记者 | 叶映橙,见习记者刘夏菲 编辑 | 刘巷 近年来，因跨界半导体而备受关注的光伏设备龙头晶盛机电，正遭遇多位高管减持。 10月17日，晶盛机电（300316.SZ）发布董事及高管减持股份预披露公告。公告显示，包括公司董事、副总裁朱亮等在内的5位董事及高管计划在2025年11 月8日至2026年2月7日期间，以集中竞价或大宗交易方式减持公司股份合计不超过277.62万股，占公司剔除回购专用账户股份后的总股本比例0.21%。 | 姓名 | 职务 | 股份来源 | 拟减持股 数(股) | 占总股本的比 例(不含回购 | | --- | --- | --- | --- | --- | | | | | | 专户) | | 朱亮 | 董事、副总裁 | 公司首次公开发行前 | 1,075,073 | 0.08% | | 傅林坚 | 运营副总裁 | 已发行的股份及股权 激励获得的股份(包括 | 606,181 | 0.05% | | 张俊 | 副总裁 | 因权益分派转增股本 | 752.824 | 0.06% | | | | 而增加的股份) | | | | 陆晓雯 | 副总裁、财务总 | 股权激励获得的股份 | 231 ...

Core Viewpoint - The recent share reduction by multiple executives at Jing Sheng Mechanical & Electrical (晶盛机电) raises concerns about the company's future performance and investor confidence, especially as it navigates the challenges of transitioning into the semiconductor industry [1][4]. Group 1: Executive Share Reduction - Jing Sheng Mechanical & Electrical announced that five executives, including Vice President Zhu Liang, plan to reduce their holdings by a total of up to 2,776,203 shares, representing 0.21% of the company's total share capital excluding repurchased shares [1][3]. - The total estimated cash from this share reduction is approximately 113 million yuan, with Zhu Liang's portion amounting to about 43.88 million yuan [3][5]. - The company stated that the reason for the share reduction is primarily due to the executives' personal financial needs, as they have not sold shares since 2019 [4][5]. Group 2: Semiconductor Business Development - Jing Sheng Mechanical & Electrical has been expanding into the semiconductor sector, with its subsidiary Jing Hong Precision serving as a significant supplier to semiconductor equipment manufacturer Xin Kailai [8]. - The company has achieved domestic production of 8-12 inch silicon wafer equipment and is extending its reach into chip manufacturing and advanced packaging [8]. - Despite the growth in the semiconductor business, the company has not disclosed specific revenue figures for this segment, although it has indicated that the proportion of semiconductor revenue is increasing while the share of photovoltaic business revenue is decreasing [8][9]. Group 3: Financial Performance - For the first half of the year, the company reported a revenue of 5.799 billion yuan, a year-on-year decrease of 42.85%, and a net profit of 639 million yuan, down 69.52% year-on-year [8][9]. - The decline in performance is attributed to the cyclical downturn in the photovoltaic industry and significant price drops in material business products, while the semiconductor equipment business is still in the development phase [9].

从交易背景来看，此次合作并非双方首次牵手。公告显示，2023年罗博特科曾与公司D及其控股子公司 发生类似交易，销售合同总额约6093.20万元，占当年营业收入比重3.88%；2022年、2024年双方无类似 交易记录。众和昆仑（北京）资产管理有限公司董事长柏文喜对《证券日报》记者表示："罗博特科与 合作方订单规模的大幅增长，既体现出客户对其技术方案的认可，也反映行业核心设备需求正逐步释 放。" 此次大单的落地，亦折射出2025年光伏行业在深度调整期的结构性机遇。《证券日报》记者了解到，今 年上半年，光伏电池片环节因"产能过剩+价格大幅下行"陷入行业性低迷，直接导致设备商订单承压、 验收放缓，罗博特科上半年营业收入同比减少65.53%，归属于上市公司股东的净利润亏损3333.02万 元，光伏主业面临显著压力。但行业出清过程中，头部企业加速技术迭代以巩固优势，催生了对高效设 备的精准需求，为技术储备深厚的设备商创造了突围空间。 值得一提的是，罗博特科独创的铜栅线异质结电池VDI、HDI电镀技术方案，相比市场现有技术可降低 占地与能耗、提升环保指标，为承接高端订单奠定基础。柏文喜进一步分析称："当前光伏行业'降本增 ...

格隆汇10月17日丨罗博特科(300757.SZ)公布，公司与交易对手方境内某光伏公司D的控股子公司签署的 单笔合同金额约为76,148.20万元人民币（含税），占公司2024年度经审计营业收入的比例约为 68.83%，达到公司自愿披露日常经营重大合同的披露批准。 ...

Core Viewpoint - The company Robotech (300757) has signed a significant contract worth approximately 761 million yuan (including tax) with a subsidiary of a domestic photovoltaic company, which is expected to positively impact its operating performance for the current and future years [1] Group 1 - The contract amount is approximately 761 million yuan, which represents about 68.83% of the company's audited revenue for the fiscal year 2024 [1] - The agreement is anticipated to have a positive effect on the company's operating performance for the current year and beyond [1]

近年来，因跨界半导体而备受关注的光伏设备龙头晶盛机电，正遭遇多位高管减持。 10月17日，晶盛机电（300316.SZ）发布董事及高管减持股份预披露公告。公告显示，包括公司董事、 副总裁朱亮等在内的5位董事及高管计划在2025年11月8日至2026年2月7日期间，以集中竞价或大宗交易 方式减持公司股份合计不超过277.62万股，占公司剔除回购专用账户股份后的总股本比例0.21%。 按照10月16日收盘价40.82元/股计算，5位董事及高管本次拟减持套现约1.13亿元，其中减持股份最多的 朱亮套现金额约合4388.45万元。 对于多位高管同时减持公司股份的原因，21财经·南财快讯记者以投资者身份致电晶盛机电，公司接线 工作人员表示，本次减持原因主要是高管自身的资金需求，"这几位高管在2019年之后就没有动过股票 了，后面我们又做了两期股权激励，他们本身也确实有取用资金改善生活的需求。"从减持股份来源来 看，除朱亮所减持股份涉及公司首次公开发行前已发行股份外，其他4位高管所减持股份均为股权激励 所获。 对于本次高管减持的后续影响，接线人员表示，本次被减持股权合计为0.21%，比例较低，预计不会造 成公司内部结构调 ...

近年来，因跨界半导体而备受关注的光伏设备龙头晶盛机电，正遭遇多位高管减持。 21财经·南财快讯记者就合作细节进一步询问晶盛机电，上述接线人员称目前子公司与新凯来的合作规 模暂不便透露，但表示"合作应该已有两三年了，在零部件业务里面（新凯来）是公司一个比较大的客 户。" 事实上，晶盛机电近年来持续跨界布局半导体。公开资料显示，半导体业务方面，晶盛机电公司产品涉 及半导体装备、半导体衬底材料以及半导体耗材及零部件领域。据公司介绍，公司目前已实现半导体8- 12英寸大硅片设备的国产化，并延伸拓展至芯片制造和先进封装领域。公司大硅片设备客户包括中环领 先、上海新昇、奕斯伟、有研硅、合晶科技、金瑞泓等头部半导体材料制造企业。 在近期的机构调研中，公司曾表示，截至2025年6月30日，公司未完成集成电路及化合物半导体装备合 同超37亿元（含税）。对于订单目前的完成情况，上述接线人员表示，"目前还没有进行跟踪，因为半 导体订单的执行周期相对较长，且公司近期也有新的订单在签订，所以它是一个持续滚动的过程。" 10月17日，晶盛机电（300316.SZ）发布董事及高管减持股份预披露公告。公告显示，包括公司董事、 副总裁朱亮等在 ...

Core Insights - The photovoltaic equipment sector experienced a significant decline of 5.91% on October 17, with Haiyou New Materials leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Market Performance - Haiyou New Materials saw a sharp decline of 10.98%, closing at 41.75, with a trading volume of 50,200 shares and a transaction value of 219 million [2] - Other notable declines included Sunshine Power down 10.91% to 145.21, and Aters down 9.20% to 12.24 [2] - The overall net outflow of main funds from the photovoltaic equipment sector was 5.866 billion, while retail investors saw a net inflow of 3.989 billion [2] Fund Flow Analysis - Major funds showed a net outflow from several companies, including Foster with a net outflow of 24.63 million and Jinko Solar with a net outflow of 41.83 million [3] - Conversely, companies like Fuyuan and *ST Jinkang experienced net inflows of 23.26 million and 17.93 million respectively [3] - The overall trend indicates a mixed sentiment among institutional and retail investors within the sector [3]

来源：新浪证券-红岸工作室 10月17日，禾迈股份跌3.92%，成交额1.77亿元，换手率1.32%，总市值132.85亿元。 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 ...

Market Overview - Major A-share indices collectively declined on October 17, with the Shanghai Composite Index falling by 1.95% to 3839 points, the Shenzhen Component down 3.04%, and the ChiNext Index dropping 3.36% [1][2] - The total market turnover reached 1.95 trillion yuan, an increase of 57 billion yuan compared to the previous trading day, with nearly 4800 stocks declining [1] Sector Performance - The power equipment sector saw significant declines, with Zhongheng Electric hitting the daily limit down [2] - The superconducting concept weakened, with Jingda Co. nearing the daily limit down [2] - High-pressure fast charging and wireless charging sectors also performed poorly, with Igor hitting the daily limit down [2] - The photovoltaic equipment sector experienced notable drops, with Haiyou New Materials and Sunshine Power both falling over 10% [4][5] - The semiconductor sector declined, with Debang Technology and Taijia Co. both dropping over 8% [7] Industry Insights - The photovoltaic industry is currently facing a supply-demand imbalance, with the core issue being the need for capacity clearance driven by "anti-involution" [4] - The European Automobile Manufacturers Association expressed concerns over potential disruptions in chip supply from Nexperia, which could severely impact the European automotive industry [6] - The airline sector showed signs of recovery, with an increase in passenger load factors and ticket prices expected to turn positive in Q4, supported by lower oil prices [11] Precious Metals - The precious metals sector was active, with international gold prices reaching new highs, driven by geopolitical uncertainties and expectations of further interest rate cuts [13][14] Individual Stock Movements - ZTE Corporation hit the daily limit down, closing at 48.63 yuan, following reports of the FCC's actions against Chinese electronic products [17]