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]

新华财经北京1月9日电 近日，深圳承泰科技股份有限公司（以下简称"承泰科技"）第二次向港交所递 交招股书，拟在香港主板挂牌上市，国泰君安国际担任其独家保荐人。 承泰科技是毫米波雷达的领先供应商。2025年上半年，公司实现营业收入5.39亿元，净亏损为1443.1万 元。成立至今，公司已获得多轮融资，投资方包括松禾资本、新雷能等。 此次赴港IPO，承泰科技拟募资用于新技术研究和新应用领域产品开发等。 主营毫米波雷达 承泰科技成立于2016年，主营毫米波雷达产品的设计、研发、制造和商业化。 根据灼识咨询的资料，于2024年，按出货量计，公司是中国车载前向毫米波雷达市场的最大国内供应 商，而按出货量计，公司是中国车载毫米波雷达市场的第三大供应商，市场份额分别为9.3%及4.5%。 截至最后可行日期，承泰科技已推出七款主要雷达型号，主要可分为前向雷达、后向及侧向雷达。公司 已开发出多代毫米波雷达产品矩阵，以满足从L0到L2+的不同智驾需求，广泛应用于乘用车及商用车的 智能驾驶。 | 收益 | 57,651 | 156,524 | 348,094 | 95,377 | 538,518 | | --- | --- | - ...

Group 1 - The commercial space industry in China is set for a busy launch schedule in 2026, with multiple companies planning high-frequency launches, including Dongfang Space's "Gravity One" and "Gravity Two" rockets, and Deep Blue Aerospace's "Nebula One" rocket [1] - The Long March 8 rocket is scheduled to launch the "StarNet Low Earth Orbit 18A-I" payload on January 13, 2026, from Hainan, while other rockets like Long March 3B and Long March 12 are also set for launches in January 2026 [2] - The average launch cost for expendable rockets is reported to be between 110 million to 180 million yuan, while reusable rockets are expected to reduce costs significantly to between 2 million to 5 million dollars as major companies develop recovery technologies [3] Group 2 - As of January 8, 2026, the Zhongzheng Satellite Industry Index (931594) has risen by 4.47%, with notable increases in stocks such as Aerospace Electric (10.01%) and Aerospace Electronics (10.00%) [3] - The Zhongzheng Satellite Industry Index includes 50 companies involved in satellite manufacturing, launching, communication, navigation, and remote sensing, reflecting the overall performance of the satellite industry [3] - The top ten weighted stocks in the Zhongzheng Satellite Industry Index as of December 31, 2025, include China Satellite, Aerospace Electronics, and China Satcom, accounting for 63.64% of the index [4]

Market Overview - The other power equipment sector increased by 3.0% on January 7, with Yingjie Electric leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] Stock Performance - Yingjie Electric (300820) closed at 54.02, up 9.07% with a trading volume of 112,800 shares and a transaction value of 590 million [1] - Maigemit (002851) closed at 99.58, up 7.92% with a trading volume of 305,300 shares and a transaction value of 2.991 billion [1] - New Power (300593) closed at 32.89, up 5.89% with a trading volume of 641,500 shares and a transaction value of 2.038 billion [1] - Other notable stocks include Zhongheng Electric (002364) up 5.82%, Kehua Data (002335) up 5.17%, and Oulu Tong (300870) up 4.84% [1] Capital Flow - The other power equipment sector saw a net inflow of 1.157 billion in main funds, while retail investors experienced a net outflow of 972 million [2] - The main funds showed significant inflows in stocks like Kehua Data (002335) with 264 million, Maigemit (002851) with 243 million, and Shanghai Electric (601727) with 209 million [3] - Conversely, retail investors showed outflows in stocks such as Kehua Data (002335) with 224 million and Maigemit (002851) with 102 million [3]