证券代码：002943 证券简称：宇晶股份 公告编号：2026-012 湖南宇晶机器股份有限公司 关于公司控股股东部分股权质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 湖南宇晶机器股份有限公司（以下简称"公司"）于近日接到控股股东杨宇红 先生的通知，杨宇红先生将其持有的公司部分股权办理了股票质押业务，现将有关 情况公告如下： 一、股东股票质押的基本情况 | 股东 | 是否为控 股股东或 第一大股 | 本次质押 | 占其所 持股份 | 占公司 总股本 | 是否为限 | 是否 为补 | 质押 | 本次质押 | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | | 股数（股） | | | 售股 | 充质 | 起始日 | 到期日 | | 用途 | | | 东及其一 | | 比例 | 比例 | | 押 | | | | | | | 致行动人 | | | | | | | | | | | | | | | | | | 年 2026 1 | 20 ...

【hcdx】p型hjt需要超薄硅片，弘元/宇晶受益 宇晶我们前期重点推荐，涨势较好，继续推荐。 也可以关注弘元绿能。 p型hjt需要超薄硅片，弘元包头单晶硅片智造基地40μm超薄硅片首批次下线，实现整片与半片切割工艺，为全行业 最薄。 #其中高精度切割环节完全采用弘元自主研发的切片设备。 公司构建起以"细线化、高精度、低应力、智能化"为核心的系统级技术优势，为40μm超薄硅片的稳定量产提供可 复制、可持续的装备支撑。 #其中高精度切割环节完全采用弘元自主研发的切片设备。 公司构建起以"细线化、高精度、低应力、智能化"为核心的系统级技术 【hcdx】p型hjt需要超薄硅片，弘元/宇晶受益 宇晶我们前期重点推荐，涨势较好，继续推荐。 也可以关注弘元绿能。 p型hjt需要超薄硅片，弘元包头单晶硅片智造基地40μm超薄硅片首批次下线，实现整片与半片切割工艺，为全行业 最薄。 公司作为国内最早的光伏切割设备供应商，深耕光伏装备领域二十余年，磨面滚圆切片设备一度市占率超 70%，碳化硅切割设备实现首次国产替代，市占率一度超过60%，超薄硅片切割设备将持续引领行业。 #公司已经与欧美太空大客户开始对接，国内卫星公司也在沟通 ...

Market Performance - The general equipment sector increased by 1.02% on January 27, with Sifangda leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Top Gainers - Sifangda (300179) closed at 22.20, up 14.67%, with a trading volume of 941,200 shares and a transaction value of 2.015 billion [1] - Okoyi (688308) closed at 48.28, up 11.24%, with a trading volume of 177,900 shares and a transaction value of 848 million [1] - Jingzhida (688627) closed at 307.85, up 10.39%, with a trading volume of 73,400 shares and a transaction value of 2.166 billion [1] - Yujing Co. (002943) closed at 77.00, up 10.00%, with a trading volume of 220,400 shares and a transaction value of 1.591 billion [1] - Zhengtai Power (002150) closed at 25.88, up 9.99%, with a trading volume of 387,700 shares and a transaction value of 951 million [1] Top Losers - A stock (688622) closed at 98.62, down 10.26%, with a trading volume of 47,800 shares and a transaction value of 465 million [2] - Taijia Co. (002843) closed at 20.19, down 9.01%, with a trading volume of 238,500 shares and a transaction value of 487 million [2] - Jinka Intelligent (300349) closed at 17.12, down 4.52%, with a trading volume of 260,200 shares and a transaction value of 445 million [2] Capital Flow - The general equipment sector experienced a net outflow of 1.147 billion from institutional investors, while retail investors saw a net inflow of 1.898 billion [2] - The capital flow data indicates that retail investors were more active in the market compared to institutional and speculative investors [2][3] Individual Stock Capital Flow - Huanghe Xuanfeng (600172) had a net inflow of 63.7 million from institutional investors, while it faced a net outflow of 31.3 million from speculative investors [3] - Zhen Tai Power (002150) saw a net inflow of 198.6 million from institutional investors, with a net outflow of 74.2 million from speculative investors [3] - Sifangda (300179) had a net inflow of 58.2 million from institutional investors, while speculative investors experienced a net outflow of 63.0 million [3]

Core Viewpoint - Yujing Co., Ltd. (SZ002943) experienced a limit-up on January 27, 2026, reaching a price of 77 yuan, with a 10% increase, resulting in a total market capitalization of 15.82 billion yuan and a circulating market value of 11.21 billion yuan, with a total transaction amount of 1.53 billion yuan as of the report date [1]. Group 1 - The significant increase in Yujing Co., Ltd.'s stock price is attributed to improved Q3 performance, with a net profit growth of 172.80% year-on-year and an operating cash flow improvement of 323.88%, indicating enhanced profitability [2]. - The company secured a 204 million yuan overseas photovoltaic equipment order, accounting for 19.5% of the 2024 revenue, validating its technological strength and providing a new growth point for performance [2]. - Yujing Co., Ltd. is implementing an equity incentive plan covering 10 core employees, with a clear performance target of a 19% compound annual growth in net profit from 2026 to 2028, which is expected to boost team motivation and operational efficiency [2]. Group 2 - The financial structure of Yujing Co., Ltd. has improved, with short-term borrowings reduced by 63.48% and inventory decreased by 29.49%, alleviating debt and inventory pressures [2]. - On January 26, 2026, Yujing Co., Ltd. was included in the "Dragon and Tiger List," with a transaction amount of 2.34 billion yuan, indicating significant market activity despite net selling by retail, institutional, and foreign investors [2]. - The company's products span popular sectors such as photovoltaics, consumer electronics, and semiconductors, which are expected to drive stock price growth due to favorable industry trends [2].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002943 证券简称：宇晶股份 公告编号：2026-011 湖南宇晶机器股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、股票交易异常波动情况 3、近期公司经营情况及内外部经营环境未发生重大变化，目前经营正常； 4、经核查，公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大事项，或处于筹 划阶段的重大事项； 5、经核查，公司控股股东、实际控制人在股票异动期间不存在买卖公司股票的行为； 6、经自查，公司不存在违反公平信息披露规定的其他情形。 三、是否存在应披露而未披露信息的说明 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；董事会也未获悉本公司有根据《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、对本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。 湖南宇晶机器股份有限公司（以下简称"公司"或 ...

证券代码：002943 证券简称：宇晶股份 公告编号：2026-011 湖南宇晶机器股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动情况 湖南宇晶机器股份有限公司（以下简称"公司"或"本公司"）股票（证券 简称：宇晶股份，证券代码：002943）于 2026 年 1 月 22 日、2026 年 1 月 23 日 和 2026 年 1 月 26 日连续三个交易日收盘价格涨幅偏离值累计超过 20.00%，根 据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司董事会对有关事项进行了核查，并发函问 询了公司控股股东、实际控制人，有关情况说明如下： 5、经核查，公司控股股东、实际控制人在股票异动期间不存在买卖公司股 票的行为； 6、经自查，公司不存在违反公平信息披露规定的其他情形。 三、是否存在应披露而未披露信息的说明 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 ...

宇晶股份公告称，公司股票于2026年1月22日、23日和26日连续三个交易日收盘价格涨幅偏离值累计超 过20%，属于异常波动。公司董事会核查并问询控股股东、实控人，前期披露信息无需更正补充，未发 现可能影响股价的未公开重大信息；近期经营正常，不存在应披露未披露重大事项，控股股东、实控人 在异动期间未买卖公司股票，也无违反公平信息披露规定的情形。公司提醒投资者以指定媒体信息为 准，注意投资风险。 ...

Investment Rating - The investment rating for the photovoltaic equipment industry is optimistic (maintained) [1] Core Insights - The photovoltaic sector is entering a silicon era in space applications, driven by the need for cost reduction and efficiency improvement in photovoltaic technology [5][18] - Photovoltaic systems are the most reliable and sustainable power source for spacecraft, providing stable energy supply without the need for fuel resupply [18] - The transition to silicon-based photovoltaic technology in space is being accelerated by the high costs and limitations of III-V multi-junction solar cells, which are currently the most efficient but expensive [64][67] Summary by Sections 1. From Parallel to Convergence: Space Enters the Silicon Era - Photovoltaics are the most important energy supply for spacecraft, providing stable energy without atmospheric interference [18] - Cost reduction and efficiency improvement are the main drivers for the evolution of photovoltaic technology [19] - P-type HJT (Heterojunction Technology) cells show significant advantages in space applications due to their superior radiation resistance [6][69] - Silicon-perovskite tandem cells are expected to become the ultimate solution, breaking the efficiency-cost-radiation resistance triangle [6][68] 2. The Space Race Begins: Photovoltaics Open New Blue Oceans - Low Earth orbit communication satellites are driving the demand for large-scale satellite deployment [7] - The space computing market is expected to release significant potential, with a focus on reliable power supply rather than cost competition [7] 3. Pre-Volume Layout: Equipment Manufacturers Seize Opportunities - Key equipment manufacturers benefiting from the space photovoltaic technology include Maiwei, Jiejia Weichuang, Laplace, and others [8] 4. Competition Among Giants: Leading Manufacturers Tap into Blue Oceans - Major battery manufacturers deeply involved in space photovoltaic technology include Dongfang Risheng, Junda, Trina Solar, and JinkoSolar [8]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2026.01.23 | 10.00 | 1.82 | 4580.89 | | 2026.01.22 | 10.00 | 7.30 | 7133.37 | | 2026.01.21 | -5.52 | 9.64 | -3344.48 | | 2026.01.20 | -6.18 | 10.96 | -4968.86 | | 2026.01.19 | 3.69 | 12.52 | 8648.59 | | 2026.01.16 | 10.00 | 10.15 | 9654.75 | | 2026.01.15 | -1.13 | 7.82 | 796.00 | | 2026.01.14 | -0.69 | 9.27 | -7533.11 | | 2026.01.13 | -2.82 | 14.15 | -7420.80 | | 2026.01.12 | 7.78 | 14.19 | 3962.82 | 宇晶股份盘中涨停，已连收3个涨停板，截至9:25，该股报72.9 ...

Group 1 - The core point of the article is that Yujing Co., Ltd. (SZ002943) reached its daily limit of 10% increase, closing at 72.94 yuan, with a total market value of 14.986 billion yuan and a circulating market value of 10.616 billion yuan, driven by stock incentive plans, improved performance, and overseas orders [1] Group 2 - The company implemented a stock option incentive plan in 2025, covering 10 core employees, with a clear performance target of a 19% compound annual growth rate in net profit from 2026 to 2028, which is expected to enhance team motivation and stability [1] - In the third quarter, the company's net profit increased by 172.80% year-on-year, operating cash flow improved by 323.88%, and short-term borrowings decreased by 63.48%, indicating significant performance improvement [1] - The company signed overseas photovoltaic equipment orders worth 204 million yuan, accounting for 19.5% of the expected revenue for 2024, demonstrating its technical strength and ability to expand internationally [1] - Despite volatility risks in the photovoltaic industry, the overall market remains focused on this sector, and the company's order acquisition in photovoltaic equipment supports its stock price increase [1] - Although specific data on fund flows were not provided, the positive factors surrounding the company may attract capital inflow, contributing to the stock price surge [1]