Group 1 - The announcement from Igor indicates that as of the date of the announcement, Megas has pledged a total of approximately 49.91 million shares, accounting for 40.63% of its holdings [1] - Additionally, Xiao Jun has pledged approximately 3.11 million shares, representing 2.53% of his holdings [1] Group 2 - Haili Biological's valuation has decreased by 50% over eight months despite a ninefold increase in the value of the acquired company [1] - The largest customer of Haili Biological is a company that has not yet been established, raising questions about the business's future prospects [1]

Group 1 - Igor Electric Co., Ltd. experienced a stock price increase of 5.11%, reaching 40.13 CNY per share, with a trading volume of 1.037 billion CNY and a turnover rate of 7.24%, resulting in a total market capitalization of 16.983 billion CNY [1] - The company, founded on October 15, 1999, and listed on December 29, 2017, specializes in the research, production, and sales of power supply and power component products for both consumer and industrial sectors [1] - The revenue composition of Igor includes energy products at 74.43%, lighting products at 17.73%, and other products at 7.84% [1] Group 2 - Yongying Technology Smart Selection Mixed Fund A (022364) entered the top ten circulating shareholders of Igor, holding 2.6595 million shares, which accounts for 0.71% of the circulating shares, with an estimated floating profit of approximately 5.186 million CNY [2] - The fund was established on October 30, 2024, with a latest scale of 2.278 billion CNY, and has reported a year-to-date loss of 4.43%, ranking 8817 out of 8838 in its category, while achieving a one-year return of 223.15%, ranking 1 out of 8089 [2] Group 3 - The fund manager of Yongying Technology Smart Selection Mixed Fund A is Ren Jie, who has a total fund asset scale of 12.878 billion CNY, with the best fund return during his tenure being 274.53% and the worst being -0.76% [3]

Group 1 - Guodian NARI (600406) is a state-owned enterprise based in Nanjing, recognized as a benchmark for scientific reform among central enterprises, with a strong research and development system and significant achievements in grid technology [1] - The company has a market share of over 75% in dispatch automation systems and over 50% in UHV converter valves, with its products addressing grid stability issues caused by renewable energy generation [1] - The demand for AI computing power and electricity is driving the construction of new power systems, and the company is expanding its overseas business, exporting products like distribution transformers to multiple countries [1] Group 2 - Suyuan Electric (002028) is a comprehensive supplier of power transmission and distribution based in Shanghai, focusing on UHV and energy storage sectors, and is the largest manufacturer of high-voltage packages and coils in China [2] - The company expects 60% of its overseas revenue in 2024 to come from transformers, with overseas orders growing over 50% and a remarkable 89% growth in the first half of 2025 [2] - The surge in demand for high-voltage transmission and distribution equipment driven by AI computing centers and new energy projects presents significant growth opportunities for the company [2] Group 3 - China XD Electric (601179) is a state-owned enterprise based in Xi'an, specializing in high and ultra-high voltage transformers and power transmission and distribution equipment, capable of producing products across a voltage range of 10kV to 1000kV [3] - The company has a significant market share in UHV projects and has seen an increase in exports to Europe, with its technology reaching international advanced levels [3] - The demand for UHV technology is increasing due to the need for long-distance power transmission, and the company is well-positioned to meet both domestic and international market needs [3] Group 4 - Baobian Electric (600550) is a core supplier of UHV DC transformers based in Baoding, with a strong position in high-end transformers and a market share of 30% in UHV products [4] - The company has unique technologies that reduce material costs and has participated in major projects, exporting to over 40 countries [4] - The urgent demand for high-reliability transformers driven by AI computing centers and new energy power stations positions the company to benefit from both domestic and international projects [4] Group 5 - Jinpan Technology (688676) is a leading global manufacturer of dry-type transformers based in Haikou, focusing on wind and solar energy applications, with 98% of its products supporting renewable energy [5] - The company has a significant order backlog of 2.85 billion yuan for 2025, reflecting a substantial year-on-year growth of 180% [5] - The increasing demand for efficient dry-type transformers from AI computing centers and the proliferation of renewable energy generation presents a strong growth opportunity for the company [5] Group 6 - Mingyang Electric (301291) is a leader in offshore wind power transformers based in Zhongshan, specializing in dry-type transformers and prefabricated substations [6] - The company has developed products that meet the extreme conditions of offshore environments and is expected to achieve significant sales in North America by 2026 [6] - The growing demand for offshore wind power and the urgent need for grid upgrades in North America provide ample order support for the company [6] Group 7 - Teruid (300001) is a pioneer in outdoor box-type power equipment based in Qingdao, recognized as a champion enterprise in manufacturing [7] - The company has a complete technology system for modular prefabricated substations and has a leading market share in the new energy sector [7] - The demand for modular products from AI computing centers and the need for grid upgrades position the company to capture significant market growth [7] Group 8 - XJ Electric (000400) is a high-tech enterprise based in Xuchang, focusing on UHV and smart grid technologies, with a comprehensive industrial chain covering all aspects of power transmission and distribution [8] - The company has participated in all domestic UHV DC transmission projects and has a strong patent portfolio [8] - The growth in AI computing and electricity demand is accelerating the construction of smart grids, providing competitive advantages for the company [8] Group 9 - Sifang Co., Ltd. (601126) is based in Beijing and has a strong advantage in smart distribution networks, providing a full range of products for self-healing control and primary and secondary integration [9] - The company has implemented its products in over 30 provinces and cities, significantly improving efficiency in power distribution [9] - The demand for reliable power supply from AI computing centers and the ongoing digital transformation of distribution networks present broad development opportunities for the company [9] Group 10 - Samsung Medical (601567) is based in Ningbo and operates in both smart power distribution and medical services, covering a wide range of products in the power equipment sector [10] - The company has established manufacturing bases in multiple locations and has a marketing presence in over 70 countries [10] - The construction of AI computing centers and new energy projects requires substantial power distribution equipment, positioning the company to benefit from global demand growth [10]

Group 1 - The sixth Asian Beach Games will hold a press conference on January 12, 2023, to discuss the preparation status [2] - Shanghai Disneyland will implement a tiered refund policy starting January 12, 2026, allowing full refunds up to 7 days before the visit [3] - A total of 9 companies will have their restricted shares unlocked on January 12, with a total unlock volume of 742 million shares, valued at 17.761 billion [4] Group 2 - One company has disclosed its stock repurchase progress, with BOE Technology Group completing a repurchase amounting to 1.5 billion [5] - Seven A-shares will undergo equity registration on January 12, with significant dividends announced, including Hai Kan Co. distributing 5.20 yuan per 10 shares [6] - Economic data such as the Eurozone Sentix Investor Confidence Index and India's CPI for December 2025 will be released [7]

Market Performance - The other electronic sector increased by 0.57% on January 9, with Hao Li Technology leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] Top Gainers - Hao Li Technology (002729) closed at 17.94, up 9.99% with a trading volume of 133,000 shares and a turnover of 234 million yuan [1] - Han Shuo Technology (301275) closed at 58.56, up 7.94% with a trading volume of 68,800 shares and a turnover of 394 million yuan [1] - Xu Guang Electronics (600353) closed at 18.62, up 5.08% with a trading volume of 746,000 shares and a turnover of 1.354 billion yuan [1] Other Notable Stocks - Runxin Technology (300493) closed at 21.96, up 4.82% with a trading volume of 481,500 shares and a turnover of 1.039 billion yuan [1] - Wei Feng Electronics (301328) closed at 50.16, up 3.81% with a trading volume of 34,500 shares and a turnover of 171 million yuan [1] Market Capital Flow - The other electronic sector experienced a net outflow of 200 million yuan from institutional investors and 150 million yuan from retail investors, while retail investors had a net inflow of 350 million yuan [2] - The detailed capital flow for individual stocks shows varying levels of net inflow and outflow among different companies [3] Individual Stock Capital Flow - Xu Guang Electronics had a net inflow of 149 million yuan from institutional investors, while it faced a net outflow of 53.176 million yuan from retail investors [3] - Hao Li Technology saw a net inflow of 81.847 million yuan from institutional investors, but a net outflow of 39.637 million yuan from retail investors [3]

1月9日，伊戈尔涨5.05%，截至发稿，报37.05元/股，成交4.09亿元，换手率3.05%，总市值156.80亿 元。 资料显示，伊戈尔电气股份有限公司位于江西省吉安市吉州区君华大道212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%。 截至发稿，任桀累计任职时间1年72天，现任基金资产总规模128.78亿元，任职期间最佳基金回报 277.95%， 任职期间最差基金回报-4.61%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，永赢基金旗下1只基金位居伊戈尔十大流通股东。永赢科技智选混合发起A（022364）三季 度新进十大流通股东，持有股数265.95万股，占流通股的比例为0.71%。根据测算，今日浮盈赚取约 473.39万元。 永赢科技智选混合发起A（022364）成立日期2 ...

Group 1 - The A-share market indices continued to rise, with the only electric grid equipment ETF (159326) increasing by 2.3% and the green electricity ETF (562550) rising by 0.54% [1] - Key stocks in the electric grid equipment ETF, including Baosheng Co., Igor, and China XD Electric, reached their daily limit, while other stocks like Power Transformer and Weiteng Electric also saw gains [1] - A new guideline was released by relevant authorities to promote high-quality development of the electric grid, aiming for significant enhancements in resource optimization and capacity by 2030 [1] Group 2 - The electric grid equipment ETF (159326) tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation, and cable components [2] - The green electricity ETF (562550) tracks the CSI Green Power Index, including companies involved in solar, wind, and hydropower, reflecting the overall performance of the green energy sector [2] - The index includes both clean energy enterprises and traditional energy sources, aligning with the dual carbon goals and energy security initiatives [2]

国泰海通证券股份有限公司 关于伊戈尔电气股份有限公司 2025 年度持续督导培训情况的报告 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 正在履行伊戈尔电气股份有限公司（以下简称"伊戈尔"或"公司"）持续督导 工作的保荐机构，根据《证券发行上市保荐业务管理办法》、《深圳证券交易所 上市公司自律监管指引第 13 号——保荐业务》、《深圳证券交易所上市公司自 律监管指引第 1 号——主板上市公司规范运作》等法律法规的要求，对公司进行 了 2025 年度持续督导培训，报告如下： 一、本次培训的基本情况 （一）保荐人：国泰海通证券股份有限公司 （二）培训时间：2025 年 12 月 25 日 本次培训前，国泰海通编制了培训材料，并提前要求伊戈尔参与培训的相关 人员了解培训相关内容。 二、本次培训的主要内容 本次培训的主要内容为信息披露相关规定、持续督导要求、内幕交易风险及 防范等。本次持续督导培训加深了培训对象对资本市场监管政策、上市公司规范 运作要求的理解与认识。 三、上市公司的配合情况 保荐人本次持续督导培训的工作过程中，公司积极予以配合，全体参与培训 人员均进行了认真深入学习并进行了交流沟 ...

伊戈尔股价创出历史新高，截至9:33，该股上涨8.37%，股价报35.09元，成交量1187.48万股，成交金额 4.08亿元，换手率3.18%，该股最新A股总市值达148.50亿元，该股A股流通市值131.17亿元。 证券时报·数据宝统计显示，伊戈尔所属的电子行业，目前整体涨幅为0.39%，行业内，目前股价上涨的 有237只，涨幅居前的有普冉股份、南大光电、C强一等，涨幅分别为16.67%、13.07%、10.75%。股价 下跌的有248只，跌幅居前的有乾照光电、臻镭科技、国科微等，跌幅分别为5.50%、5.40%、5.17%。 两融数据显示，该股最新（1月6日）两融余额为3.20亿元，其中，融资余额为3.19亿元，近10日增加 2584.23万元，环比增长8.80%。 公司发布的三季报数据显示，前三季度公司共实现营业收入38.08亿元，同比增长17.32%，实现净利润 1.78亿元，同比下降15.14%，基本每股收益为0.4500元，加权平均净资产收益率5.47%。（数据宝） （文章来源：证券时报网） ...

Core Viewpoint - The city of Ji'an is revitalizing its water transport economy through infrastructure development, policy support, and enhanced logistics services, aiming to establish itself as a core hub for multimodal transport in Central China [1][9]. Infrastructure Development - Ji'an has constructed 8 cargo terminals and 16 berths capable of accommodating vessels of 1,000 tons or more, achieving comprehensive coverage of riverine terminals across the city [1]. - The city is upgrading its water transport infrastructure, with new and improved cargo terminals strategically located along the Gan River, enhancing the overall capacity and efficiency of water transport [2][7]. Economic Impact - The shift to water transport has significantly reduced logistics costs, with companies reporting savings of 30% on transportation expenses by switching from road to water routes [3][8]. - The port's utilization has increased dramatically, with coal throughput expected to grow over 400% year-on-year by the third quarter of 2025 due to improved operational efficiencies [7]. Policy Support - Ji'an is implementing a "policy + service" strategy to encourage businesses to utilize water transport, including financial incentives and support for logistics services [7][8]. - The city has secured over 4.5 million yuan in provincial and municipal funding to support water transport initiatives, benefiting more than 70 enterprises [8]. Logistics and Efficiency - The introduction of a digital platform for public water transport has facilitated real-time tracking and efficient matching of cargo and vessels, with over 453 companies registered and more than 50 orders completed [5]. - Enhanced operational efficiency has been achieved through optimized scheduling and dedicated equipment, resulting in a 30% reduction in vessel waiting times [5]. Future Outlook - Ji'an aims to further develop its port functions and smart service levels, positioning itself as a key multimodal transport hub in Central China by 2025 [9].