ETF份额变化方面，虽然今年光伏ETF整体跌幅在9%左右，但是相关ETF份额却均有所增加，其中，规模最大的光伏ETF（515790）今年份额增加 了22.28亿份，达到目前的141.45亿份，年内份额增长率为18.7%，而光伏龙头ETF（516290）今年份额增长率为27.32%，目前其份额为2.47亿份。 投资逻辑方面，随着4月抢装结束需求逐步回落，光伏主链条当前产能利用率约50%，预计多数环节步入现金亏损。产业处于周期底部，或需供给 侧加速出清，工信部针对新增产能的能耗水耗规定明显趋严，后续或以能耗控制为抓手进一步遏制存量产出，政策或将逐步落地；行业各环节达成 初步自律，逐步减产至近两年低位，随行业供给侧逐步出清、预计盈利或将有所修复。 点评：光伏ETF易方达（562970）今日上午2.49%，其规模为1.64亿份，半日成交金额为220.21万元，该ETF追踪的是中证光伏产业指数，追踪该指 数的ETF还包括光伏ETF（159857）、光伏龙头ETF（516290）、光伏ETF（515790）等。其中，光伏ETF（515790）规模最大，达到141.45亿份， 该ETF半日涨幅为1.92%，成交金额达到6. ...

智通财经5月13日电，早盘光伏概念震荡走强，硅料方向领涨， 通威股份、欧晶科技涨停，大全能源涨 超15%，东方日升、海优新材、钧达股份、双良节能等跟涨。 光伏概念震荡拉升 通威股份、欧晶科技双双涨停 ...

光伏概念股午后震荡拉升，爱旭股份（600732）涨超8%，金博股份涨超7%，艾能聚、阿特斯、欧普泰 拉升。 ...

Group 1 - The core viewpoint of the article highlights a significant rebound in the photovoltaic sector, with Gaoce Co., Ltd. experiencing a rise of over 15% [1] - Other companies in the sector, such as Xing Shuai Er, Hai You New Materials, Airo Energy, Goodway, and Jinlang Technology, also showed notable increases in their stock prices [1] - The National Energy Administration's latest data indicates that from January to March 2025, China's newly installed photovoltaic capacity reached 59.71 GW, representing a year-on-year increase of 30.5% [1] Group 2 - In March alone, the newly installed photovoltaic capacity was 20.24 GW, marking a substantial year-on-year growth [1]

Core Viewpoint - The photovoltaic sector in A-share market has shown a significant shift, with companies in the inverter and equipment segments achieving profitability, while the module segment struggles amidst a price decline [1][3]. Revenue Summary - A total of 33 companies reported year-on-year revenue growth, with Dongfang Shenghong leading at 137.68 billion yuan, followed by Tebian Electric at 97.87 billion yuan [2]. - JinkoSolar, Longi Green Energy, Trina Solar, and JA Solar ranked third, fifth, sixth, and eighth in revenue, respectively [2]. - JinkoSolar maintained its position as the global leader in module shipments, achieving 92.87 GW in 2024, a year-on-year increase of 18.28% [2]. Profit Summary - Sunshine Power topped the profit rankings with a net profit of 11.036 billion yuan, the only company to exceed 10 billion yuan [3]. - Tebian Electric and Chint Electric followed with net profits of 4.135 billion yuan and 3.874 billion yuan, respectively [3]. - The photovoltaic equipment manufacturers, such as Jiejia Weichuang and Jing Sheng Mechanical, also reported strong profits [3]. Market Dynamics - The overseas market has become a crucial profit driver for many companies, with only two module-focused firms, Canadian Solar and Hengdian East Magnetic, making it to the profit leaderboard [5]. - Canadian Solar reported a revenue of 46.165 billion yuan, with nearly 80% of its revenue coming from international markets, while its domestic market faced negative margins [5][6]. - Hengdian East Magnetic achieved a revenue of 18.559 billion yuan, with 60% from photovoltaic operations, and plans to increase its European market share [6][7]. Future Outlook - Companies are focusing on diversifying their markets, with Hengdian East Magnetic targeting a 20 GW shipment by 2025, emphasizing growth in Europe and North America [7]. - JinkoSolar's profitability is heavily reliant on its overseas markets, with a gross margin of 26.21% in the Americas, contrasting with a negative margin in the Chinese market [8].

智通财经4月30日电，爱旭股份、弘元绿能双双涨停，双良节能、中信博、晶澳科技、艾能聚、亚玛 顿、海优新材、福莱特等跟涨。消息面上，国家能源局近日发布数据显示，今年一季度，我国风电光伏 发电合计新增装机7433万千瓦，累计装机达到14.82亿千瓦，首次超过火电装机。 光伏概念股震荡反弹 爱旭股份、弘元绿能双双涨停 ...

盘面上，PEEK材料概念股早盘走高，新瀚新材（301076）、肯特股份（301591）大涨超10%。银行股盘中震荡拉升，重庆银行（601963）一度涨超7%，工 商银行创历史新高。算力板块盘初亦表现活跃，鸿博股份（002229）2连板，大位科技（600589）、德生科技（002908）、新锦动力（300157）纷纷大涨。 房地产板块早盘表现低迷，我爱我家（000560）、渝开发（000514）、世联行（002285）、天保基建（000965）盘中跌停。零售、食品饮料、旅游酒店等泛 消费板块亦表现落后，有友食品（603697）、通程控股（000419）跌停，金字火腿（002515）、君亭酒店（301073）、大连圣亚（600593）跌幅居前。 板块分析： 同花顺热股榜： A股三大指数早盘集体下跌，截至午盘，沪指跌0.03%，深成指跌0.43%，创业板指跌0.55%，北证50指数跌0.22%。全市场半日成交额7286亿元，较上日缩 量45亿元。全市场超3900只个股下跌。 板块题材上，PEEK材料、IP经济、银行、钢铁、算力板块涨幅居前；房地产、食品饮料、旅游酒店、零售板块跌幅居前。 涨停天梯榜： 【4连板】 东 ...

智通财经4月10日电，欧晶科技涨停，海泰新能、海优新材、固德威、锦浪科技、德业股份、上能电 气、宇邦新材、金博股份等多股涨超5%。消息面上，根据TrendForce集邦咨询最新调查，中国政策刺激 光伏产业整体需求，组件供给出现紧张气氛，预期2025年三月和四月的需求将出现小高峰，可能顺势带 动第二季产业链价格上升。 光伏概念股展开反弹 欧晶科技涨停 ...

盘后涨停复盘 全天成交额进一步放量至1.96万亿元，为25年新高。大盘平开高走，在午后有所下跌，尾盘回暖，涨跌 家数4169:1088。 作者 | 韦三甲 编辑 | 小白 2月7日，全天成交额进一步放量至1.96万亿元，为25年新高。大盘平开高走，在午后有所下跌，尾盘 回暖，涨跌家数4169:1088。 涨停家数83，上个交易日90，涨停封板率下滑显著至65%，午后炸板数量上升。涨停排队资金降至7 2.98亿元。 冀凯股份全天多次炸板，收盘的时候封上了涨停，晋级13天11板，属于二波之后新高。今天属于一个 栏板，全天还手率26.6%，也属于历史绝对高位。 新炬网络一字板涨停晋级7连板，换手率更是低至0.72%，下个交易日获得高溢价概率大。若能再次 晋级也将为高连板个股打开新高度。 每日互动尽管今日冲击4连板失败，但还是凭借高涨幅成功挑战异动，10日涨幅128.23%。但其52.3 9%的超高换手率需要警惕。 竞业达今日低开后走势并不理想，但在收盘前急速拉升至涨停，实现4天3板。 近日华为云、阿里云、腾讯云、百度智能云、360数字安全、云轴科技等多个平台宣布上线DeepSeek 大模型，用户可以在各大平台上调用 ...