证券代码：688717 证券简称：艾罗能源 公告编号：2025-035 浙江艾罗网络能源技术股份有限公司 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，股东青岛金石灏汭投资有限公司（以下简称"青岛金 石"）持有浙江艾罗网络能源技术股份有限公司（以下简称"公司"）首次公开发 行前股份 4,562,520 股，占公司总股本的 2.85%。 减持计划的实施结果情况 公司于 2025 年 5 月 6 日披露了《浙江艾罗网络能源技术股份有限公司股东 减持股份计划公告》（2025-025），公司股东青岛金石拟通过集中竞价、大宗交 易方式减持其所持有的公司股份不超过 800,000 股，即不超过公司总股本的 0.50%。 2025 年 8 月 6 日，公司收到青岛金石出具的《减持结果告知函》。截至 2025 年 8 月 6 日，青岛金石通过集中竞价方式累计减持公司股份 799,964 股，占公司 总股本 0.49998%。本次减持计划已实施完毕。 ...

艾罗能源公告，股东青岛金石此前持有456.25万股，占2.85%；计划减持不超80万股、不超0.50%。截至 2025年8月6日，其自2025年5月27日至8月6日通过集中竞价减持80万股，占0.49998%，成交价52～69.56 元/股，套现4586.84万元；本次减持结束后，持股376.26万股，占2.3516%。 ...

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CNY per piece [22][25] - The government is pushing for the elimination of low-price competition and the orderly exit of outdated production capacity, with mergers and acquisitions in the polysilicon sector expected to progress in Q3 [16][36] - Recommended stocks include Tongwei Co.,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]

| 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 ...