每经头条（nbdtoutiao）——不到20万元，就能买特斯拉了？"廉价版"Model 3或进入中国市场，续航里 程480公里！关于自动驾驶，美国市场也有大调整 每经AI快讯，德业股份1月15日晚间发布公告称，公司于2026年1月15日收到亨丽创投发来的《关于股 份减持进展的告知函》，截至2026年1月15日，亨丽创投通过集中竞价交易方式减持公司股份数量约为 158万股，占实际减持时点公司总股本比例为0.1739%，本次减持计划时间区间已届满。 （记者 王晓波） ...

一、 会议召开和出席情况 证券代码：605117 证券简称：德业股份 公告编号：2026-005 宁波德业科技股份有限公司 2026年第一次临时股东会决议公告 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。 重要内容提示： 本次会议是否有否决议案：无 (一)股东会召开的时间：2026 年 1 月 15 日 (二)股东会召开的地点：宁波市北仑区甬江南路 26 号研发楼 7 楼 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 510 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 675,201,151 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 74.4456 | (四)表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 本次股东会由公司董事会召集，公司董事长张和君先生主持，会议采取现场 投票和网络投票相结合的方式进行表决。本次会议的召集、召开和表决符合《公 司 ...

证券代码：605117 证券简称：德业股份 公告编号：2026-004 宁波德业科技股份有限公司 股东集中竞价减持计划时间届满暨减持结果公告 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。 重要内容提示： 股东持股的基本情况 本次减持计划实施前，宁波德业科技股份有限公司（以下简称"公司"） 股东宁波梅山保税港区亨丽创业投资合伙企业（有限合伙）（以下简称"亨 丽创投"）直接持有公司 16,144,716 股，占公司总股本的 1.7797%。亨丽创 投为公司员工持股平台。上述股份为公司首次公开发行前取得的股份以及 发行上市后以资本公积转增股本取得的股份，并于 2024 年 4 月 22 日解除 限售后上市流通。 集中竞价减持计划的实施结果情况 1、2025 年 9 月 17 日公司披露《宁波德业科技股份有限公司股东集中 竞价减持股份计划公告》（公告编号：2025-086），因自身资金安排需要， 亨丽创投计划通过集中竞价减持公司股份数不超过 1,580,500 股，占公司总 股本的 0.1742%。自公告披露之日起 15 ...

北京大成（宁波）律师事务所 关 于 2026 年第一次临时股东会的 法 律 意 见 书 www.dentons.cn 浙江省宁波市和济街 180 号国际金融中心 E 座 17-18 楼 315040 电话 +86 574 8732 6088 传真 +86 574 8789 3911 二〇二六年一月 宁波德业科技股份有限公司 2026 年第一次临时股东会 宁波德业科技股份有限公司 本所声明：本所律师仅对本次股东会的召集程序、召开程序、出席会议人员 资格、召集人资格、表决程序及表决结果发表法律意见，并不对本次股东会所审 议的议案、议案所涉及的数字及内容发表意见。本所律师同意将本法律意见书随 本次股东会其他信息披露资料一并公告。 本法律意见书仅供见证公司本次股东会相关事项的合法性之目的使用，不得 用作任何其他目的。 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》 和《律师事务所证券法律业务执业规则（试行）》等规定及本法律意见书出具日 以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤勉尽责和诚实信 用原则，进行了充分的核查验证，保证本法律意见书所认定的事实真实、准确、 完整，所发表的结论性 ...

格隆汇1月15日丨德业股份(605117.SH)公布，公司于2026年1月15日收到亨丽创投发来的《关于股份减 持进展的告知函》，截至2026年1月15日，亨丽创投通过集中竞价交易方式减持公司股份数量为158.04 万股，占实际减持时点公司总股本比例为0.1739%，本次减持计划时间区间已届满。 ...

格隆汇1月15日丨德业股份(605117.SH)公布，公司于2026年1月15日收到亨丽创投发来的《关于股份减 持进展的告知函》，截至2026年1月15日，亨丽创投通过集中竞价交易方式减持公司股份数量为158.04 万股，占实际减持时点公司总股本比例为0.1739%，本次减持计划时间区间已届满。 ...

Core Insights - The AI industry is experiencing historic development opportunities, with the energy storage sector transforming from a marginal support role to a core engine for stable power supply in the AI era [1] - By 2026, the energy storage industry is expected to enter a historic opportunity period characterized by large-scale and high profitability, driven by policy marketization, technological breakthroughs, and global demand [1] Policy Restructuring - The profound changes in China's energy storage industry by 2025 stem from a systematic upgrade of the policy framework, shifting from "administrative intervention" to "market empowerment" [4] - The introduction of the "Document No. 136" in February 2025 marks the transition of China's energy storage from a "policy task" to a "market profit" model, providing a valuable reference for global energy storage development [5] - Following the policy implementation, domestic energy storage bidding volumes surged to 19.2 GWh from March to May 2025, a year-on-year increase of 210% [4] Market Growth and Demand - The energy storage market is expected to experience explosive demand growth in 2026, driven by multiple scenarios including renewable energy, grid upgrades, and AI data centers, with a market space projected to exceed trillions [6] - In the first nine months of 2025, domestic installed capacity of wind and solar energy reached 102 GW, a year-on-year increase of 45% [6] - The global energy storage installed capacity is predicted to reach 1,200 GW by 2030, a 380% increase from approximately 250 GW in 2025 [7] Diverse Growth Dynamics - The domestic market is characterized by a diversified growth pattern, with energy storage for renewable energy accounting for 31.7% of total new installations in the first nine months of 2025 [9] - User-side energy storage is rapidly growing, with a year-on-year increase of 230% in new installations, driven by cost reduction and peak-valley price differences [9] - The overseas market is becoming a significant growth curve for domestic companies, with new installations reaching 45 GW in the first nine months of 2025, a 112% year-on-year increase [9] Capital Market Performance - The energy storage sector has shown strong performance in the capital market, with the National Renewable Battery Index rising by 55.15% in 2025, significantly outperforming many industries [10] - The energy storage battery ETF (159566) achieved a strong increase of 57.96% in 2025, reflecting the robust growth potential of core companies in the sector [10] Industry Chain Value Release - The value center of the energy storage industry chain is increasingly shifting towards technology-intensive segments, with leading companies benefiting from cost control and profitability [13] - In the system integration sector, the domestic market's CR5 has reached 65%, with leading companies holding a combined market share of 52% [14] - Major companies like Sungrow and CATL have reported significant revenue growth in their energy storage businesses, with CATL's revenue exceeding 20 billion yuan in 2025, a year-on-year increase of 110% [15] Investment Opportunities - The energy storage battery ETF (159566) is an effective tool for investors to share in industry dividends and participate in the green transition, focusing on core segments of the energy storage industry [17] - The ETF's top holdings include leading companies such as CATL and Sungrow, which dominate the market and are well-positioned to capture industry growth [18] - The ETF has shown a 12% annualized return over the past decade, outperforming the China Securities New Energy Index [19]

证券代码：605117 证券简称：德业股份 公告编号：2026-003 宁波德业科技股份有限公司 关于使用部分暂时闲置募集资金进行现金管理的进 展公告 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： ●现金管理受托方：中国工商银行股份有限公司（以下简称"工商银行"）。 ●本次现金管理金额：暂时闲置募集资金 10,000 万元。 ●现金管理产品名称及期限：中国工商银行区间累计型法人人民币结构性存 款产品-专户型 2026 年第 023 期 F 款。 ●履行的审议程序：宁波德业科技股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开了第三届董事会第十四次会议、第三届监事会第十二次会议， 审议通过了《关于 2025 年度使用暂时闲置募集资金进行现金管理的议案》，同 意公司及子公司使用总额不超过人民币 80,000.00 万元（含本数）的暂时闲置募 集资金进行现金管理，用于购买安全性高、流动性好、不影响公司正常经营及募 集资金投资项目正常进行的保本型理财产品，决议有效期自公司董事会审议通过 之日 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [2] Core Insights - The space photovoltaic sector is gaining attention as leading companies increase investment in perovskite solar cell research and industrialization, which is expected to open new application scenarios for photovoltaics [6][7] - The deep-sea wind power project in Shandong has received approval, marking significant progress in the development of offshore wind energy, with expectations for substantial growth in this sector [6][11] - The energy storage and hydrogen sectors are seeing regulatory efforts to standardize competition, aiming to improve market order and sustainability [7] Summary by Sections Wind Power - The Shandong deep-sea wind power project has been approved, with a total capacity of 3000MW, utilizing 214 wind turbines of 14MW each [11] - The wind power index increased by 10.39%, outperforming the CSI 300 index by 7.60 percentage points, with a current PE_TTM of approximately 27.30 times [12] - The approval of the project indicates a significant advancement in offshore wind energy, supported by technological maturity and favorable policies [11] Photovoltaics - The space photovoltaic concept is gaining traction, with companies focusing on perovskite solar cells due to their lightweight and high-efficiency characteristics, which are suitable for space applications [6] - The photovoltaic equipment index rose by 3.86%, with the solar cell component index increasing by 5.82% [5] - The current PE_TTM for the photovoltaic sector is around 47.28 times, indicating strong market interest [5] Energy Storage & Hydrogen - A meeting held by various government bodies highlighted the rapid development of the energy storage and hydrogen battery industries, emphasizing the need for regulatory measures to curb irrational competition [7] - The energy storage index increased by 5.74%, with a current PE_TTM of 31.06 times, reflecting a healthy market outlook [5] - Recommendations for investment include companies with strong competitive positions in energy storage and distributed energy sectors [7]

人民财讯1月12日电，德业股份（605117）今日官微消息，近日，由德业股份发起设立的德润泰和基 金、德业股份控股股东艾思睿投资参与出资的晨曦乾元基金共同参与出资设立的专项基金，参与了对上 海星环聚能科技A轮投资。 ...