本次减持计划实施前，威腾电气集团股份有限公司（以下简称"公司"）股东 江苏威腾投资管理有限公司（以下简称"威腾投资"）持有公司股份 31,800,833 股, 占公司总股本的 16.9471%；公司股东镇江博爱投资有限公司（以下简称"博爱投 资"）持有公司股份 5,000,000 股，占公司总股本的 2.6646%。威腾投资和博爱投 资共同受公司控股股东、实际控制人蒋文功、蒋政达所控制，因此构成一致行动 人。上述股东为公司员工持股平台，其股份来源均为公司首次公开发行股票并上 市前取得的股份，且已于 2024 年 7 月 8 日解除限售并上市流通。 ? 减持计划的实施结果情况 《威腾电气集团股份有限公司股东集中竞价减持股份计划公告》（公告编号： 易方式减持股份数量不超过 333,333 股，占公司总股本比例不超过 0.1776%。 完成的告知函》，截至 2025 年 3 月 27 日，威腾投资减持公司股票 1,167,894 股， 占公司总股本比例为 0.6224%；博爱投资减持公司股票 333,333 股，占公司总股 本比例为 0.1776%。本次减持计划已实施完毕。 | 一、减持主体减持前基本情况 | | ...

股东减持股份结果公告 威腾电气集团股份有限公司 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、准确性和完整性依法承担法律 责任。 重要内容提示： 证券代码：688226 证券简称：威腾电气 公告编号：2025-018 股东持股的基本情况 本次减持计划实施前，威腾电气集团股份有限公司（以下简称"公司"）股东 江苏威腾投资管理有限公司（以下简称"威腾投资"）持有公司股份 31,800,833 股, 占公司总股本的 16.9471%；公司股东镇江博爱投资有限公司（以下简称"博爱投 资"）持有公司股份 5,000,000 股，占公司总股本的 2.6646%。威腾投资和博爱投 资共同受公司控股股东、实际控制人蒋文功、蒋政达所控制，因此构成一致行动 人。上述股东为公司员工持股平台，其股份来源均为公司首次公开发行股票并上 市前取得的股份，且已于 2024 年 7 月 8 日解除限售并上市流通。 减持计划的实施结果情况 2025 年 2 月 26 日，公司在上海证券交易所网站（www.sse.com.cn）披露了 《威腾电气集团股份有限公司股东集中竞价减持股份 ...

证券代码：688226 证券简称：威腾电气 公告编号：2025-017 威腾电气集团股份有限公司 关于股东权益变动触及 1%的提示性公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次权益变动不会导致公司控股股东、实际控制人发生变化。 1、蒋文功 | | 姓名 性别 | 蒋文功 男 | | --- | --- | --- | | 信息披露义 务人基本信 | | | | | 国籍 | 中国 | | 息 | 身份证号 | 321124************ | | | 是否取得境 外居留权 | 否 | 本次权益变动属于威腾电气集团股份有限公司（以下简称"公司"）持股 5% 以上股东及其一致行动人履行此前已披露的减持股份计划以及股权激励归 属导致的持股数量及持股比例变化，不触及要约收购。 江苏威腾投资管理有限公司（以下简称"威腾投资"）、镇江博爱投资有限 公司（以下简称"博爱投资"）系公司实际控制人蒋文功、蒋政达控制的企 业，本次权益变动后，公司实际控制人蒋文功、蒋政达及其控制的威腾投资、 博爱投资合计持 ...

Investment Rating - The report maintains a "Recommended" rating for the company [4][6]. Core Insights - The company reported a revenue of 3.481 billion yuan for 2024, a year-on-year increase of 22.23%, but a net profit attributable to shareholders of 95 million yuan, a decrease of 21.16% year-on-year [1]. - The company's profitability is under pressure due to intensified competition in the photovoltaic industry and declining prices along the supply chain, particularly in the welding strip segment [1]. - The demand for computing power is expected to rise significantly, with global data center capacity projected to grow from 49 GW in 2023 to 96 GW by 2026, representing a CAGR of 25% [3]. - The company has made significant progress in global expansion, forming partnerships with several overseas firms, including a joint venture with ABB to enhance competitiveness in low-voltage bus products in China [2]. Summary by Sections Financial Performance - In 2024, the company achieved a revenue of 3.481 billion yuan, with a growth rate of 22.23%. The net profit attributable to shareholders was 95 million yuan, reflecting a decline of 21.16% [1][5]. - Quarterly performance showed a revenue of 736 million yuan in Q4 2024, down 12.40% year-on-year and 17.60% quarter-on-quarter [1]. Market Opportunities - The report highlights that the busway solution is expected to become a mainstream distribution solution in data centers, offering better cost-effectiveness and operational efficiency compared to traditional cable and cabinet solutions [3]. - The company is well-positioned to benefit from the increasing demand for computing power and the rising penetration rate of busway solutions in the market [3]. Future Projections - Revenue projections for 2025 and 2026 are estimated at 4.972 billion yuan and 6.579 billion yuan, respectively, with corresponding net profits of 204 million yuan and 335 million yuan [4][5]. - The report anticipates a recovery in profitability for the welding strip segment as the photovoltaic market stabilizes [4].

Investment Rating - The report maintains a "Recommended" rating for the company [4][6]. Core Viewpoints - The company reported a revenue of 3.481 billion yuan for 2024, a year-on-year increase of 22.23%, but a net profit attributable to shareholders of 95 million yuan, a decrease of 21.16% year-on-year, indicating short-term pressure on performance due to intensified competition in the photovoltaic industry and declining prices in the supply chain [1]. - The company has accelerated its globalization efforts by forming partnerships with several overseas firms, including a joint venture with ABB to enhance competitiveness in low-voltage bus products in China [2]. - There is a significant increase in demand for computing power, with global data center capacity expected to grow from 49 GW in 2023 to 96 GW by 2026, leading to a projected compound annual growth rate (CAGR) of 25% from 2023 to 2026 [3]. Summary by Relevant Sections Financial Performance - In 2024, the company achieved a revenue of 3.481 billion yuan, with a growth rate of 22.23%. The net profit attributable to shareholders was 95 million yuan, reflecting a decline of 21.16% year-on-year. The fourth quarter of 2024 saw a revenue of 736 million yuan, down 12.40% year-on-year and 17.60% quarter-on-quarter [1][5]. - Forecasted revenues for 2025 and 2026 are 4.972 billion yuan and 6.579 billion yuan, respectively, with corresponding net profits of 204 million yuan and 335 million yuan [4][5]. Market Opportunities - The report highlights that the busway solution is expected to become the mainstream power distribution solution in data centers due to its advantages over traditional cable and cabinet solutions, including higher cost-effectiveness and lower operational costs [3]. - The company is well-positioned to benefit from the increasing demand for computing power and the rising penetration rate of busway solutions in the market [3]. Strategic Developments - The company has made significant strides in international collaboration, including partnerships with Westinghouse Electric and Japanese firms, which are expected to enhance its market presence in various regions [2]. - The joint venture with ABB aims to leverage both companies' strengths to improve the competitiveness of low-voltage bus products in China [2].

Core Viewpoint - The announcement of share reduction plans by major shareholders of Weiteng Electric (688226.SH) due to personal funding needs indicates potential changes in the company's ownership structure and may impact investor sentiment [1][2]. Shareholder Reduction Plans - Weiteng Investment plans to reduce up to 1,167,894 shares, representing no more than 0.6224% of the total share capital, while Boai Investment intends to reduce up to 333,333 shares, accounting for no more than 0.1776% of the total share capital [1]. - As of the announcement date, Weiteng Investment holds 31,800,833 shares (16.9471% of total shares), and Boai Investment holds 5,000,000 shares (2.6646% of total shares) [1]. Shareholder Control - Both Weiteng Investment and Boai Investment are controlled by the company's actual controllers, Jiang Wengong and Jiang Zhengda, constituting concerted action [2][3]. - Jiang Wengong and Jiang Zhengda hold 42.78% of Weiteng Investment and 76.16% of Boai Investment, indirectly controlling 27.18% and 4.27% of Weiteng Electric's shares, respectively [3][5]. Company Financials - Weiteng Electric's initial public offering (IPO) raised a total of 250 million yuan, with a net amount of 206 million yuan after deducting issuance costs [6]. - The final net fundraising amount was 200 million yuan less than the original plan of 406 million yuan, which was allocated for various projects including smart upgrades and production capacity [7]. - The company reported a revenue of 2.745 billion yuan for the first three quarters of 2024, a year-on-year increase of 36.73%, and a net profit of 109 million yuan, up 28.64% year-on-year [11].

证券代码：688226 证券简称：威腾电气 公告编号：2025-016 威腾电气集团股份有限公司 股东集中竞价减持股份计划公告 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、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持股的基本情况 截至本公告披露日，威腾电气集团股份有限公司（以下简称"公司"）股东江 苏威腾投资管理有限公司（以下简称"威腾投资"）持有公司股份 31,800,833 股,占 公司总股本的16.9471%；公司股东镇江博爱投资有限公司（以下简称"博爱投资"） 持有公司股份 5,000,000 股，占公司总股本的 2.6646%。威腾投资和博爱投资共 同受公司控股股东、实际控制人蒋文功、蒋政达所控制，因此构成一致行动人。 上述股东为公司员工持股平台，其股份来源均为公司首次公开发行股票并上市前 取得的股份，且已于 2024 年 7 月 8 日解除限售并上市流通。 集中竞价减持计划的主要内容 公司于近日收到威腾投资、博爱投资两位股东出具的《关于减持计划的告知 函》，因股东自身资金需求，威腾投资拟通过集中竞价交易方式减持股份数 ...

Financial Performance - The total operating revenue for 2024 reached CNY 348,081.30 million, representing a year-on-year increase of 22.23%[4] - Operating profit decreased to CNY 12,315.93 million, down 22.19% compared to the previous year[4] - Net profit attributable to shareholders of the parent company was CNY 9,497.73 million, a decline of 21.16% year-on-year[4] - The basic earnings per share decreased to CNY 0.61, reflecting a drop of 20.78% year-on-year[4] Assets and Equity - Total assets at the end of the reporting period were CNY 483,273.55 million, an increase of 55.85% from the beginning of the period[8] - Shareholders' equity attributable to the parent company grew to CNY 166,637.72 million, up 61.38% from the start of the period[8] - The net asset per share attributable to the parent company increased by 35.42% to CNY 8.93[5] Market Conditions and Strategic Initiatives - The company experienced increased revenue but declining net profit due to intensified competition and price drops in the photovoltaic industry[8] - The company is investing in new projects, including a 5GWh energy storage system and a 25,000-ton intelligent production project for photovoltaic welding strips, contributing to asset growth[8] - The company raised CNY 569,864,137.75 from a specific stock issuance, which will enhance its capital base[6]

上海市锦天城律师事务所 关于威腾电气集团股份有限公司 2025 年第一次临时股东大会的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 层 电话：（86）21-20511000 传真：（86）21-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于威腾电气集团股份有限公司 2025 年第一次临时股东大会的法律意见书 致：威腾电气集团股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受威腾电气集团股份有限 公司（以下简称"公司"）委托，就公司召开 2025 年第一次临时股东大会（以 下简称"本次股东大会"）的有关事宜，根据《中华人民共和国公司法》（以下 简称"《公司法》"）、《上市公司股东大会规则》等法律、法规和其他规范性 文件以及《威腾电气集团股份有限公司章程》（以下简称"《公司章程》"）的 有关规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务执业规则》等规定，严格履行了法定职 责，遵循了勤勉尽责和诚实信用原则，对本次股东大会所涉及的相 ...

证券代码：688226 证券简称：威腾电气 公告编号：2025-014 威腾电气集团股份有限公司 2025 年第一次临时股东大会决议公告 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 2 月 10 日 （二） 股东大会召开的地点：江苏省扬中市新坝科技园南自路 1 号威腾电气会 议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： （五） 公司董事、监事和董事会秘书的出席情况 | 1、出席会议的股东和代理人人数 | 74 | | --- | --- | | 普通股股东人数 | 74 | | 2、出席会议的股东所持有的表决权数量 | 104,511,004 | | 普通股股东所持有表决权数量 | 104,511,004 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的 | 55.6954 | | 比例（%） | | | 普通股股东所持有表决权数量占公司表 ...