Core Viewpoint - Newray Energy's stock performance shows a decline of 1.44% on January 16, with a trading volume of 728 million yuan, indicating potential investor caution amid high financing levels [1]. Financing Summary - On January 16, Newray Energy had a financing buy-in amount of 73.31 million yuan and a financing repayment of 74.89 million yuan, resulting in a net financing outflow of 1.58 million yuan [1]. - As of January 16, the total financing and securities lending balance for Newray Energy was 567 million yuan, with a financing balance of 564 million yuan, accounting for 3.36% of the circulating market value, which is above the 90th percentile level over the past year [1]. - The company experienced a securities lending repayment of 38,900 shares and a securities lending sell-out of 4,700 shares on January 16, with a sell-out amount of 145,100 yuan, and a remaining securities lending balance of 92,500 shares valued at 2.86 million yuan, also above the 90th percentile level over the past year [1]. Business Performance Summary - As of December 19, Newray Energy had 36,900 shareholders, an increase of 32.97% from the previous period, while the average circulating shares per person decreased by 24.80% to 12,141 shares [2]. - For the period from January to September 2025, Newray Energy reported a revenue of 929 million yuan, representing a year-on-year growth of 36.16%, while the net profit attributable to the parent company was -89.86 million yuan, showing a year-on-year increase of 34.71% [2]. - Since its A-share listing, Newray Energy has distributed a total of 170 million yuan in dividends, with 104 million yuan distributed over the past three years [2]. Shareholder Structure Summary - As of September 30, 2025, Newray Energy's second-largest circulating shareholder is Huaxia Military Industry Safety Mixed A, holding 25.90 million shares, an increase of 447 shares from the previous period [2]. - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 8.85 million shares as a new shareholder [2]. - Huaxia Advantage Growth Mixed, ranked tenth among circulating shareholders, holds 6.00 million shares, a decrease of 1.03 million shares from the previous period, while Changxin National Defense Military Quantitative Mixed has exited the top ten circulating shareholders list [2].

Core Viewpoint - The company, Xinle Energy, has confirmed that its data center business is managed by its subsidiary, Shenzhen Leino, which is competitive in the communication module power supply sector and has products that are on par with international leading manufacturers [1] Group 1 - Shenzhen Leino's technology level in the communication module power supply field is comparable to that of top international power supply manufacturers, with some products being at a leading level [1] - In the data center sector, Shenzhen Leino's secondary power supply products are at the same starting line as international competitors, with some products already leading in technology [1]

证券日报网讯1月16日，新雷能（300593）在互动平台回答投资者提问时表示，公司子公司深圳雷能计 划在马来西亚新建产线，目前正在进行备案流程。 ...

证券日报网讯1月16日，新雷能（300593）在互动平台回答投资者提问时表示，公司2025年总结及2026 年展望请关注公司发布的定期报告。 ...

Core Viewpoint - As of January 15, a total of 543 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more, indicating a significant trend of capital withdrawal from these stocks [1]. Group 1: Stocks with Longest Net Outflow - Qin'an Co., Ltd. has the longest streak of net outflows, with 17 consecutive days [1]. - Haima Automobile follows with 16 consecutive days of net outflows [1]. Group 2: Stocks with Largest Total Net Outflow - Goldwind Technology has the highest total net outflow, amounting to 12.453 billion yuan over seven days [1]. - Shenghong Technology ranks second with a total net outflow of 5.714 billion yuan over the same period [1]. Group 3: Stocks with Highest Net Outflow Ratio - ST Tongmai has the highest net outflow ratio, with a 19.58% decline over the past 13 days [1]. - Other notable stocks with significant net outflow ratios include China Merchants Bank at 15.85% and Changjiang Power at 16.78% [1]. Group 4: Summary of Key Stocks - Key stocks experiencing net outflows include: - Goldwind Technology: 7 days, 12.453 billion yuan, 9.88% outflow ratio, 25.17% cumulative decline [1]. - Shenghong Technology: 7 days, 5.714 billion yuan, 8.02% outflow ratio, -10.04% cumulative decline [1]. - China Merchants Bank: 7 days, 5.516 billion yuan, 15.85% outflow ratio, -6.13% cumulative decline [1]. - Haima Automobile: 16 days, 1.916 billion yuan, 8.07% outflow ratio, -23.29% cumulative decline [1].

证券代码：300593 证券简称：新雷能 公告编号：2026-002 本公司及董事会全体成员保证信息披露内容的真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 公司于2025年1月16日召开第六届董事会第十次会议、第六届监 事会第十次会议，审议通过了《关于使用部分闲置募集资金暂时补充 流动资金的议案》，同意公司在保证募投项目建设资金需求的前提下， 使用不超过18,000万元的闲置募集资金暂时补充流动资金，使用期限 为公司本次董事会审议通过之日起不超过十二个月，到期归还至募集 资金专用账户。具体内容详见公司于2025年1月16日在巨潮资讯网披 露的《关于使用部分闲置募集资金暂时补充流动资金的公告》（公告 编号：2025-004）。 北京新雷能科技股份有限公司 北京新雷能科技股份有限公司 董事会 关于归还暂时补充流动资金的部分闲置募集资金的公告 公司在使用部分闲置募集资金暂时补充流动资金期间，严格遵守 《上市公司募集资金监管规则》《深圳证券交易所上市公司自律监管 指引第 2 号——创业板上市公司规范运作》等相关规定，对资金进行 了合理的安排和使用，仅用于与主营业务相关的生产经营，资金运用 情况良好，没有影 ...

证券代码：300593 证券简称：新雷能 公告编号：2026-001 北京新雷能科技股份有限公司 关于董事、高管减持计划完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、 完整，没有虚假记载、误导性陈述或重大遗漏。 本次减持股份来源为公司首次公开发行前已发行的股份及相应 因公司权益分派时资本公积转增股本增加的股份。 | 股东 | 减持 | 减持期间 | 减持均 | 减持股数 | 本次减持 占总股本 | 本次减持占剔除 公司回购专用账 | | --- | --- | --- | --- | --- | --- | --- | | 名称 | 方式 | | 价(元) | （股） | 的比例 | 户中的股份数量 | | | | | | | | 后总股本比例 | | 刘志 | 集中 | 2026/01/07 | 30.9743 | 323,000 | 0.0595% | 0.0597% | | 宇 | 竞价 | 2026/01/08 | 33.4023 | 70,000 | 0.0129% | 0.0129% | | | 交易 | 2026/01/12 | 35.8610 | 7,000 | 0.0013 ...

证券之星消息，1月12日其他电源设备板块较上一交易日上涨0.46%，爱科赛博领涨。当日上证指数报收 于4165.29，上涨1.09%。深证成指报收于14366.91，上涨1.75%。其他电源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) | | | --- | --- | --- | --- | --- | --- | --- | | 688719 | 爱科赛博 | 54.77 | 9.41% | 9.18万 | | 4.79亿 | | 300376 | ST易事特 | 7.27 | 6.44% | 52.10万 | | 3.71亿 | | 300593 | 新富能 | 36.08 | 5.47% | 49.24万 | | 17.66亿 | | 002366 | 融发核电 | 9.23 | 5.01% | 371.30万 | | 33.62亿 | | 002364 | 中恒电气 | 32.97 | 4.27% | 94.83万 | | 31.80亿 | | 301157 | 华塑科技 | 57.00 | 2.65% | 2.59万 | | 1.46亿 ...

Group 1 - The core viewpoint of the news is the significant increase in China's satellite constellation applications, which has raised the total number of satellites from approximately 51,300 to over 254,000, marking the largest application to date [2][3] - The urgency behind this expansion is driven by the need to secure orbital and frequency resources, as the U.S. currently holds nearly 76% of global spacecraft, while China only accounts for 9.4% [3] - The Chinese government has recognized commercial aerospace as a strategic emerging industry, with its importance highlighted in the government work reports for 2024 and 2025 [3] Group 2 - The satellite communication sector has seen significant stock price increases, with companies like Xinke Mobile and China Satellite hitting the daily limit up, and others like Zhongke Xingtou and Hailanxin rising over 10% [2] - The satellite industry ETF (159218) tracks the CSI Satellite Industry Index, which covers the entire industry chain from manufacturing to application, providing investors with a comprehensive investment tool [7] - The ETF has shown strong performance, with a 120-day increase of 124.81% and a significant surge in subscription volumes, indicating high investor sentiment [8]

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The commercial aerospace sector is experiencing robust growth driven by policy support, indicating a critical turning point in commercialization. Satellite frequency and orbital resources are scarce strategic assets globally, with developed countries like the US leveraging early investments and SpaceX's advantages to secure significant frequency resources. China has recognized commercial aerospace as a vital strategic area, intensifying policy support to accelerate satellite network deployment [3][8] - Solar photovoltaic (PV) technology is the primary long-term energy source for satellites, with current applications focused on communication satellites. The global solar PV market is projected to reach between 80 billion to 120 billion yuan, assuming the price of gallium arsenide batteries is approximately 200,000 yuan per square meter and an annual launch of 4,000 to 6,000 satellites, each with solar wings of 100 square meters. Elon Musk's plan to deploy 100GW of computing power annually by 2030 could transition space PV from "satellite auxiliary power" to "large-scale energy infrastructure," potentially expanding the market from a hundred billion to a trillion yuan scale [4][8][9] Summary by Sections Section 1: Electric New Energy - The solar PV market is set to expand significantly, driven by the unique energy demands of satellites and large-scale space data centers. The technology is evolving from multi-junction gallium arsenide to P-type HJT and perovskite/silicon tandem cells, which are better suited for the harsh conditions of space. P-type HJT batteries offer advantages such as radiation resistance, lightweight, high efficiency, and cost-effectiveness, making them ideal for space applications [9] - The market for HJT technology is expected to grow as it moves away from competitive pressures in the terrestrial PV market, positioning it as a mainstream technology globally [9][10] Section 2: Investment Recommendations - Key companies recommended for investment include Maiwei Co., Jin Feng Technology (H), and Zhongji Anruike. Companies related to equipment such as Jiejia Weichuang and Aotewei are suggested for attention, along with battery and module companies like Dongfang Risheng, Junda Co., Jinko Solar, Trina Solar, and Mingyang Smart Energy. Other companies in the commercial aerospace supply chain include Jin Feng Technology (A), Jiufeng Energy, Xinle Energy, Guoci Materials, Jing Shan Light Machine, Saiwu Technology, Jinjing Technology, and Taisheng Wind Energy [10]