每经AI快讯，有投资者在投资者互动平台提问：请问英杰电气在成都高新区的基地预计什么时候建 成，什么时候开始有产出？ 英杰电气（300820.SZ）9月23日在投资者互动平台表示，您好，公司在成都高新区的生产基地建设前期 已经开始进行，目前已经具备了一定的生产能力，子公司成都晨晖公司的射频电源车间已经在承接生产 任务。 （记者 王晓波） ...

（文章来源：证券日报） 证券日报网讯英杰电气9月22日在互动平台回答投资者提问时表示，2025年半年报披露后，公司已与机 构投资者开展充分交流，并另行召开业绩说明会，积极回应投资者关切的问题，相关交流内容已按规定 进行了公开披露。公司经营具有持续性，企业发展目标的达成需依托中长期战略的推进与稳步执行，需 要一个时间过程，后续公司将持续与广大投资者保持积极沟通，及时传递经营动态。 ...

格隆汇9月19日丨英杰电气(300820.SZ)在互动平台表示，公司在半导体先进制程环节的电源供应主要是 在刻蚀和薄膜沉积环节，主要作用是产生和控制等离子体，与光刻机电源的工艺目的和环境差异很大， 属于不同种类的电源，目前公司暂无光刻机电源供应。 ...

Core Viewpoint - Yingjie Electric's stock has shown mixed performance in recent months, with a year-to-date decline of 8.32% but a recent increase of 12.15% over the past 60 days, indicating potential recovery signs in the stock price [1] Financial Performance - For the first half of 2025, Yingjie Electric reported a revenue of 722 million yuan, a year-on-year decrease of 9.42%, and a net profit attributable to shareholders of 119 million yuan, down 32.71% compared to the previous year [2] - Cumulative cash dividends since the company's A-share listing amount to 365 million yuan, with 248 million yuan distributed over the past three years [3] Shareholder Information - As of August 29, 2025, the number of shareholders for Yingjie Electric decreased by 10.75% to 15,100, while the average number of tradable shares per shareholder increased by 12.04% to 7,352 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which reduced its holdings by 972,400 shares, and new entrants such as Southern CSI 1000 ETF and Nuoan Hexin Mixed A [3] Market Activity - On September 18, Yingjie Electric's stock price rose by 2.34% to 50.29 yuan per share, with a trading volume of 63.14 million yuan and a turnover rate of 1.15% [1] - The net inflow of main funds was 1.005 million yuan, with large orders accounting for 14.67% of purchases and 13.07% of sales [1] Business Overview - Yingjie Electric, established on January 16, 1996, and listed on February 13, 2020, specializes in the research, production, and sales of industrial power supply equipment, including power control devices and special power supplies [1] - The company's revenue composition includes power control devices and systems (61.71%), power modules and systems (28.37%), and other products (9.84%) [1] Industry Classification - Yingjie Electric is classified under the power equipment sector, specifically in the category of other power supply equipment [1] - The company is associated with concepts such as nuclear fusion, nuclear power, western development, mid-cap, and specialized and innovative enterprises [1]

Group 1: Company Performance and Strategy - The company currently has a solar order backlog of 1 billion (including 500 million from overseas), expected to be recognized by next year [1] - The company aims to expand its business boundaries through technology research, market surveys, and strategic partnerships to ensure sustainable development [2] - Despite concerns about achieving a revenue target of 5 billion in the next three years, the company remains confident in its growth potential and market strategies [2] Group 2: Investor Relations and Market Communication - The management acknowledges the need for improved market communication and plans to enhance investor relations by actively engaging with investors in major cities [3] - The company has received buy or hold ratings from several institutions, indicating ongoing interest and support from the investment community [4] - The company is committed to addressing investor feedback and incorporating valuable suggestions into future work plans [3] Group 3: Business Development and Product Lines - The energy storage business is primarily managed by a wholly-owned subsidiary, which is currently developing various storage products and seeking to expand market share [3] - The company is actively collaborating with major enterprises in the semiconductor equipment sector to enhance its product offerings [4] - The company has a strong focus on the semiconductor RF power supply sector, with significant advancements expected in the next 1-2 years due to increased R&D investment and customer orders [6] Group 4: Financial Outlook and Challenges - The company anticipates a challenging environment for solar power orders, with only 40 million in orders for the first half of the year and an expected total of around 100 million for the year [5] - There is a recognition of the cyclical nature of the solar industry, with expectations for gradual improvement in demand and revenue in the future [5] - The company is optimistic about achieving its revenue goals by optimizing business operations and enhancing efficiency [6]

Investment Rating - The report maintains a positive investment outlook for the controllable nuclear fusion industry, particularly focusing on Z-pinch technology and its commercialization potential by 2030 [4]. Core Insights - The controllable nuclear fusion era is accelerating, with significant growth in global investment, rising from $1.9 billion in 2021 to $9.7 billion in 2025, indicating strong investor confidence and technological breakthroughs [1][20]. - Z-pinch technology is gaining traction due to its safety, economic efficiency, and environmental friendliness, positioning it as a viable alternative in the fusion technology landscape [2][3]. - The 2030s are recognized as a critical period for the commercialization of fusion energy, with many companies planning to operate demonstration power plants during this timeframe [26]. Summary by Sections 1. Accelerating Towards Controllable Nuclear Fusion - The controllable nuclear fusion industry is experiencing robust policy support and investment growth, with a projected commercialization period starting in 2030 [1][10]. - The report highlights the establishment of a multi-level policy framework in China to promote fusion energy development, including regulatory, industrial, and capital support [12][15]. 2. Inertial Confinement Technology and Z-Pinch Advancements - Z-pinch technology is emerging as a prominent method in inertial confinement fusion, with significant advancements in safety and economic viability [2][3]. - The report outlines the development stages for Z-pinch technology, including key technical challenges and milestones expected by 2040 [3][51]. 3. Global Investment Trends in Fusion Energy - The fusion industry has seen a surge in investment, with a notable increase in public funding and a diverse range of investors entering the market [21][22]. - The report emphasizes the growing interest from various sectors, including technology venture capital, industrial giants, and sovereign funds, reflecting the industry's broad appeal [21][22]. 4. Investment Recommendations - The report suggests focusing on companies involved in Z-pinch technology components, such as drivers, fusion targets, and subcritical fission blankets, with specific companies highlighted for potential investment [4].

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，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，四川英杰电气股份有限公司（以下简称 "公司"）将参加由四川省上市公司协会、深圳市全景网络有限公司联合举办的 "四川辖区2025年投资者网上集体接待日及半年度报告业绩说明会"活动，现将 相关事项公告如下： 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" （https://rs.p5w.net）参与本次互动交流，活动时间为2025年9月12日（周五） 14:00—17:00。届时公司董事兼总经理周英怀先生、副总经理兼董事会秘书刘世 伟先生、财务总监张海涛女士、独立董事冯渊女士（如遇特殊情况，参会人员可 能进行调整）将在线就公司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！ 特此公告。 四川英杰电气股份有限公司董事会 证券代码：300820 证券简称：英杰电气 公告编号：2025-044 四川英杰电气股份有限公司 关于参加四川辖区 2025 年投资者网上集体接待日及半年度报告 业绩说明会活动的公告 20 ...

Group 1 - A total of 59 institutions conducted 1,678 "buy" ratings covering 929 stocks from September 1 to September 5 [1] - Among the stocks rated "buy," 89 saw a decrease in shareholder accounts compared to the end of Q2, with 41 stocks experiencing a decline of over 10% [1] - The 41 stocks with significant concentration of shares had an average increase of over 20% year-to-date, with 6 stocks, including Aosaikang and Tengya Precision, rising over 50% [1] Group 2 - 15 stocks underperformed the Shanghai Composite Index, which had a year-to-date increase of 13.75%, with 8 stocks, including Zhejiang Dingli, Huaihe Energy, and Huaibei Mining, experiencing a decline in stock price [1][2] - Specific companies such as Zhejiang Dingli and Huaihe Energy reported significant drops in net profit, with declines of 17.96% and 14.36% respectively [2] - The coal industry showed notable underperformance, with companies like Huaihe Energy and Huaibei Mining reporting net profit decreases of 22.15% and 64.85% respectively [2]

证券日报网讯英杰电气（300820）9月5日在互动平台回答投资者提问时表示，公司已与数十家半导体设 备制造厂商建立商务联系，合作覆盖多阶段：既实现部分伙伴的产品批量供应，也在推进与部分厂商的 产品研发，同时与部分厂商开展技术以及商务对接，暂不便透露具体厂商名称。 ...

Core Viewpoint - The company, Yingjie Electric (300820), is focusing on the development and commercialization of energy storage products through its subsidiary, Yingjie New Energy, which is currently in the early stages of revenue growth in this sector [1] Group 1: Product Offerings - Yingjie New Energy offers a range of energy storage products, including cabinet-type energy storage systems, liquid-cooled energy storage systems, range-extended energy supply boxes, and energy storage inverters [1] Group 2: Revenue Growth - The revenue scale of energy storage products is currently small, but the company is actively engaging in business negotiations with large state-owned enterprises and leading companies to accelerate revenue growth while maintaining a certain profit level [1]