盛弘股份澄清未布局太空光伏储能技术，股价近期震荡走弱

Core Viewpoint - Shenghong Co., Ltd. (300693) has clarified that it is not currently involved in space photovoltaic energy storage technology and has no plans for solid-state transformer products, which may influence investor sentiment in the short term [1]. Group 1: Company Response - The company has stated that its current business focus does not include the frontier field of space photovoltaic energy storage technology [1]. - Shenghong Co. has confirmed that it does not have any solid-state transformer products or development plans, indicating that such technology is not part of its existing product line [1]. Group 2: Stock Performance - As of February 10, 2026, Shenghong's stock price closed at 38.18 yuan, reflecting a 2.92% decline over the past five days, underperforming compared to the Shanghai Composite Index, which rose by 1.49%, and the electric equipment sector, which saw a decrease of 0.72% [2]. - On the same day, there was a net outflow of 6.4756 million yuan from major investors, with a turnover rate of 1.57%, indicating moderate market activity [2]. - The technical analysis shows that the stock price is near the lower band of the 20-day Bollinger Bands (support level at 36.41 yuan), necessitating attention to whether it can stabilize in the short term [2]. Group 3: Institutional Perspectives - According to a report by Everbright Securities on February 8, 2026, the demand for AIDC power sources is driven by domestic computing power construction, with Shenghong being highlighted as a focus due to its involvement in HVDC and SST technologies [3]. - Guohai Securities also noted on the same day that the domestic energy storage market remains robust, with a procurement volume of 36.3 GWh in January 2026, suggesting potential for Shenghong's business expansion in the energy storage sector [3]. - Analysts are focusing on the company's long-term growth potential, although these insights are based on industry trends rather than recent company announcements [3].