| 证券代码：300763 | 证券简称：锦浪科技 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：123259 | 债券简称：锦浪转 02 | | 锦浪科技股份有限公司 关于 2023 年限制性股票激励计划部分限制性股票回 购注销完成暨不调整"锦浪转 02"转股价格的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1、锦浪科技股份有限公司（以下简称"公司"）本次回购注销涉及的激励 对象人数为 9 人，回购注销的限制性股票数量为 5.56 万股，占回购前公司总股 本的 0.0140%。回购价格为 55.64 元/股加上中国人民银行同期存款利息之和，回 购资金总额为 3,097,403.72 元（含利息，税前），资金来源为公司自有资金。 2、公司于 2026 年 1 月 29 日在中国证券登记结算有限责任公司深圳分公司 完成了回购、注销手续。本次注销完成后，公司总股本由 398,113,845 股减少至 398,058,245 股。 3、因本次回购注销股份占公司总股本比例较小，经计算，"锦浪转 02" ...

Investment Rating - The investment rating for the industry is "Recommended" based on the positive outlook for the sector and expected performance exceeding the benchmark index [3]. Core Insights - The UK government has launched a £15 billion "Warm Home Plan" aimed at helping millions of households install solar panels, energy storage, heat pumps, and insulation materials, significantly stimulating the home storage and heat pump sectors [1][6]. - The plan is expected to upgrade up to 5 million homes and help 1 million households escape energy poverty by 2030, leveraging £15 billion in subsidies to attract a total investment of £38 billion [6]. - The distribution of the subsidy includes £4.4 billion for low-income home upgrades, £2.7 billion for heat pump subsidies, £1.1 billion for heating network construction, and £5.3 billion for a loan fund [7]. - The home storage market is projected to exceed £100 billion by 2030 due to the estimated scale of home upgrades [6]. - The heat pump sector has a specific subsidy of £2.7 billion, with targets to install 450,000 and 1.5 million units annually by 2030 and 2035, respectively, indicating significant growth potential [6]. Company Summaries - **Airo Energy**: A leading distributed solar storage company with a strong focus on overseas markets, expected to perform well this year due to increased R&D and product diversification [8]. - **GoodWe**: A traditional home storage company with strong channel capabilities and advanced technology, well-established in the European market [8]. - **Sungrow Power Supply**: A top global solar storage company with a robust overseas presence, generating significant revenue from storage products [8]. - **Deye Technology**: Strong competitive edge in home storage, with a well-established global sales network and advanced manufacturing capabilities [8]. - **Rujing Technology**: A core supplier of heat pump controllers, with products widely used in major brands [10]. Financial Metrics of Key Companies - Airo Energy: Market Cap £14.6 billion, 2024 EPS £1.3, 2025 EPS £0.7, PE 140, PB 3, Investment Rating: Strongly Recommended [2]. - Sungrow Power Supply: Market Cap £338 billion, 2024 EPS £5.3, 2025 EPS £6.6, PE 25, PB 8, Investment Rating: Strongly Recommended [2]. - Deye Technology: Market Cap £80.5 billion, 2024 EPS £4.6, 2025 EPS £4.0, PE 22, PB 10, Investment Rating: Increase Holding [2].

Group 1 - The core point of the article is that Jinlang Technology (300763) reported a total of 72,963 shareholders as of January 20, 2026 [1]

Group 1 - The core viewpoint of the news is that Jinlang Technology has shown a positive stock performance with a year-to-date increase of 11.02% and a market capitalization of 31.562 billion yuan as of January 22 [1] - As of January 9, the number of shareholders for Jinlang Technology increased to 70,400, with an average of 4,563 circulating shares per person, indicating a slight decrease of 1.20% [2] - For the period from January to September 2025, Jinlang Technology achieved a revenue of 5.663 billion yuan, representing a year-on-year growth of 9.71%, and a net profit attributable to shareholders of 865 million yuan, reflecting a growth of 29.39% [2] Group 2 - Jinlang Technology has distributed a total of 660 million yuan in dividends since its A-share listing, with 318 million yuan distributed over the past three years [3] - As of September 30, 2025, the top ten circulating shareholders of Jinlang Technology include significant institutional investors, with Hong Kong Central Clearing Limited holding 4.7163 million shares, a decrease of 267,500 shares from the previous period [3] - New entrants among the top ten circulating shareholders include the Guangfa High-end Manufacturing Stock A and the photovoltaic ETF, indicating a shift in shareholder composition [3]

Group 1 - The core viewpoint of the article highlights a significant rebound in the A-share energy storage sector on January 19, with several companies experiencing notable stock price increases [1] - Haibo Sichuang saw its stock price rise by over 10%, indicating strong market interest and investor confidence in the company [1] - Other companies in the sector, including Huazi Technology, Airo Energy, Atas, Jinlang Technology, and Sunshine Power, also experienced stock price increases, reflecting a broader positive trend in the energy storage market [1]

Group 1 - The core viewpoint of the news is that Jinlang Technology has shown a positive stock performance with a 12.38% increase since the beginning of the year and a significant rise in revenue and net profit for the first nine months of 2025 [2][3] - As of January 19, Jinlang Technology's stock price reached 80.25 yuan per share, with a market capitalization of 31.949 billion yuan and a trading volume of 334 million yuan [1] - The company specializes in the research, production, and sales of string inverters, with its main revenue sources being grid-connected inverters (47.97%), household photovoltaic systems (21.28%), and energy storage inverters (20.91%) [2] Group 2 - Jinlang Technology has distributed a total of 660 million yuan in dividends since its A-share listing, with 318 million yuan distributed in the last three years [3] - As of September 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited and E Fund's ChiNext ETF, both of which have reduced their holdings [3] - The company operates within the power equipment industry, specifically in photovoltaic equipment and inverters, and is associated with concepts such as inverters, solar energy, photovoltaic glass, semiconductors, and energy storage [2]

Group 1 - The core viewpoint of the article is that Jinlang Technology has confirmed its production is currently orderly [2] Group 2 - The company responded to investor inquiries on its interactive platform [2]

Core Insights - The energy storage Battery Management System (BMS) is a critical component for safety in energy storage systems, transitioning the industry from "passive protection" to "active safety" [1][3] - The market for new energy storage systems in China is expected to grow significantly, with the BMS market projected to reach 3.448 billion yuan in 2024 and 2.475 billion yuan in 2025, despite a decline in overall value due to price reductions [1][3] Industry Definition and Classification - Energy storage BMS is the core control component of energy storage systems, responsible for real-time data collection, state diagnosis, and safety protection [2] - BMS can be classified based on enterprise type, application field, and technology architecture [2] Current Industry Status - The global energy storage BMS market is expected to reach 6.252 billion yuan in 2024, with the Asia-Pacific region accounting for 62.01% of the market share [3] - In China, the BMS market is projected to grow from 275 million yuan in 2020 to 3.448 billion yuan in 2024, with a potential decline to 2.475 billion yuan in 2025 due to pricing pressures [3] Industry Value Chain - The energy storage BMS industry value chain includes upstream suppliers of key materials and components, midstream hardware production and software development, and downstream system integrators [4] SWOT Analysis - The energy storage BMS industry is supported by national policies aimed at promoting new energy storage, positioning it as a core component of the new power system [5] Competitive Landscape - The domestic energy storage BMS market features three main types of participants: self-developed BMS by battery companies, system integrators with self-development capabilities, and third-party specialized manufacturers [6][7] - Leading self-developed BMS companies include CATL, BYD, and Guoxuan High-Tech, which leverage their technology to enhance product competitiveness [6] - Comprehensive manufacturers like Sungrow and Haibo Innovation develop BMS products tailored to their systems [7] - Specialized third-party BMS manufacturers focus on technological differentiation and cost optimization [7] Development Trends - The energy storage market in China is expected to maintain rapid growth, driven by the dual carbon goals and the construction of new power systems [8] - The maturity and standardization of BMS technology are anticipated to improve, leading to further industry expansion [9] - Future trends indicate a shift towards integration, intelligence, openness, and scalability in the BMS industry [9]

Core Viewpoint - Venture capital institutions are playing an irreplaceable role in empowering capital for technological innovation and industrial development, with Ningbo Dongyuan Venture Capital Co., Ltd. being a key player in this space since its establishment in 2005 [1][2]. Group 1: Company Overview - Ningbo Dongyuan Venture Capital Co., Ltd. is the first venture capital institution in Ningbo, having supported over 30 local enterprises and nurtured 8 companies to go public [1]. - The company has strategically invested in emerging industries such as advanced manufacturing, new energy, new materials, and semiconductors, becoming a hidden driver of Ningbo's new productivity [1][2]. Group 2: Investment Philosophy - The company emphasizes the concept of "patient capital," which includes not only financial investment but also value-added services such as supply chain integration and governance optimization [2]. - Dongyuan Venture Capital's investment strategy focuses on early-stage, small-scale, and technology-driven investments to provide comprehensive support during critical growth phases [2]. Group 3: Sector-Specific Investments - In the new energy sector, Dongyuan Venture Capital has successfully supported Jinlang Technology, which has become a global leader in photovoltaic string inverters, through multiple rounds of investment from 2007 to 2023 [1]. - The company has also enabled traditional home appliance firms like Deye and Biyi to pivot into new energy and smart manufacturing sectors, showcasing the advantages of Ningbo's manufacturing base [2]. Group 4: Future Outlook - Dongyuan Venture Capital plans to continue expanding its long-term capital supply and deepen its ties with Ningbo's industries, focusing on key segments of strategic emerging industries [3]. - The company aims to facilitate the transition from "manufacturing" to "intelligent manufacturing" by leveraging capital to integrate resources and support technological upgrades [2][3].

Core Viewpoint - The company, Jinlang Technology, indicated that product prices will be dynamically adjusted based on various factors including raw material price fluctuations, product technical structure, and market supply and demand changes [2] Group 1 - The company is actively engaging with investors through interactive platforms to address inquiries [2] - The pricing strategy of the company is influenced by multiple factors, ensuring flexibility in response to market conditions [2]