格隆汇1月23日丨永贵电器(300351.SZ)公布，近日，北京京港地铁有限公司与浙江永贵电器股份有限公 司控股子公司浙江永贵博得交通设备有限公司签订了一份货物买卖合同，合同金额为1191.25万元（含 税）。 ...

| 证券代码：300351 | 证券简称：永贵电器 | 公告编码：2026-003 | | --- | --- | --- | | 债券代码：123253 | 债券简称：永贵转债 | | 浙江永贵电器股份有限公司 关于公司控股子公司近期签订货物买卖合同的公告 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。 特别提示： 1、合同生效条件：以下合同自双方签字盖章后生效； 2、对本年度经营成果的影响：以下货物买卖合同总金额为 11,912,460.00 元 （含税）。预计将会对公司 2026 年及未来年度的经营业绩产生积极影响。 3、风险提示：合同虽已正式签署并已正式生效，但在合同履行过程中，如 遇政策、市场环境等不可预计或不可抗力因素的影响，可能会导致合同无法如期 或全面履行。 4、公司不存在最近三年披露的相关合同无进展或进展未达预期的情况。 | 买方 | 卖方 | 合同项目 | 合同标的 | 合同金额（含税/元） | | --- | --- | --- | --- | --- | | 北京京港 | 永贵博得 | 电客车车门配件项目 | 车门配件 | 11,912 ...

Core Insights - The rapid growth of China's new energy vehicle market is driving the demand for high-performance high-current connectors, with the market expected to reach 12.68 billion yuan by 2025, a year-on-year increase of 14.0% [1][7]. Overview - High-voltage high-current connection systems are essential components for power transmission in various applications, including new energy vehicles, energy storage, and industrial equipment [2][3]. Market Demand - The demand for high-current connectors is primarily driven by the new energy vehicle sector, which is projected to account for over 60% of the market by 2025 [6][7]. - The expansion of the energy storage industry and the upgrade of industrial automation equipment are also contributing to the growing demand for high-performance connectors [1][5]. Industry Barriers - The high-voltage high-current connector industry has significant technical barriers, requiring substantial investment in research and development across multiple disciplines [5][6]. - Leading companies have established proprietary designs and advanced simulation modeling techniques, creating a challenging environment for new entrants [5][6]. Market Policies - The Chinese government has implemented various policies to support the development of the electronic components industry, including high-voltage high-current connectors, creating a favorable environment for growth [6][7]. Competitive Landscape - The market is characterized by a mix of international giants and rapidly growing domestic companies, with international firms like TE, Amphenol, and Molex dominating the high-end market [8][9]. - Domestic companies such as AVIC Optoelectronics and Lixun Precision are leveraging local market opportunities and technological advancements to enhance their competitiveness [8][9]. Development Trends - The industry is expected to see continuous upgrades in technology and performance, adapting to higher voltage platforms and improving key performance metrics [13][14]. - The demand for high-current connectors will be driven by multiple sectors, including new energy vehicles, energy storage, and industrial automation [14][15]. - Domestic companies are accelerating the pace of technological breakthroughs and market penetration, aiming to reduce reliance on international brands [15][16]. - The focus on green and intelligent transformation will shape the industry's future, with an emphasis on sustainable materials and smart manufacturing technologies [16].

Market Overview - The rail transit equipment sector experienced a decline of 0.62% on January 16, with Bidu Technology leading the drop [1] - The Shanghai Composite Index closed at 4101.91, down 0.26%, while the Shenzhen Component Index closed at 14281.08, down 0.18% [1] Stock Performance - Notable gainers in the rail transit equipment sector included: - Gongda Gaoke (688367) with a closing price of 32.95, up 4.90% on a trading volume of 45,000 shares and a turnover of 146 million yuan [1] - Jiaoda Sino (300851) closed at 29.63, up 4.40% with a trading volume of 57,400 shares and a turnover of 174 million yuan [1] - Xianghe Industry (603500) closed at 12.96, up 3.43% with a trading volume of 87,000 shares and a turnover of 111 million yuan [1] Fund Flow Analysis - The rail transit equipment sector saw a net outflow of 79.08 million yuan from institutional investors, while retail investors experienced a net outflow of 75.46 million yuan [2] - Conversely, speculative funds recorded a net inflow of 155 million yuan [2] Individual Stock Fund Flow - China Railway Industry (600528) had a net inflow of 37.40 million yuan from institutional investors, but a net outflow of 34.22 million yuan from retail investors [3] - China Communication Signal (688009) saw a net inflow of 3.34 million yuan from institutional investors, while retail investors had a net outflow of 55.10 million yuan [3] - Xianghe Industry (603500) experienced a net inflow of 16.07 million yuan from institutional investors, with retail investors seeing a net outflow of 4.64 million yuan [3]

1月9日，永贵电器涨1.92%，成交额3.65亿元。两融数据显示，当日永贵电器获融资买入额5815.50万 元，融资偿还3990.51万元，融资净买入1824.98万元。截至1月9日，永贵电器融资融券余额合计4.12亿 元。 截至9月30日，永贵电器股东户数3.08万，较上期减少5.23%；人均流通股8509股，较上期增加5.52%。 2025年1月-9月，永贵电器实现营业收入15.86亿元，同比增长15.68%；归母净利润7120.67万元，同比减 少29.25%。 分红方面，永贵电器A股上市后累计派现2.50亿元。近三年，累计派现6194.98万元。 机构持仓方面，截止2025年9月30日，永贵电器十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股562.57万股，相比上期增加308.36万股。 责任编辑：小浪快报 融资方面，永贵电器当日融资买入5815.50万元。当前融资余额4.12亿元，占流通市值的5.69%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，永贵电器1月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量1.75万股，融券余 ...

Market Performance - The rail transit equipment sector increased by 0.1% compared to the previous trading day, with Zhonghe Technology leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up by 0.92%, while the Shenzhen Component Index closed at 14120.15, up by 1.15% [1] Individual Stock Performance - Zhonghe Technology (000925) closed at 9.22, with a rise of 2.22% and a trading volume of 499,900 shares, amounting to a transaction value of 460 million yuan [1] - Yonghui Electric (300351) closed at 18.62, up by 1.92%, with a trading volume of 197,000 shares and a transaction value of 365 million yuan [1] - High-speed Rail Electric (688285) closed at 9.27, increasing by 1.53%, with a trading volume of 39,200 shares and a transaction value of approximately 36.19 million yuan [1] Capital Flow Analysis - The rail transit equipment sector experienced a net outflow of 131 million yuan from institutional investors, while retail investors saw a net inflow of 127 million yuan [2] - The individual stock capital flow indicates that Yonghui Electric had a net outflow of 23.52 million yuan from institutional investors, while it attracted a net inflow of 4.89 million yuan from retail investors [3] - Zhonghe Technology had a net inflow of 12.75 million yuan from institutional investors, but a net outflow of 32.06 million yuan from retail investors [3]

Core Viewpoint - The announcement details the conversion of "Yonggui Convertible Bonds" into shares of Yonggui Electric, highlighting the bond's conversion status and the company's share capital changes in the fourth quarter of 2025 [1][2][3]. Group 1: Convertible Bond Details - The "Yonggui Convertible Bonds" (bond code: 123253) have a conversion period from September 19, 2025, to March 12, 2031, with the latest effective conversion price set at 18.23 CNY per share [2][4]. - A total of 749 bonds were converted in the fourth quarter of 2025, amounting to a face value of 74,900 CNY, resulting in the issuance of 4,100 shares of Yonggui Electric [2][7]. - As of the end of the fourth quarter of 2025, there are 9,798,827 bonds remaining, with a total face value of 979,882,700 CNY [3][7]. Group 2: Share Capital Changes - The increase in share capital due to the conversion of "Yonggui Convertible Bonds" in the fourth quarter is 4,100 shares [7]. - The company also implemented a restricted stock incentive plan, resulting in an increase of 1,079,060 shares due to the first grant of the third vesting period and the second vesting period [7]. - A total of 54,698 shares were repurchased and canceled due to performance completion rates and employee turnover, while 442,552 shares became unrestricted from the third and second vesting periods [7].

| 证券代码：300351 | 证券简称：永贵电器 | 公告编码：2026-002 | | --- | --- | --- | | 债券代码：123253 | 债券简称：永贵转债 | | 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。 特别提示： 1、"永贵转债"（债券代码：123253）转股期限为 2025 年 9 月 19 日至 2031 年 3 月 12 日止；最新有效转股价格为 18.23 元/股。 2、2025 年第四季度，共有 749 张"永贵转债"完成转股（票面金额共计 74,900 元人民币），合计转成 4,100 股"永贵电器"股票（股票代码：300351）。 3、截至 2025 年第四季度末，"永贵转债"剩余 9,798,827 张，剩余票面总 金额为 979,882,700 元人民币。 根据《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第 15 号——可转换公司债券》等有关规定，浙江永贵电器股份有限 公司（以下简称"公司"或"永贵电器"）现将可转换公司债券（以下简称"可 转债"）2025 年第四季度转股及公司股 ...

浙江永贵电器股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开 第五届董事会第十九次会议，并于 2025 年 9 月 15 日召开 2025 年第二次临时股 东大会，审议通过了《关于变更注册资本、修订<公司章程>并办理工商变更登 记的议案》，具体内容详见公司于 2025 年 8 月 29 日在中国证监会指定创业板信 息披露网站巨潮资讯网（http://www.cninfo.com.cn）披露的《关于变更注册资本、 修订<公司章程>并办理工商变更登记及制定、修订、废止公司管理制度的公告》 （公告编号：2025-064）。 公司已于近日完成了相关工商变更登记和备案等手续，并取得了浙江省市场 监督管理局换发的营业执照，现将相关情况公告如下： | 证券代码：300351 | 证券简称：永贵电器 | 公告编码：2026-001 | | --- | --- | --- | | 债券代码：123253 | 债券简称：永贵转债 | | 浙江永贵电器股份有限公司 关于变更注册资本并完成工商变更登记的公告 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。 成立日 ...

Summary of Key Points Core Viewpoint - The actual controllers of Yonggui Electric (300351.SZ), Mr. Fan Jijun and Mr. Fan Yonggui, have notified the company about their reduction in holdings of "Yonggui Convertible Bonds" through block trading, indicating a significant change in ownership structure [1] Group 1: Shareholding Changes - Mr. Fan Jijun reduced his holdings by 763,043 "Yonggui Convertible Bonds" [1] - Mr. Fan Yonggui reduced his holdings by 217,000 "Yonggui Convertible Bonds" [1] - The Fan family collectively reduced their holdings by 980,043 "Yonggui Convertible Bonds," accounting for 10.00% of the total issuance [1] Group 2: Remaining Holdings - After the reduction, the Fan family holds a total of 1,141,428 "Yonggui Convertible Bonds," which represents 11.65% of the total issuance [1] - Mr. Fan Yonggui's remaining holdings amount to 1,141,428 "Yonggui Convertible Bonds" [1]