每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ （记者 王晓波） 每经AI快讯，首航新能（SZ 301658，收盘价：31.49元）10月28日晚间发布三季度业绩公告称，2025年 前三季度营收约17.46亿元，同比减少14.66%；归属于上市公司股东的净利润约1.14亿元，同比减少 47.57%；基本每股收益0.29元，同比减少50.85%。 截至发稿，首航新能市值为130亿元。 ...

证券代码：301658 证券简称：首航新能 公告编号：2025-037 2、资产减值损失 单位：元 | | 本期发生额 | | --- | --- | | 项目 | | | | （损失以"-"号填列） | 深圳市首航新能源股份有限公司 关于2025年前三季度计提减值准备的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 深圳市首航新能源股份有限公司（以下简称"公司"）根据《深圳证券交易所 创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业 板上市公司规范运作》《企业会计准则》及公司会计政策、会计估计的相关规定 的要求，为真实反映公司的财务状况、资产价值及经营成果，基于谨慎性原则， 公司对截至 2025 年 9 月 30 日合并报表范围内可能发生减值损失的相关资产计提 相应的减值准备。现将具体情况公告如下： 一、本次计提减值准备情况概述 2025 年前三季度公司计提信用减值损失 19,962,178.56 元，资产减值损失 21,496,514.83 元，合计 41,458,693.39 元，具体明细如下： 1、信用减值损失 单位：元 ...

深圳市首航新能源股份有限公司 2025 年第三季度报告 证券代码：301658 证券简称：首航新能 公告编号：2025-036 深圳市首航新能源股份有限公司 2025 年第三季度报告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 深圳市首航新能源股份有限公司 2025 年第三季度报告 （二） 非经常性损益项目和金额 适用 □不适用 | | | 单位：元 | | | --- | --- | --- | --- | | 项目 | 本报告期金额 | 年初至报告期期末金额 | 说明 | | 非流动性资产处置损益（包 | | | | | 括已计提资产减值准备的冲 | 1,055,263.73 | 1,446,998.84 | | | 销部分） ...

Core Insights - The stock of Shihang New Energy experienced a slight increase of 0.09% on October 14, with a trading volume of 182 million yuan [1] - The company reported a net financing outflow of 8.36 million yuan on the same day, with a total financing balance of 98.45 million yuan, representing 7.18% of its market capitalization [1] - Shihang New Energy specializes in the research, production, sales, and service of renewable energy power equipment, focusing on solar energy conversion, storage, and management [1] Financial Performance - For the first half of 2025, Shihang New Energy achieved a revenue of 1.113 billion yuan, a year-on-year decrease of 24.26% [2] - The net profit attributable to the parent company for the same period was 91.225 million yuan, reflecting a year-on-year decline of 30.14% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Shihang New Energy was 22,900, a decrease of 39.02% from the previous period [2] - The average number of circulating shares per shareholder increased by 63.99% to 1,693 shares [2] - The company has distributed a total of 51.9588 million yuan in dividends since its A-share listing [3]

Core Viewpoint - Company disclosed that it follows regulations to report shareholder data in its periodic reports, urging investors to pay attention to these disclosures [1] Group 1 - Company responded to investor inquiries on its interactive platform regarding shareholder data [1] - Company emphasized the importance of reviewing its periodic reports for accurate information [1]

Group 1 - The company Shouhang New Energy (SZ 301658) announced that approximately 2.5091 million restricted shares will be unlocked and listed for trading on October 9, 2025, accounting for 0.61% of the total share capital [1] - For the first half of 2025, the company's revenue composition shows that the photovoltaic industry accounts for 99.66%, while other businesses account for 0.34% [1] - As of the report date, the market capitalization of Shouhang New Energy is 13.8 billion yuan [2]

证券代码：301658 证券简称：首航新能 公告编号：2025-035 深圳市首航新能源股份有限公司 关于首次公开发行网下配售限售股上市流通的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次上市流通的限售股份为深圳市首航新能源股份有限公司（以下简称 "公司"、"发行人"）首次公开发行网下配售限售股份。 2、本次解除限售的股东户数共计 6,256 户，解除限售的股份数量合计为 2,509,105 股，占公司总股本的 0.61%，限售期为自公司股票首次公开发行并在深 圳证券交易所上市之日起 6 个月。 3、本次解除限售股份上市流通日期为 2025 年 10 月 9 日（星期四）（原定上 市流通日 2025 年 10 月 2 日为非交易日，故顺延至下一交易日）。 一、首次公开发行网下配售股份概况 经中国证券监督管理委员会《关于同意深圳市首航新能源股份有限公司首次 公开发行股票注册的批复》（证监许可〔2025〕273 号）同意，并经深圳证券交 易所同意，公司首次公开发行人民币普通股（A 股）4,123.7114 万股，并于 2025 年 ...

国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为 深圳市首航新能源股份有限公司（以下简称"首航新能"或"公司"）首次公开 发行股票并在创业板上市及持续督导的保荐机构，根据《证券发行上市保荐业务 管理办法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自 律监管指引第 2 号——创业板上市公司规范运作》《深圳证券交易所上市公司自 律监管指引第 13 号——保荐业务》等法律法规的相关规定，对首航新能首次公 开发行部分限售股上市流通事项进行了核查，核查情况及核查意见如下： 国泰海通证券股份有限公司 关于深圳市首航新能源股份有限公司 首次公开发行部分限售股上市流通的核查意见 本次上市流通的限售股属于公司首次公开发行形成的限售股，自公司首次公 开发行股票限售股形成后至本核查意见出具日，公司未发生因分配、公积金转增 等导致股本数量发生变化的情形。 一、本次上市流通的限售股类型 三、本次上市流通的限售股的有关承诺 根据公司《首次公开发行股票并在创业板上市之上市公告书》，本次申请解 除限售的网下发行投资者均受限于如下限售安排："网下发行部分采用比例限售 方式，网下投资者应当承诺其获配股票数量的 ...

Group 1 - The core viewpoint of the report indicates that 2024-2025 may represent a bottoming period for profitability in the solar energy storage industry, with performance differentiation among companies signaling potential investment opportunities [1] - The demand for solar energy installations globally is driven by grid parity and energy transition, while the supply side is experiencing losses from old capacities and delays in new projects due to intense competition [1] - The report highlights that each round of demand-driven production increases serves as a critical validation point for the evolution of the industry cycle, with inverters leading the recovery due to higher competitive barriers [1] Group 2 - In August 2025, China's total export value of solar cell modules reached $2.921 billion, a year-on-year increase of 19.8% and a month-on-month increase of 31.4%, with an estimated export volume of 40.42 GW [1] - The export of solar battery modules to Europe in August was 11.61 GW, showing a year-on-year increase of 39.41% and a month-on-month increase of 23.84%, marking two consecutive months of positive growth [1] - Emerging markets are flourishing, with exports of battery modules outside Europe reaching 28.81 GW, a year-on-year increase of 67.77% and a month-on-month increase of 36.54% [1] Group 3 - In August 2025, the total export value of inverters from China was $878 million, with a year-on-year increase of 1.93% but a month-on-month decrease of 3.63% [2] - The export scale of inverters reached 3.8461 million units in August, reflecting a year-on-year decrease of 27.26% and a month-on-month decrease of 16.39% [2] - The report notes that while overseas distribution channels are adjusting, high-priced household and commercial energy storage products remain in demand, particularly in provinces like Zhejiang and Jiangsu [2]

Group 1 - The core viewpoint of the news is that Shihang New Energy has experienced a decline in stock price and trading volume, with significant changes in financing and shareholder structure [1][2] - On September 18, Shihang New Energy's stock fell by 2.41%, with a trading volume of 315 million yuan, and a net financing outflow of 705.78 million yuan [1] - As of September 18, the total balance of margin trading for Shihang New Energy was 109 million yuan, accounting for 7.73% of its market capitalization [1] Group 2 - As of June 30, the number of shareholders for Shihang New Energy was 22,900, a decrease of 39.02% compared to the previous period, while the average circulating shares per person increased by 63.99% to 1,693 shares [2] - For the first half of 2025, Shihang New Energy reported a revenue of 1.113 billion yuan, a year-on-year decrease of 24.26%, and a net profit attributable to shareholders of 91.225 million yuan, down 30.14% year-on-year [2] - Since its A-share listing, Shihang New Energy has distributed a total of 51.9588 million yuan in dividends [3]