数据显示，国泰基金旗下1只基金重仓德业股份。国泰中证光伏产业ETF（159864）四季度减持2.52万 股，持有股数17.4万股，占基金净值比例为2.72%，位居第七大重仓股。根据测算，今日浮亏损失约 82.66万元。 国泰中证光伏产业ETF（159864）成立日期2021年7月28日，最新规模5.51亿。今年以来收益17.31%， 同类排名343/5549；近一年收益59.85%，同类排名884/4285；成立以来亏损26.47%。 1月28日，德业股份跌5.03%，截至发稿，报89.60元/股，成交4.91亿元，换手率0.59%，总市值814.36亿 元。 资料显示，宁波德业科技股份有限公司位于浙江省宁波市北仑区大碶甬江南路26号,香港湾仔皇后大道 东183号合和中心46楼，成立日期2000年8月4日，上市日期2021年4月20日，公司主营业务涉及从事蒸发 器、冷凝器和变频控制芯片等部件以及除湿机和空气源热泵热风机等环境电器产品的研发、生产和销 售。主营业务收入构成为：逆变器47.77%，储能电池包25.69%，热交换器15.68%，除湿机7.36%，其他 3.16%，其他(补充)0.34%。 从基金十大 ...

Group 1 - The photovoltaic concept stocks have weakened, with Maiwei Co., Ltd. dropping over 6%, Jiejia Weichuang falling over 5%, and both Sunshine Power and Deye Co., Ltd. declining over 4% [1] - Affected by the market, photovoltaic-related ETFs have decreased by over 2% [1] Group 2 - Various photovoltaic ETFs are showing declines, with the E Fund Photovoltaic ETF at 1.259, down 2.55%, and the Jiashi Photovoltaic ETF at 1.160, down 2.52% [2] - A brokerage firm indicates that China has submitted applications for over 200,000 satellite constellations, marking a new phase of large-scale deployment in commercial space, which will directly drive long-term demand for space photovoltaics [2] Group 3 - The current valuation of the photovoltaic industry remains at a historically low level [3] - Future policies regarding product sales price measures to combat internal competition, mergers and acquisitions among companies, increased industry entry barriers, and improved product quality standards are expected to be implemented [3] - The competitive landscape and industrial chain ecology of the photovoltaic industry are likely to optimize, presenting opportunities for valuation recovery [3]

Summary of Key Points from Conference Call Records Industry Overview - The UK government has launched a £15 billion "Warm Homes Programme" aimed at helping users install photovoltaic systems, energy storage, heat pumps, and insulation materials to alleviate energy shortages, which is expected to leverage a total investment of £38 billion [1][1] Funding Allocation - The funding distribution includes: - £4.4 billion for direct subsidies to low-income households for home upgrades, including photovoltaic systems, energy storage, insulation materials, and clean heating [1][1] - £2.7 billion for heat pump subsidies, with a target of installing 61,000 new heat pumps in 2025, 450,000 by 2030, and 1.5 million by 2035 [1][1] - £1.1 billion for heating network construction [1][1] - £5.3 billion for loan funds [1][1] Market Impact - The subsidies are estimated to stimulate over £100 billion in demand for household storage and heat pump equipment, benefiting early movers in the Chinese market significantly [1][1] Company Insights - **Airo Energy**: A leading player in household storage with a strong market share in Europe. Expected to generate over £400 million in revenue from household storage in the UK by 2025, and has begun small-scale supply of home heat pumps [1][1] - **GoodWe**: A leading company in household storage with deep market penetration and early layout in Europe [2][2] - **Deye Co., Ltd.**: A leading enterprise in household storage with strong manufacturing competitive advantages and differentiated competitive advantages in emerging markets [3][3] - **Rujing Technology**: A core supplier of heat pump controllers, with key products widely used in well-known brands such as Gree, McQuay, Ariston, Haier, Mitsubishi Heavy Industries, Carrier, and Bosch [4][4] Additional Companies to Watch - Companies to monitor include Jinlang Technology, Penghui Energy, Shouhang New Energy, Keda, Tongrun Equipment, and Pylon Technologies [4][4]

Group 1 - The article highlights the top 20 stocks in the S&P China A-Share Dividend Opportunity Index (CSPSADRP) based on their daily and year-to-date performance as of January 27, 2026 [1][5] - China Gold (600916.SH) leads with a daily increase of 9.96% and a year-to-date increase of 36.81%, with a dividend yield of 3.45% [1][5] - Aotewei (688516.SH) shows a remarkable year-to-date increase of 120.95%, with a daily increase of 9.81% and a dividend yield of 2.31% [1][5] Group 2 - The index's historical price-to-earnings ratio is reported at 4.76%, with an expected price-to-earnings ratio of 11.07 [2] - The dividend yield for the index over the past 12 months is noted as 1.34 times, indicating a strong return for investors [2] - The article mentions the formation of a MACD golden cross signal, suggesting positive momentum for the stocks listed [4][8]

Group 1: New Listings on Hong Kong Stock Exchange - Five companies, including Yuchai Ship Electric, Deyang Co., Weiyuan Energy, Xinquan Co., and Xingchen Tianhe, have submitted listing applications to the Hong Kong Stock Exchange, showcasing the attractiveness of the Hong Kong market for real economy and hard technology enterprises [1] Group 2: Collaboration between Exchanges - Hong Kong Stock Exchange has signed a memorandum of cooperation with the Brazilian Securities Exchange to promote sustainable finance and carbon market development, exploring cross-border securities listing and new opportunities in carbon and ESG products [2] Group 3: Walden Materials' Listing Progress - Walden Materials has passed the listing hearing on the Hong Kong Stock Exchange, being one of the largest manufacturers of heat shrink materials and communication cable products globally, with a market share of 20.6% in the global heat shrink materials industry and 12.7% in the telecommunications cable sector [3] Group 4: Financial Performance of China Merchants Securities - China Merchants Securities reported preliminary financial data for 2025, achieving a total revenue of 24.9 billion yuan, a year-on-year increase of 19.19%, and a net profit attributable to shareholders of 12.3 billion yuan, up 18.43% year-on-year, reflecting a steady transformation aligned with serving the real economy [4] Group 5: Hong Kong Stock Market Performance - The Hang Seng Index closed at 27,126.95, with a gain of 1.35%, while the Hang Seng Tech Index rose by 0.50% to 5,754.72, and the National Enterprises Index increased by 1.07% to 9,244.88 [5]

智通财经APP获悉，据港交所1月27日披露，宁波德业科技股份有限公司(605117.SH)向港交所主板递交上市申请书，中金公司、中信证券、招银国际为联席 保荐人。据招股书，德业股份是一家全球领先的光储产品提供商，致力于提供全面的光伏和储能产品，为全球用户带来清洁、可持续的绿色能源。根据 Frost & Sullivan的数据，以2024年销售金额计，德业股份为全球第一大户用储能逆变器提供商。 | [编纂]的[编纂]數目 | : [编纂]股H股(視乎[编纂]行使與否而定) | | --- | --- | | [编纂]數目 .. | [编纂]股H股(可予[编纂]) | | [编纂]數目 : | [编纂]股H股(可予[编纂]及視乎[编纂]行使與否 | | 而定) | | | 最高[编纂] : | 每股[编纂][编纂]港元另加1%經紀佣金、 | | 0.0027％設監會交易徵費、0.00565%聯交所 | | | 交易費及0.00015%會財局交易徵費(須於申請 | | | 時以港元繳足,可予退還) | | | 面值 | 每股H股人民幣1.00元 | | [编纂] : [编纂] | | | 聯席保薦人、[编纂]、[编 ...

据港交所1月27日披露，宁波德业科技股份有限公司(605117.SH)向港交所主板递交上市申请书，中金公司（601995）、中信证券、招银国际为联席保荐人。 据招股书，德业股份（605117）是一家全球领先的光储产品提供商，致力于提供全面的光伏和储能产品，为全球用户带来清洁、可持续的绿色能源。根据 Frost & Sullivan的数据，以2024年销售金额计，德业股份为全球第一大户用储能逆变器提供商。 德业股份的核心增长领域为新能源业务，聚焦于储能逆变器、光伏逆变器、储能电池包产品，同时，德业股份在除湿机、太阳能空调、热交换器等环境电器 业务领域长久深耕，战略多元化的产品组合带来了业务的增长与韧性。 | [编纂]的[编纂]數目 :: | [编纂]股H股(視乎[编纂]行使與否而定) | | --- | --- | | [编纂]數目 : | [编纂]股H股(可予[编纂]) | | [编纂]數目 .. | [编纂]股H股(可予[编纂]及視乎[编纂]行使與否 | | 而定) | | | 最高[编纂] - | 每股[编纂][编纂]港元另加1%經紀佣金、 | | | 0.0027％證監會交易徵費、0.00565%聯交所 ...

智通财经APP讯，德业股份(605117.SH)发布公告，公司已于2026年1月27日向香港联交所递交了发行H 股股票并在香港联交所主板挂牌上市的申请，并于同日在香港联交所网站刊登了本次发行上市的申请资 料。该等申请资料为公司按照香港证监会及香港联交所的要求编制和刊发，为草拟版本，其所载内容可 能会适时作出更新和变动，投资者不应根据其中的资料作出任何投资决定。 ...

智通财经APP讯，德业股份(605117.SH)发布公告，公司已于2026年1月27日向香港联交所递交了发行H 股股票并在香港联交所主板挂牌上市的申请，并于同日在香港联交所网站刊登了本次发行上市的申请资 料。该等申请资料为公司按照香港证监会及香港联交所的要求编制和刊发，为草拟版本，其所载内容可 能会适时作出更新和变动，投资者不应根据其中的资料作出任何投资决定。 ...

智通财经APP获悉，据港交所1月27日披露，宁波德业科技股份有限公司(605117.SH)向港交所主板递交上市申请书，中金公司、中信证券、招银国际为联席 保荐人。据招股书，德业股份是一家全球领先的光储产品提供商，致力于提供全面的光伏和储能产品，为全球用户带来清洁、可持续的绿色能源。根据 Frost & Sullivan的数据，以2024年销售金额计，德业股份为全球第一大户用储能逆变器提供商。 | [编纂]的[编纂]數目 : | [编纂]股H股(視乎[编纂]行使與否而定) | | --- | --- | | [编纂]數目 .. | [编纂]股H股(可予[编纂]) | | [编纂]數目 : | [编纂]股H股(可予[编纂]及視乎[编纂]行使與否 | | 而定) | | | 最高[编纂] : | 每股[编纂][编纂]港元另加1%經紀佣金、 | | | 0.0027％證監會交易徵費、0.00565%聯交所 | | | 交易費及0.00015% 會財局交易徵禮(須於申請 | | 時以港元繳足,可予退還) | | | 面值 | 每股H股人民幣1.00元 | | [编纂] : [编纂] | | | 聯席保薦人、[編纂]、[ ...