Market Performance - The BC battery concept index declined by 1.02% as of the market close on September 12, ranking among the top decliners in the concept sector [1] - Within the BC battery sector, leading stocks such as XianDao Intelligent, JuHe Materials, and DiEr Laser experienced significant declines, while stocks like Robotech, Inno Laser, and Dongcai Technology saw gains of 8.83%, 4.57%, and 3.43% respectively [1] Capital Flow - The BC battery concept sector experienced a net outflow of 2.538 billion yuan, with 32 stocks facing net outflows, and 5 stocks seeing outflows exceeding 100 million yuan [2] - XianDao Intelligent led the outflow with a net withdrawal of 1.308 billion yuan, followed by Dongcai Technology, Longi Green Energy, and JuHe Materials with outflows of 267 million yuan, 201 million yuan, and 158 million yuan respectively [2] Top Gainers and Losers - The top gainers in the BC battery concept included Robotech, Foster, and Arctech, with net inflows of 88.06 million yuan, 72.77 million yuan, and 40.07 million yuan respectively [3] - The top decliners in the BC battery concept included XianDao Intelligent with a decline of 8.86%, JuHe Materials with a decline of 6.64%, and DiEr Laser with a decline of 6.16% [2][3]

关于持股 5%以下股东减持股份结果公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持股的基本情况 本次减持计划实施前，阿特斯阳光电力集团股份有限公司（以下简称"公 司" ）股东无锡元禾重元优能创业投资合伙企业（有限合伙）（以下简称"元禾 重元"）持有公司股份 131,770,537 股，占公司总股本的 3.57%。 减持计划的实施结果情况 证券代码：688472 证券简称：阿特斯 公告编号：2025-045 阿特斯阳光电力集团股份有限公司 2025 年 6 月 7 日，公司在上海证券交易所（www.sse.com.cn）披露了《阿 特斯阳光电力集团股份有限公司关于持股 5%以下股东减持股份计划公告》（公告 编号：2025-031）。 截至 2025 年 9 月 11 日，元禾重元已经通过集中竞价交易和大宗交易方式减 持公司股份 56,432,173 股，占公司总股本的 1.53%，其中通过集中竞价方式减 持公司股份 36,882,173 股，占公司总股本的 1%；通过大宗交易方式减持公 ...

截至发稿，阿特斯市值为447亿元。 每经头条（nbdtoutiao）——一次自救，"奥特曼"竟埋下百亿元损失的"时间炸弹"，现在被引爆！有人 却在疯狂赚钱⋯⋯ （记者 王晓波） 每经AI快讯，阿特斯（SH 688472，收盘价：12.11元）9月12日晚间发布公告称，截至2025年9月11日， 元禾重元已经通过集中竞价交易和大宗交易方式减持公司股份约5643万股，占公司总股本的1.53%，其 中通过集中竞价方式减持公司股份约3688万股，占公司总股本的1%；通过大宗交易方式减持公司股份 1955万股，占公司总股本的0.53%，本次减持计划时间已届满。 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%。 ...

格隆汇9月12日丨阿特斯(688472.SH)公布，截至2025年9月11日，元禾重元已经通过集中竞价交易和大 宗交易方式减持公司股份5643.22万股，占公司总股本的1.53%，其中通过集中竞价方式减持公司股份 3688.22万股，占公司总股本的1%；通过大宗交易方式减持公司股份1955万股，占公司总股本的 0.53%，本次减持计划时间已届满。 ...

（原标题：阿特斯现2笔大宗交易 合计成交450.00万股） 阿特斯9月11日大宗交易平台共发生2笔成交，合计成交量450.00万股，成交金额5080.50万元。成交价格 均为11.29元，相对今日收盘价折价8.80%。从参与大宗交易营业部来看，机构专用席位共出现在2笔成 交的买方或卖方营业部中，合计成交金额为5080.50万元，净买入5080.50万元。 进一步统计，近3个月内该股累计发生19笔大宗交易，合计成交金额为2.18亿元。 9月11日阿特斯大宗交易一览 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日 收盘折溢价 （%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 300.00 | 3387.00 | 11.29 | -8.80 | 机构专用 | 东吴证券股份有限公司苏州狮山路证券营业部 | | 150.00 | 1693.50 | 11.29 | -8.80 | 机构专用 | 东吴证券股份有限公司苏州狮山路证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报•数 ...

Summary of Key Points Core Viewpoint - On September 11, a total of 105 stocks were traded on the block trading platform, with a cumulative trading volume of 217 million shares and a total transaction value of 3.577 billion yuan, indicating active trading in the market [1]. Group 1: Top Block Trades - The highest transaction value was recorded by China Western Electric, with a single transaction amounting to 593 million yuan [1]. - Huatai Medical followed closely with a transaction value of 537 million yuan from one trade [1]. - Other notable stocks included Guangqi Technology, with a transaction value of 230 million yuan, and Huichuan Technology, with 129 million yuan [1]. Group 2: Stock Performance - China Western Electric saw a price increase of 0.78%, closing at 6.47 yuan, with a transaction price of 5.78 yuan, reflecting a discount of 10.66% [1]. - Huatai Medical's stock rose by 1.21%, closing at 309.53 yuan, with a transaction price of 248.20 yuan, showing a discount of 19.81% [1]. - Other stocks with significant price movements included Guangqi Technology (+3.21%), Huichuan Technology (+1.48%), and Tongcheng New Materials (+3.29%) [1].

| 代码 | 简称 | 成交笔 | 大宗交易数量 | 平均成交价格 | 相对收盘价折溢价 | 大宗交易金额 | | --- | --- | --- | --- | --- | --- | --- | | | | 数 | （万股） | （元） | （%） | （万元） | | 688617 | 惠泰医 疗 | 1 | 216.47 | 248.20 | -19.81 | 53728.82 | | 688692 | 达梦数 据 | 1 | 30.39 | 274.54 | -0.89 | 8343.29 | | 688382 | 益方生 物 | 2 | 207.00 | 30.15 | -14.40 | 6241.05 | | 688578 | 艾力斯 | 5 | 48.87 | 104.63 | -9.00 | 5113.27 | | 688472 | 阿特斯 | 2 | 450.00 | 11.29 | -8.80 | 5080.50 | | 688180 | | 1 | 100.00 | 47.40 | -0.69 | 4740.00 | 证券时报·数据宝统计显示，9月11日共有18只科创板股发生大宗交易， ...

Group 1 - On September 11, 2025, a block trade of 4.5 million shares of Arctech was executed, amounting to 50.805 million yuan, which represented 4.5% of the total trading volume for that day [1] - The transaction price was 11.29 yuan per share, reflecting an 8.8% discount compared to the market closing price of 12.38 yuan [1] - The trade involved institutional investors, with specific brokerage firms handling the transactions [2]

Core Viewpoint - The solar photovoltaic demand in Q2 2025 has rapidly increased due to domestic rush installations, leading to a recovery in revenue and gross margins for major industry chain companies. Additionally, the easing of U.S. tariffs has significantly improved profitability in the U.S. market after companies streamlined their supply chains [1] Industry Chain Summary - The revenue of the main industry chain has increased, and gross margins have generally recovered, although there is differentiation among segments and companies. The downstream battery and module prices have risen quickly due to the rush installations, while the performance of silicon materials and wafers continues to decline marginally. Overall gross margin recovery is noted, but the increase in shipment volumes has not significantly reduced overall losses in the sector [1] - In Q2 2025, the output of slurry slightly increased quarter-on-quarter, but performance was heavily impacted by costs. The introduction of low-cost metal slurry production is expected to provide significant revenue and profit growth opportunities for slurry companies. The profitability of junction boxes, frames, and solder strips has been under pressure, while overseas production capacity for frames has shown strong contributions. Glass and film prices and profits have recovered due to domestic rush installations, with strong demand for centralized inverters and energy storage systems [2] Financial Outlook - The financial statements for Q3 2025 are expected to show further recovery, with a focus on the progress of reducing internal competition. Since July, the price of silicon materials has risen significantly, and downstream silicon wafers and battery modules have experienced varying degrees of price adjustments. The overall profit and operating cash flow for the sector are anticipated to improve further in Q3 2025, although the performance of the module segment may face some pressure quarter-on-quarter. Glass and film prices are expected to gradually rise above the production cost line of second-tier leading companies [3] Recommended Companies - Recommended companies include: - Silicon material segment: Tongwei Co., Ltd. (600438.SH) - High-efficiency module leader: JinkoSolar (688233.SH) - New technology BC and slurry: Dike Co., Ltd. (300842.SZ), Juhe Materials (688503.SH) - Racking: CITIC Bo (688408.SH) - Glass: Xinyi Solar (00968), Flat Glass (601865.SH) - Inverters and energy storage: Deye Technology (605117.SH), Jinlang Technology (300763.SZ), Shangneng Electric (300827.SZ), Canadian Solar (688472.SH) [4]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692) has seen a strong increase of 1.90%, with significant gains in constituent stocks such as Juhe Materials (688503) up 12.79%, Aotwei (688516) up 6.53%, and Yihua Tong (688339) up 5.29% [1] - The new energy sector is performing well, particularly in the photovoltaic concept, with domestic electric vehicle brands like Leap Motor, Xpeng, and NIO achieving record sales in August, indicating strong growth resilience [1] - The Sci-Tech Innovation New Energy ETF (588830) rose by 1.97%, with the latest price reported at 1.5 yuan [1] Group 2 - Dongwu Securities indicates that silicon material prices hit bottom in Q2 2025, with significant profit pressure; however, profitability is expected to turn positive in H2 2025 as industry competition drives prices up [2] - The silicon wafer market is experiencing oversupply, leading to competitive pricing; profitability is anticipated to improve in H2 2025 and into 2026 due to capacity consolidation and industry competition [2] - The overall price of components has entered a bottom range, with expectations for price recovery in Q2 2025 driven by installation surges and improved financial reporting [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index include JinkoSolar (688223), Trina Solar (688599), and Daqo New Energy (688303), collectively accounting for 48.15% of the index [3] - The Sci-Tech Innovation New Energy ETF (588830) closely tracks the performance of the New Energy Index, which includes 50 large-cap stocks in the photovoltaic, wind power, and new energy vehicle sectors [2][3]