Risen Energy(SZ:300118) Sou Hu Cai Jing·2025-07-31 17:03Core Viewpoint - The company is actively responding to national policies aimed at regulating the photovoltaic industry and is focusing on high-quality development through technological innovation and brand building [2][3]. Company Performance - As of July 31, 2025, the company's stock price closed at 10.14 yuan, down 3.89%, with a turnover rate of 4.58%, a trading volume of 424,800 shares, and a transaction amount of 437 million yuan [1]. Market Dynamics - The company is positioned to benefit from the U.S. market due to the cancellation of renewable energy subsidies by the Trump administration, which has led to a shift of production projects to other countries, providing opportunities for Chinese photovoltaic companies [2]. - The company is encouraged to leverage its experience in BIPV (Building-Integrated Photovoltaics) to expand into diverse applications in urban and rural areas in the U.S. [2]. Product Development - The company is committed to supporting global zero-carbon development and has developed products related to "green electricity" and "green hydrogen," primarily from efficient photovoltaic power stations [3]. - The company is continuously improving photovoltaic conversion efficiency and optimizing power station operation management to provide stable and reliable clean energy solutions [3]. Project Updates - The company’s integrated project in Baotou, Inner Mongolia, is progressing smoothly, and the "anti-involution" policy is expected to have a positive impact on the local market by fostering a healthy competitive environment [3]. Capital Flow - On July 31, the capital flow data indicated a net outflow of 74.17 million yuan from major funds, while retail investors showed a net inflow of 70.26 million yuan [4].