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收盘丨沪指涨0.85%重返4100点,煤炭股掀涨停潮
Di Yi Cai Jing· 2026-02-04 07:16
沪深两市成交额2.48万亿,较上一个交易日缩量633亿。 2月4日,A股三大指数分化,沪指震荡上行。截至收盘,沪指涨0.85%,深成指涨0.21%,创业板指跌0.4%,科创综指跌0.98%。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 000517 | 荣安地产 | +10.27% | 2.04 | | 600683 | 京投发展 | +10.09% | 6.00 | | 000560 | 我爱我家 | +10.06% | 3.61 | | 600325 | 华发股份 | +9.95% | 4.42 | | 000838 | 财信发展 | +9.92% | 2.66 | | 000042 | 中洲控股 | +7.91% | 9.00 | | 601155 | 新城控股 | +7.62% | 18.08 | | 600791 | 京能量化 | +7.60% | 6.51 | | 001979 | 招商蛇口 | +7.31% | 10.87 | | 600649 | 城投控股 | +6.94% | 5.55 | | 600463 | 空港股份 | +6.7 ...
【硬科技头条】业内人士:马斯克团队上周调研的光伏企业包括TCL中环、晶科能源、晶盛机电等
Xin Lang Cai Jing· 2026-02-04 06:32
2月4日,智通财经自业内知情人士处了解到,上周,马斯克团队对包括TCL中环、晶科能源、晶盛机电 等中国光伏企业进行了调研,对此,相关公司并未向智通财经直接回应上述消息的真实性。稍早前,晶 科能源接线工作人员公开回应称,公司近期确实与马斯克团队相关考察团有过接触。此外,智通财经记 者了解到,更早前,马斯克团队还对部分光伏设备商进行了调研。(智通财经记者 马悦然) ...
马斯克团队,调研了这些中国光伏企业
Sou Hu Cai Jing· 2026-02-04 06:29
2月4日,智通财经自业内知情人士处了解到,上周,马斯克团队对包括TCL中环、晶科能源、晶盛机电 等中国光伏企业进行了调研,对此,相关公司并未向智通财经直接回应上述消息的真实性。稍早前,晶 科能源接线工作人员公开回应称,公司近期确实与马斯克团队相关考察团有过接触。此外,智通财经记 者了解到,更早前,马斯克团队还对部分光伏设备商进行了调研。 ...
马斯克团队秘密考察中国多家光伏企业?A股巨头回应,股价涨停
Di Yi Cai Jing Zi Xun· 2026-02-04 06:20
近日,市场有传闻称,马斯克团队近期秘密走访了中国多家光伏企业,考察项目涉及设备、硅片、电池 组件等环节,其中重点考察了有异质结、钙钛矿技术路线的光伏企业。 2026.02.04 本文字数:528,阅读时长大约1分钟 来源 |每日经济新闻、21世纪经济报道、智通财经 微信编辑| 苏小 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索,欢迎提供。专 用邮箱:bianjibu@yicai.com (注:我们会对线索进行核实。您的隐私将严格保密。) 据21世纪经济报道,针对该传闻,记者以投资者身份致电光伏组件龙头晶科能源核实,接线工作人员回 应称,公司近期确实与马斯克团队相关考察团有过接触,考察团对公司的技术储备、生产设备等进行了 了解,但合作意向及具体考察细节不便透露。该工作人员同时透露:"国内主流光伏企业也均有考察"。 另据智通财经自业内知情人士处了解到,上周,马斯克团队对包括TCL中环、晶科能源、晶盛机电等中 国光伏企业进行了调研,对此,相关公司并未向智通财经直接回应上述消息的真实性。 此外,更早前,马斯克团队还对部分光伏设备商进行了调研。 2月4日午后,光伏板块集体上涨,晶科能源、 ...
TCL中环、晶科能源涨停,晶盛机电逼近20CM涨停
Ge Long Hui A P P· 2026-02-04 06:10
格隆汇2月4日|TCL中环直线拉升涨停,晶科能源涨停,晶盛机电拉升逼近20CM涨停。消息面上,据 报,上周马斯克团队对包括TCL中环、晶科能源、晶盛机电等中国光伏企业进行了调研。 ...
TCL中环直线拉升触达涨停
Mei Ri Jing Ji Xin Wen· 2026-02-04 06:09
(文章来源:每日经济新闻) 每经AI快讯,2月4日,TCL中环直线拉升触达涨停,晶盛机电涨超15%。 ...
TCL中环直线拉升触达涨停。
Xin Lang Cai Jing· 2026-02-04 06:00
TCL中环直线拉升触达涨停。 ...
航天+AI跨界整合引爆赛道,SpaceX合并xAI打开太空光伏增量,中国企业凭硬核实力扩份额,出海提速筑牢2026增长根基
Xin Lang Cai Jing· 2026-02-03 12:52
Group 1 - Company Sunlight Power (300274) is a leading domestic enterprise in photovoltaic inverters, covering the entire industry chain including energy storage systems and photovoltaic power station development [1][43] - The company has strong technical capabilities in power electronics and system integration, with products suitable for various applications including residential, commercial, and large-scale ground power stations [1][43] - In the space photovoltaic and computing power sector, Sunlight Power's technology can be adapted for space applications, providing stable power support for space computing centers [1][43][44] Group 2 - Longi Green Energy (601012) is a leading domestic photovoltaic company focusing on the research and production of monocrystalline silicon rods and wafers, with a complete vertical integration in the industry chain [2][45] - The company excels in new generation high-efficiency battery technologies such as N-type TOPCon and HJT, with significant cost control and technical advantages [2][45] - Longi's ultra-thin silicon wafer technology meets the stringent requirements for space photovoltaic components, enabling reduced weight and improved energy efficiency for space computing centers [2][45] Group 3 - Tongwei Co., Ltd. (600438) is a dual leader in photovoltaic silicon materials and battery production, with a strong focus on high-purity crystalline silicon and photovoltaic battery manufacturing [3][46] - The company has a high market share in high-purity silicon production and is well-positioned to meet the rigorous standards required for space photovoltaic components [3][46] - Tongwei's efficient battery technology can enhance power generation in space photovoltaic applications, positioning the company as a key supplier in the space photovoltaic supply chain [3][46] Group 4 - Deye Technology (605117) is a quality enterprise with core businesses in dehumidification equipment and photovoltaic energy storage systems, excelling in household and commercial energy storage solutions [4][43] - The company's energy storage technology is crucial for providing stable energy supply in space photovoltaic applications, addressing intermittent power generation issues [4][43][44] - Deye's experience in developing equipment for extreme environments positions it well to adapt products for space applications [4][43] Group 5 - Jingcheng Machinery (300316) is a leading domestic enterprise in photovoltaic crystal growth equipment, focusing on high-end equipment for photovoltaic manufacturing [5][6] - The company's technology supports the production of high-purity silicon crystals and ultra-thin silicon wafers, essential for space photovoltaic components [5][6] - As the space photovoltaic industry matures, Jingcheng is expected to provide core manufacturing equipment for the space photovoltaic supply chain [5][6] Group 6 - Maiwei Co., Ltd. (300751) is a leading enterprise in photovoltaic battery equipment, specializing in HJT and perovskite tandem battery technologies [7][41] - The company's equipment is crucial for the mass production of high-efficiency batteries that meet the stringent requirements of space photovoltaic applications [7][41] - Maiwei's technology can support the development of space-specific battery manufacturing equipment, enhancing energy system efficiency for space computing centers [7][41] Group 7 - Foster (603806) is a global leader in photovoltaic packaging materials, focusing on EVA and POE films, with a strong market presence [8][43] - The company's packaging materials are essential for ensuring the durability and performance of photovoltaic components in extreme space environments [8][43] - Foster aims to develop specialized packaging materials for space applications, enhancing the reliability of space photovoltaic systems [8][43] Group 8 - JinkoSolar (002459) is a global leader in photovoltaic modules, with a comprehensive business model covering silicon wafers, battery cells, and modules [10][43] - The company has a strong technical foundation and global production capabilities, allowing it to meet diverse application needs [10][43] - JinkoSolar's module manufacturing technology is well-suited for space applications, with the potential to become a core supplier for space photovoltaic systems [10][43] Group 9 - TCL Zhonghuan (002129) is a core enterprise in the silicon wafer sector, focusing on monocrystalline silicon materials and semiconductor materials [12][43] - The company's high-purity silicon technology is critical for space photovoltaic components, meeting the stringent requirements for purity and performance [12][43] - TCL Zhonghuan is positioned to develop space-specific silicon products, enhancing its role in the space photovoltaic supply chain [12][43] Group 10 - Aerospace Electromechanical (600151) is a leading enterprise in the integration of aerospace and photovoltaic technologies, covering the entire industry chain from component manufacturing to power station operation [19][43] - The company's aerospace power technology can be directly applied to space photovoltaic systems, providing essential energy management solutions [19][43] - With its experience in satellite systems, Aerospace Electromechanical is well-positioned to participate in the development of space computing centers [19][43]
证监会对孩子王、千里科技、四方精创、臻驱科技等15家企业出具补充材料要求
梧桐树下V· 2026-02-02 02:06
Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued supplementary material requirements for overseas listing applications from 15 companies, focusing on compliance with foreign investment policies and operational legality [1][2][3]. Group 1: Supplementary Material Requirements - For Kid Wang, the company must clarify the start date and specifics of its value-added telecommunications services, foreign ownership limits, and compliance with foreign investment policies post-listing [5]. - For Qianli Technology, the company needs to provide updates on the transfer of shares related to the agreement with Lifan Holdings and confirm compliance with the Shanghai Stock Exchange [9]. - For Nanjing Qingtian, the company is required to align its listing plan with regulatory guidelines and disclose details about significant litigation [14]. Group 2: Compliance and Legal Opinions - For Zhenqu Technology, the company must explain the legality of shareholding arrangements and provide a list of past capital increases and share transfer prices, ensuring no irregularities exist [24]. - For Dafeng Gardening, the company needs to justify the establishment of a new listing entity in the Cayman Islands and confirm compliance with foreign investment reporting obligations [38]. - For Chengyi Biology, the company must clarify the shareholding structure and any potential changes in control, as well as the implications of special shareholder rights [40]. Group 3: Business Operations and Models - For Kid Wang, the company is required to describe its business model and the specific applications of AI large models [6]. - For Qianli Technology, the company must detail its business operations, including data processing and whether it complies with foreign investment restrictions [10]. - For Nanjing Qingtian, the company is asked to explain its involvement in AI large models and the operational status of its online platforms [15].
A股2025年报抢先看!首批“成绩单”出炉,这些上市公司业绩增幅靠前
Hua Xia Shi Bao· 2026-01-31 05:31
Core Insights - The performance of A-share listed companies for 2025 is showing a "polarization" trend, with significant differences in industry prosperity affecting earnings, where some companies achieve substantial profit growth while others, particularly in real estate and photovoltaic sectors, face losses [2][10] Group 1: Earnings Reports - As of January 30, over 70 companies have disclosed their 2025 annual reports, with more than 2200 companies providing earnings forecasts, indicating a clearer market outlook [2][7] - Among the companies that have reported, 51 achieved year-on-year revenue growth, highlighting the resilience of profit growth [3][6] - The top three companies in revenue growth are Shouyao Holdings, Lier Technology, and Xiamen Tungsten, with revenue increases of approximately 120%, 82.97%, and 47.84% respectively [4][5] Group 2: Profit Growth - A total of 47 companies reported year-on-year growth in net profit, with Wohua Pharmaceutical and Lier Chemical showing particularly strong performance, with net profit increases of 162.93% and 122.33% respectively [6] - Wohua Pharmaceutical achieved a revenue of 0.817 billion with a net profit of 0.096 billion, while Lier Chemical reported a revenue of 9.008 billion and a net profit of 0.479 billion [6] Group 3: Earnings Forecasts - Approximately 900 out of 2200 companies that disclosed earnings forecasts are expected to see profit increases, indicating strong growth momentum in the A-share market [7][10] - Notably, over 60 companies anticipate net profit growth exceeding 500%, with 20 companies expecting over 1000% growth, showcasing robust development potential [7][10] - Ningbo Fubang stands out with an expected net profit increase of 3099.59% to 4379.43%, driven by rising silver prices and asset optimization [8][9] Group 4: Loss Predictions - A significant number of companies, particularly in the real estate and photovoltaic sectors, are expected to report losses, with major firms like China Fortune Land Development and Greenland Holdings forecasting losses of 16 billion to 24 billion and 16 billion to 19 billion respectively [10] - The photovoltaic sector is also heavily impacted, with companies like Tongwei and TCL Zhonghuan predicting losses of 9 billion to 10 billion and 8.2 billion to 9.6 billion respectively [10]