证券之星消息，8月4日光伏设备板块较上一交易日下跌1.03%，聚和材料领跌。当日上证指数报收于 3583.31，上涨0.66%。深证成指报收于11041.56，上涨0.46%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688503 | 景和材料 | 47.10 | -4.89% | 8.99万 | 4.19亿 | | 688303 | 大全能源 | 25.71 | -3.20% | 17.27万 | 4.40 Z | | 603185 | 弘元绿能 | 19.37 | -2.96% | 16.05万 | 3.09亿 | | 002623 | 亚玛顿 | 21.18 | -2.62% | 10.73万 | 2.28亿 | | 600438 | 通威股份 | 20.07 | -2.48% | 79.77万 | 15.84 乙 | | 300751 | 迈为股份 | 72.35 | -2.35% | 5.43万 | 3.91亿 | | 603398 | *ST沐邦 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [5] Core Viewpoints - The report emphasizes the ongoing "anti-involution" trend in the photovoltaic industry, which is expected to drive price increases and improve profitability across the supply chain [16][36] - The energy storage sector is experiencing sustained demand growth, with significant project developments and favorable policy support [39][44] - The lithium battery segment shows stable demand, with advancements in solid-state technology and materials innovation [39][44] - The wind power sector is benefiting from increased offshore project activity and recovery in profitability [39][44] - The power equipment sector is seeing positive developments from high-voltage projects and international demand [39][44] - New directions in AI and robotics are highlighted as emerging investment opportunities, particularly in the context of increased capital expenditure from major manufacturers [39][44] Summary by Sections Photovoltaic - The photovoltaic industry is witnessing a price increase in key materials, with polysilicon prices rising to 49-55 CNY/kg and silicon wafer prices increasing by approximately 0.1 CNY per piece [22][25] - The government is pushing for the elimination of low-price competition and the orderly exit of outdated production capacity, with mergers and acquisitions in the polysilicon sector expected to progress in Q3 [16][36] - Recommended stocks include Tongwei Co., GCL-Poly, LONGi Green Energy, and Aiko Solar [16][36] Energy Storage - In H1 2025, major energy storage projects across 21 regions reached a total capacity of 124 GWh, with significant contributions from Inner Mongolia, Shandong, and Guangdong [41][42] - The report highlights the increasing stability of the energy storage market, with a positive outlook for domestic demand and pricing [39][44] - Recommended stocks include Sungrow Power Supply and Deye Technology [39][44] Lithium Batteries - The lithium battery sector is characterized by stable demand and a focus on solid-state battery technology, with companies like CATL and other second-tier players expected to benefit [39][44] - The report notes the importance of material innovations such as lithium metal anodes and nickel-iron current collectors [39][44] - Recommended stocks include CATL, Xiamen Tungsten, and Putailai [39][44] Wind Power - The offshore wind sector is accelerating project construction, with expectations for increased profitability in the second half of the year [39][44] - Recommended stocks include Mingyang Smart Energy and Zhongji Lingnan [39][44] Power Equipment - The report indicates that high-voltage projects have been approved, with overseas demand expected to rise [39][44] - Recommended stocks include Pinggao Electric and XJ Electric [39][44] New Directions - The report highlights advancements in humanoid robotics and AI applications, with significant capital expenditure from major companies [39][44] - Recommended stocks include Sanhua Intelligent Controls and Zhejiang Rongtai [39][44]

（文章来源：证券时报网） 据iFind统计，截至8月1日，沪深两市共有137只个股连续5日或5日以上获融资净买入。连续获融资净买 入天数最多的股票是道恩股份、城地香江、惠城环保，均已连续15个交易日获净买入；连续获融资净买 入天数较多的还有高测股份、聚和材料、建设银行、聚辰股份、汇隆新材、中国宝安、新泉股份、融发 核电、宏润建设、盐津铺子等股，分别获13个、12个、11个、11个、10个、9个、9个、8个、8个、8个 交易日净买入。 ...

据iFind统计，截至8月1日，沪深两市共有148只个股连续5日或5日以上获主力资金净买入。连续获主力 资金净买入天数最多的股票是聚和材料，已连续15个交易日获净买入；连续获主力资金净买入天数较多 的还有光大银行、红蜻蜓、ST诺泰、宏盛华源、哈空调、正泰电器、倍加洁、海油工程等股，分别获 10个、9个、9个、8个、8个、8个、8个、8个交易日净买入。 （文章来源：证券时报网） ...

天眼查商业履历信息显示，常州聚和新材料股份有限公司，成立于2015年，位于常州市，是一家以从事 其他制造业为主的企业。企业注册资本24203.3643万人民币，实缴资本24203.3643万人民币。公司法定 代表人为刘海东。 通过天眼查大数据分析，常州聚和新材料股份有限公司共对外投资了17家企业，参与招投标项目91次， 知识产权方面有商标信息5条，专利信息119条，此外企业还拥有行政许可38个。 金融界消息 截至2025年8月1日收盘，聚和材料（688503）报收于49.52元，上涨2.74%，换手率3.91%， 成交量7.06万手，成交金额3.46亿元。 资金流向方面，今日主力资金净流入2710.39万元，占比成交额7.83%。其中，超大单净流出1097.79万 元、占成交额3.17%，大单净流入3808.18万元、占成交额11.0%，中单净流出流出1138.38万元、占成交 额3.29%，小单净流出1572.01万元、占成交额4.54%。 聚和材料最新一期业绩显示，截至2025一季报，公司营业总收入29.94亿元、同比增长1.38%，归属净利 润8965.33万元，同比增长18.24%，扣非净利润8858 ...

Group 1 - A total of 174 stocks in the Shanghai and Shenzhen markets have received net buying from main funds for 5 consecutive days or more as of July 31 [1] - The stock with the highest number of consecutive net buying days is Juhe Materials, which has seen net buying for 13 trading days [1] - Other notable stocks with significant consecutive net buying days include Dongfang Cable, Hetai Electromechanical, Zhongzhi Co., Xiangyi Rongtong, Weili, Zongyi Co., Yindu Co., and Changyuan Electric, with 11, 11, 10, 10, 10, 10, 10, and 9 trading days of net buying respectively [1]

Group 1 - A total of 168 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more as of July 30 [1] - The stock with the longest consecutive net inflow days is Chunzhong Technology, which has seen net inflows for 16 trading days [1] - Other notable stocks with significant consecutive net inflow days include Longqi Technology, Daon Shares, Chengdi Xiangjiang, Huicheng Environmental Protection, Gaocai Shares, Juhe Materials, Wancheng Group, Huaxi Biological, and Xindian Software, with 14, 13, 13, 13, 11, 10, 10, 10, and 10 trading days of net inflows respectively [1]

Group 1 - As of July 30, a total of 118 stocks in the Shanghai and Shenzhen markets have experienced net buying by main funds for 5 consecutive days or more [1] - The stock with the longest consecutive net buying days is Juhe Materials, which has seen net buying for 13 trading days [1] - Other notable stocks with significant net buying days include Hetai Electromechanical, Dongfang Cable, Shenchi Electromechanical, Weili, Zongyi Shares, Xiangyi Rongtong, Zhongzhi Shares, Shanghai Yanpu, Yindu Shares, and Changyuan Electric Power, with 10, 10, 10, 9, 9, 9, 9, 9, 9, and 8 trading days of net buying respectively [1]

据iFind统计，截至7月29日，沪深两市共有133只个股连续5日或5日以上获主力资金净买入。连续获主 力资金净买入天数最多的股票是中国银行、聚和材料，均已连续12个交易日获净买入；连续获主力资金 净买入天数较多的还有华电国际、苏农银行、纽威股份、宇通客车、中控技术、东方电缆、神驰机电、 赛轮轮胎等股，分别获11个、11个、10个、10个、10个、9个、9个、9个交易日净买入。 （文章来源：证券时报网） ...

Investment Rating - The report maintains a "Positive" investment rating for the photovoltaic industry [9] Core Insights - The current round of anti-involution in the photovoltaic sector is marked by a more mature and pragmatic approach compared to the previous round, initiated by a series of policy and corporate events starting from late June [3][6] - The government has shown increased attention and clearer communication regarding the photovoltaic industry, with higher-level officials participating in discussions and setting more stringent regulations [6][22] - Companies and industry associations are taking proactive steps to address issues, demonstrating a higher degree of consensus and commitment to compliance with pricing regulations [6][26] Summary by Sections Overview - The report highlights that the current anti-involution measures are more mature and pragmatic than previous efforts, with significant developments in both policy and corporate actions since late June [3][6] Government and Corporate Attitudes - Government officials have publicly emphasized the need to regulate low-price competition and improve product quality, with more structured meetings and discussions involving higher-level participants [6][18] - Companies have taken the initiative to propose practical solutions and have shown a stronger commitment to enforcing pricing regulations, leading to a more unified industry response [6][26] Capacity and Production Measures - The focus has shifted from quota-based production limits to a strategy of consolidating capacity, particularly in the silicon material sector, where leading companies are acquiring smaller firms to manage supply and demand effectively [6][28] Pricing Measures - The current measures extend price controls beyond just components to include silicon materials, silicon wafers, batteries, and modules, with a higher baseline price established compared to previous rounds [6][36] - Recent price increases have been observed across all segments, with silicon material prices rising significantly, indicating a recovery towards reasonable levels [7][42] Investment Opportunities - The report identifies significant investment opportunities in silicon materials and battery components, highlighting specific companies such as Tongwei Co., GCL-Poly Energy, and LONGi Green Energy as key players to watch [7][36]