格隆汇2月6日丨合康新能(300048.SZ)在投资者互动平台表示，公司目前没有规划布局商业航天、太空 算力等业务。 ...

证券日报网讯2月5日，合康新能（300048）在互动平台回答投资者提问时表示，公司的股价由宏观经 济、行业趋势、市场情绪及公司基本面等多种复杂因素共同决定，受众多外部环境影响。 ...

来源：中新经纬 马斯克团队光伏调研消息引爆A股太空光伏概念，多家上市公司进行回应。 | ( 日 | 太空光伏指数(8841929) | | Q | | --- | --- | --- | --- | | | 4033.38 195.86 5.10% | | | | 芸教 成分 | 资讯 相关基金 | | 月度收益 | | 名称 | | 现价 | 涨跌幅 -- | | 温科能源 | | 8.40 | 20.00% | | 688223.SH | | | | | 中来股份 | | 10.32 | 20.00% | | 300393.SZ | | | | | 拓日新能 | | 7.04 | 10.00% | | 002218.SZ | | | | | 天合光能 | | 22.09 | 8.93% | | 45 6668889 | | | | | 金晶科技 | | 6.94 | 8.44% | | 600586.SH | | | | | ST京机 | | 14.95 | 4.99% | | 000821.SZ | | | | | 西子洁能 | | 18.70 | 4.59% | | 002534.SZ | | | | ...

登录新浪财经APP 搜索【信披】查看更多考评等级 2月4日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在太空光伏、汽车等 方面最新情况： 【太空光伏】 合康新能：公司目前没有规划布局太空光伏业务 公司有无意向与马斯克合作？晶澳科技：有关公司日常经营签署的合同，公司会按照交易所的相关规定 履行信息披露义务 【脑机接口】 卫宁健康：未在脑机接口方面布局 千里科技：子公司千里智驾已正式提交L3级智能驾驶测试牌照申请 【白银】 奥克股份：公司将根据白银市场情况择机出售部分白银资产 【其他】 长光华芯：网传"华为对公司进行45亿战略注资"为不实消息 冠城新材：电解液添加剂不同产品出货价格均有不同程度提高 无线传媒：公司没有春节档电影 (本文来自第一财经) 【汽车】 ...

格隆汇2月4日丨合康新能(300048.SZ)在投资者互动平台表示，公司目前没有规划布局太空光伏业务。 ...

关于为子公司提供担保的进展公告 证券代码：300048 证券简称：合康新能 编号：2026－007 北京合康新能科技股份有限公司 关于为子公司提供担保的进展公告 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）为子公司提供担保的进展 为支持子公司业务发展需要，近日北京合康新能科技股份有限公司（以下简 称"公司"）为招商银行股份有限公司北京分行（以下简称"招商银行北京分行"） 出具《最高额不可撤销担保书》，公司为子公司北京合康新能变频技术有限公司 （以下简称"合康变频"）与招商银行北京分行所签订的授信协议项下的债务提 供连带保证责任，担保的债权最高额度为 3,000 万元及利息等其他所有应付款项 之和。 根据《深圳证券交易所创业板股票上市规则》等相关规定，上述担保事项在 已经审议的年度担保额度范围内，无需再提交公司董事会或股东会审议。 （二）决策程序 特别风险提示： 北京合康新能科技股份有限公司（以下简称"公司"）提供担保总额已超过最 近一期经审计净资产 100%、对资产负债率超过 70%的单位担保金额已超过公司 最近一期经审计净资产 50%，敬请投资者注 ...

转自：北京市市场监管局网站 公示期：2026年1月30日至2026年2月8日 联系邮箱：jyzjz@samr.gov.cn ...

Investment Rating - The report does not provide specific investment ratings for the industry sectors mentioned [2]. Core Insights - The overall industry strategy focuses on the simultaneous rise in energy storage volume and price, with ongoing themes in space and AI [3]. - The new energy vehicle supply chain is entering an upward cycle, benefiting companies like CATL and EVE Energy due to the electrification upgrade and optimization of energy storage patterns [3]. - By the end of December 2025, China's electric vehicle charging infrastructure is expected to reach 20.092 million units, a year-on-year increase of 49.7% [3]. - Global energy storage battery shipments are projected to reach 640 GWh in 2025, a year-on-year increase of 82.9%, with CATL maintaining a leading position [3][25]. - The solid-state battery sector is entering a critical phase of engineering and industrialization, with companies like Xiamen Tungsten and Peking University Technology benefiting [4]. Summary by Sections Energy Storage and New Energy - The energy storage trend continues to improve, with companies like Sungrow Power and Huaneng Power benefiting from a significant increase in domestic procurement, which exceeded 100 GWh for the first time [5]. - The average price of lithium battery storage systems has rebounded by 6.39% to 0.5226 yuan/Wh [5]. - AI expansion and global grid upgrades are driving demand for power equipment, benefiting companies like TBEA and Sanyuan Electric [5]. Lithium Carbonate and Battery Materials - The supply and demand for lithium carbonate are exceeding expectations, with companies like Salt Lake Potash and Hunan Youneng benefiting from favorable market conditions [4]. - The cost of phosphoric iron lithium cathode materials has increased, with processing fees rising by 318.7 yuan/ton compared to November averages [4][27]. AI and Robotics in New Energy - The integration of AI and humanoid robots in the new energy sector is gaining traction, with companies like Zhejiang Rongtai and Keda Li benefiting from advancements in robotics [7]. - Tesla's shift towards becoming a robotics company is expected to create new growth cycles, with significant implications for the automotive industry [7][26]. Market Trends and Projections - The report highlights that the global energy storage battery shipment is expected to reach 1,090 GWh in 2026, a year-on-year increase of 70% [25]. - The market for commercial energy storage products is evolving, with larger capacity batteries becoming mainstream and driving innovation in the sector [29].

Core Viewpoint - A total of 138 companies listed on the ChiNext board have released their performance forecasts for 2025, with 68 companies expecting profit increases, representing 49.28% of the total [1]. Group 1: Performance Forecasts - Among the 138 companies, 68 are expected to increase profits, 16 are expected to make profits, and the total number of companies with positive forecasts is 60.87% [1]. - Companies forecasting profit decreases include 17 with expected losses, 24 with expected losses, and 10 with reduced losses [1]. - The median profit increase for 42 companies is expected to exceed 100%, while 19 companies anticipate profit increases between 50% and 100% [1]. Group 2: Top Performers - The company with the highest expected profit increase is Huisheng Biological, with a median profit increase forecast of 1355.24% [1]. - Other notable companies include Zhongtai Co., with a forecasted profit increase of 677.22%, and Hekang New Energy, with a forecasted increase of 507.03% [1]. - The industries with the most companies expecting profit increases include basic chemicals, power equipment, and machinery, with 7, 5, and 4 companies respectively [1]. Group 3: Market Performance - Stocks expected to double their profits have seen an average increase of 13.21% this year, with Zhongtai Co., Dazhu CNC, and Wankai New Materials leading with increases of 58.73%, 47.18%, and 41.10% respectively [2]. - Recent performance over the last five days shows significant gains for companies like Zhongrong Electric, Dazhu CNC, and Zhongtai Co., with increases of 27.52%, 24.78%, and 22.98% respectively [2]. Group 4: Detailed Company Data - A detailed list of companies with expected profit increases includes: - Huisheng Biological (1355.24% increase, latest price 26.91, YTD change 29.81%) [2] - Zhongtai Co. (677.22% increase, latest price 35.27, YTD change 58.73%) [2] - Hekang New Energy (507.03% increase, latest price 7.17, YTD change 20.50%) [2] - Other companies with significant expected profit increases include Changxin Bochuang, Hualv Biological, and Chenguang Biological, with increases of 378.70%, 341.78%, and 301.38% respectively [2].

Core Viewpoint - The performance forecasts for 2025 from eight listed companies in the energy storage sector show a clear divergence, with four companies expecting losses while four anticipate profits or significant profit growth. Despite overall performance pressure, advancements in energy storage business are highlighted as a common positive aspect among these companies [2][4]. Group 1: Companies Expecting Losses - Trina Solar expects a net loss of 6.5 billion to 7.5 billion yuan, an increase from a loss of 3.443 billion yuan in the same period last year, primarily due to rising costs of key raw materials [5][6]. - Longi Green Energy forecasts a net loss of 6 billion to 6.5 billion yuan, a decrease from a loss of 8.592 billion yuan last year, citing a challenging operating environment in the photovoltaic industry [9]. - JinkoSolar anticipates a net loss of 5.9 billion to 6.9 billion yuan, shifting from a profit of 98.9276 million yuan last year, due to intensified price fluctuations and trade protection policies [10]. - JA Solar predicts a net loss of 4.5 billion to 4.8 billion yuan, slightly widening from a loss of 4.656 billion yuan last year, impacted by increased competition and declining sales prices [12]. Group 2: Companies Expecting Profits - Kstar Science expects a net profit of 600 million to 660 million yuan, a year-on-year increase of 52.21% to 67.43%, driven by a recovery in the European energy storage market [14]. - Penghui Energy forecasts a net profit of 170 million to 230 million yuan, recovering from a loss of 252 million yuan last year, attributed to increased sales orders and revenue growth [16]. - Hekang New Energy anticipates a net profit of 50 million to 75 million yuan, a significant increase of 385.62% to 628.43% compared to last year, focusing on green energy solutions and expanding its household energy storage business [18]. - Tongfei Co. expects a net profit of 240 million to 268 million yuan, a growth of 56.43% to 74.68% year-on-year, with significant contributions from its energy storage temperature control business [19][20].