800亿光伏龙头狂飙285%，高管15天套现17亿元

Core Viewpoint - The "space photovoltaic" concept has significantly boosted the wealth generation potential in the secondary market, as evidenced by the substantial share reduction by the major shareholders of Maiwei Co., Ltd. [1][4] Group 1: Shareholder Reduction - Maiwei Co., Ltd. announced a share reduction by its major shareholders, with a total of approximately 5.4 million shares sold, accounting for about 1.93% of the total share capital [2][4] - The chairman, Zhou Jian, sold 2.7 million shares at an average price of 318.75 yuan per share, raising approximately 8.60 billion yuan, while the general manager, Wang Zhenggen, sold 2.699 million shares at an average price of 320.71 yuan per share, raising about 8.66 billion yuan [1][2] Group 2: Stock Performance - Since November 2025, the stock price of Maiwei Co., Ltd. has seen a maximum increase of 285.60%, with the stock reaching a peak of 373.00 yuan per share on January 26, 2026, and the market capitalization exceeding 100 billion yuan [4][6] - The recent surge in stock price is attributed to the hype surrounding the "space photovoltaic" concept, which has positioned Maiwei as a key beneficiary in this market trend [6][7] Group 3: Technological Developments - The "space photovoltaic" technology is categorized into three main types: gallium arsenide batteries, thin-film and heterojunction silicon technologies, and perovskite batteries, with the latter being seen as a potential game-changer due to its theoretical efficiency of nearly 45% [6][7] - Maiwei Co., Ltd. has made significant advancements in heterojunction technology, achieving a record efficiency of 32.38% for G12H perovskite/silicon heterojunction batteries and 26.92% for its self-developed heterojunction solar cells [7] Group 4: Financial Performance - For the first three quarters of 2025, Maiwei Co., Ltd. reported revenues of 6.204 billion yuan, a year-on-year decline of 20.13%, and a net profit of 663 million yuan, down 12.56% year-on-year [8] - Despite the downturn in the photovoltaic industry, Maiwei has maintained profitability and is expanding its business beyond just photovoltaic equipment into the semiconductor sector [8][9] Group 5: Investment Activities - Recently, Maiwei Co., Ltd. has engaged in multiple investments in professional funds, indicating a strategic shift towards becoming an investor in addition to its core business [9] - The company has committed 10 million yuan to a venture capital fund focused on industrial internet and 90 million yuan to another fund targeting hard technology and high-end manufacturing [9]