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连板股追踪丨A股今日共63只个股涨停 这只光伏概念股7连板
Di Yi Cai Jing· 2025-09-30 07:53
固态电池概念股天际股份3连板。一图速览今日连板股>> 9月30日,Wind数据显示,A股市场共计63只个股涨停。其中光伏概念股蓝丰生化收获7连板,固态电池 概念股天际股份3连板。一图速览今日连板股>> | 進板股 | 9.30 | | | --- | --- | --- | | | | 截至收盘斩获连板个股 | | 股票名称 | 连板天数 | 所属概念 | | *ST亚太 | 7 | 化工 | | 蓝丰生化 | 7 | 光伏 | | 华建集团 | 4 | 工程设计 | | *ST正平 | 4 | 智算服务 | | 天际股份 | 3 | 固态电池 | | 山子高科 | 2 | 汽车整车 | | 通润装备 | 2 | 光伏+储能系统 | | *ST东晶 | 2 | 电子元件 | | 国盛金控 | 2 | 证券 | | *ST东易 | 2 | 建筑 | | 冠中生态 | 2 | 环保 | | *ST大晟 | 2 | 游戏+短剧 | | 石大胜华 | 2 | 化工 | | 丰山集团 | 2 | 固态电池 | | 博计新材 | 2 | 光伏 | ...
【A股收评】三大指数集体上攻,券商、新能源“扛旗”!
Sou Hu Cai Jing· 2025-09-29 07:31
华西证券则指出,看好证券行业服务资本市场投融资的中介功能,以及居民权益类资产配置比例提升的 方向。在活跃资本市场的背景下,看好四季度资本市场以及券商板块表现。 以锂电为代表的新能源板块走强,华盛锂电(688353.SH)涨12.41%,天赐材料(002709.SZ)、科达 利(002850.SZ)涨10%,亿纬锂能(300014.SZ)、宁德时代(300750.SZ)大涨。 光伏概念亦表现不俗,易成新能(300080.SZ)涨20%,艾罗能源(688717.SH)涨超10%,上能电气 (300827.SZ)、阳光电源(300274.SZ)大涨。 9月29日,三大指数集体上涨,截至收盘,沪指涨0.9%,深成指涨2.05%,创业板涨2.74%,科创50指数 涨1.35%。两市超3400只个股上涨,沪深两市今日成交额约2.16万亿元。 被视为牛市旗手的券商板块颇为强势,其中,广发证券(000776.SZ)、华泰证券(601688.SH)、国盛 金控(002670.SZ)涨10%,东方证券(600958.SH)、中信证券(600030.SH)大涨。 开源证券则表示,三季度交易活跃度和两融规模提升明显,叠加低基数,券商 ...
光伏概念股走强,多只光伏相关ETF涨约3%
Mei Ri Jing Ji Xin Wen· 2025-09-29 05:35
光伏概念股走强,阳光电源涨超6%,德业股份涨超5%,特变电工涨超3%。 受盘面影响,多只光伏相关ETF涨约3%。 有机构表示,光伏产业处于周期底部,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,随着行业供 给侧逐步出清,预计盈利或将有所修复。 (文章来源:每日经济新闻) | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 159863 | 光伏ETF基金 | 0.629 | 0.019 | 3.11% | | 159864 | 光伏50ETF | 0.615 | 0.018 | 3.02% | | 516290 | 光伏龙头ETF | 0.590 | 0.017 | 2.97% | | 562970 | 光伏ETF易方达 | 1.076 | 0.031 | 2.97% | | 516880 | 光伏50ETF | 0.800 | 0.023 | 2.96% | | 159857 | 光伏ETF | 0.805 | 0 ...
港股收盘 | 恒指收跌1.35% 特朗普关税施压医药股 小米集团-W发布会后跌8%
Zhi Tong Cai Jing· 2025-09-26 08:48
港股今日震荡走弱,三大指数午后跌幅显著扩大,其中,恒科指表现最差,尾盘一度跌超3%。截止收 盘,恒生指数跌1.35%或356.48点,报26128.2点,全日成交额为3236.74亿港元;恒生国企指数跌 1.49%,报9303.1点;恒生科技指数跌2.89%,报6195.11点。全周来看,恒指累跌1.57%,国指累跌 1.79%,恒科指累跌1.58%。 2. 风电股逆市上涨。中国高速传动(00658)涨5.45%,报1.74港元;金风科技(02208)涨4.13%,报13.36港 元;大唐新能源(01798)涨2.29%,报2.68港元;龙源电力(001289)(00916)涨1.68%,报7.87港元。 摩根士丹利指出,经过近三年的下行周期后,中国风电价值链通过行业自律成功实现了反内卷,在2025 年初实现了价格和整体盈利能力的转机。该投行预计国内风电装机需求将保持韧性,并看好关键零部件 供应商和海缆企业的投资机会。报告显示,中国风电行业在经历了2022-2024年的困难时期后,通过内 部自我调节机制成功扭转了恶性竞争局面。摩根士丹利预计"十五五"规划期间,年均新增装机容量将超 过110GW,2028-20 ...
晶科能源涨4.31%,成交额7.73亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-24 09:32
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]
禾迈股份跌0.96%,成交额1.25亿元,今日主力净流入-790.92万
Xin Lang Cai Jing· 2025-09-23 08:37
Core Viewpoint - The article discusses the recent performance and business fundamentals of Hema Electric Power Electronics Co., Ltd., highlighting its involvement in the photovoltaic and energy storage sectors, as well as its financial metrics and market position. Company Overview - Hema Electric Power Electronics Co., Ltd. specializes in the research, manufacturing, and sales of photovoltaic inverters, energy storage products, and electrical equipment [2][7] - The company's main products include micro-inverters, monitoring equipment, distributed photovoltaic systems, modular inverters, and energy storage systems [2][7] Financial Performance - For the first half of 2025, Hema achieved a revenue of 1.005 billion yuan, representing a year-on-year growth of 10.78%, while the net profit attributable to shareholders was 16.27 million yuan, a significant decrease of 91.33% [8] - As of June 30, the number of shareholders was 9,849, a decrease of 5.73%, with an average of 12,597 circulating shares per person, an increase of 6.08% [8] Market Position and Recognition - Hema has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for companies excelling in niche markets and possessing strong innovation capabilities [2] - The company has a significant international presence, with overseas revenue accounting for 64.25% of total revenue, benefiting from the depreciation of the Renminbi [3] Shareholder Activity - On March 5, 2025, Hangkai Holdings Group announced plans to increase its stake in Hema, with an investment ranging from 111.5 million yuan to 223 million yuan, funded by its own resources and special loans [3] Trading Activity - On September 23, Hema's stock fell by 0.96%, with a trading volume of 125 million yuan and a turnover rate of 0.93%, bringing the total market capitalization to 13.499 billion yuan [1]
晶科能源跌3.18%,成交额5.80亿元,近3日主力净流入-2.59亿
Xin Lang Cai Jing· 2025-09-22 13:38
Core Viewpoint - JinkoSolar's stock experienced a decline of 3.18% on September 22, with a trading volume of 580 million yuan and a market capitalization of 51.827 billion yuan [1] Group 1: Company Performance and Developments - JinkoSolar has successfully mass-produced high-efficiency N-type TOPCon batteries and is actively developing new technologies and processes, including IBC and calcium-titanate batteries [2] - The company has a strong technical reserve in the N-type TOPCon field, with clear paths for efficiency improvement and cost reduction, and plans to increase investment to maintain its leadership in the "N-type era" [2] - JinkoSolar's main business includes the research, production, and sales of solar photovoltaic modules, battery cells, and silicon wafers, providing high-quality solar products globally [2][6] - As of June 30, JinkoSolar reported a revenue of 31.831 billion yuan for the first half of 2025, a year-on-year decrease of 32.63%, and a net profit attributable to shareholders of -2.909 billion yuan, a decrease of 342.38% [6] Group 2: Market and Financial Analysis - The main net inflow of funds for JinkoSolar was -93.958 million yuan, accounting for 0.18%, indicating a continuous reduction in main funds over three days [3][4] - The average trading cost of JinkoSolar's shares is 6.03 yuan, with recent reductions in holdings but at a slower pace; the current stock price is between resistance at 5.20 yuan and support at 5.17 yuan, suggesting potential for range trading [5] - JinkoSolar 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 [7] Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited is the second-largest circulating shareholder of JinkoSolar, holding 438 million shares, an increase of 57.206 million shares from the previous period [8] - The Huaxia SSE STAR 50 ETF and E Fund SSE STAR 50 ETF are also among the top shareholders, with changes in their holdings noted [8]
禾迈股份跌0.46%,成交额1.23亿元,后市是否有机会?
Xin Lang Cai Jing· 2025-09-19 11:34
Core Viewpoint - The article discusses the performance and business operations of Hangzhou Hemai Electric Power Electronics Co., Ltd., highlighting its involvement in the photovoltaic inverter and energy storage sectors, as well as its financial metrics and market position. Company Overview - Hangzhou Hemai Electric Power Electronics Co., Ltd. specializes in the research, manufacturing, and sales of photovoltaic inverters, energy storage products, and electrical equipment [2][7] - The company's main products include micro-inverters, monitoring devices, distributed photovoltaic systems, modular inverters, and energy storage systems [2][7] Financial Performance - For the first half of 2025, the company achieved a revenue of 1.005 billion yuan, representing a year-on-year growth of 10.78%, while the net profit attributable to shareholders decreased by 91.33% to 16.27 million yuan [8] - As of June 30, the number of shareholders was 9,849, a decrease of 5.73% from the previous period, with an average of 12,597 circulating shares per person, an increase of 6.08% [8] Market Position and Recognition - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title in China for small and medium-sized enterprises that excel in niche markets and possess strong innovation capabilities [2] - The company benefits from a significant overseas revenue share of 64.25%, aided by the depreciation of the Renminbi [3] Shareholder Activity - On March 5, 2025, Hangzhou Kaikai Holdings Group announced plans to increase its stake in Hemai, with an investment ranging from 111.5 million yuan to 223 million yuan, funded by its own resources and special loans [3] Trading Activity - On September 19, Hemai's stock fell by 0.46%, with a trading volume of 123 million yuan and a turnover rate of 0.89%, bringing the total market capitalization to 13.79 billion yuan [1]
9月18日沪深两市涨停分析
Xin Lang Cai Jing· 2025-09-18 07:34
创业板指放量下跌1.64%、沪指跌1.15%,券商股领跌,两市成交超3万亿。天普股份12连板,上海建工、山子高科、首开股份、香江控股5连板,一图看懂 >> 十吴心央头拴人物兵状儿成八公可拴胶版尔 和而泰 公司目前持有摩尔线程1.244%股份 飞乐音响 5天3板 公司的主要产品是汽车电子电器、汽车照明、模块封装及芯片测试服务、智能制造系统 集成、检验检测、精密零件;上半年净利润同比增长61.1% 机器人 Figure估值达390亿美元,英伟达等跟投;宇树开源机器人世界模型 销音股份 公司主营电动工具,子公司擎宝机器人主营机器人控制系统等设备 景兴纸业 3天3板 箱板纸行业龙头,全资子公司上海景兴实业投资有限公司参与的容腾基金有投资宇树科 技,公司对容腾基金的投资额为2000万元,持有份额约为1.6667%,容腾基金对宇树 科技的投资额为2000万元 均胜电子 10天5板 1、子公司近期新获两家头部品牌主机厂客户项目定点通知,公司将为上述客户在全球 范围内开发并提供一系列汽车智能化产品,包括CCU、智能网联等产品,根据客户规 划,上述项目预计全生命周期订单总金额约人民币150亿元,计划从2027年开始量 产。 2 ...
昱能科技跌2.84%,成交额2.10亿元,今日主力净流入-2298.80万
Xin Lang Cai Jing· 2025-09-18 07:33
Core Viewpoint - The company, YN Technology, focuses on the photovoltaic power generation sector and has experienced a decline in stock price, with a market capitalization of 8.391 billion yuan as of September 18 [1]. Company Overview - YN Technology specializes in the research, production, and sales of component-level power electronic devices for distributed photovoltaic power generation systems, including micro-inverters, intelligent control disconnectors, and energy communication and monitoring systems [2][3]. - The company has achieved product layout in energy storage, with portable, household, and commercial energy storage systems, and has entered mass production for its single-phase household energy storage series products, which are sold in Europe and the United States [2]. - YN Technology has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [2]. Financial Performance - As of the 2024 annual report, overseas revenue accounts for 66.03% of total revenue, benefiting from the depreciation of the RMB [3]. - For the first half of 2025, YN Technology reported revenue of 651 million yuan, a year-on-year decrease of 27.54%, and a net profit attributable to shareholders of 79.136 million yuan, down 9.88% year-on-year [7]. Market Activity - On September 18, the stock price of YN Technology fell by 2.84%, with a trading volume of 210 million yuan and a turnover rate of 2.47% [1]. - The company has seen a net outflow of 22.988 million yuan from main funds, indicating a reduction in holdings over the past three days [4][5]. Technical Analysis - The average trading cost of the stock is 51.95 yuan, with recent reductions in holdings slowing down; the current stock price is between resistance at 61.86 yuan and support at 46.38 yuan, suggesting potential for range trading [6].