证券日报网讯1月27日，雪人集团（002639）在互动平台回答投资者提问时表示，公司的螺杆膨胀发电 机目前暂无应用于熔盐光热发电站的相关订单。 ...

（文章来源：证券日报） 证券日报网讯 1月27日，雪人集团在互动平台回答投资者提问时表示，公司生产的大型氦气压缩机，为 液氦到超流氦温区国家重大低温装备的国产化奠定了基础，该产品可应用于航空航天领域。该类业务收 入占公司营业总收入比例较小，敬请广大投资者注意二级市场交易风险，理性投资决策，避免因概念炒 作造成投资损失。 ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

| 代码 | 基金名称 | | --- | --- | | 026568.OF | 天弘悦享臻选三个月持有混合 | | 026569.OF | 天弘悦享臻选三个月持有混合 | 二、融资融券情况 昨日沪深两市的融资融券余额为27159.27亿元，其中融资余额26985.57亿元，融券余额173.7亿元。两市融资融券余额较前一交易日增加39.52亿元。分市场来 看，沪市两融余额为13767.95亿元，相较前一交易日增加21.87亿元；深市两融余额13391.33亿元，相较前一交易日增加17.66亿元。 两市共有3477只个股有融资资金买入，其中中际旭创、新易盛、澜起科技排名前三，买入金额分别38.23亿元、25.62亿元、22.56亿元。融资买入额前10个股 详情见下表： | 代码 | 股票名称 | 融资买入额(亿元 | | --- | --- | --- | | 300308.SZ | 中际旭创 | 38.23 | | 300502.SZ | 新易盛 | 25.62 | | 688008.SH | 澜起科技 | 22.56 | | 600879.SH | 航天电子 | 20.66 | | 688041.SH | ...

雪人集团今日涨停，全天换手率22.33%，成交额31.83亿元，振幅8.52%。龙虎榜数据显示，机构净买入 1340.80万元，深股通净买入731.08万元，营业部席位合计净买入2.95亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.31%上榜，机构专用席位净买入1340.80万元，深股 通净买入731.08万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交11.20亿元，其中，买入成交额为7.18亿 元，卖出成交额为4.02亿元，合计净买入3.16亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买五、卖二、卖四、卖五，合计买入 金额1.55亿元，卖出金额1.42亿元，合计净买入1340.80万元，深股通为第一大买入营业部及第一大卖出 营业部，买入金额为2.13亿元，卖出金额为2.06亿元，合计净买入731.08万元。 近半年该股累计上榜龙虎榜31次，上榜次日股价平均涨1.40%，上榜后5日平均涨0.38%。 资金流向方面，今日该股主力资金净流入6.86亿元，其中，特大单净流入6.51亿元，大单资金净流入 3423.91万元。近5日主力资金净流出4.00亿元。 融资融券 ...

高位股方面，实控人变更的锋龙股份17连板、嘉美包装25天17板、江化微4连板，商业航天概念股银河电子14天8板、巨力索具11天6板、九鼎新材（维权）7 天4板。 | 市场 | न्दिस्ते | 名称 | 录日涨幅 | 当日价格 | 换手率 | 全额 | 净买人 。 | | --- | --- | --- | --- | --- | --- | --- | --- | | A | 603256 | 宏和科技 图 | +9.99% | 47.43 | 5.27% | 21.29亿 | 4.10亿 | | 点 | 600759 | 洲际油气 8日 | +10.10% | 4.25 | 10.67% | 18.45 Z | 3.28 Z | | 深 | 002938 | 鵬鼎控股 | +10.00% | 59.95 | 2.39% | 31.72亿 | 3.25亿 | | 深 | 002639 | 雪人集团 | +9.99% | 22.79 | 22.33% | 31.83亿 | 3.16 Z | | 乐 | 601212 | 白银有色 | +10.04% | 9.43 | 8.33% | 55.551Z | 2 ...

截至1月22日收盘，天然气概念上涨2.76%，位居概念板块涨幅第9，板块内，141股上涨，特瑞斯30%涨 停，洲际油气、蓝焰控股、雪人集团等涨停，中泰股份、石化油服、潜能恒信等涨幅居前，分别上涨 15.07%、8.79%、8.64%。跌幅居前的有洪田股份、乐山电力、积成电子等，分别下跌3.62%、3.49%、 3.42%。 | 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） | （%） | | 002639 | 雪人集 团 | 9.99 | 22.33 | 68563.73 | 21.54 | | 600028 | 中国石 化 | 4.19 | 0.47 | 31213.97 | 11.30 | | 000407 | 胜利股 份 | 9.92 | 14.65 | 21251.31 | 31.94 | | 600871 | 石化油 服 | 8.79 | 3.95 | 20190.45 | 14.64 | | 600759 | 洲际油 气 | 10 ...

证券之星消息，1月22日通用设备板块较上一交易日上涨0.4%，锐新科技领涨。当日上证指数报收于 4122.58，上涨0.14%。深证成指报收于14327.05，上涨0.5%。通用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) | | | --- | --- | --- | --- | --- | --- | --- | | 300828 | 锐新科技 | 21.62 | 19.98% | 28.28万 | | 5.76亿 | | 920943 | 优机股份 | 28.50 | 11.76% | 8.14万 | | 2.31亿 | | 001379 | 腾达科技 | 25.60 | 10.01% | 20.30万 | | 5.14亿 | | 002342 | 巨力索具 | 12.31 | 10.01% | 104.47万 | | 12.69 Z | | 002931 | 锋龙股份 | 90.48 | 10.01% | 5.49万 | | 4.97亿 | | 002943 | 宇晶股份 | 60.28 | 10.00% | 10.01万 | | 5.83亿 ...

格隆汇1月22日｜雪人集团今日涨9.99%，龙虎榜数据显示，上榜营业部席位全天成交112004.79万元， 占当日总成交金额比例为35.19%。其中，买入金额为71808.24万元，卖出金额为40196.55万元，合计净 买入31611.69万元。具体来看，深股通专用、中泰证券股份有限公司湖北分公司分别买入21307.84万 元、15089.93万元；深股通专用、中国国际金融股份有限公司上海分公司分别卖出20576.76万元、 5138.14万元。此外，机构买入15502.55万元，卖出14161.76万元，合计净买入1340.79万元。 ...

雪人集团今日涨9.99%，龙虎榜数据显示，上榜营业部席位全天成交112004.79万元，占当日 总成交金 额比例为35.19%。其中，买入金额为71808.24万元，卖出金额为40196.55万元，合计净买入31611.69万 元。具体来看，深股通专用、 中泰证券股份有限公司湖北分公司分别买入21307.84万元、15089.93万 元；深股通专用、中国国际金融股份有限公司上海分公司分别卖出20576.76万元、5138.14万元。此外， 机构买入15502.55万元，卖出14161.76万元，合计净买入1340.79万元。 ...