Core Viewpoint - Airo Energy's stock price has experienced a decline, reflecting market fluctuations and investor sentiment towards the company's performance in the photovoltaic and energy storage sectors [1] Group 1: Stock Performance - As of August 20, 2025, Airo Energy's stock price is reported at 68.00 yuan, down 1.85% from the previous trading day [1] - The opening price for the day was 69.28 yuan, with a high of 69.63 yuan and a low of 66.00 yuan [1] - The trading volume reached 54,621 hands, with a total transaction amount of 368 million yuan [1] Group 2: Business Overview - Airo Energy specializes in the research and development of photovoltaic equipment and energy storage systems, operating in sectors including photovoltaic equipment, energy storage, and virtual power plants [1] - The company is registered in Zhejiang and is one of the stocks eligible for the Shanghai-Hong Kong Stock Connect [1] Group 3: Market Activity - On the same day, there was a net outflow of 11.54 million yuan in principal funds, with a cumulative net outflow of 98.44 million yuan over the past five trading days [1] - The company clarified on its interactive platform that its technology and products do not involve the AIDC field [1]

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，股东上海中电投融和新能源投资管理中心（有限合伙） （以下简称"上海中电投"）持有浙江艾罗网络能源技术股份有限公司（以下简 称"公司"）股份 6,388,320 股，占公司总股本的比例为 3.99%。 证券代码：688717 证券简称：艾罗能源 公告编号：2025-038 浙江艾罗网络能源技术股份有限公司 股东提前终止减持计划暨减持股份结果公告 （一）股东因以下事项披露减持计划实施结果： 其他情形：减持计划提前终止 | 股东名称 | 上海中电投 | | --- | --- | | 减持计划首次披露日期 | 2025 年 5 月 6 日 | | 减持数量 | 1,594,519股 | | 减持期间 | 2025 年 6 月 10 日～2025 年 8 月 19 日 | | 减持方式及对应减持数 | 集中竞价减持，1,594,519 股 | | 量 | | | 减持价格区间 | 55.66～75.82元/股 | | ...

Group 1 - Airo Energy (688717.SH) announced the receipt of a reduction result notification from Shanghai Electric Power Investment on August 19, 2025 [1] - As of August 19, 2025, Shanghai Electric Power Investment has cumulatively reduced its holdings by 1,594,500 shares, accounting for 0.9966% of the company's total share capital [1] - The reduction plan was terminated ahead of schedule [1]

格隆汇8月20日丨艾罗能源(688717.SH)在投资者互动平台表示，公司与英诺赛科无合作。 ...

Core Viewpoint - Airo Energy (688717.SH) clarified on the investor interaction platform that its technology and products do not involve AIDC [1] Company Summary - Airo Energy has confirmed that its technological offerings are not related to AIDC [1]

从资金流向上来看，当日光伏设备板块主力资金净流入17.79亿元，游资资金净流出15.26亿元，散户资 金净流出2.53亿元。光伏设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300724 | 捷佳伟创 | 74.32 | 10.86% | 40.60万 | 29.19 乙 | | 001269 | 欧晶科技 | 29.00 | 10.02% | 8.10万 | 2.27亿 | | 003022 | 联汕新科 | 18.48 | 10.00% | 30.60万 | 5.47亿 | | 688516 | 圆特维 | 39.82 | 8.35% | - 16.41万 | 6.37亿 | | 688717 | 艾罗能源 | 71.00 | 8.22% | 8.34万 | 5.84亿 | | 002459 | 晶澳科技 | 11.64 | 7.28% | 141.09万 | 16.08亿 | | 688408 | 中信博 | 52.36 | 7.25% | 9.88万 | ...

证券之星消息，8月14日光伏设备板块较上一交易日下跌2.14%，*ST金刚领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 688717 | 艾罗能源 | 65.61 | 2.16% | 5.00万 | | 3.25 乙 | | 688516 | 圆特维 | 36.75 | 1.21% | 7.76万 | | 2.85亿 | | 605117 | 德业股份 | 56.05 | 0.79% | 32.89万 | | 18.45 Z | | 300345 | रूहिक्किस्ट | 7.55 | 0.67% | 20.73万 | | 1.57亿 | | 603381 | 永钰股份 | 21.51 | 0.42% | 3.07万 | | 6603.00万 | | 300763 | 锦浪科技 | 64.20 | 0.22% | 18.88万 | | 1 ...

天眼查商业履历信息显示，浙江艾罗网络能源技术股份有限公司，成立于2012年，位于杭州市，是一家 以从事电力、热力生产和供应业为主的企业。企业注册资本16000万人民币，实缴资本12000万人民币。 公司法定代表人为李新富。 通过天眼查大数据分析，浙江艾罗网络能源技术股份有限公司共对外投资了3家企业，参与招投标项目 55次，知识产权方面有商标信息19条，专利信息536条，此外企业还拥有行政许可26个。 来源：金融界 金融界消息 截至2025年8月12日收盘，艾罗能源（688717）报收于62.12元，上涨0.37%，换手率 2.79%，成交量2.71万手，成交金额1.67亿元。 资金流向方面，今日主力资金净流出1709.25万元，占比成交额10.26%。其中，超大单净流出650.35万 元、占成交额3.9%，大单净流出1058.90万元、占成交额6.36%，中单净流出流入207.22万元、占成交额 1.24%，小单净流入1502.03万元、占成交额9.02%。 艾罗能源最新一期业绩显示，截至2025一季报，公司营业总收入7.99亿元、同比增长16.72%，归属净利 润4594.67万元，同比增长35.29%，扣 ...

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for selected companies within the electric power equipment and new energy sector [3]. Core Insights - The photovoltaic sector is experiencing demand front-loading, with supply-side reforms needing close observation. The report emphasizes that significant demand growth is essential for market expansion, but limited absorption capacity and mismatched demand in overseas markets complicate the situation. Policy intervention is deemed crucial for the industry's recovery [1][13]. - In the energy storage segment, demand remains robust, but market dynamics are shifting. The report expresses optimism about large-scale storage despite concerns that it may follow the path of photovoltaics. The focus is on high-quality products and integrated service solutions, with expectations for profit margins to stabilize around 20-25% [2][7]. - The lithium battery sector faces challenges due to weak pricing power in the materials segment, driven by supply-demand imbalances. The report notes that the industry's effective capacity utilization is projected to hover around 60-65%, with leading battery manufacturers exerting significant influence over pricing and production cycles [6][12]. Summary by Sections Photovoltaics - Demand has been front-loaded, leading to a significant increase in installations, with 212.21 GW added in the first half of 2025, a 107.1% year-on-year increase. However, the market saw a sharp decline in June, indicating potential overcapacity and absorption issues [13][16]. - The report highlights the need for supply-side reforms and policy support to stabilize the industry, as the current market dynamics are characterized by a mismatch between supply and demand [1][19]. Energy Storage - The report indicates a positive outlook for large-scale energy storage, with expectations for profit margins to stabilize at 20-25%. The competitive landscape is evolving, with a focus on high-quality integrated solutions [2][7]. - The report also notes that the distributed energy storage market is entering a new phase, with competition intensifying and previous easy profits becoming harder to achieve [5][12]. Lithium Batteries - The lithium battery sector is experiencing a lack of pricing power in the materials segment, with effective capacity utilization projected at 60-65%. The report suggests that leading manufacturers are likely to dominate pricing and production cycles, impacting smaller players [6][12]. - The report emphasizes the need for material suppliers to adapt through cost reduction and technological advancements to remain competitive in a challenging market [6][12]. Investment Recommendations - The report suggests that the electric new energy sector is in a phase of "repeated games," with expectations for growth and recovery being tempered by market realities. The priority for sector recovery is seen as energy storage, followed by power batteries and photovoltaics [7][8]. - Selected companies such as Tongwei Co., Longi Green Energy, and Aiko Solar are highlighted as potential investment opportunities due to their competitive advantages in management, cost, and technology [8].

证券代码：688717 证券简称：艾罗能源 公告编号：2025-037 浙江艾罗网络能源技术股份有限公司 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、准确性和完整性承担法律责任。 重要内容提示： ? 已披露增持计划情况 浙江艾罗网络能源技术股份有限公司（以下简称"艾罗能源"或"公司"） 于 2025 年 4 月 9 日披露了《关于控股股东增持公司股份计划的公告》，公司控股 股东、实际控制人、董事长、总经理李新富拟自 2025 年 4 月 9 日起 6 个月内， 通过上海证券交易所交易系统允许的方式（包括但不限于集中竞价、大宗交易等） 增持公司股份，本次合计增持金额不低于人民币 2,000 万元，不超过人民币 3,000 万元。 ? 增持计划的实施进展 截至 2025 年 8 月 8 日，李新富先生通过集中竞价交易方式，累计增持公司 股份 171,699 股，占公司总股本的 0.1073%，累计增持金额约为 999.87 万元（不 含交易费用）。本次增持计划尚未实施完毕，李新富先生将继续按照相关增持计 划，在增持计划实施期间内增持公司股份。 ? ...