阳光电源股价盘中创历史新高，实控人曹仁贤身家一周涨超200亿元

Core Viewpoint - Yangguang Electric (300274.SZ) has seen its stock price reach new highs, attracting significant investor attention, with a market capitalization of approximately 284 billion yuan, surpassing the combined market value of Longi Green Energy and Tongwei Co. [2] Group 1: Company Performance - As of September 8, 2025, Yangguang Electric's market capitalization is about 284 billion yuan, exceeding the combined market values of Longi Green Energy (136.3 billion yuan) and Tongwei Co. (108.4 billion yuan) [2] - The company's founder and chairman, Cao Renxian, holds a 30.46% stake, which has increased in value by over 20 billion yuan in just one week [2] - In the first half of 2025, Yangguang Electric's sales revenue from energy storage systems surpassed that of photovoltaic inverters, marking a significant shift in its business focus [2][6] Group 2: Business Strategy and Development - Yangguang Electric plans to expand into new business areas, including AIDC (AI Data Center) power supply, with a focus on international markets [2] - The company has established over 20 overseas branches and more than 600 service points, with overseas sales revenue reaching 25.379 billion yuan, accounting for 58.3% of total revenue, and showing an 88.32% year-on-year growth [4] - The energy storage business has become a core growth driver, with revenue from this segment reaching 17.803 billion yuan in the first half of 2025, a 127.78% increase year-on-year, while the revenue share from photovoltaic inverters has decreased to 35.21% [6] Group 3: Historical Context and Leadership - Cao Renxian, the founder of Yangguang Electric, started the company in 1997 and initially focused on traditional energy products before pivoting to photovoltaic inverters in 2004 [3] - The company was the first in China to develop a 10 kW photovoltaic grid-connected inverter with independent intellectual property rights in 2003, breaking foreign technology monopolies [3] - Yangguang Electric went public on the Shenzhen Stock Exchange in November 2011, marking a turning point for the company as it aimed to expand capacity, market reach, and enhance R&D [3]