来源：新浪证券-红岸工作室 10月10日，晶科能源跌2.59%，成交额7.16亿元，换手率1.25%，总市值565.29亿元。 异动分析 BC电池+TOPCON电池+光伏概念+储能 1、2023年6月2日公司互动：公司已量产高效电池聚焦N型TOPCon技术，同步积极开展新技术、新工艺 的研发，储备了IBC电池技术和钙钵矿电池技术等。 2、公司在N型TOPCon领域技术工艺储备丰富、提效降本路径清晰，未来将持续加大投入以保持"N型时 代"领跑者的地位。公司在安徽合肥、浙江海宁投产的16GW大尺寸N型TOPCon电池产能进展顺利，各 项指标符合预期。其中合肥TOPCon电池工厂已经满产，量产测试效率已达24.7%，可用良率与PERC产 线持平。海宁尖山工厂爬坡顺利，于2022年6月底满产。 3、公司的主营业务是太阳能光伏组件、电池片、硅片的研发、生产和销售以及光伏技术的应用和产业 化，并以此为基础向全球客户提供高效、高质量的太阳能光伏产品，持续输送清洁能源。 4、2023年5月16日互动易回复：公司推出了户用储能（1kWh-50kWh）、工商业储能（50kWh-1MWh） 以及源网侧储能三种储能产品解决方案，实现 ...

TCL中环所属申万行业为：电力设备-光伏设备-硅料硅片。所属概念板块包括：单晶硅、BC电池、HJT 电池、碳中和、TOPCon电池等。 10月9日，TCL中环盘中上涨2.10%，截至09:47，报9.24元/股，成交3.94亿元，换手率1.07%，总市值 373.58亿元。 资金流向方面，主力资金净流出2461.90万元，特大单买入3193.49万元，占比8.11%，卖出4184.07万 元，占比10.63%；大单买入4759.32万元，占比12.09%，卖出6230.63万元，占比15.83%。 TCL中环今年以来股价涨4.17%，近5个交易日涨8.07%，近20日涨12.82%，近60日涨13.10%。 今年以来TCL中环已经1次登上龙虎榜，最近一次登上龙虎榜为9月25日，当日龙虎榜净买入2.29亿元； 买入总计4.86亿元 ，占总成交额比15.03%；卖出总计2.57亿元 ，占总成交额比7.96%。 资料显示，TCL中环新能源科技股份有限公司位于天津新技术产业园区华苑产业区(环外)海泰南道10 号，成立日期1988年12月21日，上市日期2007年4月20日，公司主营业务涉及半导体电子信息产业、半 导体 ...

Group 1 - The core viewpoint of the news is that Tongwei Co., Ltd. has shown a positive stock performance recently, with a 2.01% increase in stock price on September 30, reaching 22.33 yuan per share, and a total market capitalization of 100.53 billion yuan [1] - As of July 31, the number of shareholders of Tongwei Co., Ltd. was 289,300, a slight decrease of 0.16% from the previous period, while the average circulating shares per person increased by 0.16% to 15,559 shares [2] - The company reported a revenue of 40.51 billion yuan for the first half of 2025, a year-on-year decrease of 7.51%, and a net profit attributable to shareholders of -4.96 billion yuan, down 58.35% year-on-year [2] Group 2 - Tongwei Co., Ltd. has distributed a total of 25.19 billion yuan in dividends since its A-share listing, with 16.92 billion yuan distributed in the last three years [3] - As of June 30, 2025, the second-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 164 million shares, a decrease of 29.92 million shares from the previous period [3] - The top ten circulating shareholders include various ETFs, with notable changes in holdings, such as Huatai-PB CSI 300 ETF increasing its holdings by 3.88 million shares [3]

Company Overview - JinkoSolar is based in Shanghai and was established on December 13, 2006, with its listing date on January 26, 2022. The company specializes in the research, production, and sales of solar photovoltaic modules, cells, and wafers, providing high-quality solar products globally [1]. Financial Performance - As of June 30, 2025, JinkoSolar reported a revenue of 31.83 billion yuan, a year-on-year decrease of 32.63%. The net profit attributable to shareholders was -2.91 billion yuan, reflecting a significant decline of 342.38% compared to the previous period [2]. - The company has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed over the past three years [3]. Stock Performance - On September 30, JinkoSolar's stock price increased by 2.03% to 5.53 yuan per share, with a trading volume of 113 million yuan and a turnover rate of 0.21%. The total market capitalization reached 55.329 billion yuan [1]. - Year-to-date, the stock has declined by 22.22%, but it has seen an increase of 8.43% over the last five trading days. In the last 20 days, the stock decreased by 0.36%, and over the last 60 days, it fell by 0.18% [1]. Shareholder Information - As of June 30, 2025, JinkoSolar had 74,200 shareholders, an increase of 0.89% from the previous period. The average number of circulating shares per shareholder was 134,811, a decrease of 0.88% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 438 million shares, an increase of 57.21 million shares from the previous period. Other notable shareholders include Huaxia SSE STAR 50 ETF and E Fund SSE STAR 50 ETF, with varying changes in their holdings [3]. Industry Classification - JinkoSolar is classified under the power equipment sector, specifically in photovoltaic equipment and photovoltaic cell modules. The company is associated with concepts such as photovoltaic recycling, BIPV, BC batteries, low pricing, and HJT batteries [1].

9月30日，阿特斯盘中上涨2.02%，截至09:51，报13.15元/股，成交2.31亿元，换手率1.28%，总市值 485.00亿元。 机构持仓方面，截止2025年6月30日，阿特斯十大流通股东中，华夏上证科创板50成份ETF（588000） 位居第二大流通股东，持股8113.54万股，相比上期减少213.65万股。易方达上证科创板50ETF （588080）位居第三大流通股东，持股6144.94万股，相比上期增加112.08万股。香港中央结算有限公司 位居第五大流通股东，持股4091.38万股，相比上期增加1470.87万股。华泰柏瑞沪深300ETF（510300） 位居第六大流通股东，持股2639.91万股，相比上期增加329.31万股。易方达沪深300ETF（510310）位 居第九大流通股东，持股1874.74万股，相比上期增加179.91万股。光伏ETF（515790）位居第十大流通 股东，持股1717.13万股，相比上期减少9.96万股。 资金流向方面，主力资金净流出1110.90万元，特大单买入1460.37万元，占比6.31%，卖出950.31万元， 占比4.11%；大单买入6211.61万 ...

9月25日，明牌珠宝盘中下跌2.11%，截至13:04，报5.56元/股，成交3431.41万元，换手率1.16%，总市 值29.36亿元。 资金流向方面，主力资金净流出93.88万元，特大单买入0.00元，占比0.00%，卖出115.08万元，占比 3.35%；大单买入542.68万元，占比15.82%，卖出521.48万元，占比15.20%。 明牌珠宝今年以来股价涨20.61%，近5个交易日跌2.97%，近20日跌1.59%，近60日跌9.89%。 明牌珠宝所属申万行业为：纺织服饰-饰品-钟表珠宝。所属概念板块包括：HJT电池、低价、TOPCon电 池、黄金股、破净股等。 截至9月20日，明牌珠宝股东户数3.36万，较上期减少7.69%；人均流通股15714股，较上期增加8.33%。 2025年1月-6月，明牌珠宝实现营业收入19.39亿元，同比减少20.31%；归母净利润-7758.79万元，同比 减少646.62%。 分红方面，明牌珠宝A股上市后累计派现3.35亿元。近三年，累计派现5280.00万元。 机构持仓方面，截止2025年6月30日，明牌珠宝十大流通股东中，黄金股ETF（517520）位居第 ...

Core Viewpoint - JinkoSolar has shown a positive market performance with a 4.31% increase in stock price, reaching a market capitalization of 53.228 billion yuan [1] Company Overview - JinkoSolar, established on December 13, 2006, is based in Shanghai and specializes in the research, production, and sales of solar photovoltaic components, battery cells, and silicon wafers [6] - The company aims to provide high-quality solar products globally, focusing on clean energy solutions [6] - As of June 30, 2023, JinkoSolar reported a revenue of 31.831 billion yuan, a year-on-year decrease of 32.63%, and a net profit loss of 2.909 billion yuan, a significant decline of 342.38% [6] Product and Technology Development - The company has successfully mass-produced high-efficiency N-type TOPCon technology batteries and is actively developing new technologies and processes [2] - JinkoSolar has a strong technical reserve in the N-type TOPCon field, with clear paths for cost reduction and efficiency improvement [2] - The company has launched three energy storage product solutions, catering to residential, commercial, and grid-side applications [2] Market Activity and Financials - On September 24, 2023, JinkoSolar's trading volume was 773 million yuan with a turnover rate of 1.48% [1] - The main capital inflow for the day was 17.4138 million yuan, with the stock showing no significant trend in capital movement [3][4] - The average trading cost of the stock is 5.99 yuan, with the current price approaching a resistance level of 5.33 yuan [5] Shareholder and Institutional Holdings - As of June 30, 2023, JinkoSolar had 74,200 shareholders, with an average of 134,811 shares held per shareholder [6] - The second-largest shareholder is Hong Kong Central Clearing Limited, holding 438 million shares, an increase of 57.206 million shares from the previous period [8]

Company Overview - Saiwu Technology, established on November 4, 2008, is located in Suzhou, Jiangsu Province, and was listed on April 30, 2020. The company specializes in the research, production, and sales of polymer functional materials with adhesive films as the core [2]. Financial Performance - For the first half of 2025, Saiwu Technology reported operating revenue of 1.352 billion yuan, a year-on-year decrease of 18.13%. The net profit attributable to shareholders was -72.096 million yuan, representing a year-on-year decrease of 365.52% [2]. - Since its A-share listing, the company has distributed a total of 177 million yuan in dividends, with 86.505 million yuan distributed over the past three years [3]. Stock Performance - As of September 24, the stock price of Saiwu Technology increased by 2.04% to 11.52 yuan per share, with a total market capitalization of 5.04 billion yuan. The trading volume reached 93.8729 million yuan, with a turnover rate of 1.88% [1]. - Year-to-date, the stock price has risen by 13.16%, but it has experienced a decline of 4.32% over the last five trading days and an 18.64% drop over the past 60 days [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased by 25.39% to 53,100, while the average circulating shares per person decreased by 20.25% to 8,245 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 2.4965 million shares, an increase of 623,400 shares compared to the previous period [3]. Business Segments - The main revenue sources for Saiwu Technology include photovoltaic materials (71.63%), semiconductor, electrical, and transportation materials (21.34%), communication and consumer electronics materials (3.02%), and other sales (2.74%) [2].

Group 1: Stock Performance - Jinko Technology's stock price increased by 2.05% on September 24, reaching 12.43 CNY per share, with a trading volume of 393 million CNY and a turnover rate of 0.97%, resulting in a total market capitalization of 41.139 billion CNY [1] - Year-to-date, Jinko Technology's stock has decreased by 9.60%, with a 9.40% drop over the last five trading days, a 2.64% increase over the last 20 days, and a 17.82% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on July 10, where it recorded a net purchase of 1.82 billion CNY [1] Group 2: Financial Performance - For the first half of 2025, Jinko Technology reported operating revenue of 23.905 billion CNY, a year-on-year decrease of 36.01%, and a net profit attributable to shareholders of -2.580 billion CNY, a year-on-year decrease of 195.13% [2] - Since its A-share listing, Jinko Technology has distributed a total of 3.055 billion CNY in dividends, with 2.415 billion CNY distributed over the past three years [3] Group 3: Shareholder Information - As of June 30, 2025, Jinko Technology had 178,600 shareholders, an increase of 3.53% from the previous period, with an average of 18,512 circulating shares per shareholder, a decrease of 3.41% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 221 million shares, a decrease of 15.2399 million shares from the previous period [3] - New entrants among the top ten circulating shareholders include HSBC Jintrust Low Carbon Pioneer Stock A and HSBC Jintrust Dynamic Strategy Mixed A, while several funds exited the list [3]

Group 1 - JinkoSolar's stock price increased by 2.16% on September 24, reaching 5.21 CNY per share, with a trading volume of 280 million CNY and a turnover rate of 0.55%, resulting in a total market capitalization of 52.127 billion CNY [1] - The company experienced a net inflow of 8.6198 million CNY from main funds, with large orders accounting for 32.80% of purchases and 29.73% of sales [1] - Year-to-date, JinkoSolar's stock price has decreased by 26.72%, with a 5-day drop of 5.10%, a 20-day drop of 5.96%, and a 60-day drop of 1.51% [1] Group 2 - As of June 30, JinkoSolar had 74,200 shareholders, an increase of 0.89%, while the average circulating shares per person decreased by 0.88% to 134,811 shares [2] - For the first half of 2025, JinkoSolar reported revenue of 31.831 billion CNY, a year-on-year decrease of 32.63%, and a net profit attributable to shareholders of -2.909 billion CNY, a decrease of 342.38% [2] Group 3 - JinkoSolar has distributed a total of 3.355 billion CNY in dividends since its A-share listing, with 3.125 billion CNY distributed over the past three years [3] - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 438 million shares, an increase of 57.206 million shares from the previous period [3] - The fourth-largest circulating shareholder is Huaxia SSE STAR 50 ETF, holding 220 million shares, a decrease of 5.7367 million shares from the previous period [3]