XJEC(SZ:000400) Sou Hu Cai Jing·2026-01-22 08:25Group 1 - The chairman of XJ Electric, Li Juntao, has resigned due to job relocation, and his resignation will take effect immediately upon delivery to the board [2][4] - The board has nominated Ji Kan as a candidate for a non-independent director, pending approval from the shareholders' meeting [2][4] - Li Juntao's tenure lasted only one year and nine months, indicating a rapid leadership change in response to the fast-paced energy transition [6] Group 2 - Ji Kan is recognized for his expertise in energy storage, holding the position of chairman at the group's energy storage technology company, which positions him as a key player in the sector [7] - The new energy storage market in China has seen significant growth, with an increase of over 260% in new installed capacity in 2023, highlighting the urgency for XJ Electric to find new breakthroughs [7] - Ji Kan's focus on transforming marketing strategies is crucial for XJ Electric to adapt to the competitive landscape of the energy storage market [7] Group 3 - The total investment planned by State Grid and Southern Grid during the 14th Five-Year Plan period approaches 5 trillion yuan, presenting significant growth opportunities for XJ Electric [8] - XJ Electric remains a core supplier in traditional high-voltage direct current sectors while also needing to expand into new areas like smart distribution networks and virtual power plants [8] - Ji Kan emphasizes that 2026 will be a critical year for the company, as it aims to solidify its position in both traditional and emerging markets [8] Group 4 - Ji Kan's nomination is seen as a strategic move to enhance XJ Electric's market capabilities, integrating traditional manufacturing expertise with new energy system understanding [9] - The competition in the power equipment industry has evolved from a focus on technology and scale to a comprehensive assessment of market responsiveness and ecosystem building [9] - Under Ji Kan's leadership, XJ Electric aims to balance its traditional strengths with new market demands, indicating a significant shift in corporate strategy [9]