金融界消息 截至2025年7月31日收盘，盛弘股份（300693）报收于32.17元，下跌0.71%，换手率7.3%， 成交量19.52万手，成交金额6.34亿元。 通过天眼查大数据分析，深圳市盛弘电气股份有限公司共对外投资了19家企业，参与招投标项目905 次，知识产权方面有商标信息26条，专利信息297条，此外企业还拥有行政许可14个。 资金流向方面，今日主力资金净流入1671.63万元，占比成交额2.64%。其中，超大单净流入3256.76万 元、占成交额5.14%，大单净流出1585.13万元、占成交额2.5%，中单净流出流出514.26万元、占成交额 0.81%，小单净流出1157.36万元、占成交额1.83%。 来源：金融界 盛弘股份最新一期业绩显示，截至2025一季报，公司营业总收入6.04亿元、同比增长0.87%，归属净利 润7289.22万元，同比增长9.87%，扣非净利润6836.87万元，同比增长14.26%，流动比率1.609、速动比 率1.167、资产负债率47.24%。 天眼查商业履历信息显示，深圳市盛弘电气股份有限公司，成立于2007年，位于深圳市，是一家以从事 电气机械和器材制 ...

Investment Rating - The report rates the energy storage industry as "Outperform the Market" [1][4][5] Core Insights - The energy storage industry is experiencing rapid growth, with significant demand in emerging markets expected to drive future opportunities [2][3][4] - The domestic market in China is seeing a surge in energy storage system and battery shipments, with 110 GWh of systems and 265 GWh of batteries shipped in the first half of 2025, marking year-on-year increases of 101% and 128% respectively [1][3][56][57] - The U.S. market is also showing growth due to the "Inflation Reduction Act," which is expected to boost energy storage demand in the short term [1][27][29] - Emerging markets, particularly in the Middle East, Southeast Asia, and Africa, are anticipated to become significant export destinations for Chinese energy storage companies due to power shortages and supportive government policies [2][4][54] Summary by Sections Domestic Market Performance - In the first half of 2025, China achieved energy storage tenders of 126.3 GWh and winning bids of 189.8 GWh, reflecting year-on-year increases of 101% and 182% respectively [1][44] - The domestic energy storage system shipment reached 110 GWh, nearing the total for 2024, with expectations of over 200 GWh for the full year [56] - The domestic energy storage battery shipments were 265 GWh, with projections of over 500 GWh for the year, indicating a growth rate of nearly 50% [57] International Market Trends - The U.S. energy storage market is projected to grow, with a 30% year-on-year increase in installed capacity in the first half of 2025 [1][27] - In Europe, energy storage demand is also rising, with Germany showing a 130% increase in front-of-the-meter storage installations in the first half of 2025 [1][36] - Emerging markets are expected to see explosive growth in energy storage installations, with projections of 37 GWh in 2025, a year-on-year increase of 256% [2][51] Investment Recommendations - The report suggests focusing on leading companies in the energy storage supply chain, including Yangguang Electric, Ningde Times, and Yiwei Lithium Energy, as they are well-positioned to benefit from the growing demand in both domestic and international markets [4][5][113]

Investment Rating - The report maintains an "Outperform" rating for the energy storage industry [5][4][6]. Core Insights - The energy storage industry is experiencing rapid growth, particularly in emerging markets, driven by power shortages and supportive government policies [2][4][54]. - The demand for energy storage systems is expected to remain strong in 2025, with significant increases in both domestic and international markets [1][3][56]. - The "Big and Beautiful" act in the U.S. is anticipated to boost short-term demand for energy storage, although a decline in demand may occur post-2026 [27][29]. Summary by Sections Industry Overview - In the first half of 2025, domestic energy storage system shipments reached 110 GWh, nearly matching the total for 2024, with battery shipments at 265 GWh, a year-on-year increase of 128% [1][56]. - The U.S. saw a 30% year-on-year increase in installed front-of-the-meter storage, reaching 5.65 GW in the first half of 2025 [1][27]. Emerging Markets - Emerging markets are projected to become significant export destinations for domestic energy storage companies, with orders from the Middle East, Australia, and East Asia reaching 35 GWh, 33 GWh, and 24 GWh respectively [2][51]. - The report forecasts a substantial increase in energy storage demand in regions facing power shortages, such as Southeast Asia, South Africa, and India [54][55]. Global Market Outlook - The global energy storage market is expected to see new installed capacity of 221 GWh in 2025, with a projected market value of 1787 billion yuan [3][96]. - Emerging markets are anticipated to achieve a cumulative installed capacity of 40.5 GWh by 2025, reflecting a 293% year-on-year growth [3][96]. Investment Recommendations - The report suggests focusing on leading companies in the energy storage supply chain, including Yangguang Electric, Ningde Times, and Yiwei Lithium Energy, due to their strong market positions and growth potential [4][113].

Summary of Key Points Core Viewpoint - On July 30, a total of 17 A-share listed companies disclosed share reduction plans, with no companies announcing share increases on the same day [1]. Group 1: Companies and Their Share Reduction Plans - Rongda Photoelectric plans to reduce no more than 2% of its shares by controlling shareholders and their concerted actions [2]. - Panda Dairy's shareholders holding over 5% intend to reduce no more than 0.2823% of their shares [2]. - Gaolun Electronics' shareholder, Jinqiu Investment and its concerted parties, plan to reduce no more than 3% of the company's shares [2]. - Jiangnan Yifan's shareholders plan to reduce their holdings [2]. - Shenghong Co., Ltd. plans to reduce no more than 0.9969% of its shares by shareholder Sheng Jianming [2]. - Wanjitech's director Gao Xin plans to reduce no more than 21,000 shares [2]. - Jida Zhengyuan plans to reduce no more than 1.88 million shares by Beijing Zhongruan Alliance Technology Development Co., Ltd. [2]. - Desheng Technology's controlling shareholder and actual controller plan to reduce no more than 3% of the company's shares [2]. - KRAST's DrakaComteq B.V. plans to reduce 5.00% of its H-shares through block trading [2]. - Ruixinwei's shareholder Run Kexin plans to reduce holdings to 5% [2]. - Jiahuan Technology's controlling shareholder and actual controller's concerted party plans to reduce no more than 3% of shares [2]. - Guangwei Composites' controlling shareholder Guangwei Group plans to reduce no more than 1.21% of shares [2]. - Hengwei Technology's Tiancheng Fund plans to reduce no more than 1.8738% of shares [2]. - Beifang Co., Ltd.'s shareholder Tewo Shanghai plans to reduce no more than 3% of shares [2]. - Bohai Ferry's director and general manager, along with the board secretary, plan to reduce their shares [2]. - Hatou Co., Ltd.'s Dazheng Group plans to reduce no more than 1% of shares [2]. - Wansheng Co., Ltd.'s shareholder Gao Yuanxia plans to reduce no more than 0.08% of shares [2].

Core Viewpoint - On July 30, no A-share listed companies disclosed any increase in shareholding, while 17 companies announced share reductions, indicating a trend of shareholder divestment in the market [1]. Summary by Category Share Reduction Details - Rongda Photoelectric plans to reduce its shareholding by up to 2% [2] - Nengmao Dairy intends to reduce its stake by up to 0.2823% [2] - Gai Lun Electronics' shareholder, Jinqiu Investment, plans to reduce its holdings by no more than 3% [2] - Jiangnan Yifan's shareholders are set to reduce their shares [2] - Lei Hong Co., Ltd. plans to reduce its shares by up to 0.9969% [2] - Wanjie Technology's director, Gao Xin, plans to reduce up to 21,000 shares [2] - Jida Zhengyuan plans to reduce up to 1.88 million shares [2] - Desheng Technology's controlling shareholder intends to reduce up to 3% [2] - Changfei Optical Fiber's shareholder, DrakaComteq B.V., will reduce 5% of H-shares through block trading [2] - Ruixin Micro's shareholder, Runkexin, will reduce its stake to 5% [2] - Jiahuai Technology's controlling shareholder plans to reduce up to 3% [2] - Guangwei Composite's controlling shareholder, Guangwei Group, intends to reduce up to 1.21% [2] - Hengwei Technology's Tiancheng Fund plans to reduce up to 1.8738% [2] - Beifang Co., Ltd.'s shareholder, Tewo Shanghai, plans to reduce up to 3% [2] - Bohai Ferry's directors and general manager plan to reduce their shares [2] - Hatou Co., Ltd.'s Dazheng Group intends to reduce up to 1% [2] - Wansheng Co., Ltd.'s shareholder, Gao Yuanxia, plans to reduce up to 0.08% [2]

Group 1 - The core revenue composition of Shenghong Co., Ltd. for the year 2024 is as follows: 78.02% from the new energy sector, 19.86% from smart grid, and 2.12% from other businesses [1] Group 2 - Shenghong Co., Ltd. announced that major shareholder Mr. Sheng Jianming, holding approximately 16.98 million shares (about 5.44% of the total share capital after excluding repurchased shares), plans to reduce his holdings by up to 3.11 million shares (approximately 0.9969% of the total share capital after excluding repurchased shares) within three months after the disclosure of the reduction plan [2]

盛弘股份（300693）(300693.SZ)公告，公司股东盛剑明先生，计划自减持预披露公告之日起15个交易 日后的3个月内以集中竞价或大宗交易方式减持公司股份合计不超过311.08万股(占剔除回购专用账户股 份后公司总股本的0.9969%)。 ...

智通财经APP讯，盛弘股份(300693.SZ)公告，公司股东盛剑明先生，计划自减持预披露公告之日起15个 交易日后的3个月内以集中竞价或大宗交易方式减持公司股份合计不超过311.08万股(占剔除回购专用账 户股份后公司总股本的0.9969%)。 ...

格隆汇7月30日丨盛弘股份(300693.SZ)公布，股东盛剑明先生计划自减持预披露公告之日起15个交易日 后的3个月内以集中竞价或大宗交易方式减持公司股份合计不超过3,110,800股（占剔除回购专用账户股 份后公司总股本的0.9969%）。 ...

盛弘股份（300693）公告，公司5%以上股东盛剑明计划自减持预披露公告之日起15个交易日后的3个月 内，通过集中竞价或大宗交易方式减持公司股份不超过311.08万股，占剔除回购专用账户股份后公司总 股本的0.9969%。盛剑明持有公司股份1697.84万股，占剔除回购专用账户股份后公司总股本的5.44%。 减持原因系股东个人资金需求。减持价格将根据市场价格及交易方式确定。 ...