每经AI快讯，有投资者在投资者互动平台提问：请问公司与比亚迪公司有深度合作吗？如果有，请问 是哪些领域或项目？ 英杰电气（300820.SZ）3月3日在投资者互动平台表示，您好，公司子公司英杰新能源曾经通过比亚迪 公司向境外企业销售多媒体充电桩产品，近年来与比亚迪公司无直接业务合作，感谢您的关注。 （文章来源：每日经济新闻） ...

格隆汇3月3日丨英杰电气(300820.SZ)在投资者互动平台表示，公司子公司英杰新能源曾经通过比亚迪 公司向境外企业销售多媒体充电桩产品，近年来与比亚迪公司无直接业务合作。 ...

四川英杰电气股份有限公司（以下简称"公司"）于2025年12月3日、2025年 12月22日分别召开了第五届董事会第十八次会议和2025年第二次临时股东会，审 议通过了《关于调整公司治理结构、变更公司注册资本并修订<公司章程>的议案》， 具体内容详见公司刊登于巨潮资讯网（www.cninfo.com.cn）的相关公告。 证券代码：300820 证券简称：英杰电气 公告编号：2026-002 四川英杰电气股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 一、公司完成工商变更的情况说明 成立日期：1996 年 01 月 16 日 住所：四川省德阳市金沙江西路 686 号 经营范围：一般项目：新能源原动设备制造；新能源原动设备销售；储能技术 服务；新兴能源技术研发；太阳能发电技术服务；光伏设备及元器件制造；光伏设 备及元器件销售；电池销售；蓄电池租赁；光伏发电设备租赁；工业自动控制系统 装置制造；工业自动控制系统装置销售；电力设施器材制造；电力设施器材销售； 机械电气设备制造；机械电气设备销售；电子元器件制造；电 ...

制程迭代推动设备结构升级，刻蚀与薄膜沉积价值量提升。先进制程结构复杂化带动图形化环节投资强 度提升。逻辑端GAA结构、存储端高层数3D堆叠，对高深宽比刻蚀(HAR)、高选择比刻蚀(ALE)以及 ALD等原子级沉积技术提出更高要求。刻蚀与薄膜沉积在前道设备中的价值占比位居前三，且随制程 演进呈提升趋势。多重曝光、先进金属材料替代及新型结构引入，使设备数量与工艺复杂度同步提升， 设备投资呈现"技术节点越先进、单位投资越高"的乘数效应，核心平台型设备商与细分龙头有望持续受 益。 外部制裁强化自主可控逻辑，国产替代进入加速阶段。美国、荷兰、日本持续强化对14nm及以下先进 制程设备出口限制，中国大陆作为全球最大设备需求市场，进口依赖度较高的涂胶显影、清洗、量检 测、光刻等环节国产化率仍低于25%。在政策支持与大基金三期落地背景下，国内晶圆厂扩产将更加倾 向国产设备采购。测算显示半导体设备整体国产化率已由2017年的13%提升至2024年的20%，预计2025 年达22%，仍具备广阔提升空间。平台型厂商覆盖面扩大、技术持续突破，将在先进制程与先进封装领 域获得更大份额。 东吴证券近日发布2026年度半导体设备行业策略： ...

Core Viewpoint - The company has been deeply engaged in the photovoltaic equipment power supply sector for over 20 years, with its products covering various segments of the industry chain, including silicon materials, silicon wafers, and battery cells [1] Group 1: Company Overview - The company's power supply products are compatible with mainstream battery technology routes such as PERC, TOPCon, and HJT, with most products already in mass application [1] - The company is currently collaborating with relevant clients to conduct technological research and development for cutting-edge technology routes like perovskite [1] Group 2: Industry Context - The company aims to continue deepening its focus on the photovoltaic power supply field, enhancing its technological and product competitiveness to support high-quality industry development [1] - The photovoltaic industry is currently in a downward adjustment cycle, and the company has not observed significant growth changes in related orders [1]

Core Viewpoint - The company has been deeply involved in the photovoltaic equipment power supply sector for over 20 years, providing products that cover various segments of the solar industry chain, including silicon materials, silicon wafers, and battery cells [2]. Group 1: Company Overview - The company’s power supply products are compatible with mainstream battery technologies such as PERC, TOPCon, and HJT, with most products already in mass application [2]. - The company is currently collaborating with relevant clients to conduct technological research and development for cutting-edge technologies like perovskite [2]. Group 2: Industry Context - The photovoltaic industry is currently experiencing a downward adjustment cycle, and the company has not seen significant growth in related orders [2]. - The company aims to continue enhancing its technological and product competitiveness to support high-quality development in the industry [2].

Core Viewpoint - The company has been deeply engaged in the photovoltaic equipment power supply sector for over 20 years, with its products covering various segments of the industry chain, including silicon materials, silicon wafers, and battery cells [1] Company Overview - The company's power supply products are compatible with mainstream battery technologies such as PERC, TOPCon, and HJT, with most products already in mass application [1] - The company is currently collaborating with relevant clients to conduct technological research and development for cutting-edge technologies like perovskite [1] Industry Context - The company aims to continue its focus on the photovoltaic power supply sector, enhancing its technological and product competitiveness to support high-quality industry development [1] - The photovoltaic industry is currently in a downward adjustment cycle, and the company has not seen significant growth in related orders [1]

Core Viewpoint - The company has been deeply engaged in the photovoltaic equipment power supply sector for over 20 years, with its products covering various segments of the industry chain, including silicon materials, silicon wafers, and battery cells [1] Group 1: Company Overview - The company's power supply products are compatible with mainstream battery technologies such as PERC, TOPCon, and HJT, with most products already in mass application [1] - The company is currently collaborating with relevant clients to conduct technological research and development for cutting-edge technologies like perovskite [1] Group 2: Industry Context - The company aims to continue its focus on the photovoltaic power supply sector, enhancing its technological and product competitiveness to support high-quality industry development [1] - The photovoltaic industry is currently in a downward adjustment cycle, and the company has not seen significant growth in related orders [1]

Core Viewpoint - The company, Yingjie Electric, announced the repurchase and cancellation of 27,180 restricted shares, representing 0.0122% of the total share capital prior to the repurchase [1] Group 1: Share Repurchase Details - The number of restricted shares repurchased and canceled is 27,180 shares [1] - The total share capital before the repurchase was 222,280,188 shares [1] - The repurchase price was set at 32.07 yuan per share, adjusted after the 2024 annual equity distribution [1] Group 2: Financial Implications - The total amount of funds used for the repurchase was 871,662.60 yuan [1] - Following the completion of the repurchase, the total number of shares will decrease from 222,280,188 to 222,253,008 shares [1] Group 3: Administrative Completion - The repurchase and cancellation procedures have been completed at the Shenzhen branch of China Securities Depository and Clearing Corporation Limited [1]

英杰电气公告，完成回购注销27180股公司股票，占回购注销前公司总股本2.22亿股的0.0122%，回购价 格为授予价格32.07元/股，本次回购资金总额为87.17万元。 ...