| 000820 | *ST节能 | 3.70 | 2.42 | 2.75 | 2.80 | 1.71 | | --- | --- | --- | --- | --- | --- | --- | | 301191 | 菲菱科 | 2.33 | 9.17 | 90.19 | 91.69 | 1.66 | | | 思 | | | | | | | 000681 | 视觉中 国 | 5.38 | 11.45 | 21.38 | 21.73 | 1.62 | | 002230 | 科大讯 飞 | 1.59 | 2.03 | 48.41 | 49.18 | 1.58 | | 300115 | 长盈精 密 | 9.87 | 13.64 | 22.57 | 22.93 | 1.58 | | 688766 | 普冉股 份 | 3.1 1 | 5.06 | 68.97 | 70.04 | 1.55 | | 688152 | 麒麟信 安 | 3.92 | 7.78 | 46.19 | 46.88 | 1.50 | | 301210 | 金杨股 份 | 2.69 | 13.61 | 42.18 | 42.80 | 1.46 | | ...

（原标题：祥鑫科技7月29日龙虎榜数据） 祥鑫科技今日涨停，全天换手率27.78%，成交额21.62亿元，振幅10.04%。龙虎榜数据显示，机构净卖出1550.90万元，深股通净买入5464.25万 元，营业部席位合计净买入5232.75万元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.54%上榜，机构专用席位净卖出1550.90万元，深股通净买入5464.25万元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买二、卖二，合计买入金额4737.82万元，卖出金额6288.72万元，合计净卖出 1550.90万元，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1.20亿元，卖出金额为6518.36万元，合计净买入5464.25万元。 资金流向方面，今日该股主力资金净流入4.65亿元，其中，特大单净流入4.08亿元，大单资金净流入5673.74万元。近5日主力资金净流入3.88亿 元。（数据宝） 祥鑫科技7月29日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 ...

-今日A股共有15只个股振幅超过20%； -三元基因、基康技术、上纬新材等个股振幅居前； 【主力资金】 -主力资金今日净流入医药生物、银行、交通运输、通信、煤炭等板块，净流出计算机、电子、机械设 备、电力设备、有色金属等板块； -新易盛、云南锗业、紫光国微、祥鑫科技、天孚通信主力资金净流入规模居前，分别净流入12.77亿 元、5.65亿元、5.26亿元、4.56亿元、4.42亿元； -孩子王、兴森科技、东方财富、光迅科技、硕贝德主力资金净流出规模居前，分别净流出9.42亿元、 7.79亿元、6.18亿元、5.51亿元、5.16亿元。 【换手率高】 -今日A股共有22只个股换手率超过30%，5股换手率超40%； -北方长龙、贝因美、南方路机等个股换手率居前； ...

人形机器人产业的迅速爆发，与国家政策的大力支持密切相关。工信部发布的《人形机器人创新发展指 导意见》要求，到2025年初步建立人形机器人创新体系，推动关键技术突破，包括"大脑""小脑"和"肢 体"等核心部件。 2025年，政策支持力度再度加码。工业和信息化部党组书记、部长李乐成强调，要大力发展人形机器人 等新一代智能终端产品，注重共性技术研发和基础数据建设，在应用中持续迭代优化，加快推进人形机 器人领域数据采集、清洗、标注和产品测试等标准研制。 近年来，随着AI技术的迅猛发展并与机器人融合，人形机器人产业正成为科技领域的"新风口"。据最新 统计数据，上半年国内人形机器人领域融资事件达77起，超过去年全年总和。 祥鑫科技(002965.SZ)作为人形机器人领域的重要参与者，近一个月左右的时间就参与了两次人形机器 人领域的融资，分别是对女娲机器人和天肌科技的战略投资。其中，女娲机器人依托技术平台化、极致 成本控制力和多场景落地能力，NUWA Robotics已成长为全球机器人领域的创新力量，吸引了软银、亚 马逊、富士康、祥鑫科技等公司与其合作;刚成立不久的天肌科技也在灵巧手等领域掌握核心技术，具 备较大成长潜力。 ...

Financial Assistance Overview - The company approved a financial assistance plan to provide a non-circulating loan of up to RMB 73.5 million to its joint venture, Dongguan Bentler Xiangxin Automotive Systems Co., Ltd. [1] - The loan is intended for operational funding, with Bentler Investment (China) Co., Ltd. providing a loan of up to RMB 76.5 million based on its 51% ownership [1] - The financial assistance was approved in the company's second extraordinary general meeting held on June 24, 2024 [1] Loan Details - The company has already disbursed the first loan installment of RMB 27.44 million, while Bentler China provided RMB 28.56 million [1] - A second loan installment of RMB 30.38 million was also provided by the company, with Bentler China contributing RMB 31.62 million [2] Joint Venture Information - Dongguan Bentler Xiangxin was established on June 7, 2022, with a registered capital of RMB 88 million [2] - The company holds a 49% stake in the joint venture, allowing it to exert significant influence [3] Financial Metrics of the Joint Venture - Key financial indicators of the joint venture include total assets, total liabilities, net assets, operating income, total profit, and net profit, all measured in ten thousand yuan [3] Other Shareholder Information - Bentler Investment (China) Co., Ltd. holds a 51% stake in the joint venture and was established on August 23, 2011, with a registered capital of USD 11.929 million [4] Financial Assistance Repayment Status - As of the announcement date, the company has received the first repayment of the loan principal from Bentler Xiangxin [5] - The total financial assistance provided by the company and its subsidiaries amounts to RMB 30.38 million, representing 0.72% of the company's audited net assets for 2024 [5]

证券代码：002965 证券简称：祥鑫科技 公告编号：2025-041 祥鑫科技股份有限公司 关于收回财务资助部分款项的公告 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。 一、财务资助事项概述 祥鑫科技股份有限公司（以下简称"公司"或"祥鑫科技"）于 2024 年 06 月 07 日 召开第四届董事会第二十七次会议和第四届监事会第二十七次会议，审议通过了《关于 向合营企业提供财务资助暨关联交易的议案》，同意公司按照持股比例 49%向合营企业东 莞市本特勒祥鑫汽车系统有限公司（以下简称"本特勒祥鑫"）提供非循环借款累计不 超过人民币 7,350 万元，用作本特勒祥鑫的营运资金。同时，本特勒投资（中国）有限 公司（以下简称"本特勒中国"）按照持股比例 51%向本特勒祥鑫提供非循环借款累计不 超过人民币 7,650 万元。具体内容详见公司于 2024 年 06 月 08 日在巨潮资讯网 （www.cninfo.com.cn）披露的《关于向合营企业提供财务资助暨关联交易的公告》（公 告编号：2024-059）。该事项已经公司 2024 年 06 月 24 日召开的 ...

Core Viewpoint - The photovoltaic industry is experiencing a significant surge due to the "anti-involution" trend, which aims to eliminate low-price competition and promote high-quality development [1][5][6]. Group 1: Market Performance - On July 8, the A-share photovoltaic sector saw a broad rally, with stocks like Topray Solar and Tongwei Co. hitting the daily limit, while Daqo New Energy and Aiko Solar rose over 10% [1][2]. - The CSI Photovoltaic Industry Index increased by over 5% in a single day, and the photovoltaic ETF funds also saw gains of around 5% [2]. - In the Hong Kong market, the photovoltaic solar energy index rose by 6.17%, with companies like Shunfeng Clean Energy and Sunshine Energy experiencing significant increases of 30.43% and 15.48%, respectively [3][4]. Group 2: Policy and Industry Response - The surge in the photovoltaic sector is largely attributed to recent government initiatives aimed at curbing "involution" in competition, as highlighted by various government meetings and articles advocating for high-quality development [5][6]. - The Ministry of Industry and Information Technology has emphasized the need to eliminate low-price competition and improve product quality within the photovoltaic industry [5]. Group 3: Demand and Supply Dynamics - Domestic demand for photovoltaic installations surged in May 2025, with a record addition of 92.92 GW, marking a 388.03% year-on-year increase [6][8]. - However, the industry is expected to see a significant decline in installation numbers following the rush to secure policy benefits, indicating a potential return to more sustainable levels [6]. - Exports of photovoltaic components have been lackluster, with a 4% year-on-year decline in the first five months of 2025 compared to the previous year [8][10]. Group 4: Material Supply and Pricing - The price of silicon materials, which significantly impacts the photovoltaic industry, is under pressure due to high inventory levels and low demand, with current production capacity nearing its limits [15][17]. - The average price of domestic polysilicon has decreased to 35 yuan per kilogram, reflecting ongoing challenges in the supply chain [19]. - The industry faces difficulties in achieving "anti-involution" primarily at the silicon material level, while other segments like silicon wafers and modules may see easier adjustments through capacity restrictions [20].

Industry Overview - Battery trays are crucial components of the power system in electric vehicles, accounting for 20%-30% of the battery system's weight and requiring high precision, corrosion resistance, high-temperature resistance, and impact resistance [1][4] - The battery tray industry in China is experiencing significant growth, with market size projected to increase from 2.63 billion yuan in 2020 to 33.93 billion yuan by 2024, maintaining a double-digit growth rate [7][8] Market Demand - The demand for battery trays is primarily driven by the electric vehicle market, with the market size for electric vehicle battery trays expected to reach 28.5 billion yuan in 2024, representing 84% of the total market [8] - The energy storage system market is also growing rapidly, with a projected market size of 5.429 billion yuan in 2024, accounting for 16% of the total market [8] Competitive Landscape - The battery tray industry features a concentrated market share among key players, including traditional component manufacturers, battery manufacturers, and material extension companies [12] - Major participants include Huayu Automotive, Huada Technology, Lingyun Industrial, and Ningde Times, among others, with a focus on aluminum alloy and high-strength steel products [14][15] Production Capacity Dynamics - Leading companies are accelerating production capacity to capture market share, with Jiangsu Tianjun Precision Technology Co., Ltd. planning to invest in 14 high-standard production lines for battery trays, aiming for an annual output of approximately 400,000 units [15] - YouSheng Aluminum's battery tray series is experiencing significant revenue growth, with a 59.85% increase in 2024, contributing to 29.77% of the company's total revenue [23][25] Trends in the Battery Tray Industry - The industry is witnessing a shift towards lightweight, integrated, and modular products, with aluminum alloys remaining the dominant material due to their excellent strength-to-weight ratio and processability [29][30] - Innovations in battery pack structure technologies (CTP/CTC/CTB) are driving the need for battery trays to integrate more functions, requiring higher rigidity, strength, and thermal management compatibility [30]

Core Viewpoint - Penghua Fund's Penghua Carbon Neutrality Theme Mixed A Fund has entered the top ten shareholders of Xiangxin Technology, marking a new investment in the first quarter of this year. The fund has achieved a year-to-date return of 40.07%, ranking 77th among 4,527 similar funds [1][2]. Fund Performance - The Penghua Carbon Neutrality Theme Mixed A Fund has a year-to-date return of 40.07%, with a recent performance of -6.30% over the past week and -7.52% over the past month. In comparison, the average return of similar funds is 7.76% year-to-date [2]. - The fund's performance over the last three months shows a return of 4.41%, while over the last six months, it has increased by 46.91% [2]. Fund Manager Profile - Yan Siqian, the fund manager of Penghua Carbon Neutrality Theme Mixed A, has a master's degree and has previously worked as an analyst at Huachuang Securities and a business manager at Bank of China International Securities. She joined Penghua Fund Management in January 2022 and has held various managerial positions since then [3][4]. Fund Management Company - Penghua Fund Management Co., Ltd. was established in December 1998, with Guo Xin Securities Co., Ltd. holding a 50% stake, Eurizon Capital SGR S.P.A. holding 49%, and Shenzhen Beirongxin Investment Development Co., Ltd. holding 1% [4].

Summary of Key Points Core Viewpoint - Xiangxin Technology experienced a significant decline of 8.32% in its stock price, with a trading volume of 7.02 billion yuan and a turnover rate of 10.32% on the day of the report [2]. Trading Activity - The stock was listed on the Shenzhen Stock Exchange for a deviation in daily decline of -8.26%, with institutional investors net selling 49.14 million yuan and the Shenzhen Stock Connect net selling 27.92 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 240 million yuan, with a net sell of 65.92 million yuan [2]. - The main funds saw a net outflow of 32.36 million yuan, with large orders contributing to a net outflow of 6.49 million yuan and big orders contributing to a net outflow of 25.87 million yuan [2]. Institutional Participation - Two institutional special seats were involved in the trading, with a combined net sell of 49.14 million yuan [2]. - The Shenzhen Stock Connect was the second-largest buying department and the largest selling department, with a buying amount of 26.59 million yuan and a selling amount of 54.51 million yuan, resulting in a net sell of 27.92 million yuan [2]. Detailed Trading Data - The top buying and selling departments included Huatai Securities and Guojin Securities, with significant buy and sell amounts recorded [2].