| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 300724 | 捷佳伟 创 | 20.00 | 16.10 | 58.02 | 66.19 | 14.08 | | 688717 | 艾罗能 源 | 4.40 | 2.77 | 55.97 | 58.15 | 3.89 | | 301278 | 快可电 子 | 3.81 | 2.81 | 33.99 | 35.19 | 3.54 | | 688232 | 新点软 件 | 4.88 | 1.28 | 29.73 | 30.73 | 3.35 | | 600246 | 万通发 展 | 3.13 | 1.62 | 7.09 | 7.25 | 2.29 | | 300761 | 立华股 份 | 2.12 | 1.31 | 19.32 | 19.72 | 2.08 | | 600438 | 通威股 份 | 2.79 | 1.47 | 20.58 | 21. ...

艾罗能源（688717.SH）7月31日在投资者互动平台表示，尊敬的投资者您好，公司为西藏申能中楷新 能源有限公司的逆变器供应商，但销售金额较小，具体合作情况请关注公司后续在指定信息披露媒体披 露的相关公告，感谢您的关注。 （记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：请问公司与西藏申能中楷新能源有限公司有哪些合 作？主要体现在什么方面？ ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [5] Core Insights - The report highlights the ongoing price increases in the photovoltaic industry chain, with significant price adjustments for silicon wafers and battery cells, indicating a recovery in market sentiment for solid-state batteries [9][15] - The report emphasizes the importance of monitoring price changes in the industry chain, as well as the progress of mergers and acquisitions in the silicon material sector [15][36] Summary by Sections Photovoltaic - The prices of silicon materials have risen to approximately 47-49 CNY/kg, with silicon wafer prices for 183N, 210RN, and 210N reaching 1.45, 1.65, and 1.93 CNY per piece respectively [21][24] - The report notes that the photovoltaic industry is experiencing a reduction in low-price competition, with a focus on orderly exit of backward production capacity [16][36] - Key recommendations include investing in companies benefiting from this trend, such as Tongwei Co., GCL-Poly Energy, LONGi Green Energy, and Aiko Solar [36] Energy Storage - The introduction of capacity pricing for energy storage in Gansu province strengthens the logic for independent energy storage in China, with a capacity price set at 330 CNY/KW per year for the first two years [41][42] - The report indicates that the domestic energy storage market is expected to see continued growth, driven by favorable policies and increasing demand [39][50] - Recommended companies in this sector include Sungrow Power Supply and Deye Technology, with a focus on large-scale energy storage projects [36] Lithium Battery - The report notes a stable upward trend in the lithium battery sector, with a focus on companies with strong profitability and stable market positions, such as CATL and other quality second-tier companies [16][36] - The sentiment around solid-state batteries is improving, with significant advancements expected in materials and technology [16][39] Wind Power - The report highlights the acceleration of offshore wind projects in China, with expectations for increased profitability in the second half of the year as project deliveries ramp up [16][36] - Recommended companies include Mingyang Smart Energy and Zhongji Innolight, which are well-positioned to benefit from this trend [36] Power Equipment - The report emphasizes the importance of high-voltage direct current (HVDC) projects and the expected approval of new projects in the second half of the year [16][36] - Recommended companies in this sector include Sifang Co. and State Grid Information & Communication, which are expected to benefit from these developments [36] New Directions - The report discusses the potential of humanoid robots and advancements in solid-state battery technology, indicating a positive outlook for companies involved in these areas [16][36]

Group 1 - Airo Energy (688717.SH) plans to reduce its shareholding by up to 0.78% of the total share capital within three months after 15 trading days due to personal funding needs [1] - Aopu Optoelectronics (002338.SZ) intends to reduce its shareholding by up to 240,000 shares, representing 1% of the total share capital, within 90 days after 15 trading days [1] - Placo New Materials (300811.SZ) completed a reduction of 1.01% of its shares, while shareholder Mei Jianjun reduced 8,134 shares, accounting for 0.0476% of the total share capital [1] Group 2 - Boqian New Materials (605376.SH) plans to reduce its shareholding by up to 261,600 shares, which is 1% of the total share capital, through block trading within three months after 15 trading days [1] - Boying Special Welding (301468.SZ) completed a reduction of 3.99% of its shares, totaling 394,480 shares [1] - Surveying and Mapping Co., Ltd. (300826.SZ) plans to reduce its shareholding by up to 50,000 shares, accounting for 0.03% of the total share capital, within three months after 15 trading days [1] Group 3 - Deyi Cultural Creation (300640.SZ) plans to reduce its shareholding by up to 300,000 shares, which is 0.0965% of the total share capital, within three months after 15 trading days [3] - Dingsheng New Materials (603876.SH) intends to reduce its shareholding by up to 3% of the total share capital through various trading methods within three months after 15 trading days [3] - Pan-Asia Micro透 (688386.SH) terminated its reduction plan early, having reduced 2.38% of its shares, bringing its holding to 4.95% [3] Group 4 - Guangpu Co., Ltd. (300632.SZ) plans to reduce its shareholding by up to 8,474,900 shares, which is 3% of the total share capital, within three months after 15 trading days [3] - Guorui Technology (300600.SZ) has reduced its shareholding by 7,297,300 shares, accounting for 2.48% of the total share capital, bringing its holding to 19.97% [3] - Hengtong Co., Ltd. (603223.SH) plans to reduce its shareholding by up to 21,425,600 shares, which is 3% of the total share capital, within three months after 15 trading days [4] Group 5 - Hongbao Li (002165.SZ) plans to reduce its shareholding by up to 14,705,400 shares, representing 2% of the total share capital, within three months after 15 trading days [4] - Hongquan IoT (688288.SH) reduced its shareholding by 869,977 shares, accounting for 0.86% of the total share capital, bringing its holding to 12.80% [4] - Huace Film and Television (300133.SZ) reduced its shareholding by 2.6 million shares, which is 0.14% of the total share capital, bringing its holding to 18.19% [4] Group 6 - Huada Jiutian (301269.SZ) plans to reduce its shareholding by up to 8,144,100 shares, which is 1.5% of the total share capital, within three months after 15 trading days [5] - Huqi Environmental Protection (300929.SZ) plans to reduce its shareholding by up to 1,312,500 shares and 8,800 shares by its concerted actors [5] - Huazheng New Materials (603186.SZ) plans to reduce its shareholding by up to 114,600 shares and 10,300 shares by its management [5] Group 7 - Jinan Technology (300412.SZ) plans to reduce its shareholding by up to 14,932,700 shares and 1,683,000 shares by its board member [5] - Jinma Amusement (300756.SZ) plans to reduce its shareholding by up to 4,712,000 shares, 2,017,000 shares, 508,200 shares, and 372,800 shares by its shareholders [6] - Longxin Zhongke (688047.SH) completed its reduction plan, with shareholders reducing a total of 588,000 shares [6] Group 8 - Limin Co., Ltd. (002734.SZ) completed its reduction plan, with a total reduction of 1.5 million shares, accounting for 0.3434% of the total share capital [7] - Longhua New Materials (301149.SZ) completed its reduction plan, with a total reduction of 986,600 shares, accounting for 0.2294% of the total share capital [7] - Lvtong Technology (301322.SZ) plans to reduce its shareholding by up to 4,829,300 shares, which is 3.39% of the total share capital, within three months after 15 trading days [7] Group 9 - Meidixi (688202.SH) plans to reduce its shareholding by up to 2 million shares, which is 1.49% of the total share capital, within three months after 15 trading days [8] - Nanjing Julong (300644.SZ) completed its reduction plan, with shareholders reducing a total of 62,300 shares [8] - Run Du Co., Ltd. (002923.SZ) plans to reduce its shareholding by up to 10,046,800 shares, which is 3% of the total share capital, within three months after 15 trading days [8]

Core Viewpoint - The announcement details the shareholding structure and planned share reduction by key executives of Zhejiang Airo Network Energy Technology Co., Ltd. due to personal financial needs [1][2][5]. Shareholding Structure - As of the announcement date, key personnel hold the following shares: - Guo Huawei: 501,000 shares (0.3131% of total shares) [1] - Yan Qiang: 102,016 shares (0.0638% of total shares) [1][4] - Gui Yizhou: 31,376 shares (0.0196% of total shares) [1][4] - Sheng Jianfu: 340,064 shares (0.2125% of total shares) [1][4] - Zhu Dongmin: 272,052 shares (0.1700% of total shares) [1][4] - Gao Zhiyong: 102,020 shares (0.0638% of total shares) [1][4] - Mei Jianjun: 76,148 shares (0.0476% of total shares) [1][5] Reduction Plan - The executives plan to reduce their holdings within three months starting from 15 trading days after the announcement, using centralized bidding and block trading methods [2][5]. - The planned reduction quantities are as follows: - Guo Huawei: up to 125,250 shares (0.0783%) [5][6] - Yan Qiang: up to 25,504 shares (0.0159%) [5][6] - Gui Yizhou: up to 7,844 shares (0.0049%) [5][6] - Sheng Jianfu: up to 85,016 shares (0.0531%) [5][6] - Zhu Dongmin: up to 68,013 shares (0.0425%) [5][6] - Gao Zhiyong: up to 25,505 shares (0.0159%) [5][6] - Mei Jianjun: up to 8,134 shares (0.0051%) [5][6] Shareholding Platforms - The shareholding platforms mentioned include Juxian Chongjin, Hangzhou Baicheng, and Hangzhou Sangbei, which are used by the executives to hold their shares [2].

证券代码：688717 证券简称：艾罗能源 公告编号：2025-034 浙江艾罗网络能源技术股份有限公司 董监高减持股份计划公告 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： 董监高持股的基本情况 截至本公告披露日，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"）董事、核心技术人员郭华为持有公司股份 501,000 股，占公 司总股本的比例为 0.3131%，该等股份来源于公司首次公开发行前取得的股份， 其中 250,500 股已于 2025 年 7 月 3 日上市流通，剩余 250,500 股将于 2025 年 11 月 5 日上市流通； 董事、财务总监闫强通过杭州聚贤涌金企业管理合伙企业（有限合伙）（以 下简称"聚贤涌金"）间接持有公司股份 102,016 股，占公司总股本的比例为 0.0638%，该等股份来源于公司首次公开发行前取得的股份，其中 51,008 股已于 2025 年 7 月 3 日上市流通，剩余 51,008 股将于 2025 年 11 月 5 日上市流 ...

关于浙江艾罗网络能源技术股份有限公司 2025 年第一次临时股东会之 北京市金杜律师事务所 4. 公司 2025 年 7 月 1 日刊登于上海证券交易所网站（http://www.sse.com.cn） 的《浙江艾罗网络能源技术股份有限公司关于召开 2025 年第一次临时股东会的通 知》（以下简称《股东会通知》）； 5. 公司本次股东会股权登记日的股东名册； 6. 出席现场会议的股东的到会登记记录及凭证资料； 法律意见书 致：浙江艾罗网络能源技术股份有限公司 北京市金杜律师事务所（以下简称本所）受浙江艾罗网络能源技术股份有限 公司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证券 法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国证券监督管 理委员会《上市公司股东会规则（2025 修订）》（以下简称《股东会规则》）等 中华人民共和国境内（以下简称中国境内，为本法律意见书之目的，不包括中国 香港特别行政区、中国澳门特别行政区和中国台湾省）现行有效的法律、行政法 规、规章及规范性文件和现行有效的《浙江艾罗网络能源技术股份有限公司章程》 （以下简称《公司章程》）有关规定，指派律师出席了公司 ...

证券代码：688717 证券简称：艾罗能源 公告编号：2025-033 浙江艾罗网络能源技术股份有限公司 2025年第一次临时股东会决议公告 本公司董事会及全体董事保证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。 （一） 股东会召开的时间：2025 年 7 月 16 日 （二） 股东会召开的地点：浙江省杭州市桐庐县城南街道石珠路 278 号 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 145 | | --- | --- | | 普通股股东人数 | 145 | | 2、出席会议的股东所持有的表决权数量 | 79,402,131 | | 普通股股东所持有表决权数量 | 79,402,131 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 49.6263 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 49.6263 | （四） 表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 本次会议 ...

Macro Insights - The macro policy for the second half of the year may involve non-traditional measures, with a focus on price stability and the marginal improvement of asset prices, particularly in equity products [2][32] - The "anti-involution" policy is expected to drive companies to reduce capital expenditures and clear excess capacity, leading to improved economic supply-demand relationships and enhanced corporate profitability [3][44] Strategy Insights - The "anti-involution" trend is identified as a key driver for a bullish market, with high-quality stocks likely to play a crucial role in pushing indices higher [3][44] - AI is recognized as a core driver of the current technological revolution, creating investment opportunities across multiple industries in the A-share market [3][44] - Key sectors to watch in July include solid-state batteries, domestic computing power, non-bank financials, defense and military, and innovative pharmaceuticals, all showing signs of marginal improvement [3][44] Market Performance - The Shanghai Composite Index closed at 3510.18, reflecting a weekly increase of 1.09% [5][7] - The Shenzhen Component Index closed at 10696.10, with a weekly increase of 1.78% [8] Economic Indicators - The manufacturing PMI rose to 49.7% in June, indicating a slight recovery, while the construction PMI significantly improved to 52.8% due to accelerated infrastructure projects [12][13] - Consumer spending showed mixed results, with significant growth in automobile and home appliance sales driven by government subsidies, while other sectors like clothing and cosmetics remained weak [13][14] Industry Trends - The real estate market continues to face challenges, with declining sales and investment, leading to a negative outlook for related sectors [13][14] - The "anti-involution" policy is expected to address price competition and improve product quality, particularly in the durable consumer goods sector [30][44]

Investment Rating - The report upgrades the investment rating to "Strong Buy" [3][28]. Core Views - The company has been deeply involved in the distributed solar storage industry for many years and is increasing investments in new products and markets following its 2024 IPO. The residential storage business is recovering after a downturn in the second half of 2023, and the commercial storage business is expected to drive new growth due to the promotion of dynamic electricity pricing in Europe [1][7]. - The company is expected to benefit significantly from Australia's "Cheaper Home Batteries" subsidy program, which has a total scale of AUD 2.3 billion, aimed at reducing upfront costs for residential storage systems [15][7]. - The company has made substantial investments in research and development, with a significant increase in sales personnel and total salary expenses, indicating a strong commitment to expanding its product matrix and market reach [7][8]. Financial Data and Valuation - Total revenue is projected to recover from CNY 3,073 million in 2024 to CNY 4,613 million in 2025, with a year-on-year growth of 50% [2][28]. - The net profit attributable to the parent company is expected to increase from CNY 204 million in 2024 to CNY 411 million in 2025, reflecting a growth rate of 102% [2][28]. - The company’s price-to-earnings (PE) ratio is projected to decrease from 51.0 in 2024 to 25.3 in 2025, indicating improved valuation as earnings recover [2][28]. Business Performance - The residential storage business is gradually recovering, with European inventory levels returning to normal and emerging markets showing increasing demand [15][7]. - The commercial storage business is expected to see significant growth, particularly in Europe, where the company has established a strong position and is poised to benefit from the introduction of dynamic pricing in Germany starting in 2025 [19][7]. - The company’s sales regions have expanded to over 110 countries, with non-European revenue increasing by over 60% in 2024, indicating successful market diversification [7][8]. Profitability Forecast - The company is expected to achieve revenues of CNY 61.32 billion and CNY 70.67 billion in 2026 and 2027, respectively, with a gross margin of approximately 34% [28][39]. - The net profit forecast for 2026 and 2027 is CNY 6.91 billion and CNY 9.22 billion, respectively, indicating a healthy growth trajectory [28][39].