中国经济网北京3月30日讯 禾迈股份(688032.SH)今日收报128.75元，跌幅6.37%。该股目前处于破 发状态。 2024年6月13日，禾迈股份公告分红方案，每10股派息(税前)36元，转增4.9股，除权除息日为2024 年6月19日。 (责任编辑：田云绯) 禾迈股份首次公开发行股票发行费用总额为1.72亿元，其中，承销费及保荐费1.42亿元。 2022年5月30日，禾迈股份公告分红方案，每10股派息(税前)30元，转增4股，除权除息日为2022年 6月7日。 2023年6月6日，禾迈股份公告分红方案，每10股派息(税前)53元，转增4.9股，除权除息日为2023年 6月13日。 禾迈股份于2021年12月20日在上交所科创板上市，发行价格为557.80元/股，发行股票数量为 1000.00万股，保荐人(主承销商)为中信证券股份有限公司，保荐代表人为金波、董超。 禾迈股份首次公开发行股票募集资金总额为55.78亿元，扣除发行费用后募集资金净额为54.06亿 元。该公司最终募集资金净额比原计划多48.48亿元。禾迈股份于2021年12月15日披露的招股说明书显 示，该公司拟募集资金5.58亿元，拟分别 ...

光伏概念股持续走弱，迈为股份跌近18%，固德威、横店东磁跌超9%，晶科能源、捷佳伟创、阿特斯、昱能科技、禾迈股份、天合光能等跟跌。 | | | 3月30日盘中，A股四大指数进一步下跌，创业板指跌幅扩大至2%，上证指数现跌0.71%，深证成指跌1.49%，科创综指跌1.85%；全市场超3800个 股下跌。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 3886.11 | -27.62 | -0.71% | | 399001 | 深证成指 | 13555.36 | -205.01 | -1.49% | | 881001 | 万得全A | 6353.28 | -71.57 | -1.11% | | 000680 | 科创综指 | 1631.92 | -30.80 | -1.85% | | 399006 | 创业板指 | 3227.18 | -68.70 | -2.08% | ...

未经授权引用或转发须承担法律责任及一切后果，并请务必阅读文后的免责声明 行业研究 市场研究部 2026 年 3 月 23 日 光伏行业周报（20260316-20260320） 本周光伏设备（申万）指数表现 本周（2026/03/16-2026/03/20）沪深 300 指数-2.19%，申万 31 个行 业指数 2个上涨，电力设备（申万）指数本周-3.06%，排在第 10位， 跑输指数 0.87pct。电力设备二级行业指数普跌，光伏设备行业指数- 0.16%，电池（申万）、电网设备（申万）、其他电源设备Ⅱ（申万）、 风电设备（申万）、电机Ⅱ（申万）分别-0.71%、-7.54%、-6.81%、- 7.29%、-6.88%。从公司表现看，本周光伏设备行业（申万）公司涨 幅居前的是锦浪科技、沐邦高科、上能电气、昱能科技、禾迈股份， 跌幅居前的公司为双良节能、联泓新科、高测股份、帝尔激光、横店 东磁。 产业链上游价格下跌 根据 datayes，3 月 18 日硅料成交价 43 元/kg，环比-3 元/kg；硅片成 交价为 1.15 元/片，环比持平；电池成交价 0.41 元/W，环比-1 分/W； 组件成交价为 ...

Core Viewpoint - The photovoltaic industry chain stocks experienced significant gains, with multiple companies reaching their daily limit up, driven by market dynamics and news related to major players like Tesla and SpaceX [1][2][3]. Photovoltaic Industry Chain - On March 20, photovoltaic stocks surged, with companies like Shangneng Electric and Shouhang New Energy hitting the 20% limit up, while Jinlang Technology rose over 15% [3][4]. - The market saw a strong performance from several photovoltaic stocks, including Dongfang New Energy and Zhongli Group, which also reached their daily limit up [3][4]. - Tesla is reportedly planning to procure solar panels and battery manufacturing equipment worth $2.9 billion from Chinese suppliers, which may involve several listed companies [5]. - Musk's team is working on photovoltaic orders for both SpaceX and Tesla, with plans to establish 100GW of photovoltaic capacity in the U.S. over the next three years [6]. Electric Power Sector - The electric power sector showed strong performance, with companies like Jiuzhou Group and Huadian Liaoning achieving significant gains, including a 20% limit up for Jiuzhou Group [8][9]. - Huadian Liaoning has seen five consecutive days of limit up trading, with the company confirming stable operational conditions and no significant changes in its business environment [10]. - Huadian Energy has reported a cumulative increase of over 100% in its stock price since March, although it has warned of potential market overheating and irrational speculation risks [11]. Market Dynamics - The A-share market displayed a mixed performance, with the Shanghai Composite Index falling by 1.24% while the ChiNext Index rose by 1.3% [1]. - The overall trading volume in the Shanghai and Shenzhen markets reached approximately 2.3 trillion yuan, an increase of about 175 billion yuan from the previous day [1]. Notable Events - Chuangxin Data experienced a sharp decline, hitting a near 15% drop, attributed to market rumors regarding the compliance of its server procurement [12][13][15].

此次变更后，本项目持续督导的保荐代表人为董超先生、郑烨先生。 公司董事会对向晓娟女士在公司持续督导期间所做的贡献表示衷心感谢！ 特此公告。 证券代码：688032 证券简称：禾迈股份 公告编号：2026-009 杭州禾迈电力电子股份有限公司 关于变更保荐代表人的公告 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、准确性和完整性依法承担法律责任。 中信证券股份有限公司(以下简称"中信证券")为杭州禾迈电力电子股份 有限公司（以下简称"公司"）首次公开发行股票并在科创板上市项目(以下 简称"本项目")的保荐机构。本项目法定持续督导期间为2021年12月20日至 2024年12月31日止，保荐代表人为中信证券向晓娟女士、董超先生。鉴于本项 目募集资金尚未使用完毕，中信证券将继续履行募集资金相关的持续督导职责。 公司于近日收到中信证券出具的《关于更换保荐代表人的函》，因向晓娟 女士工作变动，中信证券现委派保荐代表人郑烨先生（简历见附件）接替向晓 娟女士继续履行本项目后续的持续督导工作，相关业务已交接完毕。 杭州禾迈电力电子股份有限公司董事会 2026年3月20日 ...

Group 1 - The core viewpoint of the news is that HeMai Co., Ltd. (688032.SH) is currently experiencing a decline in stock price, closing at 115.20 yuan with a drop of 3.56%, indicating that the stock is in a state of breaking its initial public offering price [1] - HeMai Co., Ltd. was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on December 20, 2021, with an initial issuance price of 557.80 yuan per share and a total of 10 million shares issued [1] - The total amount of funds raised from the initial public offering was 5.578 billion yuan, with a net amount of 5.406 billion yuan after deducting issuance costs, which was 4.848 billion yuan more than the original plan [1] Group 2 - The total issuance costs for HeMai Co., Ltd. were 172 million yuan, including underwriting and sponsorship fees of 142 million yuan [2] - The company announced a dividend plan on May 30, 2022, distributing 30 yuan (pre-tax) per 10 shares and a bonus of 4 shares, with the ex-dividend date on June 7, 2022 [2] - On June 6, 2023, HeMai Co., Ltd. announced another dividend plan, distributing 53 yuan (pre-tax) per 10 shares and a bonus of 4.9 shares, with the ex-dividend date on June 13, 2023 [2] - A further dividend plan was announced for June 13, 2024, distributing 36 yuan (pre-tax) per 10 shares and a bonus of 4.9 shares, with the ex-dividend date on June 19, 2024 [2]

杭州禾迈电力电子股份有限公司 关于持股 5%以上股东减持股份结果公告 证券代码：688032 证券简称：禾迈股份 公告编号：2026-008 重要内容提示： 大股东持股的基本情况 本次减持计划实施前，九智汇科（杭州）私募基金管理有限公司－杭 州港智投资合伙企业（有限合伙）（以下简称"港智投资"）及其一致行动 人韩华龙先生合计持有杭州禾迈电力电子股份有限公司（以下简称"公司"） 股份 11,090,120 股，占公司总股本 124,073,545 股的 8.94%。其中，港智 投资持有 6,355,645 股，占公司总股本的 5.12%，韩华龙持有 4,734,475 股，占公司总股本的 3.82%。 减持计划的实施结果情况 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、准确性和完整性依法承担法律 责任。 2025 年 11 月 26 日，公司披露了《关于持股 5%以上股东减持股份计划 公告》（公告编号：2025-058）。港智投资及其一致行动人韩华龙计划在减 持计划披露之日起 15 个交易日后的三个月内，即 2025 年 12 月 17 日至 ...

证券代码：688032 证券简称：禾迈股份 公告编号：2026-007 杭州禾迈电力电子股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公 告 九智汇科（杭州）私募基金管理有限公司－杭州港智投资合伙企业（有限合伙） 及其一致行动人韩华龙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。 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、实际控制人） | | | □其他____/____ | 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | 九智汇科（杭州）私 | □ | 控股股东/实控人 | | | 募基金管理有限公司 | □ | 控股股东/实控人的一致 | 91330103MA28T0XJ1C | | －杭州港智投资合伙 | ...

Group 1 - HeMai Co., Ltd. (688032.SH) experienced a stock price decline of 4.89%, closing at 108.22 yuan, currently in a state of breaking issue [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on December 20, 2021, with an initial offering price of 557.80 yuan per share and a total of 10 million shares issued [1] - The total funds raised from the initial public offering amounted to 5.578 billion yuan, with a net amount of 5.406 billion yuan after deducting issuance costs, exceeding the original plan by 4.848 billion yuan [1] Group 2 - The funds raised are intended for the construction of HeMai Intelligent Manufacturing Base, the industrialization of energy storage inverters, the upgrade of intelligent complete electrical equipment, and to supplement working capital [1] - The total issuance costs for the initial public offering were 172 million yuan, including underwriting and sponsorship fees of 142 million yuan [1] - The company announced a dividend plan on May 30, 2022, distributing 30 yuan (pre-tax) per 10 shares and a bonus of 4 shares, with the ex-dividend date on June 7, 2022 [1] - On June 6, 2023, HeMai Co., Ltd. announced another dividend plan, distributing 53 yuan (pre-tax) per 10 shares and a bonus of 4.9 shares, with the ex-dividend date on June 13, 2023 [1] - A new dividend plan was announced on June 13, 2024, distributing 36 yuan (pre-tax) per 10 shares and a bonus of 4.9 shares, with the ex-dividend date on June 19, 2024 [2]

Investment Rating - The report assigns an "Accumulate" rating for the industry [2][10]. Core Insights - European natural gas and electricity prices are expected to rise again, leading to a potential explosion in demand for solar energy storage [3]. - The closure of Qatar's LNG export facility due to conflict has caused European natural gas prices to surge over 50%, significantly impacting supply [4]. - The European electricity market, operating on a marginal pricing model, will see wholesale electricity prices rise in tandem with natural gas prices [4]. - Distributed solar and storage demand is anticipated to increase as solar energy systems can store energy for self-consumption, providing flexibility [4]. Summary by Sections Industry Overview - The report highlights the impact of geopolitical tensions on natural gas supply, particularly from Qatar, which accounts for about 20% of global LNG supply [4]. - The closure of the Ras Laffan facility has raised concerns about supply shortages in Europe, which may struggle to find quick alternatives [4]. Market Dynamics - The report discusses the marginal pricing model in the European electricity market, where the last generator called sets the market clearing price, indicating that rising natural gas prices will lead to higher electricity prices [4]. - The competition for resources due to supply issues is expected to exacerbate price increases across regions [4]. Investment Opportunities - The report identifies key investment targets in the distributed solar and storage sector, including companies like DeYe, Airo Energy, and Sungrow Power [4]. - It also highlights integrated solar and storage companies such as Canadian Solar, Trina Solar, and LONGi Green Energy as potential beneficiaries of the rising demand [4].