交易行情显示，截至1月26日收盘，东方日升股价收涨8.48%，收于22.52元/股，总市值256.7亿元。而在 前一个交易日，即1月23日，公司股价涨停收盘。 东方日升表示，报告期内，全球光伏新增装机量延续增长态势，但阶段性供需错配导致光伏产品价格持 续低位运行，公司经营承压。同时公司基于谨慎性原则，对出现减值迹象的长期资产进行减值测试，经 过审慎评估将按照企业会计准则计提资产减值损失，对业绩有一定影响。 同日晚间，东方日升披露公告称，公司股票交易价格连续两个交易日(1月23日、1月26日)收盘价格涨幅 偏离值累计达到30.1%，属于股票交易异常波动情形。近期资本市场对"商业航天"、"太空光伏"等概念 关注度较高，相关板块市场表现较为活跃。截止目前，"商业航天"、"太空光伏"应用场景尚处于探索阶 段，产业化进程仍面临不确定性，公司主营业务以太阳能电池组件的研发、生产、销售为主，业务亦涵 盖了光伏电站EPC、光伏电站运营、储能领域等，公司光伏产品未直接向商业航天卫星公司供货。 北京商报讯(记者王蔓蕾)1月26日晚间，东方日升（300118）发布2025年度业绩预告显示，公司预计全 年实现归属净利润亏损23亿—2 ...

智通财经APP讯，东方日升(300118.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 23亿元至29亿元;扣除非经常性损益后的净亏损26亿元至32亿元。 报告期内，全球光伏新增装机量延续增长态势，但阶段性供需错配导致光伏产品价格持续低位运行，公 司经营承压。同时公司基于谨慎性原则，对出现减值迹象的长期资产进行减值测试，经过审慎评估将按 照企业会计准则计提资产减值损失，对业绩有一定影响。 ...

【东方日升：光伏产品未直接向商业航天卫星公司供货】智通财经1月26日电，东方日升(300118.SZ)公 告称，公司股票交易价格连续两个交易日收盘价格涨幅偏离值累计达到30.10%，属于股票交易异常波 动情形。近期资本市场对"商业航天"、"太空光伏"等概念关注度较高，相关板块市场表现较为活跃。截 止目前，"商业航天"、"太空光伏"应用场景尚处于探索阶段，产业化进程仍面临不确定性，公司主营业 务以太阳能电池组件的研发、生产、销售为主，业务亦涵盖了光伏电站EPC、光伏电站运营、储能领域 等，公司光伏产品未直接向商业航天卫星公司供货，请投资者注意理性判断。 转自：智通财经 ...

每经AI快讯，1月26日，东方日升（300118）(300118.SZ)公告称，预计2025年度归属于上市公司股东的 净利润为亏损23亿元至29亿元；上年同期为亏损34.36亿元。报告期内，全球光伏新增装机量延续增长 态势，但阶段性供需错配导致光伏产品价格持续低位运行，公司经营承压。同时公司基于谨慎性原则， 对出现减值迹象的长期资产进行减值测试，经过审慎评估将按照企业会计准则计提资产减值损失，对业 绩有一定影响。 ...

东方日升发布异动公告称，近期资本市场对"商业航天"、"太空光伏"等概念关注度较高，相关板块市场 表现较为活跃。截至目前，"商业航天"、"太空光伏"应用场景尚处于探索阶段，产业化进程仍面临不确 定性，公司主营业务以太阳能电池组件的研发、生产、销售为主，业务亦涵盖了光伏电站EPC、光伏电 站运营、储能领域等，公司光伏产品未直接向商业航天卫星公司供货，请投资者注意理性判断。 ...

证券代码：300118 证券简称：东方日升 公告编号：2026-003 东方日升新能源股份有限公司 关于股价异动的公告 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、股票交易异常波动情况 东方日升新能源股份有限公司（以下简称"东方日升""公司"）股票交易价 格连续两个交易日（2026年1月23日、2026年1月26日）收盘价格涨幅偏离值累计 达到30.10%（超过30%），根据深圳证券交易所相关规定，属于股票交易异常波 动情形。 二、公司关注及核实情况的说明 5、公司控股股东、实际控制人在公司股票交易异常波动期间未买卖本公司 股票。 6、公司不存在违反公平信息披露的情形。 三、是否存在应披露而未披露信息的说明 公司董事会确认，除在指定媒体已公开披露的信息外，公司目前没有任何根 据《深圳证券交易所创业板股票上市规则》等有关规定应予以披露而未披露的事 项；董事会也未获悉公司有根据《深圳证券交易所创业板股票上市规则》的有关 规定应予以披露而未披露的、对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。 针对公司股价异 ...

Group 1: Industry Overview - The space photovoltaic industry is experiencing significant growth driven by the demand for gallium arsenide batteries and other advanced solar technologies, particularly in high-altitude satellites and deep space exploration [1][2][3] - Musk's 100GW solar power capacity plan is expected to boost the demand for space photovoltaic products, benefiting various companies in the supply chain [1][2][3] Group 2: Key Companies and Their Developments - Qianzhao Optoelectronics (300102) is a leading player in gallium arsenide space batteries with over 60% market share in China, achieving a production efficiency of 35% and an experimental efficiency exceeding 42% [1][12] - Dongfang Risen (300118) has successfully delivered small batches of HJT batteries to SpaceX, with its ultra-thin P-type HJT battery meeting the lightweight requirements for satellites [1][13] - Junda Co., Ltd. (002865) is a global leader in TOPCon batteries, with laboratory conversion efficiency surpassing 33.53%, and is rumored to be a potential supplier for SpaceX's perovskite batteries [1][14] - Yunnan Zhiyuan (002428) is a core supplier of germanium wafers for gallium arsenide space batteries, benefiting from the increasing demand for germanium substrates [1][15] - Sanan Optoelectronics (600703) holds the largest gallium arsenide production capacity globally and is expected to see significant revenue growth from its space photovoltaic applications [1][16] - Maiwei Co., Ltd. (300751) is a leading supplier of HJT production equipment and is well-positioned to benefit from the surge in demand for space photovoltaic manufacturing equipment [1][17] - Saiwu Technology (603212) specializes in photovoltaic packaging materials and is developing radiation-resistant encapsulation films for space applications [1][18][19] - China Satellite (600118) is a key player in satellite platform manufacturing and is expected to benefit from the growth in space photovoltaic systems [1][20] - Aerospace Electronics (600879) provides power systems and communication equipment for satellites, with increasing demand expected due to the growth in space photovoltaic applications [1][21] - Tuojin New Energy (002218) focuses on flexible photovoltaic components suitable for space applications, with expected growth in orders as the market expands [1][22] - Trina Solar (688599) covers multiple technology routes and is positioned to benefit from the expansion of space photovoltaic systems [1][23] - Shanghai Portwan (605598) supplies flexible solar wings and is accelerating the commercialization of perovskite batteries through in-orbit testing services [1][24] - Ruihua Tai (688323) is a leader in CPI film materials, essential for flexible space photovoltaic components, and is expected to see increased demand [1][25] - Jiejia Weichuang (300724) is a leading manufacturer of photovoltaic battery production equipment, poised to benefit from the demand surge in space photovoltaic manufacturing [1][26] - Lens Technology (300433) supplies protective covers for satellite batteries, with expected growth in orders due to the increasing demand for space photovoltaic applications [1][27]

东方日升(300118.SZ)今日涨8.48%，换手率40.49%，成交额89.03亿元。龙虎榜数据显示，深股通买入 4.41亿元，卖出3.33亿元，净买入1.08亿元；游资"徐晓"位列买四席位，净买入1.31亿元；"低位挖掘"位 列买五席位，净买入1.23亿元；"量化基金"位列卖二席位，净买入卖出2.22亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ਖ਼ਿੰਦੇ | 交易营业部名称 | | | 英入全题(万) | 品点成文比例 | 奥出全题(万) | 占总成文比例 | 净县(万)0 | | | 氧酸通专用 | 885次 49.27% | 0 | 44077.34 | 4.95% | 33265.28 | 3.74% | 10812.06 | | 机构专用 | | 1949次 43.36% | ﻫ | 16778.43 | 1.88% | 11106.39 | 1.25% | 5672.04 | | 3 | 机构专用 | 1949次 43.36% | > | 1 ...

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]

Market Overview - The market is experiencing a unique situation where indices are rising, but individual stock sentiment has been lukewarm, indicating a clear cooling of market enthusiasm [1] - Despite maintaining trading volumes above 2 trillion yuan for over 20 consecutive trading days, there are signs of main funds reducing their holdings in broad-based ETFs, suggesting a cautious approach to the current market [1] Precious Metals Sector - The recent surge in the precious metals sector is driven by three core factors: enhanced financial attributes, industrial demand resonance, and supportive funding conditions, alongside geopolitical and policy cycle benefits [1] - Gold and silver have distinct upward trends, with gold's appeal as a "super-sovereign credit asset" becoming more pronounced as global central banks continue to increase their gold reserves [1] - The global central bank gold reserve ratio is projected to rise to 25.94% by January 2026, with China increasing its gold holdings for 14 consecutive months [1] Economic Indicators - Major economies are showing signs of weak recovery, compounded by trade tensions between the US and Europe, which further enhance the safe-haven value of precious metals [3] - The price of gold has surpassed $5,000 per ounce for the first time, with silver futures also experiencing significant gains, reflecting a broader trend of rising commodity prices [3][5] Sector Performance - The rare metals, gold concepts, and insurance sectors are performing strongly, while sectors like sports, aerospace equipment, and military industries are lagging [3] - The solar photovoltaic sector is also seeing substantial gains, with companies like Mingyang Smart Energy and others reaching their daily price limits [3] Index Movements - The Shanghai Composite Index opened high but faced volatility, indicating a mixed performance in individual stocks despite overall index gains [5] - The ChiNext Index showed weakness, with many small and medium-sized stocks struggling, reflecting a challenging environment for growth in this segment [5]