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].

国泰海通证券股份有限公司 关于四川英杰电气股份有限公司 2025年持续督导培训工作报告 国泰海通证券股份有限公司（以下简称"国泰海通"）作为四川英杰电气股 份有限公司（以下简称"英杰电气"或"公司"）的持续督导机构，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》等相关规定，于 2025 年 12 月 29 日对英杰电气的董事、高级管理 人员、中层以上管理人员等相关人员进行了培训，现将本次培训情况总结如下： 一、主要培训基本情况 （一）培训时间 本次培训的时间为 2025 年 12 月 29 日。 （二）培训地点 公司会议室。 （四）培训对象 本次培训旨在加深公司董事、高级管理人员等人员对持续督导期间相关法律 法规及信息披露要求的理解，增强规范运作意识，促进公司更为规范运作。 （七）本次培训的主要内容 国泰海通向本次培训的对象提供了培训材料，重点介绍了信息披露、关联交 易、募集资金使用规范、股份减持规定及违规处罚案例分析等方面的内容。 （三）培训方式 现场会议及线上会议。 本次培训对象为英杰电气的控股股东和实际控制人、董事、高级管理人员及 中层管理人员等相 ...

Core Viewpoint - The company, Yingjie Electric (300820), provides comprehensive key power supply services in the field of controlled nuclear fusion, including magnetic field power supplies, auxiliary heating power supplies, control system power supplies, and auxiliary system power supplies [1] Group 1: Business Overview - The company has had years of collaboration with relevant research institutions and project units in the nuclear fusion sector [1] - The orders from the nuclear fusion business segment represent a small proportion of the company's overall order structure, thus having a limited impact on current overall performance [1] Group 2: Industry Context - The nuclear fusion industry is still in the experimental verification stage for multiple technological routes, indicating significant uncertainty regarding the commercialization process and the potential procurement orders for related power supplies [1]