2025-081 上能电气股份有限公司 关于公司 2022 年限制性股票激励计划首次授予部分第三个 归属期归属结果暨股份上市的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 证券代码：300827 证券简称：上能电气 公 告 编 号 ： 2、激励工具：第二类限制性股票 重要内容提示： 1、本次归属的限制性股票上市流通日：2025 年 10 月 16 日，本次归属的 限制性股票不设限售期。 2、本次归属的限制性股票上市流通数量：187.0632 万股，占公司目前总股 本的 0.3724%。 3、本次归属的限制性股票人数：140 人。 上能电气股份有限公司（以下简称"公司"）于 2025 年 9 月 19 日召开了第 四届董事会第十七次会议，审议通过了《关于公司 2022 年限制性股票激励计划 首次授予部分第三个归属期符合归属条件的议案》，现将有关情况公告如下： 一、2022 年限制性股票激励计划简述及已履行的相关审批程序 （一）本次激励计划简述 2022 年 8 月 19 日，公司召开第三届董事会第九次会议及第三届监事会第九 次会议，于 2022 年 9 ...

Core Viewpoint - The company has received a notice from the Shenzhen Stock Exchange regarding its application for a specific stock issuance, indicating that it meets the necessary conditions for issuance and listing [1] Group 1 - The Shenzhen Stock Exchange's listing review center has reviewed the company's application for a specific stock issuance and found it compliant with issuance conditions, listing conditions, and information disclosure requirements [1] - The company's stock issuance is pending approval from the China Securities Regulatory Commission (CSRC), and the timing and certainty of this approval remain uncertain [1]

证券代码：300827 证券简称：上能电气 公告编号：2025-082 上能电气股份有限公司 上能电气股份有限公司（以下简称"公司"）于 2025 年 10 月 14 日收到深 圳证券交易所（以下简称"深交所"）上市审核中心出具的《关于上能电气股份 有限公司申请向特定对象发行股票的审核中心意见告知函》，深交所上市审核中 心对公司向特定对象发行股票的申请文件进行了审核，认为公司符合发行条件、 上市条件和信息披露要求，后续深交所将按规定报中国证券监督管理委员会（以 下简称"中国证监会"）履行相关注册程序。 公司本次向特定对象发行股票事项尚需获得中国证监会作出同意注册的决 定后方可实施，最终能否获得中国证监会作出同意注册的决定及其时间尚存在不 确定性。公司将根据该事项进展情况及时履行信息披露义务，敬请广大投资者注 意投资风险。 特此公告。 上能电气股份有限公司董事会 2025 年 10 月 14 日 关于向特定对象发行股票申请获得深圳证券交易所 上市审核中心审核通过的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 ...

截至2025年10月13日 14:16，中证光伏产业指数(931151)下跌2.17%。成分股方面涨跌互现，石英股份 (603688)领涨5.12%，横店东磁(002056)上涨3.88%，上能电气(300827)上涨1.30%；捷佳伟创(300724)领 跌6.25%，阿特斯(688472)下跌5.67%，罗博特科(300757)下跌4.95%。光伏ETF基金(516180)下跌 1.94%，最新报价0.76元。拉长时间看，截至2025年10月10日，光伏ETF基金近2周累计上涨1.71%。 光伏ETF基金紧密跟踪中证光伏产业指数，中证光伏产业指数从主营业务涉及光伏产业链上、中、下游 的上市公司证券中，选取不超过50只最具代表性的上市公司证券作为指数样本，以反映光伏产业上市公 司证券的整体表现。 国金证券指出，光伏产业链价格和盈利底部明确，"反内卷"推进以来参与主体持续扩大、产品价格修复 效果显著，我们认为光伏行业有望通过顶层支持+市场化淘汰+技术迭代结合的方式实现供给侧改善， 预计后续关于产能、产品质量等相关的政策组合拳将陆续落地，驱动产业链景气度持续修复 数据显示，截至2025年9月30日，中证光伏产业 ...

证券之星消息，10月10日光伏设备板块较上一交易日下跌4.89%，艾罗能源领跌。当日上证指数报收于3897.03，下跌0.94%。深证成指报收于 13355.42，下跌2.7%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 688717 | 艾罗能源 | 74.94 | -14.38% | 12.89万 | | 10.10 Z | | 300827 | 上能电气 | 31.62 | -13.72% | 70.98万 | | 23.53 Z | | 300316 | 晶盛机电 | 42.53 | -10.58% | 57.07万 | 17 | 25.27 Z | | 300763 | 锦浪科技 | 66"88" | -9.19% | - 32.07万 | | 29.30 Z | | 300274 | 阳光电源 | 146.52 | -7.79% | 112.50万 | | 169.46 Z | | 605117 | 德业股份 | 75.66 | -7 ...

↑点击上面图片 加雪球核心交流群 ↑ 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 涛波依旧 来源：雪球 储能目前是处于景气周期无疑了。这个景气周期能够持续多久？ 券商研报提出储能渗透率概念：即每年新增新型储能提供的灵活调节能力占整个电力系统每年新增灵活调节需求的比例。 以中国为例，未来可新增的电力系统灵活调节能力主要分为四类：火电调峰、抽水蓄能、需求侧响应、新型储能，前三者都有明显的发展 规模上 限，未来新型储能需要逐步担起重任，成为系统灵活调节资源的提供主体。 根据测算， 2024年中国储能渗透率仅为4.9%，预计未来10年有望快速增长至70%左右。 结合这一数据，新型储能目前的发展规模还远不及未 来电力系统对它的需求，储能产业仍处在生命周期中的成长初期。 预计2035年全球新型储能年新增装机容量峰值有望超过1.5TWh，2024-2035年年化复合增速有望达到21.4%。 其他券商研报基本都认为，储能未来五年复合增长率，高于20%。 我们再来看一下新能源汽车渗透率，新能源汽车在2020年的时候，渗透率仅为5%左右，在未来几年渗透率快速到达50%。 目前的储 ...

Market Overview - The photovoltaic equipment sector rose by 1.48% on September 30, with GoodWe leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Key Performers - GoodWe (688390) closed at 64.69, up 12.68% with a trading volume of 178,400 shares and a turnover of 1.094 billion [1] - DeYee (605117) closed at 81.00, up 7.28% with a trading volume of 322,400 shares and a turnover of 2.540 billion [1] - Other notable performers include ST Quanwang (300093) up 5.68%, Star Energy Technology (688348) up 5.45%, and Dike Co. (300842) up 5.45% [1] Decliners - Yicheng New Energy (300080) fell by 7.14% to 5.46, with a trading volume of 2,205,300 shares and a turnover of 126.3 million [2] - ST Muban (603398) decreased by 4.99% to 8.95, with a trading volume of 343,800 shares and a turnover of 310 million [2] - Other notable decliners include Sunshine Power (300274) down 1.83% and Motewei (688516) down 1.69% [2] Fund Flow Analysis - The photovoltaic equipment sector experienced a net outflow of 573 million from institutional investors, while retail investors saw a net inflow of 338 million [2] - Notable net inflows from retail investors were observed in GoodWe (688390) and Dike Co. (300842) [3] - The main net inflow was from Longxi Green Energy (601012) at 253 million, while DeYee (605117) saw a net outflow of 66.3 million from institutional investors [3]

Market Overview - As of September 29, the Shanghai Composite Index closed at 3862.53 points, up 34.43 points, with a gain of 0.90% [1] - The Shenzhen Component Index closed at 13479.43 points, up 270.43 points, with a gain of 2.05% [1] - The ChiNext Index closed at 3238.01 points, up 86.48 points, with a gain of 2.74% [1] Stock Performance - A total of 39 A-shares had a turnover rate exceeding 20% on this day, indicating significant trading activity [1] - Notable stocks with high turnover rates include: - C Haocreat (301668) with a turnover rate of 62.30% and a closing price of 58.78 yuan, down 3.73% [1] - C Jianfa Zhi (301584) with a turnover rate of 61.32% and a closing price of 34.12 yuan, up 13.73% [1] - Jin Hua New Materials (920015) with a turnover rate of 53.44% and a closing price of 53.00 yuan, down 3.58% [1] - Other stocks with notable turnover rates include: - C United Motion (301656) at 41.80% and a closing price of 32.77 yuan, up 3.87% [1] - Zhongdian Xinlong (002298) at 39.78% and a closing price of 11.99 yuan, down 6.77% [1] - Chuling Information (300250) at 35.58% and a closing price of 26.40 yuan, up 20.00% [1] Additional Notable Stocks - Huijin Co., Ltd. (300368) had a turnover rate of 33.76% and closed at 19.08 yuan, up 20.00% [1] - Li Hexing (301013) closed at 30.75 yuan with a turnover rate of 33.58%, up 5.56% [1] - Other stocks with significant trading activity include: - Weili Transmission (300904) at 31.67% and a closing price of 85.80 yuan, up 8.24% [1] - Huarun Technology (002453) at 31.36% and a closing price of 7.90 yuan, down 10.02% [1]

证券之星消息，9月29日光伏设备板块较上一交易日上涨2.24%，易成新能领涨。当日上证指数报收于 3862.53，上涨0.9%。深证成指报收于13479.43，上涨2.05%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300080 | 易成新能 | 5.88 | 20.00% | 129.23万 | | 7.24亿 | | 688717 | 艾罗能源 | 82.90 | 10.53% | 10.94万 | | 8.99亿 | | 300827 | 上能电气 | 35.33 | 8.94% | 77.75万 | | 27.28亿 | | 688147 | 微导纳米 | 56.28 | 7.10% | ● 15.48万 | | 8.43亿 | | 600732 | 爱旭股份 | 16.41 | 6.08% | 70.92万 | | 11.47亿 | | 002056 | 横店东磁 | 20.49 | 6.06% | 89.59万 | | 18.40 ...

Group 1 - The storage sector is experiencing strong growth, with the ChiNext New Energy ETF (159368) rising by 3.92%, and key stocks like Hunan YN Energy increasing over 17% [1] - Domestic demand for energy storage cells is robust, with leading battery companies operating at full capacity and some orders extending into early next year [1] - The goal set by the "Special Action Plan for Large-Scale Construction of New Energy Storage" aims for a storage installation capacity of over 180 million kilowatts by 2027, potentially driving new project investments of approximately 250 billion yuan [1] Group 2 - The ChiNext New Energy ETF (159368) is the largest ETF tracking the ChiNext New Energy Index, covering various sectors including batteries and photovoltaics [2] - This ETF has the highest elasticity with a potential increase of up to 20%, and the lowest fee rate, with a combined management and custody fee of only 0.2% [2] - As of September 26, 2025, the ETF's scale reached 1.009 billion yuan, with an average daily trading volume of 65.75 million yuan over the past month, and it has a storage component of 51% and a solid-state battery component of 23.6% [2]