重要内容提示： | 权益变动方向 | 比例增加 | | 比例减少□ | | --- | --- | --- | --- | | 权益变动前合计比例 | 38.98% | | | | 权益变动后合计比例 | 39.37% | | | | 本次变动是否违反已作出的承 | 是□ | 否 | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否 | | 证券代码：601222 证券简称：林洋能源 公告编号：2026-10 江苏林洋能源股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的 提示性公告 公司控股股东、实际控制人保证向本公司提供的信息真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | 控股股东/实际控制人及其一致行动人 | | --- | --- | | 投资者及其一致行动 | □其他 5%以上大股东及其一致行动人 | | | □合并口径第一大股东及其一致行动人（仅适用于无控股 | | 人的身份 | | | | 股东、 ...

证券代码：601222 证券简称：林洋能源 公告编号：2026-09 江苏林洋能源股份有限公司 关于控股股东首次增持公司股份暨 增持计划实施进展的公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 已披露增持计划情况 江苏林洋能源股份有限公司（以下简称"公司"）控股股东启东市华虹电子 有限公司（以下简称"华虹电子"）基于对公司未来持续稳定发展的坚定信 心以及对公司长期投资价值的认可，同时为提升投资者信心，稳定公司股 价，维护中小投资者利益，计划自 2026 年 2 月 9 日起 12 个月内，以自有 资金通过上海证券交易所系统以集中竞价交易方式增持公司股份，拟增持 金额不低于人民币 5,000 万元且不超过人民币 10,000 万元。具体内容详见 公司于 2026 年 2 月 9 日在上海证券交易所网站发布的公告（临 2026-08）。 首次增持情况 2026 年 2 月 9 日，华虹电子通过上海证券交易所系统以集中竞价交易方式 首次增持公司股份 8,031,800 股，占公司总股本的 0.39%， ...

1、公司于 2022 年 1 月 10 日召开第四届董事会第二十九次会议和第四届监 事会第十六次会议，于 2022 年 1 月 26 日召开 2022 年第一次临时股东大会，审 议通过了《关于<江苏林洋能源股份有限公司 2022 年员工持股计划（草案）>及 其摘要的议案》及相关议案，同意实施公司 2022 年员工持股计划。具体内容详 见公司于 2022 年 1 月 11 日、2022 年 1 月 27 日在上海证券交易所网站 （www.sse.com.cn）披露的相关公告。 证券代码：601222 证券简称：林洋能源 公告编号：临 2026-11 江苏林洋能源股份有限公司 关于 2022 年员工持股计划存续期届满暨终止的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 江苏林洋能源股份有限公司（以下简称"公司"）2022 年员工持股计划存续 期于 2026 年 2 月 9 日届满。根据中国证监会《关于上市公司实施员工持股计划 试点的指导意见》、《上海证券交易所上市公司自律监管指引第 1 号——规范运作》 及《江苏林洋能源股 ...

近日，国内著名10+储能领域相关企业发布了2025年业绩预告，超过六成企业实现了利润增长。 海外市场已是关键胜负手，派能科技、鹏辉能源、科士达等企业业绩实现增长，共同点是海外市场，尤其是户用和 工商业储能领域贡献显著。 林洋能源、禾迈股份等业绩承压，更多受制于国内市场的激烈价格战和成本压力。华自科技也明确提及国内市场竞 争加剧导致行业性价格内卷、毛利率水平不高。 林洋能源、禾迈股份等业绩承压，更多受制于国内市场的激烈价格战和成本压力。华自科技也明确提及国内市场竞 争加剧导致行业性价格内卷、毛利率水平不高。 同时，产业链利润正在向上游核心部件与下游运营集中。温控领域同飞股份的利润高增，以及电芯代表鹏辉能源的 扭亏，证明具备技术壁垒的核心部件环节在产业链中议价能力恢复。而下游系统集成环节则因直接承受价格战，利 润空间受到挤压。 整体来看，面对行业竞争加剧与原材料价格波动等挑战，技术路线优化、加强成本管控、聚焦细分市场与拓展新兴 场景，将成为企业提升竞争力的关键。 近日，国内著名10+储能领域相关企业发布了2025年业绩预告，超过六成企业实现了利润增长。 | 业绩变动类型 | they | 2025年净利润 | 同 ...

Investment Rating - The report assigns a "Buy" rating for the company for the first time [1] Core Insights - The company is positioned in the smart meter industry, focusing on smart metering terminal products and providing comprehensive smart energy management system solutions. It has successfully expanded into overseas markets, leveraging its experience in international smart meter projects [8][14] - The company has shown stable revenue growth, with a compound annual growth rate (CAGR) of 25.75% in revenue and 41.40% in net profit from 2019 to 2024. The revenue for 2025 is projected to reach 33.69 billion yuan, with a year-on-year growth rate of 14.87% [5][39] - The global smart meter market is expected to grow from USD 23.171 billion in 2023 to USD 36.387 billion by 2028, with a CAGR of 9.5%. The smart electricity meter market is projected to grow from USD 7.8 billion in 2022 to USD 10.7 billion by 2027, with a CAGR of 6.5% [8][51] Company Overview - The company, Chengdu Changcheng Development Technology Co., Ltd., is a subsidiary of China Electronics Corporation, primarily engaged in the research, manufacturing, and sales of smart electricity, water, and gas meters, with a strong export focus [14][18] - The company has a stable shareholding structure, with the State-owned Assets Supervision and Administration Commission of the State Council as the actual controller, holding 50.40% of the shares [37] Financial Analysis - The company has maintained stable revenue growth, with total revenue increasing from 1.475 billion yuan in 2021 to 2.933 billion yuan in 2024. The net profit rose from 208 million yuan to 588.99 million yuan during the same period [39][44] - The gross margin and net margin have shown improvement, with a gross margin of 39.41% and a net margin of 23.97% in the first three quarters of 2025 [44] Industry Development Overview - The smart meter industry is evolving towards greater intelligence, systematization, and modularity, driven by the need for real-time energy data collection and management in the context of energy transformation and carbon reduction goals [47][64] - The domestic market is experiencing increased investment in smart grid infrastructure, with significant growth in the number of smart meter tenders and projects initiated by major state-owned enterprises [62][63]

Group 1 - Company Saisir signed a cooperation agreement with the Shapingba District Government of Chongqing, establishing a new company funded by the separation of existing assets related to blue electric vehicles [1] - The new company will have a shareholding structure where the SPV holds approximately 33.5%, other investors hold about 18.5%, and the company and its designated entities hold around 32% [1] - The new company's board will consist of 5 members, with the company appointing 1 member [1] Group 2 - Yunlu Co., Ltd. announced that the detention measures against its Chairman and General Manager, Li Xiaoyu, have been lifted, allowing him to resume his duties [2] - Lin Yang Energy's controlling shareholder plans to increase its stake in the company by investing between 50 million and 100 million yuan within the next 12 months [3] - Zhongfu Shenying's controlling shareholder plans to reduce its stake by up to 3%, amounting to a maximum of 27 million shares [4] Group 3 - Anlu Technology's shareholders, including several investment funds, plan to collectively reduce their stake by up to 4% [5] - Jinfeng Technology is in the planning stage of a share acquisition, with its controlling shareholder intending to transfer 6% of the company's shares [6] - Shenjian Co., Ltd. reported that its revenue from the commercial aerospace sector is less than 1% of its total revenue, indicating limited contribution from this segment [7] Group 4 - Guolian Minsheng plans to increase its investment in Minsheng Securities by 200 million yuan, with the funds sourced from a specific stock issuance [8] - Zhongsheng Pharmaceutical's subsidiary has reported positive results from two Phase III clinical trials for its innovative drug, indicating effective treatment for influenza in children and adolescents [9] - Mingguan New Materials has decided to terminate its investment in a solar backplane and functional film production project due to industry overcapacity and declining profitability [10] Group 5 - Huading Co., Ltd.'s controlling shareholder plans to publicly solicit buyers for a 6% stake in the company [11] - Tiancheng Auto Control's subsidiary has received a notification to supply passenger car seats for a major automotive client, with a project lifecycle value of 2.3 billion yuan [12] - Shanshan Co., Ltd. signed a restructuring investment agreement that may lead to a change in its controlling shareholder to Anhui State-owned Assets Supervision and Administration Commission [13] Group 6 - Sichuan Changhong intends to transfer 58.33% of its subsidiary's equity to its controlling shareholder for 33.1245 million yuan, as the subsidiary's business has ceased operations [14] - Ruili Kemi is planning to acquire a 16% stake in its subsidiary, with the stock being suspended from trading [15] - Yongtai Technology is also planning to purchase a 25% stake in Yongtai High-tech from Ningde Times, with its stock suspended from trading as well [16][17]

Group 1 - The TOPCon battery sector has shown strong performance, with companies such as GCL-Poly Energy, Aiko Solar, and Sinew Technology reaching their daily price limit [1] - Other notable stocks with significant gains include Zhonglai Co., Huamin Co., Shijin Technology, Linyang Energy, Dongfang Risheng, Yijing Photovoltaic, and Robotec [1]

责任编辑：小浪快报 02月09日消息，截止09:45，TOPCon电池板块活跃，协鑫集成、爱旭股份涨停，仕净科技、赛伍技术、 林洋能源、华民股份、东方日升、中来股份、捷佳伟创、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。 ...

3/19-20日·2026虚拟电厂系列研讨会 王老师18911725159 文丨北极星储能网 除公司层面的主动布局外，林洋能源控股股东华虹电子也同步发布增持计划，拟自2026年2月9日起的12 个月内，以自有资金通过集中竞价交易方式增持公司股份，增持资金总额区间为5000万元至1亿元。 迎历史机遇，三大主业向好！ 上述一系列举措的推出，都是基于林洋能源对自身主营业务未来增长空间的高度认可与坚定看好。 当前，林洋能源深耕智能电网、新能源、储能三大核心领域，致力于打造全球一流的产品与运营服务 商。近期行业利好政策密集释放，也为林洋能源三大主营业务的发展注入新动能。 国家电网与南方电网官宣"十五五"期间将启动5万亿元总投资，加码新型电力系统建设，此举将为企业 拓展智能电网业务创造新的市场发展空间。与此同时，"114号文"明确的容量补偿电价机制，为储能行 业实现商业化、市场化运营筑牢基础，未来将有助于提升储能项目盈利水平。 而林洋能源也明确表示，将紧抓此次行业机遇，全面推动业务升级发展。尤其是继续聚焦主业，持续深 化经营管理，以扎实的经营业绩、稳健的发展态势，切实回馈广大投资者的信任与支持。 在智能电网领域，林洋能源 ...

2月9日，金融界财经早餐，宏观政策、资本市场、行业板块、公司个股资讯一览： 一、今日财经资讯 1、李强主持召开国务院常务会议，研究促进有效投资政策措施。会议指出，促进有效投资对于稳定经 济增长、增强发展后劲具有重要作用。要创新完善政策措施，加力提效用好中央预算内投资、超长期特 别国债、地方政府专项债券等资金和新型政策性金融工具。要结合制定实施"十五五"规划，着眼于长远 发展需要和构筑未来竞争优势，在基础设施、城市更新、公共服务、新兴产业和未来产业等重点领域， 深入谋划推动一批重大项目、重大工程。要更好发挥央国企扩投资作用，加大力度支持民间投资发展， 形成促进有效投资的合力。 2、中国人民银行等八部门发布关于进一步防范和处置虚拟货币等相关风险的通知。通知指出，虚拟货 币不具有与法定货币等同的法律地位。比特币、以太币、泰达币等虚拟货币具有非货币当局发行等主要 特点，不具有法偿性，不应且不能作为货币在市场上流通使用。 3、国家外汇管理局2月7日发布的最新统计数据显示，2026年1月末，中国官方黄金储备为7419万盎司， 较2025年12月末增加4万盎司。目前，中国央行已连续15个月增持黄金。截至2026年1月末，我 ...