1月19日，正泰电源大宗交易成交91万股，成交额1868.23万元，占当日总成交额的2.83%，成交价20.53元，较市场收盘价 22.56元折价9%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营 部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-19 | 002150 | 正泰电源 | 20.53 | 10.00 | | 205.30 西南证券股份有限 | 申万宏源证券有限 | | | | | | | | 公司北京分公司 | 公司北京紫竹院路 | | | | | | | | | 证券营业部 | | 2026-01-19 | 002150 | 正泰电源 | 20.53 | 30.00 | | 615.90 西南证券股份有限 | 申万宏源证券有限 | | | | | | | | 公司北京分公司 | 公司北京紫竹院路 | | | | | | | | | 证券营业部 | | 2026-01-19 | 00 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-16 | 002150 | 正泰电源 | 19.57 | 15.00 | 293.55 招商证券股份有限 | 甲万宏源证券有限 | | | | | | | 公司西安北大街证 | 公司北京紫竹院路 | | | | | | | 券营业部 | 证券营业部 | | 2026-01-16 | 002150 | 正泰电源 | 19.57 | 14.00 | 273.98 机构专用 | 申万宏源证券有限 | | | | | | | | 公司北京紫竹院路 | | | | | | | | 证券营业部 | | 2026-01-16 | 002150 | 正泰电源 | 19.57 | 15.00 | 293.55 机构专用 | 申万宏源证券有限 | | | | | | | | 公司北京紧竹院路 | | | | | | | | 证券营业部 | | 2 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月14日，通润装备（维权）收涨5.62%，收盘价为21.41元，发生3笔大宗交易，合计成交量44万股，成 交金额857.12万元。 第1笔成交价格为19.48元，成交22.00万股，成交金额428.56万元，溢价率为-9.01%，买方营业部为机构 专用，卖方营业部为申万宏源证券有限公司北京紫竹院路证券营业部。 第2笔成交价格为19.48元，成交11.00万股，成交金额214.28万元，溢价率为-9.01%，买方营业部为光大 证券股份有限公司宁波柳汀街证券营业部，卖方营业部为申万宏源证券有限公司北京紫竹院路证券营业 部。 第3笔成交价格为19.48元，成交11.00万股，成交金额214.28万元，溢价率为-9.01%，买方营业部为光大 证券股份有限公司宁波钱湖北路证券营业部，卖方营业部为申万宏源证券有限公司北京紫竹院路证券营 业部。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为857.12万元。该股近5个交易日累 计上涨3.48%，主力资金合计净流出1814.8万元。 责任编辑：小浪快报 ...

每经AI快讯，1月14日，通润装备（002150）(002150.SZ)公告称，公司名称已变更为江苏正泰电源科技 股份有限公司，证券简称变更为正泰电源，新证券简称启用日期为2026年1月16日，证券代 码"002150"保持不变。此次变更是为了更好地匹配公司股权结构，同时基于公司战略规划及经营发展需 要。 ...

证券代码：002150 证券简称：通润装备 公告编号：2026-001 重要提示： 江苏通润装备科技股份有限公司 一、公司名称及证券简称变更的说明 关于变更公司名称、证券简称暨完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 四、其他事项说明 本次公司变更证券简称事项已经深圳证券交易所审核无异议，自 2026 年 1 月 16 日起，公司证券简称由"通润装备"变更为"正泰电源"，证券代码"002150" 保持不变。 二、完成工商变更登记的情况 公司已于近日完成相关工商变更登记手续，并取得了苏州市数据局换发的 《营业执照》。具体信息如下： | 称 | 江苏正泰电源科技股份有限公司 | 名 | | --- | --- | --- | | 统一社会信用代码 | 91320000742497060W | | | 注册资本 | 万元整 36,086.8803 | | | 型 | 股份有限公司（上市、自然人投资或控股） | 类 | | 成立日期 | 年 月 日 2002 10 28 | | | 法定代表人 | 陆川 | | | 所 | 江苏省常熟市海 ...

格隆汇1月14日丨通润装备(002150.SZ)公布，本次公司变更证券简称事项已经深圳证券交易所审核无异 议，自2026年1月16日起，公司证券简称由"通润装备"变更为"正泰电源"，证券代码"002150"保持不 变。 ...

格隆汇1月14日丨通润装备(002150.SZ)公布，本次公司变更证券简称事项已经深圳证券交易所审核无异 议，自2026年1月16日起，公司证券简称由"通润装备"变更为"正泰电源"，证券代码"002150"保持不 变。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2026-01-14 | 002150 | 通润装备 | 19.48 | 22.00 | 428.56 机构专用 | 甲万宏源证券有限 | | | | | | | | 公司北京紫竹院路 | | | | | | | | 证券营业部 | | 2026-01-14 | 002150 | 通润装备 | 19.48 | 11.00 | 214.28 光大证券股份有限 | 申万宏源证券有限 | | | | | | | 公司宁波柳汀街证 | 公司北京紫竹院路 | | | | | | | 券营业部 | 证券营业部 | | 2026-01-14 | 002150 | 通润装备 | 19.48 | 11.00 | 214.28 光大证券股份有限 | 申万宏源证券有限 | | | | | | | 公司宁波钱湖北路 | 公司北京紫竹院路 | | | | | | | ...

Investment Rating - The industry is rated as "Outperform" compared to the market [1]. Core Insights - The report highlights a significant increase in demand for photovoltaic components, with a notable year-on-year growth in domestic installations and exports [3][4]. - The cancellation of export tax rebates for photovoltaic products is expected to impact pricing and demand dynamics in the industry starting April 2026 [3]. - The report suggests a focus on energy storage-related companies as potential investment opportunities due to the increasing demand in the sector [3]. Production Summary - Photovoltaic module production in November 2025 decreased by 2.43% month-on-month, with domestic inventory levels rising as terminal installations fell short of expectations [3]. - Battery production for January 2026 is projected at 210 GWh, a decrease of 4.55% from the previous month, primarily driven by a reduction in production from second-tier companies [3]. Price Summary - As of January 7, 2026, the price of polysilicon increased by 3.85% to 54.00 CNY/kg, while the average price of 183N monocrystalline silicon wafers rose by 12.00% to 1.40 CNY/piece [3]. - The average price for lithium iron phosphate battery storage systems was reported at 0.5721 CNY/Wh, reflecting a month-on-month decrease of 6.4% [3]. Domestic Demand Summary - In November 2025, domestic photovoltaic installations reached 22.02 GW, marking a 74.76% increase month-on-month but an 11.92% decrease year-on-year [3]. - Cumulative domestic photovoltaic installations from January to November 2025 totaled 274.89 GW, representing a year-on-year growth of 33.25% [3]. Overseas Demand Summary - In November 2025, photovoltaic component exports amounted to approximately 2.412 billion USD, a year-on-year increase of 34.08% [3]. - The inverter export value for November 2025 was 767 million USD, showing a year-on-year increase of 25.91% [3].

Summary of Conference Call Notes Industry Overview - The conference call discusses the solar energy and energy storage industries, focusing on projections for 2026 and 2027, highlighting trends in demand, supply, and pricing dynamics across various segments of the industry. Key Points on Solar Industry - **Projected Installation Decline**: Domestic solar installation is expected to drop to 180-200 GW in 2027, a decrease of approximately 35% year-on-year, primarily due to prior over-installation [1][2] - **Global Component Demand**: Global demand for solar components is anticipated to fall below 600 GW in 2027, reflecting an 8.5% year-on-year decline, with exports from overseas markets decreasing by about 5% [1][4] - **Market Dynamics**: The concentrated solar power sector remains driven by large base projects, while distributed solar may see some recovery by year-end [2] Key Points on Energy Storage Industry - **Rapid Growth**: The energy storage market is experiencing rapid growth, with a projected increase of over 40% globally next year, driven by policy support and widening price differentials [1][5] - **Domestic Capacity Projections**: Domestic energy storage capacity is conservatively estimated at 180 GWh, with global capacity reaching 400 GWh [3][13] - **Market Trends**: The energy storage market is shifting towards large-scale systems in Europe and is seeing robust demand in emerging markets due to electricity shortages [5][10] Pricing and Profitability Insights - **Price Recovery**: The solar industry is expected to see improved financial reports in Q2, driven by policies that prevent sales below cost and measures to combat internal competition [1][6] - **Component Pricing Trends**: Prices for silicon materials, wafers, cells, and modules have shown signs of recovery, with some companies turning profitable in Q3 [8][9] Emerging Technologies and Innovations - **Technological Advancements**: New technologies such as TOPCon and high-power components are enhancing profitability and market positioning for leading companies [8][9] - **Market Concentration**: The energy storage market is expected to see a decrease in concentration as demand surges, but will likely return to a more concentrated state in the long term [14] Recommendations for Investment - **Key Companies to Watch**: - Large storage and industrial storage companies such as Artis, Tongrun Equipment, and Deye [15][24] - High-power component manufacturers like Jinko and Aiko [24] - Leading silicon material companies with strong cost advantages [24] - Glass companies capable of exporting, and Foster in the encapsulant sector [24] Additional Insights - **Glass Industry Challenges**: The solar glass sector faces overcapacity and high inventory levels, with domestic demand expected to remain weak [17][18] - **Profitability Pressures**: Current glass prices are around 11 RMB, with further declines expected, potentially leading to significant cash flow issues for smaller companies [19][20] This summary encapsulates the critical insights and projections discussed during the conference call, providing a comprehensive overview of the solar and energy storage industries' current state and future outlook.