截至9月30日，阳光电源股东户数23.55万，较上期增加31.08%；人均流通股6748股，较上期减少 23.71%。2025年1月-9月，阳光电源实现营业收入664.02亿元，同比增长32.95%；归母净利润118.81亿 元，同比增长56.34%。 分红方面，阳光电源A股上市后累计派现68.57亿元。近三年，累计派现59.11亿元。 阳光电源今年以来股价涨2.47%，近5个交易日跌3.21%，近20日跌3.70%，近60日涨20.40%。 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,香港湾仔皇后大道东248号大 新金融中心40楼，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：数字经济、阿里概念、云 计算、逆变器、电力物联网等。 1月6日，阳光电源盘中上涨2 ...

12月30日，阳光电源涨1.01%，截至发稿，报177.50元/股，成交13.25亿元，换手率0.47%，总市值 3679.95亿元。 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,香港湾仔皇后大道东248号大 新金融中心40楼，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%。 从基金十大重仓股角度 数据显示，中信建投基金旗下1只基金重仓阳光电源。中信建投低碳成长混合A（013851）三季度持有 股数26.81万股，占基金净值比例为8.02%，位居第四大重仓股。根据测算，今日浮盈赚取约47.72万 元。 中信建投低碳成长混合A（013851）成立日期2021年12月13日，最新规模2.17亿。今年以来收益 5.27%，同类排名6632/8087；近一年收益3.9%，同类排名6960/8085；成立以来亏损46.25%。 中信建投低碳成 ...

融券方面，阳光电源12月29日融券偿还8200.00股，融券卖出1.07万股，按当日收盘价计算，卖出金额 188.02万元；融券余量17.32万股，融券余额3044.17万元，超过近一年70%分位水平，处于较高位。 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,香港湾仔皇后大道东248号大 新金融中心40楼，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%。 12月29日，阳光电源跌2.96%，成交额124.20亿元。两融数据显示，当日阳光电源获融资买入额18.11亿 元，融资偿还17.89亿元，融资净买入2195.93万元。截至12月29日，阳光电源融资融券余额合计164.48 亿元。 融资方面，阳光电源当日融资买入18.11亿元。当前融资余额164.18亿元，占流通市值的4.51%，融资余 额超过近一年90%分位水平，处于高位。 责 ...

11月27日，阳光电源涨5.09%，截至发稿，报191.82元/股，成交64.81亿元，换手率2.15%，总市值 3976.83亿元。 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,香港湾仔皇后大道东248号大 新金融中心40楼，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%。 湘财新能源量化选股混合A（020779）基金经理为车广路、包佳敏。 截至发稿，车广路累计任职时间13年275天，现任基金资产总规模3.3亿元，任职期间最佳基金回报 54.67%， 任职期间最差基金回报-40.29%。 包佳敏累计任职时间1年269天，现任基金资产总规模3.17亿元，任职期间最佳基金回报43.81%， 任职 期间最差基金回报-3.68%。 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、 ...

Core Insights - Sunshine Power experienced a decline of 5.08% on November 18, with a stock price of 174.46 CNY per share and a total market capitalization of 361.69 billion CNY [1] Company Overview - Sunshine Power Co., Ltd. is located in Hefei, Anhui Province, and was established on July 11, 2007, with its listing date on November 2, 2011 [1] - The company specializes in the research, production, sales, and service of renewable energy power equipment, including solar, wind, energy storage, and electric vehicle technologies [1] - The revenue composition of the company is as follows: 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] Fund Holdings - Schroder China Power Stock A (020236) holds a significant position in Sunshine Power, with 53,400 shares, accounting for 3.93% of the fund's net value, ranking as the eighth largest holding [2] - The fund has reported a floating loss of approximately 498,200 CNY as of the latest data [2] Fund Manager Performance - The fund manager An Yun has a tenure of 14 years and 34 days, with a total fund size of 435 million CNY, achieving a best return of 176.47% during his tenure [3] - The other fund manager, Xie Heng, has been in position for 180 days, managing a fund size of 220 million CNY, with a best return of 33.42% [3]

Group 1 - The core point of the news is that Sunshine Power's stock price has dropped by 5.08% to 174.46 CNY per share, with a trading volume of 10.727 billion CNY and a turnover rate of 3.79%, resulting in a total market capitalization of 361.692 billion CNY [1] - Sunshine Power, established on July 11, 2007, and listed on November 2, 2011, is located in Hefei, Anhui Province, and 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 main business revenue composition 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 fund holdings, one fund under Quanguo Fund has Sunshine Power as a significant holding, with the Quanguo Research Selected Mixed A Fund (023939) holding 21,600 shares, accounting for 1.93% of the fund's net value, ranking as the ninth largest holding [2] - The estimated floating loss for the fund today is approximately 201,500 CNY [2] Group 3 - The Quanguo Research Selected Mixed A Fund (023939) was established on May 7, 2025, with a latest scale of 43.249 million CNY and a return of 10.39% since inception [3] - The fund manager, Qian Sijia, has been in position for 6 years and 56 days, with total assets under management of 1.25 billion CNY, achieving a best fund return of 34% and a worst fund return of 3.46% during the tenure [3]

Core Insights - The stock price of Sungrow Power has increased by 166.56% year-to-date, but it has seen a decline of 6.80% in the last five trading days [2]. Financial Performance - For the period from January to September 2025, Sungrow Power achieved a revenue of 66.402 billion yuan, representing a year-on-year growth of 32.95%. The net profit attributable to shareholders was 11.881 billion yuan, reflecting a year-on-year increase of 56.34% [3]. - The company has distributed a total of 6.857 billion yuan in dividends since its A-share listing, with 5.911 billion yuan distributed in the last three years [4]. Shareholder Information - As of September 30, 2025, the number of shareholders for Sungrow Power reached 235,500, an increase of 31.08% from the previous period. The average number of circulating shares per shareholder decreased by 23.71% to 6,748 shares [3]. - The top circulating shareholders include Hong Kong Central Clearing Limited, which holds 152 million shares, and E Fund's various ETFs, with some experiencing changes in their holdings [4]. Market Activity - On November 13, the stock price rose by 2.03% to 191.44 yuan per share, with a trading volume of 4.819 billion yuan and a turnover rate of 1.61% [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent net purchase of 641 million yuan on October 29 [2]. Business Overview - Sungrow Power, established on July 11, 2007, and listed on November 2, 2011, is based in Hefei, Anhui Province. The company specializes in the research, production, sales, and service of renewable energy equipment, including solar, wind, and energy storage systems [2]. - The revenue composition includes 40.89% from energy storage systems, 35.21% from photovoltaic inverters, 19.29% from new energy investment and development, and 1.75% from photovoltaic power generation [2].

Core Viewpoint - Sunshine Power has experienced a significant decline in stock price, dropping 5.18% on November 12, with a total market value of 379.42 billion yuan and a cumulative drop of 6.04% over three consecutive days [1] Company Overview - Sunshine Power Co., Ltd. is located 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 equipment, including solar, wind, energy storage, and electric vehicle systems [1] - The revenue composition of Sunshine Power 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] Fund Holdings - According to data, Schroder China Power Stock A (020236) holds a significant position in Sunshine Power, with 53,400 shares, accounting for 3.93% of the fund's net value, making it the eighth largest holding. The fund has incurred a floating loss of approximately 533,500 yuan today and a total floating loss of 662,200 yuan during the three-day decline [2] - Schroder China Power Stock A was established on April 26, 2024, with a current scale of 149 million yuan. Year-to-date returns are 45.43%, ranking 701 out of 4,216 in its category, while the one-year return is 40.39%, ranking 443 out of 3,937 [2] Fund Manager Information - The fund managers of Schroder China Power Stock A are An Yun and Xie Heng. An Yun has a cumulative tenure of 14 years and 28 days, managing assets totaling 435 million yuan, with the best fund return during his tenure being 176.47% and the worst being -27.14% [3] - Xie Heng has a tenure of 174 days, managing assets of 220 million yuan, with the best fund return during his tenure being 35.36% and the worst being 35.02% [3]

Core Viewpoint - The stock price of Sungrow Power Supply Co., Ltd. has experienced significant fluctuations, with a year-to-date increase of 157.81% but a recent decline of 7.65% over the past five trading days [2] Financial Performance - For the period from January to September 2025, the company achieved a revenue of 66.402 billion yuan, representing a year-on-year growth of 32.95%, and a net profit attributable to shareholders of 11.881 billion yuan, reflecting a year-on-year increase of 56.34% [3] - Cumulative cash dividends since the company's A-share listing amount to 6.857 billion yuan, with 5.911 billion yuan distributed over the past three years [4] Stock Market Activity - As of November 12, the stock price was 185.16 yuan per share, with a market capitalization of 383.876 billion yuan. The trading volume was 2.246 billion yuan, with a turnover rate of 0.75% [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent net purchase of 641 million yuan on October 29 [2] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 235,500, with an average of 6,748 circulating shares per person, a decrease of 23.71% from the previous period [3] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 152 million shares, an increase of 6.507 million shares from the previous period [4]

Group 1 - The core point of the news is that Sunshine Power experienced a decline of 5.03% in its stock price, reaching 190.89 CNY per share, with a trading volume of 12.695 billion CNY and a turnover rate of 4.08%, resulting in a total market capitalization of 395.755 billion CNY [1] - Sunshine Power, established on July 11, 2007, and listed on November 2, 2011, is located in Hefei, Anhui Province, and 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 Sunshine Power includes: 40.89% from energy storage systems, 35.21% from photovoltaic inverters and other power electronic conversion devices, 19.29% from renewable energy investment and development, 2.86% from other sources, and 1.75% from photovoltaic power station generation [1] Group 2 - From the perspective of major fund holdings, one fund under Zhongtai Securities Asset Management has a significant position in Sunshine Power, with the Zhongtai CSI 300 Quantitative Enhanced A Fund (012206) holding 6,640 shares, accounting for 1.73% of the fund's net value, ranking as the fifth-largest holding [2] - The Zhongtai CSI 300 Quantitative Enhanced A Fund (012206) was established on July 5, 2021, with a latest scale of 35.6978 million CNY, and has achieved a year-to-date return of 17.52%, ranking 3059 out of 4217 in its category, and a one-year return of 11.79%, ranking 2843 out of 3918 [2] - The fund manager of Zhongtai CSI 300 Quantitative Enhanced A Fund is Zou Wei, who has been in the position for 5 years and 337 days, managing a total asset scale of 1.041 billion CNY, with the best fund return during the tenure being 70.16% and the worst being -2.82% [3]