● 本报记者 刘英杰 国家能源局日前发布的数据显示，2025年，全国光伏新增装机3.17亿千瓦，同比增长14%，其中集中式 光伏新增1.64亿千瓦，分布式光伏新增1.53亿千瓦。截至2025年12月，全国光伏发电装机容量达到12亿 千瓦，同比增长35%，我国光伏产业保持快速发展势头，能源绿色低碳转型取得显著成效。 在海外市场方面，太空光伏概念持续火热。消息面上，特斯拉CEO埃隆·马斯克日前在达沃斯论坛上公 开表示："未来三年，特斯拉与SpaceX将联手在美国建设100GW光伏产能，为太空光伏布局筑牢地面制 造基础。"2月14日，马斯克在社交媒体上表示："太阳能将全面主导未来的电力生产体系。" 太空光伏概念持续升温，正成为备受资本市场瞩目的新赛道。数据显示，光伏概念指数2月24日上涨 1.70%。指数成分股中，协鑫集成（002506）、南网能源（003035）、嘉泽新能（601619）涨停，石英 股份（603688）涨超9%，国晟科技（603778）、金开新能（600821）、电投绿能（000875）等跟涨。 近日，由内蒙古能源集团投资建设的达拉特旗50万千瓦防沙治沙光伏一体化项目已全容量并网发电。据 悉，作为 ...

证券代码：603778 证券简称：国晟科技 公告编号：临2026-013 国晟世安科技股份有限公司 关于控股股东部分股份解除质押及质押的公告 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。 重要风险提示： ● 国晟能源股份有限公司（以下简称"国晟能源"）持有本公司股份108,295,827股，占公司股份总数的 16.49%。本次解除质押股份数量为24,700,000股，本次质押股份数量为2,100,000股。本次解质押和质押 后，国晟能源累计质押股份数量为63,900,000股，占其持股数量的比例为59.01%。 国晟世安科技股份有限公司（以下简称"公司"或"本公司"）近日收到控股股东国晟能源通知，获悉其所 持有本公司的部分股份被解除质押及质押，具体情况如下： 一、本次股份解质押及质押情况 1、本次股份解除质押情况 ■ 2、本次股份质押基本情况 ■ 上述质押日期以主债权到期日为准，可提前终止。 本次质押股份不涉及用作重大资产重组业绩补偿等事项的担保或其他保障用途的情况。 二、股东累计质押股份情况 2、国晟能源不存在通过非经营性 ...

证券代码：603778 证券简称：国晟科技 公告编号：临 2026-013 国晟世安科技股份有限公司 关于控股股东部分股份解除质押及质押的公告 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。 重要风险提示： 国晟能源股份有限公司（以下简称"国晟能源"）持有本公司股份 108,295,827 股，占公司股份总数的 16.49%。本次解除质押股份数量为 24,700,000 股，本次质押股份数量为 2,100,000 股。本次解质押和质押后，国晟能源累计质 押股份数量为 63,900,000 股，占其持股数量的比例为 59.01%。 国晟世安科技股份有限公司（以下简称"公司"或"本公司"）近日收到控 股股东国晟能源通知，获悉其所持有本公司的部分股份被解除质押及质押，具体 情况如下： 一、本次股份解质押及质押情况 单位：股 | | | | | | | | | | 况 | 已质押股份情 | | | 况 | | 未质押股份情 | | | --- | --- | --- | --- | --- | --- | --- | --- | -- ...

国晟科技公告称，控股股东国晟能源持有公司108,295,827股，占比16.49%。2月12日，其解除质押 24,700,000股，占其所持股份22.81%；2月13日，质押2,100,000股，占比1.94%，用于自身经营需要。解 质押和质押后，国晟能源累计质押63,900,000股，占其持股59.01%。未来半年内到期质押股份2180万 股，占其持股20.13%。此外，国晟能源正按计划支付业绩补偿款12,983.85万元，已支付6,583.85万元。 ...

Market Performance - The film and television, media, and short drama game sectors saw significant gains, while cultivated diamonds, gold concepts, liquor, and photovoltaic equipment sectors declined [1] - The media sector experienced a surge with over 10 stocks hitting the daily limit up, including Duoke Culture, Zhongwen Online, and Rongxin Culture [1] Stock Performance - Notable gainers included: - Duoke Culture: +20.03% at 13.90 - Zhongwen Online: +20.01% at 42.34 - Rongxin Culture: +20.00% at 50.69 - Liujin Technology: +16.82% at 16.25 - Zhongxin Publishing: +10.93% at 34.70 [2] - Conversely, the photovoltaic equipment sector saw declines, with Guosheng Technology down over 9% and Shuangliang Energy down over 7% [3][4] Market Activity - The total trading volume in the Shanghai and Shenzhen markets was 2.11 trillion, a decrease of 143.9 billion from the previous trading day, with over 3,100 stocks declining [5] - As of the market close, the Shanghai Composite Index rose by 0.13%, the Shenzhen Component Index increased by 0.02%, while the ChiNext Index fell by 0.37% [6] Capital Flow - Main capital inflows were observed in the media, computer, and pharmaceutical sectors, while there were outflows from power equipment, non-bank financials, and retail sectors [7] - Specific stocks with significant net inflows included: - Light Media: 2.957 billion - Zhongwen Online: 2.079 billion - Sanhua Intelligent Control: 1.444 billion [7] Institutional Insights - CITIC Securities maintains an optimistic outlook on precious and non-ferrous metal prices through 2026 [8] - China Galaxy Securities views the current moment as a new starting point for the storage chip sector [8] - Huatai Securities is optimistic about the continued global market share growth of domestic engineering machinery manufacturers [8]

诺安多策略混合A（320016）基金经理为孔宪政。 截至发稿，孔宪政累计任职时间5年77天，现任基金资产总规模66.75亿元，任职期间最佳基金回报 104.01%， 任职期间最差基金回报-16.74%。 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。 资料显示，国晟世安科技股份有限公司位于北京市海淀区海淀大街38号楼909-910，成立日期2002年11 月5日，上市日期2015年12月31日，公司主营业务涉及园林工程施工和园林景观设计,已形成科技研发、 苗木种植与养护、园林景观设计、工程施工一体化经营的全产业链业务模式。主营业务收入构成为：光 伏行业100.31%。 从国晟科技十大流通股东角度 数据显示，诺安基金旗下1只基金位居国晟科技十大流通股东。诺安多策略混合A（320016）三季度新 进十大流通股东，持有股数392.97万股，占流通股的比例为0.61%。根据测算，今日浮亏损失约337.95 万元。 诺安多策略混合A（3200 ...

Core Viewpoint - Elon Musk is significantly influencing the Chinese A-share photovoltaic sector, with his comments on solar energy and its potential to provide substantial power, which has led to a surge in stock prices within the sector [2][3][4]. Group 1: Market Reaction - On January 23, 2026, following Musk's remarks at the World Economic Forum, 24 photovoltaic stocks in China hit their daily limit up, with the photovoltaic index rising by 7.46% [2]. - Two weeks later, Musk's interest in Chinese photovoltaic companies, including JinkoSolar and TCL Zhonghuan, further ignited stock price increases, with many stocks reaching their daily limit up again [3]. - The excitement surrounding Musk's "space photovoltaic" vision has injected new vitality into the previously stagnant A-share photovoltaic market [3][4]. Group 2: Industry Context - The photovoltaic industry is currently facing challenges, with nearly 70% of A-share photovoltaic companies reporting losses due to low prices in the supply chain [8]. - Despite some companies showing signs of recovery, the overall market sentiment remained negative, as indicated by a 4.10% decline in the Wind photovoltaic index during a week of earnings announcements [8]. - Musk's "space photovoltaic" concept has shifted the focus of the industry from terrestrial applications to potential space-based solutions, which could represent a new growth avenue for the sector [12]. Group 3: Future Prospects - Analysts predict that the "space photovoltaic" market could become a significant growth area, with estimates suggesting a market size of approximately 295 billion RMB by 2030, which is ten times the current scale [15]. - Musk's plans for deploying 100GW of solar power in space could potentially open up vast opportunities for new technologies and applications in the photovoltaic sector [15]. - However, the current competitive landscape and the need for immediate solutions to existing challenges in the industry remain pressing concerns [16].

Core Viewpoint - Elon Musk's recent statements and activities have significantly influenced the A-share photovoltaic sector, leading to a surge in stock prices for various companies in this industry [2][3][5]. Group 1: Market Reaction - On January 23, 2026, 24 photovoltaic stocks reached their daily limit up, with the photovoltaic index rising by 7.46%, outperforming the overall market [2]. - Following Musk's remarks about the potential of solar energy in China, several companies, including JinkoSolar and TCL Zhonghuan, saw their stock prices rapidly increase [3][6]. - The A-share photovoltaic sector experienced a collective surge, with stocks like Aotaiwei and Maiwei doubling in price over a two-month period [6]. Group 2: Industry Fundamentals - Despite the recent stock price increases, many photovoltaic companies are still facing financial difficulties, with nearly 70% of 75 companies reporting losses for 2025 [4]. - The photovoltaic industry is currently at a low point, and while some companies are seeing a narrowing of losses, this has not translated into positive market sentiment [4][12]. - The concept of "space photovoltaics" has emerged as a potential new growth area for the industry, driven by the need for new market opportunities amid intense competition in ground-based solar energy [10][13]. Group 3: Future Prospects - Analysts predict that the space photovoltaic market could reach significant sizes, with estimates suggesting a potential market space of 200 billion yuan if 10,000 satellites are launched annually [10]. - Musk's exploration of Chinese photovoltaic companies signals a demand for support from the Chinese supply chain for his space energy ambitions [10][12]. - The push for space photovoltaics may compel companies to focus on new technologies and product quality, potentially leading to a return to value development in the industry [14].

Summary of Key Points Core Viewpoint - The Shanghai Stock Exchange (SSE) reported on its regulatory activities for the week of February 2 to February 6, highlighting measures taken against abnormal trading behaviors and increased scrutiny on specific stocks [1]. Regulatory Actions - SSE implemented self-regulatory measures against 160 cases of abnormal trading behaviors, including price manipulation and false declarations [1]. - Stocks under special monitoring included *ST Zhengping and Guosheng Technology, which exhibited significant abnormal fluctuations [1]. - The SSE conducted special investigations into 11 major corporate events and reported one case of suspected illegal activities to the China Securities Regulatory Commission (CSRC) [1]. Company Supervision - During the week, the SSE's company supervision department issued a total of 30 regulatory letters, which included 6 inquiry letters and 24 operational letters [1]. - The SSE required companies to disclose 4 supplementary or corrective announcements through ongoing supervision [1]. - There was an increase in the linkage between information disclosure and abnormal stock price movements, leading to the initiation of 38 investigations into insider trading and abnormal trading activities [1].

股票交易风险提示公告 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。 证券代码：603778 证券简称：国晟科技 公告编号：临 2026-012 国晟世安科技股份有限公司 公司股票短期内两次触及异常波动，股票价格波动较大，敬请广大投资者注 意投资风险。根据中证指数有限公司发布的相关数据，公司所属电气机械和器材 制造业最新市净率为 3.30，公司市净率为 15.16，高于行业平均水平。 重要风险提示： 国晟世安科技股份有限公司（以下简称"公司"）股票短期内两次触及异 常波动，价格波动较大，敬请广大投资者注意投资风险。 公司所属电气机械和器材制造业最新市净率为3.30，公司市净率为15.16， 高于行业平均水平。 公司预计2025年年度实现归属于上市公司股东的净利润为-65,000万元 到-32,500万元，敬请广大投资者注意公司业绩风险。 公司于2025年10月14日披露了《关于对外投资暨关联交易的公告》，本次 对外投资事项将使公司承担一定的流动性风险，项目贷款资金尚未到位，投资标 的尚未开展实际经营，存在可能无法实现预期收益的 ...