证券日报网讯2月25日，泽润新能（301636）在互动平台回答投资者提问时表示，截至2026年2月13日， 公司股东总户数为9413户。 ...

Investment Rating - The report maintains an "Overweight" rating for the power equipment and new energy industry [2] Core Insights - The State Council issued the "Implementation Opinions on Improving the National Unified Electricity Market System," aiming to establish a unified electricity market by 2030, with market transactions accounting for about 70% of total electricity consumption [4][40] - The report highlights the performance of the power equipment sector, which has seen a year-to-date increase of 9.76%, outperforming the CSI 300 index by 7.82 percentage points [11][14] - The report emphasizes the importance of new operational entities like virtual power plants and smart microgrids in participating flexibly in the electricity market [45] Summary by Sections Market Review - As of February 12, 2026, the power equipment sector rose by 4.97% over the past two weeks, ranking third among 31 sectors [11] - The wind power equipment sector decreased by 3.07%, while the photovoltaic equipment sector increased by 3.93% [18][20] Valuation and Industry Data - As of February 12, 2026, the price-to-earnings (PE) ratio for the power equipment sector is 36.66 times, with sub-sectors like the battery sector at 33.19 times and the photovoltaic sector at 34.99 times [25] - The report provides detailed valuation metrics for various sub-sectors, indicating significant variations in PE ratios compared to their historical averages [25] Industry News - The report discusses the significant growth in renewable energy installations, with a total installed capacity of 2.34 billion kilowatts by the end of 2025, accounting for 60% of the national power generation capacity [40] - It also notes the government's focus on upgrading traditional industries and promoting new energy sectors, including hydrogen energy [40] Company Announcements - The report includes recent announcements from companies in the sector, such as government subsidies received by various firms, indicating ongoing support for the industry [43]

证券日报网讯 2月11日，泽润新能在互动平台回答投资者提问时表示，公司已在美国设立子公司，公司 正在根据市场需求筹划美国子公司运营相关事宜。 （文章来源：证券日报） ...

证券日报网讯 2月11日，泽润新能在互动平台回答投资者提问时表示，截至2026年2月10日，公司股东 总户数为13014户。 （文章来源：证券日报） ...

每经AI快讯，有投资者在投资者互动平台提问：关注到贵司此前披露拟在美国设立全资子公司，想了 解公司是否有在美国规划光伏制造工厂的计划。 （记者 张海妮） 泽润新能（301636.SZ）2月11日在投资者互动平台表示，公司已在美国设立子公司，公司正在根据市场 需求筹划美国子公司运营相关事宜。 ...

每经AI快讯，泽润新能发布公告称，2026年2月9日、10日，泽润新能接受宝盈基金等投资者调研，公 司董事、董事会秘书、财务总监王亮参与接待，并回答了投资者提出的问题。 （记者 王晓波） 每经头条（nbdtoutiao）——10倍价差刷屏！"外国人来华就医"火了，三位亲历者这样说⋯⋯ ...

南财智讯2月10日电，泽润新能在投资者关系活动中表示，公司在光伏组件接线盒领域具备全制程ODM 服务能力，能够配合客户提供的技术参数和特殊需求自主研发和设计个性化产品，开发配套的生产制造 技术并投入自动化生产，且在ODM产品量产后跟随客户的技术演变持续升级优化产品；报告期内，公 司与客户A、客户B、客户C主要是ODM的服务模式。 ...

Group 1: Financial Performance - The company's photovoltaic junction box products have a higher gross margin primarily due to a relatively high proportion of overseas business, which has a higher gross margin compared to domestic business [2] Group 2: Overseas Business and Clients - Major North American clients include: 1. Client A (a globally recognized thin-film module supplier, partnership established in 2019) 2. Client B (a well-known U.S. electric vehicle and clean energy company, partnership established in 2017) 3. Client C (a well-known crystalline silicon photovoltaic supplier, partnership established in 2022) The company serves as a major supplier in the supply chains of these clients [2] Group 3: Production Capacity and Strategy - The company has established a production base in Thailand, which will begin mass production in June 2024, focusing on crystalline junction boxes, thin-film junction boxes, and micro-inverter interconnection harnesses. This base aims to leverage local advantages to reduce production costs and expand market share in the Middle East, Europe, and South Asia [2] Group 4: Competitive Advantages - The company maintains competitive advantages in overseas service operations and ODM (Original Design Manufacturer) capabilities, which allow for personalized product development and continuous upgrades based on client needs. This has led to strong relationships with major clients [2] Group 5: Future Developments - The company is monitoring trends in space photovoltaic applications and is considering future research and technical reserves related to satellite solar wings, focusing on challenges such as lightweight design and high reliability [3] - In the electric vehicle sector, the company is developing components for auxiliary power battery boxes and plans to continue innovating in the field of electrical connections and protection [3]

光伏设备板块跳水，泽润新能跌超7%，同享科技、双良节能、高测股份、帝科股份等跟跌。 ...

截至1月30日，泽润新能股东户数8644.00，较上期减少5.65%；人均流通股1847股，较上期增加5.99%。 2025年1月-9月，泽润新能实现营业收入6.33亿元，同比减少1.80%；归母净利润5295.54万元，同比减少 46.80%。 分红方面，泽润新能A股上市后累计派现3193.39万元。 融券方面，泽润新能2月6日融券偿还100.00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5172.00股，融券余额53.73万元。 资料显示，江苏泽润新能科技股份有限公司位于江苏省常州市金坛区直溪镇亚溪路16号，成立日期2017 年3月16日，上市日期2025年5月16日，公司主营业务涉及新能源电气连接、保护和智能化技术。主营业 务收入构成为：光伏组件接线盒84.34%，配件及其他12.84%，其他(补充)2.82%。 2月6日，泽润新能涨12.19%，成交额8.47亿元。两融数据显示，当日泽润新能获融资买入额8285.12万 元，融资偿还6845.01万元，融资净买入1440.11万元。截至2月6日，泽润新能融资融券余额合计9891.95 万元。 声明：市场有风险，投资需谨慎。 ...