10月8日晚，德力股份公告称，公司于2025年9月30日收到控股股东及实际控制人施卫东的通知，获悉其 正在筹划公司控制权变更事项，具体交易方案、协议条款等尚需进一步论证和磋商，具体情况届时以各 方签订的相关正式交易协议为准。 上述事项可能导致德力股份控股股东及实际控制人发生变更。鉴于上述事项处于筹划阶段，尚存在重大 不确定性，公司股票自2025年10月9日(星期四)开市起停牌，预计停牌时间不超过2个交易日。 今年德力股份已在出售资产回笼资金，于2025年7月公告出售全资子公司德瑞矿业100%股权，交易价格 合计1.35亿元，9月23日公司公告已收到交易款。 德力股份 (1) [3 Q < 图 002571Li v 8.32 今开 7.98 最高 8.62 最低 7.98 10.28% 总手 30.67万 金额 2.55亿 6.12% 0.48 换手0 总值0 32.61亿 流值 24.82亿 市盈 0 更多 -35.98 * 三季报预披露:于2025-10-25披露2025年三季报 · × e 分时 更多 · 五日 日K 周K 月K 均线 · MA5:27.29 ↑ 10:24:36 ↑ 20:21.54 ↑ ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 10月8日晚间，德力股份（002571）公告称，公司9月30日收到控股股东及实际控制人施卫东的通知，其 正在筹划公司控制权变更事项。该事项可能导致公司控股股东及实际控制人发生变更，具体交易方案、 协议条款等尚需进一步论证和磋商。 德力股份股票将于10月9日（星期四）开市起停牌，预计停牌时间不超过2个交易日。 德力股份由施卫东于1996年创立，总部位于安徽凤阳，是一家专业从事各类玻璃产品研发、制造的公 司，玻璃产品类别覆盖家用玻璃、太阳能玻璃、包装玻璃、光学玻璃、耐热家电玻璃、水晶玻璃。官网 信息显示，德力股份是中国玻璃器皿制造首强企业，亚太地区最大的家用玻璃工厂。 然而，德力股份正面临业绩连续亏损的窘境。2022年至2024年，德力股份归母净利润分别亏损1.10亿 元、8550.94万元、1.73亿元。2025年上半年，公司归母净利润为亏损4531.66万元，同比下降490.74%。 2020年，德力股份成立全资子公司德力光能，以加快公司涉入具有良好发展前景的光伏玻璃材料领域， 并于2021年与隆基绿能签订了五年期光伏玻璃采购协议。德力 ...

以下文章来源于Carbontech ，作者CHEN Carbontech . 传播碳材料领域前沿资讯，带您进入碳时代！ 不知不觉， 2025 年已走过四分之三， 今年以来碳纤维行业整体表现亮眼，正稳步走出低谷期。 从 2 月碳纤维板块涨幅超 2% 实现"开门红"，到众多碳纤 维龙头集体亮相 JEC 展，再到吉林化纤因低空经济需求推动对碳纤维进行涨价处理，都显示出产业链复苏的鲜明特征。 碳纤维龙头企业半年报进一步印证了行业复苏趋势： 中简科技 上半年实现营收 4.64 亿元，同比增长 59.46% ； 中复神鹰 营收 9.22 亿元，同比增长 25.86% ，其高强高模产品与新能源领域产品销量均保持增长； 吉林化纤 碳纤维营收 4.43 亿元，同比大增 368.31% ； 光威复材 碳梁业务收入增长 47.95% 。在下游碳基制动盘领域， 博云新材、中航高科、金博股份 等企业同样表现不俗。 产业动态方面， 上海石化 年产 3 万吨大丝束碳纤维异地建设项目开工， 吾一碳纤维 碳 / 碳复合材料项目一期正式投产， 精工科技 发布年产 5000 吨高 性能碳纤维生产线， 天鸟高新 投资建设空天复合材料高性能纤维预制体 ...

Core Viewpoint - Zhengtai Electric has experienced a significant stock price increase, with a 5.07% rise on September 30, reaching 30.90 CNY per share, and a total market capitalization of 66.403 billion CNY, indicating strong investor interest and performance in the market [1] Company Overview - Zhejiang Zhengtai Electric Co., Ltd. was established on August 5, 1997, and listed on January 21, 2010. The company specializes in low-voltage electrical appliances, electronic instruments, and automation control systems, among other products [1] - The main business revenue composition includes: - Photovoltaic power station engineering contracting: 32.76% - Power station operation: 18.79% - Terminal electrical appliances: 13.01% - Distribution electrical appliances: 11.23% - Control electrical appliances: 6.85% - Instruments and meters: 3.60% - Inverters and energy storage: 3.10% - Building electrical appliances: 3.01% - Metal products: 2.18% - Other: 2.18% - Power electrical appliances: 1.07% - Electronic electrical appliances: 0.43% - Control systems: 0.38% [1] Fund Holdings - According to data, Bosera Fund holds a significant position in Zhengtai Electric, with the Bosera CSI Photovoltaic Industry Index A Fund (015993) increasing its holdings by 12,100 shares in the second quarter, totaling 99,200 shares, which represents 2.7% of the fund's net value [2] - The fund has generated a floating profit of approximately 147,800 CNY today and 197,400 CNY during the five-day rising period [2] Fund Manager Performance - The fund manager of Bosera CSI Photovoltaic Industry Index A is Wang Xiang, who has been in the position for 8 years and 335 days. The fund's total asset size is 56.034 billion CNY, with the best return during his tenure being 191.06% and the worst being -47.82% [3]

Wind金融终端数据显示，光伏ETF（159857）昨日获超1100万元资金净流入。 创业板ETF天弘（159977）盘中翻红，截至发稿涨0.06%，成交额超1.1亿元；溢折率0.05%，盘中频现 溢价交易；实时净申购达6200万份。 Wind金融终端数据显示，创业板ETF天弘（159977）昨日获资金净流入，拉长时间线看，近10个交易 日累计"吸金"超1.5亿元；截至9月29日，该ETF年初至今份额增长21.53%，居同标的第一。 9月30日，光伏ETF（159857）盘中震荡走高，再创年内新高，截至发稿涨1.75%，成交额超8900万元 居深市同标的第一。 成分股中，固德威涨超9%，上能电气、捷佳伟创、科士达、阿特斯、锦浪科技等跟涨。 创业板ETF天弘（159977）紧密跟踪创业板指，汇聚新质生产力资产，高成长高弹性特征显著。管理费 率0.15%，托管费率0.05%，处于全市场指数基金费率中的最低一档。 湘财证券表示，从全年看，今年我国新增光伏装机容量仍有望保持较快增长。同时，随着"反内卷"进程 持续推进，各环节产品价格和企业盈利有望持续企稳回升，叠加海外市场需求保持增长和钙钛矿等新技 术逐步应用，上游光 ...

专家分享：纯碱行业现状与展望 20250927 摘要 2025 年前三季度纯碱总产量同比增长 1.8%至 2,819 万吨，但产能利 用率下降 100 个基点，接近 25%。重碱产量同比减少 10.6%，轻碱产 量同比增长 6%，反映出结构性变化。 房地产市场下滑显著影响平板玻璃需求，2025 年光伏玻璃产量下降 18%，但轻碱需求增长 10%。纯碱出口大幅增长，1-7 月同比增长超过 100%，进口几乎停滞，预计全年进出口总量约 200 万吨。 根据卓创数据，氨碱法和联碱法纯碱生产均面临亏损，但天然碱仍有利 润空间。光伏产业发展预计每年带来 70 多万吨新增纯碱需求，政策层 面或将避免原材料价格上涨。 2025 年玻璃累计产量同比减少 8%，但 9 月起单月产量高于去年同期， 导致库存积压。前九个月玻璃需求下降 6.6%，天然气制玻璃企业亏损， 煤质制玻璃微利。 预计到 2026 年底，纯碱新增产能将达到 630 万吨，总产能超过 4,700 万吨，供应压力巨大。前五家企业市场集中度较高，市场竞争将加剧。 当前纯碱行业的供应和需求情况如何？ 从供应方面来看，目前纯碱市场面临较大的供应压力。尽管今年前三季度重 ...

Core Insights - Sichuan Ganzi Prefecture has announced the results of the preferred bidders for 3.75GW of photovoltaic projects, with the largest project awarded to Shudao Group at 2.3GW [1][2] - The projects are part of a broader strategy to enhance local development through innovative construction models, including "light grazing" and "light tourism" [1] Group 1: Project Overview - The total capacity of the announced photovoltaic projects is 3.75GW, with two batches of results published [1] - The first batch includes six projects with a total capacity of 950MW, while the second batch consists of five projects totaling 2.8GW [1][2] - The projects are scheduled to commence construction by the end of 2025 and be completed before 2027 [1] Group 2: Key Bidders and Project Sizes - Shudao Group is the leading bidder with a project size of 2.3GW [1] - Other notable bidders include: - BOE Technology Group & Ganzi Energy Development Group with 400MW [1] - CATL with 300MW [1] - Huadian & Ganzi Energy Development Group with 250MW [1] - Datang & Ganzi Energy Development Group with 200MW [1] - Additional smaller projects include various capacities awarded to other companies such as State Grid and China General Nuclear Power Group [2] Group 3: Project Construction Models - The projects will adopt a "1+N" construction model, emphasizing local adaptation and integration with the environment [1] - The focus is on promoting local economic development through innovative project designs that combine solar energy with agriculture and tourism [1]

Group 1 - The Zhongzheng Photovoltaic Industry Index (931151) has seen a strong increase of 3.31% as of September 24, 2025, with constituent stocks such as Micro导纳米 (688147) rising by 17.95%, 聚和材料 (688503) by 10.84%, and 奥特维 (688516) by 8.48% [1] - The Photovoltaic ETF Fund (516180) also rose by 3.31%, with the latest price reported at 0.75 yuan, and has accumulated a 9.17% increase over the past month as of September 23, 2025 [1] - The industry is experiencing a steady advancement in anti-involution, with strong policy determination expected in the photovoltaic sector, leading to a strong willingness among companies to change under pressure of profitability and cash flow [1] Group 2 - The top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index (931151) as of August 29, 2025, include 阳光电源 (300274), 隆基绿能 (601012), and TCL科技 (000100), collectively accounting for 56.14% of the index [2]

Core Viewpoint - JinkoSolar Technology Co., Ltd. has experienced a decline in stock price, with a cumulative drop of 11.37% over the past four days, closing at 12.16 CNY per share on September 23, 2023, with a total market capitalization of 40.246 billion CNY [1] Company Overview - JinkoSolar was established on October 20, 2000, and went public on August 10, 2010. The company is primarily engaged in the research, production, and sales of silicon wafers, solar cells, and solar modules, as well as the development, construction, and operation of solar photovoltaic power plants [1] - The revenue composition of JinkoSolar is as follows: photovoltaic modules account for 91.10%, other businesses 5.85%, and photovoltaic power plant operations 3.05% [1] Fund Holdings - According to data, one fund under China Merchants Fund has a significant holding in JinkoSolar. The China Merchants CSI Photovoltaic Industry Index A Fund (011966) increased its holdings by 111,700 shares in the second quarter, bringing the total to 1.2879 million shares, which represents 2.2% of the fund's net value [2] - The fund has incurred a floating loss of approximately 296,200 CNY today, with a total floating loss of 2.0091 million CNY during the four-day decline [2] Fund Manager Performance - The fund manager Wang Ping has a tenure of 15 years and 98 days, with the fund's total asset size at 16.687 billion CNY. The best return during his tenure is 272.34%, while the worst return is -70.61% [3] - Co-manager Xu Rongman has a tenure of 4 years and 184 days, with the fund's total asset size at 27.361 billion CNY. The best return during his tenure is 62.99%, while the worst return is -59.08% [3]

Group 1 - The Zhongzheng Photovoltaic Industry Index (931151) has shown a strong increase of 1.38% as of September 23, 2025, with notable gains in constituent stocks such as Sunshine Power (300274) up by 5.65% and Arctech (688472) up by 5.50% [1] - The Photovoltaic ETF Fund (516180) has risen by 1.10%, with a latest price of 0.74 yuan, and has accumulated a 9.32% increase over the past month, ranking 3rd out of 10 comparable funds [1] - The Zhongzheng Photovoltaic Industry Index is composed of no more than 50 representative listed companies from the photovoltaic industry chain, reflecting the overall performance of these securities [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index include Sunshine Power (300274), Longi Green Energy (601012), and TCL Technology (000100), with the top ten accounting for 56.14% of the index [2] - The weight and performance of the top stocks are as follows: Sunshine Power (5.65%, 10.51%), Longi Green Energy (0.24%, 9.97%), and TCL Technology (-0.46%, 9.42%) [4]