数据来源：中国海关，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 近一年中国电容器进口情况统计图 相关报告：智研咨询发布的《2026-2032年中国电容器行业市场运行潜力及供需形势分析报告》 根据中国海关数据显示：2025年11月中国电容器进口数量为2043亿个，同比下降8.1%，进口金额为7.77 亿美元，同比增长6.7%。 ...

证券日报网讯12月25日，艾华集团（603989）在互动平台回答投资者提问时表示，铝电解电容器在液冷 超充桩和换电系统的快充解决方案中，主要应用于大功率充电模块。公司的牛角电容器已有相关应用。 ...

格隆汇12月25日丨艾华集团(603989.SH)在投资者互动平台表示，铝电解电容器是支撑液冷服务器实现 高密度、高可靠AI算力的重要基础元件之一，应用位置集中于电源单元（PSU） 和主板/GPU的供电模 组（VRM）。公司目前在液冷服务器方面提供了相关解决方案。 ...

证券日报网讯12月16日，法拉电子（600563）在互动平台回答投资者提问时表示，公司薄膜电容器广泛 应用于家电、照明、通讯、智能电网、轨道交通、工业控制和新能源(光伏、储能、风电、新能源汽车) 等多个应用领域。 ...

Core Viewpoint - Aihua Group (603989.SH) leverages its technological advantages and quality control systems in the capacitor field to meet the upcoming new national standards for power banks [1] Company Summary - Aihua Group has a leading position in capacitor technology, which enables its products to comply with new regulatory requirements [1]

Core Viewpoint - The company plans to acquire 100% equity of Aihua New Power Capacitor (Suzhou) Co., Ltd. from its controlling shareholder, Hunan Aihua Holding Co., Ltd., for a total of RMB 20.356 million [1] Group 1: Acquisition Details - The acquisition will be funded by the company's own capital amounting to RMB 20.356 million [1] - As of November 28, 2025, the controlling shareholder has provided a total loan principal and interest balance of RMB 38.5282 million to Aihua New Power [1] - Post-acquisition, the loan amount from the controlling shareholder to Aihua New Power will remain unchanged, and interest will no longer be calculated from the day after the board's approval of the transaction [1] Group 2: Performance Commitment - The controlling shareholder commits that Aihua New Power will achieve a cumulative net profit of no less than RMB 5.8448 million from 2025 to 2027 [1] - If the audited cumulative net profit of Aihua New Power for the years 2025-2027 falls below the promised net profit of RMB 5.8448 million, the controlling shareholder will fulfill the performance compensation obligation to the company [1]

【内容部分有删减·详细可参鸿晟信合研究院出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 第一章铝电容器行业概述 第一节 铝电容器行业定义 中国铝电容器行业现状动态与投资发展趋势预测报告2026年版 【全新修订】：2025年11月 【出版机构】：鸿晟信合研究院 第二节 铝电容器发展历程 第二章全球铝电容器市场发展概况 第一节 全球铝电容器市场分析 第二节 亚洲地区主要国家市场概况 第三节 欧洲地区主要国家市场概况 第四节 美洲地区主要国家市场概况 第三章我国铝电容器环境分析 第一节 我国经济发展环境分析 第二节 行业相关政策、标准 第四章我国铝电容器技术发展分析 一、当前我国铝电容器技术发展现况分析 二、我国铝电容器技术成熟度分析 三、中外铝电容器技术差距及其主要因素分析 四、提高我国铝电容器技术的策略 第五章铝电容器市场特性分析 第一节 集中度及预测 第二节 SWOT及预测 一、优势 二、劣势 三、机会 四、风险 第三节 进入退出状况及预测 第六章我国铝电容器发展现状 第一节 我国铝电容器市场现状分析及预测 第二节 我国铝电容器产量分析及预测 一、铝电容器总体产能规模 ...

Group 1 - The company has reported a high capacity utilization rate for its capacitor products, indicating strong production levels [2] - Product prices for the company's capacitors are currently stable, suggesting no immediate pricing pressures [2]

Group 1 - Jiangsu Jianghai Capacitor Co., Ltd. experienced a stock price increase of 5.25%, reaching 27.25 CNY per share, with a trading volume of 367 million CNY and a turnover rate of 1.66%, resulting in a total market capitalization of 23.177 billion CNY [1] - The company's main business involves the research, development, production, sales, and service of capacitors and their materials, with revenue composition as follows: aluminum electrolytic capacitors 82.75%, film capacitors 8.65%, supercapacitors 6.00%, electrode foil 2.00%, and others 0.60% [1] Group 2 - The top circulating shareholder of Jianghai Co. is the Guotou Ruijin Fund, which has recently entered the top ten circulating shareholders with the Guotou Ruijin New Energy Mixed A Fund (007689), holding 5.3502 million shares, accounting for 0.65% of circulating shares, and generating an estimated floating profit of approximately 7.2763 million CNY [2] - The Guotou Ruijin New Energy Mixed A Fund has a total scale of 2.148 billion CNY and has achieved a year-to-date return of 44.31%, ranking 798 out of 8136 in its category, with a one-year return of 36.31%, ranking 1468 out of 8058 [2] Group 3 - The fund manager of Guotou Ruijin New Energy Mixed A Fund is Shi Cheng, who has been in the position for 6 years and 244 days, managing a total fund asset size of 10.736 billion CNY, with the best fund return during his tenure being 154.98% and the worst being -29.44% [3] Group 4 - The Guotou Ruijin New Energy Mixed A Fund reduced its holdings in Jianghai Co. by 132,300 shares in the third quarter, maintaining 5.3502 million shares, which represents 4.32% of the fund's net value, and continues to be the tenth largest holding [4]

Group 1 - The core viewpoint of the news is that Aihua Group's stock performance and financing activities indicate a relatively low level of market engagement, with a slight increase in stock price and a decrease in net financing [1][2] Group 2 - On November 20, Aihua Group's stock rose by 0.66%, with a trading volume of 62.53 million yuan. The financing buy-in amount was 7.38 million yuan, while the financing repayment was 9.94 million yuan, resulting in a net financing outflow of 2.56 million yuan [1] - As of November 20, the total balance of margin trading for Aihua Group was 160 million yuan, with the financing balance at 159 million yuan, accounting for 2.37% of the circulating market value, which is below the 40th percentile level over the past year [1] - On the same day, Aihua Group repaid 400 shares of securities lending and sold 200 shares, with a selling amount of 3,366 yuan. The securities lending balance was 27,430 yuan, also below the 50th percentile level over the past year [1] Group 3 - As of September 30, Aihua Group had 25,700 shareholders, an increase of 15.62% from the previous period, while the average circulating shares per person decreased by 13.51% to 15,617 shares [2] - For the period from January to September 2025, Aihua Group reported operating revenue of 2.944 billion yuan, a year-on-year decrease of 0.73%, while the net profit attributable to shareholders increased by 11.59% to 221 million yuan [2] - Since its A-share listing, Aihua Group has distributed a total of 1.657 billion yuan in dividends, with 285 million yuan distributed in the last three years [2] Group 4 - As of September 30, 2025, the fourth largest circulating shareholder of Aihua Group was Hong Kong Central Clearing Limited, holding 3.2509 million shares, a decrease of 1.8295 million shares from the previous period. New shareholders included Guoshou Anbao Smart Life Stock A and Western Lide New Direction Mixed A [2]