东方日升业绩预亏超23亿，股价异动引关注

Core Viewpoint - Dongfang Risen (300118) forecasts a net profit loss of 2.3 billion to 2.9 billion yuan for the fiscal year 2025, primarily due to low photovoltaic product prices and long-term asset impairment [1] Stock Performance - The company's stock price exhibited unusual volatility, with a cumulative deviation of 30.10% in closing prices on January 23 and January 26, 2026. On February 4, 2026, the stock rose by 6.90%, but institutional investors sold a net of 94.89 million yuan, and the Shenzhen Stock Connect recorded a net sell of 94.52 million yuan. The stock then fell by 7.08% on February 5, 2026 [2] Recent Events - In response to the recent hype around the "commercial space" concept, the company clarified that its photovoltaic products are not directly supplied to commercial satellite companies. However, it mentioned that ultra-thin heterojunction batteries can be adapted for low-orbit satellite scenarios and have been delivered in small quantities to overseas customers [3] Strategic Advancement - The company is accelerating its transformation towards an integrated "photovoltaic + energy storage" model, with the energy storage business seen as a new growth point to address structural adjustments in the industry [4] Financial Movements - Huaxia Fund's products hold a significant position with 1.4479 million shares, incurring an estimated loss of approximately 2.4614 million yuan during the stock price decline on February 5 [5] Executive Changes - On December 9, 2025, the company appointed 35-year-old Xu Haitao as a representative director, indicating a trend towards a younger executive team [6] Future Developments - Key future events to watch include the detailed disclosure of the 2025 annual report and the progress of the company's strategies related to energy storage and overseas markets [7]