智能电气设备+新能源
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双杰电气资产盘活完成,业绩预增超110%
Jing Ji Guan Cha Wang· 2026-02-13 04:39
Company Status - The transaction for Fospower Technology (000973) to acquire 100% of Hebei Jinli has been officially completed, with the asset undergoing industrial and commercial changes [2] - After the transaction, Shuangjie Electric and its subsidiary Beijing Jiexin Garden hold 46,289,300 shares of Fospower Technology, valued at approximately 610 million yuan, reflecting a paper profit of about 434 million yuan compared to the issuance price of 3.81 yuan per share [2] Recent Performance - Shuangjie Electric expects a net profit attributable to shareholders of 170 million to 200 million yuan for 2025, representing a year-on-year increase of 110.29% to 147.4%, primarily driven by non-recurring gains [3] - Excluding non-recurring gains, net profit is expected to decline due to increased expenses from restricted stock amortization and depreciation from new capacity [3] Executive Share Reduction - Company director Xu Zhuan plans to reduce his holdings by no more than 3.7895 million shares due to personal financial needs, with the reduction period set for three months following the announcement [4] Business Progress - The company adheres to a dual-driven strategy of "smart electrical equipment + new energy," with the new energy sector becoming a core growth driver [5] - In the first three quarters of 2025, revenue reached 3.309 billion yuan, a year-on-year increase of 29.08%, with new energy construction and development business accounting for 49.10% of total revenue [5] - The company has a sufficient order backlog, focusing on expanding heavy-duty truck charging and swapping projects, integrated source-grid-load-storage projects, and overseas markets [5] Stock Price and Fund Performance - Recent stock price fluctuations were notable, with a 2.14% increase on February 12, closing at 14.82 yuan per share, and a net inflow of 10.1424 million yuan in main funds; however, on February 11, there was a 2.02% decrease with a net outflow of 36.2338 million yuan [6] - Since the beginning of 2026, the stock price has risen over 50%, frequently appearing on the leaderboard, indicating high market attention [6]