金融界消息 截至2025年8月25日收盘，东方日升（300118）报收于10.86元，上涨0.65%，换手率 5.33%，成交量49.40万手，成交金额5.37亿元。 资金流向方面，今日主力资金净流出1742.07万元，占比成交额3.24%。其中，超大单净流入1115.03万 元、占成交额2.08%，大单净流出2857.10万元、占成交额5.32%，中单净流出流入233.83万元、占成交 额0.44%，小单净流入1508.24万元、占成交额2.81%。 通过天眼查大数据分析，东方日升新能源股份有限公司共对外投资了34家企业，参与招投标项目992 次，知识产权方面有商标信息102条，专利信息362条，此外企业还拥有行政许可38个。 来源：金融界 东方日升最新一期业绩显示，截至2025一季报，公司营业总收入29.91亿元、同比减少39.37%，归属净 利润26681.09万元，同比增长4.55%，扣非净利润33411.08万元，同比增长1.04%，流动比率0.662、速动 比率0.500、资产负债率72.44%。 天眼查商业履历信息显示，东方日升新能源股份有限公司，成立于2002年，位于宁波市，是一家以从事 电气 ...

Core Viewpoint - The meeting held by six departments, including the Ministry of Industry and Information Technology, signals a strong push for the photovoltaic industry to transition from "scale expansion" to "high-quality development," targeting issues like "low-price disorderly competition" and "reduced quality control" [1] Group 1: Industry Overview - The government aims to eliminate backward production capacity and encourage advanced technology, indicating a shift towards high-quality, high-efficiency products in the photovoltaic sector [1] - Companies with core technological barriers and excellent brand reputation, such as Dongfang Risheng, Yihua Co., Jinlang Technology, and Ainengju, are expected to see their long-term investment value increase [1] Group 2: Dongfang Risheng - Dongfang Risheng is a leader in heterojunction (HJT) technology, breaking the homogenization deadlock through differentiated innovation [1] - The company has made significant investments in next-generation HJT battery module technology, achieving high conversion efficiency and low degradation rates [1] - The focus on technological innovation aligns with government policies aimed at promoting quality and efficiency in the industry [1] Group 3: Yihua Co. - Yihua Co. specializes in precision connectors for photovoltaic brackets, which are technically demanding and critical for the safety and efficiency of solar power plants over their 25-year lifecycle [1] - The company’s strong emphasis on technology and quality positions it well to benefit from the government's crackdown on low-price, low-quality competition [1] - Market competition is expected to shift from price wars to reliability, durability, and total lifecycle cost, areas where Yihua excels [1] Group 4: Jinlang Technology - Jinlang Technology is a heavyweight brand in the distributed photovoltaic inverter market, with a strong reputation and reliable channel services [1] - The company’s products are characterized by high conversion efficiency and stability, supported by a well-established global service network [1] - As the government cleans up "false marketing" and standardizes market order, Jinlang Technology is poised to benefit from the concentration of market resources towards trustworthy enterprises [1] Group 5: Ainengju - Ainengju focuses on distributed photovoltaic power station development and operation, aligning with government support for flexible and localized energy solutions [1] - The company operates under a light asset model, providing comprehensive green energy solutions for commercial enterprises [1] - Ainengju's strategy allows it to avoid the most competitive segments of the manufacturing chain, focusing instead on operational efficiency and long-term profitability [1] Group 6: Future Outlook - The joint deployment by six departments heralds a new era of high-quality development in the photovoltaic industry, leading to a significant industry reshuffle [1] - Companies lacking technology and relying on low-price competition will face severe constraints, while those like Yihua, Dongfang Risheng, Jinlang Technology, and Ainengju are well-positioned for growth [1]

Core Viewpoint - The joint meeting of six departments signals a strong push from the government to transition the photovoltaic industry from "scale expansion" to "high-quality development," aiming to eliminate low-price and low-quality competition [1] Industry Overview - The meeting is interpreted as a milestone for the industry to combat "involution," creating a fair and healthy competitive environment for high-quality companies with strong technical capabilities and management [1] - Companies that focus on niche markets and possess core technological barriers and excellent brand reputation will see their long-term investment value increasingly highlighted [1] Company Highlights - **Oriental Risen**: A leader in HJT technology, the company aligns with the policy's call for "strengthening technological innovation" and "maintaining quality safety standards." Its "Voxi" series products represent the highest quality and technology level in photovoltaic modules, avoiding price competition through advanced technology [2][3] - **Yihua Co.**: Specializes in precision connectors for photovoltaic brackets, with a strong focus on technology and quality. The company benefits from the shift in market competition from price wars to reliability and durability, enhancing its market share and technical premium [3][4] - **Jinlang Technology**: A major brand in distributed photovoltaic inverters, the company emphasizes brand reputation and reliable channel services. As the market cleans up "false marketing," Jinlang's strong brand and service capabilities position it to capture market resources [4][5] - **Ainengju**: A smart service provider for distributed energy, focusing on the development and operation of distributed photovoltaic power stations. The company's business model allows it to avoid intense competition in manufacturing while meeting the increasing demands for operational efficiency and safety [5][6] Market Implications - The joint deployment by six departments heralds a significant industry reshuffle, with companies lacking technology and relying on low-price competition facing severe survival challenges. In contrast, quality leaders like Oriental Risen, Yihua Co., Jinlang Technology, and Ainengju are poised to seize unprecedented growth opportunities [6]

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。 东方日升新能源股份有限公司（以下简称"本公司"）于近日接到控股股东 林海峰先生的通知，获悉林海峰先生将其所持有的本公司部分股份解除质押，具 体事项如下： | | 是否为控股 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | | 本次解除质 | 占其所持 | 占公司总 | 起始日期 | 解除日期 | 质权人 | | 名称 | 大股东及一 | | 押股份数量 | 股份比例 | 股本比例 | | | | | | 致行动人 | | | | | | | | | 林海峰 | 是 | | 7,500,000 | 2.65% | 0.66% | 年 2024 10 月 日 14 | 年 2025 8 月 日 15 | 浙江银通典 当有限责任 | | | | | | | | | | 公司 | | 合计 | | - | 7,500,000 | 2.65% | 0.66% | - | - | - | 一、股东股份 ...

欧晶科技涨停，通威股份涨超5%，联泓新科、捷佳伟创、阳光电源、东方日升、高测股份跟涨。 (本文来自第一财经) ...

Group 1 - The photovoltaic equipment sector continues to strengthen, with significant stock performance observed [1] - Oujing Technology reached the daily limit increase, indicating strong market interest [1] - Tongwei Co., Ltd. saw a rise of over 5%, reflecting positive investor sentiment [1] Group 2 - Other companies in the sector, including Lianhong Xinke, Jiejia Weichuang, Sungrow Power Supply, Dongfang Risheng, and Gaoce Co., also experienced stock price increases, showcasing a broad rally in the industry [1]

Core Viewpoint - The photovoltaic industry is seeking new growth opportunities, with energy storage becoming a crucial option for companies to enhance their business models and market competitiveness [1][30]. Group 1: Market Dynamics - The global demand for energy storage is rapidly increasing, prompting photovoltaic companies to explore various strategies to enter this market [10][30]. - Companies like Trina Storage, Canadian Solar, and others are emerging as significant players in the energy storage sector, as highlighted by Wood Mackenzie's 2025 global battery storage system integrators ranking [1][2]. Group 2: Strategies for Entering Energy Storage Acquisition Strategy - The acquisition of established energy storage companies allows photovoltaic firms to quickly enter the market, leveraging existing technologies, customer bases, and experienced teams [5][10]. - For instance, Risen Energy's acquisition of Tianjin Shuangyili in 2018 enabled it to integrate energy storage solutions into its existing photovoltaic offerings, significantly boosting its market presence [6][10]. - Chinese energy companies are also actively acquiring storage system integrators to enhance their capabilities, with cumulative project deliveries exceeding 500MW by 2024 [6][7]. Self-Build Strategy - Some companies opt for a self-build approach, developing their energy storage capabilities in-house to maintain control over technology and supply chains [11][20]. - Trina Solar and JinkoSolar are examples of companies that have invested in building their own energy storage production facilities, aiming for long-term competitiveness through technological mastery [13][17]. - Huawei has also adopted a self-research model, viewing energy storage as a natural extension of its photovoltaic business [18][20]. Joint Venture Strategy - Joint ventures provide a balanced approach, allowing photovoltaic companies to share resources and risks while entering the energy storage market [21][28]. - Companies like GoodWe and JinkoSolar have formed partnerships to establish production facilities, enabling them to quickly address market demands without heavy capital investment [23][25]. - The joint venture model allows for rapid market entry while mitigating the financial burdens associated with full ownership [28]. Group 3: Challenges and Considerations - Each strategy presents unique challenges, such as the complexity of integrating acquired teams and technologies in the acquisition model [9][10]. - The self-build approach requires significant capital and patience, as companies must navigate the complexities of technology development and project delivery [19][20]. - Joint ventures may face stability issues if partners cannot maintain alignment on goals and product development [28]. Group 4: Conclusion - The photovoltaic sector's entry into energy storage is multifaceted, with companies increasingly blending strategies to adapt to market demands [30]. - The competition is not merely a race but a long-term strategic battle where companies must continuously adjust their approaches to succeed in the evolving energy landscape [30].

Company Overview - Dongfang Risen's stock price is reported at 10.24 yuan, down 1.44% from the previous trading day, with an intraday fluctuation range of 10.14 yuan to 10.39 yuan and a trading volume of 265 million yuan [1] - The company operates in the photovoltaic equipment industry, primarily engaged in solar cell modules and photovoltaic power plants, covering TOPCon cells, perovskite cells, and energy storage sectors [1] Shareholder Activity - The controlling shareholder, Lin Haifeng, pledged 7.5 million shares, accounting for 2.65% of his holdings. As of the announcement date, he has cumulatively pledged 124 million shares, representing 10.89% of the company's total share capital [1] Financial Performance - For the first quarter of 2025, the company reported revenue of 2.991 billion yuan, with a net loss attributable to shareholders of 267 million yuan [1] Capital Flow - Dongfang Risen experienced a net outflow of main funds amounting to 34.17 million yuan, with a cumulative net outflow of 61.49 million yuan over the past five days [1]

证券代码：300118 证券简称：东方日升 公告编号：2025-061 东方日升新能源股份有限公司 关于股东部分股份质押的公告 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。 东方日升新能源股份有限公司（以下简称"本公司"）于近日接到控股股东 林海峰先生的通知，获悉林海峰先生将其所持有的本公司部分股份进行质押，具 体事项如下： 一、股东股份质押基本情况 | | 是否为 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 控股股 | | | | | | | | | | | | | 东或第 | | 占其所 | 占 | 公 | 是否 | 是否 | | | | | | 股东 | | 本次质押 | | 司 | 总 | | 为补 | 质押起 | 质押到 | | 质押 | | | 一大股 | | 持股份 | | | 为限 | | | | 质权人 | | | 名称 | | 数量 | | 股 | 本 | | 充质 | 始日 | 期日 ...

Group 1 - The latest stock price of Dongfang Risen is 10.39 yuan, an increase of 1.17% compared to the previous trading day, with a highest intraday price of 10.44 yuan and a lowest of 10.21 yuan, and a trading volume of 259 million yuan [1] - Dongfang Risen operates in the photovoltaic equipment industry, focusing on the research, production, and sales of solar cells, modules, and photovoltaic power stations, and is a significant player in China's photovoltaic sector [1] - The company participated in a silicon photovoltaic industry forum in Baotou, where representatives from Dongfang Risen and nine other photovoltaic companies discussed industry development and received support policy commitments from local leaders to promote high-quality growth in the silicon photovoltaic industry [1] Group 2 - Fund flow data indicates that Dongfang Risen experienced a net outflow of 12.45 million yuan from main funds on the day, with a cumulative net outflow of 22.57 million yuan over the past five days [1]