8月15日，A股大面积回暖，光伏板块再度异军突起！费率最低档的光伏龙头ETF（516290）爆量大涨近4%，盘中一度涨超4%，成交额放量至4000万元！ 光伏龙头ETF（516290）标的指数成分股多数冲高，捷佳伟创涨超11%，石英股份涨10%，联泓新科、科士达10cm涨停，阳光电源涨超8%，通威股份、晶澳 科技涨超7%，隆基绿能、正泰电器等涨幅居前！ 【光伏龙头ETF（516290）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 历史零额 | 估自权重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 | 电力设备 | 8.18% | 55.00亿 | 12.28% | | 2 | 601012 | 降其绿能 | 电力设备 | 3.34% | 13.46 Z | 9.36% | | 3 | 000100 | TCL科技 | 电子 | 1.36% | 5.38 Z | 9.12% | | ব | 600089 | 特变电工 | 电力设备 | 1.72% | 4.81亿 | 7.03% ...

证券之星消息，8月14日光伏设备板块较上一交易日下跌2.14%，*ST金刚领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。光伏设备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) | | | --- | --- | --- | --- | --- | --- | --- | | 688717 | 艾罗能源 | 65.61 | 2.16% | 5.00万 | | 3.25 乙 | | 688516 | 圆特维 | 36.75 | 1.21% | 7.76万 | | 2.85亿 | | 605117 | 德业股份 | 56.05 | 0.79% | 32.89万 | | 18.45 Z | | 300345 | रूहिक्किस्ट | 7.55 | 0.67% | 20.73万 | | 1.57亿 | | 603381 | 永钰股份 | 21.51 | 0.42% | 3.07万 | | 6603.00万 | | 300763 | 锦浪科技 | 64.20 | 0.22% | 18.88万 | | 1 ...

天眼查商业履历信息显示，宁波德业科技股份有限公司，成立于2000年，位于宁波市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本63811.0297万人民币，实缴资本1585万人 民币。公司法定代表人为ZHANG DONG YE。 通过天眼查大数据分析，宁波德业科技股份有限公司共对外投资了19家企业，参与招投标项目30次，知 识产权方面有商标信息35条，专利信息107条，此外企业还拥有行政许可5个。 金融界消息 截至2025年8月13日收盘，德业股份（605117）报收于55.61元，上涨6.8%，换手率4.86%， 成交量43.97万手，成交金额24.00亿元。 资金流向方面，今日主力资金净流入2.44亿元，占比成交额10.16%。其中，超大单净流入1.97亿元、占 成交额8.22%，大单净流入4646.40万元、占成交额1.94%，中单净流出流出19133.79万元、占成交额 7.97%，小单净流出5239.66万元、占成交额2.18%。 德业股份最新一期业绩显示，截至2025一季报，公司营业总收入25.66亿元、同比增长36.24%，归属净 利润7.06亿元，同比增长62.98%， ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵司为SunSynk等品牌代工虽快速打开市场，但品牌溢 价薄弱，且物料种类、运营成本将上升，管理层将如何解决这些问题？如何将聚焦产品、客户第一的原 则贯彻下去？这种代工模式是贵司的长期生意模式还是短期行为？ 德业股份（605117.SH）8月12日在投资者互动平台表示，公司在稳固既有优势市场的同时，已开拓众多 新兴市场，并进一步扩大公司品牌知名度和美誉度，2024年度逆变器自主品牌销售收入占比约73%，贴 牌销售收入占比约27%。 ...

Group 1 - The core viewpoint of the article emphasizes the growth and potential of the home energy storage and portable energy storage markets, highlighting significant increases in shipment volumes and market forecasts for 2024 and beyond [3][4][10] - The global home energy storage shipment volume is projected to reach 27.8 GWh in 2024, with a year-on-year growth of 19%, and China accounting for 75% of the shipments [3] - The competitive landscape for home energy storage systems is dominated by Chinese companies, with the top 10 global players including Huawei, BYD, and Aier Energy [3] Group 2 - The portable energy storage market is expected to ship 11 million units in 2024, reflecting a 90% year-on-year increase, with the U.S. being the largest and most mature market [4] - The fastest-growing markets for portable energy storage in 2024 include Ukraine, driven by energy shortages due to the ongoing conflict [4] - The top 10 global portable energy storage companies include EcoFlow, BLUETTI, and Jackery, with significant competition expected in the next 2-3 years [5] Group 3 - The upcoming 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will focus on high safety standards and building a new ecosystem for the industry [6][8] - The forum will gather over 600 key decision-makers from the industry to discuss technological breakthroughs and safety challenges [10][11] - The agenda includes discussions on safety standards, battery technology trends, and market strategies for Southeast Asia and the Middle East [9][10]

（记者 毕陆名） 德业股份（605117.SH）8月12日在投资者互动平台表示，公司已关注到钠离子电池在储能领域的应用， 正在对技术和产品进行研究、探讨，在可行的前提下企业向更多领域拓展。 每经AI快讯，有投资者在投资者互动平台提问：目前贵司的储能电池主要是磷酸铁锂+三元，而成本更 低的钠离子储能电池目前在贵司的开发进度如何？面对竞争对手可能在今年年底发布的钠离子储能电 池，贵司将如何应对？ ...

（记者 毕陆名） 每经AI快讯，有投资者在投资者互动平台提问：为应对欧盟2026年CBAM碳税的实施，贵司的匈牙利工 厂进度如何？能否在今年年底正式投产？ 德业股份（605117.SH）8月12日在投资者互动平台表示，目前公司计划在马来西亚投资建设生产基地， 公司已披露相关公告，内容详见上海证券交易所网站，除此以外，公司暂无其他海外工厂投资建设的规 划。 ...

格隆汇8月12日丨德业股份(605117.SH)在互动平台表示，公司已关注到钠离子电池在储能领域的应用， 正在对技术和产品进行研究、探讨，在可行的前提下企业向更多领域拓展。 ...

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the electric equipment and new energy industry [1]. Core Viewpoints - The World Robot Conference showcased over 1,500 robot products, indicating a growing interest and innovation in robotics [3]. - The photovoltaic industry chain prices remain stable, with expectations for continued price stability in the near term [6][7][8][9]. Summary by Relevant Sections Investment Recommendations - Preferred stocks include: - Aishuo Co., Ltd. (600732.SH) - Buy - B - Longi Green Energy (601012.SH) - Buy - B - Daqian Energy (688303.SH) - Buy - B - Fulete (601865.SH) - Buy - A - Hengdian East Magnetic (002056.SZ) - Buy - A - Sungrow Power Supply (300274.SZ) - Buy - A - Canadian Solar (688472.SH) - Buy - A - Deyang Co., Ltd. (605117.SH) - Buy - A - Langxin Group (300682.SZ) - Buy - B - Quartz Co., Ltd. (603688.SH) - Buy - A [2]. Market Trends - The multi-crystalline silicon price is stable at 44.0 CNY/kg, with a slight decrease in transaction volume compared to the previous week [6]. - The silicon wafer prices remain unchanged, with N-type silicon wafers priced at 1.20 CNY/piece for 182-183.75mm and 1.35 CNY/piece for 182*210mm [7]. - Battery cell prices are stable, with N-type battery cells priced at 0.290 CNY/W for 182-183.75mm and 0.285 CNY/W for 182*210mm [8]. - Module prices are also stable, with TOPCon double-glass modules priced at 0.685 CNY/W and N-type HJT modules at 0.830 CNY/W [9]. Policy and Regulatory Developments - The National Energy Administration is establishing a "green channel" for large-scale wind and photovoltaic bases to better meet the needs of new energy development [5]. - The China Photovoltaic Industry Association is soliciting opinions on the draft amendment to the Price Law, focusing on price behavior norms and regulatory mechanisms [4].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for selected companies within the electric power equipment and new energy sector [3]. Core Insights - The photovoltaic sector is experiencing demand front-loading, with supply-side reforms needing close observation. The report emphasizes that significant demand growth is essential for market expansion, but limited absorption capacity and mismatched demand in overseas markets complicate the situation. Policy intervention is deemed crucial for the industry's recovery [1][13]. - In the energy storage segment, demand remains robust, but market dynamics are shifting. The report expresses optimism about large-scale storage despite concerns that it may follow the path of photovoltaics. The focus is on high-quality products and integrated service solutions, with expectations for profit margins to stabilize around 20-25% [2][7]. - The lithium battery sector faces challenges due to weak pricing power in the materials segment, driven by supply-demand imbalances. The report notes that the industry's effective capacity utilization is projected to hover around 60-65%, with leading battery manufacturers exerting significant influence over pricing and production cycles [6][12]. Summary by Sections Photovoltaics - Demand has been front-loaded, leading to a significant increase in installations, with 212.21 GW added in the first half of 2025, a 107.1% year-on-year increase. However, the market saw a sharp decline in June, indicating potential overcapacity and absorption issues [13][16]. - The report highlights the need for supply-side reforms and policy support to stabilize the industry, as the current market dynamics are characterized by a mismatch between supply and demand [1][19]. Energy Storage - The report indicates a positive outlook for large-scale energy storage, with expectations for profit margins to stabilize at 20-25%. The competitive landscape is evolving, with a focus on high-quality integrated solutions [2][7]. - The report also notes that the distributed energy storage market is entering a new phase, with competition intensifying and previous easy profits becoming harder to achieve [5][12]. Lithium Batteries - The lithium battery sector is experiencing a lack of pricing power in the materials segment, with effective capacity utilization projected at 60-65%. The report suggests that leading manufacturers are likely to dominate pricing and production cycles, impacting smaller players [6][12]. - The report emphasizes the need for material suppliers to adapt through cost reduction and technological advancements to remain competitive in a challenging market [6][12]. Investment Recommendations - The report suggests that the electric new energy sector is in a phase of "repeated games," with expectations for growth and recovery being tempered by market realities. The priority for sector recovery is seen as energy storage, followed by power batteries and photovoltaics [7][8]. - Selected companies such as Tongwei Co., Longi Green Energy, and Aiko Solar are highlighted as potential investment opportunities due to their competitive advantages in management, cost, and technology [8].