登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002218 证券简称：拓日新能 公告编号：2026-007 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1．业绩预告期间：2025年1月1日至2025年12月31日 2．业绩预告情况：预计净利润为负值 深圳市拓日新能源科技股份有限公司 董 事 会 深圳市拓日新能源科技股份有限公司（以下简称"公司"）已就本次业绩预告与为公司提供审计服务的会 计师事务所进行了初步沟通，公司与会计师事务所在业绩预告相关财务数据方面不存在分歧。本次业绩 预告相关财务数据未经会计师事务所预审计。 三、 业绩变动原因说明 2025年，光伏行业仍面临阶段性供需失衡，产业链各环节主要产品价格仍处在低位徘徊，报告期内，公 司光伏玻璃和组件业务全年盈利能力较上年同期均有所下滑；叠加公司光伏发电业务受市场化交易政策 和限电因素的影响，公司光伏发电业务全年营业收入和毛利率较上年同期也有所下降。同时，基于谨慎 性原则，公司根据相关会计政策规定对相关资产计提减值准备，也对本报告期业绩产生一定影响。 尽管光伏行业面临周期 ...

Core Insights - The "space photovoltaic" concept has gained significant attention in the secondary market, largely influenced by Tesla CEO Elon Musk's endorsements [2] - The Wind Space Photovoltaic Index has risen by 19.83% over the past month, outperforming the Shanghai and Shenzhen 300 Index, which increased by 1.18% [2] - Several photovoltaic companies have experienced substantial stock price increases, with JunDa Co., Ltd. rising by 84.62% and Mingyang Smart Energy increasing by 60.22% in the last 20 days [2] Market Performance - The stock prices of companies like Dongfang Risen and Laplace have shown abnormal fluctuations, with price deviations exceeding 30% over consecutive trading days [3] - The space photovoltaic sector is characterized by its potential to harness solar energy in outer space, providing power to satellites and space stations [3] Industry Challenges - Despite the market enthusiasm, the commercialization of space photovoltaics faces significant uncertainties related to technology maturity and economic viability [4] - Industry insiders indicate that the application scenarios for space photovoltaics are still in the exploratory phase, with many companies not yet supplying products to commercial satellite firms [4] Technological Considerations - Current leading materials for space photovoltaics include gallium arsenide, which is costly at approximately 1000 RMB per watt, and perovskite, which faces stability issues in extreme space conditions [5] - The cost of electricity generated from space photovoltaics is estimated to be 2-3 USD per kilowatt-hour, significantly higher than the ground-based photovoltaic cost of 0.03-0.05 USD per kilowatt-hour [5] Future Outlook - Several A-share listed companies express optimism about the future of space photovoltaics, with potential market size reaching trillions as technology advances [5] - Companies like Trina Solar and HaiMuxing are actively collaborating with leading aerospace institutions to develop practical applications for space solar energy [5] - The commercialization of space photovoltaics is projected to gradually occur over the next 10 to 15 years as launch costs decrease and battery technologies improve [6]

Core Viewpoint - The "space photovoltaic" concept has become a major focus in the secondary market, significantly influenced by Tesla CEO Elon Musk's endorsements, with the relevant index rising 19.83% in the past month, outperforming the CSI 300 index by 18.65% [1] Market Performance - The space photovoltaic concept index has shown strong performance, with notable stock increases: JunDa Co., Ltd. up 84.62%, Mingyang Smart Energy up 60.22%, Jiejia Weichuang up 44.04%, Dier Laser up 41.54%, and Tuori New Energy up 35.94% over the past 20 days [1] - Several photovoltaic companies have experienced significant stock price surges, triggering trading anomalies, such as Dongfang Risheng and Laplace, both exceeding a cumulative price deviation of 30% within a short period [2] Industry Insights - Space photovoltaic energy refers to utilizing solar photovoltaic technology in outer space to generate and supply energy, with the potential to transmit power wirelessly to Earth or supply satellites and space stations [2] - The rationale for space photovoltaics includes abundant sunlight in space and the feasibility of deploying photovoltaic components on satellites, with near-Earth satellites experiencing over 60% sunlight exposure [2] Challenges in Industrialization - Despite the rising stock prices, the industry faces significant uncertainties regarding the industrialization of space photovoltaics, including technological maturity and economic viability for large-scale commercialization [3] - Current applications of space photovoltaics are still exploratory, with many companies in the secondary market not yet supplying products to commercial space satellite companies [3] - Analysts indicate that space photovoltaics are in the early stages of development, requiring validation of technology and economic benefits for large-scale applications [3] Technological Considerations - Gallium arsenide is the mainstream material for space photovoltaics, but its high cost (approximately 1000 RMB per watt) poses challenges for large-scale deployment [4] - Perovskite technology shows promise but has stability concerns in extreme space conditions, necessitating further validation [4] - Multiple technological routes are being explored, with a focus on solving power and cost issues as critical for the commercialization of space energy solutions [4] Cost Analysis - Current estimates suggest that the cost of electricity from space photovoltaics is around $2-3 per kilowatt-hour, compared to $0.03-0.05 per kilowatt-hour for ground-based photovoltaics, indicating a potential cost disparity of up to 100 times [5] - Companies like Trina Solar and HaiMuxing express optimism about the future of space photovoltaics, citing collaborations with leading aerospace institutions and advancements in reusable rocket technology [5] Commercialization Timeline - Predictions indicate that space photovoltaics may gradually commercialize over the next 10 to 15 years, contingent on decreasing launch costs and breakthroughs in battery technology [6]

Core Viewpoint - The "space photovoltaic" concept has gained significant attention in the secondary market, largely influenced by Tesla CEO Elon Musk's endorsements, with the relevant index rising 19.83% in the past month, outperforming the CSI 300 index by 18.65% [1] Market Performance - The space photovoltaic concept index has seen a notable increase, with specific stocks like JunDa Co., Ltd. rising by 84.62%, Mingyang Smart Energy by 60.22%, and Jiejia Weichuang by 44.04% over the past 20 days [1] - Several photovoltaic companies have experienced stock price surges, triggering trading anomalies, such as Dongfang Risheng and Laplace, which saw price deviations exceeding 30% [3] Technology and Feasibility - Space photovoltaic energy involves utilizing solar photovoltaic technology in outer space to generate and supply energy, with the potential for direct power transmission to Earth [3] - The advantages of space photovoltaic systems include abundant sunlight and reduced atmospheric interference, making them a viable option for satellite power supply [3] Industry Challenges - Despite the market enthusiasm, the space photovoltaic industry faces significant uncertainties regarding technological maturity, long-term reliability, and economic viability for large-scale commercialization [4][5] - Current applications are still in the exploratory phase, with many companies not yet supplying products to commercial space satellite firms [5] Technological Development - Various technological routes are being explored, with gallium arsenide being the mainstream material, but its high cost poses challenges for large-scale deployment [5][6] - The cost of space photovoltaic energy is currently estimated at $2-3 per kilowatt-hour, significantly higher than ground-based photovoltaic costs of $0.03-0.05 per kilowatt-hour, indicating a need for cost reduction and efficiency improvements [6] Future Outlook - Companies like Trina Solar and HaiMuxing express optimism about the future of space photovoltaic technology, citing collaborations with leading aerospace institutions and advancements in reusable rocket technology [6][7] - The commercial viability of space photovoltaic systems is projected to develop over the next 10 to 15 years, contingent on decreasing launch costs and breakthroughs in battery technology [7]

经济观察网2026年1月30日，拓日新能（002218）发布2025年度业绩预告，预计2025年净利润亏损2.18 亿元至1.38亿元。扣除非经常性损益后的净利润亏损2.1亿元至1.3亿元。 ...

（文章来源：每日经济新闻） 每经AI快讯，拓日新能(002218)1月30日发布2025年业绩预告，预计2025年归母净利润亏损1.38亿元 ~2.18亿元，上年同期净利润1078.78万元。报告期内，公司光伏玻璃和组件业务全年盈利能力较上年同 期均有所下滑；叠加公司光伏发电业务受市场化交易政策和限电因素的影响，公司光伏发电业务全年营 业收入和毛利率较上年同期也有所下降。 ...

证券代码：002218 证券简称：拓日新能 公告编号：2026-007 深圳市拓日新能源科技股份有限公司 2025 年度业绩预告 深圳市拓日新能源科技股份有限公司（以下简称"公司"）已就本次业绩预告与 为公司提供审计服务的会计师事务所进行了初步沟通，公司与会计师事务所在业绩预 告相关财务数据方面不存在分歧。本次业绩预告相关财务数据未经会计师事务所预审 计。 三、业绩变动原因说明 2025 年，光伏行业仍面临阶段性供需失衡，产业链各环节主要产品价格仍处在低 位徘徊，报告期内，公司光伏玻璃和组件业务全年盈利能力较上年同期均有所下滑； 叠加公司光伏发电业务受市场化交易政策和限电因素的影响，公司光伏发电业务全年 营业收入和毛利率较上年同期也有所下降。同时，基于谨慎性原则，公司根据相关会 计政策规定对相关资产计提减值准备，也对本报告期业绩产生一定影响。 尽管光伏行业面临周期性挑战，但是公司财务状况稳健，长期以来资产负债率保 持在行业较低的水平，资金储备充裕，具有良好的抗风险能力；未来公司将继续坚持 技术创新，强化降本增效，做好风险管控，有效应对市场周期性波动。 四、其他相关说明 本公司及董事会全体成员保证公告内容的真实 ...

经历过集体亏损至暗时刻的中国光伏，能否因马斯克的太空光伏计划开启新的产业叙事？ 太空光伏，正在改写中国光伏企业的"价值锚点"。作为全球光伏制造的主导力量，中国企业正成为马斯克太空能源蓝图中，不可回避的 供应链核心。 近日，A股市场掀起一轮"太空光伏"热潮，光伏板块整体仍在持续升温，延续强势行情。1月26日，润泽新能盘中触及20%涨停板并保持 封板状态，拓日新能、亚玛顿、协鑫集成、明阳智能等涨停。到1月28日，盘面开始分化，但光伏胶膜、BIPV等细分方向仍延续上涨趋 势。 这次引爆行情的直接触发点来自1月22日的达沃斯论坛：马斯克在会上公开表示，SpaceX与特斯拉正联手在美国建设年产能达200GW的 光伏生产基地，预计三年内投产，主要用于地面数据中心和太空AI卫星供电。根据估算，200GW的规划规模接近美国全国电力需求的四 分之一，如此宏大的规划，使得"太空光伏"这一原本偏研究层面的概念，被推向商业化叙事的前台。 一家光伏技术公司炎和科技创始人冯凡表示：" 当下资本市场对太空光伏的高预期并不异常，因为资本通常在技术萌芽期就介入，而不 是等成熟后再关注。AI和商业航天就是典型例子"。 市场的亢奋情绪背后，是昙花 ...

但咱普通人也别被这连板涨停冲昏头脑，光伏行业这两年日子有多难，不用多说大家也知道，拓日新能 也没逃过一劫，2023加2024年两年的归母净利润加起来，也才3000多万。到了2025年前三季度，情况更 糟，营收直接同比降了27.23%，只剩8.13亿元，更扎心的是，还亏了1.09亿。 你可能会问，那被热炒的"太空业务"不能救场吗？现实是一盆冷水。公司自己都坦白交代，近期压根没 签新的卫星订单，给之前的卫星供货，还是多年前的老黄历。 这年头A股的流量密码，被"马斯克概念股"拿捏得死死的！马斯克在达沃斯上一句"太空数据中心"，拓 日新能连拉几个涨停板！今天换手率更是飙上36%，博弈程度直接拉满，看得不少普通人一脸懵：这到 底是真妖股起飞，还是资本又在借着概念讲故事？ 说白了，眼下这场疯狂上涨，更像是一场资本狂想曲。马斯克画了个太空能源的大饼，活跃资金趁机进 场炒故事，至于业绩能不能跟上，暂时没人在意。看热闹可以，真要进场博弈，可得多留个心眼。 能靠着马斯克的一句话站上风口，拓日新能也不是纯蹭热点。它是光伏行业里实打实的全产业链玩家， 垂直优势让它在行业寒冬里格外抗打，更关键的是，它可不是光说不练，人家真有"上过天" ...

1月27日，沪指涨0.18%，深成指涨0.09%，创业板指涨0.71%。全市场成交额2.92万亿元，较前一交易日缩量3592亿元， 超3400股下跌。贵金属、培育钻石、光伏设备、保险、CPO等板块涨幅靠前。 龙虎榜单日净买入额前三为平潭发展、东芯股份、华天科技，分别为9.31亿元、7.82亿元、6.14亿元。 龙虎榜单日净卖出额前三为中国铀业、东方日升、红宝丽，分别为4.38亿元、3.94亿元、2.52亿元。 龙虎榜中涉及机构专用席位的个股中，单日净买入额前三为宏景科技、协鑫集成、晓程科技，分别为2.31亿元、2.18亿 元、1.42亿元。 龙虎榜中涉及机构专用席位的个股中，单日净卖出额前三为中国铀业、拉普拉斯、天奇股份，分别为3.40亿元、2.45亿 元、1.89亿元。 个股方面，贵金属板块白银有色6连板、四川黄金9天5板、招金黄金7天4板、湖南黄金2连板，太空光伏概念股拓日新能 10天5板，AI应用端的天地在线7天4板。 下面我们来看下今日龙虎榜情况： 部分榜单个股题材： 平潭发展(福建自贸区+林木主业+菌草纤维板) 1、据2025年4月25日年度报告，公司注册地位于平潭综合实验区，国务院批准的《平潭综合 ...