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南网能源股价连续3天下跌累计跌幅8.04%,华泰柏瑞基金旗下1只基金持1292.95万股,浮亏损失749.91万元
Xin Lang Cai Jing· 2026-02-11 07:20
Group 1 - The core viewpoint of the news is that Nanfang Energy's stock has experienced a decline of 3.64% on February 11, with a cumulative drop of 8.04% over three consecutive days [1] - Nanfang Energy, established on December 29, 2010, and listed on January 19, 2021, is primarily engaged in energy-saving services, providing comprehensive energy-saving solutions including diagnosis, design, renovation, investment, and operation maintenance [1] - The company's main business revenue composition includes: industrial energy-saving business 54.92%, building energy-saving business 26.92%, comprehensive resource utilization business 14.70%, urban lighting energy-saving business 2.95%, energy-saving consulting services 0.38%, energy-saving renovation projects 0.11%, and other businesses 0.03% [1] Group 2 - From the perspective of major circulating shareholders, Huatai Bairui Fund has a fund that ranks among the top shareholders of Nanfang Energy, with the Guangfu ETF (515790) reducing its holdings by 30.98 million shares [2] - The Guangfu ETF (515790) has a current scale of 11.253 billion, with a year-to-date return of 16.79% and a one-year return of 49.88% [2] - The fund managers of Guangfu ETF are Li Qian and Li Mu Yang, with Li Qian having a tenure of 6 years and Li Mu Yang having a tenure of 5 years [2]
双良节能股价跌5.11%,华泰柏瑞基金旗下1只基金位居十大流通股东,持有1278.68万股浮亏损失677.7万元
Xin Lang Ji Jin· 2026-02-11 03:26
Group 1 - The core viewpoint of the news is that Shuangliang Energy experienced a decline of 5.11% in its stock price, reaching 9.85 yuan per share, with a trading volume of 1.33 billion yuan and a turnover rate of 7.03%, resulting in a total market capitalization of 18.457 billion yuan [1] - Shuangliang Energy, established on October 5, 1995, and listed on April 22, 2003, is primarily engaged in energy-saving and water-saving systems, as well as photovoltaic new energy systems. The revenue composition is as follows: photovoltaic products account for 67.05%, energy-saving and water-saving equipment for 31.01%, and new energy equipment for 1.94% [1] Group 2 - From the perspective of the top ten circulating shareholders of Shuangliang Energy, Huatai-PineBridge Fund has one fund among them. The Guangfu ETF (515790) reduced its holdings by 318,300 shares in the third quarter, holding a total of 12.7868 million shares, which represents 0.68% of the circulating shares. The estimated floating loss today is approximately 6.777 million yuan [2] - The Guangfu ETF (515790), established on December 7, 2020, has a latest scale of 11.253 billion yuan. Year-to-date returns are 16.79%, ranking 132 out of 5,569; the one-year return is 49.88%, ranking 847 out of 4,295; and since inception, the return is 12.35% [2] - The fund managers of Guangfu ETF are Li Qian and Li Mu Yang. Li Qian has a cumulative tenure of 6 years and 101 days, with a total fund asset scale of 52.672 billion yuan, achieving a best fund return of 102.79% and a worst return of -18.35% during her tenure. Li Mu Yang has a cumulative tenure of 5 years and 38 days, with a total fund asset scale of 28.871 billion yuan, achieving a best fund return of 214.23% and a worst return of -30.65% during his tenure [2]
双良节能股价跌5.89%,华泰柏瑞基金旗下1只基金位居十大流通股东,持有1278.68万股浮亏损失843.93万元
Xin Lang Cai Jing· 2026-02-10 01:47
Group 1 - The core point of the news is that Shuangliang Energy experienced a decline of 5.89% in its stock price, reaching 10.54 CNY per share, with a trading volume of 510 million CNY and a turnover rate of 2.51%, resulting in a total market capitalization of 19.75 billion CNY [1] - Shuangliang Energy, established on October 5, 1995, and listed on April 22, 2003, is primarily engaged in energy-saving and water-saving systems, as well as photovoltaic new energy systems. The revenue composition is as follows: photovoltaic products account for 67.05%, energy-saving and water-saving equipment for 31.01%, and new energy equipment for 1.94% [1] Group 2 - Among the top ten circulating shareholders of Shuangliang Energy, Huatai-PineBridge Fund has a fund that reduced its holdings in the Photovoltaic ETF (515790) by 318,300 shares in the third quarter, now holding 12.79 million shares, which is 0.68% of the circulating shares. The estimated floating loss today is approximately 8.44 million CNY [2] - The Photovoltaic ETF (515790) was established on December 7, 2020, with a current scale of 11.25 billion CNY. Year-to-date returns are 18.63%, ranking 79 out of 5,569 in its category; the one-year return is 50.53%, ranking 847 out of 4,295; and since inception, the return is 14.12% [2] Group 3 - The fund managers of the Photovoltaic ETF (515790) are Li Qian and Li Mu Yang. As of the report, Li Qian has a cumulative tenure of 6 years and 100 days, managing a total fund size of 52.67 billion CNY, with the best fund return during her tenure being 112.26% and the worst being -18.35% [3] - Li Mu Yang has a cumulative tenure of 5 years and 37 days, managing a total fund size of 28.87 billion CNY, with the best fund return during his tenure being 225.42% and the worst being -34.85% [3]
上能电气股价跌5.03%,华泰柏瑞基金旗下1只基金位居十大流通股东,持有341.97万股浮亏损失666.83万元
Xin Lang Ji Jin· 2026-02-05 05:15
Group 1 - The core point of the article highlights the recent stock performance of Shangneng Electric, which saw a decline of 5.03% to 36.80 CNY per share, with a trading volume of 483 million CNY and a turnover rate of 3.36%, resulting in a total market capitalization of 20.486 billion CNY [1] - Shangneng Electric, established on March 30, 2012, and listed on April 10, 2020, is located in Wuxi City, Jiangsu Province. The company specializes in the research, production, and sales of power electronic devices [1] - The main revenue composition of Shangneng Electric includes photovoltaic inverters at 72.20%, energy storage bidirectional converters and system integration products at 25.64%, power quality governance products at 1.19%, spare parts and technical services at 0.85%, and others at 0.12% [1] Group 2 - From the perspective of the top ten circulating shareholders, Huatai-PB Fund has a fund that ranks among the top shareholders of Shangneng Electric. The photovoltaic ETF (515790) increased its holdings by 924,900 shares in the third quarter, totaling 3.4197 million shares, which accounts for 0.89% of the circulating shares [2] - The photovoltaic ETF (515790), established on December 7, 2020, has a latest scale of 11.253 billion CNY. Year-to-date returns are 20.11%, ranking 51 out of 5566 in its category; over the past year, returns are 61.36%, ranking 643 out of 4285; and since inception, returns are 15.55% [2] - The fund managers of the photovoltaic ETF are Li Qian and Li Mu Yang. Li Qian has a cumulative tenure of 6 years and 95 days, with a total fund asset scale of 52.672 billion CNY, achieving a best fund return of 112.26% and a worst return of -18.35% during her tenure [2]
捷佳伟创股价跌6.51%,华泰柏瑞基金旗下1只基金重仓,持有272.33万股浮亏损失2619.77万元
Xin Lang Cai Jing· 2026-02-05 02:07
Group 1 - The core point of the news is that Jiejia Weichuang's stock price dropped by 6.51% to 138.08 CNY per share, with a trading volume of 309 million CNY and a turnover rate of 0.78%, resulting in a total market capitalization of 48.092 billion CNY [1] - Jiejia Weichuang, established on June 18, 2007, and listed on August 10, 2018, specializes in the research, production, and sales of crystalline silicon solar cell equipment, with its main business revenue composition being 83.34% from process equipment, 12.05% from automation supporting equipment, and 4.62% from components [1] Group 2 - From the perspective of the top ten holdings of funds, Huatai Bairui Fund has one fund heavily invested in Jiejia Weichuang. The Guangfu ETF (515790) reduced its holdings by 442,400 shares in the fourth quarter, holding 2.7233 million shares, which accounts for 2.31% of the fund's net value, ranking as the tenth largest holding. The estimated floating loss today is approximately 26.1977 million CNY [2] - The Guangfu ETF (515790) was established on December 7, 2020, with a latest scale of 11.253 billion CNY. Year-to-date returns are 20.11%, ranking 51 out of 5566 in its category; the one-year return is 61.36%, ranking 643 out of 4285; and the return since inception is 15.55% [2] Group 3 - The fund managers of the Guangfu ETF (515790) are Li Qian and Li Mu Yang. As of the report, Li Qian has a cumulative tenure of 6 years and 95 days, with the current fund asset size of 52.672 billion CNY, achieving a best fund return of 112.26% and a worst fund return of -18.35% during her tenure [3] - Li Mu Yang has a cumulative tenure of 5 years and 32 days, with the current fund asset size of 28.871 billion CNY, achieving a best fund return of 225.42% and a worst fund return of -34.85% during his tenure [3]
钧达股份股价跌9.59%,华泰柏瑞基金旗下1只基金位居十大流通股东,持有181.84万股浮亏损失1992.91万元
Xin Lang Cai Jing· 2026-02-05 01:59
Core Viewpoint - JunDa Co., Ltd. experienced a significant decline of 9.59% in stock price, closing at 103.33 CNY per share, with a trading volume of 210 million CNY and a turnover rate of 0.90%, resulting in a total market capitalization of 32.163 billion CNY [1] Group 1: Company Overview - JunDa Co., Ltd. is based in Haikou, Hainan Province, and was established on April 3, 2003, with its listing date on April 25, 2017 [1] - The company primarily engages in the research, production, and sales of photovoltaic (PV) cells, with its main products including 210-N N-type TOPCon monocrystalline cells, 182/183-N N-type TOPCon monocrystalline cells, and 182-P PERC monocrystalline cells [1] - The revenue composition of the company is predominantly from photovoltaic cells, accounting for 99.79%, with other sources contributing 0.21% [1] Group 2: Shareholder Insights - Among the top ten circulating shareholders of JunDa Co., Ltd., a fund under Huatai-PineBridge is notable, with the photovoltaic ETF (515790) reducing its holdings by 70,900 shares, now holding 1.8184 million shares, which represents 0.63% of the circulating shares [2] - The estimated floating loss for the photovoltaic ETF today is approximately 19.9291 million CNY [2] Group 3: Fund Manager Performance - The fund manager of the photovoltaic ETF, Li Qian, has a tenure of 6 years and 95 days, managing a total fund size of 52.672 billion CNY, with the best fund return during her tenure being 112.26% and the worst being -18.35% [3] - Li Mu Yang, another fund manager of the same ETF, has a tenure of 5 years and 32 days, overseeing a fund size of 28.871 billion CNY, with the best return of 225.42% and the worst return of -34.85% during his management period [3]
协鑫集成股价涨9.79%,华泰柏瑞基金旗下1只基金位居十大流通股东,持有5325.78万股浮盈赚取1970.54万元
Xin Lang Cai Jing· 2026-02-05 01:49
Group 1 - GCL-Poly Energy has seen a stock price increase of 9.79% on February 5, reaching 4.15 CNY per share, with a trading volume of 895 million CNY and a turnover rate of 3.79%, resulting in a total market capitalization of 24.279 billion CNY [1] - The stock has experienced a continuous rise for three days, accumulating a total increase of 14.89% during this period [1] - GCL-Poly Energy, established on June 26, 2003, and listed on November 18, 2010, is primarily engaged in the research, production, and sales of crystalline silicon solar cells, with revenue composition as follows: 92.38% from modules, 4.61% from system integration packages, 2.27% from wafers, 0.45% from other sources, and 0.29% from power generation [1] Group 2 - Among the top ten circulating shareholders of GCL-Poly Energy, a fund under Huatai-PB Asset Management holds a position, while the photovoltaic ETF (515790) reduced its holdings by 1.2635 million shares in the third quarter, now holding 53.2578 million shares, which accounts for 0.91% of the circulating shares [2] - The floating profit from the recent stock price increase is approximately 19.7054 million CNY, with a total floating profit of 26.0963 million CNY during the three-day rise [2] - The photovoltaic ETF (515790), established on December 7, 2020, has a current size of 11.253 billion CNY, with a year-to-date return of 20.11% ranking 51 out of 5566, a one-year return of 61.36% ranking 643 out of 4285, and a since inception return of 15.55% [2] Group 3 - The fund managers of the photovoltaic ETF (515790) are Li Qian and Li Mu Yang, with Li Qian having a tenure of 6 years and 95 days, managing assets totaling 52.672 billion CNY, achieving a best return of 112.26% and a worst return of -18.35% during her tenure [3] - Li Mu Yang has a tenure of 5 years and 32 days, managing assets of 28.871 billion CNY, with a best return of 225.42% and a worst return of -34.85% during his tenure [3]
美畅股份股价涨5.15%,华泰柏瑞基金旗下1只基金位居十大流通股东,持有305.82万股浮盈赚取272.18万元
Xin Lang Ji Jin· 2026-02-04 05:58
Group 1 - The core viewpoint of the news is that Meichang Co., Ltd. experienced a stock price increase of 5.15%, reaching 18.16 yuan per share, with a trading volume of 508 million yuan and a turnover rate of 6.80%, resulting in a total market capitalization of 12.201 billion yuan [1] - Meichang Co., Ltd. is located in the Yangling Demonstration Zone, Shaanxi Province, and was established on July 7, 2015, with its listing date on August 24, 2020. The company's main business involves the research, production, and sales of diamond wire for electroplating, with revenue composition being 86.52% from diamond wire and 13.48% from tungsten wire waste recycling and comprehensive utilization [1] Group 2 - Among the top ten circulating shareholders of Meichang Co., Ltd., Huatai-PB Fund has a fund that increased its holdings by 823,000 shares in the third quarter, bringing its total to 3.0582 million shares, which accounts for 0.72% of the circulating shares. The estimated floating profit from this investment is approximately 2.7218 million yuan [2] - The photovoltaic ETF (515790), established on December 7, 2020, has a latest scale of 11.253 billion yuan, with a year-to-date return of 16.38% ranking 127 out of 5562 in its category, and a one-year return of 56.35% ranking 888 out of 4285 [2] - The fund managers of the photovoltaic ETF are Li Qian and Li Mu Yang, with Li Qian having a cumulative tenure of 6 years and 94 days and a total fund asset scale of 52.672 billion yuan, achieving a best fund return of 112.26% during her tenure. Li Mu Yang has a cumulative tenure of 5 years and 31 days with a total fund asset scale of 28.871 billion yuan, achieving a best fund return of 225.42% during his tenure [2]
隆基绿能股价涨5.22%,华泰柏瑞基金旗下1只基金位居十大流通股东,持有1.03亿股浮盈赚取9509.69万元
Xin Lang Cai Jing· 2026-02-03 05:26
Core Viewpoint - Longi Green Energy's stock rose by 5.22% to 18.56 CNY per share, with a trading volume of 3.455 billion CNY and a market capitalization of 140.649 billion CNY as of February 3 [1] Company Overview - Longi Green Energy Technology Co., Ltd. is located in Xi'an, Shaanxi Province, established on February 14, 2000, and listed on April 11, 2012. The company specializes in the research, production, and sales of monocrystalline silicon rods, wafers, cells, and modules, providing products and system solutions for photovoltaic ground power plants and distributed rooftop (including BIPV) development, while actively developing and nurturing the photovoltaic hydrogen production business [1] - The revenue composition of the company includes 93.51% from photovoltaic product sales, 3.54% from power station business, and 2.95% from other businesses [1] Shareholder Insights - Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) is among the top ten circulating shareholders of Longi Green Energy. In the third quarter, it reduced its holdings by 4.648 million shares, maintaining 103 million shares, which accounts for 1.36% of circulating shares. The estimated floating profit today is approximately 95.1 million CNY [2] - The Huatai-PB CSI 300 ETF was established on May 4, 2012, with a current scale of 422.258 billion CNY. It has experienced a loss of 0.43% this year, ranking 4554 out of 5562 in its category, while achieving a 23.77% return over the past year, ranking 2804 out of 4285, and a total return of 115.25% since inception [2] Fund Performance - The fund manager of Huatai-PB CSI 300 ETF is Liu Jun, who has a tenure of 16 years and 249 days. The total asset scale under his management is 550.928 billion CNY, with the best fund return during his tenure being 225.42% and the worst being -45.64% [3] Top Holdings - The Huatai-PB Fund's photovoltaic ETF (515790) has Longi Green Energy as its second-largest holding, having reduced its position by 571.23 million shares in the fourth quarter, now holding 59.4385 million shares, which constitutes 9.61% of the fund's net value. The estimated floating profit today is around 54.68 million CNY [4] - The photovoltaic ETF was established on December 7, 2020, with a current scale of 11.253 billion CNY. It has achieved a return of 10.05% this year, ranking 391 out of 5562, a 47.84% return over the past year, ranking 1122 out of 4285, and a total return of 5.87% since inception [4] Fund Managers - The fund managers of the photovoltaic ETF are Li Qian and Li Mu Yang. Li Qian has a tenure of 6 years and 93 days, managing assets totaling 52.672 billion CNY, with the best return during her tenure being 112.26% and the worst being -18.35% [5] - Li Mu Yang has a tenure of 5 years and 30 days, managing assets totaling 28.871 billion CNY, with the best return during his tenure being 225.42% and the worst being -34.85% [5]
弘元绿能股价跌5.12%,华泰柏瑞基金旗下1只基金位居十大流通股东,持有463.63万股浮亏损失672.26万元
Xin Lang Cai Jing· 2026-01-30 02:23
Group 1 - Hongyuan Green Energy's stock price dropped by 5.12% to 26.86 CNY per share, with a trading volume of 265 million CNY and a turnover rate of 1.42%, resulting in a total market capitalization of 18.347 billion CNY [1] - The company, established on September 28, 2002, and listed on December 28, 2018, primarily engages in the research, production, and sales of precision machine tools and monocrystalline silicon materials, with 94.43% of its revenue coming from the photovoltaic silicon industry chain [1] Group 2 - Huatai-PB Fund has a fund that ranks among the top ten circulating shareholders of Hongyuan Green Energy, having reduced its holdings by 89,200 shares in the third quarter, now holding 4.6363 million shares, which is 0.68% of the circulating shares, resulting in an estimated floating loss of approximately 6.7226 million CNY [2] - The Huatai-PB Photovoltaic ETF (515790), established on December 7, 2020, has a current size of 11.253 billion CNY, with a year-to-date return of 13.54% and a one-year return of 52.53% [2] Group 3 - Huatai-PB Fund's Basic Faced Selection A (007306) increased its holdings in Hongyuan Green Energy by 7,400 shares in the fourth quarter, now holding 149,000 shares, which constitutes 4.63% of the fund's net value, leading to an estimated floating loss of about 216,000 CNY [3] - The fund, established on June 5, 2019, has a current size of 52.334 million CNY, with a year-to-date return of 4.35% and a one-year return of 35.5% [3]