| 代码 | 名称 | * ● | 最新 涨幅%↓ | | | 金额 近一年涨幅% | | --- | --- | --- | --- | --- | --- | --- | | 600477 | 杭萧钢构 圆�* | | 3.27 | 10.10 | 2.29 乙 | 28.24 | | 688669 | 聚石化学 | B ◆ | 26.86 | 7.53 | 7355 厂 | 88.23 | | 688599 | 天合光能 圆◆↑ | | 18.90 | | 7.39 11.59 乙 | -10.34 | | 300585 | 奥联电子 | � | 19.55 | 5.96 | 2.03 Z | 40.65 | | 300118 | 东方日升 圆◆ | | 17.23 | | 5.71 26.10 乙 | 36.75 | | 688378 奥来德 | | R ◆ | 31.36 | 5.23 | 2.02 Z | 61.23 | | 300724 | 捷佳伟创 圆◆ | | 102.61 | | 4.70 22.72 乙 | 59.83 | | 300263 | 隆华科技 ■◆ | | 9.46 | 4. ...

据科技日报，近日，南京大学谭海仁教授团队联合仁烁光能（苏州）有限公司，攻克了钙钛矿薄膜生产 中绿色溶剂制备以及薄膜制备均匀性的难题，实现了钙钛矿光伏组件光电转换效率和组件长期运行可靠 性的双重突破。12月5日，该成果刊发于国际学术期刊《科学》。此次研究突破了钙钛矿太阳能电池产 业化的关键瓶颈，是推动其迈向商业化进程的重要一步。钙钛矿电池概念股二级市场表现分化明显。证 券时报·数据宝统计，截至12月5日收盘，概念股今年以来平均上涨29.25%，大幅跑赢同期上证指数。5 股年内涨幅翻倍，分别为杰普特、阳光电源、微导纳米、先导智能、上海港湾。20只概念股年内累计涨 幅跑输同期上证指数，占比超过半数。其中7股年内累计跌幅超10%，分别为宝馨科技、ST泉为、东方 日升、能之光、晶科能源、泽润新能、钧达股份。 ...

钙钛矿电池概念快速走强，中利集团3连板，奥来德、中来股份、天合光能跟涨。 ...

Core Viewpoint - The perovskite battery concept has shown a significant increase of 2.98%, ranking second among concept sectors, with notable stocks experiencing substantial gains, while some faced declines [1][2]. Group 1: Market Performance - The perovskite battery sector saw 43 stocks rise, with Zhonglai Co. hitting a 20% limit up, and other stocks like Tuori New Energy, Zhongli Group, and GCL-Poly also reaching their daily limit up [1]. - Leading gainers included Delong Laser, Kuake Electronics, and Ashi Chuang, with increases of 15.71%, 12.36%, and 11.39% respectively [1]. - Conversely, leading decliners were Weidao Nano, Huagong Technology, and Xiandao Intelligent, with decreases of 4.61%, 3.90%, and 3.52% respectively [1]. Group 2: Capital Flow - The perovskite battery sector experienced a net outflow of 641 million yuan, with 32 stocks receiving net inflows, and 7 stocks attracting over 100 million yuan in net inflows [2]. - GCL-Poly led the net inflow with 428 million yuan, followed by Zhonglai Co. and Artas with 221 million yuan and 196 million yuan respectively [2]. - Top stocks by net inflow ratio included Tuori New Energy, Zhongli Group, and GCL-Poly, with ratios of 50.39%, 43.92%, and 34.20% respectively [3].

Core Viewpoint - The Chinese stock market experienced a decline, with major indices such as the Shanghai Composite Index and Shenzhen Component Index reporting losses, while certain sectors like cultivated diamonds and perovskite batteries showed strong performance [1] Market Performance - The Shanghai Composite Index closed at 4002.76 points, down 0.39%, with a trading volume of 858.36 billion [1] - The Shenzhen Component Index closed at 13289.01 points, down 1.03%, with a trading volume of 1135.22 billion [1] - The ChiNext Index closed at 3134.32 points, down 1.40%, with a trading volume of 506.70 billion [1] Sector Performance - The cultivated diamond concept saw strong gains, with companies like Sifangda and Huanghe Xuanfeng hitting the daily limit [1] - The perovskite battery concept also rose, with Zhonglai Co., Xiexin Integrated, and Guosheng Technology reaching the daily limit [1] - The fluorine concept showed volatility but ended strong, with Yongtai Technology and Furui Shares hitting the daily limit [1] - The solid-state battery concept was actively traded, with Xiongtao Shares and Fangda Carbon hitting the daily limit [1] - The food and beverage sector performed well, with companies like Huanlejia and Sanyuan Shares reaching the daily limit [1] Declining Sectors - The communication equipment, insurance, securities, and aviation sectors reported the largest declines [1]

Core Insights - The perovskite battery concept has seen a rise of 2.64%, ranking 10th among concept sectors, with 43 stocks increasing in value, including notable gains from companies like Arctech (20% limit up), Tongwei Co., and LONGi Green Energy, which also hit the limit up [1][2]. Market Performance - The perovskite battery sector attracted a net inflow of 4.929 billion yuan, with 38 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflows. LONGi Green Energy led with a net inflow of 2.192 billion yuan, followed by Xianlead Intelligent, Tongwei Co., and Arctech [2][3]. - The top stocks by net inflow ratio include LONGi Green Energy at 27.92%, Arctech at 18.46%, and Yaopi Glass at 16.04% [3]. Stock Performance - Key performers in the perovskite battery sector include: - LONGi Green Energy: +10.00% with a turnover rate of 5.15% and a net inflow of 2.192 billion yuan [3]. - Xianlead Intelligent: +12.80% with a turnover rate of 14.16% and a net inflow of 1.168 billion yuan [3]. - Tongwei Co.: +10.00% with a turnover rate of 4.07% and a net inflow of 468.47 million yuan [3]. - Arctech: +19.97% with a turnover rate of 11.69% and a net inflow of 418.01 million yuan [3]. Decliners - The stocks with the largest declines include: - Dashengda: -5.61% [5]. - Shanghai Port Bay: -2.93% [5]. - Xinyu Ren: -2.56% [5].

Core Viewpoint - Shanghai Port Bay (605598.SH) has clarified that its main business remains unchanged despite being categorized by some platforms as part of the "commercial aerospace concept stock" and "perovskite battery concept stock" [1] Financial Performance - As of the audited financial data for 2024, the revenue contribution from commercial aerospace and perovskite solar businesses is less than 1%, indicating a small scale and no profitability [1] Business Impact - The categorization of the company’s stock does not have a substantial impact on its current main business operations, which focus on ground treatment and pile foundation engineering [1]

Core Viewpoint - Shanghai Port Bay (605598) announced on October 14 that its stock was included in "commercial aerospace concept stocks" and "perovskite battery concept stocks," despite its main business remaining focused on geotechnical engineering, including ground treatment and pile foundation projects [1] Financial Performance - As of the audited financial data for 2024, the revenue contribution from commercial aerospace and perovskite solar businesses is less than 1%, indicating a small scale and no profitability [1] Insider Trading - During the period of unusual stock trading fluctuations on October 14, the company's board members, including Vice General Manager Lan Ruixue, Director Liu Yu, and Secretary Wang Yiqian, sold 30,000 shares, 29,000 shares, and 31,500 shares of the company's stock, respectively, according to their reduction plans [1]

Core Viewpoint - Shanghai Port Bay (605598) announced on October 14 that its stock was included in "commercial aerospace concept stocks" and "perovskite battery concept stocks" by some platforms, despite the company's main business remaining unchanged as geotechnical engineering related to foundation treatment and pile foundation projects [1] Financial Performance - As of the audited financial data for 2024, the revenue contribution from commercial aerospace and perovskite solar businesses is less than 1%, indicating a small scale and no profitability [1] Insider Trading - During the period of unusual stock trading fluctuations on October 14, the company's director and deputy general manager, Lan Ruixue, along with director Liu Yu and board secretary Wang Yiqian, reduced their holdings by 30,000 shares, 29,000 shares, and 31,500 shares respectively according to their reduction plans [1]

Core Viewpoint - Shanghai Port Bay (605598.SH) announced that its stock experienced unusual trading fluctuations, attributed to its classification as a "commercial aerospace concept stock" and "perovskite battery concept stock" by certain platforms, despite its main business remaining unchanged [1] Company Summary - The company's primary operations focus on ground treatment and pile foundation engineering related to geotechnical engineering [1] - As of the audited financial data for 2024, the revenue contribution from commercial aerospace and perovskite solar businesses is less than 1%, indicating a small scale and lack of profitability [1] - The recent classification of the company’s stock does not have a substantial impact on its current main business operations [1] Insider Trading Summary - During the period of unusual stock trading fluctuations on October 14, 2025, the company's vice president and board member, Lan Ruixue, sold 30,000 shares according to a reduction plan [1] - Board member Liu Yu sold 29,000 shares on the same date under a reduction plan [1] - Company secretary Wang Yiqian sold 31,500 shares on October 14, 2025, also in accordance with a reduction plan [1]