Core Insights - The "space photovoltaic" concept has gained significant attention in the secondary market, largely influenced by Tesla CEO Elon Musk's endorsements [2] - The Wind Space Photovoltaic Index has risen by 19.83% over the past month, outperforming the Shanghai and Shenzhen 300 Index, which increased by 1.18% [2] - Several photovoltaic companies have experienced substantial stock price increases, with JunDa Co., Ltd. rising by 84.62% and Mingyang Smart Energy increasing by 60.22% in the last 20 days [2] Market Performance - The stock prices of companies like Dongfang Risen and Laplace have shown abnormal fluctuations, with price deviations exceeding 30% over consecutive trading days [3] - The space photovoltaic sector is characterized by its potential to harness solar energy in outer space, providing power to satellites and space stations [3] Industry Challenges - Despite the market enthusiasm, the commercialization of space photovoltaics faces significant uncertainties related to technology maturity and economic viability [4] - Industry insiders indicate that the application scenarios for space photovoltaics are still in the exploratory phase, with many companies not yet supplying products to commercial satellite firms [4] Technological Considerations - Current leading materials for space photovoltaics include gallium arsenide, which is costly at approximately 1000 RMB per watt, and perovskite, which faces stability issues in extreme space conditions [5] - The cost of electricity generated from space photovoltaics is estimated to be 2-3 USD per kilowatt-hour, significantly higher than the ground-based photovoltaic cost of 0.03-0.05 USD per kilowatt-hour [5] Future Outlook - Several A-share listed companies express optimism about the future of space photovoltaics, with potential market size reaching trillions as technology advances [5] - Companies like Trina Solar and HaiMuxing are actively collaborating with leading aerospace institutions to develop practical applications for space solar energy [5] - The commercialization of space photovoltaics is projected to gradually occur over the next 10 to 15 years as launch costs decrease and battery technologies improve [6]

2026 年 01 月 30 日 "申万宏源十大金股组合" —— 2026 年第 2 期：2 月 1 日-2 月 28 日 组合说明： ⚫ "金股组合"一方面体现申万宏源未来 1 个月的大势研判观点及风格判断结论，另一方面 体现我们申万宏源整体研究团队的研究能力与市场竞争力，在严格的申报筛选流程下，我 们从全行业的角度为投资者精选个股，力求为投资者提供踏实的研究支持。本次报告对上 期金股组合进行更新。 上期组合回顾： 略 研 究 本期策略判断： 本期金股组合：(具体推荐逻辑详见正文第 3 部分十大金股组合) 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 相关研究 - 证券分析师 王胜 A0230511060001 wangsheng@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 屠亦婷 A0230512080003 tuyt@swsresearch.com 研究支持 陆灏川 A0230520080001 luhc@swsresearch.com 刘雅婧 A023 ...

Core Viewpoint - The "space photovoltaic" concept has become a major focus in the secondary market, significantly influenced by Tesla CEO Elon Musk's endorsements, with the relevant index rising 19.83% in the past month, outperforming the CSI 300 index by 18.65% [1] Market Performance - The space photovoltaic concept index has shown strong performance, with notable stock increases: JunDa Co., Ltd. up 84.62%, Mingyang Smart Energy up 60.22%, Jiejia Weichuang up 44.04%, Dier Laser up 41.54%, and Tuori New Energy up 35.94% over the past 20 days [1] - Several photovoltaic companies have experienced significant stock price surges, triggering trading anomalies, such as Dongfang Risheng and Laplace, both exceeding a cumulative price deviation of 30% within a short period [2] Industry Insights - Space photovoltaic energy refers to utilizing solar photovoltaic technology in outer space to generate and supply energy, with the potential to transmit power wirelessly to Earth or supply satellites and space stations [2] - The rationale for space photovoltaics includes abundant sunlight in space and the feasibility of deploying photovoltaic components on satellites, with near-Earth satellites experiencing over 60% sunlight exposure [2] Challenges in Industrialization - Despite the rising stock prices, the industry faces significant uncertainties regarding the industrialization of space photovoltaics, including technological maturity and economic viability for large-scale commercialization [3] - Current applications of space photovoltaics are still exploratory, with many companies in the secondary market not yet supplying products to commercial space satellite companies [3] - Analysts indicate that space photovoltaics are in the early stages of development, requiring validation of technology and economic benefits for large-scale applications [3] Technological Considerations - Gallium arsenide is the mainstream material for space photovoltaics, but its high cost (approximately 1000 RMB per watt) poses challenges for large-scale deployment [4] - Perovskite technology shows promise but has stability concerns in extreme space conditions, necessitating further validation [4] - Multiple technological routes are being explored, with a focus on solving power and cost issues as critical for the commercialization of space energy solutions [4] Cost Analysis - Current estimates suggest that the cost of electricity from space photovoltaics is around $2-3 per kilowatt-hour, compared to $0.03-0.05 per kilowatt-hour for ground-based photovoltaics, indicating a potential cost disparity of up to 100 times [5] - Companies like Trina Solar and HaiMuxing express optimism about the future of space photovoltaics, citing collaborations with leading aerospace institutions and advancements in reusable rocket technology [5] Commercialization Timeline - Predictions indicate that space photovoltaics may gradually commercialize over the next 10 to 15 years, contingent on decreasing launch costs and breakthroughs in battery technology [6]

Core Viewpoint - The "space photovoltaic" concept has gained significant attention in the secondary market, largely influenced by Tesla CEO Elon Musk's endorsements, with the relevant index rising 19.83% in the past month, outperforming the CSI 300 index by 18.65% [1] Market Performance - The space photovoltaic concept index has seen a notable increase, with specific stocks like JunDa Co., Ltd. rising by 84.62%, Mingyang Smart Energy by 60.22%, and Jiejia Weichuang by 44.04% over the past 20 days [1] - Several photovoltaic companies have experienced stock price surges, triggering trading anomalies, such as Dongfang Risheng and Laplace, which saw price deviations exceeding 30% [3] Technology and Feasibility - Space photovoltaic energy involves utilizing solar photovoltaic technology in outer space to generate and supply energy, with the potential for direct power transmission to Earth [3] - The advantages of space photovoltaic systems include abundant sunlight and reduced atmospheric interference, making them a viable option for satellite power supply [3] Industry Challenges - Despite the market enthusiasm, the space photovoltaic industry faces significant uncertainties regarding technological maturity, long-term reliability, and economic viability for large-scale commercialization [4][5] - Current applications are still in the exploratory phase, with many companies not yet supplying products to commercial space satellite firms [5] Technological Development - Various technological routes are being explored, with gallium arsenide being the mainstream material, but its high cost poses challenges for large-scale deployment [5][6] - The cost of space photovoltaic energy is currently estimated at $2-3 per kilowatt-hour, significantly higher than ground-based photovoltaic costs of $0.03-0.05 per kilowatt-hour, indicating a need for cost reduction and efficiency improvements [6] Future Outlook - Companies like Trina Solar and HaiMuxing express optimism about the future of space photovoltaic technology, citing collaborations with leading aerospace institutions and advancements in reusable rocket technology [6][7] - The commercial viability of space photovoltaic systems is projected to develop over the next 10 to 15 years, contingent on decreasing launch costs and breakthroughs in battery technology [7]

进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为657.69万元。该股近5个交易日累 计上涨2.40%，主力资金合计净流入7091.4万元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月29日，帝尔激光收跌0.37%，收盘价为83.94元，发生1笔大宗交易，合计成交量4.65万股，成交金额 313.88万元。 第1笔成交价格为67.50元，成交4.65万股，成交金额313.88万元，溢价率为-19.59%，买方营业部为中国 银河证券股份有限公司北京中关村大街证券营业部，卖方营业部为国信证券股份有限公司北京自贸试验 区永丰证券营业部。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 ...

1月29日，帝尔激光大宗交易成交4.65万股，成交额313.88万元，占当日总成交额的0.26%，成交价67.5元，较市场收盘价 83.94元折价19.59%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-29 | 300776 | 帝尔激光 | 67.50 | 4.65 | 313.88 | 中国银河证券股份 | 国信证券股份有限 | | | | | | | | 有限公司北京中关 | 公司北京自贸试验 | | | | | | | | 村大街证券营业部 | 区永丰证券营业部 | ...

从帝尔激光十大流通股东角度 1月29日，帝尔激光涨5.1%，截至发稿，报88.55元/股，成交5.08亿元，换手率3.56%，总市值242.63亿 元。 资料显示，武汉帝尔激光科技股份有限公司位于湖北省武汉东湖新技术开发区九龙湖街88号，成立日期 2008年4月25日，上市日期2019年5月17日，公司主营业务涉及精密激光加工解决方案的设计及其配套设 备的研发、生产和销售。主营业务收入构成为：太阳能电池激光加工设备98.79%，配件、维修及技术 服务费1.21%。 截至发稿，梁跃军累计任职时间5年242天，现任基金资产总规模51.81亿元，任职期间最佳基金回报 30.21%， 任职期间最差基金回报-41.55%。 王一昊累计任职时间4年347天，现任基金资产总规模31亿元，任职期间最佳基金回报3.44%， 任职期间 最差基金回报-25.28%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，朱雀基金旗 ...

长江商报消息 帝尔激光（300776.SZ）加入赴港上市"大军"。 1月27日晚间，帝尔激光发布公告，宣布公司正在筹划发行境外上市外资股（H股）股票并申请在香港 联交所主板挂牌上市。此举旨在推进公司国际化战略，加速海外业务拓展。 长江商报记者注意到，这是近段时间以来，继海特生物（300683.SZ）、华工科技（000988.SZ）、联特 科技（301205.SZ）之后，湖北又一家拟赴港IPO的A股上市公司。 同日，帝尔激光还披露，公司拟投资30亿元在光谷建设的研发基地三期项目也迎来新进展，近日已完成 该项目土地的权属登记手续。 作为光伏激光设备领域龙头企业，帝尔激光近年来持续聚焦主营业务，并积极向消费电子、新型显示和 集成电路等领域开拓，打造新业务增长点，业绩保持稳定增长。 2025年前三季度，公司实现营收17.81亿元，同比增长23.69%；归属于上市公司股东的净利润4.96亿 元，同比增长29.39%。前三季度经营活动产生的现金流量净额0.11亿元，同比上升113.40%。 拟赴港IPO加码海外业务 公开资料显示，帝尔激光2008年成立于中国光谷，2019年登陆深交所创业板。公司在微纳级激光精密加 工领域 ...

市公司 마케▷/카페미 2026 年 01 月 28 日 | 市场数据: 2026 年 01 月 27 日 | | --- | | 收盘价（元） 83.47 | | 一年内最高/最低（元） 93.29/49.60 | | 市净率 6.1 | | 股息率% (分红/股价) 0.47 | | 流通 A 股市值 (百万元) 14.027 | | 上证指数/深证成指 | | 注："股息率"以最近一年已公布分红计算 | | 基础数据: | 2025年09月30日 | | --- | --- | | 每股净资产 (元) | 13.66 | | 资产负债率% | 41.57 | | 总股本/流通 A 股 (百万) | 274/168 | | 流通 B 股/H 股 (百万) | -/- | 年内股价与大部对 帝尔激光 (300776) ——TGV 激光微孔设备出口订单顺利发货，非光伏业务布 局取得突破 事件: 公司应用于玻璃基板半导体封装的面板级激光微孔设备出口订单顺利发货, 标志着公司在推 动 TGV (Through-Glass Via，玻璃通孔）技术产业化方面迈出关键一步。 点评: 财务数据及盈利预测 | | 2024 ...

上 市 公 司 公 司 研 2026 年 01 月 28 日 帝尔激光 (300776) ——TGV 激光微孔设备出口订单顺利发货，非光伏业务布 局取得突破 事件：公司应用于玻璃基板半导体封装的面板级激光微孔设备出口订单顺利发货，标志着公司在推 动 TGV（Through-Glass Via，玻璃通孔）技术产业化方面迈出关键一步。 点评： 财务数据及盈利预测 | | 2024 | 2025Q1-3 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入（百万元） | 2,014 | 1,781 | 2,453 | 2,745 | 3,290 | | 同比增长率（%） | 25.2 | 23.7 | 21.8 | 11.9 | 19.9 | | 归母净利润（百万元） | 528 | 496 | 669 | 735 | 888 | | 同比增长率（%） | 14.4 | 29.4 | 26.7 | 9.9 | 20.9 | | 每股收益（元/股） | 1.94 | 1.82 | 2.44 | 2.68 | 3.24 | | 毛 ...