截至2025年9月4日 13:16，碳中和ETF泰康(560560)早盘一度涨超3%，现涨1.72%，盘中换手4.12%，成 交294.56万元。跟踪指数中证内地低碳经济主题指数(000977)强势上涨1.02%，成分股中伟股份(300919) 上涨10.04%，晶澳科技(002459)上涨10.00%，大全能源(688303)上涨8.78%，天赐材料(002709)，爱旭股 份(600732)等个股跟涨。 拉长时间看，截至2025年9月3日，碳中和ETF泰康(560560)近1周累计上涨6.30%。碳中和ETF泰康 (560560)最新规模达7025.29万元，创近3月新高。 近期热点： 储能需求持续向好，全球市场多点开花。近期国内各省份陆续推出"136号文"承接政策，明确容量电价 等补贴，并持续推进现货市场，国内储能需求持续超预期。欧洲推行动态电价机制，叠加补贴加码，欧 洲大储及工商储持续高增。印尼推出百GW级别光储规划，澳洲推出23亿澳元户储电池补贴，美国"大 而美"法案下储能补贴仍将持续。 机构分析指出，国内新增储能项目中独立储能占比快速提升，储能不再作为业主方投资的完全成本项， 因而业主也更为关注储 ...

鹏辉能源涨超10%，锦浪科技、阳光电源、德业股份等涨幅靠前。 上能电气、晶澳科技触及涨停，鹏辉能源涨超10%，锦浪科技、阳光电源、德业股份等涨幅靠前。 ...

（文章来源：每日经济新闻） 每经AI快讯，9月4日，光伏设备、储能板块午后再度拉升，上能电气一度20%涨停，晶澳科技触及涨 停，大全能源、阳光电源、通威股份涨幅居前。 ...

【光伏、储能概念继续逆势走强 上能电气触及20cm涨停】智通财经9月4日电，午后光伏、储能概念继 续逆势走强，上能电气触及20cm涨停，晶澳科技涨停，鹏辉能源、锦浪科技、阳光电源、德业股份、 长虹能源等涨幅靠前。消息面上，在日前召开的第十届储能西部论坛上，中关村储能产业技术联盟理事 长陈海生指出，我国新型储能今年上半年装机规模创下新高，累计装机已突破100吉瓦，并有望在2030 年达到291吉瓦。 转自：智通财经 ...

HIT电池板块领涨，上涨3.52%，其中正业科技上涨20.02%，雅博股份上涨10.22%，东方日升上涨 6.36%，罗博特科、晶澳科技、捷佳伟创涨超5%。（第一财经AI快讯） ...

光伏概念股持续拉升，爱旭股份、正业科技涨停，晶澳科技、晶科能源、隆基绿能、通威股份等跟涨。 ...

（文章来源：每日经济新闻） 每经AI快讯，9月4日，光伏概念股持续拉升，正业科技涨停，晶澳科技、晶科能源、隆基绿能、通威 股份等跟涨。 ...

Group 1 - Shengtun Mining plans to repurchase shares worth between 500 million and 600 million yuan, with a maximum repurchase price of 11.82 yuan per share, aimed at employee stock ownership plans or equity incentives [1] - Kangnbei received a drug registration certificate for Linggui Shugan Granules, which is derived from traditional Chinese medicine and is used for treating phlegm and dampness due to Yang deficiency [2] - Zhangjiang Hi-Tech intends to publicly transfer 100% equity and related debts of Shanghai Jixin Rui Construction Technology Co., Ltd. with a total price not less than 151 million yuan [3] Group 2 - Shankai Intelligent won a bid for a metering device procurement project worth 13.318 million yuan from Hohhot Water Supply Company [4] - Hason Co. plans to jointly establish a supply chain company with a registered capital of 10 million yuan, in which Hason will hold a 10% stake [5] - Pudong Construction's subsidiaries won multiple major projects with a total amount of 1.271 billion yuan [6] Group 3 - Jinling Pharmaceutical received approval for the Phase III clinical trial of Olaratogrel tablets, which are used for treating moderate to severe pain associated with endometriosis [8] - Menohua's subsidiary obtained a drug registration certificate for Mosapride Citrate Tablets, aimed at improving gastrointestinal symptoms [10] - Shapuaisi's major shareholder plans to reduce holdings by up to 2% of the company's shares due to personal financial needs [11] Group 4 - Changyuan Power reported an August electricity generation of 3.771 billion kWh, a year-on-year decrease of 6.03% [15][16] - Xibu Livestock's August fresh milk production increased by 4.8% month-on-month but decreased by 7.27% year-on-year [19] - Yong'an Pharmaceutical's actual controller and chairman had their detention lifted, allowing them to resume normal duties [20] Group 5 - Jinkai Intelligent's director resigned due to work adjustments [22] - Xinhua Medical received a Class II medical device registration for an endoscope cleaning workstation [23] - Haishi Science and Technology's innovative drug HSK47388 received approval for a new indication clinical trial [25] Group 6 - Baotai Co. plans to participate in a land use rights auction in Baoji City with a starting price of 57.34 million yuan [26] - Minfeng Special Paper received a government subsidy totaling 11.2 million yuan [27] - Jiuchang Bio obtained a medical device registration for a heparin-binding protein assay kit [29] Group 7 - Jingao Technology plans to repurchase shares worth between 200 million and 400 million yuan, with a maximum price of 17.36 yuan per share [31] - Youxunda won a bid for a metering equipment project from China Southern Power Grid worth approximately 161 million yuan [32] - Qianli Technology reported an August vehicle sales increase of 168.55% year-on-year [32] Group 8 - Guangzhou Port expects an August container throughput increase of 1.2% year-on-year [32] - Kexing Pharmaceutical's GB08 injection completed the first subject enrollment for Phase II clinical trials [33] - Wu Ming Pharmaceutical plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary [34] Group 9 - Shanghai Electric's acquisition of K-Electric Limited shares has not yet completed the transfer [35] - Fulai New Materials plans to raise no more than 710 million yuan through a private placement [36] - Huaren Health's drug registration application for a new type of potassium ion competitive acid blocker has been accepted [37]

| 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） | （%） | | 601012 | 隆基绿 能 | 2.63 | 3.43 | 22360.88 | 5.02 | | 600438 | 通威股 份 | 0.37 | 2.49 | 17050.67 | 6.92 | | 688503 | 聚和材 料 | 6.04 | 7.79 | 10951.22 | 14.08 | | 002459 | 晶澳科 技 | 2.12 | 2.74 | 10068.91 | 8.91 | | 688559 | 海目星 | 3.33 | 10.31 | 7509.14 | 7.67 | | 300724 | 捷佳伟 创 | 1.94 | 13.45 | 7051.90 | 1.64 | | 688599 能 | 天合光 | 2.06 | 2.30 | 5297.92 | 6.47 | | 688630 | 芯碁微 | 1.38 | 5.66 | 4649.19 ...

Core Insights - The Zhongzheng Photovoltaic Industry Index (931151) has seen a strong increase of 2.94% as of September 3, 2025, with significant gains in constituent stocks such as Sungrow Power (300274) up 15.26% and Longi Green Energy (601012) up 2.81% [1][3] - The Photovoltaic ETF Fund (516180) has risen by 2.82%, with a latest price of 0.69 yuan, and has accumulated a total increase of 4.66% over the past two weeks [1] - The index reflects the overall performance of listed companies in the photovoltaic industry chain, selecting up to 50 representative stocks [1] Index Composition - As of August 29, 2025, the top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index account for a total of 56.14% of the index [1] - The top ten stocks by weight include: - Sungrow Power (300274) with a weight of 10.51% - Longi Green Energy (601012) with a weight of 9.97% - TCL Technology (000100) with a weight of 9.42% - TBEA Co., Ltd. (600089) with a weight of 6.99% - Tongwei Co., Ltd. (600438) with a weight of 5.24% [3]