证券代码：688516 证券简称：奥特维 公告编号：2026-012 转债代码：118042 转债简称：奥维转债 无锡奥特维科技股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性依法承担法律责任。 重要内容提示： 无锡奥特维科技股份有限公司（以下简称"公司"）股票交易 连续 3 个交易日内（2026 年 1 月 21 日、2026 年 1 月 22 日、2026 年 1 月 23 日）收盘价格涨幅偏离值累计达到 30%。根据《上海证券交易 所交易规则》《上海证券交易所科创板股票异常交易实时监控细则》 等有关规定，属于股票交易异常波动的情形。 经公司自查并向实际控制人核实，截至本公告披露日，公司及 实际控制人不存在关于应披露而未披露的重大信息，公司目前生产经 营正常，生产经营未发生重大变化。 公 司 已 于 2026 年 1 月 8 日 在 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）披露了《2025 年年度业绩预告的公告》（公告编 号：2026-004）。公司预计 2025 年度归属 ...

Major Announcements - Huayi Co., Ltd. has applied for a 5-day extension to respond to the Shanghai Stock Exchange's inquiry regarding its acquisition matters due to the need for further confirmation and improvement of certain issues [1] - Shuaifeng Electric is expected to report a net loss of 43 million to 62 million yuan for 2025, with revenue projected between 210 million and 250 million yuan, potentially leading to a delisting risk warning for its stock [1] - Zijin Mining's second phase of the Julong Copper Mine has commenced production, increasing its total production capacity to 350,000 tons per day, with plans for a third phase that could significantly enhance copper output [1] Performance Forecasts - Yongchun Intelligent expects a net profit of 128 million to 155 million yuan for 2025, representing a year-on-year increase of 721.57% to 894.86% [3] - Fuda Alloy anticipates a net profit of 100 million to 146 million yuan for 2025, with a growth of 119.14% to 219.95% driven by expanding demand in emerging sectors [4] - Xiling Power forecasts a net profit of 90 million to 110 million yuan for 2025, reflecting a year-on-year increase of 77.82% to 117.33% due to rising sales in automotive parts [4] - Haoshi Electromechanical expects a net profit of 128 million to 165 million yuan for 2025, with a growth of 54.4% to 99.03% attributed to increased demand in the PCB market [4] - Shenkong Co., Ltd. predicts a net profit of 90 million to 110 million yuan for 2025, with a growth of 118.71% to 167.31% driven by the recovery in the semiconductor market [5] - Lianchuang Optoelectronics anticipates a net profit of 435 million to 532 million yuan for 2025, representing a growth of 80.36% to 120.57% [5] - Xiangnong Chip expects a net profit of 480 million to 620 million yuan for 2025, with a growth of 81.77% to 134.78% driven by demand for enterprise-level storage products [6] - Shuangyi Technology forecasts a net profit of 155 million to 172 million yuan for 2025, reflecting a growth of 80% to 100% [6] - Feirongda anticipates a net profit of 360 million to 420 million yuan for 2025, with a growth of 57.23% to 83.43% [8] - Jingfang Technology expects a net profit of 365 million to 385 million yuan for 2025, representing a growth of 44.41% to 52.32% [9] - Youbuxun predicts a net profit of 72 million to 107 million yuan for 2025, marking a turnaround from a loss of 150 million yuan in the previous year [10] - Zhongwei Company anticipates a net profit of 2.08 billion to 2.18 billion yuan for 2025, with a growth of 28.74% to 34.93% [11] Loss Forecasts - Shanying International expects a net loss of 850 million to 1 billion yuan for 2025, compared to a loss of 451 million yuan in the previous year [12] - Baiyin Nonferrous Metals anticipates a net loss of 450 million to 675 million yuan for 2025, a significant decline from a profit of 8.08 million yuan in the previous year [13] - Zhengzhou Coal Electricity plans to stop production at the Chao Hua Coal Mine due to resource depletion, expecting to recognize a 311 million yuan impairment loss [17] - Changcheng Electric forecasts a net loss of approximately 315 million yuan for 2025, compared to a loss of 225 million yuan in the previous year [17] - Standard Co. expects a net loss of 120 million to 140 million yuan for 2025, with a reduction in losses compared to the previous year [17] - Hongqingtian anticipates a net loss of 100 million to 150 million yuan for 2025, with a decline in revenue due to weak consumer demand [17]

公司主营产品主要应用于地面光伏领域，主营产品应用场景未发生重大变化。2025年光伏行业仍处于持 续深度调整过程中，公司2025年光伏设备业务受到光伏行业深度调整影响较大。 格隆汇1月23日丨奥特维(688516.SH)公布，近期资本市场对"太空光伏"等概念关注度较高，相关板块市 场表现较为活跃。目前"太空光伏"尚处初期探索和研发阶段，产业化进程仍面临较大不确定性。产品研 发到商业化应用仍需要一定周期，相关预期性利好对公司实际经营业绩的影响具有较大不确定性，请投 资者注意理性判断。 ...

奥特维公告称，公司股票在2026年1月21 - 23日连续3个交易日收盘价格涨幅偏离值累计达30%，属异常 波动。经自查，公司及实控人无应披露未披露重大信息，生产经营正常。公司预计2025年度归母净利润 43,064.23 - 57,127.27万元，同比减少55.12% - 66.17%。"太空光伏"尚处初期，产业化不确定大，主营产 品应用于地面光伏领域，受行业调整影响大，提醒投资者注意风险。 ...

| 流金科技 | 8.52% | 669.11 | | --- | --- | --- | | 亿能电力 | 6.03% | 536.97 | | 睿创微纳 | 20.00% | 468.47 | | 铜陵有色 | 9.94% | 393.23 | | 酉立智能 | 16.09% | 302.10 | | 捷佳伟创 | 20.00% | 218.12 | | 通宇通讯 | 9.99% | -897.49 | | 润贝航科 | 10.00% | -1270.60 | | 瑞华泰 | 20.01% | -1295.50 | | 天龙集团 | 6.66% | -1861.95 | | 迈为股份 | 20.00% | -2746.18 | | や峰化学 | -6.37% | -2926.25 | | 盛达资源 | 10.00% | -3050.23 | | 江化微 | 10.00% | -3136.00 | | 盈方微 | -5.83% | -3348.35 | | 金安国纪 | 10.00% | -4144.25 | | 乾照光电 | 20.01% | -5694.45 | | 天盛新材 | -7.06% | -6 ...

Group 1 - On January 23, the main contract for lithium carbonate futures on the Shanghai Futures Exchange broke through 180,000 yuan/ton, with a 6.5% increase, reaching a new high since September 2023 [2] - The company has established lithium product production bases globally, with lithium salt production capacity of 137,000 tons/year and metallic lithium production capacity of 500 tons/year [2] - The top three stocks with the highest net purchases by institutions on the same day were Shengxin Lithium Energy (639 million yuan), Aotwei (280 million yuan), and Goldwind Technology (266 million yuan) [1][2] Group 2 - The National Energy Administration of China highlighted the potential of space photovoltaic technology as a new growth area in the commercial space industry [2] - Elon Musk expressed strong support for space photovoltaics during a discussion at the World Economic Forum, revealing plans for SpaceX and Tesla to enhance solar energy production capacity to 100 GW annually within three years [2] - Qianzhao Photovoltaic announced breakthroughs in the radiation resistance performance of its flexible space solar cell products [2] Group 3 - The company "Chuangyue" has pre-booked over 20 space tourists, with plans for its first manned flight expected in 2028 [3] - Blue Arrow Aerospace's IPO review status on the Sci-Tech Innovation Board has changed to "inquired" [3] - Dongfang Risen has formed a strategic partnership with Shanghai Port to advance the research and industrialization of "perovskite + p-type HJT stacked technology" aimed at applications in space energy [2]

Core Viewpoint - The A-share photovoltaic sector experienced a significant surge on January 23, with a collective rise in stock prices across various companies, driven by market sentiment related to Elon Musk's support for space-based solar power [1][4][6]. Group 1: Market Performance - On January 23, the photovoltaic index (884045.WI) closed at 4411.60 points, marking a substantial increase of 7.46% [3]. - A total of 24 photovoltaic stocks reached their daily limit, with many companies in the sector, including Meichang Co. (300861.SZ), Laplace (688726.SH), and JinkoSolar (688223.SH), seeing price increases of up to 20% [2][4]. - Other notable companies such as Longi Green Energy (601012.SH) and Aiko Solar (600732.SH) also hit their price limits, with increases of 10% [4]. Group 2: Influencing Factors - The surge in the photovoltaic sector is attributed to Elon Musk's remarks at the World Economic Forum, where he expressed strong support for space-based solar power and outlined plans for significant solar production capacity [4][5]. - Musk indicated that SpaceX and Tesla aim to achieve an annual solar manufacturing capacity of 100GW within the next three years, which has generated optimism in the market [5]. - The global interest in space-based solar power is intensifying, with a competitive landscape emerging where state-owned enterprises lead core aerospace tasks while private companies pursue commercial opportunities [5][6]. Group 3: Industry Insights - Musk's acknowledgment of China's solar energy production capabilities, which reach 1500GW annually, highlights the potential for collaboration and support for expanding solar capacity [6]. - The Chinese photovoltaic industry, with its comprehensive supply chain, is positioned to play a crucial role in supporting Musk's future solar production plans [6]. - Current research indicates that Tesla is actively exploring partnerships with Chinese photovoltaic companies, focusing on silicon wafer and module manufacturers, as well as heterojunction technology [6].

Core Viewpoint - The photovoltaic industry chain stocks have collectively surged, leading to a wave of stock price limits being hit, driven by the space photovoltaic concept and strong performance in related sectors [1][4]. Photovoltaic Industry - The space photovoltaic concept has catalyzed a significant rise in the entire photovoltaic industry chain, with multiple stocks hitting their daily price limits. Notable performers include Liancheng CNC and Optech, both reaching a 30% increase, while companies like Maiwei and Jiejia Weichuang saw a 20% rise [4]. - The market saw a strong performance from various photovoltaic stocks, with over ten stocks achieving a 20% increase, and others like Longi Green Energy and Junda shares also showing significant gains [4]. Market Performance - On January 23, the A-share market indices rose across the board, with the North Securities 50 Index increasing by nearly 4%. The total market turnover exceeded 3 trillion yuan, with over 3,900 stocks gaining, and more than 120 stocks hitting their daily limits [2]. - The A-share market's strong performance was complemented by a notable increase in the non-ferrous metals sector, with cobalt, nickel, and gold stocks performing particularly well [2][8]. Precious Metals - International gold prices surged, with spot gold breaking through $4,950 per ounce, marking a historical high. The COMEX gold futures also saw significant gains, reaching up to $4,970 per ounce [10]. - The continuous rise in gold prices over the past three years has been attributed to various factors, including geopolitical tensions and concerns over the U.S. dollar's credibility, with expectations of further increases in gold prices [10]. Retail Pharmacy Sector - The retail pharmacy sector experienced a collective rise, with stocks like Yifeng Pharmacy hitting their daily limit, and others like Dazhenglin and Renmintongtai also showing strong performance [12]. - Recent policies from the Ministry of Commerce and other departments aim to promote high-quality development in the pharmaceutical retail industry, encouraging mergers and optimizing the business environment for pharmacies [14].

Core Viewpoint - Tesla CEO Elon Musk discussed the plan to launch solar AI satellites in space, highlighting that solar panels in space are five times more efficient than those on Earth due to continuous sunlight and minimal atmospheric interference [2] Industry Growth - The global commercial space industry is experiencing explosive growth, with space energy technology becoming a core driver for the aerospace industry's upgrade [3] - On January 23, the A-share photovoltaic industry chain surged, with the Wind photovoltaic index rising by 7.87%. Several stocks hit the daily limit, including Laplace, Aotwei, and JinkoSolar [3] Space Photovoltaics - The space photovoltaic sector led the market, with multiple stocks like Maiwei and Junda hitting the daily limit. The rise was primarily driven by the commercial space sector [4] - Many domestic photovoltaic companies have deeply engaged in the space photovoltaic field, covering the entire supply chain from battery technology to system integration, with some achieving product delivery and commercial validation in orbit [4] Technological Advancements - Companies like Dongfang Risen and Shanghai Port have achieved actual delivery of space products, focusing on the development and industrialization of "perovskite + P-type HJT battery stacking technology" [5] - Dongfang Risen's P-type ultra-thin HJT battery has a stable thickness of 50-70μm, featuring lightweight, high power-to-weight ratio, flexibility, and strong radiation resistance [5] Strategic Collaborations - Shanghai Port successfully verified its perovskite battery in orbit with satellites, marking it as one of the first cases globally [6] - Junda plans to raise approximately HKD 411 million, with 45% allocated for space photovoltaic battery R&D and production, focusing on perovskite/silicon stacked batteries [6] Market Outlook - The P-type ultra-thin HJT is expected to become the mainstream transition solution for low Earth orbit satellites in the next three years, while perovskite/silicon stacked batteries are projected to achieve over 30% efficiency by 2028-2030 [7] - Long-term, perovskite stacked batteries may become the only viable solution for GW-level space data centers and solar power stations, with potential demand exceeding 800 GW [8]

Market Overview - The Shanghai Composite Index closed at 4136.16 points, up 0.33% [3] - The Shenzhen Component Index closed at 14439.66 points, up 0.79% [3] - The ChiNext Index closed at 3349.5 points, up 0.63% [3] - The STAR Market Index closed at 1899.78 points, up 1.85% [3] Sector Performance - The photovoltaic industry chain surged, with significant gains in space photovoltaic stocks [4] - The commercial aerospace concept stocks also saw a strong rally, while basic metals experienced a wave of涨停 [4] - AI applications and robotics themes were active, whereas the computing hardware industry chain adjusted, with CPO direction leading the decline [4] Key Sector Gains - Photovoltaic equipment rose by 10.07% with a net inflow of 9.103 billion [5] - BC batteries increased by 8.56% with a net inflow of 7.459 billion [5] - Zinc metal gained 5.01% with a net inflow of 0.933 billion [5] - Lead metal rose by 4.97% with a net inflow of 0.537 billion [5] - Silicon energy increased by 4.85% with a net inflow of 2.835 billion [5] Notable Stocks - Liancheng CNC surged by 29.99% to 47.16 [6] - Optech rose by 29.98% to 17.21 [6] - Laplace increased by 20.01% to 55.54 [6] - Maiwei shares rose by 20.00% to 324.36 [6] - JinkoSolar increased by 20.00% to 6.90 [6] Commercial Aerospace Stocks - Ruihua Tai rose by 20.01% to 25.91 [7] - Qianhe Optoelectronics increased by 20.01% to 39.17 [7] - Deen Precision rose by 20.00% to 31.32 [7] - Multiple stocks in this sector saw gains of 20% or more [7] Capital Flow - Main capital inflows were observed in power equipment, non-ferrous metals, national defense, and machinery sectors [10] - Notable inflows included Longi Green Energy with 2.692 billion, Aerospace Electronics with 1.886 billion, and Goldwind Technology with 1.832 billion [11] - Significant outflows were seen in stocks like New Yisheng with 3.414 billion, TBEA with 3.218 billion, and Zhongji Xuchuang with 3.045 billion [12] Institutional Insights - CITIC Construction pointed out that high silver prices are driving industrial transformation, marking the beginning of the "copper" era in photovoltaic metalization [13] - Huachuang Securities highlighted the significant potential in China's commercial aviation engine market, suggesting focus on three key industry chains [13] - CITIC Securities expects stable sales for the liquor industry during the 2026 Spring Festival, indicating opportunities for bottom-fishing in the sector [14]