交银慧选睿信一年持有期混合(FOF)A（015326）成立日期2022年7月27日，最新规模2.86亿。今年以来 收益2.16%，同类排名331/487；近一年收益25.94%，同类排名195/346；成立以来收益7.06%。 交银慧选睿信一年持有期混合(FOF)A（015326）基金经理为刘迪。 截至发稿，刘迪累计任职时间1年70天，现任基金资产总规模34.59亿元，任职期间最佳基金回报 17.56%， 任职期间最差基金回报0.13%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 1月8日，艾罗能源涨5.27%，截至发稿，报72.48元/股，成交1.91亿元，换手率2.72%，总市值115.97亿 元。艾罗能源股价已经连续3天上涨，区间累计涨幅11.77%。 资料显示，浙江艾罗网络能源技术股份有限公司位于浙江省杭州市桐庐县城南街道石珠路278号，成立 日期2012年3月2日，上市日期2024年1月3日，公司主营业务涉及主要面向海外客户提供光伏储能逆变 器、储能电池以 ...

新华稳健回报灵活配置混合发起（001004）基金经理为俞佳莹。 截至发稿，俞佳莹累计任职时间1年229天，现任基金资产总规模6233.89万元，任职期间最佳基金回报 29.11%， 任职期间最差基金回报-0.05%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 1月6日，艾罗能源涨5.09%，截至发稿，报66.89元/股，成交8168.87万元，换手率1.25%，总市值107.02 亿元。 资料显示，浙江艾罗网络能源技术股份有限公司位于浙江省杭州市桐庐县城南街道石珠路278号，成立 日期2012年3月2日，上市日期2024年1月3日，公司主营业务涉及主要面向海外客户提供光伏储能逆变 器、储能电池以及并网逆变器,应用于分布式光伏储能及并网领域。主营业务收入构成为：户用储能系 统及产品60.42%，并网逆变器20.74%，工商业储能系统13.63%，配件及其他5.21%。 从基金十大重仓股角度 数据显示，新华基金旗下1只基金重仓艾罗能源。新华稳健回报灵活配置混合发起（00 ...

分红方面，首航新能A股上市后累计派现5195.88万元。 机构持仓方面，截止2025年9月30日，首航新能十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股61.48万股，相比上期增加27.54万股。 12月19日，首航新能涨0.44%，成交额5414.36万元。两融数据显示，当日首航新能获融资买入额343.48 万元，融资偿还382.24万元，融资净买入-38.76万元。截至12月19日，首航新能融资融券余额合计 8134.02万元。 融资方面，首航新能当日融资买入343.48万元。当前融资余额8104.37万元，占流通市值的6.69%。 融券方面，首航新能12月19日融券偿还0.00股，融券卖出100.00股，按当日收盘价计算，卖出金额 2936.00元；融券余量1.01万股，融券余额29.65万元。 资料显示，深圳市首航新能源股份有限公司位于广东省深圳市宝安区新安街道兴东社区67区高新奇科技 楼，成立日期2013年6月7日，上市日期2025年4月2日，公司主营业务涉及新能源电力设备研发、生产、 销售及服务的高新技术企业,专注于太阳能电力的转换、存储与管理,核心产品涵盖光伏并网逆变器、光 伏储 ...

资料显示，深圳市首航新能源股份有限公司位于广东省深圳市宝安区新安街道兴东社区67区高新奇科技 楼，成立日期2013年6月7日，上市日期2025年4月2日，公司主营业务涉及新能源电力设备研发、生产、 销售及服务的高新技术企业,专注于太阳能电力的转换、存储与管理,核心产品涵盖光伏并网逆变器、光 伏储能逆变器、储能电池等。主营业务收入构成为：并网逆变器57.98%，储能电池23.11%，储能逆变 器13.72%，配件及其他4.85%，其他(补充)0.34%。 截至9月30日，首航新能股东户数2.07万，较上期减少9.62%；人均流通股1873股，较上期增加10.65%。 2025年1月-9月，首航新能实现营业收入17.46亿元，同比减少14.66%；归母净利润1.14亿元，同比减少 47.57%。 分红方面，首航新能A股上市后累计派现5195.88万元。 12月18日，首航新能跌2.34%，成交额6109.94万元。两融数据显示，当日首航新能获融资买入额484.10 万元，融资偿还475.18万元，融资净买入8.92万元。截至12月18日，首航新能融资融券余额合计8172.36 万元。 融资方面，首航新能当日融资买 ...

投资者关系活动记录表（2025） 证券代码：002334 证券简称：英威腾 | 投资者关系活动 | 特定对象调研 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 线上调研 | | 参与单位名称及 | 嘉实基金、国金证券 | | 人员姓名 | | | 时间 2025 | 年 月 日 12 15 15:00 | | 2025 | 年 月 日 12 16 10:00 | | 地点 | 英威腾光明科技大厦 | | 上市公司接待人 | 董事会秘书：左桃林 | | 员姓名 | 证券事务代表：刘玲芳 | | | 1、公司整体情况介绍 | | | 公司聚焦工业自动化和能源电力两大领域，业务包括工业自 | | | 动化、网络能源、新能源动力、光伏储能四大板块。工业自动化 | | | 等核心部件及一体化 业务能提供变频器、伺服系统、PLC＆HMI | | | 解决方案；网络能源业务能提供微模块数据中心、供配电产品、 | | 投资者关系活动 | 智能温控产品、智能监控产品及一体化解决方案；新能源动力业 | | ...

Core Viewpoint - Shihang New Energy's stock performance shows a slight increase of 1.17% on November 27, with a trading volume of 64.37 million yuan, indicating investor interest despite a net financing outflow [1] Financing Summary - On November 27, Shihang New Energy had a financing buy-in amount of 5.23 million yuan and a financing repayment of 7.06 million yuan, resulting in a net financing outflow of 1.83 million yuan [1] - As of November 27, the total financing and securities lending balance for Shihang New Energy is 80.75 million yuan, which accounts for 6.68% of its market capitalization [1] - The company had no securities lending activity on November 27, with zero shares sold or repaid, and a remaining balance of zero [1] Business Overview - Shihang New Energy, established on June 7, 2013, and listed on April 2, 2025, is located in Bao'an District, Shenzhen, Guangdong Province [1] - The company specializes in the research, production, sales, and service of renewable energy power equipment, focusing on solar energy conversion, storage, and management [1] - The revenue composition of Shihang New Energy includes: grid-connected inverters (57.98%), storage batteries (23.11%), storage inverters (13.72%), accessories and others (4.85%), and other supplementary sources (0.34%) [1] Financial Performance - As of September 30, 2025, Shihang New Energy reported a total revenue of 1.746 billion yuan and a net profit attributable to shareholders of 114 million yuan, reflecting a year-on-year decrease of 47.57% [2] - The number of shareholders decreased by 9.62% to 20,700, while the average circulating shares per person increased by 10.65% to 1,873 shares [2] - Since its A-share listing, the company has distributed a total of 51.96 million yuan in dividends [2] Shareholding Structure - As of September 30, 2025, Hong Kong Central Clearing Limited is the largest circulating shareholder of Shihang New Energy, holding 614,800 shares, an increase of 275,400 shares from the previous period [2]

Core Viewpoint - Shihang New Energy has experienced a significant decline in stock price this year, with a drop of 28.59% year-to-date and 14.33% over the past five trading days, indicating potential challenges in the market [1][2]. Company Overview - Shihang New Energy, established on June 7, 2013, is located in Bao'an District, Shenzhen, Guangdong Province. The company specializes in the research, production, sales, and service of new energy power equipment, focusing on solar power conversion, storage, and management [2]. - The company's core products include photovoltaic grid-connected inverters (57.98% of revenue), storage batteries (23.11%), storage inverters (13.72%), and other components (4.85%) [2]. Financial Performance - For the period from January to September 2025, Shihang New Energy reported a revenue of 1.746 billion yuan and a net profit attributable to shareholders of 114 million yuan, reflecting a year-on-year decrease of 47.57% [2]. - The company has distributed a total of 51.9588 million yuan in dividends since its A-share listing [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Shihang New Energy was 20,700, a decrease of 9.62% from the previous period, with an average of 1,873 circulating shares per shareholder, an increase of 10.65% [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 614,800 shares, which increased by 275,400 shares compared to the previous period [3]. Market Activity - On November 24, Shihang New Energy's stock price rose by 2.01% to 28.94 yuan per share, with a trading volume of 32.1382 million yuan and a turnover rate of 2.72% [1]. - The stock has appeared on the daily trading leaderboard nine times this year, with the most recent occurrence on September 5, where it recorded a net purchase of 23.5987 million yuan [1].

Core Viewpoint - The stock of Shihang New Energy has experienced a significant decline in 2023, with a year-to-date drop of 26.46% and a recent 5-day drop of 14.24% [1] Company Overview - Shihang New Energy Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on June 7, 2013. The company focuses on the research, production, sales, and service of new energy power equipment, particularly in solar energy conversion, storage, and management [2] - The company's main business revenue composition includes: grid-connected inverters (57.98%), energy storage batteries (23.11%), energy storage inverters (13.72%), accessories and others (4.85%), and other (0.34%) [2] - As of September 30, 2025, the number of shareholders is 20,700, a decrease of 9.62% from the previous period, with an average of 1,873 circulating shares per person, an increase of 10.65% [2] Financial Performance - For the period from January to September 2025, Shihang New Energy achieved operating revenue of 1.746 billion yuan and a net profit attributable to the parent company of 114 million yuan, representing a year-on-year decrease of 47.57% [2] - The company has distributed a total of 51.9588 million yuan in dividends since its A-share listing [3] Shareholding Structure - As of September 30, 2025, the largest circulating shareholder is Hong Kong Central Clearing Limited, holding 614,800 shares, an increase of 275,400 shares from the previous period [3] Market Activity - On November 21, the stock price of Shihang New Energy fell by 2.07%, trading at 29.80 yuan per share, with a total market capitalization of 12.289 billion yuan [1] - The stock has appeared on the daily trading list (龙虎榜) nine times this year, with the most recent occurrence on September 5, where it recorded a net purchase of 23.5987 million yuan [1]

Group 1: Investor Relations Activities - The company participated in the Shenzhen District Listed Companies Investor Online Reception Day on November 20, 2025 [2] - The event was conducted via the Panoramic Network's "Investor Relations Interactive Platform" [2] - Key company representatives included the Chairman and General Manager, Mr. Xu Tao, and the Financial Director, Mr. Yuan Fang [2] Group 2: Market and Business Development - The company is focusing on emerging markets in the Middle East, Africa, and Australia as key areas for global strategy [3] - In Australia, the demand for household and commercial energy storage is rapidly increasing due to government initiatives like the "Home Battery Subsidy Program" [3] - The company aims to provide high safety, intelligent, and high-yield integrated solar storage solutions [3] Group 3: Product and Technology Focus - The company is a leading provider of photovoltaic and energy storage solutions, with a focus on digital energy systems [3] - Key products include photovoltaic grid-connected inverters, energy storage inverters, and energy storage systems, covering a power range from 3kW to 20kW [3] - The company emphasizes three core technology directions: high safety, long cycle life, and intelligence in its energy storage business [3] Group 4: Financial Management and Risk Mitigation - The company employs a credit sales model and emphasizes long-term relationships with customers to enhance value [4] - It has implemented effective coordination in market development and financial management to reduce bad debt risks [4] - The company is committed to improving financial strategies to enhance capital efficiency and ensure sustainable development [4] Group 5: Research and Development - The company places a high priority on technological innovation and R&D investment [5] - It has developed several core technologies in the data center power supply system field, although it has not yet achieved large-scale revenue [5]

Group 1 - Aero Energy's stock price has dropped 5% to 62.30 CNY per share, with a trading volume of 225 million CNY and a turnover rate of 3.61%, resulting in a total market capitalization of 9.968 billion CNY [1] - The stock has experienced a continuous decline over three days, with a cumulative drop of 9.36% during this period [1] - Aero Energy, established on March 2, 2012, specializes in providing photovoltaic energy storage inverters, storage batteries, and grid-connected inverters primarily for overseas customers, with a revenue composition of 60.42% from household storage systems, 20.74% from grid-connected inverters, 13.63% from commercial storage systems, and 5.21% from accessories and others [1] Group 2 - According to data, one fund under Jiashi Fund holds Aero Energy as a significant investment, with Jiashi Low Carbon Selected Mixed Fund A (017036) owning 15,000 shares, accounting for 4.08% of the fund's net value, ranking as the seventh-largest holding [2] - The fund has incurred a floating loss of approximately 49,100 CNY today, with a total floating loss of 101,400 CNY during the three-day decline [2] - Jiashi Low Carbon Selected Mixed Fund A was established on December 13, 2022, with a latest scale of 13.426 million CNY, achieving a year-to-date return of 41.55% and a one-year return of 36.41% [2]