作者 | 一财阿驴 9月5日，三大股指集体收涨，上证指数报收3812.51点，涨1.24%；深成指报收12590.56点，涨3.89%；创业板指报收2958.18点，涨6.55%；北证 50指数涨5.15%。沪深两市全天成交额2.3万亿，沪深京三市上涨个股超4800只。 本文字数：935，阅读时长大约2分钟 | 全A | 涨 4855 | 平 97 | 跌 473 | | --- | --- | --- | --- | | | | A股重要指数 | | | 名称 | 最新 | 涨跌 | 涨幅 | | 上证指数 | 3812.51 | +46.63 | +1.24% | | 深证成指 | 12590.56 | +471.86 | +3.89% | | 北证50 | 1618.18 | +79.20 | +5.15% | | 创业板指 | 2958.18 | +181.93 | +6.55% | 盘面上，固态电池、光伏、风电、硅能源、CPO等板块涨幅居前，黄金概念、消费电子板块走强；银行股调整，乳饮板块小幅下跌。 2025.09. 05 机构观点 德讯证券： 沪指3800点附近强势震荡，20日线附近企稳反弹，大型 ...

9月3日，固德威涨5.03%，截至发稿，报52.82元/股，成交6.01亿元，换手率4.78%，总市值128.13亿 元。 贾雨璇累计任职时间3年305天，现任基金资产总规模5.39亿元，任职期间最佳基金回报5.35%， 任职期 间最差基金回报-49.5%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 从基金十大重仓股角度 数据显示，国融基金旗下1只基金重仓固德威。国融融银A（006009）二季度减持4947股，持有股数4.35 万股，占基金净值比例为2.19%，位居第四大重仓股。根据测算，今日浮盈赚取约11.01万元。 国融融银A（006009）成立日期2018年6月7日，最新规模777.89万。今年以来收益1.76%，同类排名 7568/8180；近一年收益28.48%，同类排名4791/7967；成立以来亏损55.28%。 国融融银A（006009）基金经理为周德生、贾雨璇。 截至发稿，周德生累计任职时间5年178天，现任基金资产总规模12.26亿元，任职期间最 ...

证券日报网讯 9月1日晚间，固德威发布公告称，截至2025年8月31日，公司通过上海证券交易所交易系 统以集中竞价交易方式回购公司股份1，082，490股，占公司总股本242，586，404股的比例为0.45%。 （文章来源：证券日报） ...

2025 年 6 月 3 日，公司召开第三届董事会第三十二次会议，审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》，同意公司使用自有资金和股票 回购专项贷款通过集中竞价交易方式进行股份回购。回购股份将用于股权激励或 员工持股计划，或用于减少注册资本，回购价格不超过人民币 53 元/股（含），回 购资金总额不低于人民币 1 亿元（含）且不超过人民币 1.5 亿元（含），回购期限 为自董事会审议通过本次回购方案之日起 12 个月内。具体内容详见公司于 2025 年 6 月 4 日在上海证券交易所网站（www.sse.com.cn）披露的《关于以集中竞价交 易方式回购股份方案的公告》（公告编号：2025-021）。 证券代码：688390 证券简称：固德威 公告编号：2025-032 固德威技术股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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法律责任。 重要内容提示： | 回购方案首次披露日 | 2025/6/4 | | | | | | --- | --- | --- | ...

格隆汇9月1日丨固德威(688390.SH)公布，截至2025年8月31日，公司通过上海证券交易所交易系统以集 中竞价交易方式回购公司股份108.25万股，占公司总股本的比例为0.45%，回购成交的最高价为50.00元/ 股，最低价为40.49元/股，成交总金额为4635.03万元（不含印花税、交易佣金等交易费用）。 ...

易米低碳经济股票发起A（017165）基金经理为孙会东。 9月1日，固德威涨5.03%，截至发稿，报52.62元/股，成交4.13亿元，换手率3.35%，总市值127.65亿 元。 资料显示，固德威技术股份有限公司位于江苏省苏州市高新区塔园路93号，成立日期2010年11月5日， 上市日期2020年9月4日，公司主营业务涉及光伏逆变器等产品的研发、生产、销售。主营业务收入构成 为：户用系统销售45.41%，光伏并网逆变器32.91%，其他产品7.05%，储能电池7.02%，光伏储能逆变 器6.85%，其他(补充)0.76%。 从基金十大重仓股角度 数据显示，易米基金旗下1只基金重仓固德威。易米低碳经济股票发起A（017165）二季度持有股数6.11 万股，占基金净值比例为6.76%，位居第六大重仓股。根据测算，今日浮盈赚取约15.39万元。 易米低碳经济股票发起A（017165）成立日期2023年3月14日，最新规模3519.22万。今年以来收益 21.05%，同类排名2221/4222；近一年收益65.79%，同类排名1135/3779；成立以来亏损8.32%。 截至发稿，孙会东累计任职时间2年82天，现任 ...

据证券之星公开数据整理，近期固德威（688390）发布2025年中报。根据财报显示，固德威营收上升亏 损收窄。截至本报告期末，公司营业总收入40.86亿元，同比上升29.8%，归母净利润-1659.8万元，同比 上升30.35%。按单季度数据看，第二季度营业总收入22.04亿元，同比上升9.01%，第二季度归母净利润 1143.03万元，同比上升129.02%。 证券之星价投圈财报分析工具显示： 业务评价：公司去年的ROIC为0.72%，近年资本回报率不强。公司业绩具有周期性。去年的净利率 为-0.05%，算上全部成本后，公司产品或服务的附加值不高。从历史年报数据统计来看，公司上市以来 中位数ROIC为16.65%，投资回报也很好，其中最惨年份2013年的ROIC为-405.05%，投资回报极差。公 司历史上的财报相对一般（注：公司上市时间不满10年，上市时间越长财务均分参考意义越大。），公 司上市来已有年报4份，亏损年份2次，显示生意模式比较脆弱。 商业模式：公司业绩主要依靠研发及营销驱动。需要仔细研究这类驱动力背后的实际情况。 本次财报公布的各项数据指标表现尚佳。其中，毛利率19.92%，同比减12.49 ...

Core Viewpoint - GoodWe Technologies Co., Ltd. reported a significant increase in revenue for the first half of 2025, driven by strong performance in the photovoltaic industry and expansion in both domestic and international markets [3][4][9]. Financial Performance - The company's operating income for the first half of 2025 reached approximately 4.09 billion RMB, representing a 29.80% increase compared to the same period last year [3][4]. - The net profit attributable to shareholders was approximately -16.60 million RMB, an improvement of 7.23 million RMB from the previous year [3][9]. - The total assets of the company stood at approximately 8.02 billion RMB, showing a slight increase of 0.80% from the end of the previous year [3][9]. Market Position and Industry Context - The photovoltaic industry in China has become a global leader, with a significant increase in installed capacity, reaching 211.61 GW in the first half of 2025, a year-on-year growth of approximately 106.49% [7]. - GoodWe's product offerings include photovoltaic grid-connected inverters, energy storage products, and household systems, focusing on reducing electricity costs and improving efficiency [7][8]. - The company has established a strong global presence, with inverter sales of approximately 399,500 units in the first half of 2025, of which about 91.69% were grid-connected inverters [10][20]. Research and Development - GoodWe emphasizes continuous research and development, with a focus on energy conversion, power electronics, and energy management technologies [8][18]. - The company holds 687 authorized intellectual properties, including 105 invention patents, indicating a strong commitment to innovation [12][18]. Awards and Recognition - The company received multiple awards during the reporting period, including recognition as a leading inverter manufacturer by Bloomberg New Energy Finance and various industry awards for its products [10][20]. - GoodWe's products have been certified by international authorities, enhancing its reputation in the photovoltaic sector [19][20].

固德威技术股份有限公司2025 年半年度报告摘要 公司代码：688390 公司简称：固德威 固德威技术股份有限公司 固德威技术股份有限公司2025 年半年度报告摘要 第一节 重要提示 规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 公司已在本报告中详细描述可能存在的相关风险，具体内容详见本报告第三节"管理层讨论与分析" 之"四、风险因素"相关内容。 虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 无 □适用 √不适用 固德威技术股份有限公司2025 年半年度报告摘要 第二节 公司基本情况 公司股票简况 公司股票简况 | 股票种类 | 股票上市交易所 股票简称 | | 股票代码 | 变更前 | | --- | --- | --- | --- | --- | | 股票简称 | | | | | | A股 | 上海证券交易所科创板 固德威 | | 688390 不适用 | | | 公司存托凭证简况 | | | | | | □适用 √不适用 | | | | | | 联系人和联系方式 | | | | | | 联系人和联系方式 | 董事会秘书（信息披露境内代表） | | | 证 ...

Core Viewpoint - The company is committed to enhancing operational efficiency, strengthening market competitiveness, and safeguarding investor rights through its action plan released on April 29, 2025, while regularly assessing the execution of this plan [1] Group 1: Business Performance - In the first half of 2025, the company achieved operating income of -16,597,979.91 yuan, an increase of 7,232,622.38 yuan compared to the same period last year [1] - As of the end of the reporting period, total assets amounted to 8,015,958,732.76 yuan, a slight increase of 0.80% from the end of the previous year [1] - The equity attributable to shareholders decreased by 1.43% to 2,710,597,978.81 yuan compared to the end of the previous year [1] Group 2: Intellectual Property and Innovation - As of June 30, 2025, the company held 687 authorized intellectual property rights, including 18 invention patents [2] - During the reporting period, the company added 72 authorized intellectual property rights, including 8 invention patents and 45 utility model patents [2] - The company focuses on technology development and product innovation in the photovoltaic inverter and smart energy sectors [2] Group 3: Product Development and Certifications - The upgraded SDT G4 series of photovoltaic inverters has achieved breakthroughs in performance, design, compatibility, and intelligence [2] - The company became the first globally to receive a low noise performance certification for its commercial photovoltaic inverters from T?V Rheinland [2] Group 4: Smart Energy Management - The company launched a virtual power plant operation management platform, integrating energy storage and controllable loads to support new power system construction [4] - The platform employs a "cloud-edge-end" architecture for efficient data transmission and processing, enhancing resource utilization [4] Group 5: Strategic Partnerships and Collaborations - The company established a joint venture with Guangde City Transportation Investment Co., marking a milestone in urban-level virtual power plant construction [5] - A strategic partnership with Alibaba Cloud aims to explore key technologies in digital energy and provide practical applications for the industry [6] Group 6: Awards and Recognition - The company received multiple awards, including the "Polar Star Cup" for outstanding virtual power plant cases and the "Innovative Product" award for its energy-saving solutions [6][10] - The ESA series of integrated outdoor storage products won the 2024 New Energy Storage Excellent Product Award [10] Group 7: Market Expansion and Sales - In the first half of 2025, the company sold approximately 399,500 inverters, with grid-connected inverters accounting for about 366,300 units [9] - The company also sold approximately 214.47 MWh of energy storage batteries and 647.91 MW of domestic distributed systems [9] Group 8: Corporate Governance and ESG Practices - The company has revised and added several internal regulations to enhance governance structure and ensure compliance [14] - It has published ESG reports for four consecutive years, showcasing its commitment to environmental and social responsibilities [14] Group 9: Investor Relations and Communication - The company emphasizes transparency in information disclosure and has implemented various channels for investor communication [15] - It has conducted multiple investor engagement activities to enhance understanding of the company's value and operations [15] Group 10: Shareholder Returns - The company repurchased 882,246 shares, representing 0.36% of its total share capital, to maintain market value and boost investor confidence [16]