从资金流向上来看，当日专业工程板块主力资金净流入2507.61万元，游资资金净流出1009.12万元，散户 资金净流出1498.49万元。专业工程板块个股资金流向见下表： 证券之星消息，8月25日专业工程板块较上一交易日上涨2.5%，森特股份领涨。当日上证指数报收于 3883.56，上涨1.51%。深证成指报收于12441.07，上涨2.26%。专业工程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) | | --- | --- | --- | --- | --- | --- | | 603098 | 森特股份 | 14.73 | 10.01% | 32.72万 | 4.65亿 | | 603929 | 亚翔集成 | 38.59 | 10.01% | 6.93万 | 2.61亿 | | 603163 | 圣晖集成 | 38.83 | 10.00% | 8.00万 | 3.10亿 | | 605289 | 爱曼股份 | 46.37 | 8.59% | 8.62万 | 3.87亿 | | 300712 | 永福股份 | 27.33 | 6.30% | 9.17万 ...

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 | | --- | --- | --- | --- ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 603098 | 森特股份 | 12.40 | -4.25% | 37.10万 | 4.65亿 | | 000065 | 北方国际 | 12.54 | -3.02% | 73.13万 | 2660.6 | | 002051 | 中工国际 | 9.09 | -2.68% | 46.39万 | 4.22亿 | | 603929 | 亚翔集成 | 35.33 | -2.40% | 5.00万 | 1.78亿 | | 000928 | 中钢国际 | 6.64 | -2.06% | 51.36万 | 3.42 乙 | | 605289 | 爱曼股份 | 40.79 | -2.04% | 4.59万 | 1.89亿 | | 605598 | 肥炭奥士 | 27.75 | -1.98% | 23.60万 | 6.48亿 | | 300517 | 海波重科 | 12.83 | -1.46% | 6.00万 | 7746.02万 | | 605178 | 时空科技 ...

（编辑 李家琪） 证券日报网讯 8月14日晚间，森特股份发布公告称，公司股票于8月13日、8月14日连续两个交易日内收 盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经自查，公司目前生产经营活动正常， 不存在应披露而未披露的重大事项。公司股票价格短期涨幅较大，可能存在非理性炒作，提醒投资者注 意二级市场交易风险。 ...

证券代码：603098 证券简称：森特股份 公告编号：2025-037 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"）股票连续两个交易日内 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。 二级市场交易风险：截至 2025 年 8 月 14 日收盘，公司收盘价格为 12.66 元。根据中证指数有限公司官网发布的数据，公司所属的行业分类"E 建筑业"门 类下的"E50 建筑装饰",行业最新静态市赢率 24.27，公司的最新滚动市赢率为 72.04，最新行业市净率为 1.96 倍，公司最新市净率为 2.22 倍，均高于同行业上 市公司平均水平。当前公司股票价格短期涨幅较大，可能存在非理性炒作，敬请 广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票于 ...