南财投研通数据显示，11月17日至11月23日，券商给予上市公司目标价共118次，按最新收盘价计算，目标价涨幅 排名居前的公司有万丰奥威、光迅科技、太辰光，目标价涨幅分别为89.64%、81.99%、71.51%，分别属于汽车零 部件、通信设备、通信设备行业。 评级调低方面，11月17日至11月23日，券商调低上市公司评级达到7家次，最新数据包括了华创证券对太阳能的评 级从"强推"调低至"推荐"，西部证券对源杰科技的评级从"买入"调低至"增持"，华创证券对泰坦科技的评级从"强 推"调低至"推荐"。 | | | | 7家最新被调低评级的公司 | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 此前评级 | 最新评级 | 行业 | | 000591 | 太阳能 | 华创证券 | 强推 | 推荐 | 电力 | | 688498 | 源杰科技 | 西部证券 | 采入 | 増持 | 半导体 | | 688133 | 泰坦科技 | 华创证券 | 强推 | 推荐 | 化学制品 | | 000938 | 紫光股份 | 西部证券 | 买人 | 増持 ...

（文章来源：每日经济新闻） 万润股份（002643.SZ）11月24日在投资者互动平台表示，公司已有钙钛矿太阳能电池方面材料实现供 应，目前产能可以满足下游市场需求。现阶段下游主要处于产品开发或优化阶段，我们期待钙钛矿太阳 能电池未来的蓬勃发展，公司将根据下游市场需求情况规划产能，持续努力争取为更多下游企业提供产 品与技术支持。 每经AI快讯，有投资者在投资者互动平台提问：请问公司已经实现销售的钙钛矿电池材料的产能是多 大？如果下游需求提升，公司还有柔性产线可以调控到生产上来吗？ ...

Group 1 - The core viewpoint of the articles highlights significant changes in stock ratings and target prices for various companies, with notable increases for Wan Feng Ao Wei, Guang Xun Technology, and Tai Chen Guang [1] - Wan Feng Ao Wei's target price increased by 89.64%, Guang Xun Technology by 81.99%, and Tai Chen Guang by 71.51%, all within the automotive parts and communication equipment sectors [1] - A total of 408 companies received broker recommendations during the period, with Yili receiving 5 recommendations, and Top Group and United Imaging Medical receiving 4 each [1] Group 2 - Three companies had their ratings upgraded, including Huadong Heavy Machine from "Hold" to "Buy" by Caixin Securities, Sinopec from "Add" to "Buy" by Huatai Securities, and Hongyuan Electronics from "Add" to "Buy" by CITIC Securities [1] - Seven companies had their ratings downgraded, including Solar Energy from "Strong Buy" to "Recommended" by Huachuang Securities, Source Technology from "Buy" to "Add" by Western Securities, and Titan Technology from "Strong Buy" to "Recommended" by Huachuang Securities [1] - During the same period, 77 instances of first-time coverage were reported, with Delijia receiving an "Outperform" rating from Guosen Securities, and YTO Express, Yanjiang Co., and Far East Co. receiving "Add" or "Buy" ratings from various brokers [2]

【环球网报道】据日本东京广播公司报道，日本茨城县一家废品塑料回收再生工厂当地时间23日晚11时 许发生火灾，截至24日早晨火势仍无法控制。 报道称，火灾发生地点附近设有一个太阳能发电厂。此外，在距离火灾发生地点约400米远的地方设有 一所学校。消防方面出动了10辆消防车试图灭火，但目前仍看不到火势得到控制的趋势。 此外，当地防灾组织还敦促当地民众尽量远离火灾现场、出门佩戴口罩，因为塑料燃烧可能会产生多种 有害物质。 ...

公司研究 证 券 研 究 报 告 [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 主营收入(百万) | 6,039 | 6,004 | 6,259 | 6,811 | | 同比增速(%) | -36.7% | -0.6% | 4.3% | 8.8% | | 归母净利润(百万) | 1,225 | 1,175 | 1,265 | 1,303 | | 同比增速(%) | -22.4% | -4.1% | 7.7% | 3.0% | | 每股盈利(元) | 0.31 | 0.30 | 0.32 | 0.33 | | 市盈率(倍) | 14 | 15 | 14 | 13 | | 市净率(倍) | 0.7 | 0.7 | 0.7 | 0.7 | 资料来源：公司公告，华创证券预测 注：股价为 2025 年 11 月 21 日收盘价 其他发电 2025 年 11 月 23 日 目标价：5.4 元 当前价：4.47 元 华创证券研究所 太阳能（000591）2025 年三季报 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：控股子公司汉宇新能目前生产储能电池和太阳能吗？ 艾布鲁（301259.SZ）11月21日在投资者互动平台表示，公司控股子公司汉宇新能目前不生产储能电池 和太阳能。 ...

艾布鲁11月21日在互动平台表示，公司旗控股子公司汉宇新能目前不生产储能电池和太阳能。 ...

Group 1 - The company, Qianzhao Optoelectronics, is currently focused on the production and sales of gallium arsenide solar cell products in the commercial aerospace sector [2] - The company does not have any related products such as solid-state batteries at this time [2]

Core Viewpoint - The company Qianzhao Optoelectronics (300102) reported a significant increase in the sales volume of its gallium arsenide solar cell products, maintaining the top position in the domestic market as of the third quarter of 2025 [1] Group 1 - The company's gallium arsenide solar cell product sales are expected to see a substantial year-on-year growth by the third quarter of 2025 [1] - The company has achieved the highest shipment volume in the domestic market for its solar cell products [1]

Core Viewpoint - Moonlight Resources (ASX: ML8) is set to launch its IPO in early December, capitalizing on the rising prices of gold, rare earths, and uranium, with a diversified mineral portfolio and a strong management team driving investor interest [1][6][30]. Group 1: IPO Details - The IPO price is set at AUD 0.20 per share, with plans to issue 50 million shares to raise AUD 10 million [1]. - Investors will receive free options for every two shares purchased, with an exercise price of AUD 0.30 per share, valid for 36 months post-listing [1][2]. Group 2: Exploration Focus - Approximately 65.8% of the raised funds will be allocated to exploring high-priority targets with potential for rapid resource definition, particularly focusing on the initial resource estimate for gold projects [2][25]. - The flagship Clermont gold project spans 268 square kilometers and is located near a historically significant gold-producing area, with over 6.5 million ounces of gold mined historically [8][11]. Group 3: Geological Potential - Historical drilling data from the Leo Grande mineralization zone indicates strong continuity and stable thickness, with significant high-grade intercepts reported [12][13]. - The Clermont project is viewed as a "resource anchor" for Moonlight, with additional high-priority targets identified for concurrent exploration [13][14]. Group 4: Strategic Asset Diversification - Moonlight's portfolio includes not only gold but also rare earth and uranium assets, which are critical for advanced manufacturing and energy transition [15][18]. - The MacDonnell Ranges project shows promising uranium and rare earth concentrations, with plans for a 5,000-meter shallow drilling program post-IPO [18][21]. Group 5: Management and Execution - The company boasts a highly experienced management team, including Dr. Bin Guo and Greg Starr, who have extensive backgrounds in mining and exploration [22][23]. - A performance equity mechanism aligns management incentives with resource growth and exploration milestones, enhancing long-term commitment [24]. Group 6: Future Growth Plans - Moonlight plans a systematic 20,000-meter drilling program to define its first JORC-compliant gold resource within 12-18 months post-IPO [25][26]. - The company aims to leverage its gold, rare earth, and uranium assets to create a robust growth narrative, with the potential for significant valuation increases as exploration progresses [27][30].