A股的财富故事还在不断上演。9月3日，阳光电源大涨15.30%，收盘报114.9元，总市值达到2382亿元。这波强劲上涨，令其掌舵人、董事长曹仁贤刷新 了"安徽首富"的身价。按照30.46%的持股比例计算，曹仁贤目前身价高达715亿元。相较于2024年登上《胡润全球富豪榜》的财富值415亿元，一年间，其 身价涨了300亿元。 在行业萧条的大背景下，8月25日，阳光电源刚刚逆势交出了一份亮眼的成绩单。2025年上半年公司实现营业收入435.33亿元，同比增长40.34%；实现归 属于上市公司股东的净利润77.35亿元，同比增长55.97%。 这份半年报揭示，阳光电源的主营业务已经悄然转换——储能业务首次超越光伏逆变器，成为第一大收入来源。前不久，市场研究机构InfoLink发布了 2025上半年度全球储能系统出货排名。在2025年上半年全球储能系统出货量中，阳光电源超过特斯拉，跃居全球第一。这不禁令人感慨，市场变化来得如 此迅猛，要知道，去年这一榜单的前两名还是宁德时代和比亚迪。 发布半年报的同时，阳光电源宣布拟发行境外上市外资股（H股）股票，并申请在香港联合交易所有限公司主板挂牌上市。继宁德时代、亿纬锂能、欣 ...

光伏+固态电池双轮驱动，电力设备强势崛起！宁德时代涨逾3%，20CM高弹性——双创龙头ETF（588330）盘中拉升2．8% 今日（9月5日）创业板强势领涨，科创板赶紧跟上，覆盖科创板+创业板高成长龙头的双创龙头ETF（588330）场内价格现涨2．81%，实时成交额超4000万元，交投较为活跃！ 拉长时间来看，双创龙头ETF（588330）标的指数汇聚科创板+创业板高成长龙头，在本轮行情中，呈现高弹性特征！该指数自本轮低点（4月8日）以来，累计上涨59.27%，大幅跑赢创业板指 数据来源：Wind，统计区间：2025.4.8-2025.9.4。注：科创创业50指数2020-2024分年度涨跌幅为：86.90%、0.37%、-28.32%、-18.83%，13.63%，指数成份股构成根据该指数编制 涨幅前十大成份股均为电力设备行业个股！先导智能涨超15%，阳光电源涨逾10%，阿特斯、亿纬锂能涨逾9%，大全能源、宁德时代等个股大幅跟涨。 消息面上，两部门引导地方有序布局光伏、锂电池产业，指导地方梳理产能。开源证券指出，光伏反内卷高层支持、方向明晰，已取得阶段性进展，随着需求侧价格传导机制逐步畅通，以及供给 业内 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇9月5日｜A股市场储能概念股走强，其中，海博思创涨超12%，华宝新能涨超6%，科陆电子、南 都电源、派能科技、万里股份涨超4%，骆驼股份、圣阳股份涨超3%。 | 代码 | 名称 | | 涨幅%↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688411 | 海博思创 | + | 12.76 | 318亿 | 825.38 | | 301327 | 华宇新能 | 家 | 6.54 | 124亿 | 32.07 | | 002121 | 科陆电子 | 1 | 4.90 | 128亿 | 77.01 | | 300068 | 南都电源 | 章 | 4.88 | 162亿 | 11.83 | | 688063 | 派能科技 | + | 4.75 | 153亿 | 56.82 | | 600847 | 万里股份 | | 4.04 | 17.35亿 | 39.75 | | 601311 | 骆驼股份 | 1 | 3.78 | 122亿 | 30.11 | | 002580 | 圣阳股份 | | 3.40 ...

双登股份董事长、总裁杨锐博士在开工仪式致辞。"零碳算力地球"的实现离不开储能技术的支撑，全球 研发总部(新型储能零碳产业园)是双登立足全球视野、紧扣"人工智能+储能"发展方向、兑现上市承诺 的重点投资项目，是全力打造双登践行ESG承诺、推动可持续发展的"核心载体"。 未来，双登股份将以全球研发总部(新型储能零碳产业园)启用为新起点，深度参与全球零碳园区标准共 建，构建开放型能源应用生态赋能合作伙伴，与各方携手共筑可持续智慧能源新时代。 值得关注的是，此次开工距双登股份资本市场关键布局仅一周有余。8月26日，国家《关于深入实施"人 工智能＋"行动的意见》发布当日，双登股份成功登陆港交所主板，成为港股"AIDC智算中心储能"领域 首家上市企业。"政策+资本"的双重利好，不仅印证了市场对其AIDC智算储能核心技术价值的认可，更 凸显了投资者对双登把握"人工智能+储能"产业机遇能力的信赖，为此次全球研发总部(新型储能零碳产 业园)的落地奠定了坚实基础。 开工仪式上，泰州市姜堰区委书记孙靓靓在致辞中表示，双登股份深耕通信领域储能核心赛道，已成长 为"隐形冠军"。此次全球研发总部(新型储能零碳产业园)开工既是双登贯彻"双 ...

Group 1 - The A-share market showed mixed performance on September 5, with over 3,300 stocks rising, while sectors like power equipment, non-ferrous metals, and machinery led the gains, and sectors such as comprehensive, retail, and banking faced declines [1] - The renewable energy sector is experiencing a recovery, with the ChiNext Renewable Energy ETF (159368) surging by 7%, and its holdings, including companies like Yunda Co., Ltd. and Xianlead Intelligent, seeing increases of over 17% and 15% respectively [1] - The increase in raw material prices has led to price hikes among some battery cell manufacturers, driven by strong domestic and overseas energy storage demand, indicating a sustainable price increase trend [1] Group 2 - The ChiNext Renewable Energy ETF (159368) is the first ETF in the market tracking the ChiNext Renewable Energy Index, covering various segments of the renewable energy and electric vehicle industries, with a low management fee of 0.15% and a custody fee of 0.05%, making it an attractive investment option [2] - The overseas energy storage market is expected to see significant demand growth, particularly in Europe, where new installations are projected to reach 30 GWh this year, a 36% increase year-on-year [1] - The domestic energy storage supply chain is gaining a competitive edge, with increasing global market share in battery cells and energy storage systems, while many overseas manufacturers are heavily reliant on Chinese supply chains [1]

Group 1 - Tianhong Lithium Battery's stock price hit the limit up again on September 5, achieving two consecutive trading days of limit up [1] - The company's semi-annual report shows that total operating revenue for the first half of 2025 reached 227 million yuan, a year-on-year increase of 9.82%, while net profit attributable to shareholders increased by 66.47% compared to the same period last year [3] - There has been an explosive growth in overseas energy storage demand this year, leading to a surge in orders for domestic energy storage cell companies [3] Group 2 - According to CITIC Securities, major battery manufacturers are experiencing full orders and tight production capacity, with some leading manufacturers' energy storage battery orders for 2026 nearly fully booked [3] - The report indicates that the energy storage industry is witnessing a fundamental turning point, moving out of a long-term deflationary phase due to high demand in Europe and the U.S., optimized supply, and price recovery [3] - It is expected that the domestic energy storage business will break free from the previous "unprofitable" situation in 2025, entering a recovery phase in profitability [3]

Core Viewpoint - The article highlights the remarkable growth of Sungrow Power Supply Co., Ltd. (阳光电源) amidst a challenging industry backdrop, showcasing its strategic shift towards energy storage as a primary revenue source and its plans for international expansion through a Hong Kong listing [3][4][15]. Group 1: Company Performance - On September 3, 2025, Sungrow's stock surged by 15.30%, closing at 114.9 yuan, with a total market capitalization of 238.2 billion yuan [3]. - For the first half of 2025, the company reported a revenue of 43.533 billion yuan, a year-on-year increase of 40.34%, and a net profit of 7.735 billion yuan, up 55.97% [3]. - The energy storage business has overtaken photovoltaic inverters as the largest revenue source, with energy storage revenue reaching 17.803 billion yuan, a staggering increase of 127.78% [15]. Group 2: Strategic Developments - Sungrow announced plans to issue H-shares and list on the Hong Kong Stock Exchange, joining other major players in the energy storage sector [4]. - The company aims to enhance its global presence and brand image, leveraging the Hong Kong market as a funding reservoir for international expansion [4]. - The shift in revenue sources reflects a strategic pivot in response to market demands, with energy storage systems now accounting for 40.89% of total revenue, while photovoltaic inverters have decreased to 35.21% [15]. Group 3: Historical Context and Leadership - Founded in 1997 by Cao Renxian, who transitioned from academia to entrepreneurship, Sungrow has evolved from a small startup to a leading player in the renewable energy sector [6][10]. - The company has consistently focused on renewable energy, making pivotal decisions such as discontinuing traditional UPS products to concentrate on photovoltaic inverters and energy storage systems [10][18]. - Cao Renxian's leadership has been instrumental in navigating the company through industry challenges, leading to significant wealth accumulation and recognition as a top entrepreneur [10][19].

Group 1 - The photovoltaic and energy storage sectors experienced an initial rise on September 5, with notable stocks such as Tongrun Equipment achieving a three-day consecutive increase [1] - Other companies that saw gains include Nenghui Technology, Sunshine Power, Jingyun Tong, Trina Solar, and Daqo Energy [1]

Group 1: Core Insights - The storage industry is experiencing a fundamental turning point, moving out of a long-term deflationary phase due to high demand in Europe and the US, optimized supply, and price recovery [1] - The US storage market is expected to see an increase in installation capacity in 2026, contrary to previous expectations of a decline, driven by the OBBBA Act and a surge in orders from domestic manufacturers [1] - In Europe, the demand for large-scale storage is expected to grow significantly, with a forecasted increase in installation capacity to over 50 GWh in 2026, driven by high installation targets for renewable energy [2] Group 2: Market Dynamics - The US storage market is projected to have a compound annual growth rate of 28% from 2024 to 2026, with expected installation volumes of 45 GWh in 2025 and 59 GWh in 2026 [1] - In Europe, large-scale storage is expected to contribute significantly to the market, with demand projected to reach 8.8 GWh in 2024 and 16.3 GWh in 2025, reflecting an 86% year-on-year increase [2] - The penetration rate of Chinese companies in the European market is rapidly increasing, with significant market share gains in the household storage segment [2] Group 3: Pricing and Profitability - The battery cell prices are beginning to rise, indicating a recovery in demand, with small battery cells seeing price increases of 3-5 cents/Wh and larger cells increasing by 1-2 cents/Wh [3] - The domestic storage market is entering a price turning point, with expectations that battery manufacturers and leading integrators will benefit from increased profitability in 2025 [3] - The industry is moving towards a recovery phase, with the potential for the storage business to become profitable after a prolonged period of low margins [3]

Market Overview - The three major indices opened mixed on September 5, with the Shanghai Composite Index down by 0.11%, the Shenzhen Component Index up by 0.18%, and the ChiNext Index up by 0.49% [1] - The Shanghai Composite Index was at 3761.88 points, with a trading volume of 60.71 billion [2] - The Shenzhen Component Index reached 12140.76 points, with a trading volume of 83.81 billion [2] - The ChiNext Index stood at 2789.91 points, with a trading volume of 39.17 billion [2] External Market - U.S. stock markets saw all three major indices rise, with the S&P 500 closing at a record high of 6502.08 points, up by 0.83% [3] - The Dow Jones Industrial Average increased by 0.77% to 45621.29 points, while the Nasdaq Composite rose by 0.98% to 21707.69 points [3] - Most popular Chinese concept stocks declined, with notable drops including Zai Lab down by 4.15% and Alibaba down by 4.05% [3] Industry Insights - Citic Securities highlighted that the energy storage sector is one of the fastest-growing and most cost-effective segments in the new energy industry, despite recent market performance being average [4] - The report suggests that energy storage has established its growth trajectory and is expected to exceed expectations, with a focus on large-scale storage and independent energy storage systems [4] - China Medical Devices industry is projected to reach a turning point in Q3 2025, driven by innovation and global expansion, despite short-term negative impacts from healthcare cost control [5] - Huatai Securities noted that coal companies are maintaining or increasing dividend payouts in response to a downturn, reflecting confidence in long-term industry stability [6] - The report indicates that high-dividend coal companies are expected to maintain strong cash flow and sales performance amid fluctuating coal prices [6]