证券代码：603098 证券简称：森特股份 公告编号：2025-038 森特士兴集团股份有限公司 股票交易异常波动公告 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个别及连带责任。 重要内容提示： 森特士兴集团股份有限公司（以下简称"公司"）股票于 8 月 22 日、8 月 25 日、8 月 26 日连续三个交易日内收盘价格涨幅偏离值累计超过 20%，属于 股票交易异常波动的情形。 经公司自查，且向公司控股股东、实际控制人发函核实，确认截至本公 告披露日，不存在应披露而未披露的重大事项。 近期，公司注意到有平台将公司股票纳入"储能"和"数据中心"概念。 经公司核实，公司主业为建筑光伏一体化（BIPV）业务、高端建筑金属围护业 务和土壤与地下水环境治理业务。目前，储能业务处于拓展阶段，尚未形成营收； 公司不涉及"数据中心"相关业务。上述事项，对公司当前主营业务的开展无实 质影响，请广大投资者审慎决策、理性投资。 当前公司股票价格涨幅较大，公司最新滚动市盈率、市净率显著高于同 行业上市公司平均水平。可能存在非理性炒作，敬请广大投资者注意二 ...

Core Viewpoint - The company, SenTe Co., Ltd. (603098), has clarified that its main business focuses on Building Integrated Photovoltaics (BIPV), high-end building metal enclosure, and soil and groundwater environmental remediation, while its energy storage business is still in the expansion phase and has not yet generated revenue [1] Group 1 - The company has noticed that its stock has been included in the "energy storage" and "data center" concepts by certain platforms [1] - The company confirmed that it does not engage in any "data center" related business [1] - The recent developments regarding the stock's categorization do not have a substantial impact on the company's current main business operations [1]

Market Overview - The professional engineering sector increased by 1.04% on August 26, with Yaxiang Integration leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] Top Gainers in Professional Engineering Sector - Yaxiang Integration (603929) closed at 42.45, up 10.00% with a trading volume of 77,900 shares and a transaction value of 329 million [1] - Sentai Co., Ltd. (603098) closed at 16.20, up 9.98% with a trading volume of 460,500 shares and a transaction value of 733 million [1] - Rishang Group (002593) closed at 5.64, up 9.94% with a trading volume of 679,200 shares and a transaction value of 373 million [1] Other Notable Performers - Aiman Co., Ltd. (605289) closed at 49.88, up 7.57% with a trading volume of 95,400 shares [1] - Nenghuizhi (301046) closed at 22.69, up 4.51% with a trading volume of 86,400 shares [1] - Shenghui Integration (603163) closed at 40.56, up 4.46% with a trading volume of 124,900 shares [1] Decliners in Professional Engineering Sector - Shikong Technology (605178) closed at 25.07, down 4.89% with a trading volume of 54,100 shares and a transaction value of 138 million [2] - Tongguan Mining Construction (920019) closed at 24.93, down 3.33% with a trading volume of 47,700 shares and a transaction value of 120 million [2] - Yongfu Co., Ltd. (300712) closed at 26.60, down 2.67% with a trading volume of 48,200 shares and a transaction value of 129 million [2] Capital Flow Analysis - The professional engineering sector saw a net inflow of 172 million from main funds, while retail funds experienced a net outflow of 82.72 million [2] - Notable net inflows from main funds included Rishang Group (1.22 million) and Shensanda A (1.03 million) [3] - Significant net outflows from retail funds were observed in Rishang Group (-6.23 million) and Shensanda A (-7.60 million) [3]

Market Performance - The professional engineering sector increased by 2.5% on August 25, with Sentai Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3883.56, up 1.51%, while the Shenzhen Component Index closed at 12441.07, up 2.26% [1] Top Gainers - Sentai Co., Ltd. (603098) closed at 14.73, up 10.01% with a trading volume of 327,200 shares and a transaction value of 465 million [1] - Yaxiang Integration (603929) also rose by 10.01% to 38.59, with a transaction value of 261 million [1] - Shenghui Integration (603163) increased by 10.00% to 38.83, with a transaction value of 310 million [1] - Aiman Co., Ltd. (605289) saw an 8.59% rise to 46.37, with a transaction value of 387 million [1] Top Losers - Haibo Vehicle Technology (300517) decreased by 4.63% to 12.35, with a transaction value of 132 million [2] - Honglu Steel Structure (002541) fell by 1.84% to 18.10, with a transaction value of 203 million [2] - Xiangcheng Co., Ltd. (601133) dropped by 1.47% to 13.40, with a transaction value of 284 million [2] Capital Flow - The professional engineering sector experienced a net inflow of 25.08 million from main funds, while retail funds saw a net outflow of 14.98 million [2] - Major stocks like Shenghui Integration (603163) had a net inflow of 91.86 million from main funds, while retail funds showed a net outflow of 38.95 million [3] - Sentai Co., Ltd. (603098) had a net inflow of 43.35 million from main funds, with retail funds experiencing a net outflow of 769,850 [3]

Core Insights - As of August 22, a total of 116 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more [1] - The stock with the longest consecutive net buying days is China Power, which has seen net buying for 12 consecutive trading days [1] - Other notable stocks with significant net buying days include Huasheng Technology, Nanjing Bank, Design Institute, Meng Tian Home, Sente Co., Sun Paper, Longjian Co., and Shapuaisi [1]

Core Viewpoint - SenTiss Group Co., Ltd. and Telai Electric New Energy Co., Ltd. have signed a strategic cooperation agreement to enhance collaboration in various fields, including building-integrated photovoltaics (BIPV), zero-carbon park construction, charging and energy storage operations, and smart energy management [1] Group 1 - The partnership aims to create an integrated zero-carbon transportation green energy demonstration model combining photovoltaics, energy storage, and charging [1] - Both companies will leverage their respective resources and technological advantages to deepen cooperation [1]

Investment Rating - The investment rating for the industry is "Strongly Recommended" for companies like 阳光电源 and 艾罗能源, while 德业股份 is rated as "Increase Holding" [2]. Core Insights - Indonesia has announced a large-scale solar and storage plan, aiming to deploy "1MW solar + 4MWh storage" microgrid systems in 80,000 villages, totaling 80GW of solar and 320GWh of storage, with an estimated investment in the trillion RMB range [1][7][10]. - The country's electricity infrastructure is underdeveloped, with a significant potential for microgrid solar storage systems due to its geographical challenges and low electricity access [9][10]. - The easing of local content requirements and regulatory restrictions has significantly improved the prospects for solar development in Indonesia, which is expected to drive growth in distributed solar and storage-related enterprises [8][9][10]. Industry Overview - The industry consists of 300 listed companies with a total market capitalization of 600.39 billion RMB, and a circulating market value of 518.13 billion RMB [3]. - The absolute performance of the industry has shown significant growth, with a 58.5% increase over 12 months [5]. Related Companies - 阳光电源 has been involved in overseas storage business for over a decade and is expected to benefit significantly from the Indonesian market [30]. - 艾罗能源 focuses on distributed solar and storage systems, with a growing presence in emerging markets [31]. - 森特股份 has signed a strategic cooperation with Indonesia's largest rural cooperative to promote integrated solar storage solutions [32]. - 德业股份 has strong competitiveness in household storage systems and is well-positioned in emerging markets [33].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | еозага | 百利科技 | 5.55 | -1.94% | 17.22万 | | 9609.76万 | | 920019 | 铜冠矿建 | 24.56 | -1.60% | 3.29万 | | 8100.67万 | | 002469 | 三维化学 | 9.03 | -1.31% | 22.53万 | | 2.04亿 | | 603637 | 镇海股份 | 11.01 | -1.08% | 6.30万 | | 6921.30万 | | 601618 | 與世圖世 | 3.28 | -0.91% | 134.42万 | | 4.39 Z | | 835857 | 百甲科技 | 7.72 | -0.90% | 4.07万 | | 3138.16万 | | 300029 | *ST天龙 | 6.27 | -0.63% | 6.94万 | | 4401.90万 | | 000065 | 北方国际 | 12.19 | -0.49% | 27 ...

Group 1 - The Shanghai Composite Index is at 3783.05 points, above the five-day moving average, with a change of 0.32% [1] - The total trading volume of A-shares today is 1,080.3 billion yuan [1] - A total of 276 A-shares have prices that have surpassed the five-day moving average, with notable stocks including San Chuan Wisdom, Ping Gao Co., and Tong Hui Electronics, showing divergence rates of 13.32%, 13.23%, and 9.93% respectively [1] Group 2 - The top three stocks with the highest divergence rates from the five-day moving average are: - San Chuan Wisdom (300066) with a price increase of 20.06% and a divergence rate of 13.32% [2] - Ping Gao Co. (688227) with a price increase of 19.99% and a divergence rate of 13.23% [2] - Tong Hui Electronics (833509) with a price increase of 16.85% and a divergence rate of 9.93% [2] - Other notable stocks include Ding Tai Gao Ke (301377) with a divergence rate of 8.41% and An Fu Technology (603031) with a divergence rate of 7.32% [2]

| 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-08-20 | 611.28万 | 2.04亿 | 2.90% | | 2025-08-19 | 973.82万 | 1.98亿 | 2.91% | | 2025-08-18 | 2404.27万 | 1.88亿 | 2.82% | | 2025-08-15 | -395.45万 | 1.65 Z | 2.37% | | 2025-08-14 | 1674.25万 | 1.69 Z | 2.48% | 融券方面，当日融券卖出0.0股，融券偿还500.0股，融券净买入500.0股，融券余量2.53万股。 证券之星消息，8月20日，森特股份（603098）融资买入6071.38万元，融资偿还5460.1万元，融资净买 入611.28万元，融资余额2.04亿元，近3个交易日已连续净买入累计3989.37万元。 融资融券余额2.05亿元，较昨日上涨3.08%。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- ...