*ST节能2025年10月31日涨停分析:新能源业务+合同负债增长+亏损收窄

Core Viewpoint - *ST Jieneng's stock reached the daily limit with a price of 2.78 yuan, reflecting a 4.91% increase, driven by positive developments in its renewable energy business and improved financial performance [1][2]. Group 1: Business Developments - The company is actively expanding in the renewable energy and low-carbon materials sectors, securing a 304.5 million yuan EPC contract for a storage project, aligning with national policy directions [2]. - An investment of 120 million yuan in a recycled copper project is aimed at extending the company's industrial chain, which is expected to enhance future growth prospects [2]. Group 2: Financial Performance - For Q3 2025, the company's net profit loss narrowed by 44.43% year-on-year, indicating signs of operational improvement [2]. - Contract liabilities increased by 3731.98%, suggesting a robust order reserve that supports future performance [2]. - The company's subsidiary in the renewable energy sector, Hubei Fuyou, reported a profit of 2.189 million yuan, boosting market confidence [2]. Group 3: Market Trends - The renewable energy and storage sectors are currently popular in the market, with certain stocks in the same sector showing active performance [2]. - On October 31, 2025, there was notable capital inflow into the storage sector, contributing to a sector-wide momentum that positively impacted *ST Jieneng's stock [2]. - Technical analysis suggests that news of improved performance and business expansion may attract further capital inflow, potentially driving stock price increases [2].