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正泰电源股价涨5.1%,华安基金旗下1只基金位居十大流通股东,持有222.67万股浮盈赚取293.92万元
Xin Lang Cai Jing· 2026-01-28 07:05
截至发稿,石雨欣累计任职时间10年199天,现任基金资产总规模28.49亿元,任职期间最佳基金回报 107.72%, 任职期间最差基金回报0.92%。 数据显示,华安基金旗下1只基金位居正泰电源十大流通股东。华安安康灵活配置混合A(002363)三 季度新进十大流通股东,持有股数222.67万股,占流通股的比例为0.62%。根据测算,今日浮盈赚取约 293.92万元。 华安安康灵活配置混合A(002363)成立日期2016年2月1日,最新规模16.47亿。今年以来收益7.07%, 同类排名3694/8864;近一年收益13.5%,同类排名6054/8126;成立以来收益109.75%。 华安安康灵活配置混合A(002363)基金经理为石雨欣、陆奔。 1月28日,正泰电源涨5.1%,截至发稿,报27.20元/股,成交9.60亿元,换手率10.27%,总市值98.16亿 元。 资料显示,江苏正泰电源科技股份有限公司位于江苏省常熟市海虞镇通港路536号,成立日期2002年10 月28日,上市日期2007年8月10日,公司主营业务涉及金属工具箱柜产品以及高低压成套开关设备和元 器件产品的研发、生产和销售。主营业务收入 ...
光储行业跟踪:12月光伏组件出口同比高增,储能价格持续上涨
Shanghai Aijian Securities· 2026-01-27 09:49
Investment Rating - The industry is rated as "Strongly Outperforming the Market" [3][37]. Core Insights - The report highlights a significant increase in the export value of photovoltaic components, reaching approximately $2.314 billion in December 2025, which represents a year-on-year growth of 18.22% [3][31]. - The report indicates that the average price of lithium battery energy storage systems in December 2025 increased by 2.82% compared to the previous month, with a weighted average bid price rising by 6.39% [3][19]. - The domestic photovoltaic installation capacity in November 2025 was 22.02 GW, reflecting a month-on-month growth of 74.76% but a year-on-year decline of 11.92% [3][25]. Summary by Sections Production - The report notes a decrease in the overall production of photovoltaic components in November 2025, with a month-on-month decline of 2.43% and an expected further decrease of 14.77% in December 2025 [3][4]. Prices - As of January 21, 2026, the price of polysilicon remained stable at 54.00 CNY/kg, while the price of TOPCon double-glass components increased by approximately 0.99% to 0.72 CNY/W [3][11]. Domestic Demand - The cumulative newly installed photovoltaic capacity from January to November 2025 reached 274.89 GW, showing a year-on-year increase of 33.25% [3][25]. Overseas Demand - The report states that the export value of inverters in December 2025 was $839 million, marking a year-on-year increase of 26.12% and a month-on-month growth of 9.38% [3][29].
通用设备板块1月27日涨1.02%,四方达领涨,主力资金净流出11.47亿元





Zheng Xing Xing Ye Ri Bao· 2026-01-27 08:57
Market Performance - The general equipment sector increased by 1.02% on January 27, with Sifangda leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Top Gainers - Sifangda (300179) closed at 22.20, up 14.67%, with a trading volume of 941,200 shares and a transaction value of 2.015 billion [1] - Okoyi (688308) closed at 48.28, up 11.24%, with a trading volume of 177,900 shares and a transaction value of 848 million [1] - Jingzhida (688627) closed at 307.85, up 10.39%, with a trading volume of 73,400 shares and a transaction value of 2.166 billion [1] - Yujing Co. (002943) closed at 77.00, up 10.00%, with a trading volume of 220,400 shares and a transaction value of 1.591 billion [1] - Zhengtai Power (002150) closed at 25.88, up 9.99%, with a trading volume of 387,700 shares and a transaction value of 951 million [1] Top Losers - A stock (688622) closed at 98.62, down 10.26%, with a trading volume of 47,800 shares and a transaction value of 465 million [2] - Taijia Co. (002843) closed at 20.19, down 9.01%, with a trading volume of 238,500 shares and a transaction value of 487 million [2] - Jinka Intelligent (300349) closed at 17.12, down 4.52%, with a trading volume of 260,200 shares and a transaction value of 445 million [2] Capital Flow - The general equipment sector experienced a net outflow of 1.147 billion from institutional investors, while retail investors saw a net inflow of 1.898 billion [2] - The capital flow data indicates that retail investors were more active in the market compared to institutional and speculative investors [2][3] Individual Stock Capital Flow - Huanghe Xuanfeng (600172) had a net inflow of 63.7 million from institutional investors, while it faced a net outflow of 31.3 million from speculative investors [3] - Zhen Tai Power (002150) saw a net inflow of 198.6 million from institutional investors, with a net outflow of 74.2 million from speculative investors [3] - Sifangda (300179) had a net inflow of 58.2 million from institutional investors, while speculative investors experienced a net outflow of 63.0 million [3]
正泰电源2026年1月27日涨停分析:控股股东背书+新能源战略+业绩增长
Xin Lang Cai Jing· 2026-01-27 05:55
2026年1月27日,正泰电源(维权)(sz002150)触及涨停,涨停价25.88元,涨幅9.99%,总市值93.39 亿元,流通市值92.79亿元,截止发稿,总成交额9.16亿元。 声明:市场有风险,投资需谨慎。本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等)均只作为参考,不构成 个人投资建议。受限于第三方数据库质量等问题,我们无法对数据的真实性及完整性进行分辨或核验, 因此本文内容可能出现不准确、不完整、误导性的内容或信息,具体以公司公告为准。如有疑问,请联 系biz@staff.sina.com.cn。 责任编辑:小浪快报 根据喜娜AI异动分析,正泰电源涨停原因可能如下,控股股东背书+新能源战略+业绩增长: 1、公司控 股股东变更为正泰电器,正泰系在电力设备领域品牌影响力强大,更名"正泰电源"后市场认可度显著提 升,为股价上涨提供支撑。2026年关联交易预计达23.4亿,显示公司新能源业务扩张预期明确,"正泰 电源"命名也直接体现业务属性,契合当下新能源发展趋势。 2、公司三季度净利润同比增长27.26%, 每股收益增 ...
储能系列报告(17):英国发布重磅补贴,将对户储及热泵行业带来较大刺激
CMS· 2026-01-26 08:05
Investment Rating - The investment rating for the industry is "Recommended" based on the positive outlook for the sector and expected performance exceeding the benchmark index [3]. Core Insights - The UK government has launched a £15 billion "Warm Home Plan" aimed at helping millions of households install solar panels, energy storage, heat pumps, and insulation materials, significantly stimulating the home storage and heat pump sectors [1][6]. - The plan is expected to upgrade up to 5 million homes and help 1 million households escape energy poverty by 2030, leveraging £15 billion in subsidies to attract a total investment of £38 billion [6]. - The distribution of the subsidy includes £4.4 billion for low-income home upgrades, £2.7 billion for heat pump subsidies, £1.1 billion for heating network construction, and £5.3 billion for a loan fund [7]. - The home storage market is projected to exceed £100 billion by 2030 due to the estimated scale of home upgrades [6]. - The heat pump sector has a specific subsidy of £2.7 billion, with targets to install 450,000 and 1.5 million units annually by 2030 and 2035, respectively, indicating significant growth potential [6]. Company Summaries - **Airo Energy**: A leading distributed solar storage company with a strong focus on overseas markets, expected to perform well this year due to increased R&D and product diversification [8]. - **GoodWe**: A traditional home storage company with strong channel capabilities and advanced technology, well-established in the European market [8]. - **Sungrow Power Supply**: A top global solar storage company with a robust overseas presence, generating significant revenue from storage products [8]. - **Deye Technology**: Strong competitive edge in home storage, with a well-established global sales network and advanced manufacturing capabilities [8]. - **Rujing Technology**: A core supplier of heat pump controllers, with products widely used in major brands [10]. Financial Metrics of Key Companies - Airo Energy: Market Cap £14.6 billion, 2024 EPS £1.3, 2025 EPS £0.7, PE 140, PB 3, Investment Rating: Strongly Recommended [2]. - Sungrow Power Supply: Market Cap £338 billion, 2024 EPS £5.3, 2025 EPS £6.6, PE 25, PB 8, Investment Rating: Strongly Recommended [2]. - Deye Technology: Market Cap £80.5 billion, 2024 EPS £4.6, 2025 EPS £4.0, PE 22, PB 10, Investment Rating: Increase Holding [2].
正泰电源今日大宗交易折价成交35万股,成交额773.5万元
Xin Lang Cai Jing· 2026-01-23 09:13
| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 买方营业部 | | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-23 | 002150 | 正泰电源 | 22.10 | 35.00 | 773.50 联储证券股份有限 | | 申万宏源证券有限 | | | | | | | 公司北京里京证券 | | 公司北京繁竹院路 | | | | | | | 营业部 | 证券营业部 | | 1月23日,正泰电源大宗交易成交35万股,成交额773.5万元,占当日总成交额的1.19%,成交价22.1 元,较市场收盘价23.76元折价6.99%。 ...
光伏出口退税将取消,电池片价格持续上涨
Zhong Guo Neng Yuan Wang· 2026-01-22 01:37
Core Viewpoint - The photovoltaic (PV) industry is experiencing a decline in production and demand, with significant decreases expected in December 2025, influenced by export tax policies and market conditions [1][2]. Production - PV module production in November 2025 decreased by 2.43% compared to October, with a further expected decline of 14.77% in December [2]. - Battery production for January 2026 is projected at 210 GWh in China, down 4.55% month-on-month, with significant reductions in second-tier companies, while energy storage battery production remains stable or slightly increases [2]. Prices - As of January 14, 2026, the price of polysilicon remained stable at 54.00 CNY/kg, while TOPCon dual-glass module prices increased by approximately 1.43% to 0.71 CNY/W [3]. - The average price for lithium iron phosphate battery storage systems in November 2025 was 0.5721 CNY/Wh, reflecting a 6.4% decrease [3]. Demand - In November 2025, the export value of PV modules was approximately $2.412 billion, a year-on-year increase of 34.08% and a month-on-month increase of 6.84% [4]. - Domestic PV installations in November 2025 reached 22.02 GW, a 74.76% increase month-on-month but an 11.92% decrease year-on-year [4]. Investment Recommendations - The expected cancellation of the export tax rebate for certain products in April 2026 may temporarily boost domestic PV product shipments, while also promoting the elimination of outdated production capacity [5]. - Companies to watch include Sungrow Power Supply (300274.SZ), Narada Power Source (300068.SZ), Tongrun Equipment (002150.SZ), Huashengchang (002980.SZ), and Shouhang New Energy (301658.SZ) [5].
光储行业跟踪:光伏出口退税将取消,电池片价格持续上涨
Shanghai Aijian Securities· 2026-01-21 06:34
Investment Rating - The industry is rated as "Outperform" compared to the market [2][38]. Core Insights - The report highlights a significant increase in the demand for photovoltaic components, with exports reaching approximately $2.412 billion in November 2025, representing a year-on-year growth of 34.08% and a month-on-month increase of 6.84% [2]. - The report anticipates a short-term boost in domestic photovoltaic product shipments due to the cancellation of the export tax rebate starting April 2026, which may lead to the optimization of production capacity in the long term [2]. - The report recommends focusing on companies related to energy storage and photovoltaic sectors, specifically mentioning Yangguang Electric (300274.SZ), Nandu Power (300068.SZ), Tongrun Equipment (002150.SZ), Huashengchang (002980.SZ), and Shouhang New Energy (301658.SZ) [2]. Summary by Sections Production - In November 2025, the overall production of photovoltaic components decreased by 2.43% compared to October, with a forecasted further decline of 14.77% in December due to returning to a period of weak terminal demand [2]. - The production forecast for January 2026 indicates a total of 210 GWh for the Chinese market in power, storage, and consumer batteries, reflecting a month-on-month decrease of 4.55% [2]. Prices - As of January 14, 2026, the price of polysilicon remained stable at 54.00 CNY/kg, while the average price of TOPCon double-glass components increased by approximately 1.43% to 0.71 CNY/W [2][11]. - The average price for lithium iron phosphate battery storage systems in November 2025 was 0.5721 CNY/Wh, with a month-on-month decrease of 6.4% [2]. Domestic Demand - The domestic photovoltaic installation capacity in November 2025 was 22.02 GW, showing a month-on-month increase of 74.76% but a year-on-year decrease of 11.92% [2]. - Cumulative new photovoltaic installations from January to November 2025 reached 274.89 GW, marking a year-on-year growth of 33.25% [2]. Overseas Demand - The report notes that the export value of photovoltaic inverters in November 2025 was $767 million, reflecting a year-on-year increase of 25.91% and a month-on-month increase of 13.29% [2]. - The report indicates that the export of photovoltaic components to Australia saw a year-on-year growth rate exceeding 177%, suggesting new growth opportunities in emerging markets [2].
正泰电源:公司持续深耕新能源与金属制品两大主业
Zheng Quan Ri Bao· 2026-01-19 13:13
Group 1 - The company is focusing on two main sectors: renewable energy and metal products [2] - In the renewable energy segment, the company emphasizes inverters and energy storage devices as core products [2] - The company aims to create greater value for customers through comprehensive solution offerings [2]
正泰电源今日大宗交易折价成交91万股,成交额1868.23万元
Xin Lang Cai Jing· 2026-01-19 08:57
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 ...