Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

其中，平启科技拟通过集中竞价、大宗交易方式减持不超过4,161,700股，占公司总股本的0.91%； 高淑丽拟通过集中竞价、大宗交易方式减持不超过838,300股，占公司总股本的0.18%。减持期间为2026 年2月13日至2026年5月12日，减持价格按照减持实施时的市场价格确定。 若按上一交易日公司收盘价32.31元计算，平启科技及高淑丽拟减持套现合计约161,550,000元。 中国经济网北京1月22日讯 禾望电气（603063.SH）昨日晚间披露《关于控股股东及其一致行动人 减持股份计划公告》。 根据公告，控股股东深圳市平启科技有限公司（以下简称"平启科技"）及其一致行动人高淑丽拟合 计减持不超过5,000,000股，合计减持比例不超过公司总股本的1.09%。 截至公告披露日，平启科技持有禾望电气股份87,019,400股，占公司当前总股本的19.00%；高淑丽 持有禾望电气股份838,300股，占公司当前总股本的0.18%。平启科技及其一致行动人高淑丽合计持有公 司股份87,857,700股，占公司当前总股本的19.18%。 平启科技由公司实际控制人、董事长韩玉100%持有，高淑丽为韩玉之配偶。 本 ...

Group 1 - Dongtong Tui (formerly Dongfang Tong) officially delisted from the stock exchange on January 22, 2026, due to financial fraud, having inflated revenue by 432 million and profit by 314 million from 2019 to 2022 [1][17] - The stock price at delisting was 1.72 yuan, a decline of over 96% from its historical high of 43 yuan, affecting approximately 46,000 shareholders [1][17] - The company may transition to the "old three boards" for trading, where liquidity is low and further price declines are expected [1][12] Group 2 - ST Asia Pacific announced an expected loss of 51.46 million yuan for 2025, marking its third consecutive year of losses, with a negative net asset value of 0.318 yuan per share [4][14] - ST Changyao's stock has been below 1 yuan for 15 consecutive trading days, with a market value of 223 million yuan, facing imminent delisting risks due to financial misconduct [4][18] - ST Aowei's stock has experienced 25 consecutive trading days of declines, with a market value currently at 281 million yuan, indicating a high likelihood of delisting [6][18] Group 3 - A significant wave of share reductions occurred on January 21, with 23 companies announcing plans to reduce holdings, including 7 companies with reductions exceeding 3% of total shares [6][12] - Notable reductions include Wentai Technology planning to reduce 3739.95 million shares (3% of total shares) for an estimated amount of 1.517 billion yuan, and Jingchen Co. planning to reduce 1310 million shares (3.11% of total shares) for approximately 1.219 billion yuan [8][10] - The market is witnessing a divergence, with some stocks reaching new highs while others, particularly those at risk of delisting, continue to decline [12][14]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 据统计，1月21日，盘后奥泰生物披露增持情况。包括宸展光电、深水海纳、恒帅股份、卫宁健康、祥 源新材、卡莱特、洪兴股份、福石控股、新迅达、东箭科技、雅艺科技、晶瑞电材、雪祺电气、蓝箭电 子、闻泰科技、禾望电气、北方导航、华达新材、格林达、永安期货、信捷电气在内的21家A股上市公 司披露减持情况。 | | | 1.21上市公司盘后增持情况 | | --- | --- | --- | | 1 | 奥泰牛物 | 拟以1亿元-2亿元回购公司股份 | | | | 1.21上市公司盘后减持情况 | | 1 | 宸展光电 | 股东松堡投資拟减持不超1%股份 | | 2 | 恒帅股份 | 实控人俞国梅及其一致行动人拟合计减持不超2.83%股份 | | 3 | 卫宁健康 | 高级管理人员王利拟减持不超0.0128%股份 | | র্ব | 深水海纳 | 股东李琴及其一致行动人拟合计减持不超1.92%股份 | | 5 | 祥源新材 | 股东湖北高投及量科高投拟合计减持不超1.68%股份 | | 6 | 洪兴股份 | 高管刘根祥、程胜祥拟合计减持不超0.06 ...

（记者 张明双） 每经AI快讯，禾望电气1月21日晚间发布公告称，截至本公告披露日，深圳市禾望电气股份有限公司控 股股东深圳市平启科技有限公司及其一致行动人高淑丽女士合计持有公司股份约8786万股，占公司当前 总股本的19.18%。 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ 因自身资金需求，自本公告披露之日起15个交易日后的3个月内，平启科技拟通过集中竞价、大宗交易 方式减持约416万股，占公司总股本的0.91%；高淑丽女士拟通过集中竞价、大宗交易方式减持约84万 股，占公司总股本的0.18%。平启科技及其一致行动人高淑丽女士拟合计减持不超过500万股，合计减 持比例不超过公司总股本的1.09%，减持价格按照减持实施时的市场价格确定。若减持计划期间公司发 生送股、资本公积转增股本、配股等股份变更事项，相关减持股份数量将相应进行调整。 ...

证券代码：603063 证券简称：禾望电气 公告编号：2026-004 深圳市禾望电气股份有限公司 关于控股股东及其一致行动人减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 控股股东及其一致行动人持股的基本情况 截至本公告披露日，深圳市禾望电气股份有限公司（以下简称"公司"）控 股股东深圳市平启科技有限公司（以下简称"平启科技"）及其一致行动人高淑 丽女士合计持有公司股份 87,857,700 股，占公司当前总股本的 19.18%。其中， 平启科技持有公司股份 87,019,400 股，占公司当前总股本的 19.00%；高淑丽女 士持有公司股份 838,300 股，占公司当前总股本的 0.18%。 减持计划的主要内容 因自身资金需求，自本公告披露之日起 15 个交易日后的 3 个月内（窗口期 不减持），平启科技拟通过集中竞价、大宗交易方式减持 4,161,700 股，占公司总 股本的 0.91%；高淑丽女士拟通过集中竞价、大宗交易方式减持 838,300 股，占 公司总股本的 0.1 ...

格隆汇1月21日丨禾望电气(603063.SH)公布，因自身资金需求，自本公告披露之日起15个交易日后的3 个月内(窗口期不减持)，平启科技拟通过集中竞价、大宗交易方式减持4,161,700股，占公司总股本的 0.91%；高淑丽女士拟通过集中竞价、大宗交易方式减持838,300股，占公司总股本的0.18%。平启科技 及其一致行动人高淑丽女士拟合计减持不超过5,000,000股，合计减持比例不超过公司总股本的1.09%， 减持价格按照减持实施时的市场价格确定。 ...

格隆汇1月21日丨禾望电气(603063.SH)公布，因自身资金需求，自本公告披露之日起15个交易日后的3 个月内(窗口期不减持)，平启科技拟通过集中竞价、大宗交易方式减持4,161,700股，占公司总股本的 0.91%；高淑丽女士拟通过集中竞价、大宗交易方式减持838,300股，占公司总股本的0.18%。平启科技 及其一致行动人高淑丽女士拟合计减持不超过5,000,000股，合计减持比例不超过公司总股本的1.09%， 减持价格按照减持实施时的市场价格确定。 ...

Core Viewpoint - The wind power equipment sector experienced a notable increase of 2.23% on January 19, with Tai Sheng Wind Energy leading the gains, reflecting positive market sentiment in the renewable energy space [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4114.0, up by 0.29%, while the Shenzhen Component Index closed at 14294.05, up by 0.09% [1]. - Tai Sheng Wind Energy saw a significant rise of 12.63%, closing at 16.23, with a trading volume of 1.76 million shares and a transaction value of 2.79 billion [1]. - Other notable performers included Pan Gu Intelligent (+5.85%), He Wang Electric (+5.51%), and Xin Qiang Lian (+4.92%) [1]. Group 2: Capital Flow - The wind power equipment sector recorded a net inflow of 1.076 billion in main funds, while retail investors experienced a net outflow of 528 million [2]. - The main funds showed a positive trend in several companies, with Jin Feng Technology receiving a net inflow of 640 million, while retail investors withdrew 1.47 billion [3]. - He Wang Electric had a net inflow of 145 million from main funds, but also saw a significant outflow from retail investors amounting to 7247.38 million [3].

Core Insights - Hezhong Electric's stock price increased by 0.82% on January 16, with a trading volume of 688 million yuan, indicating active market participation [1] - The company reported a net financing outflow of 21.24 million yuan on the same day, with a total financing and securities balance of 1.064 billion yuan [1] - Hezhong Electric's main business revenue is derived from new energy control (83.88%), engineering transmission (11.45%), and other sources (4.67%) [1] Financing and Shareholder Information - As of January 9, the number of shareholders for Hezhong Electric reached 65,000, an increase of 20.37%, while the average circulating shares per person decreased by 16.92% [2] - The company achieved a revenue of 2.778 billion yuan from January to September 2025, representing a year-on-year growth of 20.19%, and a net profit of 334 million yuan, up 31.99% year-on-year [2] - Cumulatively, Hezhong Electric has distributed 299 million yuan in dividends since its A-share listing, with 170 million yuan distributed in the last three years [3] Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder, holding 10.5675 million shares, a decrease of 2.9177 million shares from the previous period [3] - Southern CSI 1000 ETF ranks as the fourth-largest circulating shareholder with 4.1488 million shares, down by 40,700 shares [3] - New institutional shareholders include Agricultural Bank of China New Energy Mixed A, holding 3.9564 million shares, and Huaxia CSI 1000 ETF, holding 2.4647 million shares [3]