公司于 2025 年 10 月 27 日召开第五届董事会第十七次会议、第五届监事会第 十七次会议，审议通过了《关于回购注销部分第一类限制性股票的议案》，该事 项已经公司 2025 年第二次临时股东会审议通过。公司对 2023 年限制性股票激励 计划已获授但尚未解除限售的限制性股票共计 27,180 股进行回购注销，回购价格 为 32.07 元/股。截至本公告披露日，上述限制性股票回购注销事宜已在中国证券 登记结算有限责任公司深圳分公司办理完成。现将相关事项公告如下： 一、公司 2023 年限制性股票激励计划已履行的相关审批程序 证券代码：300820 证券简称：英杰电气 公告编号：2026-001 四川英杰电气股份有限公司 关于部分限制性股票回购注销完成的公告 本公司及董事会全体成员保证信息披露内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 重要内容提示： 1、四川英杰电气股份有限公司（以下简称"公司"）本次回购注销的限制性 股票数量为 27,180 股，占回购注销前公司总股本 222,280,188 股的 0.0122%，涉 及激励对象 1 人，回购价格为授予价格 32.07 元/股（经 2 ...

Market Overview - The other power equipment sector experienced a decline of 0.43% on February 4, with Kehua Data leading the drop [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] Stock Performance - Xizi Clean Energy (002534) saw a closing price of 18.70, with an increase of 4.59% and a trading volume of 277,800 shares, amounting to a transaction value of 514 million [1] - China Power (600482) closed at 27.77, up 1.28%, with a trading volume of 344,100 shares and a transaction value of 953 million [1] - Dongfang Electric (600875) closed at 25.99, up 1.09%, with a trading volume of 430,500 shares and a transaction value of 1.119 billion [1] - Kehua Data (002335) experienced a significant drop of 4.79%, closing at 58.86, with a trading volume of 295,600 shares [2] Capital Flow - The other power equipment sector saw a net outflow of 877 million from institutional investors, while retail investors had a net inflow of 589 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Dongfang Electric (600875) had a net inflow of 21.27 million from institutional investors, but a net outflow of 17.43 million from retail investors [3] - Keda Technology (300820) experienced a net inflow of 38.32 million from institutional investors, while retail investors saw a net outflow of 51.47 million [3] - The capital flow data suggests varying levels of confidence among different investor types within the sector [3]

Group 1 - The company stated that the number of shareholders as of December 31, 2025, will be disclosed in its annual report, which is a statutory requirement for information disclosure [1] - The company will not disclose the number of shareholders for 2026 before the formal release of the 2025 annual report [1]

Market Performance - The other power equipment sector increased by 3.5% compared to the previous trading day, with Zhongheng Electric leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Performance - Zhongheng Electric (002364) closed at 32.74, up 10.01%, with a trading volume of 569,900 shares and a transaction value of 1.807 billion [1] - Jinshi Technology (002951) closed at 14.66, up 9.98%, with a trading volume of 83,200 shares and a transaction value of 120 million [1] - KOTAI Power (300153) closed at 34.98, up 8.23%, with a trading volume of 310,300 shares and a transaction value of 1.062 billion [1] - Other notable stocks include Yingjie Electric (300820) up 7.85% and China Power (600482) up 7.07% [1] Capital Flow - The other power equipment sector saw a net inflow of 720 million from main funds, while retail funds experienced a net outflow of 307 million [2] - The main funds' net inflow for Zhongheng Electric was 453 million, accounting for 25.08% of its trading volume [3] - KOTAI Power had a net inflow of 108 million from main funds, while retail funds saw a net outflow of 6443 million [3]

02月03日消息，截止13:20，HJT电池板块活跃，国晟科技（维权）、鹿山新材、宇晶股份涨停，罗博特 科、帝科股份、隆华科技、迈为股份、帝尔激光、英杰电气、晶澳科技等个股涨幅居前。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

Core Viewpoint - The article highlights a significant shift in the photovoltaic industry towards healthy competition, driven by a meeting led by the Ministry of Industry and Information Technology, which aims to address irrational competition and promote a more sustainable development model [1]. Group 1: Market Performance - The ChiNext New Energy ETF (Hua Xia, 159368) experienced a rapid increase of nearly 1%, with a narrowed decline to 0.53%, while key holdings such as Jing Sheng Electromechanical rose over 7%, Yingjie Electric increased over 4%, and Penghui Energy gained over 3% [1]. - Over the past five days, the ChiNext New Energy ETF (Hua Xia, 159368) saw a net inflow of over 22 million yuan [1]. Group 2: Industry Developments - The meeting focused on "anti-involution" governance, signaling a clear policy shift aimed at breaking the cycle of irrational competition in the photovoltaic sector [1]. - The proposed measures include capacity regulation, standard guidance, and price enforcement, which are intended to transition the industry from disorderly expansion to a model driven by technology and healthy competition [1]. - This shift is expected to benefit leading companies by consolidating their advantages and improving the overall quality of industry development [1]. Group 3: ETF Characteristics - The ChiNext New Energy Index encompasses various segments of the new energy and electric vehicle industries, including batteries and photovoltaics, and is the only new energy index on the ChiNext with a 20% daily price fluctuation limit [1]. - The ChiNext New Energy ETF (Hua Xia, 159368) has high elasticity, with a potential price increase of up to 20%, and features the lowest fees, with a total management and custody fee of only 0.2% [1]. - The ETF has a nearly 90% allocation to energy storage and solid-state batteries, aligning with current market trends [1].

Core Viewpoint - The article discusses the performance of the ChiNext New Energy ETF (159368) and highlights the growth potential of sodium batteries in the energy storage market, emphasizing their cost advantages and safety features compared to lithium batteries [1]. Group 1: ETF Performance - On February 2, the ChiNext New Energy ETF (159368) experienced a decline of 1.19%, while its holdings, including Jing Sheng Electric and Ying Jie Electric, saw gains of over 6% and 4% respectively [1]. - Over the past five days, the ChiNext New Energy ETF (159368) has seen a net inflow of over 22 million yuan [1]. Group 2: Sodium Battery Market - By 2025, sodium batteries are expected to achieve large-scale applications, with energy storage being the largest market, accounting for over 50% of the total [1]. - The annual shipment volume of sodium batteries is projected to nearly double year-on-year, with further significant growth anticipated in 2026 according to Xinluo Sodium Battery forecasts [1]. - Dongguan Securities predicts that by 2026, the cost of sodium batteries may drop below 0.40 yuan/Wh, approaching the current price level of lithium iron phosphate cells, with potential for further reduction to below 0.3 yuan/Wh due to technological advancements and economies of scale [1]. - Sodium batteries offer differentiated advantages over lithium batteries, including high safety, wide temperature range, and high discharge rates [1]. Group 3: ChiNext New Energy Index - The ChiNext New Energy Index primarily covers the new energy and electric vehicle industries, encompassing various sub-sectors such as batteries and photovoltaics [1]. - The ChiNext New Energy ETF (159368) is characterized by high elasticity, with a maximum fluctuation limit of 20%, and has the lowest fee structure, with a total management and custody fee of only 0.2% [1]. - The ETF has a nearly 90% allocation to energy storage and solid-state batteries, aligning with current market trends [1].

证券日报网讯 1月30日，国力电子在互动平台回答投资者提问时表示，公司在射频电源端的主打产品真 空电容器已向国内主要半导体设备厂和射频电源厂供货，例如直接供应给北方华创、中微公司等头部设 备制造商，同时也向四川英杰电气、深圳恒运昌等射频电源厂商供货。在该产品的国产替代方面，公司 产品在耐压、承载电流及寿命等关键性能上与国外主要竞争对手已基本相当，凭借更优的性价比优势， 正加速在核心客户中实现进口替代。展望未来，随着国家政策对产业链自主可控的推动以及国内半导体 设备需求的持续增长，半导体领域高性能真空电容器的全球及中国市场预计将保持可观的年复合增长 率。 （编辑 王雪儿） ...

格隆汇1月30日｜有投资者在互动平台向国力电子提问：请问国力电子公司在国产半导体射频电源方 面，公司主打产品真空电容器给国内哪些企业进行供货，真空电容在下游客户的占比如何。根据恒运昌 的招股书披露显示，电容在总体元器件成本占比30%+以上，真空电容器作为核心零部件对海外厂商的 替代进展如何，在国产替代趋势下，后续市场空间如何展望？ 国力电子回复称，公司在射频电源端的 主打产品真空电容器已向国内主要半导体设备厂和射频电源厂供货，例如直接供应给北方华创、中微公 司等头部设备制造商，同时也向四川英杰电气、深圳恒运昌等射频电源厂商供货。在该产品的国产替代 方面，公司产品在耐压、承载电流及寿命等关键性能上与国外主要竞争对手已基本相当，凭借更优的性 价比优势，正加速在核心客户中实现进口替代。展望未来，随着国家政策对产业链自主可控的推动以及 国内半导体设备需求的持续增长，半导体领域高性能真空电容器的全球及中国市场预计将保持可观的年 复合增长率。 ...

上市企业：川能动力（000155）、德龙汇能（000593）、运机集团（001288）、ST升达（002259）、 融发核电（002366）、新筑股份（002480）、华西能源（002630）、科新机电（300092）、英杰电气 （300820）、大宏立（300865）、川投能源（600674）、东方电气（600875）、国机重装（601399）、 成都燃气（603053）、长虹能源（836239）、瑞奇智造（833781） 相关报告：智研咨询发布的《2026-2032年中国能源行业市场研究分析及投资前景评估报告》 2025年12月，四川省发电385.9亿千瓦时，同比下滑2.4%。2025年，四川省发电5088亿千瓦时，同比增 长0.4%。分品种看，2025年，四川省火力发电量974.8亿千瓦时，占总发电量的19.2%，同比增长0.1%； 四川省水力发电量3816.3亿千瓦时，占总发电量的75%；四川省风力发电量166.6亿千瓦时，占总发电量 的3.3%，同比下滑12.8%；四川省太阳能发电量130.45亿千瓦时占总发电量的2.6%，同比增长52%。 2018-2025年四川省各品种发电量累计产量统计图 统计 ...