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 ...

横店东磁所属申万行业为：电力设备-光伏设备-光伏电池组件。所属概念板块包括：单晶硅、小金属、 新材料、磁悬浮、BIPV概念等。 截至6月30日，横店东磁股东户数8.69万，较上期增加19.51%；人均流通股18690股，较上期减少 16.33%。2025年1月-6月，横店东磁实现营业收入119.36亿元，同比增长24.76%；归母净利润10.20亿 元，同比增长59.67%。 分红方面，横店东磁A股上市后累计派现43.67亿元。近三年，累计派现25.45亿元。 10月10日，横店东磁盘中下跌2.02%，截至13:39，报20.33元/股，成交7.52亿元，换手率2.24%，总市值 330.71亿元。 资金流向方面，主力资金净流出1433.54万元，特大单买入1.19亿元，占比15.76%，卖出1.25亿元，占比 16.63%；大单买入1.60亿元，占比21.22%，卖出1.67亿元，占比22.26%。 横店东磁今年以来股价涨67.45%，近5个交易日涨12.16%，近20日涨18.02%，近60日涨43.01%。 今年以来横店东磁已经1次登上龙虎榜，最近一次登上龙虎榜为3月12日，当日龙虎榜净买入1.28亿元 ...

Core Viewpoint - The stock of Shuangjie Electric has shown significant growth in 2023, with a year-to-date increase of 22.22%, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Shuangjie Electric reported a revenue of 2.376 billion yuan, representing a year-on-year growth of 41.95% [2]. - The net profit attributable to shareholders for the same period was 104 million yuan, reflecting a year-on-year increase of 20.11% [2]. Stock Market Activity - As of October 10, Shuangjie Electric's stock price was 8.47 yuan per share, with a trading volume of 161 million yuan and a turnover rate of 3.11% [1]. - The company experienced a net inflow of main funds amounting to 3.2409 million yuan, with significant buying and selling activities from large orders [1]. Shareholder Information - As of June 30, the number of shareholders for Shuangjie Electric was 44,500, a decrease of 13.36% from the previous period [2]. - The average number of circulating shares per shareholder increased by 21.10% to 13,977 shares [2]. Business Overview - Shuangjie Electric, established on December 13, 2002, and listed on April 23, 2015, operates in the power sector, focusing on the research, development, production, sales, and operation of "source, network, load, and storage" [1]. - The company's revenue composition includes 49.10% from new energy development, 27.29% from smart electrical equipment, 12.74% from transformers and box-type substations, and 10.44% from new energy intelligent equipment [1]. Dividend Information - Since its A-share listing, Shuangjie Electric has distributed a total of 146 million yuan in dividends, with no dividends paid in the last three years [3].

资金流向方面，主力资金净流出1038.82万元，特大单买入247.71万元，占比2.61%，卖出533.31万元， 占比5.62%；大单买入1802.62万元，占比18.99%，卖出2555.84万元，占比26.92%。 截至9月19日，旗滨集团股东户数9.81万，较上期减少2.48%；人均流通股27368股，较上期增加2.54%。 2025年1月-6月，旗滨集团实现营业收入73.93亿元，同比减少6.55%；归母净利润8.91亿元，同比增长 9.77%。 旗滨集团今年以来股价涨26.33%，近5个交易日涨6.35%，近20日涨11.76%，近60日涨25.09%。 资料显示，株洲旗滨集团股份有限公司位于广东省深圳市南山区桃源街道龙珠四路2号方大城T1栋36 楼，成立日期2005年7月8日，上市日期2011年8月12日，公司主营业务涉及玻璃及玻璃制品生产、销 售。主营业务收入构成为：超白光伏玻璃43.59%，优质浮法玻璃37.93%，节能建筑玻璃14.87%，其他 功能玻璃2.39%，其他(补充)1.18%，物流0.04%。 旗滨集团所属申万行业为：建筑材料-玻璃玻纤-玻璃制造。所属概念板块包括：BIPV概念 ...

截至6月30日，硅宝科技股东户数3.84万，较上期减少4.90%；人均流通股8780股，较上期增加2.79%。 2025年1月-6月，硅宝科技实现营业收入17.07亿元，同比增长47.36%；归母净利润1.54亿元，同比增长 51.56%。 分红方面，硅宝科技A股上市后累计派现8.50亿元。近三年，累计派现3.53亿元。 今年以来硅宝科技已经2次登上龙虎榜，最近一次登上龙虎榜为7月10日，当日龙虎榜净买入3708.17万 元；买入总计1.91亿元 ，占总成交额比8.08%；卖出总计1.54亿元 ，占总成交额比6.51%。 资料显示，成都硅宝科技股份有限公司位于四川省成都高新区新园大道16号，成立日期1998年10月19 日，上市日期2009年10月30日，公司主营业务涉及有机硅室温硫化硅橡胶胶及制胶专用生产设备的自主 研发、生产和销售。主营业务收入构成为：建筑类用胶40.42%，热熔胶31.80%，工业类用胶27.42%， 其他(补充)0.36%。 硅宝科技所属申万行业为：基础化工-化学制品-有机硅。所属概念板块包括：BC电池、BIPV概念、绿 色建筑、装配建筑、小盘等。 10月9日，硅宝科技盘中上涨2.05 ...

Core Viewpoint - The stock of Double杰 Electric has shown a positive trend with a year-to-date increase of 19.48%, reflecting strong performance in the power equipment sector, particularly in renewable energy and smart electrical equipment [1][2]. Financial Performance - For the first half of 2025, Double杰 Electric reported a revenue of 2.376 billion yuan, representing a year-on-year growth of 41.95% [2]. - The net profit attributable to shareholders for the same period was 104 million yuan, showing a year-on-year increase of 20.11% [2]. Stock Market Activity - As of October 9, the stock price of Double杰 Electric was 8.28 yuan per share, with a trading volume of 47.26 million yuan and a turnover rate of 0.93% [1]. - The company experienced a net inflow of main funds amounting to 2.16 million yuan, with significant buying activity from large orders [1]. Shareholder Information - As of June 30, the number of shareholders for Double杰 Electric was 44,500, a decrease of 13.36% from the previous period [2]. - The average number of circulating shares per shareholder increased by 21.10% to 13,977 shares [2]. Business Overview - Double杰 Electric, established on December 13, 2002, and listed on April 23, 2015, focuses on the research, development, production, sales, and operation in the power sector, covering areas such as "source, network, load, and storage" [1]. - The company's revenue composition includes 49.10% from new energy construction, 27.29% from smart electrical equipment, 12.74% from transformers and box-type substations, and 10.44% from new energy intelligent equipment [1]. Dividend Information - Since its A-share listing, Double杰 Electric has distributed a total of 146 million yuan in dividends, with no dividends paid in the last three years [3].

10月9日，德业股份盘中上涨2.00%，截至09:47，报82.62元/股，成交6.77亿元，换手率0.92%，总市值 747.26亿元。 机构持仓方面，截止2025年6月30日，德业股份十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股3229.13万股，相比上期增加948.08万股。泉果旭源三年持有期混合A（016709）位居第五 大流通股东，持股864.14万股，相比上期增加270.26万股。广发小盘成长混合(LOF)A（162703）位居第 六大流通股东，持股770.16万股，相比上期增加220.05万股。华泰柏瑞沪深300ETF（510300）位居第七 大流通股东，持股651.75万股，相比上期增加207.80万股。交银先进制造混合A（519704）位居第九大 流通股东，持股585.05万股，为新进股东。广发高端制造股票A（004997）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，宁波德业科技股份有限公司位于浙江省宁波市北仑区大碶甬江南路26号，成立日期2000年8 月4日，上市日期2021年4月20日，公司主营业务涉及从事蒸发器、冷凝器和变频控制芯片等部件以及除 湿机和空气源 ...

旗滨集团所属申万行业为：建筑材料-玻璃玻纤-玻璃制造。所属概念板块包括：BIPV概念、光伏玻璃、 太阳能、新能源、特种玻璃等。 旗滨集团今年以来股价涨29.20%，近5个交易日涨12.87%，近20日涨13.59%，近60日涨26.58%。 资料显示，株洲旗滨集团股份有限公司位于广东省深圳市南山区桃源街道龙珠四路2号方大城T1栋36 楼，成立日期2005年7月8日，上市日期2011年8月12日，公司主营业务涉及玻璃及玻璃制品生产、销 售。主营业务收入构成为：超白光伏玻璃43.59%，优质浮法玻璃37.93%，节能建筑玻璃14.87%，其他 功能玻璃2.39%，其他(补充)1.18%，物流0.04%。 9月30日，旗滨集团盘中上涨2.13%，截至13:16，报7.19元/股，成交1.94亿元，换手率1.02%，总市值 192.95亿元。 资金流向方面，主力资金净流入191.77万元，特大单买入832.69万元，占比4.28%，卖出960.03万元，占 比4.94%；大单买入3885.01万元，占比19.99%，卖出3565.90万元，占比18.35%。 机构持仓方面，截止2025年6月30日，旗滨集团十大流通股 ...

资料显示，隆基绿能科技股份有限公司位于陕西省西安市经济技术开发区尚苑路8369号，成立日期2000 年2月14日，上市日期2012年4月11日，公司主营业务涉及单晶硅棒、硅片、电池和组件的研发、生产和 销售,为光伏集中式地面电站和分布式屋顶(含BIPV)开发提供产品和系统解决方案,积极布局和培育光伏 制氢业务。主营业务收入构成为：光伏产品销售93.51%，电站业务3.54%，其他业务2.95%。 隆基绿能所属申万行业为：电力设备-光伏设备-光伏电池组件。所属概念板块包括：BC电池、多晶硅、 BIPV概念、单晶硅、钙钛矿电池等。 截至9月10日，隆基绿能股东户数71.49万，较上期增加0.09%；人均流通股10599股，较上期减少 0.09%。2025年1月-6月，隆基绿能实现营业收入328.13亿元，同比减少14.83%；归母净利润-25.69亿 元，同比增长51.00%。 分红方面，隆基绿能A股上市后累计派现92.71亿元。近三年，累计派现43.20亿元。 9月30日，隆基绿能盘中上涨2.05%，截至13:13，报17.94元/股，成交14.17亿元，换手率1.06%，总市值 1359.50亿元。 资金流向 ...

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].