个股异动|阳光电源大涨17%公司称在英伟达SST配大储方案方面有优势

Core Insights - Yangguang Power experienced a significant stock price increase of 17% on October 29, reaching 194.08 yuan [1] - The company reported a revenue of 66.4 billion yuan for the first three quarters of 2025, marking a 33% year-on-year growth, with a net profit of 11.88 billion yuan, up 56% year-on-year, primarily driven by its photovoltaic inverter and energy storage businesses [2] Company Overview - Yangguang Power specializes in the research, production, sales, and service of renewable energy power equipment, including solar, wind, energy storage, hydrogen energy, electric vehicles, and charging solutions [2] - Key products include photovoltaic inverters, energy storage systems, and wind power conversion and transmission products [2] Recent Developments - The company noted its competitive advantage in solid-state transformer (SST) solutions, as highlighted in a white paper released by NVIDIA, which discusses large storage solutions [3] - Yangguang Power is positioned to provide green electricity solutions from high-voltage direct current to cabinets and boards [3]