2月9日，上能电气盘中上涨2.04%，截至09:44，报36.49元/股，成交8849.04万元，换手率0.63%，总市 值203.14亿元。 资料显示，上能电气股份有限公司位于江苏省无锡市惠山区和惠路6号，成立日期2012年3月30日，上市 日期2020年4月10日，公司主营业务涉及电力电子设备的研发、生产、销售。主营业务收入构成为：光 伏逆变器72.20%，储能双向变流器及系统集成产品25.64%，电能质量治理产品1.19%，备件及技术服务 0.85%，其他0.12%。 上能电气所属申万行业为：电力设备-光伏设备-逆变器。所属概念板块包括：储能、太阳能概念、深股 通、科创企业同股同权等。 截至9月30日，上能电气股东户数7.58万，较上期增加62.40%；人均流通股5054股，较上期减少 14.03%。2025年1月-9月，上能电气实现营业收入35.65亿元，同比增长16.15%；归母净利润3.11亿元， 同比增长2.99%。 分红方面，上能电气A股上市后累计派现1.30亿元。近三年，累计派现1.02亿元。 机构持仓方面，截止2025年9月30日，上能电气十大流通股东中，香港中央结算有限公司位居第五大流 ...

2月5日，上能电气跌5.03%，截至发稿，报36.80元/股，成交4.83亿元，换手率3.36%，总市值204.86亿 元。 数据显示，华泰柏瑞基金旗下1只基金位居上能电气十大流通股东。光伏ETF（515790）三季度增持 92.49万股，持有股数341.97万股，占流通股的比例为0.89%。根据测算，今日浮亏损失约666.83万元。 光伏ETF（515790）成立日期2020年12月7日，最新规模112.53亿。今年以来收益20.11%，同类排名 51/5566；近一年收益61.36%，同类排名643/4285；成立以来收益15.55%。 光伏ETF（515790）基金经理为李茜、李沐阳。 截至发稿，李茜累计任职时间6年95天，现任基金资产总规模526.72亿元，任职期间最佳基金回报 112.26%， 任职期间最差基金回报-18.35%。 李沐阳累计任职时间5年32天，现任基金资产总规模288.71亿元，任职期间最佳基金回报225.42%， 任 职期间最差基金回报-34.85%。 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 ...

（来源：淘金ETF） 1. 阳光电源（300274） 作为国内最早布局光伏逆变器的头部企业，核心业务以光伏逆变器为核心，覆盖储能系统、新能源电站 开发运营、光伏电站EPC等全产业链环节，在全球逆变器市场占据领先份额，技术实力覆盖核心电力电 子器件研发、系统集成等关键领域，产品适配户用、工商业、大型地面电站等全场景，同时在储能变流 器、光储一体化解决方案上具备显著优势。在太空光伏与太空算力赛道，企业的核心技术具备极强适配 性，太空光伏阵列发电需高效逆变器实现电能稳定转换，其深耕多年的高可靠性、抗辐射逆变器技术可 直接迁移至太空场景，为太空算力中心提供持续稳定电力支撑；储能系统技术积累能适配太空极端环境 下的能源存储需求，解决太空光伏间歇性供电问题，未来有望通过技术合作切入太空光伏电源系统供应 链，成为太空算力能源端核心参与者，打开全新增长维度。 2. 隆基绿能（601012） 国内光伏行业龙头企业，核心业务聚焦光伏单晶硅棒、单晶硅片研发生产，同时延伸至高效电池片、光 伏组件及光伏电站全产业链，是全球硅片领域的领军者，在N型TOPCon、HJT等新一代高效电池技术上 迭代速度领先，兼具规模化产能与技术壁垒，产品远 ...

国内光伏装备领域龙头企业，核心业务涵盖光伏组件、钙钛矿电池等高端装备研发制造，在钙钛矿整线 设备领域布局较早，技术覆盖激光刻蚀、薄膜沉积等关键环节，设备性能适配规模化量产需求。其自主 研发的钙钛矿电池激光修复设备，可大幅提升电池良率，技术指标处于行业领先水平。 （来源：淘金ETF） 1. 泽润新能（301636） 作为钙钛矿电池领域的新锐企业，核心业务聚焦钙钛矿电池核心材料与装备研发，主攻钙钛矿前驱体材 料与功能层薄膜制备技术，产品具备高纯度、高稳定性特点，适配规模化量产需求。其技术团队来自国 内顶尖光伏材料实验室，在钙钛矿材料缺陷钝化、界面优化上具备深厚积淀，已完成多批次中试验证， 产品性能通过第三方权威检测。 在太空光伏与算力赛道，其核心材料技术具备关键适配性。钙钛矿电池的轻薄特性完美契合太空运载限 制，而公司研发的高耐辐射钙钛矿前驱体材料，可提升电池在太空极端环境下的稳定性，为太空算力中 心提供高效能源支撑。未来随着太空光伏产业化落地，公司有望凭借材料技术优势切入供应链，成为太 空光伏钙钛矿电池核心材料供应商，打开全新增长空间。 2. 奥特维（688516） 在太空光伏场景中，其装备技术为钙钛矿电池量产 ...

证券之星消息，2月3日光伏设备板块较上一交易日上涨6.68%，泽润新能领涨。当日上证指数报收于 4067.74，上涨1.29%。深证成指报收于14127.1，上涨2.19%。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 | 74.56 | 20.01% | 6.41万 | | 4.40亿 | | 300842 | 竞科股份 | 123.97 | 20.00% | 22.89万 | | 26.85亿 | | 688516 | 奥特维 | 116.24 | 20.00% | 13.92万 | | 15.70 乙 | | 688680 | 海优新材 | 67.64 | 19.99% | 7.32万 | | 4.66亿 | | 920368 | 连城数控 | 68.90 | 18.18% | 25.44万 | | 16.34亿 | | 300316 | 晶盛机电 | 55.07 | 17.34% | 90.49万 | | 48. ...

证券研究报告 | 行业点评报告 2026 年 02 月 01 日 储能系列报告（18） 全国容量电价政策重磅发布，大储迈向高质量发展 中游制造/电力设备及新能源 事件：近日，国家发改委、能源局发布《关于完善发电侧容量电价机制的通知》， 文件明确建立电网侧独立新型储能容量电价机制。对服务于电力系统安全运行、 未参与配储的电网侧独立新型储能电站，各地可给予容量电价。容量电价水平 以当地煤电容量电价标准为基础，根据顶峰能力按一定比例折算 重点公司主要财务指标 | 公司简称 | 公司代码 | 市值 | 24EPS | 25EPS | 25PE | PB | 投资评级 | | --- | --- | --- | --- | --- | --- | --- | --- | | 宁德时代 | 300750.SZ | 1611.1 | 11.5 | 14.9 | 23 | 5 | 强烈推荐 | | 亿纬锂能 | 300014.SZ | 132.3 | 2.0 | 2.2 | 28 | 3 | 强烈推荐 | | 阳光电源 | 300274.SZ | 313.1 | 5.3 | 5.9 | 26 | 7 | 强烈推荐 | | 海 ...

Group 1 - The core viewpoint of the article is that the company, Sunwoda Electric (300827), has successfully launched its energy storage products in the U.S. market, indicating a significant step in its international expansion strategy [1] Group 2 - The company has confirmed that it has already implemented projects in the U.S. market, showcasing its operational capabilities and market penetration [1]

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]

Group 1 - The core point of the news is that several key stakeholders and management personnel of companies are planning to reduce their holdings, which may exert pressure on market sentiment and stock prices in the short term [1] Group 2 - Huamin Co. plans to introduce external investors through a capital increase in its subsidiary, which will help reduce debt risk and enhance operational stability [2] - The capital increase involves a debt-to-equity swap with a pre-investment valuation of 1 billion yuan, resulting in a change in ownership structure [2] Group 3 - Yema Battery expects a significant decline in net profit for 2025, projecting a decrease of 58% to 70% year-on-year due to increased market competition and rising commodity prices [3] - The company faces pressure on both revenue and cost sides, leading to a substantial compression of profit margins [3]

格隆汇1月22日丨上能电气(300827.SZ)公布，第四届董事会第二十一次会议，审议通过了《关于使用募 集资金向全资子公司增资及提供借款以实施募投项目的议案》，募投项目"年产25GW组串式光伏逆变 器产业化建设项目"的实施主体为公司全资子公司无锡光曜能源科技有限公司（简称"无锡光曜"），为 了便于公司募投项目的顺利实施，董事会同意根据募投项目建设安排及资金需求，一次或分次向无锡光 曜增资及提供无息借款，用于实施"年产25GW组串式光伏逆变器产业化建设项目"。增资及借款的进度 将根据募投项目的实际需求推进，借款期限自借款发放之日起至相关募投项目实施完成之日止，根据项 目实施情况可到期后续借或提前还款。 ...