Investment Rating - The report assigns a "Buy" rating for the company with a target price of 285.7 CNY, based on a 2026 PE of 40x [5][41]. Core Insights - The company specializes in high-power charging modules and has a strong focus on research and development, with a light asset model that emphasizes core technology and new product development [1][33]. - The company has significant growth potential in the downstream market, particularly in data centers, as high-voltage direct current (HVDC) power modules can be utilized in this sector [1][32]. - The company has established a strong customer base, including well-known domestic and international clients, which enhances its market position [29]. Summary by Sections Business Overview - The company primarily operates in the charging module sector, focusing on high-power modules and expanding its business from domestic to international markets [11][12]. - The product structure is evolving, with a notable increase in the revenue share of 40kW modules, which accounted for 50% of total revenue in 2024, reflecting a year-on-year growth of 155% [20][12]. Financial Performance - Revenue projections for 2025-2027 are estimated at 13.5 billion, 16.2 billion, and 19.5 billion CNY, with corresponding growth rates of -10%, 20%, and 20% [38][39]. - The company expects a decline in net profit in 2025 to 2.0 billion CNY, followed by a recovery with growth rates of 48% and 37% in 2026 and 2027, respectively [38][39]. Market Position and Customer Base - The company has a high overseas revenue share, with Europe being the largest market, contributing 52% of total revenue in 2022 [12][24]. - Major clients include Wanbang Digital, ABB, and BTC POWER, which collectively account for 33% of the company's revenue in 2024 [29][31]. Research and Development - The company invests heavily in R&D, with a research expense ratio of 7.3% in 2024, significantly higher than sales and management expense ratios [33][34]. - The focus on R&D supports the development of innovative products and enhances the company's competitive edge in the market [33][23]. Industry Outlook - The power module industry has strong growth potential, particularly in the data center sector, as the shift from AC to DC power supply is expected to drive demand for HVDC products [32][1]. - The company's light asset model allows for flexibility and efficiency in operations, with most production processes outsourced [33][1].

Core Insights - On September 10, Youyou Green Energy's stock rose by 5.27%, with a trading volume of 471 million yuan [1] - The company reported a net financing purchase of 40.64 million yuan on the same day, with a total financing balance of 170 million yuan, representing 9.81% of its market capitalization [1] - As of June 30, 2025, Youyou Green Energy achieved a revenue of 723 million yuan, a slight increase of 0.11% year-on-year, while its net profit decreased by 24.78% to 105 million yuan [2] Financing and Trading Activity - On September 10, Youyou Green Energy had a financing buy-in of 83.65 million yuan, with a total financing balance of 170 million yuan [1] - The company had no short selling activity on the same day, with zero shares sold or repaid [1] Company Overview - Youyou Green Energy, established on August 20, 2015, is located in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of core components for direct current charging equipment for new energy vehicles [1] - The company's main business revenue composition is 96.15% from charging modules and 3.85% from other sources [1] Shareholder Information - As of June 30, 2025, Youyou Green Energy had 13,500 shareholders, a decrease of 3.26% from the previous period, with an average of 602 circulating shares per shareholder, an increase of 3.37% [2] - The company has distributed a total of 50.4 million yuan in dividends since its A-share listing [3]

资料显示，深圳市优优绿能股份有限公司位于广东省深圳市光明区玉塘街道田寮社区同观路华力特工业 园第1栋301，成立日期2015年8月20日，上市日期2025年6月5日，公司主营业务涉及公司是专业从事新 能源汽车直流充电设备核心部件研发、生产和销售的国家高新技术企业。主营业务收入构成为：充电模 块96.15%，其他3.85%。 从优优绿能十大流通股东角度 数据显示，汇添富基金旗下1只基金位居优优绿能十大流通股东。汇添富环保行业股票（000696）二季 度新进十大流通股东，持有股数5.33万股，占流通股的比例为0.65%。根据测算，今日浮盈赚取约55.91 万元。连续3天上涨期间浮盈赚取168.37万元。 汇添富环保行业股票（000696）成立日期2014年9月16日，最新规模14.91亿。今年以来收益16.84%，同 类排名2634/4222；近一年收益33.09%，同类排名3098/3798；成立以来收益80.91%。 9月10日，优优绿能涨5.19%，截至发稿，报212.50元/股，成交2.15亿元，换手率12.72%，总市值89.25 亿元。优优绿能股价已经连续3天上涨，区间累计涨幅18.54%。 汇添富环 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：贺翀 ） 格隆汇9月9日丨优优绿能(301590.SZ)公布，近日，深圳交易集团有限公司土地矿业权业务分公司 受出让方委托，以挂牌方式公开出让相关土地使用权，经公开交易，出让方确认公司竞得该土地使用 权。现公司已与深圳交易集团有限公司土地矿业权业务分公司签订《成交确认书》(深土交成(2025)30 号)。宗地号A501-0093，成交价格人民币3,720.00万元。 ...

格隆汇9月9日丨优优绿能(301590.SZ)公布，近日，深圳交易集团有限公司土地矿业权业务分公司受出 让方委托，以挂牌方式公开出让相关土地使用权，经公开交易，出让方确认公司竞得该土地使用权。现 公司已与深圳交易集团有限公司土地矿业权业务分公司签订《成交确认书》(深土交成(2025)30号)。宗 地号A501-0093，成交价格人民币3,720.00万元。 ...

证券代码：301590 证券简称：优优绿能 公告编号：2025-039 1、受托方：深圳交易集团有限公司土地矿业权业务分公司 深圳市优优绿能股份有限公司 关于竞得相关土地使用权并签署成交确认书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 深圳市优优绿能股份有限公司（以下简称"公司"）于2025年7月17日召开 了第一届董事会第二十五次会议和第一届监事会第二十四次会议，审议通过了 《关于投资建设新能源汽车充放电设备智能制造基地项目的议案》《关于超募资 金用于新能源汽车充放电设备智能制造基地项目前期建设的议案》，公司拟通过 购置土地2万平方米建设计容建筑面积约9.5万平方米的智能制造产业基地，同意 公司将超募资金14,379.13万元（包括后续超募资金及其产生的利息、现金管理 收益等，具体金额以实际转出时的金额为准）用于公司新能源汽车充放电设备智 能制造基地项目的前期建设投入，其中《关于超募资金用于新能源汽车充放电设 备智能制造基地项目前期建设的议案》已经公司2025年7月30日召开的2025年第 一次临时股东大会审议通过。具体内容详见公司2025年7月19 ...

资金流向方面，今日该股主力资金净流出133.65万元，其中，特大单净流入3301.73万元，大单资金净流 出3435.38万元。近5日主力资金净流出480.62万元。（数据宝） 优优绿能9月8日交易公开信息 | 买/卖 | | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | --- | | 买一 | 深股通专用 | | 5199.76 | 5634.99 | | 买二 | 机构专用 | | 2255.98 | 179.17 | | 买三 | 机构专用 | | 2171.16 | 1597.41 | | 买四 | 机构专用 | | 1641.93 | 596.27 | | 买五 | | 华泰证券股份有限公司北京东三环北路证券营业部 | 1501.53 | 0.00 | | 卖一 | 深股通专用 | | 5199.76 | 5634.99 | | 卖二 | 机构专用 | | 862.62 | 2424.34 | | 卖三 | 机构专用 | | 2171.16 | 1597.41 | | 卖四 | 机构专用 | | 0.00 | 1407.75 | ...

Market Performance - The other power equipment sector increased by 4.22% on September 5, with Haidao Sichuang leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Stock Highlights - Haidao Sichuang (688411) closed at 180.20, with a rise of 14.92% and a trading volume of 71,200 shares, amounting to 1.218 billion yuan [1] - Xizi Clean Energy (002534) saw a 10.01% increase, closing at 14.07 with a trading volume of 287,500 shares [1] - Zhongheng Electric (002364) and Kehua Data (002335) both rose by 10.00%, closing at 25.19 and 55.00 respectively [1] Capital Flow - The other power equipment sector experienced a net inflow of 1.119 billion yuan from main funds, while retail investors saw a net outflow of 888.7 million yuan [2] - The main funds showed significant net inflows in stocks like Kehua Data (1.92 million yuan) and Zhongheng Electric (1.72 million yuan) [3] Individual Stock Performance - Kehua Data (002335) had a main fund net inflow of 1.92 million yuan, but retail investors had a net outflow of 94.98 million yuan [3] - Zhongheng Electric (002364) also saw a main fund net inflow of 1.72 million yuan, with retail investors experiencing a net outflow of 74.10 million yuan [3] - Haidao Sichuang (688411) had a main fund net inflow of 7.09 million yuan, while retail investors faced a net outflow of 35.87 million yuan [3]

Summary of Key Points Core Viewpoint - The latest financing balance of the ChiNext market is 469.46 billion yuan, showing a decrease of 3.18 billion yuan compared to the previous period, with 17 stocks experiencing a financing balance growth of over 10% and 23 stocks seeing a decline of over 10% [1]. Financing Balance Overview - As of September 4, the ChiNext index fell by 4.25%, with a total margin balance of 470.97 billion yuan, a decrease of 3.25 billion yuan from the previous trading day. The financing balance is 469.46 billion yuan, down by 3.18 billion yuan, while the securities lending balance is 1.51 billion yuan, down by 64.33 million yuan [1]. - Among the 445 stocks with increased financing balances, 17 stocks saw an increase of over 10%. The largest increase was for Shangneng Electric, with a financing balance of 738.61 million yuan, up by 60.76% [1][3]. Stocks with Increased Financing Balances - The stocks with the highest financing balance increases include: - Shangneng Electric: 738.61 million yuan, +60.76%, closing price 34.12 yuan, +13.32% [3]. - Baipusais: 94.00 million yuan, +18.99%, closing price 60.40 yuan, -7.79% [3]. - Kailong Gaoke: 46.23 million yuan, +16.27%, closing price 15.29 yuan, +0.92% [3]. - The average increase for stocks with over 10% growth was 1.22%, with notable performers including Shangneng Electric, Pinwo Food, and Penghui Energy [1]. Stocks with Decreased Financing Balances - A total of 498 stocks saw a decrease in financing balances, with 23 stocks experiencing a decline of over 10%. The largest decrease was for Boyuan Shares, with a financing balance of 11.83 million yuan, down by 37.80% [4]. - Other significant declines include: - Songsheng Shares: 7.55 million yuan, -32.62% [4]. - Youyou Green Energy: 11.74 million yuan, -30.99% [4]. Capital Flow Analysis - On September 4, among the stocks with increased financing balances, 11 stocks saw net inflows of main funds, with Penghui Energy and Shangneng Electric leading with net inflows of 139 million yuan and 133 million yuan, respectively [2]. - Conversely, six stocks experienced net outflows, with Xian Dao Intelligent and Baipusais seeing the largest outflows of 192 million yuan and 22.51 million yuan, respectively [2].

Market Overview - The other power equipment sector experienced a decline of 2.48% on September 4, with Tonghe Technology leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Key stocks in the other power equipment sector showed varied performance, with Hailan Technology rising by 5.89% to a closing price of 156.80, while Tonghe Technology fell by 6.96% to 33.96 [2] - Other notable declines included Zhongheng Electric (-6.64%), Magpow (-6.37%), and Kehua Data (-5.55%) [2] Trading Volume and Capital Flow - The total trading volume for the other power equipment sector was significant, with Tonghe Technology recording a transaction amount of 6.97 billion [2] - The sector saw a net outflow of 1.48 billion from institutional investors, while retail investors contributed a net inflow of 1.3 billion [2][3] Individual Stock Capital Flow - Specific stocks like Rongfa Nuclear Power and Keda experienced negative net inflows from institutional investors, while Keda saw a positive net inflow from retail investors [3] - The capital flow data indicates a mixed sentiment among different investor types, with retail investors showing more interest in certain stocks despite overall sector declines [3]