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 ...

Core Viewpoint - DeYe Co., Ltd. has shown significant stock price growth and strong financial performance in recent months, indicating a positive outlook for the company in the renewable energy sector, particularly in inverter and energy storage solutions [1][2]. Financial Performance - As of June 30, 2025, DeYe Co., Ltd. achieved a revenue of 5.535 billion yuan, representing a year-on-year growth of 16.58% [2]. - The net profit attributable to shareholders for the same period was 1.522 billion yuan, reflecting a year-on-year increase of 23.18% [2]. - The company has distributed a total of 4.238 billion yuan in dividends since its A-share listing, with 3.897 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 30, 2023, DeYe Co., Ltd.'s stock price increased by 2.09%, reaching 77.08 yuan per share, with a trading volume of 341 million yuan and a turnover rate of 0.50% [1]. - The company's stock has risen by 31.28% year-to-date, with notable increases of 8.89% over the last five trading days, 22.00% over the last 20 days, and 40.30% over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with the most recent appearance on September 5 [1]. Shareholder Composition - As of June 30, 2025, DeYe Co., Ltd. had 52,300 shareholders, an increase of 76.28% from the previous period, with an average of 17,284 circulating shares per shareholder, down by 20.57% [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 32.2913 million shares, an increase of 9.4808 million shares from the previous period [3].

数据显示，华泰柏瑞基金旗下1只基金位居德业股份十大流通股东。华泰柏瑞沪深300ETF（510300）二 季度增持207.8万股，持有股数651.75万股，占流通股的比例为0.72%。根据测算，今日浮盈赚取约 2411.46万元。 华泰柏瑞沪深300ETF（510300）成立日期2012年5月4日，最新规模3747.04亿。今年以来收益18.19%， 同类排名2810/4220；近一年收益31.32%，同类排名2412/3835；成立以来收益111.49%。 9月29日，德业股份涨5.08%，截至发稿，报76.60元/股，成交8.80亿元，换手率1.29%，总市值692.81亿 元。 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 湿机和空气源热泵热风机等环境电器产品的研发、生产和销售。主营业务收入构成为：逆变器 47.77%，储能电池包25.69%，热交换器15.68%，除湿机7.36%，其他3.16%，其他(补充)0.34%。 从德业股份十大流通股东角度 风险 ...

Core Viewpoint - DeYe Co., Ltd. has shown significant stock performance and financial growth, with a notable increase in revenue and net profit year-on-year, indicating strong market positioning in the power equipment sector, particularly in inverters and energy storage solutions [1][2]. Financial Performance - As of June 30, 2025, DeYe Co., Ltd. achieved a revenue of 5.535 billion yuan, representing a year-on-year growth of 16.58% [2]. - The net profit attributable to shareholders for the same period was 1.522 billion yuan, reflecting a year-on-year increase of 23.18% [2]. - The company has distributed a total of 4.238 billion yuan in dividends since its A-share listing, with 3.897 billion yuan distributed over the past three years [3]. Stock Market Activity - On September 24, 2023, DeYe Co., Ltd.'s stock price increased by 2.15%, reaching 72.31 yuan per share, with a trading volume of 9.13 billion yuan and a turnover rate of 1.41% [1]. - The stock has appreciated by 23.16% year-to-date, with a 2.80% increase over the last five trading days, 19.42% over the last 20 days, and 37.58% over the last 60 days [1]. - The company has appeared on the "龙虎榜" (a list of stocks with significant trading activity) once this year, with the most recent appearance on September 5 [1]. Shareholder Information - As of June 30, 2025, the number of shareholders for DeYe Co., Ltd. was 52,300, an increase of 76.28% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 20.57% to 17,284 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 32.2913 million shares, and other significant funds that have increased their holdings [3].

Core Viewpoint - The transition of power within Deye shares is marked by the succession of Zhang Dongye, the son of founder Zhang Hejun, as the new legal representative in 2024, indicating a significant leadership change in the company [1][5][7]. Group 1: Leadership Transition - Zhang Dongye has been with Deye for over 20 years, starting from grassroots positions, which has prepared him for his current leadership role [3][5]. - The company has seen a gradual and low-key transition of power, with Zhang Dongye becoming the second-in-command in 2023 and officially taking over as the legal representative in 2024 [5][7]. - The leadership change is significant as it marks a new chapter for Deye, which has been in the energy storage sector for a decade and is now seeking new growth opportunities [3][6]. Group 2: Company Performance - Deye reported a revenue of 5.535 billion yuan in the first half of 2025, a year-on-year increase of 16.58%, and a net profit of 1.522 billion yuan, up 23.18% [9][10]. - Despite the overall photovoltaic industry facing losses, Deye has managed to maintain profitability and growth, distinguishing itself as one of the few profitable companies in the A-share photovoltaic sector [9][10]. - The company's growth is primarily driven by its energy storage segment, with a 48% increase in the shipment of storage inverters and an 86% increase in revenue from storage battery packs in the first half of 2025 [10][11]. Group 3: Future Outlook - Deye plans to focus on developing commercial storage products to meet the growing market demand, with a significant expansion project for a 16GWh commercial storage production line underway [11]. - The total investment for this project exceeds 2.1 billion yuan, with plans for phased construction to enhance production capacity [11]. - The company faces intensified competition in the energy storage market, which will be a critical factor in determining whether it can replicate its past successes [10][11].

Core Insights - The leadership transition at Deye shares a significant milestone as Zhang Dongye, the son of founder Zhang Hejun, becomes the new legal representative in 2024, indicating a shift in power dynamics within the company [1][5][6] - Deye has been actively seeking new growth opportunities after a decade of transformation into the solar and energy storage sector, aiming to capitalize on the booming market [2][10] Leadership Transition - Zhang Hejun, the founder of Deye, has stepped down as general manager, passing the role to Zhang Dongye, marking a substantial change in the company's core leadership [3][5] - Zhang Dongye has been with Deye for 20 years, starting from the grassroots level, which positions him well for his new role [1][3] Company Performance - Deye reported a strong performance in the first half of 2025, achieving revenue of 5.535 billion yuan, a year-on-year increase of 16.58%, and a net profit of 1.522 billion yuan, up 23.18% [7] - Despite the overall photovoltaic industry facing challenges, Deye stands out as one of the few profitable companies in the A-share solar sector, with its energy storage segment driving growth [8][9] Market Position and Future Plans - Deye's energy storage business has become its largest revenue source, accounting for over 70% of total revenue, with plans to further develop commercial storage products to meet market demand [9][10] - The company is set to invest over 2.1 billion yuan in a new production line for commercial energy storage, with an expected annual capacity of 16 GWh [9][10]

Core Viewpoint - The article emphasizes the importance of strengthening resilience, maintaining a spirit of innovation, and enhancing capabilities to better leverage the role of the Lingang New Area as a growth engine for Shanghai's development [1][3]. Group 1: Manufacturing and Industry Development - The development of the manufacturing sector is prioritized, with a focus on refining industries and professionalizing parks to create advanced manufacturing bases that are capital and technology-intensive with high added value [1][5]. - There is a call to enhance the competitiveness of the manufacturing industry by improving the integration of innovation and production, optimizing the industrial layout, and attracting upstream and downstream enterprises [5][6]. Group 2: Innovation and Entrepreneurship - The need to clarify innovative business models, gather innovation resources, and improve supporting policies to attract young entrepreneurs to the Lingang area is highlighted [1][6]. - The article stresses the importance of providing comprehensive support for startups, addressing their challenges, and ensuring that policies are convenient and beneficial for entrepreneurs [3][6]. Group 3: Economic and Policy Framework - The Lingang New Area is positioned as a significant reform and opening-up strategy, with a focus on maintaining strategic determination and confidence in development [4][7]. - There is an emphasis on enhancing the business environment to become a core competitive advantage, with measures to streamline services and improve policy accessibility for enterprises [6][7]. Group 4: Strategic Goals and Future Directions - The article outlines the goal of establishing the Lingang New Area as a world-class industrial cluster, focusing on key industries such as smart vehicles, high-end equipment, integrated circuits, civil aviation, and digital economy [7]. - It calls for deepening institutional openness and exploring new areas such as offshore finance and cross-border data flow to achieve significant and leading outcomes [7].

Core Viewpoint - The Shanghai government is focused on enhancing the service capabilities and levels of the Lingang New Area, aiming to create a high-value advanced manufacturing base that is capital and technology-intensive [1][4]. Group 1: Government Initiatives - The Shanghai government is committed to deepening institutional innovation and increasing investment attraction in the Lingang New Area, achieving new progress and results in various sectors over the past year [2]. - The establishment of the Shanghai International Reinsurance Registration and Trading Center marks a significant step in developing national financial infrastructure within the Lingang New Area [2]. - The government emphasizes the importance of manufacturing development, advocating for a more specialized industrial park and improved service capabilities to enhance competitiveness [4]. Group 2: Innovation and Entrepreneurship - The Lingang New Area aims to attract young innovators and entrepreneurs by providing comprehensive support and favorable policies, aligning with the entrepreneurial aspirations of the younger generation [3][5]. - There is a focus on identifying key support areas and aggregating resources such as market, capital, technology, and talent to enhance innovation density and intensity [5]. - The government plans to optimize policies and services to address the pain points of innovation and entrepreneurship, ensuring that entrepreneurs experience convenience [5][6]. Group 3: Economic Development Strategy - The government aims to establish the Lingang New Area as a special economic zone and a comprehensive coastal city, striving to be at the forefront of national reform and opening up [6]. - The strategy includes enhancing the industrial level by focusing on key sectors such as smart vehicles, high-end equipment, integrated circuits, civil aviation, and the digital economy [6]. - There is a commitment to deepening institutional openness and exploring offshore finance and cross-border data flow to achieve significant and leading outcomes [6].

Group 1 - The core viewpoint of the news is the significant increase in the stock price of Deyang Co., which rose by 5.25% to 76.75 yuan per share, with a trading volume of 1.297 billion yuan and a turnover rate of 1.89%, resulting in a total market capitalization of 69.416 billion yuan [1] - Deyang Co., established on August 4, 2000, and listed on April 20, 2021, is located in Ningbo, Zhejiang Province. The company specializes in the research, production, and sales of components such as evaporators, condensers, and variable frequency control chips, as well as environmental electrical products like dehumidifiers and air source heat pump hot air machines [1] - The main business revenue composition of Deyang Co. includes: inverters 47.77%, energy storage battery packs 25.69%, heat exchangers 15.68%, dehumidifiers 7.36%, and others 3.16% [1] Group 2 - From the perspective of Deyang Co.'s top ten circulating shareholders, a fund under Quanguo Fund, specifically Quanguo Xuyuan Three-Year Holding Period Mixed A (016709), increased its holdings by 2.7026 million shares in the second quarter, bringing its total holdings to 8.6414 million shares, which accounts for 0.96% of the circulating shares [2] - The estimated floating profit for Quanguo Xuyuan Three-Year Holding Period Mixed A (016709) today is approximately 33.0966 million yuan [2] - The fund was established on October 18, 2022, with a latest scale of 11.201 billion yuan. Year-to-date returns are 30.7%, ranking 2575 out of 8246 in its category, while the one-year return is 60.58%, ranking 2159 out of 8054 [2]

Core Viewpoint - DeYe Co., Ltd. has shown significant stock performance with a year-to-date increase of 21.88% and a recent surge in trading activity, indicating strong investor interest and potential growth in the renewable energy sector, particularly in inverter and energy storage solutions [1][2]. Company Overview - DeYe Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on August 4, 2000. The company went public on April 20, 2021, and specializes in the research, production, and sales of evaporators, condensers, variable frequency control chips, dehumidifiers, and air source heat pump products [1]. - The company's main revenue sources are inverters (47.77%), energy storage battery packs (25.69%), heat exchangers (15.68%), dehumidifiers (7.36%), and other products (3.16%) [1]. Financial Performance - For the first half of 2025, DeYe Co., Ltd. reported a revenue of 5.535 billion yuan, reflecting a year-on-year growth of 16.58%. The net profit attributable to shareholders was 1.522 billion yuan, marking a 23.18% increase compared to the previous year [2]. - Since its A-share listing, the company has distributed a total of 4.238 billion yuan in dividends, with 3.897 billion yuan distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 52,300, a rise of 76.28% from the previous period. The average number of circulating shares per shareholder decreased by 20.57% to 17,284 shares [2]. - Notable shareholders include Hong Kong Central Clearing Limited, which holds 32.2913 million shares, and several mutual funds that have increased their holdings [3].