Core Viewpoint - The Chinese asset market has experienced a significant surge, with the Shanghai Composite Index reaching new highs for the year, driven by strong performances in various sectors including brokerage and oil [2]. Market Performance - On July 8, A-shares rose across the board, with the Shanghai Composite Index approaching 3500 points, closing at 3497.48 points, up 0.7%. The Shenzhen Component Index increased by 1.47% to 10588.39 points, and the ChiNext Index surged by 2.39% to 2181.08 points. The total trading volume in the Shanghai and Shenzhen markets reached 14,747 billion yuan, an increase of nearly 2500 billion yuan from the previous day [2]. - Nearly 4300 stocks in the market were in the green, with resource stocks such as steel, non-ferrous metals, chemicals, and oil showing collective gains. Notable stocks included Liugang Co., Hangang Group, and Yitong New Materials, which hit the daily limit [2]. Solar Industry Surge - The solar industry stocks saw a significant rise, with companies like Shihang New Energy and International Composites hitting the daily limit of 20%. Other companies such as Daqo New Energy and Ainoju also saw gains exceeding 10%. Notably, Yamaton experienced a "limit-up" trend, achieving four daily limits in five days [4][7]. - The solar industry is benefiting from favorable policies aimed at accelerating supply-side reforms. Recent government discussions have focused on eliminating low-price disorderly competition and promoting high-quality development within the industry [7][8]. AI Industry Activity - Stocks in the AI supply chain, particularly in the PCB sector, experienced a notable increase, with companies like Yihau New Materials and Yidong Electronics hitting the daily limit of 20%. Other firms such as Tongguan Copper Foil and Honghe Technology also saw significant gains [10][12]. - The demand for high-end PCBs is expected to grow rapidly due to the increasing need for AI computing power, with projections indicating a supply-demand gap in the AI PCB market [12]. Storage Chip Sector - The storage chip sector also saw a rise, with stocks like Bomin Electronics hitting the daily limit. Other companies such as Defu Technology and Lianrui New Materials recorded gains of over 6% [14][16]. - Changxin Storage, a major player in the DRAM market, is set to undergo an IPO process, which is anticipated to drive expansion and increase domestic equipment localization rates [16].

上证指数再度冲击3500点。 今天，上证指数盘中最高涨至3499.89点，收盘价为3497.48点，均刷新今年以来新高。 截至收盘，上证指数上涨0.7%，深证成指上涨1.46%，创业板指上涨2.39%。全市场成交额为14539亿 元，较昨日增加2453亿元。全市场逾4200只个股上涨。 两大板块爆发 今天，光伏和科技股联手走强。具体看，光伏概念中，光伏设备、硅能源、BC电池等板块大涨。通 威股份等多股涨停。 | | | 光伏设备 6724.65 5.61% | | € | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 简况(F10) | 资金 | 板块分7 | | 名称代码 | | 最新 | 涨幅 ◆ | 流通市值 | | 首航新能 次新 301658 | | 36.00 | 20.00% | 13.9亿 | | 首板涨停 最终涨停 10:59 | | | | | | 大全能源 融 688303 | | 26.50 | 11.72% | 146亿 | | 文能聚 | 22.31 | 11.11% | 18.3亿 | | --- | --- | --- | --- | ...

Core Viewpoint - The solar energy sector has experienced a significant surge, driven by rumors of potential silicon material storage and a broader "anti-involution" trend in the industry [2][8]. Group 1: Market Performance - On July 8, the solar energy sector saw a collective explosion, with stocks like Shihang New Energy hitting a 20% limit up, Daqian Energy rising nearly 16%, and Tongwei Co. also reaching the limit up [2][3]. - Nearly 20 stocks in the solar sector experienced limit up or over 10% gains, indicating strong market enthusiasm [4][5]. - The Hong Kong market also reflected this trend, with the solar sector rising over 5%, and several companies achieving gains of 7% or more [5]. Group 2: Silicon Material Pricing - Multi-crystalline silicon futures continued to rise, with the main contract closing up 4.82%, reaching a two-and-a-half-month high [6]. - According to Mysteel's research, prices for multi-crystalline silicon are expected to be above 40 yuan per kilogram, with some companies halting quotes as they reassess costs [7]. - There are indications that silicon wafer companies are considering price increases, while component manufacturers are also expected to raise prices soon [7]. Group 3: Industry Trends and Expectations - The "anti-involution" concept is gaining traction in the solar industry, with companies collaborating to raise prices to alleviate cost pressures and losses [8][9]. - Analysts suggest that the current market dynamics may lead to a three-phase development of the "anti-involution" trend, starting with policy-driven expectations, followed by resource price increases, and finally sustained high prices [9].

暗盘资金正涌入这些股票，点击速看>>> 光伏设备板块持续拉升，亿晶光电（600537）、欧晶科技（001269）直线涨停，首航新能（301658）大 涨15%，大全能源涨超10%，通威股份（600438）、阳光电源（300274）涨超7%。 ...

Investment Rating - The investment ratings for key companies in the energy storage sector are as follows: Strong Buy for 阳光电源 (Sunpower) and 盛弘股份 (Shenghong), Buy for 德业股份 (Deye) and 艾罗能源 (Airo Energy), while 固德威 (Goodwe), 锦浪科技 (Jinlang Technology), 派能科技 (Pylontech), 首航新能 (Shouhang New Energy), and 上能电气 (Sungrow) are not rated [3][52]. Core Insights - The energy storage sector is expected to experience a demand explosion in Europe, driven by declining industry chain prices, targeted policy support, and the widespread adoption of dynamic electricity pricing [1][51]. - The economic viability of commercial energy storage has reached a turning point, with the installed capacity in Europe significantly lower than residential storage, indicating a substantial growth opportunity [15][16]. - Domestic companies are positioned to benefit from the growing market demand due to their integrated solutions that meet the stringent safety, protection, and economic requirements of commercial energy storage applications [51][25]. Industry Overview - The European commercial energy storage market is currently underdeveloped, with only 1.6 GWh installed compared to 33 GWh for residential storage as of the end of 2024 [15]. - The introduction of dynamic pricing mechanisms in the EU and Germany is expected to further accelerate the demand for commercial energy storage, allowing users to store energy when prices are low and use or sell it when prices are high [15][16]. - According to BNEF, it is projected that the new installed capacity for commercial energy storage in Europe will reach 1.3 GWh in 2025, representing an 87% year-on-year increase [16]. Competitive Landscape - Domestic companies such as 阳光电源 (Sunpower), 德业股份 (Deye), and 艾罗能源 (Airo Energy) have developed advanced energy storage systems that integrate multiple components into a single cabinet, enhancing energy density and reducing installation costs [25][27][29]. - The safety and economic requirements for commercial energy storage systems are high, necessitating robust protection against environmental threats, which domestic companies are addressing through innovative designs [25][26]. - The report highlights the competitive advantages of domestic firms in the commercial energy storage market, particularly in terms of product safety, rapid deployment, and cost efficiency [51][25].

截至2025年6月13日收盘，首航新能（301658）报收于27.91元，较上周的27.55元上涨1.31%。本周，首 航新能6月13日盘中最高价报29.24元。6月10日盘中最低价报27.31元。首航新能当前最新总市值115.09 亿元，在光伏设备板块市值排名25/63，在两市A股市值排名1358/5150。 本周关注点 第二届监事会第六次会议决议公告 深圳市首航新能源股份有限公司第二届监事会第六次会议于2025年6月11日召开，审议通过以下议案：- 调整募集资金投资项目拟投入募集资金金额。- 使用募集资金置换预先投入募投项目及已支付发行费用 的自筹资金，合计置换金额为人民币438616200元。 关于使用募集资金置换预先投入募投项目及已支付发行费用的自筹资金的公告 公司首次公开发行A股4123.7114万股，每股发行价11.80元，募集资金总额48659.79万元，扣除发行费用 后实际募集资金净额为41252.25万元。截至2025年5月20日，公司以自筹资金预先投入募投项目 108828.84万元，支付发行费用2609.37万元，拟使用募集资金置换合计43861.62万元。 2024年年度权益分派实施公 ...

证券代码：301658 证券简称：首航新能 公告编号：2025-025 深圳市首航新能源股份有限公司 2024年年度权益分派实施公告 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"或"本公司"）2024 年年度 权益分派方案已获 2025 年 5 月 20 日召开的 2024 年年度股东大会审议通过，现 将权益分派事宜公告如下： 一、股东大会审议通过利润分配方案的情况 1、公司于 2025 年 5 月 20 日召开 2024 年年度股东大会，审议通过了《关于 公司 2024 年度利润分配预案的议案》，公司 2024 年度利润分配预案为：以截至 2025 年 4 月 25 日公司总股本 412,371,135 股为基数，向全体股东每 10 股派发现 金红利 1.26 元（含税），合计派发现金红利人民币 51,958,763.01 元（含税）。本 次利润分配不进行资本公积转增股本，不送红股，剩余未分配利润结转以后年度 分配。 本公司 2024 年年度权益分派方案为：以公司现有总股本 412,371,135 股为基 数 ...

上会会计师事务所 (特殊普通合伙) 中国 上海 深圳市首航新能源股份有限公司 募集资金置换专项鉴证报告 上会师报字(2025)第 10785 号 令计师 李 务所（特殊普通合伙） ai Centified Public Accountants (Special General Partnership) 深圳市首航新能源股份有限公司 募集资金置换专项鉴证报告 上会师报字(2025)第 10785 号 深圳市首航新能源股份有限公司全体股东: 我们接受委托,对后附的深圳市首航新能源股份有限公司(以下简称"首航新能 源")管理层编制的截至 2025 年 5 月 20 日的《深圳市首航新能源股份有限公司关于以 募集资金置换预先投入募投项目和已支付发行费用的自筹资金的专项说明》(以下简 称"专项说明")进行专项鉴证。 一、管理层的责任 首航新能源管理层的责任是按照《上市公司监管指引第 2 号—上市公司募集资 金管理和使用的监管要求》及《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》等相关规定的要求编制专项说明。这种责任包括设计、实施和 维护与专项说明编制相关的内部控制,保证专项说明的真实、准确和完整 ...

国泰海通证券股份有限公司 调整募投项目拟投入募集资金金额的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐人"）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的保荐人，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》以及《深圳证券交易所上市公司自律监管指 引第 13 号——保荐业务》等法规和规范性文件要求，就公司调整募集资金投资 项目（以下简称"募投项目"）拟投入募集资金金额的相关情况进行了审慎核查， 并出具核查意见如下： 关于深圳市首航新能源股份有限公司 一、募集资金情况概述 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，公司首次公开发 行人民币普通股（A 股）4,123.7114 万股，每股面值人民币 1.00 元，每股发行 价格为 11.80 元，募集资金总额为 48,659.79 万元，扣除各项发行费用 7,407.55 万元（不含增值税）之后，实际 ...

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 使用募集资金置换预先投入募投项目 及已支付发行费用的自筹资金的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐人"）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的保荐人，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》《上市公司监管指引第 2 号——上市公司募 集资金管理和使用的监管要求》《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》以及《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》等法规和规范性文件要求，对公司使用募集资金置换预先 投入募投项目及已支付发行费用的自筹资金事项进行了审慎核查，并出具核查意 见如下： 一、募集资金情况概述 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，公司首次公开发 行人民币普通股（A 股）4,123.7114 万股，每股面值人民币 1.00 元，每股发行 价格为 11.80 元，募集资金总额为 ...