从资金流向上来看，当日光伏设备板块主力资金净流入17.79亿元，游资资金净流出15.26亿元，散户资 金净流出2.53亿元。光伏设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300724 | 捷佳伟创 | 74.32 | 10.86% | 40.60万 | 29.19 乙 | | 001269 | 欧晶科技 | 29.00 | 10.02% | 8.10万 | 2.27亿 | | 003022 | 联汕新科 | 18.48 | 10.00% | 30.60万 | 5.47亿 | | 688516 | 圆特维 | 39.82 | 8.35% | - 16.41万 | 6.37亿 | | 688717 | 艾罗能源 | 71.00 | 8.22% | 8.34万 | 5.84亿 | | 002459 | 晶澳科技 | 11.64 | 7.28% | 141.09万 | 16.08亿 | | 688408 | 中信博 | 52.36 | 7.25% | 9.88万 | ...

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。 (本文来自第一财经) ...

光伏产业链股15日盘中大幅拉升，截至发稿，捷佳伟创涨超10%，奥特维、英诺激光涨超7%，晶澳科 技、通威股份涨约6%，钧达股份等涨超4%。 （文章来源：证券时报网） 消息面上，据报道，随着"反内卷"趋势的持续发酵，光伏组件市场近期呈现价格回升态势。多家头部经 销商透露，一线组件企业的对外报价已攀升至0.7元/W，部分型号更出现供应短缺，其中710W大版型组 件的缺货现象尤为突出。 中信证券近日指出，"反内卷"在国内已提升至国家战略行动高度，光伏作为当前同质化低价竞争和产能 阶段性过剩问题突出的行业，是本轮"反内卷"的核心阵地。在以市场化为导向的前提下，随着行业回归 规范化有序竞争，以及潜在供给侧改革政策逐步完善和落地，光伏产业链有望迎来价格合理回升和盈利 修复，基本面有望得以夯实和改善。同时，技术创新仍将是光伏走出同质化竞争困境的根本路径，具备 产品差异化、市场高端化、制造品牌化优势的厂商有望迎来业绩率先反转和长期成长。建议重点关注在 光伏"反内卷"不断推进下，具备长期竞争力和量价回升弹性的龙头公司。 ...

Core Viewpoint - The ChiNext Index has shown strong upward momentum, primarily driven by gains in the fintech and new energy sectors, supported by favorable policy news and increased market activity [4]. Group 1: Market Performance - As of August 15, 2025, the ChiNext Index (399006) rose by 2.62%, with significant gains from constituent stocks such as Guiding Compass (300803) up 20.00% and Tonghuashun (300033) up 17.17% [3]. - The ChiNext ETF (159908) increased by 2.66%, closing at 2.35 yuan, and has seen a cumulative rise of 5.28% over the past week [3]. - The trading volume for the ChiNext ETF reached 41.38 million yuan, with a turnover rate of 2.66% [3]. Group 2: Sector Contributions - The strong performance of the ChiNext Index is attributed to the fintech and new energy sectors, with stocks like Guiding Compass and Tonghuashun experiencing significant price surges of 16.23% and 14.39%, respectively [4]. - The new energy photovoltaic sector is also benefiting from supply shortages and price increases, with stocks like Jiejia Weichuang and Feilihua showing notable gains [4]. Group 3: ETF Characteristics - The ChiNext ETF (159908) has a current scale of 1.528 billion yuan and has seen continuous leverage funding, with a latest financing buy amount of 1.9993 million yuan and a financing balance of 7.9275 million yuan [4]. - The ETF has demonstrated a net value increase of 0.04% over the past five years, with a maximum monthly return of 37.39% since inception [5]. - The management fee for the ChiNext ETF is 0.15%, and the tracking error over the past ten years is 0.061%, indicating high tracking precision compared to similar funds [5].

Group 1 - The carbon-neutral ETF Taikang (560560) has risen by 2.44%, tracking the CSI Mainland Low-Carbon Economy Theme Index (000977), which increased by 2.40% [1][2] - Key stocks such as JieJia WeiChuang (300724) rose by 11.44%, MingYang Smart Energy (601615) by 8.10%, and Sunshine Power (300274) by 8.08% [1] - The National Bureau of Statistics reported significant achievements in green development, with July production of new energy vehicles and lithium-ion batteries increasing by 17.1% and 29.4% year-on-year, respectively [1] Group 2 - The new MG4 model from SAIC's MG brand will feature semi-solid-state batteries, expected to be priced and delivered by the end of the year, marking a transition from laboratory to market [2] - Semi-solid-state batteries show outstanding low-temperature and safety performance, potentially addressing winter range issues for electric vehicles and enhancing battery safety under extreme conditions [2] - The CSI Mainland Low-Carbon Economy Theme Index consists of companies involved in clean energy generation, energy conversion and storage, clean production and consumption, and waste treatment, reflecting the overall performance of low-carbon economy theme stocks [2][3] Group 3 - The CSI Mainland Low-Carbon Economy Theme Index selects 50 core enterprises in the low-carbon economy, creating a full industry chain layout from clean energy generation to clean production and consumption [3] - Investing in the Taikang carbon-neutral ETF (560560) allows investors to easily participate in the growth of the carbon-neutral industry chain [3] - The ETF's diversified holdings help mitigate individual stock risks while capturing the benefits of leading companies in the sector [3]

Group 1 - The photovoltaic equipment sector continues to strengthen, with significant stock performance observed [1] - Oujing Technology reached the daily limit increase, indicating strong market interest [1] - Tongwei Co., Ltd. saw a rise of over 5%, reflecting positive investor sentiment [1] Group 2 - Other companies in the sector, including Lianhong Xinke, Jiejia Weichuang, Sungrow Power Supply, Dongfang Risheng, and Gaoce Co., also experienced stock price increases, showcasing a broad rally in the industry [1]

捷佳伟创最新一期业绩显示，截至2025一季报，公司营业总收入40.99亿元、同比增长58.95%，归属净 利润7.08亿元，同比增长22.42%，扣非净利润6.37亿元，同比增长15.49%，流动比率1.441、速动比率 0.884、资产负债率63.91%。 天眼查商业履历信息显示，深圳市捷佳伟创新能源装备股份有限公司，成立于2007年，位于深圳市，是 一家以从事专用设备制造业为主的企业。企业注册资本34771.3586万人民币，实缴资本29835万人民 币。公司法定代表人为左国军。 通过天眼查大数据分析，深圳市捷佳伟创新能源装备股份有限公司共对外投资了16家企业，参与招投标 项目87次，知识产权方面有商标信息11条，专利信息501条，此外企业还拥有行政许可70个。 金融界消息 截至2025年8月13日收盘，捷佳伟创（300724）报收于68.2元，上涨1.55%，换手率9.09%， 成交量26.09万手，成交金额17.73亿元。 资金流向方面，今日主力资金净流入2355.04万元，占比成交额1.33%。其中，超大单净流出1468.79万 元、占成交额0.83%，大单净流入3823.83万元、占成交额2.16 ...

证券时报·数据宝统计显示，捷佳伟创今日收盘价为67.16元，下跌0.07%，日换手率为6.47%，成交额为 12.45亿元，全天主力资金净流出2051.27万元，近5日该股累计下跌1.13%，近5日资金合计净流出1.99亿 元。 两融数据显示，该股最新融资余额为15.84亿元，近5日增加3.16亿元，增幅为24.89%。（数据宝） 8月12日捷佳伟创大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | 业部 | | | 115.00 | 6796.50 | 59.10 | -12.00 | 机构专 | 中国中金财富证券有限公司福州五 | | | | | | 用 | 四路证券营业部 | （文章来源：证券时报网） 捷佳伟创8月12日大宗交易平台出现一笔成交，成交量115.00万股，成交金额6796.50万元，大宗交易成 交价为59.10元，相对今日收盘价折价12.00%。该笔交易的买方营业部为机构专用，卖方营业部为中国 中金财富 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-12 | 300724 | 捷佳伟创 | 59.10 | 115.00 | 6,796.50机构专用 | | 中国中金财富证券 | | | | | | | | | 有限公司福州五四 | | | | | | | | | 路证券营业部 | 8月12日，捷佳伟创大宗交易成交115万股，成交额6796.5万元，占当日总成交额的5.18%，成交价59.1元，较市场收盘价 67.16元折价12%。 ...

金融界2025年8月12日消息，国家知识产权局信息显示，深圳市捷佳伟创新能源装备股份有限公司申请 一项名为"真空翻转机构、自动化设备"的专利，公开号CN120462886A，申请日期为2025年06月。 专利摘要显示，本发明公开了真空翻转机构、自动化设备。其中真空翻转机构，包括升降模组、安装 架、翻转模组、真空吸附模组以及走线模组；走线模组包括：扇形走线架，连接翻转模组与扇形走线架 的中继线槽；位于扇形走线架的下方的走线固定部；真空吸附模组的电线及气管自执行末端开始，依次 经过真空安装部的中空部分及轴孔，沿着中继走线槽、扇形走线架的圆周面的第一端至第二端，再经过 走线固定部后，再连接至源端；扇形走线架的圆周面第二端与走线固定部之间的电线及气管长度大于安 装架的升降高度。 天眼查资料显示，深圳市捷佳伟创新能源装备股份有限公司，成立于2007年，位于深圳市，是一家以从 事专用设备制造业为主的企业。企业注册资本34771.3586万人民币。通过天眼查大数据分析，深圳市捷 佳伟创新能源装备股份有限公司共对外投资了16家企业，参与招投标项目87次，财产线索方面有商标信 息11条，专利信息501条，此外企业还拥有行政许可 ...