转自：中国证券报·中证网 中证报中证网讯（王珞）11月26日，以"治善致远 绿动未来"为主题的2025年金牛企业可持续发展论坛暨第三届国新杯·ESG金牛奖颁奖典礼在江苏苏州举 行。本次大会由中国证券报、中国国新控股有限责任公司主办，国新证券承办，苏州工业园区城市发展研究院全面战略支持。备受瞩目的ESG金牛奖榜单揭 晓，凯盛新能凭借在ESG领域的创新实践及优异成绩荣获"ESG乡村振兴金牛奖"。 凯盛新能荣获"ESG乡村振兴金牛奖"（图片来源：中国证券报） ESG金牛奖是中国证券报针对企业ESG表现开展的评价评奖品牌。第三届国新杯·ESG金牛奖延续了金牛奖系列评选"公开、公平、公正"的核心原则，以更严 谨、更科学的评价体系，筛选资本市场ESG实践的"领跑者"，激励更多企业投身可持续发展浪潮。本届ESG金牛奖共设置"ESG金牛奖百强""ESG卓越央企金 牛奖""ESG碳中和金牛奖""ESG科技引领金牛奖""ESG治理金牛奖""ESG乡村振兴金牛奖"及"ESG新锐金牛奖"七大奖项。 INA SECURITIES 在行业遴选和奖项设置方面，评审委员会充分借鉴中国国新ESG评价方法论与国资委研究中心课题成果，从财务重要性 ...

Core Insights - The article highlights the top and bottom AH premium rates for various stocks as of November 27, with Northeast Electric (00042) leading with a premium rate of 864.29% [1] - The article also lists the stocks with the highest and lowest deviation values, indicating significant discrepancies between A-shares and H-shares [1] AH Premium Rate Rankings - The top three stocks with the highest AH premium rates are: - Northeast Electric (00042): 864.29% - Hongye Futures (03678): 269.82% - Sinopec Oilfield Service (01033): 264.86% [1] - The bottom three stocks with the lowest AH premium rates are: - Ningde Times (03750): -5.40% - China Merchants Bank (03968): -1.65% - Heng Rui Medicine (01276): -0.38% [1] Deviation Value Rankings - The stocks with the highest deviation values are: - Vanke Enterprises (02202): 30.48% - Dazhong Public Utilities (01635): 24.57% - Shandong Xinhua Pharmaceutical (00719): 22.88% [1] - The stocks with the lowest deviation values are: - Sairis (09927): -17.06% - China National Airlines (00753): -13.21% - China Life (02628): -13.18% [1] Additional Insights - The article provides detailed tables showing the premium rates and deviation values for the top and bottom AH stocks, indicating market trends and potential investment opportunities [2]

| 股票名称 | H股(港元) | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | | 中船防务(00317) | 15.870 | 36.2 | 173.22% | 53.01% | | 广和通(00638) | 14.860 | 24.26 | 95.56% | 25.36% | | 广汽集团(02238) | 3.410 | 8.66 | 204.11% | 22.12% | | 京城机电股份 | 4.180 | 11.73 | 236.12% | 17.48% | | (00187) | | | | | | 中信建投证券 | 11.820 | 24.78 | 151.10% | 14.62% | | (06066) | | | | | | 南京熊猫电子股份 | 4.350 | 10.99 | 202.53% | 13.90% | | (00553) | | | | | | --- | --- | --- | --- | --- | | 浙江世宝(01057) | 4.070 | 12.4 | 264.86% | 13.69% | | 金力永磁(066 ...

| 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600586 | 金晶科技 | 794.16万 | 3.35% | 278.63万 | 1.18% | -1072.79万 | -4.53% | | 600876 | 凯盛新能 | -126.44万 | -2.06% | 276.29万 | 4.51% | -149.85万 | -2.44% | | 000012 | 南 玻 A | -165.80万 | -1.67% | 679.62万 | 6.85% | -513.83万 | -5.18% | | 605006 山东玻纤 | | -629.84万 | -11.41% | 46.05万 | 0.83% | 583.79万 | 10.58% | | 002201 | 九鼎新材 | -807.62万 | -3.39% | -102.96万 | -0.43% | 910.58万 | 3.83% | | 600293 | 三峡新 ...

每经AI快讯，光伏股集体走低，截至发稿，凯盛新能(01108.HK)跌3.94%，报4.15港元；新特能源 (01799.HK)跌3.14%，报8.03港元；信义能源(03868.HK)跌3.88%，报1.24港元；福莱特玻璃(06865.HK) 跌2.77%，报11.93港元；信义光能(00968.HK)跌2.72%，报3.57港元。 ...

野村发布研报称，行业中期加强自律，将可维持较高利用率、推动价格复苏及提升盈利水平，不过短期 内则仍要面临库存偏高及下游季节性需求疲软，导致产品价格趋弱的问题，目前预计11月份多晶硅产量 将按月下降约2万吨至12万吨，硅片产量按月降5%至57GW，电池产量按月降2%至57GW。 智通财经APP获悉，光伏股集体走低，截至发稿，凯盛新能(01108)跌3.94%，报4.15港元；新特能源 (01799)跌3.14%，报8.03港元；信义能源(03868)跌3.88%，报1.24港元；福莱特玻璃(06865)跌2.77%，报 11.93港元；信义光能(00968)跌2.72%，报3.57港元。 消息面上，据澎湃报道，通威集团董事局主席刘汉元称，推动"硅料收储"：一是要解决观念和理念问 题，在"反内卷"和反垄断问题上形成共识；二是全行业需要适当自律，留存一部分冗余产能，以应对需 求的动态变化。刘汉元认为，硅料收储不会触及反垄断，这也不应成为质疑上游整合的理由。 ...

光伏股集体走低，截至发稿，凯盛新能(01108)跌3.94%，报4.15港元；新特能源(01799)跌3.14%，报8.03 港元；信义能源(03868)跌3.88%，报1.24港元；福莱特玻璃(06865)跌2.77%，报11.93港元；信义光能 (00968)跌2.72%，报3.57港元。 野村发布研报称，行业中期加强自律，将可维持较高利用率、推动价格复苏及提升盈利水平，不过短期 内则仍要面临库存偏高及下游季节性需求疲软，导致产品价格趋弱的问题，目前预计11月份多晶硅产量 将按月下降约2万吨至12万吨，硅片产量按月降5%至57GW，电池产量按月降2%至57GW。 消息面上，据澎湃报道，通威集团董事局主席刘汉元称，推动"硅料收储"：一是要解决观念和理念问 题，在"反内卷"和反垄断问题上形成共识；二是全行业需要适当自律，留存一部分冗余产能，以应对需 求的动态变化。刘汉元认为，硅料收储不会触及反垄断，这也不应成为质疑上游整合的理由。 ...

Group 1 - The core viewpoint of the news highlights a significant rally in Hong Kong's photovoltaic solar stocks, driven by the anticipation of a restructuring "joint platform" for polysilicon companies, with a proposed fund size of around 70 billion yuan [1] - Major solar companies such as GCL-Poly Energy and Xinyi Solar have seen substantial stock price increases, with GCL-Poly rising by 7.25% and Xinyi Solar by 6.78% [2] - The restructuring initiative involves 17 leading companies agreeing to form a consortium, with plans to complete the process by 2025 [1][2] Group 2 - The stock performance of key companies includes GCL-Poly Energy with a market cap of 45.155 billion yuan and a year-to-date increase of 37.04%, and Xinyi Solar with a market cap of 36.039 billion yuan and a year-to-date increase of 27.18% [2] - Other notable performers include LONGi Green Energy and Sunshine Energy, both showing significant gains of over 5% [1][2] - The restructuring is expected to leverage 10 billion yuan to facilitate a 70 billion yuan acquisition through a debt-based approach [1]

Group 1 - Hong Kong photovoltaic stocks experienced a significant rise, with Xinyi Solar increasing by over 5% and Fuyao Glass by 4.38% [1] - Major progress has been made in addressing the issue of overcapacity in the photovoltaic sector, with leading companies negotiating mergers and acquisitions with smaller firms [1] - GCL-Poly Energy's chairman announced that 17 silicon material companies have agreed to form a consortium, expected to be established by 2025 [1] Group 2 - The consortium will consist of no more than 10 leading silicon material companies and financial institutions, aiming to create a platform company for silicon materials [1] - The platform company will acquire the production capacity of other silicon material companies, with options for these companies to either invest in the platform or be bought out [1] - The industry anticipates that this initiative will rapidly reduce the production capacity within the silicon material sector and coordinate production and sales across the industry [1]

Group 1 - The core viewpoint of the articles highlights the recent performance and financial status of Kaisheng New Energy, including stock price movements and financial results [1][2] - As of November 5, Kaisheng New Energy's stock price increased by 2.07% to 11.33 CNY per share, with a total market capitalization of 7.315 billion CNY [1] - The company has seen a year-to-date stock price increase of 19.39%, with a 4.62% rise over the last five trading days [1] Group 2 - For the period from January to September 2025, Kaisheng New Energy reported a revenue of 2.677 billion CNY, a year-on-year decrease of 27.55%, and a net profit of -596 million CNY, reflecting a 141.12% decline [2] - The company primarily focuses on the production and sales of new energy glass, which constitutes 99.34% of its main business revenue [1] - As of September 30, 2025, the number of shareholders increased to 30,500, with an average of 0 circulating shares per person [2]