（文章来源：证券日报） 证券日报网讯 12月11日，阳光照明在互动平台回答投资者提问时表示，截至2025年12月10日，股东总 数为42567户。 ...

证券之星消息，12月8日照明设备板块较上一交易日上涨0.03%，立达信领涨。当日上证指数报收于 3924.08，上涨0.54%。深证成指报收于13329.99，上涨1.39%。照明设备板块个股涨跌见下表： | 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605365 | 立达信 | 1068.56万 | 4.68% | -314.48万 | -1.38% | -754.08万 | -3.30% | | 920641 | 格利尔 | 212.51万 | 9.54% | -113.70万 | -5.10% | -49.51万 | -2.22% | | 600261 阳光照明 | | 164.14万 | 4.18% | -162.15万 | -4.13% | -1.99万 | -0.05% | | 301362 | 民爆光电 | 136.31万 | 5.98% | -71.11万 | -3.12% | -65.21万 | ...

证券日报网讯12月4日，阳光照明（600261）在互动平台回答投资者提问时表示，截至2025年11月28 日，股东总数为43068户。 ...

乐居财经 李兰 前不久，阳光照明(600261.SH)发布2025年第三季度报告，公司营收、净利润双下滑。 财报数据显示，2025年前三季度，阳光照明营业收入19.86亿元，同比减少19.02%；归属于上市公司股 东的净利润1.29亿元，同比减少15.21%。 | | | | | | | | | | | | 电位:股 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 职务 | 性 | 年齡 | 任期起始 | 任期终止 | 年初持股数 | 年末特股数 | 年度内 股份增 | 增减 变动 | 报告期内 从公司获 得的权间 | 是否 在公 司关 | | | | 别 | | 日前 | 日期 | | | 减变动 | | | 联方 | | | | | | | | | | 量 | 原因 | 报酬总额 | 获取 | | | | | | | | | | | | (力元) | 报酬 | | 薛跃 | 独立董事 | 4 | 67 | 2023年5 | 2026年5 | 3.000 | 3.000 | | | 10.0 ...

大成中证360互联网+指数A（002236）基金经理为夏高。 12月1日，阳光照明涨1.15%，截至发稿，报3.52元/股，成交4251.15万元，换手率0.91%，总市值46.99 亿元。阳光照明股价已经连续6天上涨，区间累计涨幅6.67%。 截至发稿，夏高累计任职时间10年364天，现任基金资产总规模24.94亿元，任职期间最佳基金回报 231.77%， 任职期间最差基金回报-71.74%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，浙江阳光照明电器集团股份有限公司位于浙江省绍兴市上虞区曹娥街道人民大道西段568 号，成立日期1997年7月16日，上市日期2000年7月20日，公司主营业务涉及照明电器的研发、生产、销 售,同时为客户提供综合照明解决方案。主营业务收入构成为：LED光源及灯具产品97.30%，节能灯光 源及灯具产品1.70%，其他(补充)1.00%。 从阳光照明十大流通股东角度 数据显示，大成基金旗下1只基金位居阳光照 ...

Group 1 - The 2025 Analyst Conference and the 7th Sina Finance "Golden Unicorn" Best Analyst Award Ceremony took place on November 28, gathering over 300 authoritative scholars, public and private fund leaders, listed company chairpersons, top fund managers, and chief analysts in Shanghai to discuss future opportunities in the Chinese capital market [1] Group 2 - The results of the 7th Sina Finance Golden Unicorn Best Analyst selection were announced, with the following rankings in the coal industry: - 1st place: Changjiang Securities Research Team (Chief Analyst: Xiao Yong; Team Members: Zhao Chao, Ye Ruzhen, Zhuang Yue, Wei Siyu) - 2nd place: Guosheng Securities Research Team (Chief Analyst: Zhang Jinming; Team Members: Liu Liyu, Gao Ziming) - 3rd place: GF Securities Research Team (Chief Analyst: Shen Tao; Co-Chief: An Peng; Team Members: Song Wei, Zhang Yunhan) - 4th place: Tianfeng Securities Research Team (Chief Analyst: Zhang Xianxian; Team Members: Huang Kai, Zhu Taoyu, Jiang Meidan, Li Zezhao) - 5th place: Minsheng Securities Research Team (Chief Analyst: Zhou Tai; Team Members: Li Hang, Wang Shanshan, Lu Jiaqi) - 6th place: Dongfang Caifu Securities Research Team (Chief Analyst: Li Miao; Team Members: None) [2]

Core Insights - The lighting equipment sector saw a slight increase of 0.14% on November 26, with Qunshang Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3864.18, down 0.15%, while the Shenzhen Component Index closed at 12907.83, up 1.02% [1] Market Performance - Qunshang Co., Ltd. (002638) closed at 3.36, up 10.16% with a trading volume of 1.0624 million shares and a transaction value of 347 million yuan [1] - Other notable performances include Yangguang Lighting (600261) at 3.43, up 0.88%, and ST Xingguang (002076) at 2.14, unchanged [1] - The overall trading volume and transaction values for various companies in the lighting sector are detailed in the provided tables [1][2] Capital Flow - The lighting equipment sector experienced a net inflow of 13.46 million yuan from institutional investors, while retail investors saw a net outflow of 136.19 million yuan [2][3] - Qunshang Co., Ltd. had a net inflow of 24.73 million yuan from institutional investors, but a net outflow of 14.70 million yuan from retail investors [3] - The capital flow dynamics indicate a mixed sentiment among different investor categories within the sector [2][3]

Core Viewpoint - The hydrogen energy industry is experiencing unprecedented opportunities, driven by national goals for non-fossil energy consumption and significant installed capacity targets for wind and solar energy [2][4]. Company Strategy - Zhejiang Sunshine Green Hydrogen Technology Co., Ltd. has chosen to focus on AEM electrolyzers as a promising growth area in the green energy sector, aiming for a market share of over 50% in the next five years [4][5]. - The company has established subsidiaries to ensure control over core materials and has invested in other firms to strengthen its technological capabilities in AEM membrane electrodes and catalysts [4][5]. Research and Development - Within two years, the company has built a team of over 70, with half being R&D personnel, including nearly 30 with doctoral or master's degrees, covering the entire process from core material development to electrolyzer design and production [5]. - The company has successfully developed the A11 (5kW-20kW) and A22 (25kW-100kW) series electrolyzers, with ongoing tests for a 100kW model and plans for a 250kW product [5][10]. Product Performance - The AEM electrolyzers maintain an energy consumption of 4.2 kWh per cubic meter of hydrogen at full load, with over 30% cost reduction compared to industry peers [7][10]. - The products are designed to adapt flexibly to the variability of wind and solar power, operating efficiently across a wide power range [7]. Collaborative Approach - The company collaborates with top research institutions to enhance the performance of core components while also focusing on independent R&D to maintain competitive advantages [9]. - The strategy includes a commitment to using domestic equipment and components, reflecting a philosophy of comprehensive self-research and a fully domestic supply chain [9]. Market Outlook - The company anticipates achieving a revenue of 50 million to 100 million yuan by 2027, with a focus on the hydrogen-methanol integration project as a key growth area due to its market potential [10]. - Challenges in the AEM market include cost competitiveness compared to mature alkaline electrolyzers and issues related to quality and industry credibility [10].

Core Viewpoint - The lighting equipment sector experienced a decline of 0.56% on November 18, with *ST Xingguang leading the drop. The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1]. Summary by Category Market Performance - The lighting equipment sector saw a mixed performance among individual stocks, with notable declines in several companies [1]. - The main stocks in the sector showed varying degrees of change, with Lida Xin increasing by 2.73% to a closing price of 20.73, while *ST Xingguang fell by 2.61% to 2.24 [2]. Trading Volume and Value - The trading volume and value for key stocks in the lighting equipment sector were reported, with Lida Xin having a volume of 95,700 hands and a transaction value of 26,671,000 yuan [1]. - The overall sector experienced a net outflow of 23,207,900 yuan from main funds, while retail investors saw a net inflow of 21,258,000 yuan [2]. Fund Flow Analysis - The fund flow analysis indicated that major funds had a net outflow in several stocks, including *ST Xingguang and DeBang Lighting, while retail investors showed a preference for stocks like Lida Xin and Minbao Optoelectronics [3]. - The net inflow from retail investors into Lida Xin was 193,500 yuan, while the main funds had a net outflow of 3,129,200 yuan [3].

Market Overview - The lighting equipment sector experienced a decline of 0.27% on November 17, with Greely leading the drop [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Individual Stock Performance - Notable gainers included: - Xiaomeng Co., Ltd. (002723) with a closing price of 8.02, up 1.91% [1] - Chureao (002724) at 7.22, up 1.12% [1] - Lida Xin (605365) at 20.18, up 0.50% [1] - Notable decliners included: - Greely (920641) at 20.55, down 2.10% [2] - Debang Lighting (603303) at 13.66, down 1.87% [2] - ST Xingguang (002076) at 2.30, down 1.71% [2] Trading Volume and Capital Flow - The lighting equipment sector saw a net outflow of 7.26 million yuan from main funds, with retail investors contributing a net inflow of 2.14 million yuan [2][3] - The trading volume for key stocks included: - Lida Xin (605365) with a trading volume of 113,000 shares and a transaction amount of 224 million yuan [1] - ST Xingguang (002076) with a trading volume of 527,300 shares and a transaction amount of 122 million yuan [2] Fund Flow Analysis - Main funds showed a net inflow in: - Lida Xin (605365) with 18.52 million yuan, accounting for 8.28% of the total [3] - Lianyu Co., Ltd. (001326) with 3.22 million yuan, accounting for 7.86% of the total [3] - Main funds showed a net outflow in: - ST Xingguang (002076) with a net outflow of 2.81 million yuan, accounting for -2.29% [3] - Foshang Lighting (000541) with a net outflow of 2.65 million yuan, accounting for -3.72% [3]