Group 1 - The report highlights the introduction of the "Interim Measures for the Recycling and Comprehensive Utilization of Waste Power Batteries for New Energy Vehicles," which will take effect on April 1, 2026, mandating a full lifecycle management approach for retired batteries [4][16][17] - The total amount of retired lithium batteries in mainland China is projected to increase from 157,100 tons in 2020 to 455,100 tons in 2024, representing a compound annual growth rate (CAGR) of 30.5% [4][37][39] - The report identifies four companies listed on the Beijing Stock Exchange involved in lithium battery recycling, with a total market capitalization of 10.459 billion yuan as of January 23, 2026 [4][45][46] Group 2 - The chemical new materials sector experienced an average weekly increase of 5.11% in stock prices, with notable companies such as Meibang Technology and Tianli Composite showing significant gains [5][62] - The average price-to-earnings (P/E) ratio for the chemical new materials industry rose to 42.5X, indicating a positive market sentiment [5][62] - The technology sector saw a median P/E ratio increase from 44.3X to 44.7X, with a total market capitalization growth from 546.417 billion yuan to 560.692 billion yuan [6][76][77] Group 3 - The report emphasizes the importance of both tiered utilization and recycling of retired power batteries, with tiered utilization focusing on reusing batteries with remaining capacity for applications such as energy storage systems [25][26] - The recycling process aims to extract valuable materials from waste batteries, with physical and chemical recovery methods being the primary techniques employed [27][29][30] - The report notes that the global processing volume of retired batteries is expected to grow from 338,400 tons in 2020 to 1.3 million tons by 2024, with a CAGR of 40.6% [40]

Core Viewpoint - The "space photovoltaic" concept has gained significant market attention, leading to a surge in the photovoltaic sector, with many stocks experiencing substantial gains [1][2]. Group 1: Market Performance - Companies such as Liancheng CNC and Oputai reached a 30% limit up, while others like Maiwei, Jinko Solar, and Trina Solar saw increases of around 20% [2]. - The Hong Kong market also reflected this trend, with solar energy concept stocks performing strongly [2]. Group 2: Key Developments in Space Photovoltaics - Elon Musk, during the World Economic Forum, emphasized the potential of space photovoltaics, revealing plans for SpaceX and Tesla to achieve an annual solar manufacturing capacity of 100GW within three years [3]. - Musk highlighted that space offers a unique advantage for solar energy generation, with efficiency potentially five times greater than on Earth, and proposed the launch of solar-powered AI satellites [3]. Group 3: Company Initiatives - Trina Solar has made significant advancements in various solar technologies and is collaborating with domestic and international aerospace institutions to promote space photovoltaic applications [4]. - Companies like Arctech and Aotai are actively exploring manufacturing equipment and technologies tailored for space photovoltaic applications [5]. - Other firms, such as Haimu Star and Zhonglai, are developing technologies and products specifically for space photovoltaic systems [5]. Group 4: Market Predictions and Challenges - Analysts predict that the low Earth orbit satellite photovoltaic market in China could exceed $3 billion by 2030, with global market potential reaching $500 billion to $1 trillion if the deployment of 100GW space data centers occurs [6]. - Despite the optimistic outlook, challenges remain, including the high cost of space photovoltaic energy, which is currently estimated at $2-3 per kilowatt-hour compared to $0.03-0.05 for ground-based solar [6]. - The consensus among analysts is that while space photovoltaics present a promising future, significant advancements in cost reduction and efficiency are necessary for economic viability [6][7].

值得一提的是，连城数控的卖出榜五也为机构专用席位，该机构今日合计卖出1302万元，与此同时，今日该机构买入了连城数控95万元。 资料显示，连城数控是处于光伏及半导体高端装备制造领域的集成服务商，拥有国家级高新技术企业资质、省级技术研究中心及实验室的科研平台、大连 —无锡—美国—越南四大研发生产基地等核心资源，以及数百项专利技术等软实力，为全球光伏企业及半导体材料制造商提供高精度、高效率的设备及整 线交付解决方案。2025年上半年，公司来自关联方隆基绿能营业收入占公司总营业收入的比例为33.53%。 近日，A股"太空光伏"概念股火了，北交所2只个股欧普泰和连城数控，于1月23日双双强势封涨停；A股主板的隆基绿能（601012）午后也封涨停。 欧普泰和连城数控，均因股价涨停登上今日北交所"龙虎榜"，且连城数控获得机构大手笔买入。 据北交所今日盘后披露，连城数控的买入榜一为华鑫证券有限责任公司上海宛平南路营业部，合计买入4516万元；榜二为机构专用席位，该机构今日共买 入4507万元。买入榜前两位今日卖出金额均为0。 | 公告日期 | 2026-01-23 异常期间 | 无 | | | | --- | --- | ...

特斯拉CEO埃隆·马斯克在达沃斯论坛上力挺太空光伏的最新言论，为萎靡已久的光伏板块注入强心 剂。 1月23日，连城数控（920368.BJ）、欧普泰（920414.BJ）30cm涨停，迈为股份（300751.SZ）、拉普拉 斯（688726.SH）、东方日升（300118.SZ）、晶科能源（688223.SH）、奥特维（688516.SH）、捷佳伟 创（300724.SZ）、高测股份（688556.SH）、晶盛机电（300316.SZ）、华民股份（300345.SZ）、琏升 科技（300051.SZ）等皆20%涨停，光伏设备股表现尤其抢眼。赛伍技术（603212.SH）、隆基绿能 （601012.SH）、爱旭股份（600732.SH）、钧达股份（002865.SZ）、协鑫集成（002506.SZ）、正泰电 源（维权）（002150.SZ）、福斯特（603806.SH）、金辰股份（603396.SH）等上演涨停潮。此外，帝 科股份（300842.SZ）涨近19%，天合光能（688599.SH）涨超16%，禾迈股份（688032.SH）涨超13%， 阿特斯（688472.SH）、中信博（688408.SH）涨超1 ...

每日经济新闻 （记者 曾健辉） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 每经讯，2026年1月23日，北交所上市公司连城数控（920368，收盘价：47.16元）登上龙虎榜，交易方式是连续竞价，披露原因 是当日收盘价涨幅达到29.99%，成交数量2825.45万股，成交金额12.61亿元。买一席位为华鑫证券有限责任公司上海宛平南路营 业部，买入4515.96万元；卖一席位为申万宏源西部证券有限公司霍尔果斯亚欧路证券营业部，卖出4929.08万元。 | | 2026-01-23连城数控(920368) 龙虎榜 | | | | --- | --- | --- | --- | | 序号 | 交易营业部名称 | 买入金额(元) 卖出金额(元) | | | ਜੇਵ ਹ | 华鑫证券有限责任公司上海宛平南路营业部 | 45159621.46 | 0 | | 买2 | 机构专用 | 45070913.13 | 0 | | ग्रें3 | 中信建投证券股份有限公司福州东街证券营业部 | 29048874.04 | 1195155.23 | | द्र 4 | 中信建投证券股份有限 ...

具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买二、卖五，合计买入金额4602.23万 元，卖出金额1301.84万元，合计净买入3300.40万元。 融资融券数据显示，该股最新（1月22日）两融余额为2.02亿元，其中，融资余额为2.02亿元，融券余额 为1.09万元。近5日融资余额合计减少193.00万元，降幅为0.95%，融券余额合计增加0.17万元，增幅 18.76%。（数据宝） 连城数控1月23日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 华鑫证券有限责任公司上海宛平南路营业部 | 4515.96 | 0.00 | | 买二 | 机构专用 | 4507.09 | 0.00 | | 买三 | 中信建投证券股份有限公司福州东街证券营业部 | 2904.89 | 119.52 | | 买四 | 中信建投证券股份有限公司福清福和路证券营业部 | 2673.12 | 0.00 | | 买五 | 华创证券有限责任公司北京西直门证券营业部 | 2451.58 | 0.00 | | 卖一 ...

Core Viewpoint - The photovoltaic equipment sector experienced a significant increase of 9.05% on January 23, with Liancheng CNC leading the gains. The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1]. Group 1: Stock Performance - Liancheng CNC (code: 920368) closed at 47.16, with a remarkable increase of 29.99% and a trading volume of 282,500 shares, resulting in a transaction value of 1.261 billion yuan [1]. - Oputai (code: 920414) also saw a significant rise of 29.98%, closing at 17.21 with a trading volume of 104,400 shares and a transaction value of 174 million yuan [1]. - Other notable performers included Laplace (code: 688726) with a 20.01% increase, closing at 55.54, and a transaction value of 1.263 billion yuan [1]. Group 2: Capital Flow - The photovoltaic equipment sector saw a net inflow of 8.998 billion yuan from main funds, while retail funds experienced a net outflow of 3.626 billion yuan [2]. - The main funds showed a significant presence in stocks like Longi Green Energy (601012), which had a net inflow of 2.692 billion yuan, accounting for 28.66% of the total [3]. - In contrast, retail investors showed a net outflow from several stocks, including TCL Zhonghuan (002129) and Aiko Solar (600732), indicating a shift in investor sentiment [3].

Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33% [3] - The Shenzhen Component Index closed at 14439.66 points, up 0.79% [3] - The ChiNext Index closed at 3349.5 points, up 0.63% [3] - The STAR Market Index closed at 1899.78 points, up 1.85% [3] Sector Performance - The photovoltaic industry chain surged, with significant gains in space photovoltaic stocks [4] - The commercial aerospace concept stocks also saw a strong rally, while basic metals experienced a wave of涨停 [4] - AI applications and robotics themes were active, whereas the computing hardware industry chain adjusted, with CPO direction leading the decline [4] Key Sector Gains - Photovoltaic equipment rose by 10.07% with a net inflow of 9.103 billion [5] - BC batteries increased by 8.56% with a net inflow of 7.459 billion [5] - Zinc metal gained 5.01% with a net inflow of 0.933 billion [5] - Lead metal rose by 4.97% with a net inflow of 0.537 billion [5] - Silicon energy increased by 4.85% with a net inflow of 2.835 billion [5] Notable Stocks - Liancheng CNC surged by 29.99% to 47.16 [6] - Optech rose by 29.98% to 17.21 [6] - Laplace increased by 20.01% to 55.54 [6] - Maiwei shares rose by 20.00% to 324.36 [6] - JinkoSolar increased by 20.00% to 6.90 [6] Commercial Aerospace Stocks - Ruihua Tai rose by 20.01% to 25.91 [7] - Qianhe Optoelectronics increased by 20.01% to 39.17 [7] - Deen Precision rose by 20.00% to 31.32 [7] - Multiple stocks in this sector saw gains of 20% or more [7] Capital Flow - Main capital inflows were observed in power equipment, non-ferrous metals, national defense, and machinery sectors [10] - Notable inflows included Longi Green Energy with 2.692 billion, Aerospace Electronics with 1.886 billion, and Goldwind Technology with 1.832 billion [11] - Significant outflows were seen in stocks like New Yisheng with 3.414 billion, TBEA with 3.218 billion, and Zhongji Xuchuang with 3.045 billion [12] Institutional Insights - CITIC Construction pointed out that high silver prices are driving industrial transformation, marking the beginning of the "copper" era in photovoltaic metalization [13] - Huachuang Securities highlighted the significant potential in China's commercial aviation engine market, suggesting focus on three key industry chains [13] - CITIC Securities expects stable sales for the liquor industry during the 2026 Spring Festival, indicating opportunities for bottom-fishing in the sector [14]

Core Viewpoint - The solar photovoltaic sector has experienced significant gains, with the Wind Solar Index rising over 9% as of the report's publication [1]. Group 1: Stock Performance - Liancheng CNC reached a 30% limit-up, while Maiwei Technology, Laplace, Aotwei, and Dongfang Risheng all hit a 20% limit-up [3]. - Over 20 stocks in the sector saw gains exceeding 10%, including Junda Co., GCL-Poly, and LONGi Green Energy [3]. - Specific stock price movements include: - Liancheng CNC at 47.16, up 29.99% - Laplace at 55.54, up 20.01% - Maiwei Technology at 324.36, up 20.00% - Aotwei at 90.01, up 20.00% [4]. Group 2: Additional Stock Gains - Other notable stock performances include: - JinkoSolar at 6.88, up 19.65% - Trina Solar at 20.49, up 14.53% - Longi Green Energy at 19.35, up 10.01% [5][6]. - A total of over 10 stocks achieved limit-up status, indicating strong market interest and investment in the solar sector [3]. Group 3: Industry Developments - Elon Musk announced during the World Economic Forum that SpaceX and Tesla are working to enhance solar energy production capacity, targeting an annual output of 100 GW [6].

Core Viewpoint - The solar photovoltaic sector has experienced significant gains, with the Wind Space Photovoltaic Index rising over 9% as of the latest report, indicating strong market performance in this industry [1]. Group 1: Market Performance - The Wind Space Photovoltaic Index closed at 3727.26, reflecting an increase of 313.04 points or 9.17% from the previous close [2]. - The index recorded a trading volume of 476.87 billion, with 18 stocks rising and only 1 stock declining [2]. - Over 20 stocks within the sector saw gains exceeding 10%, with notable performers including Liancheng CNC, Maiwei Technology, and Laplace, each achieving a 20% increase [2][3]. Group 2: Notable Stocks - Liancheng CNC surged by 29.99% to a price of 47.16, while Maiwei Technology and Laplace both increased by 20% [3]. - Other significant gainers included JinkoSolar at 19.65%, and several companies like Trina Solar and LONGi Green Energy also saw increases around 10% [4][5]. - Tesla CEO Elon Musk announced during the World Economic Forum that SpaceX and Tesla are working to enhance solar energy production capacity, targeting an annual output of 100GW [5].