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. ...

机构持仓方面，截止2025年9月30日，宇邦新材十大流通股东中，国寿安保智慧生活股票A （001672）、万家新利（519191）退出十大流通股东之列。 融资方面，宇邦新材当日融资买入4971.64万元。当前融资余额2.49亿元，占流通市值的5.18%，融资余 额超过近一年90%分位水平，处于高位。 截至9月30日，宇邦新材股东户数1.28万，较上期减少4.22%；人均流通股8171股，较上期增加4.41%。 2025年1月-9月，宇邦新材实现营业收入22.60亿元，同比减少8.75%；归母净利润5275.27万元，同比增 长13.63%。 分红方面，宇邦新材A股上市后累计派现5778.80万元。 1月26日，宇邦新材跌1.71%，成交额3.21亿元。两融数据显示，当日宇邦新材获融资买入额4971.64万 元，融资偿还2388.90万元，融资净买入2582.73万元。截至1月26日，宇邦新材融资融券余额合计2.50亿 元。 融券方面，宇邦新材1月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量7600.00股，融券余额33.23万元，超过近一年90%分位水平，处于 ...

Core Viewpoint - The photovoltaic equipment sector experienced a significant increase, with a 2.09% rise on January 16, led by Yubang New Materials, while the overall market indices showed slight declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4101.91, down 0.26%, and the Shenzhen Component Index closed at 14281.08, down 0.18% [1]. - Yubang New Materials led the gains in the photovoltaic equipment sector with a closing price of 44.98, reflecting a 17.20% increase [1]. - Other notable performers included Jing Sheng Mechanical and Electrical with a 9.12% increase, and Jun Da Co., which rose by 8.57% [1]. Group 2: Trading Volume and Value - Yubang New Materials had a trading volume of 145,100 shares, resulting in a transaction value of 621 million yuan [1]. - Jing Sheng Mechanical and Electrical recorded a trading volume of 673,000 shares with a transaction value of 2.771 billion yuan [1]. - Jun Da Co. had a trading volume of 364,200 shares, leading to a transaction value of 3.174 billion yuan [1]. Group 3: Capital Flow - The photovoltaic equipment sector saw a net inflow of 2.699 billion yuan from main funds, while retail funds experienced a net outflow of 1.645 billion yuan [2]. - Major stocks like Yangguang Electric Power and Maiwei Co. had significant net inflows from main funds, indicating strong institutional interest [3]. - Conversely, stocks like Yijingsheng Electric and Aerospace Mechanical experienced notable net outflows from retail investors, suggesting a shift in sentiment [2][3].

Core Viewpoint - The A-share market is experiencing a slight decline, with the Shanghai Composite Index at 4104.22 points, down 0.20% and trading below the five-day moving average, while the total trading volume is 25,230.04 billion yuan [1]. Group 1: Market Performance - As of 1:59 PM, the Shanghai Composite Index is at 4104.22 points, reflecting a decrease of 0.20% [1]. - The total trading volume in the A-share market is reported at 25,230.04 billion yuan [1]. Group 2: Stocks Exceeding Five-Day Moving Average - A total of 778 A-shares have surpassed the five-day moving average today [1]. - Notable stocks with significant deviation rates include: - Tianyue Advanced (乖离率 15.31%) with a price increase of 20.00% [1]. - Fusa Technology (乖离率 15.11%) also increased by 20.00% [1]. - Huning Co. (乖离率 15.00%) with a 20.00% rise [1]. - Other stocks with smaller deviation rates include: - Weibohydraulic, Jinyinhe, and Ecovacs, which have just crossed the five-day moving average [1].

Group 1 - The company, Yubang New Materials (301266.SZ), has established partnerships with clients in several European countries, including Turkey, Switzerland, Belgium, and France [1]

Core Viewpoint - Suzhou Yubang New Materials Co., Ltd. is actively engaging with institutional investors to discuss the impact of fluctuations in non-ferrous metal prices and the adjustment of export tax policies for photovoltaic products [1][3]. Group 1: Investor Relations Activity - The investor relations activity was categorized as a specific object survey, held on January 13, 2026, from 16:30 to 17:30 in the company's conference room [2]. - Participating institutions included Guofu Life, Bosera Fund, and Guolian Minsheng Securities, with representatives from these institutions present [2]. - Company representatives included the director, deputy general manager, and board secretary, who addressed relevant questions [2]. Group 2: Non-Ferrous Metal Price Fluctuations - The company has established a dedicated team to continuously monitor and analyze market dynamics related to the price fluctuations of copper and tin [3]. - The company aims to proactively respond to potential risks and mitigate the impact of price volatility on its production and operations [3]. Group 3: Impact of Export Tax Policy Adjustment - The company believes that the cancellation of the export tax rebate policy for photovoltaic products will accelerate the transformation and upgrading of the solar industry in the long term [3]. - This policy adjustment is expected to eliminate outdated production capacity and promote a healthier and more sustainable industry development [3]. - The adjustment may guide companies to focus on technological innovation and cost control, thereby enhancing overall industry competitiveness [3].

Core Viewpoint - Company has established a dedicated team to continuously analyze the price trends of non-ferrous metals such as copper and tin to mitigate the impact of price fluctuations on its operations [1] Group 1 - The company is focused on the price volatility of non-ferrous metals [1] - A specialized team has been formed to monitor and analyze metal price trends [1] - The aim is to reduce the operational impact caused by price fluctuations [1]

Core Viewpoint - The cancellation of export tax rebates for photovoltaic products is expected to promote the solar industry towards a healthier and more sustainable direction in the long term [1] Group 1 - Company expressed that the removal of export tax rebates will benefit the solar industry [1]

Group 1: Market Response - The company has established a dedicated team to continuously analyze the price trends of non-ferrous metals, particularly copper and tin, to mitigate the impact of price fluctuations on its operations [1]. - Recent significant price volatility in copper and tin has prompted the company to implement measures to address these changes [1]. Group 2: Policy Impact - The company views the cancellation of export tax rebates for photovoltaic products as beneficial in the long term, as it encourages the solar industry to develop in a healthier and more sustainable direction [1]. Group 3: Investor Relations - The investor relations activity took place on January 13, 2026, from 16:30 to 17:30, in the company meeting room, attended by representatives from various investment firms [1]. - No undisclosed significant information was involved in this activity [1].