New Stock Listings - The new stock "同宇新材" (code: 301630) is listed at an issue price of 84 on July 10, 2025[1] - "中程退" (code: 300208) and "退市锦港" (code: 600190) have 6 trading days remaining until their last trading day[1] - "恒立退" (code: 000622) has 3 trading days remaining until its last trading day[1] Delisting and Trading Alerts - "退市九有" (code: 600462) has 2 trading days remaining until its last trading day[1] - "工智退" (code: 000584) will have its last trading day on July 10, 2025[1] - "美迪西" (code: 688202) is listed with no specific trading alerts mentioned[1] Market Volatility - "北方长龙" (code: 301357) has been flagged for severe abnormal fluctuations[1] - "浙江东日" (code: 600113) and "诺德股份" (code: 600110) have also been noted for abnormal trading activities[1] - "长春一东" (code: 600148) is included in the list of stocks with trading alerts[1]

金十数据7月10日讯，A股光伏设备、有机硅概念早盘震荡走强，拓日新能、硅宝科技、弘远绿能、京 运通等多股涨停，亿晶光电、艾能聚、首航新能等个股涨超8%，艾罗能源、阳光电源、大全能源等个 股跟涨。昨日，多家硅片企业上调了硅片报价，不同尺寸的硅片价格涨幅在8%—11.7%。业内人士反 馈，由于国内光伏市场终端需求增速放缓，下游电池环节能否接受本次硅片提价还有待观察。 光伏概念连日上涨 业内表示硅片提价影响有待观察 ...

Group 1 - The stock of Tuori New Energy has hit the daily limit up for three consecutive trading days, with a current price of 4.49 yuan and a turnover rate of 12.04% as of 9:34 AM [2] - During the consecutive limit-up period, the stock has increased by 33.20%, with a cumulative turnover rate of 20.59% [2] - The latest total market capitalization of the A-shares reached 6.344 billion yuan, while the circulating market capitalization is 6.252 billion yuan [2] Group 2 - As of July 9, the margin trading balance for the stock is 111 million yuan, with a financing balance of 111 million yuan, reflecting a decrease of 4.16% from the previous trading day [2] - The stock has been listed on the Dragon and Tiger list due to a cumulative price deviation of 20% over three trading days, with institutional net selling of 6.8468 million yuan [2] - The company's Q1 report shows total operating revenue of 254 million yuan, a year-on-year decrease of 10.51%, and a net profit of -41 million yuan, a year-on-year decline of 1708.10% [2]

电力板块反复活跃，拓日新能（002218）3连板，华银电力（600744）、粤电力A、吉电股份 （000875）、广西能源（600310）、九洲集团（300040）跟涨。 ...

证券代码：002218 证券简称：拓日新能 公告编号：2025-037 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、股票交易异常波动的情况介绍 深圳市拓日新能源科技股份有限公司（以下简称"公司"）股票（证券简称：拓 日新能；证券代码：002218）于 2025 年 7 月 7 日至 2025 年 7 月 9 日连续三个交易日 收盘价格涨幅偏离值累计超过 20%，根据《深圳证券交易所交易规则》等有关规定，属 于股票交易异常波动情形。 二、公司关注并核实相关情况的说明 针对公司股票交易异常波动情形，公司对有关事项进行了核查，现将有关情况说 明如下： 深圳市拓日新能源科技股份有限公司 股票交易异常波动公告 1、公司前期披露的信息不存在需要更正或补充之处； 2、公司未发现近期公共媒体报道了可能或已经对公司股票交易价格产生较大影响 的未公开重大信息； 3、公司近期生产经营正常，经营情况和内外部经营环境未发生重大变化； 4、公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事项， 也不存在处于筹划阶段的重大事项； 2、公司郑重提醒广大投资者：公司目前指定 ...

光伏概念延续强势 拓日新能2连板 智通财经7月9日电，早盘光伏概念延续强势，拓日新能2连板，亿晶光电触及涨停，首航新能、弘元绿 能、亚玛顿、中利集团等跟涨。消息面上，SMM（上海有色网）7月7日发布的报告显示，当日，头部 多晶硅厂对部分订单致密/复投料报价上调至37元/千克。上涨原因主要是近期"反内卷"政策导向以及行 业自律。 ...

Market Performance - The Shanghai Composite Index reached a new high, approaching 3500 points, with a closing price of 3497.48 points, marking a significant increase in investor confidence [1] - The Shenzhen Component Index rose by 1.47%, and the ChiNext Index increased by 2.39%, with a total of 4283 stocks rising in the Shanghai and Shenzhen markets [1] Solar Energy Sector - The solar energy sector saw a substantial surge, with the overall solar concept index rising by 2.06%, and 460 constituent stocks increasing in value [3] - Notable stocks included Shihang New Energy, which hit the 20% daily limit, and several others like Tongwei Co. and Aiko Solar, which also saw significant gains [2][3] - The Ministry of Industry and Information Technology held a meeting focused on promoting high-quality development in the solar industry, indicating potential future growth [3] Technology Sector - The technology sector experienced a strong performance, particularly in the computing power supply chain, with significant gains in PCB and semiconductor stocks [4] - Key drivers included better-than-expected earnings forecasts from leading companies and the initiation of the IPO process for a major DRAM manufacturer, which positively impacted the semiconductor industry [4] Gaming Sector - The gaming sector saw a notable increase, with a 2.77% overall rise, driven by stocks like Icefire Network and Electric Soul Network [5] - The approval of 158 new games by the National Press and Publication Administration marked a significant milestone, indicating a potential boost for the industry [6] - Huawei's announcement regarding the upcoming showcase of HarmonyOS games at the 2025 ChinaJoy exhibition further highlights the sector's growth potential [5][6]

Core Viewpoint - The photovoltaic industry is experiencing a significant surge due to the "anti-involution" trend, which aims to eliminate low-price competition and promote high-quality development [1][5][6]. Group 1: Market Performance - On July 8, the A-share photovoltaic sector saw a broad rally, with stocks like Topray Solar and Tongwei Co. hitting the daily limit, while Daqo New Energy and Aiko Solar rose over 10% [1][2]. - The CSI Photovoltaic Industry Index increased by over 5% in a single day, and the photovoltaic ETF funds also saw gains of around 5% [2]. - In the Hong Kong market, the photovoltaic solar energy index rose by 6.17%, with companies like Shunfeng Clean Energy and Sunshine Energy experiencing significant increases of 30.43% and 15.48%, respectively [3][4]. Group 2: Policy and Industry Response - The surge in the photovoltaic sector is largely attributed to recent government initiatives aimed at curbing "involution" in competition, as highlighted by various government meetings and articles advocating for high-quality development [5][6]. - The Ministry of Industry and Information Technology has emphasized the need to eliminate low-price competition and improve product quality within the photovoltaic industry [5]. Group 3: Demand and Supply Dynamics - Domestic demand for photovoltaic installations surged in May 2025, with a record addition of 92.92 GW, marking a 388.03% year-on-year increase [6][8]. - However, the industry is expected to see a significant decline in installation numbers following the rush to secure policy benefits, indicating a potential return to more sustainable levels [6]. - Exports of photovoltaic components have been lackluster, with a 4% year-on-year decline in the first five months of 2025 compared to the previous year [8][10]. Group 4: Material Supply and Pricing - The price of silicon materials, which significantly impacts the photovoltaic industry, is under pressure due to high inventory levels and low demand, with current production capacity nearing its limits [15][17]. - The average price of domestic polysilicon has decreased to 35 yuan per kilogram, reflecting ongoing challenges in the supply chain [19]. - The industry faces difficulties in achieving "anti-involution" primarily at the silicon material level, while other segments like silicon wafers and modules may see easier adjustments through capacity restrictions [20].

钙钛矿电池概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600438 | 通威股 份 | 10.00 | 3.22 | 63572.01 | 22.69 | | 601012 | 隆基绿 能 | 6.46 | 2.94 | 51686.33 | 14.34 | | 002865 | 钧达股 份 | 10.00 | 10.25 | 20014.30 | 21.00 | | 002218 | 拓日新 能 | 10.06 | 4.94 | 13702.45 | 54.80 | | 002623 | 亚玛顿 | 10.01 | 23.35 | 12146.31 | 11.84 | | 002008 | 大族激 光 | 3.14 | 2.99 | 8434.15 | 12.00 | | 300118 | 东方日 | 6.21 | 11.99 | 7922.72 | 6.83 | | | 升 | | | | | | ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | BC电池 | 4.13 | 中船系 | -0.45 | | 硅能源 | 4.02 | 生物质能发电 | 0.03 | | PCB概念 | 3.86 | 足球概念 | 0.09 | | 铜缆高速连接 | 3.60 | 幽门螺杆菌概念 | 0.15 | | 低辐射玻璃(Low-E) | 3.55 | 冰雪产业 | 0.18 | | TOPCON电池 | 3.52 | 乳业 | 0.18 | | 钙钛矿电池 | 3.40 | 重组蛋白 | 0.19 | | AI PC | 3.32 | 转基因 | 0.20 | | HJT电池 | 3.22 | 可控核聚变 | 0.23 | | AI手机 | 3.22 | 芬太尼 | 0.24 | 资金面上看，今日HJT电池概念板块获主力资金净流入18.09亿元，其中，30股获主力资金净流入，7股 主力资金净流入超5000万元，净流入资金居首的是通威股份，今日主力资金净流入6.36亿元，净流入资 金居前的还有隆基绿能、拓日新能、TCL中环等，主力资金分别净流入 ...