证券之星消息，2月4日其他电源设备板块较上一交易日下跌0.43%，科华数据领跌。当日上证指数报收 于4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002534 | 西子洁能 | 18.70 | 4.59% | 27.78万 | 5.14亿 | | 600482 | 中国动力 | 27.77 | 1.28% | 34.41万 | 9.53亿 | | 600405 | 动力源 | 5.37 | 1.13% | 0 8.05万 | 4288.83万 | | 600875 | 东方电气 | 25.99 | 1.09% | 43.05万 | 11.19 Z | | 002364 | 中恒电气 | 33.07 | 1.01% | 56.85万 | 18.87亿 | | 301516 | 中远通 | 16.68 | 0.97% | 2.09万 | 3471.62万 | | 688551 | 科威尔 ...

（编辑 楚丽君） 证券日报网讯 2月3日，英杰电气在互动平台回答投资者提问时表示，截至2025年12月31日的股东户数 属于公司年度报告法定信息披露范畴，将在公司2025年年报中披露，年报正式披露前公司暂不对外披露 2026年股东户数信息。 ...

证券之星消息，1月22日其他电源设备板块较上一交易日上涨1.3%，科泰电源领涨。当日上证指数报收 于4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300820 | 英杰电气 | 56.75 | -4.54% | 7.79万 | 4.471乙 | | 002518 | 科士达 | 57.60 | -3.18% | 15.81万 | 9.10亿 | | 301590 | 优优绿能 | 223.60 | -3.11% | ● 1.25万 | 2.78亿 | | 688411 | 海博思创 | 241.25 | -2.62% | - 3.71万 | 2786.8 | | 300491 | 通合科技 | 28.87 | -2.24% | 12.20万 | 3.52亿 | | 300376 | 易事特 | 7.16 | -1.65% | 34.61万 | 2.49亿 | | 300693 | 雷 ...

（文章来源：证券日报） 证券日报网讯 1月21日，英杰电气在互动平台回答投资者提问时表示，公司核心竞争力为非标定制化电 源研发制造，订单节奏取决于下游资本开支与需求。 ...

Market Performance - The other power equipment sector increased by 2.8% compared to the previous trading day, with Haibo Sichuang leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Individual Stock Performance - Haibo Sichuang (688411) closed at 278.50, up 11.07% with a trading volume of 77,000 shares and a transaction value of 2.038 billion [1] - Maigemeite (002851) closed at 106.50, up 8.50% with a trading volume of 338,200 shares and a transaction value of 3.537 billion [1] - Yingjie Electric (300820) closed at 59.00, up 8.46% with a trading volume of 125,300 shares and a transaction value of 722 million [1] - Other notable stocks include Dongfang Electric (600875) up 5.91% and Xifeng Energy (300593) up 5.25% [1] Capital Flow Analysis - The other power equipment sector saw a net inflow of 385 million from institutional investors, while retail investors experienced a net outflow of 13.51 million [2] - The main stocks with significant capital inflow include Maigemeite with 254 million and Haibo Sichuang with 168 million [3] - Retail investors showed a net outflow in several stocks, including Maigemeite and Haibo Sichuang, indicating a shift in investor sentiment [3]

Group 1 - The A-share market experienced fluctuations on January 19, with the ChiNext New Energy ETF Huaxia (159368) slightly declining by 0.26% in the afternoon [1] - Notable stock performances included Taisheng Wind Power rising by 13.19%, Maiwei Co. increasing by 9.61%, Yingjie Electric gaining 8.07%, and Dier Laser up by 4.91% [1] - The ChiNext New Energy ETF Huaxia (159368) has seen a net inflow of over 51 million yuan in the past five days, with a trading volume of 99.48 million yuan, making it the largest in its category [1] Group 2 - On January 16, six departments, including the Ministry of Industry and Information Technology and the National Development and Reform Commission, released a temporary management measure for the recycling and comprehensive utilization of used power batteries for new energy vehicles, effective from April 1, 2026 [1] - The core of the new regulation emphasizes a "vehicle-battery integrated scrapping" system, aiming to establish a management system covering "all channels, all chains, and all life cycles" and to introduce a "digital identity" for power batteries [1] - According to research institutions, it is estimated that by 2030, the amount of used power batteries generated in China will exceed 1 million tons, highlighting the need for a structured recycling system [1] Group 3 - The ChiNext New Energy ETF Huaxia (159368) is the largest ETF fund tracking the ChiNext New Energy Index, which includes various sectors such as batteries and photovoltaics [2] - The fund has high elasticity, with a potential increase of up to 20%, and the lowest fee rate, with a combined management and custody fee of only 0.2% [2] - As of December 30, 2025, the fund's scale is projected to reach 676 million yuan, with an average daily trading volume of 70.75 million yuan over the past month [2]

Group 1 - The core viewpoint of the news is that Yingjie Electric has seen a 5% increase in stock price, reaching 57.12 yuan per share, with a total market capitalization of 12.697 billion yuan [1] - Yingjie Electric, established on January 16, 1996, specializes in the research, production, and sales of industrial power supply equipment, particularly power control power supplies and special power supplies [1] - The company's main business revenue composition includes power control devices and systems (61.71%), power modules and systems (28.37%), and other sources (9.84%) [1] Group 2 - From the perspective of fund holdings, one fund under Chuangjin Hexin has a significant position in Yingjie Electric, holding 302,100 shares, which accounts for 4.95% of the fund's net value [2] - The fund, Chuangjin Hexin Specialized and New Stocks Initiation A (014736), has achieved a year-to-date return of 18.19% and a one-year return of 85.91% [2] - The fund manager, Wang Xianwei, has been in position for 4 years and 329 days, with the fund's total asset scale at 419 million yuan [3]

Core Viewpoint - The industrial control power supply industry is experiencing significant growth driven by the accelerated automation and intelligence transformation in manufacturing, with the market size expected to increase from 115.44 billion yuan in 2015 to 462.12 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 16.7% [1][9]. Group 1: Industry Overview - Industrial control power supplies are specialized devices that convert mains electricity or other power sources into stable direct current suitable for industrial control equipment, characterized by high stability, reliability, and durability [5][6]. - The working principle of industrial control power supplies involves power conversion technologies, including rectification, filtering, voltage regulation, and output [5]. Group 2: Industry Chain - The upstream materials for the industrial control power supply industry include power devices, electronic components, and various metal and mechanical materials, which directly affect the performance and cost of midstream products [5]. - The downstream applications encompass sectors such as machinery manufacturing, power systems, transportation, and petrochemicals, where industrial control power supplies provide stable power support for various control devices, sensors, and actuators [6]. Group 3: Current Industry Status - The power supply industry in China has maintained rapid growth, with the market size reaching 517.4 billion yuan in 2022, a year-on-year increase of 32.3%, and is projected to continue growing to 770.2 billion yuan in 2024 [8][9]. - The demand for industrial automation has surged due to rising labor costs and the need for higher product quality, driving the growth of the industrial control power supply market [9]. Group 4: Competitive Landscape - Domestic companies like Yingjie Electric and Dongfang Sitong are rapidly catching up to international standards, effectively meeting downstream equipment demands and gradually replacing imported products [11]. - The industry still has many small and medium-sized enterprises that primarily serve sectors with lower precision and performance requirements, relying on cost competition to maintain market share [11]. Group 5: Development Trends - Emerging industries such as photovoltaics and rare earth materials are driving the upgrade of the industrial control power supply industry, leading to increased demand for high-quality products [13]. - The industry is expected to shift towards digitalization, with mainstream products evolving from analog-digital combinations to fully digital, modular, intelligent, and programmable solutions [13][14]. - The concentration of the industry is anticipated to increase, with market resources shifting towards leading enterprises that possess economies of scale and technological innovation advantages [15].

Core Viewpoint - Yingjie Electric (300820) has commenced production at its Chengdu facility, which is equipped with sufficient capacity to meet current customer orders and support future business expansion [1] Group 1: Production Capacity - The Chengdu production base has adequate capacity reserves to fully cover and satisfy existing customer order demands [1] - The company has established a specialized RF power production workshop in the Deyang facility, creating a complementary production layout between Chengdu and Deyang [1]

Core Viewpoint - The company has successfully launched its production base in Chengdu, which is expected to meet current customer demand and support future business expansion [2]. Group 1: Production Base Development - The production base of the subsidiary, Yingjie Chenhui, located in Chengdu, has commenced operations [2]. - The Chengdu base has sufficient production capacity to cover existing customer orders and provide a solid capacity guarantee for future business expansion [2]. - There is also a specialized RF power production workshop in the Deyang Yingjie Electric plant, creating a complementary production layout between Chengdu and Deyang [2].