| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 300274 | 阳光电源 | 79.68 | 6.51% | | 301658 | 首航新能 | 34.32 | 3.47% | | 301168 | 通灵股份 | 39.94 | 3.34% | | 688556 | 富测股份 | 12.34 | 2.83% | | 688717 | 艾罗能源 | 59.16 | 2.58% | | 300827 | 上能电气 | 23.72 | 2.51% | | 834770 | 艾能聚 | 19.61 | 2.40% | | 300763 | 锦浪科技 | 59.56 | 2.16% | | 300724 | 捷佳伟创 | 66.79 | 1.89% | | 300776 | 帝尔激光 | 67.69 | 1.87% | 责任编辑：栎树 A股光伏设备股普遍上涨，其中，权重股阳光电源涨6.5%，首航新能、通灵股份涨超3.3%，高测股份涨 近3%，上能电气、艾罗能源涨2.5%，锦浪科技、艾能聚涨超2%。 消息上，中国光伏行业协会日前发布通知称，国家发展改革委、市场 ...

消息上，中国光伏行业协会日前发布通知称，国家发展改革委、市场监管总局研究起草了《价格法修正 草案（征求意见稿）》，并于近期面向社会公开征求意见。 国盛证券杨润思认为，光伏在反内卷的背景之下，产业链价格修复是必然趋势，预计多晶硅价格有望回 归到行业成本价之上，同时供给侧的出清政策也有望跟进出炉。随着多晶硅料价格上涨，建议持续关注 下游产业链硅片、电池片、组件等各环节的价格修复机会和弹性。(格隆汇) A股光伏设备股普遍上涨，其中，权重股阳光电源涨6.5%，首航新能、通灵股份涨超3.3%，高测股份涨 近3%，上能电气、艾罗能源涨2.5%，锦浪科技、艾能聚涨超2%。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 300274 | 阳光电源 | 79.68 | 6.51% | | 301658 | 首航新能 | 34.32 | 3.47% | | 301168 | 通灵股份 | 39.94 | 3.34% | | 688556 | 高测股份 | 12.34 | 2.83% | | 688717 | 艾罗能源 | 59.16 | 2.58% | | 30082 ...

Market Overview - The photovoltaic equipment sector experienced a decline of 0.94% on July 30, with Aino leading the drop [1] - The Shanghai Composite Index closed at 3615.72, up 0.17%, while the Shenzhen Component Index closed at 11203.03, down 0.77% [1] Stock Performance - Notable gainers in the photovoltaic equipment sector included: - *ST Quannetwork: Closed at 14.50, up 3.94% with a trading volume of 80,200 shares and a turnover of 114 million yuan - Tongwei Co., Ltd.: Closed at 21.85, up 2.53% with a trading volume of 1,394,200 shares and a turnover of 3.052 billion yuan - *ST Muban: Closed at 4.86, up 2.32% with a trading volume of 339,100 shares and a turnover of 16.1 million yuan [1] - Major decliners included: - Wenengju: Closed at 19.70, down 4.37% with a trading volume of 94,200 shares and a turnover of 189 million yuan - Jincheng Co., Ltd.: Closed at 28.51, down 4.33% with a trading volume of 114,400 shares and a turnover of 338 million yuan - Ankai High-Tech: Closed at 4.93, down 3.90% with a trading volume of 357,800 shares and a turnover of 178 million yuan [2] Capital Flow - The photovoltaic equipment sector saw a net outflow of 1.17 billion yuan from institutional investors, while retail investors contributed a net inflow of 844 million yuan [2] - Specific stock capital flows included: - Tongwei Co., Ltd.: Net inflow of 207 million yuan from institutional investors, with a net outflow of 46.44 million yuan from retail investors [3] - Daqian Energy: Net inflow of 57.12 million yuan from institutional investors, with a net outflow of 27.54 million yuan from retail investors [3] - Hongyuan Green Energy: Net inflow of 18.96 million yuan from institutional investors, with a net outflow of 31.36 million yuan from retail investors [3]

2025 年第一次临时股东会 法律意见书 国浩律师（杭州）事务所 关 于 浙江艾能聚光伏科技股份有限公司 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: （+86）（571） 8577 5888 传真/Fax: （+86）（571） 8577 5643 电子邮箱/Mail：grandallhz@grandall.com.cn 网址/Website：http://www.grandall.com.cn 国浩律师（杭州）事务所 艾能聚 2025 年第一次临时股东会法律意见书 国浩律师（杭州）事务所 关 于 浙江艾能聚光伏科技股份有限公司 2025 年第一次临时股东会 法律意见书 致：浙江艾能聚光伏科技股份有限公司 国浩律师（杭州）事务所（以下简称"本所"）接受贵公司的委托，指派律师 出席贵公司于 2025 年 7 月 24 日在浙江省海盐县武原街道海丰中 ...

一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2025 年 7 月 24 日 2.会议召开地点：浙江艾能聚光伏科技股份有限公司 证券代码：834770 证券简称：艾能聚 公告编号：2025-048 浙江艾能聚光伏科技股份有限公司 2025 年第一次临时股东会决议公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 3.会议召开方式：现场投票和网络投票相结合 4.会议召集人：董事会 5.会议主持人：董事长姚华先生 6.召开情况合法合规的说明： 本次会议的召集、召开时间和召开方式符合《公司法》等有关法律、行政法 规、部门规章、规范性文件和《公司章程》的规定。 （二）会议出席情况 出席和授权出席本次股东会的股东共 8 人，持有表决权的股份总数 64,317,832 股，占公司有表决权股份总数的 49.4250%。 其中通过网络投票参与本次股东会的股东共 0 人，持有表决权的股份总数 0 股，占公司有表决权股份总数的 0%。 （三）公司董事、监事、高级管理人员出席或列席股东会情况 1.公司在任董 ...

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [53]. Core Insights - The market is experiencing structural differentiation, with active themes in urban renewal and AI hardware. The North Exchange A-share trading volume reached 23.2 billion yuan on July 15, 2025, an increase of 740 million yuan from the previous trading day, while the North Exchange 50 Index closed at 1412.1, down 1.2% [4][14]. - The report highlights significant stock movements, with 60 out of 268 companies on the North Exchange rising, 3 remaining flat, and 205 declining. Notable gainers included Guangdao Digital (29.9%) and Yun Chuang Data (13.7%), while major losers included Xinghao Pharmaceutical (-9.3%) and Silane Technology (-6.2%) [25][29]. - The report emphasizes the importance of urban renewal as a key theme, driven by the central government's focus on high-quality urban development. Companies like Guoyi Tendering and Guangrong International have shown significant price increases in this context [6][30]. Summary by Sections Market Review - On July 15, 2025, the North Exchange A-share trading volume was 23.2 billion yuan, with the North Exchange 50 Index down 1.2% and a PE TTM of 67.04 times. The specialized index closed at 2408.8, down 0.9% [4][14]. - The report notes that the market is seeing a shift towards policy and event-driven themes, with structural opportunities becoming clearer in urban renewal and AI industry chains [7]. Important News - Geely Automobile and Zeekr signed a merger agreement, with Geely acquiring all remaining shares of Zeekr. Shareholders can choose cash or Geely shares as compensation [30]. - The successful launch of the Tianzhou-9 cargo spacecraft has increased interest in aerospace-related companies [31]. Key Company Announcements - Zitan Palace announced a cash dividend of 2 yuan per 10 shares based on its total share capital of 145,463,880 shares [35]. - Shibi Bai disclosed a reduction in shareholding by a major shareholder, decreasing from 8.7324% to 6.7376% [36].

Core Viewpoint - Ainanju (834770) experienced a 4.45% increase in stock price with a turnover rate of 28.31% and a trading volume of 537 million yuan, despite a net sell-off of 18.43 million yuan by brokerage seats on the same day [2] Trading Activity Summary - The stock was listed on the Beijing Stock Exchange due to its turnover rate reaching 28.31%, with brokerage seats collectively net selling 18.43 million yuan [2] - The top five brokerage seats accounted for a total trading volume of 118 million yuan, with a buying amount of 49.74 million yuan and a selling amount of 68.18 million yuan, resulting in a net sell-off of 18.43 million yuan [2] - The largest buying brokerage was Dongfang Caifu Securities Co., Ltd. with a purchase amount of 10.11 million yuan, while the largest selling brokerage was Guoxin Securities Co., Ltd. with a selling amount of 14.63 million yuan [2] Detailed Brokerage Activity - The top five buying brokerages and their respective amounts are as follows: - Dongfang Caifu Securities, Lhasa Tuanjie Road Second Securities: 10.11 million yuan buy, 5.64 million yuan sell - Dongfang Caifu Securities, Lhasa Donghuan Road Second Securities: 9.50 million yuan buy, 6.07 million yuan sell - Dongfang Caifu Securities, Lhasa Tuanjie Road First Securities: 9.35 million yuan buy, 2.96 million yuan sell - Caitong Securities, Hangzhou Wen'er West Road Securities: 7.99 million yuan buy, 12.16 million yuan sell - Guojin Securities, Shenzhen Branch: 6.27 million yuan buy, 12.67 million yuan sell [2] - The top five selling brokerages and their respective amounts are as follows: - Guoxin Securities, Shenzhen Hongling Middle Road Securities: 1.33 million yuan buy, 14.63 million yuan sell - Guojin Securities, Shenzhen Branch: 6.27 million yuan buy, 12.67 million yuan sell - Caitong Securities, Hangzhou Wen'er West Road Securities: 7.99 million yuan buy, 12.16 million yuan sell - Guotou Securities, Shenzhen Shennan East Road Securities: 4.61 million yuan buy, 7.21 million yuan sell - Guoxin Securities, Beijing Branch: 0.59 million yuan buy, 6.83 million yuan sell [2]

Summary of Key Points Core Viewpoint The trading activity on the Beijing Stock Exchange (BSE) showed a decrease in transaction volume and value compared to the previous trading day, with a notable number of stocks experiencing price increases. Trading Volume and Value - On July 10, the total trading volume on the BSE reached 1.064 billion shares, with a total transaction value of 21.134 billion yuan, reflecting a decrease of 1.321 billion yuan from the previous trading day [1]. - Among the traded stocks, 158 stocks closed higher, accounting for 59.40% of the total [1]. Stock Performance - The stocks that hit the daily limit up included Guoyi Bidding and Guangzi International, while the top gainers were Zhongshe Consulting, Jiuling Technology, and Kaida Catalysis, with increases of 13.16%, 9.67%, and 9.09% respectively [1]. - Conversely, 104 stocks closed lower, with the largest declines seen in Jinbo Biology, Shengnan Technology, and Wanda Bearings, which fell by 3.58%, 3.20%, and 2.99% respectively [1]. Active Stocks - A total of 64 stocks had transaction values exceeding 10 million yuan, with the highest transaction values recorded for Ainengju, Jiuling Technology, and Guoyi Bidding at 537.48 million yuan, 517.52 million yuan, and 438.50 million yuan respectively [1]. - The trading activity was characterized by 27 stocks having a turnover rate exceeding 10%, with 7 stocks exceeding 20% [1]. Notable Stocks - The top stocks by turnover rate included Zhongshe Consulting (44.00%), Huawi Design (31.54%), and Ainengju (28.31%) [1]. - The detailed performance of selected stocks is as follows: - Ainengju: Closing price 22.77 yuan, increase 4.45%, turnover rate 28.31%, transaction value 537.48 million yuan [1]. - Jiuling Technology: Closing price 72.60 yuan, increase 9.67%, turnover rate 20.05%, transaction value 517.52 million yuan [1]. - Guoyi Bidding: Closing price 19.11 yuan, increase 30.00%, turnover rate 16.63%, transaction value 438.50 million yuan [1].

东吴证券股份有限公司 关于浙江艾能聚光伏科技股份有限公司 调整部分募集资金投资项目资金使用细项和实施主体的 根据《浙江艾能聚光伏科技股份有限公司招股说明书》，公司本次公开发行 核查意见（三） 东吴证券股份有限公司（以下简称"东吴证券"或"保荐机构"）作为浙江艾能 聚光伏科技股份有限公司（以下简称"艾能聚"或"公司"）向不特定合格投资者公 开发行股票并在北京证券交易所（以下简称"北交所"）上市的保荐机构，根据《证 券发行上市保荐业务管理办法》《北京证券交易所证券发行上市保荐业务管理细 则》《北京证券交易所股票上市规则》《北京证券交易所上市公司持续监管办法（试 行）》等有关规定，对艾能聚调整部分募集资金投资项目资金使用细项和实施主 体事项进行核查并发表意见如下： 一、募集资金基本情况 公司本次向不特定合格投资者公开发行普通股股票 23,000,000 股（超额配售 选择权行使后），发行价格为人民币 5.98 元/股，募集资金总额为人民币 137,540,000.00 元（超额配售选择权行使后），扣除发行费用（不含税）后的募集 资金净额为人民币 122,064,245.26 元（超额配售选择权行使后）。上述募集资金 ...

关于调整部分募集资金投资项目资金使用细项和 实施主体的公告（三） 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担 个别及连带法律责任。 一、 募集资金基本情况 浙江艾能聚光伏科技股份有限公司（以下简称"公司"或"艾能聚"）向不 特定合格投资者公开发行普通股股票23,000,000股（超额配售选择权行使后）， 发行价格为人民币5.98元/股，募集资金总额为人民币137,540,000.00元（超额 配售选择权行使后），扣除发行费用（不含税）后的募集资金净额为人民币 122,064,245.26元（超额配售选择权行使后）。上述募集资金已分别于2023年2 月20日、2023年3月29日全部到位，天健会计师事务所（特殊普通合伙）对本次 公开发行股票的资金到位情况进行了审验并出具了天健验〔2023〕6-7号、天健 验〔2023〕6-16号验资报告。 证券代码：834770 证券简称：艾能聚 公告编号：2025-044 浙江艾能聚光伏科技股份有限公司 公司与保荐机构、存放募集资金的开户银行签署了募集资金三方监管协议， 上述募集资金已全 ...