7月 1日，习近平主席主持召开中央财经委员会第六次会议，研究纵深推进全 国统一大市场建设、海洋经济高质量发展等问题。会议指出依法依规治理企业 低价无序竞争，引导企业提升产品品质，推动落后产能有序退出；规范政府采 购和招标投标，加强对中标结果的公平性审查；规范地方招商引资，加强招商 引资信息披露等。 7月 3日，工业和信息化部于召开光伏企业座谈会。会上，14家光伏行业企业 及光伏行业协会负责人作交流发言，围绕企业生产经营、科技创新、市场竞争、 行业生态建设等方面进行交流，介绍企业基本情况、面临的困难和问题，提出 政策建议。工业和信息化部党组书记、部长李乐成表示，坚决落实中央财经委 第六次会议关于纵深推进全国统一大市场建设的决策部署，聚焦重点难点，依 法依规、综合治理光伏行业低价无序竞争，引导企业提升产品品质，推动落后 产能有序退出，实现健康、可持续发展。 近期，光伏板块反内卷呼声日益高涨，硅料收储、光伏玻璃减产、高层反内卷 会议等事件使得光伏供给侧改革预期增强。未来随着行业自律的推进以及供给 侧政策落地，行业供需有望改善，带动产业链价格及盈利修复。目前，光伏行 业价格及盈利均处于底部位置，板块估值水平同样较低， ...

作者 | 独行侠 数据支持 | 勾股大数 据（www.gogudata.com） 7月2日以来，A股光伏板块迎来了久旱逢甘霖的行情。其中，亚玛顿、亿晶光电3个交易日分别大涨33%、26%。 市值大块头的大全能源、通威股份均大涨超10%。 7月1日，第六次中央财经委员会召开，里面有一段很关键的表述： 依法依规治理企业低价无序竞争，引导企业提 升产品品质，推动落后产能有序退出 。 这段话含金量十足，给接下来（新兴）过剩行业产能退出进行了明确定调。 | 序号 | 证券代码 | 证券简称 | 区间张跌幅 [起始交易日期] 2025-7-2 | 总市值1 | 校見日期 2025-7-4 | | --- | --- | --- | --- | --- | --- | | | | | [截止交易日期] 2025-7-4 [章位] %↓ | [单位] 亿元 | | | 1 | 002623.SZ | 亚玛顿 | | 33.1410 | 41.3453 | | N | 600537.SH | 亿晶米电 | | 25.9516 | 43.0872 | | 3 | 688303.SH | 大全能源 | 勾股大数据 | 18.606 ...

Index Performance - The CSI A500 Index increased by 1.32% this week, closing at 4662.51 points on July 4 [4] - The average daily trading volume for the week was 18341.42 billion yuan, with a week-on-week decrease of 9.22% [4] Top Performing Stocks - The top ten stocks with the highest gains this week included: 1. Tian Shou Pharmaceutical (600521.SH) with a gain of 23.34% 2. Daqian Energy (688303.SH) with a gain of 22.18% 3. Junshi Biosciences (688180.SH) with a gain of 18.93% 4. Lepu Medical (300003.SZ) with a gain of 17.99% 5. Giant Network (002558.SZ) with a gain of 17.42% 6. Tongwei Co., Ltd. (600438.SH) with a gain of 17.32% 7. Hualing Steel (000932.SZ) with a gain of 15.37% 8. Pengding Holdings (002938.SZ) with a gain of 14.57% 9. Shenzhou Taiyue (300002.SZ) with a gain of 13.70% 10. Dongshan Precision (002384.SZ) with a gain of 13.36% [3] Underperforming Stocks - The ten stocks with the largest declines this week included: 1. Hengxuan Technology (688608.SH) with a loss of 33.40% 2. Huazhi Shihua (688120.SH) with a loss of 32.34% 3. Northern Huachuang (002371.SZ) with a loss of 22.87% 4. Weining Health (300253.SZ) with a loss of 8.77% 5. China Eastern Airlines (600115.SH) with a loss of 7.07% 6. Xingyuan Material (300568.SZ) with a loss of 6.99% 7. Cambricon Technologies (688256.SH) with a loss of 6.50% 8. Beiyi Innovation (603986.SH) with a loss of 5.93% 9. Jixiang Airlines (603885.SH) with a loss of 5.84% 10. New Zhou Bang (300037.SZ) with a loss of 5.49% [3] Fund Performance - This week, 38 CSI A500 funds collectively rose, with Pu Yin An Sheng leading at a 1.72% increase [5] - The top three funds by size were Huatai-PB (200.88 billion yuan), Guotai (181.5 billion yuan), and GF Fund (174.22 billion yuan) [5] Market Trends - A new trend has emerged in the Hong Kong stock market where A-share listed technology companies are increasingly pursuing secondary listings in Hong Kong [7] - The secondary listings provide diversified financing channels and enhance international market recognition for the companies [7] - The median discount rate for five companies planning secondary listings in Hong Kong is approximately -17% [7] - The core factors driving asset performance are expected to shift from external to internal influences in the second half of the year [7]

Group 1 - Supply-side changes are crucial for the photovoltaic industry's capacity clearance, and supply clearance is a decisive factor for the industry to recover in the second half of the year [1] - The photovoltaic sector has seen a collective rise in stock prices, with companies like Tongwei Co., Ltd. and Shuangliang Eco-Energy hitting the daily limit on July 2 [1][4] - The cash flow of silicon material manufacturers is under pressure due to continuous losses, with the average asset-liability ratio of photovoltaic companies rising [1][4] Group 2 - Silicon material prices have shown a slight recovery due to stable supply and demand, while silicon wafer prices have declined due to weak terminal demand [2][3] - The average transaction price of multi-crystalline silicon N-type raw materials increased by 0.87% to 34,700 yuan/ton, while N-type granular silicon remained at 33,500 yuan/ton [2] - The production of multi-crystalline silicon in June was approximately 102,000 tons, with a significant year-on-year decrease of 44.1% in the first half of the year [3] Group 3 - The reduction in production capacity is essential for reversing the current difficulties in the multi-crystalline silicon industry [4][5] - The asset-liability ratio of many photovoltaic companies has exceeded 70%, indicating significant financial pressure [4][5] - Companies like Tongwei and Daqo Energy have indicated that the supply-demand imbalance is unlikely to change in the short term, with silicon material prices expected to remain low [5] Group 4 - The global nominal capacity of multi-crystalline silicon is projected to reach approximately 3.04 million tons by May 2025, with domestic capacity accounting for about 97% [6] - The photovoltaic industry's supply-side adjustments are expected to deepen, with the multi-crystalline silicon sector likely to be one of the first to complete adjustments [6]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 0.24%, closing at 984.95 points, with a total trading volume of 2.701 billion shares and a turnover of 90.146 billion yuan, resulting in a weighted average turnover rate of 1.52% [1] - Among the tradable stocks on the STAR Market, 365 stocks closed higher, with 5 stocks increasing by over 10% and 30 stocks rising between 5% and 10%. Conversely, 208 stocks closed lower [1] Turnover Rate Analysis - The distribution of turnover rates shows that 2 stocks had turnover rates exceeding 20%, 11 stocks had rates between 10% and 20%, 44 stocks had rates between 5% and 10%, 72 stocks had rates between 3% and 5%, 294 stocks had rates between 1% and 3%, and 165 stocks had rates below 1% [1] - The stock with the highest turnover rate was Xinyuren, which closed up by 4.80% with a turnover rate of 33.00% and a transaction amount of 594 million yuan. Huasheng Lithium Battery followed with a 15.36% increase and a turnover rate of 21.64% [1] Sector Performance - In terms of industry performance, the pharmaceutical and biotechnology sector had the most stocks with a turnover rate exceeding 5%, totaling 14 stocks. The electronics and power equipment sectors followed with 13 and 10 stocks, respectively [2] Capital Flow - Among the high turnover stocks, 34 stocks experienced net inflows of main funds, with the highest net inflows recorded for Bolite, Kexing Pharmaceutical, and Huiyu Pharmaceutical, amounting to 131 million yuan, 74.062 million yuan, and 60.026 million yuan, respectively [2] - Conversely, the stocks with the largest net outflows included Huicheng Co., Daqian Energy, and Sunshine Nuohe, with net outflows of 76.657 million yuan, 56.088 million yuan, and 45.416 million yuan, respectively [2] Leverage Fund Movements - A total of 47 stocks received net purchases from leveraged funds, with notable increases in financing balances for Tailin Micro, Daqian Energy, and Kexing Pharmaceutical, which saw increases of 108 million yuan, 6.698 million yuan, and 6.592 million yuan, respectively [2] - Stocks with significant decreases in financing balances included Rongchang Biological, Sunshine Nuohe, and Liyuanheng, with decreases of 115 million yuan, 21.505 million yuan, and 12.791 million yuan, respectively [2]

大全能源688303 时间: 2025年7月3日星期四 趋势方向 主力成本分析 23.17 元 当日主力成本 21.74 元 5日主力成本 68.57分综合得分 较强 19.80 元 20日主力成本 19.23 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 19.86 短期支撑位 2次 跌停 0 次 北向资金数据 持股量2794.62万股 占流通比5.05% 昨日净买入-19.39万股 昨日增仓比-0.035% 5日增仓比0.01% 20日增仓比0.069% 技术面分析 23.75 短期压力位 23.75 中期压力位 18.39 中期支撑位 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月03日的资金流向数据方面 主力资金净流出5664.33万元 占总成交额-8% 超大单净流出5045.57万元 大单净流出618.76万元 散户资金净流入76.80万 关联行业/概念板块 光伏设备 0.02%、半导体概念 0.57%、太阳能 0.40%、西部大开发 0.46%等 财务数据 最近的财报数据显示，该股于2025年 ...

Market Overview - The Sci-Tech Innovation Board (STAR Market) index fell by 1.22%, closing at 982.64 points, with a total trading volume of 2.847 billion shares and a turnover of 93.68 billion yuan, resulting in a weighted average turnover rate of 1.60% [1] - Among the tradable stocks on the STAR Market, 105 stocks closed higher, with 3 stocks rising over 10% and 5 stocks rising between 5% and 10%. Conversely, 476 stocks closed lower [1] Trading Activity - The turnover rate distribution shows that 2 stocks had a turnover rate exceeding 20%, 7 stocks had a turnover rate between 10% and 20%, 51 stocks had a turnover rate between 5% and 10%, 84 stocks had a turnover rate between 3% and 5%, 305 stocks had a turnover rate between 1% and 3%, and 139 stocks had a turnover rate below 1% [1] - The stock with the highest turnover rate was Shengke Nano, which closed down 7.26% with a turnover rate of 27.87% and a transaction amount of 245 million yuan. The second highest was Kaiweite, which closed down 9.11% with a turnover rate of 23.34% and a transaction amount of 327 million yuan [1] Sector Performance - In terms of industry, the electronics and pharmaceutical sectors had the most stocks with a turnover rate exceeding 5%, each with 13 stocks [2] - Among high turnover stocks, 18 stocks experienced net inflows of main funds, with the highest net inflows seen in Daqian Energy (129 million yuan), Kexing Pharmaceutical (84.31 million yuan), and Rongbai Technology (82.93 million yuan) [2] Leverage Fund Movements - A total of 43 stocks received net purchases from leveraged funds, with notable increases in financing balances for Tailin Micro (200 million yuan), Ruikeda (8.35 million yuan), and Shengnuo Biological (7.50 million yuan). Conversely, significant decreases were observed in Rongchang Biological, Juhua Materials, and Guangda Special Materials [2] Notable Stocks - The following stocks had significant trading activity: - Shengke Nano: Latest closing price 26.56 yuan, daily change -7.26%, turnover rate 27.87%, net outflow -33.20 million yuan [3] - Kaiweite: Latest closing price 36.00 yuan, daily change -9.11%, turnover rate 23.34%, net outflow -19.64 million yuan [3] - Daqian Energy: Latest closing price 23.75 yuan, daily change +15.68%, turnover rate 7.23%, net inflow 129.11 million yuan [4]

Group 1 - The A-share market experienced slight fluctuations on July 2, with the Shanghai Composite Index closing at 3454.79 points, down 0.09% [1] - A500ETF Jiashi (159351) saw a trading volume of 2.784 billion yuan, ranking fourth among similar products in the market and second in the Shenzhen market [1] - The turnover rate for A500ETF Jiashi reached 18.24%, the highest among similar products in the Shenzhen market [1] Group 2 - The solar energy sector received two significant boosts: the U.S. "Big and Beautiful" Act was passed in the Senate, leading to strong performance of solar and wind stocks in the U.S. market [1] - Major domestic photovoltaic glass companies plan to collectively reduce production by 30% starting in July, which is expected to decrease domestic glass production to approximately 45GW [1] - As a result of these positive developments, key stocks in the solar sector saw substantial gains, with Daqo New Energy rising over 15%, and both Dongfang Risheng and Tongwei Co. increasing by over 10% [1] Group 3 - Despite a slight market adjustment, there are clear signs of capital positioning against the trend, supported by liquidity advantages and policy benefits, highlighting the strategic value of A500ETF Jiashi as a core asset allocation tool in the A-share market [1] - A500ETF Jiashi tracks the CSI A500 Index, composed of 500 stocks with large market capitalization and good liquidity, providing a balanced industry distribution and a higher proportion of new productive forces [2] - Investors can access quality core asset opportunities through the Jiashi CSI A500 ETF linked fund (Class A 022453; Class C 022454) [2]

自6月下旬起，光伏股便开启了连绵涨势；今日，这股升势更是愈演愈烈，热度再攀新高。 A股市场上，光伏设备板块多股涨停。截至收盘，大全能源大涨超15%，双良节能、凯盛新能、亿晶光 电、赛伍技术、福莱特、欧晶科技、通威股份、亚玛顿等多股涨停。 | 代码 名称 | | 现价 | 涨跌 涨幅4 | | --- | --- | --- | --- | | 688303 大全能源 | | 23.75 | +3.22 +15.68% | | 834770 艾能聚 | | 21.60 | +2.35 +12.21% | | 300118 东方日升 | | 10.44 | +1.00 +10.59% | | 688717 艾罗能源 | | 59.93 | +5.56 +10.23% | | 600481 | 双良节能 | 5.25 | +0.48 +10.06% | | 600876 凯盛新能 | | 11.73 | +1.07 +10.04% | | 600537 亿晶光电 | | 3.18 | +0.29 +10.03% | | 603212 赛伍技术 | | 14.16 | +1.29 +10.02% | | 601865 ...

首先，昨天的高层会议指出，依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能 有序退出。这被市场解读为比海洋经济更为重磅的利好。 昨天（1日）是铜，今天轮到多晶硅。今日早盘，多晶硅高开之后直线拉升，涨幅一度超过5%。与此同时，光 伏概念早盘活跃，玻璃、硅料方向领涨，亚玛顿涨停，欧晶科技、通威股份、凯盛新能、大全能源、东方日升 等跟涨。 多晶硅的多头正在崛起！ 分析人士认为，多晶硅的爆发源于三重利好： 其次，昨晚，美国"大而美"法案在参议院投票通过，光伏和风电概念股在美股市场的表现非常强劲。 昨晚，美股市场的光伏和风电亦表现非常出色，太阳能跟踪系统制造商Array Technologies上涨11%，光伏巨头 SolarEdge上涨7%。据悉，新版"大而美"法案取消了对太阳能和风能项目征税的规定。 最后，有消息指出，为破除"内卷式"竞争，近日国内头部光伏玻璃企业计划自7月开始集体减产30%，预 计7月国内玻璃产量将下降至45GW左右。 多头崛起 多晶硅2508最近的多头形态逐渐成形。最近五个交易日，该品种有四天上涨，今早更是发动猛攻，高开之后直 线拉升，涨幅一度超5%。 今天，工业品期货的多头气氛 ...