证券代码：603063 证券简称：禾望电气 公告编号：2026-005 一、 回购股份的基本情况 2025 年 4 月 11 日，深圳市禾望电气股份有限公司（以下简称"公司"）召开 2025 年第一次临时董事会会议，审议通过了《关于回购公司股份方案的议案》，同 意公司使用自有资金以集中竞价交易方式回购公司股份，回购资金总额不低于人 民币 1,000 万元（含），不超过人民币 2,000 万元（含），回购价格不超 46.31 元/股， 回购期限自董事会审议通过本次回购方案之日起不超过 12 个月。具体内容详见公 司于 2025 年 4 月 12 日在上海证券交易所网站（www.sse.com.cn）披露的《深圳市 禾望电气股份有限公司关于以集中竞价交易方式回购股份的预案》（公告编号： 2025-032）。 二、 回购股份的进展情况 深圳市禾望电气股份有限公司 关于以集中竞价交易方式回购公司股份进展的公告 本公司董事会及全体董事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。 回购方案首次披露日 2025/4/12，由公司董事长韩玉先生提议 回购方案实施 ...

第一章 核心矛盾及策略建议 1.1 核心矛盾 南华期货白糖产业周报 ——盘面减仓上涨，警惕回落风险 杨歆悦 投资咨询证书：Z0022518 联系邮箱：yangxy@nawaa.com 投资咨询业务资格：证监许可【2011】1290号 2026年2月1日 1月以来3-5价差持续震荡，上周价差小幅回升平水，因03合约受空头大幅减仓拉升，涨幅大于05。备货 行情结束后，3-5价差或迎来回落，因03合约处于国产糖库存的高峰期，且今年春节备货成交一般，后续库存 压力偏大，因此03压力会比05更大。关注后续3-5价差收缩的交易机会。 . 白糖期货月差（03-05）季节性 source： 同花顺,南华研究 元/吨 2303-2305 2403-2405 2503-2505 2603-2605 07/01 09/01 11/01 01/01 -100 -50 0 50 100 白糖工业库存季节性 source： 中糖协,南华研究 万吨 21/22 22/23 23/24 24/25 25/26 01/01 03/01 05/01 07/01 09/01 200 400 600 ∗ 远端交易逻辑 SR2605合约贴水广西现货， ...

南华期货镍&不锈钢产业周报 1.1 核心矛盾 镍不锈钢尾盘跳水，周内主要跟随大盘以及宏观层面情绪带动偏多，贵金属以及有色领跌带领盘面大幅回 调，资金面同步炒作对盘面指引较深。此外配额发放节奏持续笼罩上方，PT Vale称目前获批配额仅为生产需 求的30%，进一步做实配额缩减预期。印尼方面周中有加强布局下游终端电池领域叙事，中长期或对供需格 局造成影响，短期推动不足。基本面上目前改善有限。菲律宾以及印尼主要矿区均进入雨季，产量以及装船 量均会受到影响，矿端发运受限。新能源方面目前价格跟随镍价上涨，节前大多厂商已经完成备货，目前高 价下进一步采购意愿不足。镍铁跟随盘面同步反弹，前期龙头采购价上行，但是目前成本高企下下游接受意 愿有所降低。不锈钢周内震荡偏强。目前盘面较高情况下库存有一定上升。现货方面盘价持续上调，试图借 趋势挺价，但是节前实际高位成交有限，下游高价接受度较低，目前多空博弈不减。 近端交易逻辑 —尾盘深度回调，受大盘影响为主 当前镍不锈钢期货盘面的近端逻辑以宏观以及大盘指引为主，近期贵金属以及有色均有不同程度的调整，沪 镍近期交易逻辑有所淡化，跟随大盘波动偏多。此外印尼端政策扰动仍有余波，基本面底部 ...

Investment Rating - The investment rating for the industry is "Strongly Recommended" for key companies such as Ningde Times, Yiwei Lithium Energy, and Sungrow Power Supply [1]. Core Insights - The recent release of the national capacity price policy for energy storage marks a significant step towards high-quality development in the energy storage sector. This policy establishes a capacity price mechanism for independent energy storage stations that support the safe operation of the power system [6][7]. - The capacity price will be based on local coal power capacity price standards and adjusted according to peak capacity, which is essential for ensuring stable power supply and promoting investment in energy storage [10][11]. - The demand for long-duration energy storage is expected to increase significantly, with independent energy storage becoming a major contributor to new installations [9][16]. Industry Overview - The industry comprises 308 listed companies with a total market capitalization of 7,610.8 billion [2]. - The energy storage sector is experiencing rapid growth, with cumulative installed capacity expected to reach 136 GW/351 GWh by 2025, reflecting an 80% year-on-year increase in new installations [9][10]. Key Companies and Financial Metrics - **Ningde Times (300750.SZ)**: Market Cap: 1611.1 billion, 2024 EPS: 11.5, 2025 EPS: 14.9, 2025 PE: 23, PB: 5, Investment Rating: Strongly Recommended [1]. - **Yiwei Lithium Energy (300014.SZ)**: Market Cap: 132.3 billion, 2024 EPS: 2.0, 2025 EPS: 2.2, 2025 PE: 28, PB: 3, Investment Rating: Strongly Recommended [1]. - **Sungrow Power Supply (300274.SZ)**: Market Cap: 313.1 billion, 2024 EPS: 5.3, 2025 EPS: 5.9, 2025 PE: 26, PB: 7, Investment Rating: Strongly Recommended [1]. - **Huaibei Technology (688411.SH)**: Market Cap: 43.0 billion, 2024 EPS: 4.9, 2025 EPS: 5.5, 2025 PE: 43, PB: 10, Investment Rating: Not Rated [1]. - **Shenghong Co., Ltd. (300693.SZ)**: Market Cap: 11.9 billion, 2024 EPS: 1.4, 2025 EPS: 1.5, 2025 PE: 25, PB: 6, Investment Rating: Strongly Recommended [1]. - **Kehua Data (002335.SZ)**: Market Cap: 32.2 billion, 2024 EPS: 0.7, 2025 EPS: 1.2, 2025 PE: 53, PB: 5, Investment Rating: Strongly Recommended [1]. Market Performance - The absolute performance of the energy equipment and new energy sector has shown significant growth, with a 12-month increase of 59.4% [4].

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]

Summary of Key Points Core Viewpoint - On January 21, a total of 21 A-share listed companies disclosed their shareholding changes, with notable buybacks and reductions in shareholdings by various stakeholders [1][3]. Group 1: Buyback Information - Aotai Biological plans to repurchase company shares worth between 100 million to 200 million yuan [2][4]. Group 2: Shareholding Reductions - Shenzhan Optoelectronics: Shareholder Songbao Investment intends to reduce holdings by no more than 1% [2][4]. - Hengshuai Co., Ltd.: Actual controller Yu Guomei and associated parties plan to reduce holdings by no more than 2.83% [2][4]. - Weining Health: Senior management member Wang Li plans to reduce holdings by no more than 0.0128% [2][4]. - Deepwater Haina: Shareholder Li Qin and associated parties plan to reduce holdings by no more than 1.92% [2][4]. - Xiangyuan New Materials: Shareholders Hubei Gaotou and Liangke Gaotou plan to reduce holdings by no more than 1.68% [2][4]. - Hongxing Co., Ltd.: Executives Liu Genxiang and Cheng Shengxiang plan to reduce holdings by no more than 0.06% [2][4]. - Kalait: Controlling shareholders plan to reduce holdings by no more than 3% [2][4]. - Glinda: Shareholder Juhe Investment plans to reduce holdings by no more than 3% [2][4]. - Fushi Holdings: Directors and executives plan to reduce holdings by no more than 0.04% [2][4]. - Xinxinda: Shareholders plan to reduce holdings by no more than 3% [2][4]. - Dongjian Technology: Shareholder and director Ma Huiyang plans to reduce holdings by no more than 2.56% [2][4]. - Yayi Technology: Shareholder Qinyi Partnership plans to reduce holdings by no more than 0.1846% [2][4]. - Jingrui Electric Materials: Controlling shareholder Xinyin International plans to reduce holdings by no more than 2% [2][4]. - Xueqi Electric: Shareholder Zhi Dao Investment plans to reduce holdings by no more than 3% [2][4]. - Blue Arrow Electronics: Shareholder Yin Shengyu reduced holdings by 2.3995 million shares from January 16 to January 20 [2][4]. - Wentai Technology: Zhuhai Ronglin and associated parties plan to reduce holdings [2][4]. - Tianwang Electric: Controlling shareholders plan to reduce holdings by no more than 1.09% [2][4]. - Beifang Navigation: Chairman Li Haitao plans to reduce holdings by no more than 31,100 shares [2][4]. - Huada New Materials: Shareholders plan to reduce holdings by no more than 1.46% [2][4]. - Yong'an Futures: Shareholder Zhejiang Dongfang plans to reduce holdings by no more than 3% [2][4]. - Xinjie Electric: Senior management member Guo Zhiqiang plans to reduce holdings by no more than 0.41% [2][4].

（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 ...