证券代码：688717 证券简称：艾罗能源 公告编号：2025-041 浙江艾罗网络能源技术股份有限公司 本公司董事会及全体董事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： ? 经公司自查并发函问询控股股东及实际控制人，截至本公告披露日，不存 在应披露而未披露的重大事项。 ? 公司股价短期波动幅度较大，特别提醒广大投资者，注意投资风险，理性 决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票交易于2025年9月3日、9月4日、9月5日连续三个交易日内日收 盘价格涨幅偏离值累计超过30%，根据《上海证券交易所交易规则》《上海 证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易 价格异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，经公司自查，现就有关情况说明如 下： （一）日常经营情况 ? 浙江艾罗网络能源技术股份有限公司（以下简称"公司"或"本公司"） 股票于 2025 年 9 月 3 日、9 月 4 日、9 月 5 日连续三个交易日内日收盘价格涨幅 偏离值累计超过 30%。 ...

证券代码：688717 证券简称：艾罗能源 公告编号：2025-041 浙江艾罗网络能源技术股份有限公司 关于股票交易异常波动的公告 本公司董事会及全体董事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。 一、股票交易异常波动的具体情况 公司股票交易于2025年9月3日、9月4日、9月5日连续三个交易日内日收 盘价格涨幅偏离值累计超过30%，根据《上海证券交易所交易规则》《上海 证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易 价格异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，经公司自查，现就有关情况说明如 下： （一）日常经营情况 经公司自查，公司目前生产经营活动一切正常，市场环境、行业政策没 有发生重大调整，生产成本和销售等情况没有出现大幅波动、内部生产经营 秩序正常。 （二）重大事项情况 重要内容提示： 浙江艾罗网络能源技术股份有限公司（以下简称"公司"或"本公司"） 股票于 2025 年 9 月 3 日、9 月 4 日、9 月 5 日连续三个交易日内日收盘价格涨幅 偏离值累计超过 30%。 ...

关于《浙江艾罗网络能源技术股份有限公司股票交易异常波动问询函》 的回函 浙江艾罗网络能源技术股份有限公司: 贵公司发出的《浙江艾罗网络能源技术股份有限公司股票交易异常波动问询 函》已收悉,经认真自查核实,现将有关问题回复如下: 一、截至目前,本人不存在涉及贵公司的应披露而未披露的重大信息: 二、截至目前,本人不存在处于筹划阶段的涉及贵公司的重大事项,包括但 不限于重大资产重组、股份发行、收购、债务重组、业务重组、资产剥离、资产 注入、股份回购、股权激励、破产重整、重大业务合作、引进战略投资者等重大 事项: 三、在本次股票交易异常波动期间,本人及本人的一致行动人不存在买卖贵 公司股票的情形。 特此函复。 (本页以下无正文) (本页无正文,为《关于<浙江艾罗网络能源技术股份有限公司股票交易异常波 动问询函>的回函》之签字页 ) 控股股东/实际控制人; 2025年9月5日 (本页无正文,为《关于<浙江艾罗网络能源技术股份有限公司股票交易异常波 动问询函>的回函》之签字页） 控股股东/实际控制人:78 2025 年 9 月 5 日 ...

Core Viewpoint - The energy storage sector in China is experiencing a significant recovery in profitability despite overcapacity, driven by strong demand in overseas markets and increased domestic installations [1][8]. Group 1: Company Performance - CATL (宁德时代) reported a net profit of 30.485 billion yuan, a year-on-year increase of 33.33%, with total revenue of 178.886 billion yuan, up 7.27% [2]. - BYD achieved a net profit of 15.511 billion yuan, reflecting a year-on-year growth of 13.79%, with total revenue of 371.281 billion yuan, an increase of 23.30% [2]. - Sungrow Power Supply's revenue from energy storage systems surged to 17.803 billion yuan, a remarkable increase of 127.78%, contributing to a total revenue of 43.533 billion yuan, up 40.34% [2]. - Shanshan Co. saw its net profit grow by 1079% to 207 million yuan, with total revenue of 9.858 billion yuan, an increase of 11.78% [4]. Group 2: Market Trends - The global energy storage market is experiencing rapid growth, with China's wind and solar new installed capacity reaching 263.6 GW in the first half of 2025, a year-on-year increase of 105.4% [6]. - The shipment of energy storage batteries in China is projected to reach 265 GWh in the first half of 2025, representing a year-on-year growth of 128% [6]. - Global energy storage battery shipments reached 196.5 GWh from January to May 2025, marking a year-on-year increase of 118%, with expectations to exceed 500 GWh for the entire year [7]. Group 3: Overseas Market Growth - The overseas market is a significant growth driver, with companies like Sungrow generating 58.30% of their revenue from international sales, up from 43.44% the previous year [8]. - Aier Energy reported that 97% of its revenue came from overseas markets, highlighting the focus on regions with greater price arbitrage opportunities [8]. - Countries like Pakistan, Nigeria, and Ukraine continue to show strong demand for solar and storage solutions due to high electricity prices and weak infrastructure [9].

Group 1 - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a significant plan to promote high-quality development in the photovoltaic sector, aiming to eliminate "involution" competition and manage low-price competition legally [2] - The report from Huachuang Securities indicates that the installation capacity in the first half of 2025 is expected to double due to a surge in demand, although growth in the second half is anticipated to slow down [2] - The photovoltaic industry is gradually stabilizing, with improved market sentiment driven by policy adjustments and supply-demand expectations, suggesting a focus on leading companies with stable operations and profit recovery [2] Group 2 - A total of 14 photovoltaic concept stocks are held by the social security fund, with Junda Co., Zhengtai Electric, and Li New Energy having the highest shareholding ratios, all exceeding 3% [4] - Among the stocks held by the social security fund, companies like Hengdian East Magnetic, Airo Energy, Zhengtai Electric, and Shangneng Electric reported year-on-year growth in net profit for the first half of the year [4] - The average stock price of photovoltaic concept stocks in the A-share market has increased by 16.44% this year, with nine stocks rising over 50%, led by Xian Dao Intelligent with a 124.47% increase [3]

Group 1 - The financing balance of the Sci-Tech Innovation Board decreased by 1.89 billion yuan compared to the previous day, with a total margin balance of 228.94 billion yuan as of September 3 [1][2] - Among the stocks, 51 had a financing balance increase of over 10 million yuan, with notable net purchases in Dongxin Co., BeiGene, and Airo Energy [1][2] - The stocks with financing balances exceeding 1 billion yuan totaled 473, with 32 stocks having balances over 1 billion yuan [1] Group 2 - Dongxin Co. had the highest net purchase amount, with a financing balance of 2.691 billion yuan, an increase of 263.42 million yuan, and a daily increase of 1.17% [2][3] - The average increase in stocks with net purchases exceeding 10 million yuan was 1.23%, with the highest increases seen in Haibo Sichuang, Airo Energy, and Chengdu Huamei, which rose by 20.00%, 19.15%, and 14.97% respectively [2][3] - The electronic, pharmaceutical, and power equipment sectors were the most favored by investors, with 13, 10, and 10 stocks respectively [2] Group 3 - The average financing balance as a percentage of market capitalization for stocks with significant net purchases was 4.16%, with the highest ratio seen in Zhongyan Co. at 13.44% [2][3] - Other stocks with high financing balance ratios included Yitang Co., Rongbai Technology, and Youfang Technology, with ratios of 10.00%, 8.09%, and 7.97% respectively [2][3] - The stocks with the largest financing balance decreases included SMIC, Cambrian, and Lanke Technology, with decreases of 305 million yuan, 218 million yuan, and 165 million yuan respectively [1][2]

Core Insights - On September 3, the Shanghai Composite Index fell by 1.16%, with institutional investors appearing on the trading lists of 26 stocks, net buying 13 and net selling 13 [1][2]. Institutional Trading Summary - The stock with the highest net institutional buying was Chenxin Pharmaceutical, which closed at the daily limit with a gain of 10.02% and a turnover rate of 5.97%, resulting in a total transaction amount of 696 million yuan. Institutional seats accounted for a net purchase of 115.76 million yuan [2][5]. - Xiaocheng Technology saw a decline of 3.46% with a turnover rate of 33.97% and a total transaction amount of 1.812 billion yuan, leading to a net institutional buying of 110.91 million yuan despite a net outflow of 707.76 million yuan [2][5]. - Airo Energy experienced a significant increase of 19.15% with a turnover rate of 10.07% and a total transaction amount of 707 million yuan, resulting in a net institutional buying of 72.55 million yuan [3][5]. Market Performance - The average increase of stocks with net institutional buying was 7.73%, outperforming the Shanghai Composite Index. Notable performers included Kexin Electromechanical and Shangneng Electric, both closing at the daily limit [3][4]. - A backtest of stocks with net institutional buying over the past month showed a 48.60% probability of rising the next day and a 46.11% probability of outperforming the Shanghai Composite Index [3]. Net Selling Summary - The stock with the highest net institutional selling was Jilun Intelligent, which had a turnover rate of 32.87%, leading to a net selling of 98.80 million yuan [3][5]. - Fourchuang Electronics and Chengfei Integration also saw significant net selling, with amounts of 79.43 million yuan and 73.89 million yuan respectively [4][5]. Stock Connect Activity - On September 3, 21 stocks on the trading list had either Shanghai or Shenzhen Stock Connect participation, with notable net buying in stocks like Yanshan Technology and Sanwei Communication, amounting to 280.16 million yuan and 113.93 million yuan respectively [6][7]. - Conversely, significant net selling was observed in stocks such as Huasheng Tiancheng and Chenxin Pharmaceutical, with amounts of 270 million yuan and 54.72 million yuan respectively [6][8].

Core Insights - On September 3, the Shanghai Composite Index fell by 1.16%, with institutional investors appearing on the trading lists of 26 stocks, net buying 13 and net selling 13 [1][2]. Institutional Trading Summary - The stock with the highest net buying from institutional seats was Chenxin Pharmaceutical, which closed at the daily limit with a gain of 10.02% and a turnover rate of 5.97%, with a total transaction amount of 696 million yuan. Institutional seats accounted for a net purchase of 115.76 million yuan [2][5]. - Xiaocheng Technology saw a decline of 3.46% and a high turnover rate of 33.97%, with a total transaction amount of 1.812 billion yuan. Institutional seats net bought 110.91 million yuan, but the stock experienced a net outflow of 70.78 million yuan [2][5]. - Airo Energy rose by 19.15% with a turnover rate of 10.07% and a transaction amount of 707 million yuan. Institutional seats net bought 72.55 million yuan, while there was a net outflow of 44.77 million yuan [3][5]. Performance of Net Bought Stocks - Stocks with net institutional buying averaged a gain of 7.73%, outperforming the Shanghai Composite Index. Notable performers included Kexin Machinery and Shangneng Electric, both closing at the daily limit [3][4]. - The probability of stocks with net institutional buying rising the next day is 48.60%, with a 46.11% chance of outperforming the index [3]. Performance of Net Sold Stocks - The stock with the highest net selling by institutions was Julun Intelligent, which had a turnover rate of 32.87% and a net selling amount of 98.80 million yuan. The stock experienced a net outflow of 727 million yuan [3][5]. - Fourchuang Electronics and Chengfei Integration also saw significant net selling, with net outflows of 72.35 million yuan and 73.89 million yuan, respectively [4][5]. Stock Connect Activity - On September 3, 21 stocks on the trading list had either Shanghai or Shenzhen Stock Connect participation, with net buying seen in stocks like Yanshan Technology and Sanwei Communication, amounting to 280 million yuan and 114 million yuan, respectively [7][8]. - Notable net selling included Huasheng Technology and Chenxin Pharmaceutical, with net selling amounts of 270 million yuan and 54.72 million yuan, respectively [7][8].

Core Points - Airo Energy (688717) closed at 78.46 CNY on September 3, marking a 19.15% increase with a turnover rate of 10.07% and a price fluctuation of 20.67% [2] - The total trading volume for the day reached 707 million CNY, with the stock being listed on the daily trading list due to its price increase exceeding 15% [2] - The top five trading departments accounted for a total transaction amount of 234 million CNY, with net buying of 24.32 million CNY [2] Trading Activity - The top five buying departments included three institutional special seats, with buying amounts of 31.81 million CNY, 25.04 million CNY, and 15.70 million CNY respectively [2] - The largest buying department was the Shanghai Stock Connect, with a buying amount of 41.03 million CNY, while the total buying from departments amounted to 15.78 million CNY [3] - The largest selling department was also the Shanghai Stock Connect, with a selling amount of 44.50 million CNY, leading to a total selling amount of 60.56 million CNY from all departments [3] Fund Flow - The net inflow of main funds for Airo Energy on that day was 50.84 million CNY [3]

Core Insights - The photovoltaic equipment sector experienced a significant increase of 3.23% on September 3, with Shangneng Electric leading the gains [1] - The Shanghai Composite Index closed at 3813.56, down 1.16%, while the Shenzhen Component Index closed at 12472.0, down 0.65% [1] Sector Performance - Shangneng Electric (300827) saw a closing price of 30.11 with a remarkable increase of 20.01%, trading volume of 1.0451 million shares, and a transaction value of 2.86 billion [1] - Aier Energy (688717) closed at 78.46, up 19.15%, with a trading volume of 97,900 shares [1] - Sunshine Power (300274) closed at 114.90, up 15.30%, with a trading volume of 1.4292 million shares and a transaction value of 15.588 billion [1] - Other notable performers included Tongxiang Technology (920167) with a 9.90% increase and Jina Technology (300763) with a 7.87% increase [1] Capital Flow - The photovoltaic equipment sector saw a net inflow of 2.682 billion in main funds, while retail investors experienced a net outflow of 1.5438 billion [3][4] - Sunshine Power (300274) had a main fund net inflow of 1.172 billion, while retail funds saw a net outflow of 378 million [4] - Shangneng Electric (300827) also experienced a main fund net inflow of 365 million, with retail funds showing a net outflow of 163 million [4] ETF Information - The Huaxia Sci-Tech 100 ETF (product code: 588800) tracks the Shanghai Stock Exchange Sci-Tech 100 Index and has seen a recent decrease in shares by 17.5 million, with a net outflow of 24.729 million in main funds [6]