消息上，中国光伏行业协会日前发布通知称，国家发展改革委、市场监管总局研究起草了《价格法修正 草案（征求意见稿）》，并于近期面向社会公开征求意见。 国盛证券杨润思认为，光伏在反内卷的背景之下，产业链价格修复是必然趋势，预计多晶硅价格有望回 归到行业成本价之上，同时供给侧的出清政策也有望跟进出炉。随着多晶硅料价格上涨，建议持续关注 下游产业链硅片、电池片、组件等各环节的价格修复机会和弹性。(格隆汇) A股光伏设备股普遍上涨，其中，权重股阳光电源涨6.5%，首航新能、通灵股份涨超3.3%，高测股份涨 近3%，上能电气、艾罗能源涨2.5%，锦浪科技、艾能聚涨超2%。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 300274 | 阳光电源 | 79.68 | 6.51% | | 301658 | 首航新能 | 34.32 | 3.47% | | 301168 | 通灵股份 | 39.94 | 3.34% | | 688556 | 高测股份 | 12.34 | 2.83% | | 688717 | 艾罗能源 | 59.16 | 2.58% | | 30082 ...

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]

1. 艾罗能源(688717.SH)：公司及多名董监高因个人资金需求，计划在15个交易日后3个月内通过集中竞价或大宗交易方式减持股 份，减持数量不超过公司总股本的0.78%。 2. 奥普光电(002338.SZ)：控股股东长春光机所计划在15个交易日后90日内，以集中竞价方式减持公司股份不超过240万股，占公 司总股本的1%。 3. 铂科新材(300811.SZ)：股东铂科天成及其一致行动人合计减持1.01%股份，减持计划实施完毕，同时股东梅建军合计减持8134 股，占总股本的0.0476%。 4. 博迁新材(605376.SH)：股东新辉投资计划在15个交易日后3个月内通过大宗交易减持公司股份不超过261.6万股，占公司总股本 的1%。 5. 博盈特焊(301468.SZ)：股东前海股权基金和中原前海基金减持计划实施完成，合计减持394.48万股，占公司总股本的2.99%。 6. 测绘股份(300826.SZ)：高级管理人员刘键计划在15个交易日后3个月内通过集中竞价方式减持公司股份不超过5万股，占公司总 股本的0.03%。 13. 红宝丽(002165.SZ)：控股股东宝源投资及实际控制人芮敬功计划在15 ...

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 ...