证券日报网讯1月9日，火炬电子（603678）在互动平台回答投资者提问时表示，公司成熟电容器产品包 括陶瓷电容、钽电容及超级电容等，下游应用广泛，覆盖航空、航天、船舶、兵器等特种领域，并不断 努力提升在特种领域的市场份额和影响力。公司完成收购后，将积极发挥协同效应，全力推进子公司业 务协同整合，但其需独立申请军工资质，在满足相应条件后，才能进入军工供应链体系。后续，公司将 持续加大研发投入，组建高水平研发团队，开展关键技术攻关与产品创新，提升产品性能与可靠性。同 时，公司也会密切关注市场动态和政策导向，积极与航天领域客户建立紧密合作关系，深入了解市场需 求，提前做好产品规划布局。 ...

对于宁德时代而言，虽然是次合约规模相较于其本身业务量并非特别显著，但该行相信与思源电气合 作，将进一步巩固宁德时代在储能市场的布局。 该信息由智通财经网提供 小摩指，虽然思源电气现有的储能业务规模较小，但其市场份额正持续扩大。公司与电网及可再生能源 营运商的关系，有助交叉销售电力设备及储能解决方案。另外，公司在超级电容(super-capacitors)方面 的业务基础，亦有助其开发差异化的储能产品。 智通财经APP获悉，摩根大通发布研报称，现予思源电气(002028.SZ)目标价180元人民币，宁德时代H 股(03750)目标价650港元，宁德时代A股(300750.SZ)目标价520元人民币，均予"增持"评级。 思源电气与宁德时代签署为期三年的储能合作备忘录，目标合作电量50吉瓦时。小摩认为，是次合作反 映思源电气有意拓展其储能系统业务，若相关产能可全面落实，每年将带来约200亿元人民币收入。 ...

Group 1 - Morgan Stanley has set a target price of 180 RMB for Suyuan Electric (002028.SZ) and 650 HKD for CATL H-shares (03750), with a target price of 520 RMB for CATL A-shares (300750.SZ), all rated as "Overweight" [1] - Suyuan Electric and CATL have signed a three-year memorandum of understanding for energy storage cooperation, aiming for a collaboration of 50 GWh [1] - Morgan Stanley believes this cooperation indicates Suyuan Electric's intention to expand its energy storage system business, potentially generating approximately 20 billion RMB in annual revenue if the related capacity is fully realized [1] Group 2 - Although Suyuan Electric's current energy storage business scale is relatively small, its market share is continuously expanding [1] - The company's relationships with grid and renewable energy operators facilitate cross-selling of power equipment and energy storage solutions [1] - Suyuan Electric's foundation in super-capacitors also aids in the development of differentiated energy storage products [1] Group 3 - For CATL, while the scale of this contract is not particularly significant compared to its overall business volume, the collaboration with Suyuan Electric is expected to further solidify CATL's position in the energy storage market [1]

摩根大通发布研报称，现予思源电气（002028）(002028.SZ)目标价180元人民币，宁德时代（300750） H股(03750)目标价650港元，宁德时代A股(300750.SZ)目标价520元人民币，均予"增持"评级。 思源电气与宁德时代签署为期三年的储能合作备忘录，目标合作电量50吉瓦时。小摩认为，是次合作反 映思源电气有意拓展其储能系统业务，若相关产能可全面落实，每年将带来约200亿元人民币收入。 小摩指，虽然思源电气现有的储能业务规模较小，但其市场份额正持续扩大。公司与电网及可再生能源 营运商的关系，有助交叉销售电力设备及储能解决方案。另外，公司在超级电容(super-capacitors)方面 的业务基础，亦有助其开发差异化的储能产品。 对于宁德时代而言，虽然是次合约规模相较于其本身业务量并非特别显著，但该行相信与思源电气合 作，将进一步巩固宁德时代在储能市场的布局。 ...

中国宏观经济智库联盟专家武东升，国家能源局法制与改革司原副司长丁志敏，G20 青年企业家联盟秘书长汪恒海，山西省政协原副主席吕日 周等领导出席活动；中国矿业大学（北京）教授、博士生导师武强，爱因斯坦世界科学奖和能源界最高奖 — 埃尼奖获得者、中国科学院外籍院 士王中林等国内顶尖院士专家，以及国家电网、南方电网、国家能源集团、中煤集团、 三峡集团 等行业领军企业代表齐聚一堂，共话储能产业 创新路径，其中超级电容在调频储能领域的规模化应用成为论坛核心热议话题。 作为超级电容领域的技术引领者，今朝时代率先攻克百兆瓦级场景应用难题，成为行业规模化落地的 "先行者"。 论坛成果发布环节，山西中电金谷储能科技有限公司董事长鲁格非正式发布 100MW 超级电容调频储能电站并网成果，该项目正是今朝时代超 级电容技术规模化应用的标杆实践。 文 | 今朝时代 在"双碳"战略纵深推进、新型电力系统加速构建的行业背景下，超级电容凭借毫秒级响应速度、超长循环寿命、宽温域适应性及高安全性等核 心优势，正成为破解电网调频难题、保障新能源消纳的关键技术路径，其规模化应用更是推动储能产业高质量发展的核心突破口。 12 月 29 日，山西新能源 ...

12月24日，江海股份涨5.13%，截至发稿，报30.75元/股，成交8.87亿元，换手率3.58%，总市值261.54 亿元。江海股份股价已经连续3天上涨，区间累计涨幅10.63%。 国投瑞银新能源混合A（007689）基金经理为施成。 截至发稿，施成累计任职时间6年273天，现任基金资产总规模107.36亿元，任职期间最佳基金回报 179.51%， 任职期间最差基金回报-25.72%。 从基金十大重仓股角度 资料显示，南通江海电容器股份有限公司位于江苏省南通市通州区平潮镇通扬南路79号，成立日期，上 市日期2010年9月29日，公司主营业务涉及电容器及其材料、配件的研发、生产、销售和服务。主营业 务收入构成为：铝电解电容82.75%，薄膜电容8.65%，超级电容6.00%，电极箔2.00%，其他0.60%。 从江海股份十大流通股东角度 数据显示，国投瑞银基金旗下1只基金位居江海股份十大流通股东。国投瑞银新能源混合A（007689） 三季度新进十大流通股东，持有股数535.02万股，占流通股的比例为0.65%。根据测算，今日浮盈赚取 约802.53万元。连续3天上涨期间浮盈赚取1503.41万元。 国投瑞银 ...

江海股份：电容"老兵"逐鹿AI新疆场 在江海股份电容生产智能车间里，自动化设备正以恒定的节奏，将电解纸和电极箔卷绕成一个个规整的 圆柱体，随后这些圆柱体被送入电解液含浸装置，几个小时后再经过密封、老化、测试、包装等工序， 即可出厂开启它们的使命。 小电容有大用途，它们中的一部分品种，会被集成到服务器电源模块中，安装在全球各地的AI数据中 心机柜中，扮演"备用电源"和"稳压器"的角色。人工智能浪潮奔涌向前，算力基础设施建设方兴未艾， 自1970年即开始研制电容器的江海股份，正以独特的方式投身这场科技变革。 瞄准蓝海 多技术路线卡位AI赛道 算力的尽头是能源，这已是业内共识。随着全球AI数据中心快速扩容和功率密度激增，其电源系统面 临前所未有的"削峰填谷"和瞬时保供压力。超级电容因其高功率密度、毫秒级快速响应和超长循环寿 命，成为应对这一挑战的关键元器件。这片新兴蓝海，吸引了全球厂商竞逐，江海股份是能与国际龙头 比拼的少数中国玩家之一。 接受上海证券报记者采访前，江海股份总裁丁继华正在看一份产品内部测试报告。"公司最新一代超级 电容的初期性能指标，已可比肩甚至超越日本同行。"他透露，公司在生产成本方面具备优势，产 ...

Core Viewpoint - Jianghai Co., Ltd. has experienced a stock price decline of 2.03% on December 2, 2023, with a current price of 26.55 CNY per share, despite a year-to-date increase of 53.27% [1] Financial Performance - For the period from January to September 2025, Jianghai Co., Ltd. achieved a revenue of 4.117 billion CNY, representing a year-on-year growth of 16.34%, and a net profit attributable to shareholders of 535 million CNY, up 8.19% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 1.212 billion CNY, with 565 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Jianghai Co., Ltd. is 47,400, a decrease of 6.11% from the previous period, with an average of 17,325 circulating shares per shareholder, an increase of 6.50% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 53.496 million shares, an increase of 39.722 million shares from the previous period [3] Market Activity - The stock has seen significant trading activity, with a net outflow of 3.2962 million CNY in principal funds on December 2, 2023, and a total trading volume of 210 million CNY [1] - Jianghai Co., Ltd. has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on September 2, 2023, where it recorded a net purchase of 252 million CNY [1]

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]

Core Viewpoint - Jianghai Co., Ltd. has shown a significant increase in stock price this year, with a year-to-date rise of 57.03%, despite recent declines in the last few trading days [1][2]. Financial Performance - For the period from January to September 2025, Jianghai Co., Ltd. achieved a revenue of 4.117 billion yuan, representing a year-on-year growth of 16.34%. The net profit attributable to shareholders was 535 million yuan, reflecting an 8.19% increase compared to the previous year [2]. - The company has distributed a total of 1.212 billion yuan in dividends since its A-share listing, with 565 million yuan distributed over the last three years [3]. Stock Market Activity - As of November 17, Jianghai Co., Ltd.'s stock price was 27.20 yuan per share, with a market capitalization of 23.134 billion yuan. The stock experienced a trading volume of 1.07 billion yuan and a turnover rate of 0.48% [1]. - The company has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on September 2, where it recorded a net purchase of 252 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Jianghai Co., Ltd. was 47,400, a decrease of 6.11% from the previous period. The average number of circulating shares per shareholder increased by 6.50% to 17,325 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited becoming the fourth largest shareholder with 53.496 million shares, an increase of 39.722 million shares from the previous period [3].