11月24日，首航新能盘中上涨2.01%，截至10:48，报28.94元/股，成交3213.82万元，换手率2.72%，总 市值119.34亿元。 资金流向方面，主力资金净流出44.66万元，大单买入388.82万元，占比12.10%，卖出433.48万元，占比 13.49%。 首航新能今年以来股价跌28.59%，近5个交易日跌14.33%，近20日跌9.34%，近60日跌17.34%。 今年以来首航新能已经9次登上龙虎榜，最近一次登上龙虎榜为9月5日，当日龙虎榜净买入2359.87万 元；买入总计7196.18万元 ，占总成交额比10.54%；卖出总计4836.31万元 ，占总成交额比7.09%。 首航新能所属申万行业为：电力设备-光伏设备-逆变器。所属概念板块包括：中盘、光伏玻璃、储能、 太阳能、次新股等。 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；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。 机构持仓方面，截止202 ...

11月21日，首航新能盘中下跌2.07%，截至09:36，报29.80元/股，成交1299.68万元，换手率1.05%，总 市值122.89亿元。 资金流向方面，主力资金净流出48.34万元，大单买入149.24万元，占比11.48%，卖出197.58万元，占比 15.20%。 首航新能今年以来股价跌26.46%，近5个交易日跌14.24%，近20日跌6.20%，近60日跌14.24%。 今年以来首航新能已经9次登上龙虎榜，最近一次登上龙虎榜为9月5日，当日龙虎榜净买入2359.87万 元；买入总计7196.18万元 ，占总成交额比10.54%；卖出总计4836.31万元 ，占总成交额比7.09%。 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 ...

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]

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。 责任编辑：小浪快报 融券方面，首航新能11月17日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00 元；融券余量0.00股，融券余额0.00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；归母净利 ...

11月13日，首航新能涨5.1%，截至发稿，报33.81元/股，成交5881.40万元，换手率4.36%，总市值 139.42亿元。 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%。 从基金十大重仓股角度 截至发稿，桂征辉累计任职时间10年119天，现任基金资产总规模70.51亿元，任职期间最佳基金回报 102.31%， 任职期间最差基金回报-14.49%。 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。 责任编辑：小浪快报 数据显示，博时基金旗下1只基金重仓首航新能。博 ...

Core Viewpoint - Shihang New Energy's stock price has shown volatility, with a year-to-date decline of 15.95% but a recent uptick in the last five trading days, indicating potential market interest and activity [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 energy conversion, storage, and management [2]. - The company's main products include photovoltaic grid-connected inverters (57.98% of revenue), energy storage batteries (23.11%), energy 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. The average number of circulating shares per shareholder increased by 10.65% to 1,873 shares [2]. - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 614,800 shares, which is an increase of 275,400 shares compared to the previous period [3]. Market Activity - On November 10, Shihang New Energy's stock rose by 2.10%, reaching 34.06 yuan per share, with a trading volume of 32.5435 million yuan and a turnover rate of 2.35%. The total market capitalization stands at 14.045 billion yuan [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 company, GoodWe, reported significant growth in revenue and net profit for the first three quarters of the year, driven by increased sales of inverters and batteries in the renewable energy sector [1][2]. Financial Performance - For the first three quarters, GoodWe achieved revenue of 6.194 billion yuan, a year-on-year increase of 25.3%, and a net profit of 81.12 million yuan, up 837.57% [1]. - In Q3 alone, the company recorded revenue of 2.108 billion yuan, representing a 17.42% year-on-year growth, and a net profit of 97.72 million yuan, which is a 200.83% increase compared to the same period last year [1]. Market Trends - The renewable energy sector, particularly solar and energy storage, continues to grow rapidly due to policy support, improved economics, and increasing electricity demand [1]. - Global solar installations exceeded 380 GW in the first three quarters, with a year-on-year growth of over 30%, primarily driven by the Chinese market [1][2]. - In the energy storage market, global lithium battery installations surpassed 170 GWh, marking a 68% year-on-year increase, with significant growth in Europe, the Middle East, and Asia-Pacific regions [2]. Product Sales and Distribution - GoodWe's main products include grid-connected inverters, energy storage products, and household systems, with sales in various countries including Australia, Germany, Brazil, and the USA [2]. - In the first half of the year, GoodWe sold approximately 399,500 inverters, with grid-connected inverters accounting for about 91.69% of total sales [2]. - The company also sold approximately 214.47 MWh of energy storage batteries and 647.91 MW of domestic distributed systems [2]. Research and Development - GoodWe maintains a high level of R&D investment to sustain its technological advantage, with R&D spending of 467 million yuan in the first three quarters, representing 7.5% of total revenue [2]. - In Q3, R&D investment was 173 million yuan, a year-on-year increase of 35.08%, accounting for 8.22% of total revenue [2]. Share Buyback and Market Performance - GoodWe announced a share buyback plan to invest between 100 million to 150 million yuan for employee stock ownership plans, having completed the buyback of 2.9773 million shares for a total of 150 million yuan [3]. - Since Q3, GoodWe's stock has risen over 36%, with the latest share price at 59.2 yuan, giving the company a market capitalization of 14.4 billion yuan [4].

Group 1: Photovoltaic Industry - In September, China's newly installed photovoltaic capacity reached 9.7 GW, a month-on-month increase of 31.79% [2] - Tongrun Equipment announced the acquisition of Zhengtai Power, which specializes in photovoltaic inverters and energy storage converters [2] - JinkoSolar is recognized as the world's largest manufacturer of monocrystalline silicon wafers and modules [2] - JA Solar is a leading integrated photovoltaic company with a global market share of 10%, ranking among the top three in module shipments [2] - Shanghai Electric is a major comprehensive energy supplier in Shanghai, focusing on renewable energy development [2] - Tongwei Co. is a global leader in silicon materials and has been the top supplier of battery cells for several years [2] Group 2: Financial Performance - National Grid's subsidiary, Yingda Securities, reported a net profit increase of 53.73% year-on-year for the first three quarters [3] - Kangsheng Co. saw a remarkable net profit growth of 240.21% year-on-year, driven by its immersion liquid cooling products for data centers [3] - The real estate company, Shiroyama, reported a staggering net profit increase of 3168.80% year-on-year in its third-quarter report [3] - Huadong Cable's marine exploration cables contributed to a 44.13% year-on-year net profit increase in the third quarter [3] - Keli Ke's net profit grew by 52.51% year-on-year, attributed to its power control products for robot charging stations [3] Group 3: Technological Advancements - The company Keli Yuan completed small-scale trials of its solid-state battery dry electrode and is advancing to pilot testing [5] - The company Huaming Equipment is developing dual-robot plasma cutting equipment, integrating robotics and CNC technology [4] - The company Time Space Technology plans to acquire Jiahe Jinwei to enter the storage sector [6] Group 4: Market Trends - The "14th Five-Year Plan" emphasizes accelerating the construction of a financial powerhouse [4] - The focus on brain-computer interfaces and embodied intelligence is highlighted as a new economic growth point [4] - The domestic market for solid-state batteries is evolving, with companies like Keli Yuan and Zhenhua Co. making significant advancements [5]

Group 1: Company Performance - The company 康盛股份 reported a net profit increase of 240.21% year-on-year for the first three quarters, driven by its immersion liquid cooling products used in data center cooling [6] - 吉比特, a well-known game developer, achieved a net profit growth of 84.66% year-on-year in the first three quarters and plans to distribute a dividend of 60 yuan per 10 shares [5] - 科力远 completed small-scale trials for its solid-state battery dry electrode and is advancing to pilot testing, with a net profit increase of 539.97% year-on-year for the first three quarters [4] Group 2: Industry Trends - The "十四五" plan emphasizes accelerating the construction of a financial powerhouse, indicating a focus on financial and advanced manufacturing sectors [2] - The company 海兴电力, a major exporter of smart electric meter products, reported a net profit decline of 7.48% year-on-year in its third-quarter report, although the decline was less severe than in the mid-year report [3] - The company 通润装备 is developing a 110kW photovoltaic grid-connected inverter, primarily for commercial rooftop solar projects, and has announced the acquisition of 正泰电源, which specializes in photovoltaic inverters and energy storage systems [3]

Core Insights - The stock of Shihang New Energy experienced a slight increase of 0.09% on October 14, with a trading volume of 182 million yuan [1] - The company reported a net financing outflow of 8.36 million yuan on the same day, with a total financing balance of 98.45 million yuan, representing 7.18% of its market capitalization [1] - Shihang New Energy specializes in the research, production, sales, and service of renewable energy power equipment, focusing on solar energy conversion, storage, and management [1] Financial Performance - For the first half of 2025, Shihang New Energy achieved a revenue of 1.113 billion yuan, a year-on-year decrease of 24.26% [2] - The net profit attributable to the parent company for the same period was 91.225 million yuan, reflecting a year-on-year decline of 30.14% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Shihang New Energy was 22,900, a decrease of 39.02% from the previous period [2] - The average number of circulating shares per shareholder increased by 63.99% to 1,693 shares [2] - The company has distributed a total of 51.9588 million yuan in dividends since its A-share listing [3]