Group 1 - The core point of the article is that Arctech experienced two block trades on September 9, totaling a transaction amount of 58.60 million yuan and a volume of 5 million shares, with a transaction price of 11.72 yuan, reflecting a discount of 9.98% compared to the closing price [1][2] - The total transaction amount for the two block trades was 58.60 million yuan, with institutional special seats participating in both the buying and selling sides [1] - Over the past three months, Arctech has recorded a total of 10 block trades, amounting to 110 million yuan [1] Group 2 - The closing price of Arctech on the day of the report was 13.02 yuan, showing an increase of 1.24%, with a turnover rate of 8.73% and a total transaction amount of 1.611 billion yuan [1] - The stock has seen a cumulative increase of 27.77% over the past five days, with a total net outflow of funds amounting to 88.57 million yuan during the same period [1] - The latest margin financing balance for Arctech is 692 million yuan, which has increased by 187 million yuan over the past five days, representing a growth rate of 37.06% [2]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月9日，阿特斯收涨1.24%，收盘价为13.02元，发生2笔大宗交易，合计成交量500万股，成交金额5860 万元。 第1笔成交价格为11.72元，成交250.00万股，成交金额2,930.00万元，溢价率为-9.98%，买方营业部为机 构专用，卖方营业部为东吴证券股份有限公司苏州狮山路证券营业部。 第2笔成交价格为11.72元，成交250.00万股，成交金额2,930.00万元，溢价率为-9.98%，买方营业部为机 构专用，卖方营业部为东吴证券股份有限公司苏州狮山路证券营业部。 进一步统计，近3个月内该股累计发生10笔大宗交易，合计成交金额为1.1亿元。该股近5个交易日累计 上涨27.77%，主力资金合计净流入7329.3万元。 责任编辑：小浪快报 ...

9月9日，阿特斯大宗交易成交500万股，成交额5860万元，占当日总成交额的3.51%，成交价11.72元， 较市场收盘价13.02元折价9.98%。 | 交易日期 | 任初期除 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 英入营业部 | | 美出信受部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-09 | 阿特斯 | 688472 | 11.72 | 2930 | 250 | 机构专用 | 东奥证券股份有限 公司于州铺可路连 | 199 | | | | | | | | | 全国不是 | | | 2025-09-09 | 阿特斯 | 688472 | 11.72 | 2930 | 250 | 机构专用 | 东吴证券股份有限 公司苏州狮山路证 | Kat | | | | | | | | | 發展不限 | | ...

中国国际金融股份有限公司 关于阿特斯阳光电力集团股份有限公司 2025 年半年度持续督导跟踪报告 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为阿 特斯阳光电力集团股份有限公司（以下简称"阿特斯"或"公司"）首次公开发行 股票并在科创板上市项目的保荐机构，根据《证券发行上市保荐业务管理办法》、 《上海证券交易所科创板股票上市规则》和《上海证券交易所科创板上市公司自 律监管指引第 1 号——规范运作》等相关规定对阿特斯履行持续督导职责，并出 具本持续督导半年度跟踪报告。 | 一、持续督导工作情况 | | --- | | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并针对具体 的持续督导工作制定相应的工作计划 | 保荐机构已建立健全并有效执行 | | | | 了持续督导制度，并制定了相应 | | | | 的工作计划 | | | 根据中国证监会相关规定，在持续督导工作开始前， 与上市公司或相关当事人签署持续督导协议，明确双 | 保荐机构已与阿特斯签订《保荐 | | | | 协议》，该协议明确了双方在持续 | | ...

Core Viewpoint - On September 5, 2023, a block trade of 2 million shares of Arctech was executed at a price of 10.57 yuan, representing an 11.77% discount to the closing price of the day [1] Summary by Category Block Trade Details - The total transaction amount for the block trade was 21.14 million yuan [1] - The buyer was an institutional special seat, while the seller was Dongwu Securities Co., Ltd. Suzhou Shishan Road Securities Business Department [1] - In the last three months, Arctech has recorded a total of 8 block trades, with a cumulative transaction amount of 51.62 million yuan [1] Stock Performance - The closing price of Arctech on the day of the trade was 11.98 yuan, reflecting a 13.45% increase [1] - The daily turnover rate was 12.79%, with a total transaction amount of 2.061 billion yuan [1] - Throughout the day, the net outflow of main funds was 65.56 million yuan, while the stock has increased by 18.38% over the past five days, with a total net inflow of 198 million yuan [1] Margin Trading Data - The latest margin financing balance for Arctech was 584 million yuan, which increased by 105 million yuan over the past five days, representing a growth of 21.80% [1]

Core Viewpoint - The photovoltaic equipment sector has gained significant attention in the capital market, with a notable increase of 6.10% on September 5, driven primarily by the rise in polysilicon futures prices [1][2]. Group 1: Market Performance - The surge in the photovoltaic equipment sector was catalyzed by the increase in polysilicon futures, leading to a strong performance in A-share silicon material and wafer stocks [1]. - Key stocks such as JinkoSolar, TCL Zhonghuan, Daqo New Energy, and Shuangliang Eco-Energy have attracted significant institutional interest, reflecting a positive market outlook for the photovoltaic equipment sector [1]. - Individual stock performances included JinkoSolar's stock price soaring to 89.24 yuan with a 19.99% increase, and other notable gains from Jingcheng Machinery, Sungrow Power Supply, and others, resulting in a total net inflow of 5.207 billion yuan into the sector [1]. Group 2: Industry Dynamics - As the world's largest solar cell producer, China's solar cell industry is a powerful engine driving the growth of the entire photovoltaic industry, creating a large and promising photovoltaic equipment sector [2]. - Chinese photovoltaic equipment companies benefit from extensive technical experience in semiconductor equipment manufacturing, providing a solid foundation for technological research and innovation, which enhances their competitive position in the global market [2]. Group 3: Polysilicon Price Impact - Polysilicon, as a key upstream raw material in the photovoltaic industry chain, has a direct impact on profit distribution and market expectations across the entire industry [3]. - The rise in polysilicon prices is expected to boost order volumes and product prices for downstream photovoltaic equipment companies, leading to improved profit expectations and attracting significant capital into the sector [3]. - However, there are concerns that excessively high polysilicon prices could increase the construction costs of photovoltaic power stations, potentially suppressing downstream demand and affecting order volumes and profitability for photovoltaic equipment companies in the long term [3].

| 2025-09-05 | 阿特斯 | 688472 | 10.57 | 2114 200 | 机构专用 | 东吴证券股份有限 | 10 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | · 证券简称 | 证券代码 | | 成交价(元) 成交盒额(万元) 成交量(*) 买入营业部 | | 要出营业器 公司及州静山路证 | 是否为变场 | 9月5日，阿特斯大宗交易成交200万股，成交额2114万元，占当日总成交额的1.02%，成交价10.57元， 较市场收盘价11.98元折价11.77%。 ...

Market Overview - The Shanghai Composite Index closed at 3812.51 points, above the annual line, with a gain of 1.24% [1] - The total trading volume of A-shares reached 23,483.59 million yuan [1] Stocks Breaking Annual Line - A total of 156 A-shares have surpassed the annual line today, with notable stocks including Jing Sheng Ji Dian, Tian Hua Xin Neng, and Aters, showing divergence rates of 16.65%, 13.95%, and 10.55% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include Jin Ka Zhi Neng, Feng Huang Hang Yun, and San Li Pu [1] Top Divergence Stocks - The top three stocks with the highest divergence rates are: - Jing Sheng Ji Dian (300316) with a daily increase of 18.24% and a divergence rate of 16.65% [1] - Tian Hua Xin Neng (300390) with a daily increase of 20.01% and a divergence rate of 13.95% [1] - Aters (688472) with a daily increase of 13.45% and a divergence rate of 10.55% [1] Additional Notable Stocks - Other notable stocks with significant daily increases and divergence rates include: - Feng Hua Gao Ke (000636) with a 10.04% increase and 8.67% divergence [1] - Rong Qi Ke Ji (301360) with an 8.21% increase and 7.72% divergence [1] - Ke Bo Da (603786) with a 10.00% increase and 7.46% divergence [1]

Core Viewpoint - The article highlights a significant rally in the Chinese stock market on September 5, with major indices experiencing substantial gains, indicating a positive market sentiment and potential investment opportunities in various sectors [2][3]. Market Performance - The Shanghai Composite Index closed at 3812.51 points, up 1.24% - The Shenzhen Component Index closed at 12590.56 points, up 3.89% - The ChiNext Index closed at 2958.18 points, up 6.55% - The North Star 50 Index rose by 5.15% - Total trading volume in the Shanghai and Shenzhen markets reached 2.3 trillion yuan, with over 4800 stocks rising [2][3]. Sector Performance - Solid-state batteries, photovoltaic, wind power, silicon energy, and CPO sectors showed the highest gains - The solid-state battery sector surged, with Tianhong Lithium Battery hitting a 30% limit up, and several other stocks like Jinhai Galaxy and Tianshu New Energy also reaching 20% limit up [5][6]. - The photovoltaic sector also performed well, with Jina Technology and Jing Sheng Machinery both seeing significant increases [7]. - Banking stocks experienced adjustments, with major banks like Postal Savings Bank and Agricultural Bank dropping nearly 3% [8]. Individual Stock Highlights - Zhongji Xuchuang rose by 10.26%, with a trading volume exceeding 30 billion yuan - Ningde Times increased by nearly 7%, with a trading volume over 22 billion yuan - Hanwujun saw a rise of over 6%, with a trading volume exceeding 24 billion yuan [9]. Capital Flow - Main capital inflows were observed in power equipment, electronics, and machinery sectors - Notable net inflows included 1.929 billion yuan into Xiandai Intelligent, 1.338 billion yuan into Shenghong Technology, and 1.223 billion yuan into Wolong Electric Drive [11][12]. - Significant net outflows were recorded from Pacific, Gongxiao Daji, and Sailisi, with outflows of 1.019 billion yuan, 571 million yuan, and 553 million yuan respectively [13]. Institutional Perspectives - Dexun Securities noted strong fluctuations around the 3800-point mark for the Shanghai Index, suggesting that low-valuation sectors will attract continued capital inflow, supporting a positive mid-term outlook for the index [15]. - Guojin Securities indicated that the recent pullback in strong sectors is a technical correction rather than a sign of market peak, with no substantial negative news affecting the market [15]. - Shenwan Hongyuan emphasized strong support at 3731 points, predicting that the market will not experience a unilateral adjustment [16].

Market Overview - The Shanghai Composite Index closed at 3796.45 points, above the annual line, with an increase of 0.81% [1] - The total trading volume of A-shares reached 1,804.95 billion yuan [1] Stocks Breaking Annual Line - A total of 112 A-shares have surpassed the annual line today, with notable stocks including Jing Sheng Machinery, Tianhua New Energy, and Aters, showing significant deviation rates of 14.93%, 13.95%, and 10.27% respectively [1] - Stocks with smaller deviation rates that just crossed the annual line include Jiaotong Sinno, Quantu Education, and Power Diamond [1] Top Stocks by Deviation Rate - Jing Sheng Machinery (300316) reported a daily increase of 16.49% with a deviation rate of 14.93% [1] - Tianhua New Energy (300390) saw a daily increase of 20.01% with a deviation rate of 13.95% [1] - Aters (688472) had a daily increase of 13.16% with a deviation rate of 10.27% [1] Additional Stocks with Notable Performance - Fenghua High-Tech (000636) increased by 10.04% with a deviation rate of 8.67% [1] - Kebo Da (603786) rose by 10.00% with a deviation rate of 7.46% [1] - Rongqi Technology (301360) increased by 6.95% with a deviation rate of 6.48% [1]