证券代码：301023 证券简称：奕帆传动 公告编号：2026-005 无锡江南奕帆电力传动科技股份有限公司 关于控股股东、实际控制人权益变动的提示性公告 公司控股股东、实际控制人、董事长刘锦成先生保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、本次权益变动基本情况 1、信息披露义务人基本情况 | 姓名 | 刘锦成 | | --- | --- | | 性别 | 男 | | 国籍 | 中国 | | 身份证号 | 440106************ | | 住所 | 广东省广州市**** | | 通讯地址 | 广东省广州市**** | | 是否取得其他国家或地区的居留权 | 否 | 2、本次权益变动基本情况 信息披露义务人于2025年9月6日披露前次《简式权益变动报告书》后，因主动减 持及公司回购注销限制性股票触及权益变动，其持股数量占扣除公司回购股份数后的 总股本比例从40.0000%下降至35.0000%。具体情况如下： | 股东 名称 | 变动方式 | 变动时间 | 变动数量（股） | 占当时扣除公 ...

无锡江南奕帆电力传动科技股份有限公司 简式权益变动报告书 股票代码：301023 信息披露义务人：刘锦成 住所：广东省广州市 通讯地址：广东省广州市 股份变动性质：拥有上市公司权益减少，占扣除公司回购股份 数后的总股本的比例下降至35.0000% 签署日期：2026年2月10日 上市公司名称：无锡江南奕帆电力传动科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：奕帆传动 1 信息披露义务人声明 一、本报告书系信息披露义务人依据《中华人民共和国公司法》《中华人民 共和国证券法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容 与格式准则第15号——权益变动报告书》及相关法律、法规和规范性文件编写。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在无锡江南奕帆电力传动科技股份有限公司（以 下简称"公司"或"奕帆传动"）中拥有权益的股份变动情况。 四、截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没 有通过任 ...

南财智讯2月9日电，奕帆传动公告，公司控股股东、实际控制人、董事长刘锦成于2026年2月6日通过集 中竞价及大宗交易方式合计减持公司股份1,067,321股，占扣除公司回购股份数后的总股本比例的 1.3725%。本次权益变动后，刘锦成合计持有公司股份27,358,431股，占扣除公司回购股份数后的总股 本比例为35.18%。本次减持系履行此前披露的减持计划（公告编号：2026-002），该减持计划尚未实施 完毕。 ...

证券代码：301023 证券简称：奕帆传动 公告编号：2026-004 无锡江南奕帆电力传动科技股份有限公司 2026年2月9日 近日，公司收到刘锦成先生出具的《关于权益变动比例触及1%整数倍的告知函》， 刘锦成先生于2026年2月6日通过集中竞价方式和大宗交易方式，合计减持公司股份 1,067,321股，占扣除公司回购股份数后的总股本比例的1.3725%；自上次权益变动起算， 其权益变动触及1%的整数倍。具体情况如下： | 1．基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 | 刘锦成 | | | | 住所 | | 江苏省无锡市堰桥街道 | | | 权益变动时间 | | 2026年2月6日 | | | 股票简称 | 奕帆传动 | 股票代码 | 301023 | | 变动类型 （可多选） | 增加□ 减少☑ | 一致行动人 | 有□ 无☑ | | 是否为第一大股东或实际控制人 | | | 是☑ 否□ | | | --- | --- | --- | --- | --- | | 2．本次权益变动情况 | | | | | | 股份种类（A股、B股等） 变动股数（股） ...

证券日报网讯2月9日，奕帆传动（301023）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东人数为14888户。 ...

Market Overview - The machinery sector experienced a slight decline of 0.04% on the previous trading day, with China Electric Motor leading the losses [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Stock Performance - Key stocks in the machinery sector showed varied performance, with Jiadian Co. rising by 3.37% to a closing price of 14.74, and China Electric Motor falling by 3.32% to 30.54 [1][2] - The trading volume and turnover for notable stocks included: - Jiadian Co.: 155,500 shares, turnover of 228 million yuan - Zhaowei Electromechanical: 84,300 shares, turnover of 1.038 billion yuan - China Electric Motor: 153,000 shares, turnover of 479 million yuan [1][2] Capital Flow - The machinery sector saw a net outflow of 154 million yuan from institutional investors, while retail investors contributed a net inflow of 57.18 million yuan [2] - Notable capital flows for specific stocks included: - Zhaowei Electromechanical: net inflow of 1.21 billion yuan from institutional investors - China Electric Motor: net outflow of 39.74 million yuan from institutional investors [3]

融券方面，奕帆传动1月29日融券偿还400.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量7800.00股，融券余额37.20万元，超过近一年90%分位水平，处于高位。 1月29日，奕帆传动跌1.45%，成交额1.93亿元。两融数据显示，当日奕帆传动获融资买入额2026.88万 元，融资偿还2242.96万元，融资净买入-216.08万元。截至1月29日，奕帆传动融资融券余额合计1.50亿 元。 截至1月20日，奕帆传动股东户数1.18万，较上期减少0.48%；人均流通股3528股，较上期增加0.48%。 2025年1月-9月，奕帆传动实现营业收入2.02亿元，同比减少0.31%；归母净利润5832.85万元，同比减少 19.07%。 融资方面，奕帆传动当日融资买入2026.88万元。当前融资余额1.50亿元，占流通市值的4.04%，融资余 额超过近一年90%分位水平，处于高位。 资料显示，无锡江南奕帆电力传动科技股份有限公司位于江苏省无锡惠山经济开发区堰桥配套区堰裕路 7号，成立日期2011年6月28日，上市日期2021年7月7日，公司主营业务涉及专业定制化微特减速电机的 研发 ...

证券日报网讯1月29日，奕帆传动（301023）在互动平台回答投资者提问时表示，截至2026年1月20日的 股东人数是11849户。 ...

Market Overview - The electric motor sector experienced a decline of 1.21% on the previous trading day, with Huayang Intelligent leading the drop [1] - The Shanghai Composite Index closed at 4151.24, up by 0.27%, while the Shenzhen Component Index closed at 14342.9, up by 0.09% [1] Stock Performance - Notable gainers in the electric motor sector included: - China Electric Motor (603988) with a closing price of 38.13, up by 10.01% and a trading volume of 151,300 shares, totaling 567 million yuan [1] - Fangzheng Electric (002196) closed at 18.25, up by 4.95% with a trading volume of 1,320,200 shares, totaling 2.327 billion yuan [1] - Conversely, significant decliners included: - Huayang Intelligent (301502) which closed at 44.79, down by 5.61% with a trading volume of 22,100 shares, totaling 101 million yuan [2] - Yifan Transmission (301023) closed at 48.39, down by 4.25% with a trading volume of 59,000 shares, totaling 288 million yuan [2] Capital Flow - The electric motor sector saw a net outflow of 671 million yuan from major funds, while retail investors contributed a net inflow of 605 million yuan [2] - The detailed capital flow for selected stocks showed: - China Electric Motor had a net inflow of 41.27 million yuan from major funds, while retail investors had a net outflow of 8.35 million yuan [3] - Fangzheng Electric experienced a net inflow of 25.17 million yuan from major funds, with a net outflow of 1.65 million yuan from retail investors [3]

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].