2026年1月23日，风电巨头明阳智能（601615）迎来复牌后的强势表现，开盘即一字涨停，最终以 10.01%的涨幅收盘，股价从停牌前的19.68元攀升至21.65元，单股上涨1.97元，成功创下60日股价新 高。当日交易数据显示，个股封板力度较强，成交量17.0万手，成交额3.68亿元，换手率仅0.75%，筹 码锁定性良好，成为当日A股市场兼具光伏、半导体等多重热点属性的上市公司。 本次明阳智能复牌后的一字涨停，核心驱动力源于复牌利好落地与多重热门概念的共振，各类公开信息 与市场动态共同勾勒出行情逻辑。根据公司官方公告，1月23日股票复牌当日，同步披露了筹划通过发 行股份及支付现金方式购买中山德华芯片技术有限公司100%股权并募集配套资金的事项，标的公司主 营半导体外延片、芯片、组件研发生产，属于当前市场关注度较高的半导体赛道细分领域，不过截至预 案签署日，标的资产的审计、评估工作尚未完成，最终交易价格仍未确定，收购事项仍存在一定不确定 性。 股市有风险，投资需谨慎。本文所有内容仅为公开信息梳理与客观分析，不构成任何投资建议，市场波 动受收购事项进展、行业政策变动、资金博弈等多重因素影响，投资者需结合自身 ...

Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33%, with a trading volume of 1.3369 trillion yuan. The Shenzhen Component Index rose 0.79% to 14439.66 points, with a trading volume of 1.7484 trillion yuan. The ChiNext Index increased by 0.63% to 3349.50 points, with a trading volume of 822.63 billion yuan. The STAR Market 50 Index closed at 1553.71 points, up 0.78%, with a trading volume of 110.8 billion yuan. The total trading volume of both markets was 3.0853 trillion yuan, an increase of 393.5 billion yuan compared to the previous trading day [1]. Sector Performance - The market saw more sectors gaining than losing, with notable increases in power equipment, non-ferrous metals, precious metals, defense and military, steel, media, computer, environmental protection, and textile and apparel sectors. Concepts such as perovskite batteries, commercial aerospace, satellite internet, sapphire, lithium mining, cultivated diamonds, small metals, gold, and interactive short dramas were particularly active. In contrast, sectors like communication, insurance, banking, coal, and home appliances experienced declines [1]. Individual Stock Performance - A total of 3707 stocks rose, while 1336 stocks fell, with 134 stocks remaining flat and 6 stocks suspended. Excluding newly listed stocks, there were 120 stocks hitting the daily limit up and 2 stocks hitting the limit down [2]. - Among the stocks that hit the daily limit up, 23 stocks had consecutive limit-up days of 2 or more, with Fenglong Co., Ltd. leading with 18 consecutive limit-ups [3]. Capital Flow - The net capital outflow from the two markets was 4.167 billion yuan, with the ChiNext seeing a net inflow of 1.515 billion yuan. The CSI 300 index experienced a net outflow of 1.005 billion yuan, while the STAR Market saw a net outflow of 3.171 billion yuan. Out of 31 sectors, 13 sectors had net capital inflows, with the power equipment sector leading with a net inflow of 8.977 billion yuan [4][6]. - The top sectors with net inflows included non-ferrous metals (4.552 billion yuan), media (2.173 billion yuan), and defense and military (2.157 billion yuan). Conversely, the communication sector had the highest net outflow of 7.992 billion yuan, followed by electronics (6.350 billion yuan) and machinery (5.077 billion yuan) [4][6]. Notable Stocks - 191 stocks had net capital inflows exceeding 1 billion yuan, with Jin Feng Technology receiving the highest net inflow of 1.861 billion yuan. Other notable stocks included Lens Technology (1.594 billion yuan), Qian Zhao Optoelectronics (1.267 billion yuan), and Xian Dao Intelligent (1.217 billion yuan) [7][8]. - Conversely, 116 stocks experienced net capital outflows exceeding 1 billion yuan, with Xin Yi Sheng leading with a net outflow of 3.471 billion yuan, followed by Zhong Ji Xu Chuang (3.103 billion yuan) and Li Ou Shares (2.604 billion yuan) [10][11]. Institutional Activity - Institutional investors had a net selling of approximately 1.02 billion yuan, with 22 stocks seeing net purchases and 14 stocks net sales. Jin Feng Technology was the most purchased stock by institutions, with a net purchase amount of approximately 266 million yuan [13][14].

张传卫指出，珍惜信任，方有重托；懂得感恩，方能远大。7年前的今天——2019年1月23日，明阳智能实现"红筹回A"，成功在上海证券交易所上市，正 式开启"千亿明阳"的奋斗篇章。回首七年，明阳智能始终恪守对资本市场的承诺，不断提升经营质量，不负投资者的信赖。明阳智能将坚守创新驱动与绿 色发展之路，持续注入优质资产，共建健康REITs市场生态，在科技创新、规范运营、高质量发展的轨道上稳步前行，向着全球化公众公司、世界一流企 业的目标勇毅奋进。 1月23日，全国首单由民营能源公募REITs发行人设立的机构间REITs——「中信建投-明阳智能新能源持有型不动产资产支持专项计划」（以下简称"明阳 智能机构间REIT"）——于上海证券交易所成功挂牌上市，标志着明阳智能正式构建了"公募REITs+机构间REITs"双资产盘活平台，通过创新实践，为新 能源行业的资产证券化树立新标杆。 此次挂牌上市，正值明阳智能回A上市七周年之际，同时也是继2024年7月全国首单陆上风电公募REITs及首单民营企业风电公募REITs上市后的又一次挂 牌上市。 本次明阳智能机构间REIT发行规模达8.1267亿元。通过市场化询价机制，产品吸引了 ...

Core Viewpoint - The successful listing of "CITIC Construction Investment - Mingyang Smart Energy Institutional REIT" on the Shanghai Stock Exchange marks a significant milestone for Mingyang Smart Energy, establishing a dual asset activation platform of "public REITs + institutional REITs" and setting a new benchmark for asset securitization in the renewable energy sector [1][3]. Group 1: REITs Issuance and Market Response - The issuance scale of Mingyang Smart Energy's institutional REIT reached 812.67 million yuan, attracting a diverse group of investors including insurance asset management, bank wealth management, and local state-owned capital, achieving a premium issuance at the upper limit of the inquiry range, reflecting strong market recognition [3]. - The underlying asset of the institutional REIT is a 150MW wind farm located in Yulin City, Shaanxi Province, complemented by the Jishanliang booster station, enhancing the asset's scarcity [3]. Group 2: Company Strategy and Vision - Mingyang Smart Energy, as a leading enterprise in the industry with a comprehensive portfolio including "source-network-load," "wind-solar-storage," and "hydrogen-ammonia," adheres to its mission of "innovating clean energy for the benefit of humanity" and follows a development path of "high-end manufacturing + independent innovation" [3][5]. - The successful listing of the institutional REIT is a significant step in implementing the national multi-level REITs market construction strategy and advancing the "14th Five-Year Plan," while also marking an important milestone in the company's transition towards high-end manufacturing and light asset transformation [3][5]. Group 3: Future Outlook and Industry Impact - Mingyang Smart Energy aims to leverage its dual REITs platform to deepen the synergy between production and finance, continuously releasing the value of clean energy assets, and setting an industry example for energy structure transformation and green financial innovation [7]. - The dual REITs platform creates a capital closed loop for the wind power industry, effectively addressing the challenges of high funding demand and long investment cycles [7].

证券之星消息，1月23日风电设备板块较上一交易日上涨5.21%，飞沃科技领涨。当日上证指数报收于 4136.16，上涨0.33%。深证成指报收于14439.66，上涨0.79%。风电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) | | --- | --- | --- | --- | --- | --- | | 300904 | 威力传动 | 70.84 | -0.77% | 1.81万 | 1.28亿 | | 301155 | 海力风电 | 88.73 | -0.24% | 2.88万 | 2.56 Z | | 603092 | 德力佳 | 71.89 | -0.08% | 3.07万 | 2.19亿 | | 301557 | 常友科技 | 115.30 | 0.29% | 5963.5 | 6815.69万 | | 002487 | 大全車工 | 60.98 | 0.36% | 15.25万 | 9.33亿 | | 301163 | 宏德股份 | 30.78 | 0.82% | 2.03万 | 6202.75万 | | 603063 | 禾望电气 ...

明阳智能主营业务为新能源整体解决方案、电站开发运营及配售电，聚焦风电、光伏、储能等领域。公 司拥有钙钛矿组件等前沿光伏技术。 公司表示，本次交易将拓展公司在能源赛道上的战略发展空间，新增高壁垒、高成长性的业务板块，优 化整体业务结构，并有望通过双方在能源管理系统等方向的联合研发，提升在光伏领域的综合竞争力。 因标的公司控股股东广东明阳瑞德创业投资有限公司（交易对方之一）为明阳智能董事、副总裁张超全 资持有的企业，且张超为明阳智能实际控制人近亲属，故本次交易预计构成关联交易。 标的公司则深耕化合物半导体外延片、芯片及电源系统，具备提供电源系统整体解决方案的能力，产品 覆盖从外延材料到电源系统全产业链研制能力。 （文章来源：中国证券报·中证网） 中证智能财讯明阳智能（601615）1月23日公告，公司拟通过发行股份及支付现金方式，收购中山德华 芯片技术有限公司100%股权，并向不超过35名特定投资者发行股份募集配套资金。公司股票1月23日开 盘涨停，午盘收于21.65元/股。 本次发行股份购买资产的发行价格为14.46元/股。募集配套资金总额不超过本次购买资产交易价格的 100%，所募资金将用于支付现金对价、标的 ...

1月23日，A股三大指数集体收涨，沪指涨0.33%报4136点，深证成指涨0.79%，创业板指涨0.63%，北证50指数涨3.82%。全市场成交额3.12万亿元，较前 一交易日增量4017亿元，超3900股上涨，122股涨停。 A股市场大小指数持续分化，上证50指数跌超1%，CPO概念走势低迷，新易盛（300502）跌逾6%，保险、银行等权重板块领跌市场。其他个股方面，利 欧股份（002131）收盘跌0.24%，开盘一度逼近跌停，此前连续两个交易日跌停。国晟科技（603778）昨日上演地天板后，今日收盘涨幅超3%。 | | | -小时最热 | | | | --- | --- | --- | --- | --- | | 代码 | 名称 | | 现价 | 涨跌幅 ▲ | | 002916 | 深南电路 | | 247.63 | -6.91% | | 300502 | 新易啓 | | 383.11 | -6.49% | | 300308 | 中际旭创 | | 585.40 | -5.73% | | 002463 | 沪电股份 | ↑ | 72.11 | -5.54% | | 300394 | 天孚通信 | | 18 ...

1月23日，全国首单由民营能源公募REITs发行人设立的机构间REITs——中信建投（601066）-明阳智能 （601615）新能源持有型不动产资产支持专项计划(以下简称"明阳智能机构间REIT")于上海证券交易所 成功挂牌上市，标志着明阳智能正式构建"公募REITs+机构间REITs"双资产盘活平台。 中信建投证券股份有限公司投行委党委副书记、投行委委员谢常刚表示，本次发行作为多层次REITs市 场建设的重要创新，突出"资产信用"与"权益属性"，通过盘活存量资产为民营能源企业开辟了新的权益 融资通道。 据悉，此次挂牌上市是继2024年7月全国首单陆上风电公募REITs及首单民营企业风电公募REITs上市后 的又一次挂牌上市。 在外界看来，明阳智能双REITs平台为风电行业打造了"投资-建设-运营-培育-上市退出-再投资"的资本 闭环，可有效破解行业资金需求大、投资周期长的发展难题。 资料显示，本次明阳智能机构间REIT发行规模达8.1267亿元。通过市场化询价机制，产品吸引了包括保 险资管、银行理财及地方国有资本在内的多元化投资者群体，最终实现了以询价区间上限定价的溢价发 行。 明阳智能机构间REIT底层 ...

Core Viewpoint - Mingyang Smart Energy has successfully listed its inter-institutional REITs on the Shanghai Stock Exchange, marking a significant milestone as the first inter-institutional REITs established by a private energy public REIT issuer in China [1][2]. Group 1: Company Developments - The listing of Mingyang Smart Energy's inter-institutional REITs creates a dual asset activation platform of "public REITs + inter-institutional REITs" for the company [1]. - The issuance scale of the inter-institutional REITs is 812.67 million yuan, attracting a diverse group of investors including insurance asset management, bank wealth management, and local state-owned capital [1]. - The underlying asset of the REIT is a 150MW wind farm located in Jingbian County, Yulin City, Shaanxi Province, which enhances the asset's scarcity [1]. Group 2: Industry Insights - The listing is seen as a significant step in promoting the multi-level REITs market construction strategy in China, aligning with the national "14th Five-Year Plan" [2]. - The inter-institutional REITs highlight the importance of "asset credit" and "equity attributes," providing a new equity financing channel for private energy enterprises by revitalizing existing assets [2]. - The collaboration between Mingyang Smart Energy and CITIC Construction Investment aims to enhance REITs professional service capabilities and support the construction of a multi-level REITs market in China, contributing to the energy structure transformation [2].

新京报贝壳财经讯1月22日，明阳智能（601615）发布公告称，公司正在筹划通过发行股份及支付现金 方式购买中山德华芯片技术有限公司100%的股权并募集配套资金事项。截至公告披露日，本次交易涉 及的审计、评估工作尚未完成，公司董事会决定暂不召开股东会审议本次交易事项，本次交易尚需履行 其他相关审批程序方可实施。公司将于股票复牌后继续推进本次交易的相关工作。公司股票将于1月23 日开市起复牌。 ...