Group 1 - The photovoltaic equipment sector experienced a decline, with significant drops in stock prices [1] - Aotaiwei saw a decrease of over 10%, while Junda shares approached the daily limit down [1] - Other companies such as Jincheng shares, Maiwei shares, and Dongfang Risheng also followed the downward trend [1]

Investment Rating - The report suggests focusing on companies benefiting from supply-side reforms, technological iterations, and marginal changes in demand expectations, with a long-term view on efficient technologies and leading companies in the industry [4] Core Insights - The photovoltaic equipment industry index decreased by 6.19% during the week of January 26 to January 30, 2026, underperforming the broader market index by 5.18 percentage points [12][14] - Key companies in the photovoltaic equipment sector showed varied performance, with notable gains from Yamaton, Jincheng Co., and others, while significant losses were observed in Mingguan New Materials and others [17] - The report highlights the stability in prices of key materials such as silicon, wafers, and batteries, with slight increases in component prices [19] Summary by Sections Market Performance - The Shanghai Composite Index increased by 0.08%, while the photovoltaic equipment industry index fell by 6.19%, indicating a challenging week for the sector [12][14] Industry Chain Price Trends - As of January 21, 2026, the prices for key materials were as follows: silicon at 59 CNY/kg, wafers at 1.50 CNY/piece, batteries at 0.42 CNY/W, and components at 0.81 CNY/W, with a slight increase in component prices [19] Industry News - Guangdong province is advancing offshore photovoltaic construction as part of its action plan for high-quality marine economic development, promoting the integration of offshore wind and photovoltaic projects [26] - The National Energy Administration announced that by 2025, the country expects to add over 430 million kW of wind and solar capacity, with significant investments in renewable energy projects [27][28]

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。 证券代码：603396 证券简称：金辰股份 公告编号：2026-011 营口金辰机械股份有限公司 关于控股股东、实际控制人之一致行动人减持股份计 划实施完毕暨减持股份结果公告 重要内容提示： 控股股东、实际控制人之一致行动人持股的基本情况 本次减持股份计划实施前，北京金辰映真企业管理有限公司（以下简称"北 京金辰"）持有营口金辰机械股份有限公司（以下简称"公司"）无限售条件流 通股 5,350,000 股，占公司股份总数的 3.86%，股份来源于公司 IPO 前已取得的 股份及上市后以资本公积金转增股本方式取得的股份； 减持计划情况 公司于 2025 年 12 月 13 日在上海证券交易所（www.sse.com.cn）披露了《关 于控股股东、实际控制人之一致行动人减持股份计划的公告》（公告编号： 2025-069）。北京金辰计划于 2026 年 1 月 7 日至 2026 年 4 月 6 日期间，通过集 中竞价方式，减持公司无限售条件流通股不超过 1,337,500 ...

声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 02月04日消息，截止13:20，钙钛矿电池板块走强，中来股份、泽润新能、拓日新能涨停，东方日升、 阿石创、琏升科技、金晶科技、金辰股份等个股涨幅居前。 ...

浙商机械 邱世梁丨王华君【金辰股份】光伏+半导体+氢能设备布局全面，受益多产业浪潮 #光伏设备：PERTOP+HJT+钙钛矿+组件设备多轮驱动，受益新型技术需求 1)PERTOP2.0高效电池生产线：工艺过程包含清洗制绒、硼扩散、原位掺杂，镀正背膜、金属化等11道核心工序， 年产能超2.0GW，电池转换效率达到25.1%-25.6%。 4）光伏组件设备：提供1.3GW组件整线解决方案。 #半导体设备：卧式PVD设备成功出货，成功切入半导体新领域 1）2025年11月公司向成都鼎泰新材料有限责任公司交付的卧式PVD设备正式成功出货。 该设备专项应用于半导体领域，核心功能明确为"钼基底表面镀钌"，为半导体器件生产环节提供关键工艺装备。 #氢能设备：全链装备，覆盖氢能核心制造环节 风险提示：光伏行业技术迭代风险、光伏行业价格波动风险 【迈为股份、奥特维、东方日升、杭州科林、金辰股份、德龙激光、上海港湾、弘元绿能、钧达股份、苏州固锝 等】等；期待太空光伏进展超预期！增量信息欢迎沟通 2）HJT异质结电池生产线：包含清洗制绒、PECV 浙商机械 邱世梁丨王华君【金辰股份】光伏+半导体+氢能设备布局全面，受益多产业浪潮 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603396 证券简称：金辰股份 公告编号：2026-010 营口金辰机械股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动 触及1%刻度的提示性公告 公司控股股东、实际控制人及其一致行动人保证向本公司提供的信息真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 ■ 3.一致行动人信息 ■ 二、权益变动触及1%刻度的基本情况 营口金辰机械股份有限公司（以下简称"公司"）于2025年12月13日在上海证券交易所 （www.sse.com.cn）披露了《关于控股股东、实际控制人之一致行动人减持股份计划的公告》（公告编 号：2025-069）。北京金辰映真企业管理有限公司（以下简称"北京金辰"）拟通过集中竞价方式减持其 所持有的公司无限售条件流通股不超过1,337,500股，拟减持数量不超过公司总股本的0.97%，减持价格 将根据减持实施时的市场价格确定，减持期间为自减 ...

Group 1 - Company Sunlight Power (300274) is a leading domestic enterprise in photovoltaic inverters, covering the entire industry chain including energy storage systems and photovoltaic power station development [1][43] - The company has strong technical capabilities in power electronics and system integration, with products suitable for various applications including residential, commercial, and large-scale ground power stations [1][43] - In the space photovoltaic and computing power sector, Sunlight Power's technology can be adapted for space applications, providing stable power support for space computing centers [1][43][44] Group 2 - Longi Green Energy (601012) is a leading domestic photovoltaic company focusing on the research and production of monocrystalline silicon rods and wafers, with a complete vertical integration in the industry chain [2][45] - The company excels in new generation high-efficiency battery technologies such as N-type TOPCon and HJT, with significant cost control and technical advantages [2][45] - Longi's ultra-thin silicon wafer technology meets the stringent requirements for space photovoltaic components, enabling reduced weight and improved energy efficiency for space computing centers [2][45] Group 3 - Tongwei Co., Ltd. (600438) is a dual leader in photovoltaic silicon materials and battery production, with a strong focus on high-purity crystalline silicon and photovoltaic battery manufacturing [3][46] - The company has a high market share in high-purity silicon production and is well-positioned to meet the rigorous standards required for space photovoltaic components [3][46] - Tongwei's efficient battery technology can enhance power generation in space photovoltaic applications, positioning the company as a key supplier in the space photovoltaic supply chain [3][46] Group 4 - Deye Technology (605117) is a quality enterprise with core businesses in dehumidification equipment and photovoltaic energy storage systems, excelling in household and commercial energy storage solutions [4][43] - The company's energy storage technology is crucial for providing stable energy supply in space photovoltaic applications, addressing intermittent power generation issues [4][43][44] - Deye's experience in developing equipment for extreme environments positions it well to adapt products for space applications [4][43] Group 5 - Jingcheng Machinery (300316) is a leading domestic enterprise in photovoltaic crystal growth equipment, focusing on high-end equipment for photovoltaic manufacturing [5][6] - The company's technology supports the production of high-purity silicon crystals and ultra-thin silicon wafers, essential for space photovoltaic components [5][6] - As the space photovoltaic industry matures, Jingcheng is expected to provide core manufacturing equipment for the space photovoltaic supply chain [5][6] Group 6 - Maiwei Co., Ltd. (300751) is a leading enterprise in photovoltaic battery equipment, specializing in HJT and perovskite tandem battery technologies [7][41] - The company's equipment is crucial for the mass production of high-efficiency batteries that meet the stringent requirements of space photovoltaic applications [7][41] - Maiwei's technology can support the development of space-specific battery manufacturing equipment, enhancing energy system efficiency for space computing centers [7][41] Group 7 - Foster (603806) is a global leader in photovoltaic packaging materials, focusing on EVA and POE films, with a strong market presence [8][43] - The company's packaging materials are essential for ensuring the durability and performance of photovoltaic components in extreme space environments [8][43] - Foster aims to develop specialized packaging materials for space applications, enhancing the reliability of space photovoltaic systems [8][43] Group 8 - JinkoSolar (002459) is a global leader in photovoltaic modules, with a comprehensive business model covering silicon wafers, battery cells, and modules [10][43] - The company has a strong technical foundation and global production capabilities, allowing it to meet diverse application needs [10][43] - JinkoSolar's module manufacturing technology is well-suited for space applications, with the potential to become a core supplier for space photovoltaic systems [10][43] Group 9 - TCL Zhonghuan (002129) is a core enterprise in the silicon wafer sector, focusing on monocrystalline silicon materials and semiconductor materials [12][43] - The company's high-purity silicon technology is critical for space photovoltaic components, meeting the stringent requirements for purity and performance [12][43] - TCL Zhonghuan is positioned to develop space-specific silicon products, enhancing its role in the space photovoltaic supply chain [12][43] Group 10 - Aerospace Electromechanical (600151) is a leading enterprise in the integration of aerospace and photovoltaic technologies, covering the entire industry chain from component manufacturing to power station operation [19][43] - The company's aerospace power technology can be directly applied to space photovoltaic systems, providing essential energy management solutions [19][43] - With its experience in satellite systems, Aerospace Electromechanical is well-positioned to participate in the development of space computing centers [19][43]

Group 1 - Zairun New Energy focuses on the research and development of perovskite battery core materials and equipment, with a strong emphasis on high-purity and high-stability products suitable for large-scale production [1] - The company has completed multiple pilot tests and its product performance has been validated by third-party authorities [1] - Zairun's high-radiation-resistant perovskite precursor materials enhance battery stability in extreme space environments, positioning the company to become a core supplier in the space photovoltaic supply chain [1] Group 2 - Aotwei is a leading domestic photovoltaic equipment enterprise, with early layouts in perovskite production line equipment and technology covering key processes such as laser etching and thin film deposition [2] - The company's self-developed laser repair equipment significantly improves battery yield and is at the forefront of industry standards [2] - Aotwei's equipment optimizes battery manufacturing processes to meet the stringent requirements of space photovoltaic applications, potentially making it a core supplier in this sector [2] Group 3 - Haiyou New Materials is a core supplier of photovoltaic packaging materials, focusing on the development of POE films and back sheets for perovskite batteries [3] - The company has developed radiation-resistant packaging films that ensure long-term stable operation of perovskite batteries in space environments [3] - As the space photovoltaic market scales, Haiyou is positioned to become a key supplier of packaging materials for perovskite batteries [3] Group 4 - Gaoce Co., Ltd. is a leading domestic company in photovoltaic cutting equipment and silicon wafer processing, actively developing ultra-thin silicon cutting technology for perovskite batteries [4] - The company's ultra-thin silicon wafers, with thicknesses as low as 50μm, meet the lightweight requirements of perovskite batteries [4] - Gaoce's technology supports the stringent demands of space photovoltaic applications, positioning it to become a core supplier of silicon wafers for perovskite batteries [4]

证券代码：603396 证券简称：金辰股份 公告编号：2026-010 营口金辰机械股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动 触及 1%刻度的提示性公告 公司控股股东、实际控制人及其一致行动人保证向本公司提供的信息真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少 | | --- | --- | --- | --- | | 权益变动前合计比例 | 42.16% | | | | 权益变动后合计比例 | 41.44% | | | | 本次变动是否违反已作出的承 诺、意向、计划 | 是□ | 否 | | | 是否触发强制要约收购义务 | 是□ | 否 | | 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | 控股股东/实际控制人及其一致行动人 | | --- | --- | | | □其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实 ...

格隆汇2月3日丨金辰股份(603396.SH)公布，公司于2026年2月3日收到股东出具的《关于营口金辰机械 股份有限公司控股股东、实际控制人及其一致行动人权益变动触及1%刻度的告知函》，获悉自2026年2 月2日至2026年2月3日期间，公司控股股东、实际控制人之一致行动人北京金辰通过集中竞价方式累计 减持公司无限售条件流通股100万股，占公司总股本的0.72%。本次权益变动后，公司控股股东、实际 控制人及其一致行动人合计持有公司的股份比例由42.16%减少至41.44%，本次权益变动比例触及1%刻 度。 ...