Investment Rating - The report suggests a "Buy" rating for the "Space Photovoltaics" sector, emphasizing its high potential due to the unique energy supply needs in commercial space endeavors [1][5]. Core Insights - The report highlights the increasing importance of "Space Photovoltaics" as a critical energy source for various space applications, including low Earth orbit satellites and future lunar bases, driven by the urgency of U.S.-China competition and limited orbital resources [1][5]. - The report also expresses optimism for the wind power sector, particularly following Poland's successful auction for 3.4GW of offshore wind projects, which is expected to accelerate order releases in the coming years [2][10]. - The hydrogen and fuel cell sector is gaining traction, with significant contracts for green ammonia as a marine fuel, indicating a growing market for sustainable energy solutions [12][13]. Summary by Sections Space Photovoltaics - The report emphasizes the necessity of solar energy in space applications, likening its importance to electricity supply for AI computing [1][5]. - The potential for rapid fundamental catalysts in this sector is noted, suggesting it may outpace other emerging industries like nuclear fusion and robotics [1][5]. Wind Power - Poland's recent auction for 3.4GW of offshore wind capacity is expected to enhance visibility for long-term European offshore wind demand, with annual grid connection capacities projected to exceed 14GW by 2031-2032 [2][9]. - The report anticipates accelerated releases of orders for components such as piles and subsea cables due to this growing demand [2][10]. Hydrogen and Fuel Cells - A major shipping company has secured a long-term contract for 15.8 million tons of green ammonia, validating its use as a marine fuel and highlighting the commercial viability of green hydrogen solutions [12][13]. - The report notes the comprehensive capabilities of Chinese companies in the green ammonia supply chain, from production to certification and logistics [13]. Lithium Battery Sector - Ford has terminated a significant battery supply agreement with LG Energy, reflecting shifts in electric vehicle demand expectations and policy adjustments [17][18]. - The report indicates a strong upward trend in lithium carbonate prices, with futures contracts surpassing 110,000 yuan/ton, driven by supply constraints and limited inventories [17][41]. AIDC and Liquid Cooling - The report highlights a surge in sentiment within the AIDC sector, driven by significant partnerships and the increasing demand for liquid cooling solutions in data centers [20][21]. - It emphasizes the importance of domestic companies in enhancing their positions in the global liquid cooling market, suggesting a favorable outlook for investment opportunities [20][21]. Electrical Equipment and Grid - The report discusses the planned H-share issuance by a key electrical equipment company, aimed at enhancing R&D and international expansion, which is seen as a critical milestone for the company's growth strategy [22][23]. - It highlights the expected growth in demand for electrical transformers and high-voltage direct current (HVDC) systems, driven by ongoing upgrades in the global power grid [22][23].

证券时报·数据宝统计显示，阿特斯今日收盘价为15.11元，上涨0.80%，日换手率为3.59%，成交额为 7.59亿元，全天主力资金净流出1502.92万元，近5日该股累计下跌5.56%，近5日资金合计净流出4.19亿 元。 两融数据显示，该股最新融资余额为9.28亿元，近5日减少9452.06万元，降幅为9.25%。（数据宝） 12月19日阿特斯大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万 股） | （万元） | 格 （元） | 折溢价（%） | | | | 40.00 | 542.80 | 13.57 | -10.19 | 瑞银证券有限责任公司上海 | 东吴证券股份有限公司苏 | | | | | | 花园石桥路证券营业部 | 州狮山路证券营业部 | | 21.92 | 297.46 | 13.57 | -10.19 | 中信建投证券股份有限公司 | 东吴证券股份有限公司苏 | | | | | | 北京望京证券营业部 | 州狮山路证券营业部 | （文章来源：证券时 ...

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！ 12月19日，阿特斯收涨0.80%，收盘价为15.11元，发生2笔大宗交易，合计成交量61.92万股，成交金额 840.26万元。 第2笔成交价格为13.57元，成交40.00万股，成交金额542.80万元，溢价率为-10.19%，买方营业部为瑞 银证券有限责任公司上海花园石桥路证券营业部，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36笔大宗交易，合计成交金额为2.5亿元。该股近5个交易日累计 下跌5.56%，主力资金合计净流出4.1亿元。 责任编辑：小浪快报 第1笔成交价格为13.57元，成交21.92万股，成交金额297.46万元，溢价率为-10.19%，买方营业部为中 信建投证券股份有限公司北京望京证券营业部，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。 ...

Group 1 - The core transaction involved 619,200 shares of Artis, with a total transaction value of 8.4026 million yuan, representing 1.09% of the total trading volume for the day [1] - The transaction price was 13.57 yuan, which is a discount of 10.19% compared to the market closing price of 15.11 yuan [1] - The trading date for this transaction was December 19, 2025 [2] Group 2 - The transaction details include a total amount of 542.8 thousand yuan for one part of the transaction and 297.46 thousand yuan for another part [2] - The trading volume for the first part was 40,000 shares, while the second part had a volume of 21,920 shares [2] - The securities code for Artis is 688472 [2]

证券日报网讯12月18日晚间，阿特斯发布公告称，截至本公告披露日，本次回购的12个月期限已满。公 司以集中竞价交易方式累计回购公司股份45，077，212股，占公司总股本的比例为1.22%。 ...

格隆汇12月18日丨阿特斯(688472.SH)公布，截至本公告披露日，本次回购的12个月期限已满。公司以 集中竞价交易方式累计回购公司股份45,077,212股，占公司总股本的比例为1.22%，回购成交的最高价 为16.52元/股，最低价为8.34元/股，回购使用的资金总额为人民币500,608,562.12元（不含印花税、交易 佣金等交易费用）。公司回购股票金额已达到回购方案中回购资金总额下限、且未超过回购资金总额上 限，本次回购方案（用于注销并减少公司注册资本）实施完毕。 ...

人民财讯12月18日电，据阿特斯消息，阿特斯储能业务子公司阿特斯储能已与亚太地区领先的独立可再 生能源开发商Vena Energy达成合作，将为Vena Energy的"泰勒姆本德3号(Tailem Bend3)"光储项目，提供 408兆瓦时(MWh)储能系统(BESS)及长期运维服务。该项目是阿特斯储能在澳大利亚斩获的第四个大型 储能系统订单。截至目前，公司在澳洲已交付及在建的项目总容量已突破2吉瓦时(GWh)。 ...

截至发稿，阿特斯市值为553亿元。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… （记者 曾健辉） 每经AI快讯，阿特斯（SH 688472，收盘价：14.99元）12月18日晚间发布公告称，截至本公告披露日， 本次回购的12个月期限已满。公司以集中竞价交易方式累计回购公司股份约4508万股，占公司总股本的 比例为1.22%，回购成交的最高价为16.52元/股，最低价为8.34元/股，回购使用的资金总额为人民币约 5.01亿元。公司回购股票金额已达到回购方案中回购资金总额下限、且未超过回购资金总额上限，本次 回购方案实施完毕。 2024年1至12月份，阿特斯的营业收入构成为：光伏行业占比98.37%，其他业务占比1.63%。 ...

证券代码：688472 证券简称：阿特斯 公告编号：2025-071 阿特斯阳光电力集团股份有限公司 关于股份回购实施结果暨股份变动的公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2024/11/30 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2024 年 19 日~2025 | 12 | 月 | 年 | 12 | 月 18 | 日 | | 预计回购金额 | 5亿元~10亿元 | | | | | | | | 回购价格上限 | 21.33元/股 | | | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | 实际回购股数 | 4,507.72万股 | | | | | | | | 实际回购股数占总股本比例 | 1.22% | | | | | | | ...

阿特斯公告，截至本公告披露日，本次回购的12个月期限已满。公司以集中竞价交易方式累计回购公司 股份4507.72万股，占公司总股本的比例为1.22%，回购成交的最高价为16.52元/股，最低价为8.34元/ 股，回购使用的资金总额为人民币5.01亿元（不含印花税、交易佣金等交易费用）。公司回购股票金额 已达到回购方案中回购资金总额下限、且未超过回购资金总额上限，本次回购方案（用于注销并减少公 司注册资本）实施完毕。 ...