证券代码：301023 证券简称：江南奕帆 公告编号：2025-035 无锡江南奕帆电力传动科技股份有限公司 关于控股股东、实际控制人减持股份的预披露公告 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 2、股份来源：首次公开发行前已发行的股份（含该等股份首次公开发行后 因资本公积金转增股本而相应增加的股份）。 特别提示： 持有公司股份32,424,000股（占扣除公司回购股份数后的总股本比例的 41.6826%）的控股股东、实际控制人、董事长刘锦成先生计划自本公告披露之 日起15个交易日后的3个月内通过集中竞价减持公司股份不超过777,879股(占扣 除公司回购股份数后的总股本比例的1.0000%），大宗交易方式减持公司股份 不超过1,555,758股(占扣除公司回购股份数后的总股本比例的2.0000%）。若计 划减持期间公司有派息、送股、转增股本、配股等除权除息事项，上述拟减持 股份数量将相应进行调整，但减持股份占扣除公司回购股份数后的总股本的比 例不变。 无锡江南奕帆电力传动科技股份有限公司（以下简称"公司"）于近日收 到刘锦成出具的《关于股份减持计划的告知函》，根据《深圳证券交易所 ...

证券代码：301023 证券简称：江南奕帆 公告编号：2025-036 无锡江南奕帆电力传动科技股份有限公司 关于公司董事、高管减持计划预披露的公告 公司董事、高管孙定坤先生保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有公司股份322,000股（占扣除公司回购股份数后的总股本比例的0.4139%） 的董事、高管孙定坤先生计划自本公告披露之日起15个交易日后的3个月内通 过集中竞价交易方式减持公司股份不超过63,000股(占扣除公司回购股份数后的 总股本比例的0.0810%）。若计划减持期间公司有派息、送股、转增股本、配 股等除权除息事项，上述拟减持股份数量将相应进行调整，但减持股份占扣除 公司回购股份数后的总股本的比例不变。 无锡江南奕帆电力传动科技股份有限公司（以下简称"公司"）于近日收 到孙定坤出具的《关于股份减持计划的告知函》，根据《深圳证券交易所上市公 司自律监管指引第18号——股东及董事、监事、高级管理人员减持股份》等相关 规定，现将其后续股份减持计划公告如下： 一、股东基本情况 ...

证券代码：301023 证券简称：江南奕帆 公告编号：2025-034 无锡江南奕帆电力传动科技股份有限公司 关于公司董事、持股5%以上股东减持计划时间届满的公告 公司董事、持股5%以上股东陈渊技先生、龚建芬女士保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 无锡江南奕帆电力传动科技股份有限公司（以下简称"公司"）于2025年3月4日 在巨潮资讯网（www.cninfo.com.cn）披露了《关于公司董事、持股5%以上股东减持计 划预披露的公告》（公告编号：2025-009），公司持股5%以上股东、董事陈渊技先生、 龚建芬女士计划自本公告披露之日起15个交易日后的3个月内，通过集中竞价合计减持 公司股份不超过556,008股(占扣除公司回购股份数后的总股本比例的1.0000%），大宗 交易方式合计减持公司股份不超过 1,112,016 股(占扣除公司回购股份数后的总股本比 例的2.0000%）。若计划减持期间公司有派息、送股、转增股本、配股等除权除息事 项，上述拟减持股份数量将相应进行调整，但减持股份占扣除 ...

证券代码：301023 证券简称：江南奕帆 公告编号：2025-033 无锡江南奕帆电力传动科技股份有限公司 关于股东减持计划时间届满的公告 公司股东宋益群女士保证向本公司提供的信息内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 无锡江南奕帆电力传动科技股份有限公司（以下简称"公司"）于2025年3月4日 披露了《关于股东减持计划预披露的公告》（公告编号：2025-008），持有公司股份 2,158,566股（占当时扣除公司回购股份数后的总股本比例的3.8823%）的股东宋益群女 士计划自减持计划公告披露之日起15个交易日后的3个月内通过集中竞价交易方式减持 公司股份不超过556,008股(占当时扣除公司回购股份数后的总股本比例的1%）。若计 划减持期间公司有派息、送股、转增股本、配股等除权除息事项，上述拟减持股份数 量将相应进行调整，但减持股份占扣除公司回购股份数后的总股本的比例不变。 公司于2025年5月8日回购注销了2024年限制性股票激励计划激励对象所持已获授 但尚未解锁的限制性股票38,000股，导致公司总股本从56, ...

证券代码：301023 证券简称：江南奕帆 公告编号：2025-032 无锡江南奕帆电力传动科技股份有限公司 关于公司董事、持股5%以上股东权益变动触及1%整数倍的公告 公司董事、持股5%以上股东陈渊技先生、龚建芬女士保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 无锡江南奕帆电力传动科技股份有限公司（以下简称"公司"）于2025年3月4日 在巨潮资讯网（www.cninfo.com.cn）披露了《关于公司董事、持股5%以上股东减持计 划预披露的公告》（公告编号：2025-009），公司持股5%以上股东、董事陈渊技先生、 龚建芬女士计划自本公告披露之日起15个交易日后的3个月内，通过集中竞价合计减持 公司股份不超过556,008股(占扣除公司回购股份数后的总股本比例的1.0000%），大宗 交易方式合计减持公司股份不超过 1,112,016 股(占扣除公司回购股份数后的总股本比 例的2.0000%）。若计划减持期间公司有派息、送股、转增股本、配股等除权除息事 项，上述拟减持股份数量将相应进行调整，但减持股份 ...

Industry Overview - The electric scooter industry has rapidly developed in China, becoming a major manufacturing hub due to its energy-saving, quick charging, and strong endurance features [1][19] - The global electric scooter market is projected to reach approximately $26.73 billion in 2024 and is expected to grow to $55.01 billion by 2033, with a compound annual growth rate (CAGR) of 8.35% [1][21] - The industry benefits from the increasing popularity of shared scooters in the US and Europe, which has enhanced public awareness and led to the establishment of regulatory standards [1][19] Market Dynamics - The primary markets for electric scooters are Europe and North America, where short-distance travel accounts for 60% of travel demand [12] - The industry is characterized by a diverse and competitive landscape, with many brands and companies entering the market, focusing on technological innovation and quality improvement [23] - The introduction of national standards in China, such as GB/T 42825-2023, is expected to enhance industry regulation and consumer confidence [12][19] Key Players - Notable companies in the electric scooter market include Ninebot, Yadea, and Niu Technologies, which leverage strong technological capabilities and brand influence to dominate the market [2][24] - Ninebot's revenue from electric scooters and balance bikes is projected to be approximately 3.38 billion yuan in 2024 [24] - Niu Technologies reported an electric scooter revenue of about 2.96 billion yuan in 2024, reflecting a year-on-year growth of 25.52% [26] Technological Trends - The industry is expected to focus on technological innovations in battery, motor, and smart control systems, with advancements in lithium battery technology driving growth [28] - The integration of AI algorithms and enhanced user interaction technologies will significantly improve user experience and product performance [28] Future Outlook - The electric scooter market is anticipated to expand into diverse application scenarios beyond personal commuting, including logistics, recreational use, and specialized mobility devices for the elderly and disabled [29][30] - The shift towards an ecosystem-based business model, combining products with services, is likely to reshape the competitive landscape and enhance profitability [31]

证券代码：301023 证券简称：江南奕帆 公告编号：2025-031 无锡江南奕帆电力传动科技股份有限公司 关于更换持续督导保荐代表人的公告 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。 无锡江南奕帆电力传动科技股份有限公司（以下简称"公司"）于近日收到 中信建投证券股份有限公司（以下简称"中信建投"）出具的《关于更换无锡江 南奕帆电力传动科技股份有限公司首次公开发行股票并在创业板上市持续督导 保荐代表人的函》。 中信建投原指派徐兴文先生、隋玉瑶先生担任公司首次公开发行股票并在创 业板上市的保荐代表人。隋玉瑶先生因个人工作变动，无法继续履行保荐代表人 职责。为了切实做好持续督导工作，中信建投指派保荐代表人杨学雷先生（简历 见附件）接替其担任公司首次公开发行股票并在创业板上市的持续督导期间的保 荐代表人，继续履行相关职责。本次保荐代表人变更后，公司首次公开发行股票 并在创业板上市持续督导的保荐代表人为徐兴文先生、杨学雷先生，持续督导期 至中国证券监督管理委员会和深圳证券交易所规定的持续督导义务结束为止。 本次保荐代表人变更不会影响中信建投对公司的持续督导工作 ...

Group 1 - The core viewpoint of the article highlights a partial rebound in robotics concept stocks, with Xiangyang Bearing hitting the daily limit up and other companies like Siling Co. and Jike Co. also experiencing significant gains [1] - CITIC Securities emphasizes the potential of humanoid robots as embodied intelligence that can interact better with humans and serve in human environments, suggesting a future where each household or individual may own a humanoid robot [1] - The market potential for humanoid robots is projected to exceed that of automobiles and smartphones, with an estimated market size reaching several trillion yuan [1]

Group 1 - A total of 26 companies were investigated by institutions on May 26, with 20 companies specifically targeted by funds [1] - The most popular company among funds was Cankin Technology, which had 13 participating funds, followed by Greebo and Hars, each with 12 funds [1] - The companies investigated belong to various sectors, including electronics, machinery, basic chemicals, and pharmaceutical biology, with three stocks from each of these sectors being highlighted [1] Group 2 - Among the companies investigated, four had a total market capitalization exceeding 50 billion yuan, with BOE Technology Group being one of them, while ten companies had a market cap below 10 billion yuan [1] - In terms of market performance, eight stocks among the investigated companies saw an increase in the last five days, with Kailer Co., Zhongsheng Pharmaceutical, and Zhongchumei leading with increases of 21.62%, 7.52%, and 5.76% respectively [1] - Conversely, twelve stocks experienced declines, with Jiangnan Yifan, Tangyuan Electric, and Greebo showing the largest drops of 5.68%, 4.34%, and 3.89% respectively [1] Group 3 - The funds that participated in the investigations included significant net inflows, with Zhongsheng Pharmaceutical receiving a net inflow of 122 million yuan, the highest among the stocks [2] - Other companies with notable net inflows included Haida Group and Kailer Co., with net inflows of 36.68 million yuan and 11.77 million yuan respectively [2] - The table of companies investigated includes various details such as stock codes, latest closing prices, five-day price changes, and industry classifications [2][3]

Group 1: Financial Performance - The company's solar motor revenue is expected to grow while maintaining the current gross margin, although a slight decline in gross margin is anticipated due to increased revenue [2] - Accounts receivable increased in Q1 2025 due to revenue growth [2] - The company has a robust order reserve, particularly in the energy storage motor sector, benefiting from significant growth in the power industry [3] Group 2: Product Development and Strategy - The company is transitioning from customized services to standardized products as part of market development, while still adhering to the core philosophy of non-standard customization [3] - The company has completed the design and prototyping of a hollow cup motor, which is now in the critical sample testing phase [3] - The company is cautiously exploring investment opportunities beyond robotics, welcoming collaborations with any relevant high-quality investment targets [3] Group 3: Operational Insights - The company is currently operating at historical maximum capacity to ensure timely order fulfillment, particularly in the RV motor business [4] - The company maintains a conservative approach to new product production investments, making initial purchases based on customer demand and order situations [3] - The robotics R&D team is still in the process of recruitment, focusing on talent in drive control [3]