YIFAN MOTOR(SZ:301023) Xin Lang Cai Jing·2026-01-21 01:49Core Viewpoint - Yifan Transmission (sz301023) reached its daily limit with a price of 56.57 yuan, marking a 20% increase and a total market capitalization of 4.371 billion yuan, with a circulating market value of 2.338 billion yuan and a total transaction amount of 157 million yuan as of the report date [1] Group 1: Business Expansion - The company plans to acquire 87.07% of Beijing Helish Electric Motor, which will enhance its technical strength in the power transmission sector and improve its electromechanical integration layout, indicating further business expansion potential [2] - Yifan Transmission has completed the registration of a wholly-owned subsidiary with a registered capital of 50 million yuan, expanding into the renewable energy sector with solar power technology services, which will provide new business growth points [2] Group 2: Governance Optimization - The company has canceled its supervisory board and revised 28 core systems, establishing specialized committees within the board of directors, which will help improve decision-making efficiency and optimize governance structure [2] - A cash dividend plan has been proposed, with a distribution of 4 yuan per 10 shares, totaling 31.1 million yuan, indicating the company's strong cash flow and commitment to shareholder returns [2] Group 3: Market Trends - The power transmission and renewable energy sectors are currently hot topics in the market, with related sectors experiencing capital inflows, which may have contributed to the stock's limit-up performance [2] - Technical indicators such as the MACD forming a golden cross and the stock price breaking through the upper Bollinger Band may have attracted technical investors, further driving the stock price increase [2] - Data from Dongfang Caifu indicates a net inflow of main funds on that day, reflecting a certain level of market interest in Yifan Transmission [2]