8月27日，亚玛顿跌5.12%，截至发稿，报21.13元/股，成交2.04亿元，换手率4.66%，总市值42.06亿 元。亚玛顿股价已经连续3天下跌，区间累计跌幅4.38%。 资料显示，常州亚玛顿股份有限公司位于江苏省常州市天宁区青龙东路616号，成立日期2006年9月11 日，上市日期2011年10月13日，公司主营业务涉及光伏玻璃镀膜材料技术和工艺技术的研发,光伏玻璃 的镀膜生产以及光伏镀膜玻璃销售。主营业务收入构成为：太阳能玻璃90.58%，电子玻璃及其他玻 5.37%，电力销售1.66%，太阳能组件1.42%，其他0.98%。 从基金十大重仓股角度 数据显示，财通基金旗下1只基金重仓亚玛顿。财通先进制造智选混合发起A（019612）二季度持有股 数3.13万股，占基金净值比例为2.36%，位居第十大重仓股。根据测算，今日浮亏损失约3.57万元。连 续3天下跌期间浮亏损失3.19万元。 截至发稿，朱海东累计任职时间6年45天，现任基金资产总规模14.78亿元，任职期间最佳基金回报 61.83%， 任职期间最差基金回报-27.08%。 顾弘原累计任职时间4年95天，现任基金资产总规模4.84亿元，任职期间 ...

8月27日，亚玛顿跌5.12%，截至发稿，报21.13元/股，成交2.04亿元，换手率4.66%，总市值42.06亿 元。亚玛顿股价已经连续3天下跌，区间累计跌幅4.38%。 资料显示，常州亚玛顿股份有限公司位于江苏省常州市天宁区青龙东路616号，成立日期2006年9月11 日，上市日期2011年10月13日，公司主营业务涉及光伏玻璃镀膜材料技术和工艺技术的研发,光伏玻璃 的镀膜生产以及光伏镀膜玻璃销售。主营业务收入构成为：太阳能玻璃90.58%，电子玻璃及其他玻 5.37%，电力销售1.66%，太阳能组件1.42%，其他0.98%。 从亚玛顿十大流通股东角度 数据显示，金元顺安基金旗下1只基金位居亚玛顿十大流通股东。金元顺安元启灵活配置混合 （004685）一季度新进十大流通股东，持有股数65.94万股，占流通股的比例为0.33%。根据测算，今日 浮亏损失约75.17万元。连续3天下跌期间浮亏损失67.26万元。 金元顺安元启灵活配置混合（004685）成立日期2017年11月14日，最新规模13.5亿。今年以来收益 32.37%，同类排名1735/8194；近一年收益62.08%，同类排名1498/796 ...

通过天眼查大数据分析，常州亚玛顿股份有限公司共对外投资了11家企业，参与招投标项目71次，知识 产权方面有商标信息63条，专利信息510条，此外企业还拥有行政许可37个。 金融界消息 截至2025年8月25日收盘，亚玛顿（002623）报收于22.8元，下跌0.18%，换手率6.37%，成 交量12.66万手，成交金额2.88亿元。 来源：金融界 资金流向方面，今日主力资金净流出1815.52万元，占比成交额6.31%。其中，超大单净流出267.40万 元、占成交额0.93%，大单净流出1548.12万元、占成交额5.38%，中单净流出流入568.37万元、占成交 额1.98%，小单净流入1247.14万元、占成交额4.34%。 亚玛顿最新一期业绩显示，截至2025一季报，公司营业总收入5.60亿元、同比减少36.80%，归属净利润 504.94万元，同比减少58.25%，扣非净利润294.69万元，同比减少162.28%，流动比率1.778、速动比率 1.713、资产负债率46.21%。 天眼查商业履历信息显示，常州亚玛顿股份有限公司，成立于2006年，位于常州市，是一家以从事电气 机械和器材制造业为主的企 ...

Core Viewpoint - Changzhou Yamaton Co., Ltd. has obtained a patent for a "modular splicing photovoltaic tile component structure," indicating innovation in the photovoltaic tile technology sector [1] Company Summary - Changzhou Yamaton Co., Ltd. was established in 2006 and is located in Changzhou, primarily engaged in the manufacturing of electrical machinery and equipment [1] - The company has a registered capital of 199.0625 million RMB [1] - Yamaton has invested in 11 enterprises and participated in 71 bidding projects [1] - The company holds 63 trademark registrations and 510 patent records, along with 38 administrative licenses [1] Industry Summary - The newly patented modular splicing photovoltaic tile component structure includes a front frameless glass layer, encapsulation film layers, a battery string layer, and a back frameless glass layer, showcasing advancements in photovoltaic technology [1] - The design features installation holes and waterproof strips, enhancing the structural integrity and functionality of photovoltaic tiles [1]

Market Overview - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.12%, continuing to reach a 10-year high [1] - The Shenzhen Component Index increased by 0.33%, while the ChiNext Index rose by 0.28% [1] Sector Performance - The cross-border payment concept saw significant gains, with Tianrongxin hitting the daily limit, and Zhongyou Capital and Sifang Jingchuang both rising over 9% [1] - Brokerage stocks experienced a broad rally, with Zhongyin Securities increasing by over 5%, and Hatou Securities and Dongxing Securities both rising over 3% [1] - The photovoltaic equipment sector faced adjustments, with Huamin Co. dropping over 4% and Yamaton falling over 3% [1] - The rare earth permanent magnet concept initially declined, with Jintian Co. falling over 8% and Dongfang Zirconium dropping over 5% [1]

证券之星消息，8月20日光伏设备板块较上一交易日上涨0.98%，联泓新科领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。光伏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) | | | --- | --- | --- | --- | --- | --- | --- | | 003022 | 联汕新科 | 21.22 | 10.01% | 45.71万 | | 9.37 亿 | | 300345 | 委展股份 | 8.79 | 6.93% | 123.08万 | | 11.36亿 | | 002623 | 亚玛顿 | 23.00 | 5.17% | 34.93万 | | 8.15 亿 | | 300751 | 迈为股份 | 80.41 | 3.82% | 8.17万 | | 6.46亿 | | 300724 | 捷佳伟创 | 77.09 | 3.50% | 26.71万 | | 20.47亿 | | 834770 | 艾能案 | 20.58 | 3.26% | 16.50万 | | 3.57亿 | ...

Group 1 - The Science and Technology Innovation 50 Index rose over 3%, reaching a new high for the year, driven by a collective surge in chip stocks [1] - Companies such as Jimin Health, Hanzhong Precision Machinery, and Kesen Technology have seen consecutive trading gains, with Jimin Health achieving a five-day streak [1] - The AI server market is dominated by Inspur Information, which holds over 50% market share in China and has reported a 64.39% year-on-year increase in net profit for the first quarter [1] Group 2 - The domestic leading companies are making significant advancements, with Nvidia reportedly developing an AI chip specifically for the Chinese market [3] - Companies like Fullchai Power and Yuanlin Co. have also seen consecutive trading gains, indicating strong market performance [3] - The company Guangxin Technology is a leader in optical modules and has partnered with Cisco to launch a 1.6T silicon optical module [3] Group 3 - The domestic automotive sector is witnessing significant developments, with China FAW planning to acquire approximately 10% of Leap Motor [6] - Companies like Mould Technology and Shentong Express are also making strides, with Mould Technology providing components for new energy vehicles [6] - The automotive thermal management sector is led by companies like Hanzhong Precision Machinery, which specializes in compressors and refrigeration products [8] Group 4 - The pharmaceutical industry is seeing a surge in domestic innovative drugs going global, with Tianmu Pharmaceutical being the first listed company in traditional Chinese medicine [7] - Companies like Huahai Pharmaceutical are advancing in the development of innovative drugs, with over 20 projects currently in research [7] - The automotive passive safety system sector is represented by companies like Songyuan Safety, which reported a 30.85% year-on-year increase in net profit [7]

（更新中） 10:16军工装备板块短线拉升 中天火箭涨停 中天火箭涨停，中无人机、中航成飞、航发科技等纷纷走高。 | 名称 | 涨幅量 | | --- | --- | | 中天火箭 晨曦航空 | +9.99% | | | +7.30% | | 恒宇信通 | 45.68% | | 海特高新 | +5.59% | | 中航成飞 | +3.85% | | 通易航天 | +3.59% | | 钢研高纳 | +3.46% | | 中无人机 | +2.86% | | 航发科技 | +2.86% | | 航天宏图 | +2.74% | 09:59 港股东方甄选一度涨超14%，现涨超11%。 09:49白酒股持续反弹 酒鬼酒涨停 酒鬼酒涨停，舍得酒业涨7%，水井坊、老白干酒、迎驾贡酒、泸州老窖等跟涨。 | 名称 | 涨幅� | | --- | --- | | 酒鬼酒 | +10.00% | | 害得湿亦 | +7.00% | | 古井贡酒 | +5.87% | | *ST岩石 | +4.99% | | 金种子酒 | +4.69% | | 水井坊 | +4.36% | | 泸州老窖 | +3.64% | | 老白干酒 | +3 ...

Group 1: Liquor Industry Performance - The liquor stocks are experiencing a rebound, with JiuGuiJiu reaching a limit up of 10% [2] - Other notable performers include SheDe JiuYe up 7%, and ShuiJingFang, LaoBaiGan Jiu, YingJiaGong Jiu, and LuZhou LaoJiao also showing gains [2] - The overall trend indicates a positive sentiment in the liquor sector, as multiple stocks are following the upward movement [2][3] Group 2: Solar Equipment Sector Activity - The solar equipment sector is showing strong performance, with YaMaTon and HuaMin shares hitting the limit up of 10% and 9.49% respectively [4] - Other companies in this sector, such as AiNengJu and YiJing GuangDian, are also experiencing significant gains [4] - This indicates a robust interest and investment in the solar equipment market despite broader market fluctuations [4] Group 3: Market Overview - The A-share market opened lower, with the Shanghai Composite Index down 0.28%, Shenzhen Component Index down 0.61%, and ChiNext Index down 1.14% [5][6] - The overall market sentiment is bearish, with nearly 4,500 stocks declining across the Shanghai, Shenzhen, and Beijing markets [6] - The technology sector, particularly AI hardware, is facing notable declines, while the solar sector is performing well [5][6] Group 4: Currency and Monetary Policy - The People's Bank of China conducted a reverse repurchase operation of 616 billion yuan with a rate of 1.40%, resulting in a net injection of 497.5 billion yuan for the day [9] - The Chinese yuan depreciated against the US dollar by 25 basis points, with the central parity rate reported at 7.1384 [10]

8月20日，光伏概念股走强，亚玛顿、华民股份涨停，艾能聚、双良节能等跟涨。 消息面上，工信部等六部门19日联合召开光伏产业座谈会，部署进一步规范光伏产业竞争秩序工作。 在多晶硅环节，有接近与会企业负责人告诉第一财经记者："上周几家硅料企业'一把手'已就减产、控开工、控销量等议题达成一致。包括控库存的具体方 式，也已基本达成一致，就看后续如何实施。" 另一业内知情人士也对第一财经记者表示，多晶硅环节的产量和销量已达成一致，后续9月至12月的四个月，都有比较清晰的规划。"但具体能有多强的执行 力，现在还不得而知。" "工信微报"官微表示，会议要求，光伏产业各方要深刻认识规范竞争秩序对光伏产业高质量发展的重要意义，共同推动产业健康可持续发展。 另据"工信微报"官微表述，8月19日的会议主要讨论了四大方向。一是加强产业调控。强化光伏产业项目投资管理，以市场化法治化方式推动落后产能有序 退出。二是遏制低价无序竞争。健全价格监测和产品定价机制，打击低于成本价销售、虚假营销等违法违规行为。三是规范产品质量。打击降低质量管控、 虚标产品功率、侵犯知识产权等行为。四是支持行业自律。发挥行业协会作用，倡导公平竞争、有序发展，强化 ...