8月22日，固德威盘中上涨2.01%，截至10:14，报48.64元/股，成交1.29亿元，换手率1.11%，总市值117.99亿元。 截至3月31日，固德威股东户数1.69万，较上期减少4.02%；人均流通股14364股，较上期增加4.19%。2025年1月-3月，固德威实现营业收入18.82亿元，同比增长67.13%；归母净利润-2 分红方面，固德威A股上市后累计派现5.38亿元。近三年，累计派现3.27亿元。 机构持仓方面，截止2025年3月31日，固德威十大流通股东中，汇丰晋信低碳先锋股票A（540008）位居第六大流通股东，持股503.61万股，持股数量较上期不变。广发高端制造股票A（004 责任编辑：小浪快报 资金流向方面，主力资金净流入57.79万元，特大单买入484.08万元，占比3.75%，卖出521.92万元，占比4.04%；大单买入4365.38万元，占比33.82%，卖出4269.75万元，占比33.08% 固德威今年以来股价涨18.92%，近5个交易日跌2.72%，近20日涨11.94%，近60日涨23.73%。 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紫金路90号，成 ...

Group 1 - The core viewpoint of the news is that Goodwe Technology Co., Ltd. has applied for a patent related to a control method and device for grid-connected inverter fault ride-through negative sequence current, indicating innovation in inverter technology [1] - The patent application was filed on June 2025, and the publication number is CN120497975A, showcasing the company's ongoing efforts in research and development [1] - The invention aims to improve the detection of grid imbalance faults by utilizing the phase of positive sequence voltage to derive negative sequence voltage, thus enhancing the efficiency of fault detection and control strategy switching [1] Group 2 - Goodwe Technology Co., Ltd. was established in 2010 and is located in Suzhou, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 2,425.86404 million RMB and has invested in 28 enterprises, indicating a strong presence in the market [2] - Goodwe has participated in 565 bidding projects and holds 632 patents, reflecting its active role in innovation and competitive positioning within the industry [2]

Core Insights - The report highlights the ongoing recovery in the domestic financial market, with significant investments in infrastructure and a focus on emerging sectors such as energy storage and commercial aerospace [3][4][8]. Industry Updates - The price of lithium hexafluorophosphate continues to rise due to supply-demand mismatches, with related stocks including Tianqi Lithium (002709) and Xinzhou Bang (300037) [9]. - Energy storage companies are experiencing improved profitability as they push back against market saturation, with notable stocks being Goodwe (688390) and Penghui Energy (300438) [9]. - The commercial aerospace sector remains vibrant, with accelerated satellite internet construction and launch schedules, involving companies like Zhenlei Technology (688270) and Zongshen Power (001696) [10]. Company Focus - Weichai Heavy Machinery (000880) reported a revenue of 2.746 billion yuan and a net profit of 144 million yuan for the first half of 2025, marking a year-on-year growth of 52.62%, and plans to implement a stock split [12]. - Dongfang Wealth (300059) achieved a revenue of 6.856 billion yuan and a net profit of 5.567 billion yuan in the first half of 2025, reflecting a year-on-year increase of 37.27% [12]. - Guanghong Technology (300735) recently secured over 50 million euros in new product orders [12]. - 4S Small Commodity City (600415) reported a revenue of 7.713 billion yuan and a net profit of 1.691 billion yuan for the first half of 2025, showing a growth of 16.78% [12]. Market Review and Outlook - The market experienced a rebound on August 15, with the ChiNext Index leading the gains. The total trading volume across the Shanghai and Shenzhen markets was 2.24 trillion yuan, a decrease of 34.6 billion yuan from the previous trading day [14]. - The report notes a positive market sentiment, with a broad range of stocks rising, particularly in the financial and technology sectors, indicating a favorable environment for attracting new capital [14]. - The report suggests that as long as trading volumes remain above 2 trillion yuan, there will be opportunities for rotation among popular sectors such as AI, finance, and robotics [14].

证券时报指出，近年来，伴随储能电池、储能变流器、储能系统等行业扩张加速、行业竞争压力加大， 多数企业盈利面临承压。在反内卷持续推进与价格法修正背景下，随着行业出清加速与技术迭代推进， 市场集中度有望进一步提升，具备成本与技术优势的头部企业盈利弹性值得期待。 固德威：在储能小功率PCS领域出货量排名全球第一。 鹏辉能源：储能锂电池业务布局扎实，储能电芯产品从小储向大储拓展，并及时卡位工商业储能等新兴 赛道，与储能各赛道领先客户达成深度合作。 *免责声明：文章内容仅供参考，不构成投资建议 据证券时报报道，中国化学与物理电源行业协会8月13日发布《关于维护公平竞争秩序促进储能行业健 康发展的倡议》（征求意见稿）。 截至8月14日，已有152家企业参与此次倡议，参与企业集中涵盖锂离子电池、液流电池、钠离子电池、 压缩空气储能、飞轮储能、超级电容器、储热、PCS、BMS、储能系统集成商、智能装备、温控系统、 消防系统、设计规划、施工安装等产业链和供应链单位，如在前十名锂离子电池生产企业中有九家积极 参与了本次倡议，在前十名储能系统集成企业中有八家企业参与本次倡议，意味着协会发起的本次倡议 获得了储能产业链企业积极响应和 ...

Core Viewpoints - The energy storage industry is focusing on zero-carbon solutions and innovative products to meet the growing demand for energy efficiency and sustainability [3][5][10]. Group 1: Industry Trends - The EESA energy storage exhibition showcased a variety of products emphasizing large capacity and smart energy management systems, with many companies introducing solutions aimed at achieving zero-carbon goals [2][3]. - Companies like 汇川技术 and 远景 are leading the charge with their zero-carbon strategies and AI-driven energy management systems, respectively, indicating a shift towards integrated energy solutions [5][10]. - The trend towards larger single-unit capacities in commercial energy storage systems is evident, with products like 弘正储能's 522kWh storage cabinet and 华致能源's 627kWh system being introduced [3][19]. Group 2: Key Product Innovations - 汇川技术 introduced a series of products including a 430kW liquid-cooled PCS and a 6.9MW integrated boosting unit, designed for various operational environments and scenarios [5][7]. - 远景's artificial intelligence super storage and charging network integrates storage, charging, and AI scheduling, creating a comprehensive energy ecosystem [10][8]. - 弘正储能's new 522kWh commercial storage cabinet features high flexibility and safety, designed to meet diverse operational needs [13][11]. Group 3: Company Highlights - 采日能源 presented its smart energy operation platform, which combines AI with energy storage to enhance decision-making and optimize energy costs for businesses [16][14]. - 量道储能 launched a new liquid-cooled all-in-one machine based on its self-developed 3S integration architecture, which reduces costs and improves efficiency [25][23]. - 新能安's 安鑫300 product, with a capacity of 150kW/300kWh, is designed for industrial parks and charging stations, showcasing the trend towards modular and scalable energy solutions [29][31]. Group 4: Market Dynamics - The competition among energy storage companies is intensifying, with innovations aimed at reducing costs and improving efficiency becoming critical for market success [2][3]. - The introduction of large-capacity batteries, such as 亿纬锂能's 628Ah and 5MWh systems, reflects the industry's focus on enhancing energy density and operational efficiency [46][49]. - Companies are increasingly adopting AI and smart management systems to optimize energy usage and enhance operational efficiency, as seen in products from 融和元储 and 固德威 [22][77].

Core Viewpoint - The China Chemical and Physical Power Industry Association released a draft initiative on August 13 to promote healthy development in the energy storage industry, focusing on fair competition and various operational standards [1][2][3]. Group 1: Initiative Details - The initiative includes guidelines on cost pricing behavior, encouraging members to participate in market competition based on technology, service, reputation, and performance capabilities [3][4]. - It emphasizes the importance of integrity and transparency in bidding activities, discouraging irrational low pricing and non-compliance with contracts [3][4]. - The initiative also promotes technological innovation and green development, urging participation in the establishment of industry standards [4]. Group 2: Industry Participation - Notable companies signing and participating in the initiative include BYD, EVE Energy, Huawei Digital Energy, and others, indicating a collective effort towards industry improvement [2][4]. Group 3: Investment Recommendations - The report suggests focusing on energy storage companies that may benefit from improved profitability due to the anti-involution policy, as the industry faces increasing competition and pressure on profits [2][5]. - Companies with cost and technological advantages, such as Sungrow Power Supply, Sungrow Shares, and CATL, are highlighted as having potential for profit elasticity [5].

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the electric equipment and new energy industry [2][5]. Core Viewpoints - The report highlights the "anti-involution" initiative proposed by the China Chemical and Physical Power Industry Association, which aims to promote healthy development in the energy storage industry through cost pricing norms, product and service fulfillment, technological innovation, and industry coordination mechanisms [3][4]. - The report suggests that under the influence of the anti-involution policy, there are opportunities for profit improvement among energy storage companies, especially as market concentration is expected to increase with accelerated industry clearing and technological iteration [6]. Summary by Relevant Sections Industry Overview - The energy storage industry has faced increasing competition and pressure on profitability due to rapid expansion in energy storage batteries, inverters, and systems [3][6]. - The anti-involution policy is expected to enhance the profitability of leading companies with cost and technological advantages as the market becomes more concentrated [6]. Investment Recommendations - The report recommends focusing on companies such as Sungrow Power Supply, Shenghong Technology, Goodwe, CATL, EVE Energy, Zhongxin Innovation, and Penghui Energy for potential profit improvement opportunities [3][6]. Profit Forecasts for Related Companies - The report provides profit forecasts for several companies, including: - Sungrow Power Supply: Expected net profit of 110.4 billion RMB in 2024, with a PE ratio of 17x [8]. - CATL: Expected net profit of 507.4 billion RMB in 2024, with a PE ratio of 25x [8]. - EVE Energy: Expected net profit of 40.8 billion RMB in 2024, with a PE ratio of 23x [8].

| 公司 | 份额 | 总部 | | --- | --- | --- | | Tesla 特斯拉 | 15% | 美国 | | Sungrow 阳光能源 | 14% | 中国 | | CRRC 中国中车 | 8% | 中国 | | Envision 远景能源 | 6% | 中国 | | Huawei 华为 | 6% | 中国 | | HyperStrong 海博思创 | 5% | 中国 | | Fluence | 4% | 美国 | | BYD 片亚海 | 4% | 中国 | | XYZ 新源智储 | 3% | 中国 | | Powin | 3% | 美国 | | ZTT 中天储能 | 3% | 中国 | | Canadian Solar 阿特斯储能 | 3% | 中国 | | SOETL 电工时代 | 3% | 中国 | | Robestec 融和元储 | 3% | 中国 | | Trina Storage 天合储能 | 2% | 中国 | | Wartsila 瓦锡兰 | 2% | 芬兰 | | Goldwind 金风零碳 | 2% | 中国 | | LG Energy Solution Vertech ...

从资金流向上来看，当日光伏设备板块主力资金净流入9335.76万元，游资资金净流出2.63亿元，散户资 金净流入1.7亿元。光伏设备板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 605117 | 德业股份 | 2.44(Z) ﮯ | 10.16% | -1.91 Z | -7.97% | -5239.66万 | -2.18% | | 300763 | 锦浪科技 | 9672.86万 | 7.33% | -5671.27万 | -4.30% | -4001.59万 | -3.03% | | 300274 阳光电源 | | 7899.48万 | 1.29% | -4677.73万 | -0.76% | -3221.75万 | -0.52% | | 003022 联泓新科 | | 4913.58万 | 9.62% | 36.49万 | 0.07% | -4950.07万 | -9.69% | | ...

证券时报·数据宝统计，截至今日下午14:02，上证综指3685.66点，收于年线之上，涨跌幅为0.54%，A 股总成交额为17308.59亿元。到目前为止，今日有39只A股价格突破了年线，其中乖离率较大的个股有 佛燃能源、固德威、华峰铝业等，乖离率分别为8.20%、8.06%、7.76%；隆基绿能、中南传媒、中航光 电等个股乖离率较小，刚刚站上年线。 （文章来源：证券时报网） | | 备 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 603960 | 克来机 | 0.61 | 1.93 | 19.76 | 19.87 | 0.57 | | | 电 | | | | | | | 688348 | 昱能科 | 2.67 | 1.51 | 47.42 | 47.67 | 0.52 | | | 技 | | | | | | | 600809 | 山西汾 | 0.64 | 0.43 | 187.27 | 188.00 | 0.39 | | | 酒 | | | | | | | 600094 | 大名城 | 0.59 | 1.86 | 3.40 | 3.41 ...