光伏设备板块持续走强，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。 ...

中信证券认为，短期来看，2025年第2季度受供需持续改善影响，电池价格企稳，上游原材料成本下 降、稼动率提升带来额外盈利弹性，电池板块业绩有望超预期；中长期来看，供需改善趋势依然较为明 确，同时商用车电动化、AI数据中心、海外市场仍有望为头部企业带来超额增长。 截至2025年8月15日 09:40，创业板新能源指数(399266)强势上涨1.22%，成分股德福科技(301511)上涨 5.95%，新强联(300850)上涨3.46%，新宙邦(300037)上涨3.22%，海力风电(301155)，运达股份(300772) 等个股跟涨。创业板新能源ETF鹏华(159261)上涨0.90%，最新价报1.12元。 8月13日，中国化学与物理电源行业协会正式发布《关于维护公平竞争秩序 促进储能行业健康发展的倡 议》（征求意见稿），标志着储能行业全面启动"反内卷"行动。短短两天时间，已有152家企业响应， 涵盖锂离子电池、液流电池、钠离子电池、压缩空气储能等全技术路线，以及PCS、BMS、系统集成 商、温控消防等全产业链环节。 创业板新能源ETF鹏华紧密跟踪创业板新能源指数，创新能源指数反映深交所创业板市场新能源产业上 ...

截至2025年8月14日收盘，阳光电源股价报87.95元，较前一交易日下跌1.21%。当日成交额达44.85亿 元，换手率为3.21%。 阳光电源主营业务为光伏逆变器、储能系统等新能源电源设备的研发、生产和销售。公司产品广泛应用 于光伏发电、储能电站等领域。 消息面上，在安徽省工业和信息化厅8月14日举办的安徽省重点产业链标志性产品发布会上，阳光电源 的"PowerTitan系列液冷储能系统"被列为6款重点展示的标志性产品之一。该产品具有全球首创的技术特 点。 资金流向方面，8月14日阳光电源主力资金净流出6.09亿元，占流通市值的0.44%。近五日主力资金累计 净流出1033.01万元。 风险提示：股市有风险，投资需谨慎。 ...

证券之星消息，8月14日光伏设备板块较上一交易日下跌2.14%，*ST金刚领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688717 | 艾罗能源 | 65.61 | 2.16% | 5.00万 | | 3.25 乙 | | 688516 | 圆特维 | 36.75 | 1.21% | 7.76万 | | 2.85亿 | | 605117 | 德业股份 | 56.05 | 0.79% | 32.89万 | | 18.45 Z | | 300345 | रूहिक्किस्ट | 7.55 | 0.67% | 20.73万 | | 1.57亿 | | 603381 | 永钰股份 | 21.51 | 0.42% | 3.07万 | | 6603.00万 | | 300763 | 锦浪科技 | 64.20 | 0.22% | 18.88万 | | 1 ...

Group 1 - The main focus of the article is on the significant outflow of capital from specific stocks as of August 14, with a detailed list of the top 20 stocks experiencing the largest capital outflows [1][2] - The stock with the highest capital outflow is Changcheng Military Industry, with an outflow of 1.55 billion [1] - Other notable stocks with substantial outflows include Inner Mongolia First Machinery Group (-1.395 billion), China Great Wall (-1.286 billion), and Aerospace Science and Technology (-839 million) [1] Group 2 - The total capital outflows from the top 20 stocks indicate a trend of investors pulling back from these companies, which may reflect broader market sentiments [1] - The outflows from these stocks range from approximately 4.89 billion to 15.51 billion, highlighting a significant shift in investor confidence [1] - The data suggests that sectors represented by these companies may be facing challenges that could impact future performance [1]

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 8月14日，科创创业ETF（588360）开盘涨0.42%，报0.711元。科创创业ETF（588360）重仓股方面，宁 德时代开盘涨1.20%，中芯国际涨0.03%，迈瑞医疗涨0.66%，海光信息涨0.56%，中际旭创跌2.22%，新 易盛跌1.38%，寒武纪涨0.58%，汇川技术涨0.32%，阳光电源跌0.95%，澜起科技涨0.00%。 科创创业ETF（588360）业绩比较基准为中证科创创业50指数收益率，管理人为国泰基金管理有限公 司，基金经理为黄岳，成立（2021-06-29）以来回报为-29.03%，近一个月回报为15.58%。 ...

Core Viewpoint - The China Chemical and Physical Power Industry Association released a draft initiative on August 13 to promote healthy development in the energy storage industry, focusing on fair competition and various operational standards [1][2][3]. Group 1: Initiative Details - The initiative includes guidelines on cost pricing behavior, encouraging members to participate in market competition based on technology, service, reputation, and performance capabilities [3][4]. - It emphasizes the importance of integrity and transparency in bidding activities, discouraging irrational low pricing and non-compliance with contracts [3][4]. - The initiative also promotes technological innovation and green development, urging participation in the establishment of industry standards [4]. Group 2: Industry Participation - Notable companies signing and participating in the initiative include BYD, EVE Energy, Huawei Digital Energy, and others, indicating a collective effort towards industry improvement [2][4]. Group 3: Investment Recommendations - The report suggests focusing on energy storage companies that may benefit from improved profitability due to the anti-involution policy, as the industry faces increasing competition and pressure on profits [2][5]. - Companies with cost and technological advantages, such as Sungrow Power Supply, Sungrow Shares, and CATL, are highlighted as having potential for profit elasticity [5].

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the electric equipment and new energy industry [2][5]. Core Viewpoints - The report highlights the "anti-involution" initiative proposed by the China Chemical and Physical Power Industry Association, which aims to promote healthy development in the energy storage industry through cost pricing norms, product and service fulfillment, technological innovation, and industry coordination mechanisms [3][4]. - The report suggests that under the influence of the anti-involution policy, there are opportunities for profit improvement among energy storage companies, especially as market concentration is expected to increase with accelerated industry clearing and technological iteration [6]. Summary by Relevant Sections Industry Overview - The energy storage industry has faced increasing competition and pressure on profitability due to rapid expansion in energy storage batteries, inverters, and systems [3][6]. - The anti-involution policy is expected to enhance the profitability of leading companies with cost and technological advantages as the market becomes more concentrated [6]. Investment Recommendations - The report recommends focusing on companies such as Sungrow Power Supply, Shenghong Technology, Goodwe, CATL, EVE Energy, Zhongxin Innovation, and Penghui Energy for potential profit improvement opportunities [3][6]. Profit Forecasts for Related Companies - The report provides profit forecasts for several companies, including: - Sungrow Power Supply: Expected net profit of 110.4 billion RMB in 2024, with a PE ratio of 17x [8]. - CATL: Expected net profit of 507.4 billion RMB in 2024, with a PE ratio of 25x [8]. - EVE Energy: Expected net profit of 40.8 billion RMB in 2024, with a PE ratio of 23x [8].

数据统计显示，中证沪港深500工业指数近一个月上涨3.27%，近三个月上涨5.53%，年至今上涨 2.32%。 据了解，中证沪港深行业指数系列将中证沪港深 500、中证沪港深互联互通中小综合以及中证沪港深互 联互通综合指数样本按行业分类标准分别分为 11 个行业，再以各行业全部证券作为样本编制指数，以 反映中证沪港深指数系列中不同行业公司证券的整体表现。该指数以2004年12月31日为基日，以1000.0 点为基点。 金融界8月13日消息，上证指数高开高走，中证沪港深500工业指数 (沪港深500工业，H30460)报1568.91 点。 从指数持仓来看，中证沪港深500工业指数十大权重分别为：宁德时代（9.95%）、京沪高铁 （3.5%）、阳光电源（2.8%）、三一重工（2.71%）、汇川技术（2.7%）、中国建筑（2.55%）、顺丰 控股（2.47%）、中远海控（2.16%）、隆基绿能（2.1%）、中国中车（2.01%）。 从中证沪港深500工业指数持仓的市场板块来看，上海证券交易所占比54.36%、深圳证券交易所占比 36.51%、香港证券交易所占比9.14%。 从中证沪港深500工业指数持仓样本的行业 ...

8月13日，A股三大指数震荡走强，沪指轻松突破924行情高点！"反内卷"主题持续发酵，截至14:09，同类规模领先，费率最低档的电池50ETF （159796）涨1.75%；同样费率最低档的光伏龙头ETF（516290）涨1.3%！ 电池50ETF（159796）标的指数成分股多数冲高，固德威涨超7%，银轮股份、科华数据等涨超6%，均胜电子涨超5%，宁德时代、国轩高科等 涨超3%，阳光电源、亿纬锂能等涨幅居前。 【电池50ETF（159796）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重▽ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 | 电力设备 | 0.45% | 48.13 Z | 12.70% | | 2 | 300750 | 宁德时代 | 电力设备 | 3.70% | 89.00 Z | 8.43% | | 3 | 002050 | 三花智控 | 家用电器 | 2.56% | 19.04亿 | 6.03% | | 4 | 300014 | 亿纬锂能 | ...