Core Viewpoint - The stock of Igor Electric Co., Ltd. has experienced fluctuations, with a recent decline of 2.02% and a year-to-date increase of 18.94%, indicating volatility in its market performance [1]. Financial Performance - For the first half of 2025, Igor reported a revenue of 2.467 billion yuan, representing a year-on-year growth of 20.16%. However, the net profit attributable to shareholders decreased by 40.69% to 105 million yuan [2]. - Cumulatively, Igor has distributed 475 million yuan in dividends since its A-share listing, with 308 million yuan distributed over the past three years [3]. Shareholder Information - As of September 10, 2025, the number of shareholders for Igor decreased by 4.78% to 29,100, while the average circulating shares per person increased by 5.02% to 12,872 shares [2]. - The second-largest circulating shareholder is Qianhai Kaiyuan New Economy Mixed A, holding 3.635 million shares, an increase of 513,100 shares from the previous period [3]. Market Activity - As of September 23, Igor's stock price was 20.84 yuan per share, with a total market capitalization of 8.817 billion yuan. The trading volume was 163 million yuan, with a turnover rate of 2.03% [1]. - The net outflow of main funds was 874,900 yuan, with significant buying and selling activity from large orders [1].

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]

Core Viewpoint - The announcement from Igor indicates that its controlling shareholder, Foshan Magus Investment Co., Ltd., has pledged 23,651,147 shares through a stock pledge business at CITIC Bank's Foshan branch [2] Group 1 - The number of shares pledged is significant, totaling approximately 23.65 million shares [2] - The transaction involves a major financial institution, CITIC Bank, indicating a formal financial arrangement [2] - The controlling shareholder is identified as Foshan Magus Investment Co., Ltd., which plays a crucial role in the company's ownership structure [2]

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 ...

Core Viewpoint - The stock of Igor Electric Co., Ltd. has experienced fluctuations, with a recent decline of 2.07% on September 18, 2023, while the company has shown a year-to-date increase of 21.39% in stock price [1] Group 1: Stock Performance - As of September 18, 2023, Igor's stock price is 21.27 CNY per share, with a total market capitalization of 8.999 billion CNY [1] - The stock has seen a 2.43% decline over the last five trading days, a 4.42% increase over the last 20 days, and a 38.48% increase over the last 60 days [1] Group 2: Financial Performance - For the first half of 2025, Igor reported a revenue of 2.467 billion CNY, representing a year-on-year growth of 20.16%, while the net profit attributable to shareholders decreased by 40.69% to 105 million CNY [2] - Since its A-share listing, Igor has distributed a total of 475 million CNY in dividends, with 308 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of September 10, 2023, the number of Igor's shareholders is 29,100, a decrease of 4.78% from the previous period, with an average of 12,872 circulating shares per shareholder, an increase of 5.02% [2] - As of June 30, 2025, the second-largest circulating shareholder is Qianhai Kaiyuan New Economy Mixed A, holding 3.635 million shares, an increase of 513,100 shares from the previous period [3]

Core Viewpoint - The company, Igor Electric Co., will participate in an investor reception event organized by the Guangdong Securities Regulatory Commission and the Guangdong Listed Companies Association, aimed at enhancing interaction with investors [1][2]. Group 1: Event Details - The event will be held online on September 19, 2025, from 15:30 to 17:00 [1]. - Investors can participate through the "Panorama Roadshow" website [1]. - Company executives will communicate about the 2025 semi-annual performance, corporate governance, development strategy, and operational status during the event [1]. Group 2: Company Commitment - The company and its board members guarantee that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1].

证券代码：002922 证券简称：伊戈尔 公告编号：2025-074 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net）参与本次互动交流，活动时间为 2025 年 9 月 19 日（周五） 15:30-17:00。届时公司高管将在线就 2025 年半年度业绩、公司治理、发展战略、 经营状况等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃 参与。 伊戈尔电气股份有限公司 关于参加2025年广东辖区投资者网上集体接待日活动的公告 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。 为进一步加强与投资者的互动交流，伊戈尔电气股份有限公司（以下简称"公 司"）将参加由广东证监局、广东上市公司协会联合举办的"向新提质 价值领航 ——2025 年广东辖区投资者集体接待日暨辖区上市公司中报业绩说明会"，现将 相关事项公告如下： 特此公告。 伊戈尔电气股份有限公司董事会 二〇二五年九月十六日 1 / 1 ...

Core Viewpoint - Igor Electric Co., Ltd. has shown significant stock performance with a year-to-date increase of 22.13% and a recent surge in trading activity, indicating potential investor interest and market confidence [1][2]. Company Overview - Igor Electric Co., Ltd. was established on October 15, 1999, and went public on December 29, 2017. The company is located in Shunde District, Foshan City, Guangdong Province, and specializes in the research, production, and sales of power supply and power component products for both consumer and industrial sectors [1]. - The company's main business revenue composition includes energy products (74.43%), lighting products (17.73%), and other products (7.84%) [1]. Financial Performance - For the first half of 2025, Igor reported a revenue of 2.467 billion yuan, representing a year-on-year growth of 20.16%. However, the net profit attributable to shareholders decreased by 40.69% to 105 million yuan [2]. - Since its A-share listing, Igor has distributed a total of 475 million yuan in dividends, with 308 million yuan distributed over the past three years [3]. Shareholder Information - As of September 10, 2025, the number of Igor's shareholders decreased by 4.78% to 29,100, while the average circulating shares per person increased by 5.02% to 12,872 shares [2]. - The second-largest circulating shareholder is Qianhai Kaiyuan New Economy Mixed A, holding 3.635 million shares, which increased by 513,100 shares compared to the previous period [3].

Core Viewpoint - The company has made progress in completing the main construction of its facility in Mexico and is currently in the process of customizing and procuring production line equipment, aiming for early production [1] Company Summary - The company's facility in Mexico has gradually completed the main construction phase [1] - The production line equipment is being customized and procured [1] - The company is striving for early production commencement [1]