Jiangsu Ankura Intelligent Power Co Ltd: Recent Market Activity and Technological Highlights

Jiangsu Ankura Intelligent Power Co Ltd (ticker 300617) operates in the electrical equipment sector and specializes in the development and manufacture of ultra‑high voltage cable transmission line components, including porcelain sleeve terminals, composite terminals, GIS/transformer terminals, intermediate joints, and branch connectors. The company also supplies related services such as design, construction, testing, operation, and maintenance of high‑voltage equipment, and it has extended its product portfolio to gas pipeline busbars.

Market Performance on 10 October 2025

On 10 October 2025, the Shenzhen Stock Exchange trading session saw the broader market experiencing a slight decline, with the benchmark index falling more than 3 %. Despite this overall bearish trend, the electric grid equipment sector continued to exhibit resilience.

  • Ankura’s share price opened at a level that positioned it among the 737 stocks that breached the five‑day moving average that day, indicating short‑term momentum.
  • The stock’s price‑earnings ratio remains at approximately 36.18, consistent with the market valuation of the company’s high‑voltage equipment specialization.
  • The company’s market capitalization is reported at 6.04 billion CNY, reflecting its established presence in the industrial and electrical equipment market.

Drivers of Positive Sentiment

  1. Sectoral Strength: The electric grid equipment concept continued to gain traction, with several peer companies—such as New Energy Electrical (新特电气), Guodian Nanzhi (国电南自), Shenma Power (神马电力), Sifang Shares (四方股份), Jinpan Technology (金盘科技), Huachong Cable (华通线缆)—recording gains that ranged from 5 % to a 20 % daily limit rise.
  2. Strategic Projects: Ankura’s flagship 330 kV three‑phase shared‑box GIL line was highlighted for its deployment in the Dele‑Ha wind power integration project. The line, developed in collaboration with China Railway Rolling Stock Corporation, facilitated the successful grid connection of a 1 MW wind farm in a high‑altitude, low‑temperature environment. The project underscored Ankura’s capacity to deliver robust, low‑maintenance infrastructure under extreme climatic conditions.
  3. Patent Acquisition: On 9 October 2025, Ankura announced the acquisition of a new patent certificate, reinforcing its intellectual property portfolio and positioning the company for continued technological leadership in ultra‑high voltage solutions.

Technical Highlights

  • GIL Technology: Ankura’s GIL (Grounded Interconnected Line) technology employs a fully sealed, three‑phase shared‑box configuration. This design mitigates wind‑and‑sand erosion, temperature fluctuation impacts, and enhances reliability across high‑voltage transmission corridors.
  • Application Scope: The technology is particularly suited for large‑scale renewable energy projects where long‑distance power transmission is required, as demonstrated by the Dele‑Ha wind farm.

Outlook

While the broader market environment on 10 October reflected a moderate downturn, sector‑specific gains and Ankura’s continued progress on high‑value projects suggest a favorable short‑term outlook for the company’s share performance. The firm’s focus on advanced ultra‑high voltage equipment and its expanding patent portfolio position it to capitalize on the growing demand for reliable grid infrastructure, especially within the renewable energy and data center sectors.