].

Group 1 - The company Igor (002922) reported that as of September 19, 2025, the total number of shareholders is 29,638 [1]

9月23日，伊戈尔盘中下跌2.02%，截至10:24，报20.84元/股，成交1.63亿元，换手率2.03%，总市值 88.17亿元。 资金流向方面，主力资金净流出87.49万元，特大单买入224.17万元，占比1.38%，卖出627.72万元，占 比3.85%；大单买入4214.75万元，占比25.88%，卖出3898.69万元，占比23.93%。 伊戈尔今年以来股价涨18.94%，近5个交易日跌1.51%，近20日跌0.14%，近60日涨32.49%。 资料显示，伊戈尔电气股份有限公司位于广东省佛山市顺德区北滘镇环镇东路4号，成立日期1999年10 月15日，上市日期2017年12月29日，公司主营业务涉及消费及工业领域用电源及电源组件产品的研发、 生产及销售。主营业务收入构成为：能源产品74.43%，照明产品17.73%，其他产品7.84%。 伊戈尔所属申万行业为：电子-其他电子Ⅱ-其他电子Ⅲ。所属概念板块包括：IDC概念（数据中心）、 IDC电源、融资融券、华为概念、快充概念等。 截至9月10日，伊戈尔股东户数2.91万，较上期减少4.78%；人均流通股12872股，较上期增加5.02%。 2025年 ...

Core Viewpoint - The company held an online performance briefing on September 19, 2025, where it discussed its financial results and future strategies with investors [1] Financial Performance - The company's incubation business revenue reached 194 million yuan, a year-on-year increase of 67.43% [1] - Other products, including vehicle power supplies and inductors, accounted for 7.84% of total revenue in the first half of 2025 [1] - Overall revenue grew by 20.16% year-on-year, despite significant increases in costs, including a 30.20% rise in R&D expenses and a 43.53% increase in sales expenses [1] Business Development - The company is focusing on the data center transformer market, expanding its product range from phase-shifting transformers to epoxy-encapsulated dry transformers and oil-immersed transformers [1] - The company has begun to expand its sales regions from domestic markets to overseas markets, including Japan [1] R&D and Product Development - The company is developing a 35KV/10MVA solid-state transformer prototype, with plans to send samples for testing in Q4 2025 [2] - The company aims to create more reliable and energy-efficient products and solutions for the data center business [2] Manufacturing and Capacity - The U.S. factory is gradually coming online, with a planned annual production capacity of 21,000 distribution transformers [2] - The Mexican facility has completed main construction and is set to produce new energy transformers with an annual capacity of 6,000 units [2] - The domestic facility in Jizhou, Jiangxi, has been completed and is operating at a good capacity utilization rate [2] Market Outlook - The company acknowledges a decline in gross margin due to falling product prices and rising raw material costs, but it reported a 3.28% increase in gross margin from Q1 to Q2 2025 [2] - The company plans to invest more resources in expanding its power supply business in Panama and believes that the growing global electricity demand presents opportunities for the power equipment manufacturing industry [2]

Financial Performance - The company's revenue for the first half of 2025 reached 1.94 billion CNY, representing a year-on-year growth of 67.43% [2] - The overall revenue increased by 20.16% compared to the previous year, while R&D investment rose by 30.20% and sales expenses increased by 43.53% [3] - Employee stock incentive costs amounted to 17 million CNY, significantly impacting current profits [2] Product Development and Market Expansion - The company is focusing on the data center transformer market, with production capacity gradually being released in the first half of 2025 [5] - The product range has expanded from phase-shifting transformers to epoxy resin cast dry-type transformers and oil-immersed transformers, with sales extending to overseas markets such as Japan [5] - The company is developing a 35KV/10MVA solid-state transformer prototype, expected to undergo testing in Q4 2025, potentially making it one of the first in China with mass production capabilities [4] Competitive Landscape - The company is analyzing its competitive position against Jinpan Technology, noting significant differences in business operations and market value [3] - The management acknowledges the need to enhance the sales team's performance to better compete in the market [3] Investment and Production Capacity - The U.S. factory is projected to produce 21,000 distribution transformers annually, while the Mexican factory is expected to produce 6,000 new energy transformers [7] - The company has invested heavily in fixed assets and construction projects, totaling around 3 billion CNY, while net assets are slightly above 3 billion CNY [8] Strategic Outlook - The company plans to continue investing in the data center power equipment sector, leveraging smart manufacturing advantages to meet domestic and international customer needs [5] - The management is optimistic about future growth opportunities in the global power equipment market, driven by increasing electricity demand and infrastructure investments [9]

证券日报网讯 9月18日晚间，伊戈尔发布公告称，控股股东佛山市麦格斯投资有限公司在中信银行股份 有限公司佛山分行办理了股票质押业务，本次质押数量23，651，147股。 （文章来源：证券日报） ...

关于控股股东部分股份质押的公告 证券代码：002922 证券简称：伊戈尔 公告编号：2025-075 伊戈尔电气股份有限公司 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。 | | | | | | | | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股 | 本次质押 前质押股 | 本次质押 后质押股 | 占其所 | 占公司 | 已质押股 | | 未质押股 | | | 名称 | （股） | 比例 | 份数量 | 份数量 | 持股份 | 总股本 | 份限售和 | 占已质 | 份限售和 | 占未质 | | | | | | | 比例 | 比例 | 冻结、标 | 押股份 | | 押股份 | | | | | （股） | （股） | | | | | 冻结数量 | | | | | | | | | | 记数量 | 比例 | （股） | 比例 | | | | | | | | | （股） | | | | | 麦格斯 ...

截至9月10日，伊戈尔股东户数2.91万，较上期减少4.78%；人均流通股12872股，较上期增加5.02%。 2025年1月-6月，伊戈尔实现营业收入24.67亿元，同比增长20.16%；归母净利润1.05亿元，同比减少 40.69%。 分红方面，伊戈尔A股上市后累计派现4.75亿元。近三年，累计派现3.08亿元。 机构持仓方面，截止2025年6月30日，伊戈尔十大流通股东中，前海开源新经济混合A（000689）位居 第二大流通股东，持股363.50万股，相比上期增加51.31万股。国泰聚信价值优势灵活配置混合A （000362）退出十大流通股东之列。 责任编辑：小浪快报 9月18日，伊戈尔盘中下跌2.07%，截至10:37，报21.27元/股，成交1.26亿元，换手率1.57%，总市值 89.99亿元。 资金流向方面，主力资金净流入23.95万元，特大单买入164.65万元，占比1.31%，卖出422.00万元，占 比3.36%；大单买入3104.03万元，占比24.69%，卖出2822.73万元，占比22.45%。 伊戈尔今年以来股价涨21.39%，近5个交易日跌2.43%，近20日涨4.42%，近60 ...