截至6月30日，阳光电源股东户数17.97万，较上期减少5.50%；人均流通股8846股，较上期增加5.80%。 2025年1月-6月，阳光电源实现营业收入435.33亿元，同比增长40.34%；归母净利润77.35亿元，同比增 长55.97%。 分红方面，阳光电源A股上市后累计派现49.06亿元。近三年，累计派现39.61亿元。 机构持仓方面，截止2025年6月30日，阳光电源十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股8705.03万股，相比上期减少133.64万股。易方达创业板ETF（159915）位居第三大流通股 东，持股3641.61万股，相比上期减少42.52万股。华泰柏瑞沪深300ETF（510300）位居第四大流通股 东，持股2577.82万股，相比上期增加226.03万股。易方达沪深300ETF（510310）位居第六大流通股 东，持股1841.71万股，相比上期增加183.77万股。光伏ETF（515790）位居第八大流通股东，持股 1558.80万股，相比上期增加26.29万股。华安创业板50ETF（159949）位居第十大流通股东，持股 1380.41万股，为新进股东 ...

9月30日，阳光电源盘中下跌2.07%，截至13:52，报161.58元/股，成交101.34亿元，换手率3.87%，总市 值3349.90亿元。 资金流向方面，主力资金净流出4.04亿元，特大单买入21.89亿元，占比21.60%，卖出22.69亿元，占比 22.39%；大单买入29.69亿元，占比29.30%，卖出32.93亿元，占比32.50%。 阳光电源今年以来股价涨122.07%，近5个交易日涨12.57%，近20日涨62.15%，近60日涨119.03%。 今年以来阳光电源已经1次登上龙虎榜，最近一次登上龙虎榜为9月5日。 资料显示，阳光电源股份有限公司位于安徽省合肥市高新区习友路1699号，成立日期2007年7月11日， 上市日期2011年11月2日，公司主营业务涉及太阳能、风能、储能、电动汽车等新能源电源设备的研 发、生产、销售和服务。主营业务收入构成为：储能系统40.89%，光伏逆变器等电力电子转换设备 35.21%，新能源投资开发19.29%，其他2.86%，光伏电站发电1.75%。 阳光电源所属申万行业为：电力设备-光伏设备-逆变器。所属概念板块包括：逆变器、能源互联、氢能 源、宁德时代 ...

Group 1 - The core viewpoint of the news is that Yangguang Electric Power has seen a significant increase in its stock price, rising 1.11% to 142.55 CNY per share, with a total market capitalization of 295.54 billion CNY and a cumulative increase of 6.44% over the past four days [1] - Yangguang Electric Power Co., Ltd. is based in Hefei, Anhui Province, and was established on July 11, 2007. It was listed on November 2, 2011. The company specializes in the research, production, sales, and service of renewable energy power equipment, including solar, wind, energy storage, and electric vehicles [1] - The revenue composition of Yangguang Electric Power includes: energy storage systems 40.89%, photovoltaic inverters and other power electronic conversion devices 35.21%, new energy investment and development 19.29%, others 2.86%, and photovoltaic power station generation 1.75% [1] Group 2 - From the perspective of major fund holdings, a fund under Bank of China Securities has a significant position in Yangguang Electric Power. The Bank of China Securities ChiNext ETF (159821) reduced its holdings by 2,200 shares in the second quarter, holding a total of 9,660 shares, which accounts for 2.87% of the fund's net value [2] - The Bank of China Securities ChiNext ETF (159821) was established on September 29, 2020, with a latest scale of 22.84 million CNY. It has achieved a return of 47.63% this year, ranking 604 out of 4,222 in its category, and a return of 105.78% over the past year, ranking 398 out of 3,804 [2] Group 3 - The fund managers of the Bank of China Securities ChiNext ETF (159821) are Liu Xianzheng and Zhang Yimin. Liu has a cumulative tenure of 7 years and 234 days, with the fund's total asset size at 287 million CNY, achieving a best return of 118.04% and a worst return of -34.66% during his tenure [3] - Zhang has a cumulative tenure of 5 years and 5 days, with the same fund asset size of 287 million CNY, achieving a best return of 21.34% and a worst return of -40.75% during his tenure [3]

Group 1 - The core viewpoint of the news is the recent performance and market position of Yangguang Electric Power, which has seen a stock price increase and significant trading volume [1] - Yangguang Electric Power's stock price rose by 1.11% to 142.55 CNY per share, with a total market capitalization of 295.54 billion CNY and a trading volume of 19.13 billion CNY [1] - The company has experienced a cumulative increase of 6.44% over the past four days, indicating positive market sentiment [1] Group 2 - Yangguang Electric Power's main business segments include energy storage systems (40.89%), photovoltaic inverters and power electronic conversion devices (35.21%), new energy investment and development (19.29%), and other services (2.86%) [1] - The company was established on July 11, 2007, and went public on November 2, 2011, focusing on renewable energy equipment development, production, sales, and services [1] Group 3 - The West Fund has a significant position in Yangguang Electric Power, with its West Fund Growth ETF (159814) holding 400,700 shares, accounting for 4.25% of the fund's net value [2] - The fund has seen a floating profit of approximately 625,100 CNY today and a total of 3.46 million CNY during the four-day stock price increase [2] - The West Fund Growth ETF was established on June 19, 2020, and has achieved a year-to-date return of 57.42% [2]

Company Overview - Sunshine Power Co., Ltd. is located in Hefei, Anhui Province, established on July 11, 2007, and listed on November 2, 2011. The company specializes in the research, production, sales, and service of renewable energy power equipment, including solar, wind, energy storage, and electric vehicles [1][2]. Financial Performance - For the first half of 2025, Sunshine Power achieved operating revenue of 43.533 billion yuan, representing a year-on-year growth of 40.34%. The net profit attributable to shareholders was 7.735 billion yuan, with a year-on-year increase of 55.97% [2]. - Since its A-share listing, Sunshine Power has distributed a total of 4.906 billion yuan in dividends, with 3.961 billion yuan distributed over the past three years [3]. Stock Performance - As of September 17, Sunshine Power's stock price was 137.50 yuan per share, with a market capitalization of 285.067 billion yuan. The stock has increased by 88.97% year-to-date, with a 7.17% rise over the last five trading days, 44.31% over the last 20 days, and 109.03% over the last 60 days [1]. - The stock experienced a net outflow of 104 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of June 30, 2025, Sunshine Power had 179,700 shareholders, a decrease of 5.50% from the previous period. The average number of circulating shares per person increased by 5.80% to 8,846 shares [2]. - The top circulating shareholders include Hong Kong Central Clearing Limited, E Fund ChiNext ETF, and Huatai-PB CSI 300 ETF, with varying changes in their holdings [3].

Group 1 - The core viewpoint of the news is the performance and market position of Yangguang Electric Power, which saw a stock price increase of 5.14% to 140.80 CNY per share, with a total market capitalization of 291.9 billion CNY [1] - Yangguang Electric Power, established on July 11, 2007, and listed on November 2, 2011, specializes in the research, production, sales, and service of renewable energy equipment, including solar, wind, energy storage, and electric vehicles [1] - The company's revenue composition includes 40.89% from energy storage systems, 35.21% from photovoltaic inverters and other power electronic conversion devices, 19.29% from new energy investment and development, 2.86% from other sources, and 1.75% from photovoltaic power station generation [1] Group 2 - From the perspective of fund holdings, Huafu Fund has a significant position in Yangguang Electric Power, with its Huafu Zhongzheng Kechuang Chuangye 50 Index Enhanced A fund holding 36,300 shares, representing 3.93% of the fund's net value [2] - The fund has achieved a year-to-date return of 47.08% and a one-year return of 95.05%, ranking 477 out of 4222 and 495 out of 3802 respectively in its category [2] - The fund manager, Zhang Ya, has a tenure of 18 years and 308 days, with a total fund asset size of 10.56 billion CNY, while the co-manager, Gao Zhe, has a tenure of 7 years and 207 days, managing assets of 4.786 billion CNY [3]

Group 1 - The core viewpoint of the news is the performance and market position of Yangguang Electric Power, which saw a 5.01% increase in stock price, reaching 134.73 yuan per share, with a total market capitalization of 279.32 billion yuan [1] - Yangguang Electric Power, established on July 11, 2007, and listed on November 2, 2011, specializes in the research, production, sales, and service of renewable energy power equipment, including solar, wind, energy storage, and electric vehicles [1] - The company's revenue composition includes 40.89% from energy storage systems, 35.21% from photovoltaic inverters and other power electronic conversion devices, 19.29% from new energy investment and development, 2.86% from other sources, and 1.75% from photovoltaic power station generation [1] Group 2 - From the perspective of fund holdings, one fund under Caitong Fund has a significant position in Yangguang Electric Power, with Caitong Digital Economy Select Mixed Fund A holding 6,400 shares, accounting for 2.64% of the fund's net value [2] - The Caitong Digital Economy Select Mixed Fund A has achieved a year-to-date return of 25.51% and a one-year return of 49.81%, ranking 2853 out of 8175 and 2763 out of 7982 respectively [2] - The fund was established on June 4, 2024, with a current scale of 13.902 million yuan, and has generated an estimated floating profit of approximately 41,200 yuan [2]

Core Viewpoint - The stock of Sunshine Power has shown significant growth in 2023, with a year-to-date increase of 39.76% and a notable rise of 70.25% over the past 60 days, indicating strong market performance and investor interest [1]. Financial Performance - For the first half of 2025, Sunshine Power reported a revenue of 43.533 billion yuan, representing a year-on-year growth of 40.34%, and a net profit attributable to shareholders of 7.735 billion yuan, which is a 55.97% increase compared to the previous year [2]. - Cumulatively, the company has distributed 4.906 billion yuan in dividends since its A-share listing, with 3.961 billion yuan distributed over the last three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Sunshine Power was 179,700, a decrease of 5.50% from the previous period, while the average number of circulating shares per person increased by 5.80% to 8,846 shares [2]. - The top circulating shareholders include Hong Kong Central Clearing Limited, which holds 87.0503 million shares, and several ETFs, indicating a diverse institutional interest in the company [3].

Core Viewpoint - Yangguang Power has shown significant stock performance and financial growth, indicating strong market interest and operational success in the renewable energy sector [1][2]. Financial Performance - As of June 30, 2025, Yangguang Power achieved a revenue of 43.533 billion yuan, representing a year-on-year growth of 40.34% [2]. - The net profit attributable to shareholders for the same period was 7.735 billion yuan, reflecting a year-on-year increase of 55.97% [2]. - The company has distributed a total of 4.906 billion yuan in dividends since its A-share listing, with 3.961 billion yuan distributed over the past three years [3]. Stock Market Activity - On August 27, 2023, Yangguang Power's stock price increased by 2.10%, reaching 99.05 yuan per share, with a trading volume of 4.294 billion yuan [1]. - The stock has appreciated by 36.13% year-to-date, with a 3.96% increase over the last five trading days, 32.79% over the last 20 days, and 65.36% over the last 60 days [1]. - The company had a total market capitalization of 205.352 billion yuan as of the latest trading session [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Yangguang Power was 179,700, a decrease of 5.50% from the previous period [2]. - The average number of circulating shares per shareholder increased by 5.80% to 8,846 shares [2]. - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some holdings experiencing reductions while others saw increases [3]. Business Overview - Yangguang Power, established on July 11, 2007, and listed on November 2, 2011, specializes in the research, production, sales, and service of renewable energy equipment, including solar, wind, energy storage, and electric vehicle technologies [1]. - The company's revenue composition includes 40.89% from energy storage systems, 35.21% from photovoltaic inverters, 19.29% from new energy investment and development, 2.86% from other sources, and 1.75% from photovoltaic power generation [1].

8月26日，阳光电源跌5.13%，截至发稿，报97.34元/股，成交67.19亿元，换手率4.28%，总市值2018.06 亿元。 资料显示，阳光电源股份有限公司位于安徽省合肥市高新区习友路1699号，成立日期2007年7月11日， 上市日期2011年11月2日，公司主营业务涉及太阳能、风能、储能、电动汽车等新能源电源设备的研 发、生产、销售和服务。主营业务收入构成为：储能系统40.89%，光伏逆变器等电力电子转换设备 35.21%，新能源投资开发19.29%，其他2.86%，光伏电站发电1.75%。 刘先政累计任职时间7年211天，现任基金资产总规模2.87亿元，任职期间最佳基金回报118.04%， 任职 期间最差基金回报-34.66%。 张艺敏累计任职时间4年347天，现任基金资产总规模2.87亿元，任职期间最佳基金回报17.59%， 任职 期间最差基金回报-40.75%。 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 中银证券创业板ETF（15 ...