8月27日，亚玛顿跌5.12%，截至发稿，报21.13元/股，成交2.04亿元，换手率4.66%，总市值42.06亿 元。亚玛顿股价已经连续3天下跌，区间累计跌幅4.38%。 资料显示，常州亚玛顿股份有限公司位于江苏省常州市天宁区青龙东路616号，成立日期2006年9月11 日，上市日期2011年10月13日，公司主营业务涉及光伏玻璃镀膜材料技术和工艺技术的研发,光伏玻璃 的镀膜生产以及光伏镀膜玻璃销售。主营业务收入构成为：太阳能玻璃90.58%，电子玻璃及其他玻 5.37%，电力销售1.66%，太阳能组件1.42%，其他0.98%。 从基金十大重仓股角度 数据显示，财通基金旗下1只基金重仓亚玛顿。财通先进制造智选混合发起A（019612）二季度持有股 数3.13万股，占基金净值比例为2.36%，位居第十大重仓股。根据测算，今日浮亏损失约3.57万元。连 续3天下跌期间浮亏损失3.19万元。 截至发稿，朱海东累计任职时间6年45天，现任基金资产总规模14.78亿元，任职期间最佳基金回报 61.83%， 任职期间最差基金回报-27.08%。 顾弘原累计任职时间4年95天，现任基金资产总规模4.84亿元，任职期间 ...

Core Viewpoint - DeYe Co., Ltd. has shown a positive stock performance with a year-to-date increase of 4.22% and significant growth in revenue and net profit for the first half of 2025, indicating strong operational performance and investor interest [1][2]. Financial Performance - For the first half of 2025, DeYe Co., Ltd. achieved a revenue of 5.535 billion yuan, representing a year-on-year growth of 16.58% [2]. - The net profit attributable to shareholders for the same period was 1.522 billion yuan, reflecting a year-on-year increase of 23.18% [2]. Stock Market Activity - As of August 27, 2023, DeYe's stock price was 61.19 yuan per share, with a market capitalization of 55.343 billion yuan [1]. - The stock has experienced a 6.68% increase over the past five trading days and a 16.80% increase over the past 20 days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 52,300, a rise of 76.28% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 20.57% to 17,284 shares [2]. Dividend Distribution - DeYe Co., Ltd. has distributed a total of 4.238 billion yuan in dividends since its A-share listing, with 3.897 billion yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, increasing its holdings by 9.4808 million shares [3]. - Other notable institutional shareholders include QuanGuo XuYuan Mixed A and GuangFa Small Cap Growth Mixed A, both of which increased their holdings [3].

Group 1 - The core business of the company is the research, production, and sales of crystalline silicon photovoltaic modules, and it aims to provide reliable quality, advanced technology, and cost-effective products [2] - As of June 30, 2025, the company reported a revenue of 21.052 billion yuan, a year-on-year decrease of 4.13%, and a net profit attributable to shareholders of 731 million yuan, a year-on-year decrease of 41.01% [3] - The company has diversified its business into photovoltaic application solutions, including photovoltaic system business, large-scale energy storage systems, and EPC services for photovoltaic power plants [2] Group 2 - The company’s stock price has decreased by 19.64% year-to-date, but it has seen a recent increase of 4.16% over the last five trading days [1] - As of August 26, 2023, the company’s market capitalization is 36.956 billion yuan, with a trading volume of 327 million yuan and a turnover rate of 2.38% [1] - The company has distributed a total of 772 million yuan in dividends since its A-share listing [4] Group 3 - The company operates in the electric equipment sector, specifically in photovoltaic equipment and photovoltaic battery modules [3] - The main revenue composition includes 68.22% from photovoltaic module products, 21.04% from energy storage systems, 6.05% from photovoltaic system products, 2.57% from construction contracts, and 2.12% from other income [2] - As of June 30, 2025, the number of shareholders is 48,100, a decrease of 2.41% from the previous period [3]

分红方面，国能日新A股上市后累计派现1.63亿元。近三年，累计派现1.31亿元。 机构持仓方面，截止2025年6月30日，国能日新十大流通股东中，诺德价值优势混合（570001）位居第 五大流通股东，持股239.15万股，为新进股东。华夏新兴经济一年持有混合A（012719）退出十大流通 股东之列。 责任编辑：小浪快报 资料显示，国能日新科技股份有限公司位于北京市海淀区西三旗建材城内1幢二层227号，成立日期2008 年2月2日，上市日期2022年4月29日，公司主营业务涉及向新能源电站、发电集团和电网公司等新能源 电力市场主体提供以新能源发电功率预测产品(包括预测系统及功率预测服务)为核心,以新能源并网智能 控制系统、新能源电站智能运营系统、电网新能源管理系统为拓展的新能源信息化产品及相关服务。 国能日新所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：虚拟电厂、新能源、 光伏玻璃、储能、智能电网等。 截至6月30日，国能日新股东户数6586.00，较上期减少2.80%；人均流通股12940股，较上期增加 41.06%。2025年1月-6月，国能日新实现营业收入3.21亿元，同比增长43.1 ...

Company Overview - Rongsheng Petrochemical Co., Ltd. is located at 358 Jincheng Road, Lanjue International Office Building, Xiaoshan District, Hangzhou, Zhejiang Province, established on September 15, 1995, and listed on November 2, 2010 [1] - The company's main business involves the research, production, and sales of various chemical products, oil products, and polyester products [1] - The revenue composition of the main business includes: Chemicals 40.87%, Refining 35.26%, PTA 10.60%, Polyester Film 7.49%, and Trade & Others 5.79% [1] Financial Performance - As of June 30, 2025, Rongsheng Petrochemical reported operating revenue of 148.63 billion yuan, a year-on-year decrease of 7.83% [2] - The net profit attributable to shareholders was 602 million yuan, down 29.82% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 9.4 billion yuan, with 3.39 billion yuan distributed in the last three years [3] Stock Performance - On August 26, Rongsheng Petrochemical's stock price increased by 2.13%, reaching 10.05 yuan per share, with a trading volume of 196 million yuan and a turnover rate of 0.21% [1] - The total market capitalization is approximately 100.39 billion yuan [1] - Year-to-date, the stock price has risen by 12.23%, with a 10.80% increase over the last five trading days, 8.06% over the last 20 days, and 18.10% over the last 60 days [1] Shareholder Information - As of June 30, 2025, the number of shareholders is 85,900, a decrease of 2.39% from the previous period [2] - The average circulating shares per person increased by 2.45% to 110,611 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 174 million shares, a decrease of 10.53 million shares from the previous period [3]

Core Viewpoint - Aixiang Co., Ltd. has shown significant stock performance and financial growth in the solar energy sector, with a notable increase in revenue and a positive trend in stock price over the year [1][2]. Financial Performance - For the first half of 2025, Aixiang Co., Ltd. achieved a revenue of 8.446 billion yuan, representing a year-on-year growth of 63.63% [2]. - The company reported a net profit attributable to shareholders of -238 million yuan, which is an improvement of 86.38% compared to the previous period [2]. Stock Performance - As of August 25, Aixiang's stock price increased by 43.56% year-to-date, with a 5.89% rise over the last five trading days and a 42.78% increase over the last 60 days [1]. - The stock was trading at 15.82 yuan per share, with a market capitalization of 28.892 billion yuan [1]. Shareholder Information - As of June 30, the number of shareholders decreased by 2.05% to 78,200, while the average number of circulating shares per person increased by 1.26% to 20,272 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the third-largest shareholder, holding 33.0272 million shares [3]. Business Overview - Aixiang Co., Ltd. specializes in the research, production, and sales of solar energy products, with its main revenue sources being solar modules (74.44%) and solar cells (18.58%) [1]. - The company operates within the photovoltaic equipment sector and is involved in various related concepts such as BC batteries and TOPCon batteries [1].

Core Viewpoint - The stock of Lianhong New Materials has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 46.46% [1] Company Overview - Lianhong New Materials Technology Co., Ltd. was established on May 21, 2009, and listed on December 8, 2020. The company focuses on the research, production, and sales of new material products [1] - The main business revenue composition includes: polypropylene special materials (27.50%), ethylene-vinyl acetate copolymer (26.28%), by-products and others (19.95%), ethylene oxide derivatives (18.38%), ethylene oxide (4.48%), vinyl acetate (2.65%), special gases (0.49%), and ultra-high molecular weight polyethylene (0.27%) [1] Financial Performance - For the first half of 2025, Lianhong New Materials achieved operating revenue of 2.911 billion yuan, a year-on-year decrease of 12.13%, while net profit attributable to shareholders increased by 14.15% to 161 million yuan [2] - The company has distributed a total of 929 million yuan in dividends since its A-share listing, with 454 million yuan distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 8.26% to 54,200, while the average circulating shares per person increased by 8.91% to 24,610 shares [2] - Major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 3.3093 million shares, and Southern CSI 500 ETF, which increased its holdings by 621,300 shares [3] Market Activity - As of August 25, the stock price was 20.08 yuan per share, with a trading volume of 472 million yuan and a turnover rate of 1.73% [1] - The stock has seen a recent net outflow of 36.39 million yuan from main funds, with significant buying and selling activity from large orders [1]

Group 1 - The core viewpoint of the news is that Jinko Technology has shown significant stock price growth and positive financial performance in recent months, indicating strong market interest and operational success [1][2][3] - As of August 25, Jinko Technology's stock price increased by 56.46% year-to-date, with a 16.53% rise in the last five trading days and a 30.45% increase over the past 20 days [1] - The company reported a revenue of 1.112 billion yuan for the first quarter of 2025, representing a year-on-year growth of 43% [2] Group 2 - Jinko Technology's main business segments include photovoltaic power station development and operation (75.88% of revenue), household photovoltaic power station development (17.36%), and EPC services (5.77%) [1] - The company has distributed a total of 319 million yuan in dividends since its A-share listing, with 161 million yuan distributed over the past three years [3] - As of March 31, 2025, the number of shareholders decreased by 3.05% to 123,900, while the average number of circulating shares per person increased by 3.15% to 28,820 shares [2]

Core Viewpoint - Oriental Shenghong's stock price has shown a significant increase this year, with a 16.32% rise, indicating positive market sentiment and potential growth in the company's operations [1]. Group 1: Stock Performance - As of August 22, Oriental Shenghong's stock price reached 9.55 CNY per share, with a trading volume of 1.22 billion CNY and a market capitalization of 631.37 billion CNY [1]. - The stock has experienced a 7.06% increase over the last five trading days, a 4.83% increase over the last 20 days, and a 12.49% increase over the last 60 days [1]. Group 2: Financial Metrics - For the period from January to March 2025, Oriental Shenghong reported a revenue of 303.09 billion CNY, reflecting a year-on-year decrease of 17.50% [2]. - The company has distributed a total of 44.29 billion CNY in dividends since its A-share listing, with 13.22 billion CNY distributed over the past three years [2]. Group 3: Shareholder Information - As of March 31, 2025, the number of shareholders for Oriental Shenghong was 85,800, a decrease of 10.29% from the previous period [2]. - The average number of circulating shares per shareholder increased by 34.01% to 77,036 shares [2]. - Hong Kong Central Clearing Limited is the seventh largest circulating shareholder, holding 77.18 million shares, a decrease of 4.09 million shares from the previous period [2].

Company Overview - Daqo Energy, established on February 22, 2011, is located in the Xinjiang Shihezi Economic Development Zone and specializes in high-purity polysilicon production [1] - The company was listed on July 22, 2021, and operates within the power equipment sector, specifically in photovoltaic equipment, focusing on silicon materials and wafers [1] Stock Performance - As of August 22, Daqo Energy's stock price increased by 2.01%, reaching 26.34 CNY per share, with a total market capitalization of 56.505 billion CNY [1] - Year-to-date, the stock has risen by 9.11%, with a 35.98% increase over the past 60 days [1] Financial Metrics - For the first quarter of 2025, Daqo Energy reported a revenue of 907 million CNY, reflecting a year-on-year decrease of 69.57% [2] - The company has distributed a total of 9.743 billion CNY in dividends since its A-share listing, with 8.588 billion CNY distributed over the past three years [2] Shareholder Information - As of March 31, 2025, Daqo Energy had 36,000 shareholders, a decrease of 4.93% from the previous period, with an average of 15,348 circulating shares per shareholder, an increase of 5.19% [2] - The largest circulating shareholder is the Huaxia SSE Sci-Tech Innovation Board 50 ETF, holding 36.2902 million shares, down by 6.117 million shares from the previous period [2] Trading Activity - On August 22, the net outflow of main funds was 17.2511 million CNY, with large orders accounting for 19.97% of total purchases and 22% of total sales [1] - Daqo Energy has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 59.9638 million CNY on July 2 [1]