| 序号 | 代码 | 名称 | 量比 | 换手率 | 成交量 | 成交额 | 60日涨跌幅 ▼ | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 688516 | 奥特维 | 1.18 | 7.77% | 2447万 | 27.67亿 | 161.95% | 160.27% | | 2 | 300751 | 迈为股份 | 0.95 | 7.99% | 1544万 | 46.37亿 | 160.50% | 46.68% | | 3 | 002943 | 宇晶股份 | 2.09 | 16.61% | 2417万 | 19.19亿 | 149.88% | 113.03% | | 4 | 002865 | 钧达股份 | 1.25 | 15.53% | 3491万 | 33.85亿 | 131.44% | 79.14% | | 5 | 603778 | 国晟科技 | 0.92 | 14.56% | 9363万 | 15.24亿 | 129.73% | -8.24% | | 6 | 300118 | 东方日升 | 0.77 | ...

（来源：淘金ETF） 1. 阳光电源（300274） 作为国内最早布局光伏逆变器的头部企业，核心业务以光伏逆变器为核心，覆盖储能系统、新能源电站 开发运营、光伏电站EPC等全产业链环节，在全球逆变器市场占据领先份额，技术实力覆盖核心电力电 子器件研发、系统集成等关键领域，产品适配户用、工商业、大型地面电站等全场景，同时在储能变流 器、光储一体化解决方案上具备显著优势。在太空光伏与太空算力赛道，企业的核心技术具备极强适配 性，太空光伏阵列发电需高效逆变器实现电能稳定转换，其深耕多年的高可靠性、抗辐射逆变器技术可 直接迁移至太空场景，为太空算力中心提供持续稳定电力支撑；储能系统技术积累能适配太空极端环境 下的能源存储需求，解决太空光伏间歇性供电问题，未来有望通过技术合作切入太空光伏电源系统供应 链，成为太空算力能源端核心参与者，打开全新增长维度。 2. 隆基绿能（601012） 国内光伏行业龙头企业，核心业务聚焦光伏单晶硅棒、单晶硅片研发生产，同时延伸至高效电池片、光 伏组件及光伏电站全产业链，是全球硅片领域的领军者，在N型TOPCon、HJT等新一代高效电池技术上 迭代速度领先，兼具规模化产能与技术壁垒，产品远 ...

证券之星消息，2月3日光伏设备板块较上一交易日上涨6.68%，泽润新能领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301636 | 泽润新能 | 74.56 | 20.01% | 6.41万 | | 4.40亿 | | 300842 | 竞科股份 | 123.97 | 20.00% | 22.89万 | | 26.85亿 | | 688516 | 奥特维 | 116.24 | 20.00% | 13.92万 | | 15.70 乙 | | 688680 | 海优新材 | 67.64 | 19.99% | 7.32万 | | 4.66亿 | | 920368 | 连城数控 | 68.90 | 18.18% | 25.44万 | | 16.34亿 | | 300316 | 晶盛机电 | 55.07 | 17.34% | 90.49万 | | 48. ...

行 业 电力设备及新能源行业 超配（维持） 电力设备及新能源行业双周报（2026/1/16-2026/1/29） 全国已建成投运新型储能装机规模达到 1.36 亿千瓦 2026 年 1 月 30 日 投资要点： 风险提示：电力行业政策风险；竞争加剧风险；技术和产品创新风险。 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 1 周 报 分析师：刘兴文 SAC 执业证书编号： S0340522050001 电话：0769-22119416 行情回顾：截至2026年1月29日，近两周申万电力设备行业下跌0.47%， 跑输沪深300指数0.53个百分点，在申万31个行业中排名第19名；申万 电力设备行业本月上涨4.56%，跑赢沪深300指数1.88个百分点，在申万 31个行业中排名第18名；申万电力设备板块年初至今上涨4.66%，跑赢 沪深300指数1.88个百分点，在申万31个行业中排名第18名。 邮箱： liuxingwen@dgzq.com.cn 截至2026年1月29日，近两周风电设备板块上涨1.77%，光伏 ...

Investment Rating - The report maintains an "Overweight" rating for the commercial aerospace industry, indicating a positive outlook for the sector in the coming months [1]. Core Insights - The commercial aerospace industry is expected to undergo a significant transformation by 2026, driven by advancements in launch capabilities and the successful deployment of domestic rockets, which will remove previous constraints on industry growth [8][9]. - The competition in commercial aerospace is fundamentally a "land grab" for space sovereignty and resource allocation, emphasizing the need for increased launch frequency to secure China's position in low Earth orbit [10]. - The report highlights the strategic importance of commercial aerospace in national defense and resource acquisition, particularly in the context of lunar resources like Helium-3, which could reshape global energy dynamics [12]. - Key catalysts for the industry include domestic policy support and capital market developments, with significant IPOs expected from leading aerospace companies in 2026 [13][15]. Summary by Sections 1. Why has the domestic commercial aerospace industry reached a qualitative change? - The industry has transitioned from a limited payload capacity to a robust launch capability, marked by the successful launch of the Zhuque-3 rocket, which signifies a shift from speculative themes to a narrative driven by operational capacity [8]. 2. How to understand the importance of commercial aerospace? - The scarcity of low Earth orbit resources has made the commercial aerospace race a critical national strategy, with the need to enhance launch frequency to secure space assets and maintain competitive advantages [10][11]. 3. What subsequent catalysts are worth paying attention to in commercial aerospace? 3.1. Domestic: Accelerated release of policy and capital dividends - The report anticipates significant policy support and capital market activity, with major aerospace companies expected to enter the IPO market in 2026, reflecting the strategic importance of the sector [13]. 3.2. International: Clear policy framework and tight planning timeline - The U.S. has shifted from a public to a private ownership model for space resources, establishing a legal framework that encourages commercial investment in space resource development [15][16]. 4. Investment Recommendations 4.1. SpaceX Concept - Companies that could potentially enter the SpaceX supply chain are highlighted, indicating a strong future in commercial aerospace [17]. 4.2. Rocket Sector: "Many Stars, Few Rockets" Expected to Breakthrough - The report suggests that advancements in large-capacity reusable rocket technology will lead to significant changes and valuation adjustments in the sector [19]. 4.3. Satellite Sector: Certainty in Implementation - The urgency to secure low Earth orbit resources is driving domestic satellite constellations from planning to large-scale deployment [20]. 4.4. Space Computing and Space Photovoltaics: Next-Generation Core Tracks - The report identifies space computing and space photovoltaics as critical future sectors, emphasizing their role in supporting lunar economies and global intelligence ecosystems [22].

文|隔雾 编辑|隔雾 前言 周五收盘，大盘还在死撑面子，看似风平浪静，谁能料到，灯一关，A股直接上演"百鬼夜行"。 就在昨夜，65家公司扎堆坦白罪行，4个曾经浓眉大眼的行业龙头，联手烧掉了500亿真金白银，这还不算完，还有3家公司直接领了"死亡通知书"。 指数在假装坚挺，个股却在疯狂截肢，这哪是什么年报预告？这分明是针对散户钱包的深夜屠杀。 豪门崩塌 这一夜，不知道多少人盯着账户里冰冷的代码，彻夜难眠，这潭水，深不见底，小公司亏损顶多算擦破皮，巨头暴雷那是直接割断了大动脉。 看看这份淌血的榜单：红星美凯龙、金地集团、建发股份。 昔日的"地产系"三兄弟，如今成了比惨大会的领头羊，美凯龙，预亏上限225亿；金地，135亿；建发，100亿。 光这三家挥霍掉的钱，就足够买下一个中型板块，尤其是红星美凯龙，当年可是家居界的"扛把子"，中产阶级眼里的香饽饽。 试想一下昨晚的场景：你颤抖着手点开那份PDF，期待的分红没看见，只见一个刺眼的负号，后面跟着一串长得让人眼晕的数字，225亿。 那一刻，手里的热茶瞬间结冰，屏幕上跳动的哪里是数字，分明是无数家庭资产大厦崩塌时，钢筋崩断的脆响。 理由？公告写得冠冕堂皇："计提减值"、 ...

Group 1 - IKEA launches instant retail service in partnership with JD.com, marking its entry into the instant retail sector, covering 13 stores across 9 cities in China [7] - Bubble Mart's Valentine's Day limited edition series "Star People" sees prices surge nearly 7 times, with popular hidden items selling for up to 699 yuan [5] - Ideal Auto plans to close underperforming stores as part of a strategic evaluation, with the number of closures yet to be determined [4] Group 2 - Tencent's anti-fraud department reported over 90 employees were dismissed for violating company policies, with some cases referred to law enforcement [4] - Intel's CFO indicates the company is operating at a "hand to mouth" state, focusing on high-end products due to supply constraints, which may affect market share in lower-end segments [4] - Amazon is set to initiate another round of layoffs affecting thousands of employees as part of a broader plan to reduce its workforce by approximately 30,000 [5] Group 3 - Tesla's Full Self-Driving (FSD) system is expected to be approved in China as early as next month, although the company has not confirmed any specific updates [6] - The Chinese securities regulator imposed a record fine exceeding 1 billion yuan on individual Yu Han for manipulating the stock market [7] - Toyota has incurred an additional cost of approximately 5.1 trillion yen over the past four and a half years due to rising prices in the automotive industry [10]

A股三大指数今日（1月23日）集体收涨，收盘上涨个股超3900只，其中收盘股价涨停的有121只。 从一周表现来看，沪指本周累计涨幅0.83%，深证成指累计涨幅1.11%，创业板指累计跌幅0.34%。 本周累计下跌的个股中，46股跌幅均在10%以上，科马材料累计跌超30%，思林杰、博菲电气跌幅均在 24%以上。 | | | 間態設榜 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 最新收盘价 | 本周涨幅 | 行业 | | | | (元) | (%) | | | 920086 | 科马材料 | 38.45 | -30.03 | 汽车 | | 688115 | 思林杰 | 50.00 | -29.68 | 机械设备 | | 001255 | 博菲电气 | 41.87 | -24.16 | 其础化工 | | 000638 | *ST万方 | 3.17 | -23.06 | 国防车工 | | 002231 | *ST奥维 | 0.73 | -22.34 | 国防军工 | | 605028 | 世茂龍源 | 27.44 | -21.49 | 公用事业 | | 0021 ...

（文章来源：证券日报） 证券日报网讯 1月23日，航天机电发布公告称，上海航天汽车机电股份有限公司（以下简称"公司"）及 分子公司于2025 年 1 月1 日至2025 年 12 月31 日期间获得的政府补助金额为6，252，580.00元（未经审 计），均为与收益相关的政府补助。 ...

（文章来源：证券日报） 证券日报网讯 1月23日，航天机电发布公告称，公司预计2025年度实现归属于上市公司股东的净利润为 亏损39000万元到58000万元，扣除非经常性损益事项后，归属于上市公司股东的净利润为亏损41900万 元到60900万元。 ...