金融界消息 截至2025年8月12日收盘，首航新能（301658）报收于35.6元，上涨2.77%，换手率 28.44%，成交量11.01万手，成交金额3.86亿元。 资金流向方面，今日主力资金净流入1249.97万元，占比成交额3.24%。其中，超大单净流出404.16万 元、占成交额1.05%，大单净流入1654.13万元、占成交额4.28%，中单净流出流入1198.26万元、占成交 额3.1%，小单净流出2448.23万元、占成交额6.34%。 来源：金融界 通过天眼查大数据分析，深圳市首航新能源股份有限公司共对外投资了4家企业，参与招投标项目265 次，知识产权方面有商标信息13条，专利信息250条，此外企业还拥有行政许可24个。 首航新能最新一期业绩显示，截至2025一季报，公司营业总收入6.55亿元、同比减少9.03%，归属净利 润5248.42万元，同比增长7.01%，扣非净利润6016.92万元，同比增长40.55%，流动比率2.247、速动比 率1.857、资产负债率35.86%。 天眼查商业履历信息显示，深圳市首航新能源股份有限公司，成立于2013年，位于深圳市，是一家以从 事电气机械和器 ...

Group 1 - The core viewpoint of the news is that Shihang New Energy (301658) has shown a slight increase in stock price, with a trading volume of 79,000 hands and a total transaction amount of 271 million yuan as of August 11, 2025 [1] - The company's latest quarterly report indicates a total operating revenue of 655 million yuan, a year-on-year decrease of 9.03%, while the net profit attributable to shareholders is 52.48 million yuan, reflecting a year-on-year increase of 7.01% [1] - The company's financial ratios include a current ratio of 2.247, a quick ratio of 1.857, and a debt-to-asset ratio of 35.86% [1] Group 2 - Shihang New Energy has made investments in 4 companies and participated in 265 bidding projects [2] - The company holds 13 trademark registrations and 250 patent applications, along with 24 administrative licenses [2]

Market Overview - As of August 8, the Shanghai Composite Index closed at 3635.13 points, with a decline of 0.12%. The Shenzhen Component Index closed at 11128.67 points, down 0.26%, and the ChiNext Index closed at 2333.96 points, decreasing by 0.38% [1]. Trading Volume Analysis - A total of 1991 stocks saw an increase in average transaction volume, with 51 stocks experiencing a growth of over 50%. Conversely, 2561 stocks reported a decrease in average transaction volume [1]. - Notable stocks with significant increases in average transaction volume include Yingfeng Co., Wushang Group, and Xinjiang Jiaojian, among others [1]. Active Stocks by Transaction Volume - The stocks with the highest increase in average transaction volume on August 8 include: - Yingfeng Co. (10.00% increase, average transaction of 2280 shares, up 215.14%) - Wushang Group (9.98% increase, average transaction of 4047 shares, up 210.35%) - Xinjiang Jiaojian (10.04% increase, average transaction of 1736 shares, up 122.79%) [1]. Active Stocks by Transaction Count - The stocks with the highest increase in transaction count include: - Beiwai Technology (-8.78% decrease, 196949 transactions, up 5997.49%) - ST Chenming (0.00% change, 27275 transactions, up 1249.58%) - Jereh Group (2.42% increase, 73576 transactions, up 791.07%) [2]. Stocks with Significant Increases in Both Volume and Count - Zhenghong Technology showed a notable increase with a 10.05% rise, an average transaction of 1922 shares (up 94.29%), and 41408 transactions (up 257.37%) [3]. - Other stocks with significant increases in both metrics include: - Wai Fu Holdings (3.96% increase, 1228 shares, up 91.86%, 57601 transactions, up 303.59%) - Xiehe Industrial (10.03% increase, 999 shares, up 90.46%, 25210 transactions, up 123.12%) [4].

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 300274 | 阳光电源 | 79.68 | 6.51% | | 301658 | 首航新能 | 34.32 | 3.47% | | 301168 | 通灵股份 | 39.94 | 3.34% | | 688556 | 富测股份 | 12.34 | 2.83% | | 688717 | 艾罗能源 | 59.16 | 2.58% | | 300827 | 上能电气 | 23.72 | 2.51% | | 834770 | 艾能聚 | 19.61 | 2.40% | | 300763 | 锦浪科技 | 59.56 | 2.16% | | 300724 | 捷佳伟创 | 66.79 | 1.89% | | 300776 | 帝尔激光 | 67.69 | 1.87% | 责任编辑：栎树 A股光伏设备股普遍上涨，其中，权重股阳光电源涨6.5%，首航新能、通灵股份涨超3.3%，高测股份涨 近3%，上能电气、艾罗能源涨2.5%，锦浪科技、艾能聚涨超2%。 消息上，中国光伏行业协会日前发布通知称，国家发展改革委、市场 ...

消息上，中国光伏行业协会日前发布通知称，国家发展改革委、市场监管总局研究起草了《价格法修正 草案（征求意见稿）》，并于近期面向社会公开征求意见。 国盛证券杨润思认为，光伏在反内卷的背景之下，产业链价格修复是必然趋势，预计多晶硅价格有望回 归到行业成本价之上，同时供给侧的出清政策也有望跟进出炉。随着多晶硅料价格上涨，建议持续关注 下游产业链硅片、电池片、组件等各环节的价格修复机会和弹性。(格隆汇) A股光伏设备股普遍上涨，其中，权重股阳光电源涨6.5%，首航新能、通灵股份涨超3.3%，高测股份涨 近3%，上能电气、艾罗能源涨2.5%，锦浪科技、艾能聚涨超2%。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 300274 | 阳光电源 | 79.68 | 6.51% | | 301658 | 首航新能 | 34.32 | 3.47% | | 301168 | 通灵股份 | 39.94 | 3.34% | | 688556 | 高测股份 | 12.34 | 2.83% | | 688717 | 艾罗能源 | 59.16 | 2.58% | | 30082 ...

Market Performance - The ChiNext Index rose by 0.22%, closing at 2189.58 points, with a total trading volume of 419.45 billion yuan, a decrease of 16.05 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 563 stocks closed higher, with 12 stocks rising over 10%, including Puli Software and New City, which hit the daily limit [1] Turnover Rate - The average turnover rate for the ChiNext today was 4.19%, with 64 stocks having a turnover rate exceeding 20% [1] - C Tongyu, a newly listed stock, had the highest turnover rate at 83.97%, closing up by 128.05% with a trading volume of 1.624 billion yuan [1][2] Institutional Activity - A total of 12 high turnover rate stocks appeared on the Dragon and Tiger List, with institutional participation noted in all of them [3] - Notable net purchases by institutions included Huijin Co. with 12.36 million yuan and Puli Software with 7.82 million yuan [3] Capital Flow - Among high turnover stocks, C Tongyu, Silicon Treasure Technology, and Puli Software saw significant net inflows of 6.48 billion yuan, 2.29 billion yuan, and 2.19 billion yuan respectively [4] - Conversely, Sifang Precision, Huijin Co., and New Special Electric experienced substantial net outflows of 5.73 billion yuan, 1.68 billion yuan, and 1.64 billion yuan respectively [4] Earnings Forecast - Four high turnover stocks released half-year earnings forecasts, with three expecting profit increases [4] - Huizhong Co. is projected to have a net profit median of 41.01 million yuan, representing a 100% year-on-year increase [4]

Market Overview - As of July 10, the Shanghai Composite Index closed at 3509.68 points, up 16.63 points, with an increase of 0.48% [1] - The Shenzhen Component Index closed at 10631.13 points, up 49.33 points, with an increase of 0.47% [1] - The ChiNext Index closed at 2189.58 points, up 4.90 points, with an increase of 0.22% [1] Stock Performance - A total of 126 A-shares had a turnover rate exceeding 20%, with C Tongyu and Shouhang New Energy having turnover rates above 50% [1] - C Tongyu (stock code: 301630) had a closing price of 191.56 yuan, with a turnover rate of 83.97% and a price increase of 128.05% [1] - Shouhang New Energy (stock code: 301658) closed at 38.99 yuan, with a turnover rate of 62.76% and a slight decrease of 0.03% [1] - Xinling Electric (stock code: 301388) closed at 35.79 yuan, with a turnover rate of 58.94% and a decrease of 10.48% [1] - Other notable stocks with high turnover rates include Kuaijingtong, Longyang Electronics, and Yihua New Materials, with turnover rates ranging from 45.44% to 49.87% [1] Additional Stock Insights - The stock with the highest turnover rate was C Tongyu, followed by Shouhang New Energy and Xinling Electric, indicating significant trading activity [1] - The performance of stocks varied, with some experiencing substantial gains while others faced declines, reflecting market volatility [1]

Market Performance - The ChiNext Index rose by 0.16%, closing at 2184.67 points, with a total trading volume of 435.51 billion yuan, a decrease of 1.03 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 459 stocks closed higher, with 14 stocks rising over 10%, including Xincheng City, Tongguan Copper Foil, and Huizhong Shares, while 885 stocks closed lower, with 1 stock, *ST Zitian, hitting the daily limit down [1] Turnover Rate - The average turnover rate for the ChiNext today was 4.44%, with 58 stocks having a turnover rate exceeding 20% [1] - The highest turnover rate was seen in Xinling Electric, which closed up 4.96% with a turnover rate of 78.88% and a trading volume of 872 million yuan [1] Sector Analysis - Among the high turnover stocks, the electronics sector had the most representation, with 13 stocks listed, followed by the power equipment and machinery sectors with 8 and 6 stocks, respectively [2] Institutional Activity - Eight high turnover ChiNext stocks appeared on the Dragon and Tiger List, with institutional participation in seven of them [3] - Notable net purchases by institutions included New Special Electric with a net buy of 16.22 million yuan and Shouhang New Energy with a net buy of 11.73 million yuan [3] Capital Flow - In terms of capital flow, 26 high turnover stocks saw net inflows from main funds, with the highest inflows in Zhongwen Online, Tongguan Copper Foil, and Henggong Precision, amounting to 446 million yuan, 219 million yuan, and 138 million yuan, respectively [4] - Conversely, International Composite Materials, Tianyang Technology, and Zhongzhou Special Materials experienced significant net outflows of 375 million yuan, 286 million yuan, and 216 million yuan, respectively [4] Earnings Forecast - Among high turnover stocks, four companies released earnings forecasts for the first half of the year, with two expecting profit increases [4] - The highest projected net profit growth was for Chuanjin Nuo, with a median expected net profit of 178 million yuan, representing a year-on-year increase of 167.27% [4]

Group 1 - The stock of Shihang New Energy increased by 8.33% with a turnover rate of 76.54% and a trading volume of 1.141 billion yuan, showing a volatility of 18.98% [2] - Institutional investors net bought 11.7276 million yuan while the Shenzhen Stock Connect saw a net sell of 19.1120 million yuan, with a total net sell from brokerage seats amounting to 52.9288 million yuan [2] - The top five brokerage seats accounted for a total transaction of 226 million yuan, with a buying amount of 82.9074 million yuan and a selling amount of 143 million yuan, resulting in a net sell of 60.3132 million yuan [2] Group 2 - Over the past six months, the stock has appeared on the Dragon and Tiger list five times, with an average price increase of 2.99% the day after being listed and an average decline of 7.06% in the following five days [3] - The main capital flow for the stock showed a net outflow of 83.7093 million yuan today, with a significant outflow of 72.5048 million yuan from large orders [3] - The trading data from July 9 indicates that the top buying and selling brokerage seats included the Shenzhen Stock Connect and various institutional seats, with specific amounts detailed for each [3]

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The Electric Equipment sector saw a slight increase of 0.17% [1] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [1] - The Electronic sector had the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Electric Equipment Sector Performance - In the Electric Equipment sector, 358 stocks were tracked, with 99 stocks rising and 252 stocks declining; 5 stocks hit the daily limit up [2] - The top net inflow stock was Ningde Times, with a net inflow of 378 million yuan, followed by Tongguan Copper Foil and Kelu Electronics with inflows of 219 million yuan and 178 million yuan respectively [2] - The sector experienced a total net outflow of 4.576 billion yuan, with 11 stocks seeing outflows exceeding 100 million yuan; the largest outflows were from Rongfa Nuclear Power, Sunshine Power, and Nord Shares, with outflows of 327 million yuan, 250 million yuan, and 226 million yuan respectively [2][3] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Ningde Times: +2.84%, turnover rate 0.75%, main capital flow 377.94 million yuan - Tongguan Copper Foil: +20.02%, turnover rate 48.19%, main capital flow 218.52 million yuan - Kelu Electronics: +10.06%, turnover rate 7.49%, main capital flow 178.39 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Rongfa Nuclear Power: +0.42%, turnover rate 33.08%, main capital flow -327.43 million yuan - Sunshine Power: -0.57%, turnover rate 3.01%, main capital flow -249.65 million yuan - Nord Shares: -4.98%, turnover rate 14.04%, main capital flow -226.20 million yuan [3]