11月11日，科士达盘中下跌2.08%，截至13:14，报49.05元/股，成交6.58亿元，换手率2.32%，总市值 285.58亿元。 资金流向方面，主力资金净流入172.90万元，特大单买入3193.67万元，占比4.85%，卖出4100.17万元， 占比6.23%；大单买入1.32亿元，占比20.04%，卖出1.21亿元，占比18.40%。 科士达所属申万行业为：电力设备-其他电源设备Ⅱ-其他电源设备Ⅲ。所属概念板块包括：太阳能、逆 变器、光伏玻璃、充电桩、一带一路等。 截至10月31日，科士达股东户数4.10万，较上期增加0.00%；人均流通股13783股，较上期增加0.00%。 2025年1月-9月，科士达实现营业收入36.09亿元，同比增长23.93%；归母净利润4.46亿元，同比增长 24.93%。 分红方面，科士达A股上市后累计派现15.44亿元。近三年，累计派现6.02亿元。 机构持仓方面，截止2025年9月30日，科士达十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股1069.08万股，相比上期增加245.00万股。博时汇兴回报一年持有期混合（011056）位居第五 大流通 ...

（编辑 王江浩） 证券日报网讯 11月9日晚间，科士达发布公告称，公司股票交易价格连续两个交易日（2025年11月6 日、2025年11月7日）收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动的情况。经核查，公 司近期经营情况正常，内外部经营环境未发生重大变化；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；公司不存在违反公平信息披露规定的情形。 ...

7 November 2025 | 7:55AM HKT Equity Research Shenzhen Kstar Science & Tech (002518.SZ) Raise TP to Rmb55.4 on positive read-across from SolarEdge's 3Q25 earnings, new UPS launch, and strong overseas (North American) AIDC power systems outlook; reiterate Buy 002518.SZ 12m Price Target: Rmb55.40 Price: Rmb48.73 Upside: 13.7% We raise our 12m TP to Rmb55.4 (vs. previously Rmb48.5) on multiple positive business developments recently, including (1) positive read-across from SolarEdge 3Q25 earnings on European ES ...

一、股票交易异常波动的情况 深圳科士达科技股份有限公司（以下简称"公司"）股票交易价格连 续两个交易日（2025年11月6日、2025年11月7日）收盘价格涨幅偏离值 累计超过20%，根据深圳证券交易所的有关规定，属于股票交易异常波动 的情况。 二、公司关注并核实相关情况 针对公司股票异常波动情况，根据相关规定的要求，公司对有关事项 进行了核查，现就相关情况说明如下： 证券代码：002518 证券简称：科士达 公告编号：2025-041 深圳科士达科技股份有限公司 关于股价异动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 没有虚假记载、误导性陈述或重大遗漏。 三、是否存在应披露而未披露的说明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市 规则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商 谈、意向、协议等；董事会也未获悉公司有其他根据《深圳证券交易所股 票上市规则》等有关规定应予以披露而未披露的、对公司股票及其衍生品 种交易价格产生较大影响的信息；公司前期披露的信息不存在需要更正、 补充之处。 四、风险提示 1、经自查，公司不存在违反信息公平披露的情形。 1 ...

证券之星消息，11月7日其他电源设备板块较上一交易日下跌0.87%，海博思创领跌。当日上证指数报收 于3997.56，下跌0.25%。深证成指报收于13404.06，下跌0.36%。其他电源设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002255 | ■體題 | 14.38 | 10.02% | 163.33万 | | 23.07亿 | | 002518 | 科士达 | 53.60 | 9.99% | 29.22万 | | 15.13亿 | | 002851 | 麦格米特 | 86.12 | 2.33% | 46.82万 | | 40.06 Z | | 688719 | 爱科赛博 | 39.87 | 1.01% | 1.82万 | | 7179.01万 | | 002227 | 奥特迅 | 13.69 | 0.51% | 5.96万 | | 8141.26万 | | 688551 | 科威尔 | 40.71 | 0.39% | 1.81万 | | 7 ...

中国经济网北京11月7日讯 科士达(SZ:002518)今日股价涨停，截至收盘报53.60元，涨幅9.99%，总 市值312.07亿元。该股此前1个交易日涨停。 （责任编辑：康博） ...

Group 1: Market Performance and Liquidity - The battery ETF managed by Jiashi has a turnover rate of 3.45% and a transaction volume of 49.24 million yuan as of November 6 [3] - The average daily transaction volume for the battery ETF over the past month is 126 million yuan, with a total scale reaching 1.428 billion yuan [3] - The net value of the battery ETF has increased by 5.90% over the past three years, with the highest monthly return since inception being 39.76% and the longest consecutive monthly gain lasting six months [3] Group 2: Industry Growth and Projections - As of September 30, China's new energy storage capacity exceeded 100 million kilowatts, representing a growth of over 30 times compared to the end of the 13th Five-Year Plan, accounting for over 40% of the global total [3] - China's new energy vehicle production and sales have ranked first globally for ten consecutive years, with a projected global market share of 63.7% in 2024 and an estimated sales volume of 16 million units in 2025 [3] - The lithium battery industry is expected to reach a scale of 1.2 trillion yuan by 2024, primarily driven by power batteries and energy storage batteries, with China's share of global power batteries increasing from 38.35% in 2020 to 68.79% in 2025 [3] Group 3: Market Sentiment and Stock Performance - The electric equipment (battery) industry is gaining market attention, with a shift in investment focus from TMT sectors to electric equipment, indicating increased investor interest [4] - As of October 31, 2025, the top ten weighted stocks in the China Securities Battery Theme Index include companies like Sungrow Power, CATL, and EVE Energy, collectively accounting for 56.8% of the index [4] Group 4: Stock Performance Details - The stock performance of key companies includes: Sungrow Power (-1.64%, 14.31% weight), CATL (-0.51%, 8.95% weight), EVE Energy (1.73%, 6.94% weight), and others with varying performance and weight [6]

Core Viewpoint - The photovoltaic sector is showing strong performance, with the China Securities Photovoltaic Industry Index rising by 1.2%. Major companies are planning to form a consortium to eliminate excess capacity and settle accumulated debts, potentially leading to a new phase of "anti-involution" in the industry [1] Group 1: Market Performance - As of 11:10, the China Securities Photovoltaic Industry Index increased by 1.2% [1] - Key stocks such as Hongyuan Green Energy hit the upper limit, Keda surged over 8%, and Tongwei Co. and Daqo New Energy rose over 7% [1] - The photovoltaic ETF E Fund (562970) experienced significant trading volume during the session [1] Group 2: Industry Developments - Leading polysilicon companies are planning to establish a consortium with a total investment of 20 billion to 30 billion yuan, aimed at eliminating some production capacity and settling industry debts [1] - The implementation of polysilicon storage is expected to alleviate the current overcapacity situation and accelerate profit recovery for companies [1] - The industry supply-demand relationship is anticipated to gradually return to balance through capacity restriction and optimization [1] Group 3: Future Outlook - Continuous release of downstream demand and the execution of "anti-involution" policies are expected to improve the industry's fundamentals [1] - Leading companies are likely to benefit significantly from the optimization of the industry structure [1] - The China Securities Photovoltaic Industry Index covers 50 representative stocks across the photovoltaic supply chain, which are expected to benefit from the "anti-involution" trend and profit recovery expectations [1]

资料显示，光伏50ETF（516880）跟踪的中证光伏产业指数，从主营业务涉及光伏产业链上、中、下游 的上市公司证券中，选取不超过50只最具代表性的上市公司证券作为指数样本，以反映光伏产业上市公 司证券的整体表现。 （文章来源：每日经济新闻） A股三大指数今日低开后震荡调整，光伏板块盘中逆势走强，科士达、通威股份涨超6%，大全能源涨 超5%，阿特斯、隆基绿能涨超4%。 受盘面影响，光伏50ETF（516880）盘中直线拉升涨超2%。 有券商表示，当前光伏行业"反内卷"已取得一定积极成效，三季度主链上游环节预计显著减亏，后续关 注底部反转；储能行业呈现供需两旺态势，国内外需求共振，新型储能"一芯难求"，头部电池企业持续 满产，电池价格延续上涨趋势，供应链整体具备价格传导能力，储能景气度有望持续。 ...

Group 1 - The photovoltaic sector is experiencing a strong performance, with the China Securities Photovoltaic Industry Index rising by 2.09% as of the report date, and key stocks such as Keda, Tongwei, and others increasing by over 6% [1] - The Photovoltaic 50 ETF (516880) also saw a rise of 2.01% during trading, with a trading volume exceeding 26 million yuan, indicating active market participation [1] - As of November 6, the Photovoltaic 50 ETF (516880) has achieved a year-to-date share growth rate of 95%, closely tracking the China Securities Photovoltaic Industry Index [1] Group 2 - A consortium platform for the restructuring of polysilicon is being planned, with an estimated fund size of around 70 billion yuan, utilizing a leveraged acquisition strategy [2] - The photovoltaic industry chain is expected to undergo a value reconstruction, with Q3 showing a trend of reduced losses in the photovoltaic main chain, indicating potential performance improvements [2] - The industry is currently at the bottom of the cycle, and there are recommendations to actively position for the "anti-involution" market, focusing on supply-side structural reforms and opportunities from new technological changes [2]