| 证券代码：300776 | 证券简称：帝尔激光 | 公告编号：2026-011 | | --- | --- | --- | | 债券代码：123121 | 债券简称：帝尔转债 | | 武汉帝尔激光科技股份有限公司 关于筹划发行H股股票并在香港联合交易所有限公司 上市的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 武汉帝尔激光科技股份有限公司（以下简称"公司"）为深入推进国际化战 略布局，打造多元化资本运作平台，提升国际品牌形象及全球市场综合竞争力， 加快海外业务发展，正在筹划发行境外上市外资股（H股）股票并申请在香港联 合交易所有限公司（以下简称"香港联交所"）主板挂牌上市（以下简称"本次 发行H股并上市"）。截至目前，公司正与相关中介机构就本次发行H股并上市 的相关工作进行商讨，相关细节尚未确定。本次发行H股并上市不会导致公司控 股股东和实际控制人发生变化。 根据《中华人民共和国公司法》《中华人民共和国证券法》《深圳证券交易 所创业板股票上市规则》《境内企业境外发行证券和上市管理试行办法》《香港 联合交易所有限公司证券上市规则》等相关法律、 ...

证券日报网讯1月26日，帝尔激光（300776）在互动平台回答投资者提问时表示，公司主营业务为精密 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，主要产品为应用于光伏产业的精密激光加 工设备，同时公司正在积极研发消费电子、新型显示和集成电路等领域的激光加工设备。 ...

从资金流向上来看，当日光伏设备板块主力资金净流出77.12亿元，游资资金净流入34.84亿元，散户资金 净流入42.28亿元。光伏设备板块个股资金流向见下表： 证券之星消息，1月26日光伏设备板块较上一交易日下跌1.58%，帝尔激光领跌。当日上证指数报收于 4132.61，下跌0.09%。深证成指报收于14316.64，下跌0.85%。光伏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) | | | --- | --- | --- | --- | --- | --- | --- | | 301636 | 泽润新能 | 71.83 | 19.80% | 10.95万 | | 7.52亿 | | 002623 | 亚玛顿 | 22.78 | 10.00% | 44.73万 | | 9.87亿 | | 002506 | 协鑫集成 | 3.45 | 9.87% | 394.12万 | | 13.58亿 | | 688717 | 艾罗能源 | 99.19 | 8.69% | 12.39万 | | 12.62亿 | | 300118 | 东方日升 | 22.52 | ...

光伏设备 《光伏反内卷深度：反内卷持续深化， 关 注 贝 塔 修 复 — 行 业 深 度 报 告 》 -2025.9.3 《光伏技术深度系列（一）：BC 盈利 拐点率先而至，"反内卷"时代未来可 期—行业深度报告》-2025.7.28 太空光伏深度报告：光伏向空，志在星海 ——行业深度报告 2026 年 01 月 26 日 | 殷晟路（分析师） | 周航（联系人） | | --- | --- | | yinshenglu@kysec.cn | zhouhang1@kysec.cn | | 证书编号：S0790522080001 | 证书编号：S0790125050020 | 投资评级：看好（维持） 行业走势图 数据来源：聚源 -19% 0% 19% 38% 58% 77% 2025-01 2025-05 2025-09 光伏设备 沪深300 相关研究报告 《光伏出口退税将全面取消，倒逼行 业高质量发展 —行业点评报告》 -2026.1.11 太空迈入晶硅时代 太空高能宇宙辐射、±150℃极端温差循环、高真空散热受限等极端环境，对光伏 电池的转换效率、寿命及材料结构提出严苛要求。现阶段 III-V 族多结光伏电 ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

光伏的势头有点猛啊。 捷佳伟创： 领涨一哥应该算迈为股份吧，一阶段就显示不同寻常的成交额，进入二阶段带有连续的起堆信号，量柱成舒展结构递推： 奥特维： 光伏加工设备细分类别的行业RSR信号是非常清晰的： 晶盛机电： 高测股份： 帝尔激光： 以上个股，除了迈为股份和奥特维已经处于第二阶段加速，其它都刚刚进入第二阶段，符合典型的 猛兽股轮廓侧写 ：首先第一波50%以上涨幅向上穿越 200日均线，然后形成第一基底，回撤幅度26%以内（最大不超过33%），然后反转进入主升浪。这个轮廓和往轮牛市一模一样，仍然适用。 这批个股还有个鲜明的特点，都是清一色以超量的方式突破前高（年高），跨入第二阶段，而且比较上一轮牛市期间的成交金额，惊人的放大，比曾经的 股价顶峰时间还要大得多，这是个什么现象，作死还是示强，抑或是量化时代的烙印？ 光伏组件细分类别反映相对慢一些，行业RSR还未显红，但量柱先行，呈现典型的舒展结构： 领涨股一哥应该是钧达股份： 底部启动的，应该是晶科能源为最佳： 光伏行业属于典型的顺周期行业，业绩轮回起伏比较大，和有色、化工类似，所以从根上，底层逻辑是对行业复苏的预期，以及供给侧改革的推进，至于 光伏上太空之 ...

1月23日，A股三大指数集体收涨，沪指涨0.33%报4136点，深证成指涨0.79%，创业板指涨0.63%，北证50指数涨3.82%。全市场成交额3.12万亿元，较前 一交易日增量4017亿元，超3900股上涨，122股涨停。 A股市场大小指数持续分化，上证50指数跌超1%，CPO概念走势低迷，新易盛（300502）跌逾6%，保险、银行等权重板块领跌市场。其他个股方面，利 欧股份（002131）收盘跌0.24%，开盘一度逼近跌停，此前连续两个交易日跌停。国晟科技（603778）昨日上演地天板后，今日收盘涨幅超3%。 | | | -小时最热 | | | | --- | --- | --- | --- | --- | | 代码 | 名称 | | 现价 | 涨跌幅 ▲ | | 002916 | 深南电路 | | 247.63 | -6.91% | | 300502 | 新易啓 | | 383.11 | -6.49% | | 300308 | 中际旭创 | | 585.40 | -5.73% | | 002463 | 沪电股份 | ↑ | 72.11 | -5.54% | | 300394 | 天孚通信 | | 18 ...

光伏概念股午后进一步走强，隆基绿能触及涨停，欧普泰30cm涨停，天合光能、帝尔激光、阿特斯纷 纷大涨。 ...

（文章来源：每日经济新闻） 展望后市，华源证券指出，储能行业正迎来独立储能商业化关键节点，规模化发展的行业性β机遇已显 现。高比例新能源电力系统对调节资源需求迫切，国内现货市场与容量补偿机制加速完善，推动储能从 政策驱动转向价值驱动，盈利模型优化，海外市场也将贡献增量，行业景气度持续提升。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）高弹性，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至2025 年12月30日，规模达6.76亿元；成交额最大，近一月日均成交7075万元。其储能+固态电池占比近 90%，契合当下市场热点。 2026年1月23日，A股三大指数高开，创业板新能源ETF华夏（159368）开盘后拉升3.26%。盘面上，迈 为股份强势涨停，捷佳伟创大涨17.84%，晶盛机电上涨13.95%，中来股份上涨12.05%，帝尔激光上涨 8.97%。资金面上，创业板新能源ETF华夏（159368）近期持续受到资金青睐，近 ...

Core Insights - The report emphasizes the importance of discovering investment opportunities with a proactive attitude rather than merely relaying information [1] Macro News Summary - The Ministry of Industry and Information Technology (MIIT) supports local governments in building future industries and increasing government investment fund efforts [4] - MIIT will promote collaborative innovation across the entire supply chain for advanced materials [4] - The Ministry of Housing and Urban-Rural Development supports reasonable financing needs of real estate companies and addresses both rigid and improved housing demands of residents [4] Industry Developments - Glass substrates are expected to become the next generation of core materials for advanced packaging, replacing traditional organic substrates, with related stocks including Di'er Laser (300776) and Hongtian Co., Ltd. (603800) [5] - Six departments have extended tax and fee incentives for the childcare industry, indicating a potential boom for the maternal and infant sector, with related stocks including Kidswant (301078) and Aiyingshi (603214) [5] - Several banks have recently launched satellites, accelerating the operational value of the satellite industry, with related stocks including Hangyu Micro (300053) and Aerospace Hongtu (688066) [5] Company Focus - Ruike Laser (300747) is taking measures to resist malicious low-price sales and irregular channel sales that disrupt market pricing [6] - Betta Pharmaceuticals (300558) is progressing steadily with multiple clinical studies for MCLA-129 [6] - Zhongke Chuangda (300496) has reached a strategic cooperation with the Beijing Humanoid Robot Innovation Center through its subsidiary Xiaowu Intelligent [6] - Ningbo Bank (002142) is continuously accumulating differentiated competitive advantages, with a steady expansion of profit scale expected by 2025 [6] Market Review and Outlook - On January 21, the market experienced a pullback after a rise, with the Shanghai Composite Index closing at 4116.94, up 0.08%, and the Shenzhen Component Index at 14255.13, up 0.70% [7] - The total trading volume in the Shanghai and Shenzhen markets was 2.6 trillion, a decrease of 177.1 billion from the previous trading day [7] - The market is expected to shift from a "fund-driven" rapid growth model to a "performance-driven" slow bull market, with macroeconomic improvements and corporate profit recoveries as key drivers for mid-term upward trends [7] - It is advised to maintain balanced allocations across sectors, focusing on non-ferrous metals, technology growth, new energy, and dividend stocks [7]