| 样品标称名 | 标称商标 | 标称规格型号 | 标称生产日期/ | 标称生产者名称 | 被抽样生产者、销售者 | 被抽样销售者所在商场/电 | 认证机 | | --- | --- | --- | --- | --- | --- | --- | --- | | 称 | | | 批号 | | | 商平台 | 构 | | 光储逆变器 | 图形商标 | Sigen Hybrid 6.0 | 2025/10/16/- | 思格新能源(上海)股份有限公 | | / / / | / | | | | SP2 | | 司 | | | | | 光伏并网逆 | 图形商标 | EVT800 | 未标注/- | 上海创易能智能科技有限公司 | 恩沃新能源科技(上海)有 | / / / | / | | 变器 | | | | | 限公司 | | | | 光伏并网逆 | 图形商标 | X1-BOOST-6K | 未标注/- | 浙江艾罗网络能源技术股份有 | 上海乐测电子科技有限公 | / / / | / | | 变器 | | G4 | | 限公司 | 司 | | | | 光伏并网逆 | SUNGROW | SG20T-P2-CN | ...

Core Insights - The photovoltaic equipment sector experienced a 0.55% increase on January 19, with Yichin Optoelectronics leading the gains [1] - The Shanghai Composite Index closed at 4114.0, up 0.29%, while the Shenzhen Component Index closed at 14294.05, up 0.09% [1] Stock Performance - Yichin Optoelectronics (600537) closed at 3.07, up 10.04%, with a trading volume of 2.8972 million shares and a transaction value of 828 million [1] - Maiwei Co., Ltd. (300751) closed at 257.60, up 8.24%, with a trading volume of 180,900 shares and a transaction value of 4.604 billion [1] - Foster (603806) closed at 15.32, up 7.36%, with a trading volume of 910,500 shares and a transaction value of 1.374 billion [1] - Other notable performers include Airo Energy (688717) up 6.98%, Shuangliang Energy (600481) up 6.76%, and Bansheng Technology (300051) up 6.22% [1] Capital Flow - The photovoltaic equipment sector saw a net inflow of 904 million from main funds, while retail investors experienced a net outflow of 573 million [2] - The main funds' net inflow for Sunshine Power (300274) was 598 million, while retail investors had a net outflow of 347 million [3] - Maiwei Co., Ltd. (300751) had a main fund net inflow of 425 million, but retail investors saw a net outflow of 414 million [3] - Foster (603806) recorded a main fund net inflow of 234 million, with retail investors experiencing a net outflow of 186 million [3]

人民财讯1月19日电，天通股份（600330）1月19日公告，预计2025年度实现归属于母公司所有者的净利 润为亏损1.2亿元到1.7亿元，2025年，光伏行业供需结构失衡，低价竞争态势延续，导致下游企业开工 率普遍承压。作为光伏设备供应商，公司设备销售回款周期显著延长，相应应收账款坏账准备计提增 加，叠加存货跌价准备等影响，共同导致本期业绩预亏。 ...

（记者 王晓波） 每经头条（nbdtoutiao）——短剧大爆发，吸纳69万人就业！一度送外卖的演员也找到工作：收入还算 可观但太累，剧组常备速效救心丸，拍睡觉戏真能睡着 每经AI快讯，天通股份1月19日晚间发布业绩预告，预计2025年度实现归属于母公司所有者的净利润 为-1.2亿元到-1.7亿元，与上年同期（法定披露数据：8872.3万元）相比，将出现亏损。业绩变动主要原 因是，2025年，光伏行业供需结构失衡，低价竞争态势延续，导致下游企业开工率普遍承压。作为光伏 设备供应商，公司设备销售回款周期显著延长，相应应收账款坏账准备计提增加，叠加存货跌价准备等 影响，共同导致本期业绩预亏。 ...

天通股份公告，公司预计2025年度实现归属于母公司所有者的净利润为-12000万元到-17000万元；实现 归属于母公司所有者的扣除非经常性损益的净利润为-17000万元到-22000万元。2025年，光伏行业供需 结构失衡，低价竞争态势延续，导致下游企业开工率普遍承压。作为光伏设备供应商，公司设备销售回 款周期显著延长，相应应收账款坏账准备计提增加，叠加存货跌价准备等影响，共同导致本期业绩预 亏。 （文章来源：第一财经） ...

Market Overview - The A-share market experienced a morning surge followed by a pullback, with the Shanghai Composite Index breaking through 4100 points. By the morning close, the Shanghai Composite Index rose by 0.13%, while the ChiNext Index fell by 0.64%, with 3381 stocks in the market rising [1][2]. Electric Grid Equipment Sector - The electric grid equipment sector saw a surge, with stocks like Double杰电气 hitting the daily limit and 亿能电力 rising over 20%. The State Grid announced a fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan, focusing on technological innovation and new power system construction. This investment is expected to create a full industry chain effect, benefiting five major sectors including ultra-high voltage and distribution network upgrades [3][4]. Commercial Aerospace and Photovoltaic Sectors - The commercial aerospace concept showed active performance, with stocks like 九鼎新材 and 越秀资本 hitting the daily limit. The photovoltaic sector also saw significant gains, particularly in the space photovoltaic direction, with 赛伍技术 reaching the daily limit. However, warnings about potential bubbles in this sector were noted, as several leading photovoltaic companies announced expected losses exceeding 28.9 billion yuan for 2025 [4]. Precious Metals Sector - The precious metals sector was active, with 四川黄金 rising over 9% and other gold stocks like 招金黄金 and 西部黄金 also performing well. International gold and silver prices reached historical highs, with gold prices exceeding $4690 per ounce and silver prices surpassing $94 per ounce. Domestic gold jewelry prices also saw significant increases, with some brands raising prices by 24 yuan per gram in a single day [4]. Declining Stocks - The CPO concept experienced a downturn, with AI applications, semiconductors, and cultivated diamonds showing significant declines. 包钢股份 opened with a drop of 5.6% following a tragic explosion incident at its plant, resulting in casualties and injuries. 容百科技 faced a 20% limit down due to an investigation by the securities regulatory authority for misleading statements [5]. Doubling Stocks - Several stocks in the A-share market have doubled in value, including 易点天下 and 志特新材, which saw increases of over 100% and 138%, respectively. The semiconductor stock 珂玛科技, despite a drop of over 3% recently, had a cumulative increase of over 159% in the past 26 trading days [6][8]. Cryptocurrency Market - The cryptocurrency market faced a downturn, with major cryptocurrencies experiencing significant declines, leading to over 240,000 liquidations and a total liquidation amount of $864 million [9].

1月19日，禾迈股份盘中上涨2.02%，截至11:24，报105.20元/股，成交8060.63万元，换手率0.63%，总 市值130.53亿元。 分红方面，禾迈股份A股上市后累计派现13.06亿元。近三年，累计派现11.86亿元。 资金流向方面，主力资金净流入203.17万元，特大单买入0.00元，占比0.00%，卖出103.70万元，占比 1.29%；大单买入1802.49万元，占比22.36%，卖出1495.62万元，占比18.55%。 责任编辑：小浪快报 禾迈股份所属申万行业为：电力设备-光伏设备-逆变器。所属概念板块包括：储能、增持回购、融资融 券、中盘、光伏玻璃等。 截至9月30日，禾迈股份股东户数1.02万，较上期增加3.82%；人均流通股12134股，较上期减少3.68%。 2025年1月-9月，禾迈股份实现营业收入13.23亿元，同比增长4.57%；归母净利润-5911.54万元，同比减 少124.07%。 禾迈股份今年以来股价涨4.38%，近5个交易日涨0.77%，近20日涨10.73%，近60日跌0.35%。 资料显示，杭州禾迈电力电子股份有限公司位于浙江省杭州市拱墅区康桥街道候圣街99 ...

据交易所数据显示，截至1月19日开盘一小时，主力资金流入前20的股票分别为： 中国西电（15.16亿元）、 特变电工（12.98亿元）、 海光信息（6.10亿 元）、 阳光电源（6.07亿元）、 新易盛（5.54亿元）、 双杰电气（5.41亿元）、 保变电气（4.38亿元）、 金风科技（4.12亿元）、 许继电气（3.49亿元）、 拓普集团（3.22亿元）、 巨人网络（3.19亿元）、 深科技（3.10亿元）、 长飞光纤（2.91亿元）、 中国铀业（2.84亿元）、 中控技术（2.79亿元）、 立讯精 密（2.70亿元）、 中国中免（2.67亿元）、 华夏幸福（2.57亿元）、 九鼎新材（2.47亿元）、 亨通光电（2.32亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 中国西电 | 10.04 | 15.16亿元 | 电网设备 | | 特变电工 | 7.07 | 12.98亿元 | 电网设备 | | 海米信息 | 3.67 | 6.10亿元 | 米當体 | | 阳光电源 | 1.69 | 6.07亿元 | 光伏设备 | | ...

Group 1 - The main market experienced a net outflow of 17.805 billion yuan in principal funds as of January 19, one hour after the market opened [1] - The top ten sectors with inflows of principal funds included: Electric Grid Equipment (5.863 billion yuan), Wind Power Equipment (670 million yuan), Minor Metals (577 million yuan), Photovoltaic Equipment (574 million yuan), Precious Metals (551 million yuan), Electric Power Industry (486 million yuan), Power Equipment (457 million yuan), Tourism and Hotels (446 million yuan), Gaming (393 million yuan), and Glass Fiber (339 million yuan) [1][3] Group 2 - Electric Power Equipment sector received 457 million yuan in inflows, with Shanghai Electric being a notable company in this sector [3] - The Tourism and Hotels sector saw inflows of 446 million yuan, with China Duty Free Group as a key player [3] - The Gaming sector attracted 393 million yuan, with Giant Network being a significant company in this area [3] - The Glass Fiber sector had inflows of 339 million yuan, with Jiuding New Materials as a prominent company [3]

光伏设备板块短线拉升，双良节能涨停，帝科股份、拉普拉斯、迈为股份、琏升科技、亿晶光电跟涨。 相关ETF方面，光伏龙头ETF（516290）涨0.76%，成交额611.97万元，光伏ETF易方达（562970）涨 0.66%，成交额138.53万元。 ...