格隆汇10月14日丨锦浪科技(300763.SZ)公布三季度报告，前三季营业收入56.6亿元，同比增长9.71%， 归属于上市公司股东的净利润8.65亿元，同比增长29.39%，归属于上市公司股东的扣除非经常性损益的 净利润8.02亿元，同比增长27.32%。 ...

Investment Rating - The industry is rated as "stronger than the market," indicating an expected increase of over 10% in the industry index relative to the CSI 300 index over the next six months [16]. Core Views - The A-share market experienced slight fluctuations with strong performance in the financial, liquor, photovoltaic equipment, and coal industries, while sectors like semiconductors, small metals, communication equipment, and batteries showed weaker performance [2][3]. - The average price-to-earnings (P/E) ratios for the Shanghai Composite Index and the ChiNext Index are 15.90 times and 48.97 times, respectively, which are above the median levels of the past three years, suggesting a suitable environment for medium to long-term investments [3][15]. - The total trading volume on the two exchanges reached 25,969 billion, indicating a level above the median daily trading volume over the past three years, reflecting increased market activity [3][15]. - The upcoming third-quarter report window is expected to show a rebound in profit growth across most industries due to a low base from the previous year, which will help strengthen market confidence [3][15]. - There is a gradual shift of household savings towards the capital market, creating a continuous source of incremental funds [3][15]. - Short-term investment opportunities are recommended in the financial, liquor, photovoltaic equipment, and coal industries, while investors are advised to remain cautious and avoid blind chasing of high prices [3][15]. Summary by Sections A-share Market Overview - On October 14, the A-share market faced resistance after an initial rise, with the Shanghai Composite Index encountering resistance around 3,918 points before retreating [7]. - The Shanghai Composite Index closed at 3,865.23 points, down 0.62%, while the Shenzhen Component Index fell by 2.54% [8]. - Over 60% of stocks declined, with the banking, gas, coal, and liquor sectors showing the most significant gains [7][9]. Future Market Outlook and Investment Recommendations - The market is expected to maintain a steady upward trend amidst fluctuations, with close attention needed on policy, funding, and external market changes [3][15]. - The report emphasizes the importance of structural optimization to seize market opportunities while remaining cautious [3][15].

Core Insights - Jinlang Technology (300763) reported its Q3 2025 results, showing a revenue of 1.869 billion yuan, representing a year-on-year growth of 3.43% [1] - The company's net profit attributable to shareholders for Q3 was 263 million yuan, reflecting a year-on-year decline of 16.85% [1] - For the first three quarters, the net profit attributable to shareholders reached 865 million yuan, indicating a year-on-year increase of 29.39% [1]

（记者 曾健辉） 截至发稿，锦浪科技市值为350亿元。 每经AI快讯，锦浪科技（SZ 300763，收盘价：87.9元）10月14日晚间发布三季度业绩公告称，2025年 前三季度营收约56.63亿元，同比增加9.71%；归属于上市公司股东的净利润约8.65亿元，同比增加 29.39%；基本每股收益2.19元，同比增加29.59%。 每经头条（nbdtoutiao）——中科院博导带队，中国固态电池技术又有重大突破！ ...

智通财经APP讯，锦浪科技(300763.SZ)发布2025年三季度报告，该公司前三季度营业收入为56.63亿 元，同比增长9.71%。归属于上市公司股东的净利润为8.65亿元，同比增长29.39%。归属于上市公司股 东的扣除非经常性损益的净利润为8.02亿元，同比增长27.32%。基本每股收益为2.19元。 ...

↑点击上面图片 加雪球核心交流群 ↑ A股三大指数今日集体回调，截至收盘，上证指数跌0.62%，深证成指跌2.54%，创业板指跌3.99%，北证50跌0.22%。沪深京三市全天成交额25966 亿元，较上日放量2224亿元。全市场超3500只个股下跌。 板块题材上，燃气、保险、白酒、煤炭、银行、港口航运、光伏设备板块涨幅居前；有色金属、半导体、光刻机、CPO、消费电子、人形机器人概 念股跌幅居前。分化比较明显，科技板块有较大的回调，而传统板块表现相对不错。让我们一起看看今天的热点。 光模块大幅回调！ 本轮牛市表现最突出的光模块板块今日大幅回调。新易盛跌超9%，中际旭创跌超8%，天孚通信跌超5%。 01 消息面上，行业层面，板块内巨头被减持消息不断。10月9日晚，新易盛披露询价转让结果：实控人高光荣以328元/股的价格，通过询价转让向机构 投资者出售1143.07万股（占总股本1.15%），套现37.49亿元。 年内中际旭创与天孚通信股东的密集减持次数也已经高达20次，总金额23.01亿元。其中，中际旭创总计减持14.24亿元，减持方包括第五大股东苏 州云昌锦等多家合伙企业、ITC INNOVATION LIM ...

Core Insights - The photovoltaic equipment sector experienced a rise of 1.89% on October 14, with Yichin Photovoltaic leading the gains [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Yichin Photovoltaic (600537) closed at 4.10, up 9.92%, with a trading volume of 1.72 million shares and a transaction value of 700 million [1] - Ainuoju (920770) closed at 20.61, up 9.34%, with a trading volume of 204,300 shares and a transaction value of 434 million [1] - Tiantai Photovoltaic (6658889) closed at 18.74, up 8.39%, with a trading volume of 1.08 million shares and a transaction value of 2.064 billion [1] - JinkoSolar (002459) closed at 13.86, up 7.03%, with a trading volume of 1.736 million shares and a transaction value of 2.428 billion [1] - Longi Green Energy (601012) closed at 19.28, up 6.34%, with a trading volume of 5.569 million shares and a transaction value of 10.928 billion [1] Capital Flow - The photovoltaic equipment sector saw a net inflow of 1.825 billion in main funds, while retail funds experienced a net outflow of 1.111 billion [2] - The main funds for Longi Green Energy (601012) had a net inflow of 1.527 billion, accounting for 13.97% of the total [3] - Yichin Photovoltaic (600537) had a net inflow of 279 million from main funds, representing 39.86% of the total [3]

异动分析 光伏概念+储能+专精特新+人民币贬值受益+回购增持再贷款概念 1、杭州禾迈电力电子股份有限公司主营业务是光伏逆变器相关产品、储能相关产品、电气成套设备及 相关产品的研发、制造与销售业务。主要产品有微型逆变器及监控设备、分布式光伏发电系统、模块化 逆变器及其他电力变换设备、电气成套设备及元器件。 2、杭州禾迈电力电子股份有限公司的主营业务是光伏逆变器相关产品、储能相关产品、电气成套设备 及相关产品的研发、制造与销售业务。公司的主要产品是微型逆变器及监控设备、关断系统、组串式逆 变器、光伏发电系统、储能逆变器、储能系统。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 4、根据2024年年报，公司海外营收占比为64.25%，受益于人民币贬值。 5、2025年3月5日公告，杭开控股集团拟增持禾迈股份，增持金额不低于1.115亿元，不超过2.23亿元， 资金 ...

来源：新浪证券-红岸工作室 10月14日，晶科能源涨4.49%，成交额14.07亿元，换手率2.37%，总市值582.30亿元。 异动分析 BC电池+TOPCON电池+光伏概念+储能 今日主力净流入6543.47万，占比0.05%，行业排名11/70，连续2日被主力资金增仓；所属行业主力净流 入19.57亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入6543.47万4448.27万7608.03万-340.76万-6.54亿 主力持仓 主力没有控盘，筹码分布非常分散，主力成交额1.20亿，占总成交额的4.02%。 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 ...

市场全天震荡调整，创业板指、科创50指数盘中双双跌超4%。截至收盘，沪指跌0.62%，深成指跌2.54%，创业板指跌3.99%。 盘面上，市场热点较为杂乱，超硬材料概念股全天领涨，黄河旋风涨停。 | 还原 2 代码 | | 名称 | - 现价 | 最高 | 最低 所属行业 | | 【 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 600111 北方稀土 | -1.61% | 56.80 | 61.69 | 56.10 小金属 | -0.93 251.1亿 | 2053亿 | 2053亿 | -8.21 | | 2 300502 新易盛 | | -9.21% | 316.50 | 355.70 | 315.68 通信设备 | -32.10 200.6亿 3146亿 | | 2802亿 | -6.18 | | က | 000063 中兴通讯 | -6.47% | 50.20 | 55.85 | 50.00 通信设备 | -3.47 - 194.2亿 | 2401亿 | 2022亿 | -6.32 | | ﮨ | ...