1月30日，弘元绿能跌5.12%，截至发稿，报26.86元/股，成交2.65亿元，换手率1.42%，总市值183.47亿 元。 资料显示，弘元绿色能源股份有限公司位于江苏省无锡市滨湖区雪浪街道南湖中路158号，成立日期 2002年9月28日，上市日期2018年12月28日，公司主营业务涉及从事精密机床与单晶硅材料的研发、生 产和销售。主营业务收入构成为：光伏晶硅产业链业务94.43%，其他(补充)3.64%，装备及其他业务 1.93%。 从弘元绿能十大流通股东角度 光伏ETF（515790）基金经理为李茜、李沐阳。 截至发稿，李茜累计任职时间6年89天，现任基金资产总规模526.72亿元，任职期间最佳基金回报 111.56%， 任职期间最差基金回报-18.35%。 李沐阳累计任职时间5年26天，现任基金资产总规模288.71亿元，任职期间最佳基金回报193.73%， 任 职期间最差基金回报-32.03%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金位居弘元绿能十大流通股东。光伏ETF（515790）三季度减持 8.92万股，持有股数463.63万股，占流通股的比例为0.68%。根据测算，今日浮亏 ...

资料显示，协鑫集成科技股份有限公司位于江苏省苏州市工业园区新庆路28号(协鑫能源中心)，成立日 期2003年6月26日，上市日期2010年11月18日，公司主营业务涉及研发、生产及销售晶体硅太阳能电 池。主营业务收入构成为：组件92.38%，系统集成包4.61%，电池片2.27%，其他0.45%，发电收入 0.29%。 从协鑫集成十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居协鑫集成十大流通股东。光伏ETF（515790）三季度减持 126.35万股，持有股数5325.78万股，占流通股的比例为0.91%。根据测算，今日浮盈赚取约1065.16万 元。连续3天上涨期间浮盈赚取3674.79万元。 1月27日，协鑫集成涨5.8%，截至发稿，报3.65元/股，成交34.89亿元，换手率17.73%，总市值213.54亿 元。协鑫集成股价已经连续3天上涨，区间累计涨幅25%。 截至发稿，李茜累计任职时间6年86天，现任基金资产总规模526.72亿元，任职期间最佳基金回报 108.57%， 任职期间最差基金回报-18.35%。 李沐阳累计任职时间5年23天，现任基金资产总规模288.71亿元，任职期间最佳基 ...

Group 1 - The core point of the news is that JunDa Co., Ltd. experienced a decline of 5.29% in its stock price, reaching 86.00 CNY per share, with a trading volume of 974 million CNY and a turnover rate of 4.92%, resulting in a total market capitalization of 25.162 billion CNY [1] - JunDa Co., Ltd. is primarily engaged in the research, production, and sales of photovoltaic 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. The company's revenue composition is 99.79% from photovoltaic cells and 0.21% from other sources [1] Group 2 - From the perspective of the top ten circulating shareholders, Huatai Bairui Fund holds a position in JunDa Co., Ltd. The photovoltaic ETF (515790) reduced its holdings by 70,900 shares in the third quarter, now holding 1.8184 million shares, which accounts for 0.63% of the circulating shares, resulting in an estimated floating loss of approximately 8.7281 million CNY [2] - The photovoltaic ETF (515790) was established on December 7, 2020, with a current scale of 13.976 billion CNY. Year-to-date returns are 12.06%, ranking 650 out of 5,542 in its category, while the one-year return is 46.27%, ranking 1,561 out of 4,235 [2]

1月14日，钧达股份涨5.98%，截至发稿，报84.88元/股，成交21.53亿元，换手率11.66%，总市值248.35 亿元。钧达股份股价已经连续6天上涨，区间累计涨幅51.97%。 责任编辑：小浪快报 资料显示，海南钧达新能源科技股份有限公司位于海南省海口市南海大道168号海口保税区内海南钧达 大楼,香港铜锣湾勿地臣街1号时代广场2座31楼，成立日期2003年4月3日，上市日期2017年4月25日，公 司主营业务涉及海南钧达新能源科技股份有限公司是一家主要从事光伏电池的研发、生产和销售的中国 公司。该公司产品主要包括210-N N型隧穿氧化层钝化接触（TOPCon）单晶电池、182/183-N N型 TOPCon单晶电池和182-P P型钝化发射极及背接触（PERC）单晶电池。该公司的组件可集成于光伏系 统，光伏系统其后将配置于发电厂、工厂、楼宇及住宅等各类场所，主要用于太阳能发电。主营业务收 入构成为：光伏电池片99.79%，其他(补充)0.21%。 光伏ETF（515790）基金经理为李茜、李沐阳。 截至发稿，李茜累计任职时间6年73天，现任基金资产总规模424.27亿元，任职期间最佳基金回报 10 ...

Core Viewpoint - Hongyuan Green Energy's stock rose by 5.21% to 32.09 CNY per share, with a trading volume of 410 million CNY and a market capitalization of 21.92 billion CNY as of January 5 [1] Company Overview - Hongyuan Green Energy Co., Ltd. is located in Wuxi, Jiangsu Province, established on September 28, 2002, and listed on December 28, 2018 [1] - The company's main business involves the research, production, and sales of precision machine tools and monocrystalline silicon materials [1] - Revenue composition: 94.43% from the photovoltaic silicon industry chain, 3.64% from other (supplementary) sources, and 1.93% from equipment and other businesses [1] Shareholder Analysis - Huatai-PB Fund has a fund among the top ten circulating shareholders of Hongyuan Green Energy [2] - The Photovoltaic ETF (515790) reduced its holdings by 89,200 shares in Q3, holding 4.6363 million shares, which is 0.68% of the circulating shares [2] - The estimated floating profit from the Photovoltaic ETF today is approximately 7.3716 million CNY [2] - The Photovoltaic ETF was established on December 7, 2020, with a latest scale of 13.976 billion CNY and a year-to-date return of 26.9% [2] Fund Performance - The fund manager of the Photovoltaic ETF is Li Qian, with a total asset scale of 44.052 billion CNY and a best fund return of 95.53% during her tenure [3] - Li Mu Yang, another fund manager, has a total asset scale of 29.768 billion CNY and a best fund return of 153.83% during his tenure [3] Top Holdings - Huatai-PB Fundamental Selection A (007306) holds 141,600 shares of Hongyuan Green Energy, accounting for 4.31% of the fund's net value, ranking as the ninth largest holding [4] - The estimated floating profit from this fund today is approximately 225,100 CNY [4] - Huatai-PB Fundamental Selection A was established on June 5, 2019, with a latest scale of 51.0891 million CNY and a year-to-date return of 24.96% [4]

Company Overview - Lianhong New Materials Technology Co., Ltd. is located in Tengzhou, Shandong Province, established on May 21, 2009, and listed on December 8, 2020. The company focuses on the research, production, and sales of new material products [1] - The main business revenue composition includes: polypropylene special materials (27.50%), ethylene-vinyl acetate copolymer (26.28%), by-products and others (19.95%), ethylene oxide derivatives (18.38%), ethylene oxide (4.48%), vinyl acetate (2.65%), special gases (0.49%), and ultra-high molecular weight polyethylene (0.27%) [1] Stock Performance - As of the report date, Lianhong's stock price decreased by 1.01%, trading at 19.67 CNY per share, with a total transaction volume of 84.63 million CNY and a turnover rate of 0.32%. The total market capitalization is 26.271 billion CNY [1] Shareholder Information - Among the top ten circulating shareholders, Huatai-PB Fund has a fund that holds shares in Lianhong. The Guangfu ETF (515790) reduced its holdings by 93,000 shares in the third quarter, now holding 4.5595 million shares, which accounts for 0.34% of the circulating shares. The estimated floating loss today is approximately 911,900 CNY [2] - The Guangfu ETF was established on December 7, 2020, with a latest scale of 13.976 billion CNY. Year-to-date returns are 28.35%, ranking 1968 out of 4189 in its category; the one-year return is 24.97%, ranking 2069 out of 4188; since inception, it has a loss of 2.7% [2]

Group 1 - The core viewpoint of the news is that Dongfang Risen has seen a significant increase in stock price, with a rise of 5.11% to 14.80 CNY per share, and a total market capitalization of 16.872 billion CNY [1] - Dongfang Risen New Energy Co., Ltd. is located in Ningbo, Zhejiang Province, and was established on December 2, 2002. The company went public on September 2, 2010, and its main business includes the production and sale of photovoltaic manufacturing products such as solar cell modules, EVA films, and solar power systems [1] - The revenue composition of Dongfang Risen's main business includes: solar cells and modules (51.12%), solar power station EPC and transfer (35.49%), energy storage systems and auxiliary photovoltaic products (6.39%), electricity revenue from photovoltaic power stations (3.90%), and others (3.10%) [1] Group 2 - Among the top ten circulating shareholders of Dongfang Risen, a fund under Huatai-PB ranks first. The photovoltaic ETF (515790) reduced its holdings by 227,300 shares in the third quarter, holding 10.3782 million shares, which accounts for 1.12% of the circulating shares [2] - The photovoltaic ETF (515790) was established on December 7, 2020, with a latest scale of 13.976 billion CNY. Year-to-date returns are 27.09%, ranking 1970 out of 4197 in its category; the one-year return is 22.09%, ranking 2213 out of 4170; and since inception, it has a loss of 3.65% [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 53 days, with a total fund asset size of 44.052 billion CNY, achieving a best fund return of 94.95% and a worst return of -18.35% during her tenure [3] - Li Mu Yang has a cumulative tenure of 4 years and 355 days, managing a total fund asset size of 29.768 billion CNY, with a best fund return of 143.03% and a worst return of -41.8% during his tenure [3]

Core Viewpoint - Hongyuan Green Energy's stock has experienced a significant decline, dropping 5.02% on November 21, with a total decrease of 14.93% over the past four days, indicating potential concerns regarding the company's performance and market sentiment [1]. Company Overview - Hongyuan Green Energy Co., Ltd. is located in Wuxi, Jiangsu Province, and was established on September 28, 2002. The company went public on December 28, 2018. Its main business involves the research, production, and sales of precision machine tools and monocrystalline silicon materials [1]. - The revenue composition of the company is as follows: 94.43% from the photovoltaic silicon industry chain, 3.64% from other supplementary businesses, and 1.93% from equipment and other operations [1]. Shareholder Analysis - Among the top ten circulating shareholders of Hongyuan Green Energy, a fund under Huatai-PB is notable. The Photovoltaic ETF (515790) reduced its holdings by 89,200 shares in the third quarter, now holding 4.6363 million shares, which represents 0.68% of the circulating shares. The estimated floating loss today is approximately 7.418 million yuan, with a total floating loss of 25.963 million yuan over the four-day decline [2]. - The Photovoltaic ETF (515790) was established on December 7, 2020, with a current scale of 13.976 billion yuan. Year-to-date returns are 29.61%, ranking 1485 out of 4208 in its category, while the one-year return is 15.34%, ranking 2703 out of 3972. Since inception, it has incurred a loss of 1.74% [2]. Fund Performance - The fund manager of the Photovoltaic ETF (515790) is Li Qian, who has been in the position for 6 years and 19 days, managing assets totaling 44.052 billion yuan. During her tenure, the best fund return was 84.41%, while the worst was -18.35% [3]. - Li Mu Yang, another fund manager, has been in his role for 4 years and 321 days, overseeing assets of 29.768 billion yuan. His best fund return during his tenure was 141.63%, with the worst being -37.33% [3]. Top Holdings - The Huatai-PB Fundamental Selection A Fund (007306) holds 141,600 shares of Hongyuan Green Energy, accounting for 4.31% of the fund's net value, making it the ninth-largest holding. The estimated floating loss today is about 22,660 yuan, with a total floating loss of 79,300 yuan over the four-day decline [4]. - The Huatai-PB Fundamental Selection A Fund was established on June 5, 2019, with a current scale of 5.10891 million yuan. Year-to-date returns are 18.98%, ranking 4156 out of 8136, while the one-year return is 17.34%, ranking 4058 out of 8056. Since inception, the fund has achieved a return of 50.3% [4]. Fund Manager Profile - The fund manager of Huatai-PB Fundamental Selection A Fund (007306) is Tan Xiao, who has been in the position for 2 years and 114 days, managing assets totaling 21.1 million yuan. During his tenure, the best fund return was 38.22%, while the worst was 22.77% [5].

Group 1 - The core viewpoint of the news is that Meichang Co., Ltd. has experienced a significant decline in stock price, dropping 5.02% on November 21, with a total market value of 9.916 billion yuan [1] - Meichang Co., Ltd. has seen its stock price fall for four consecutive days, with a cumulative decline of 5.24% during this period [1] - The company, established on July 7, 2015, specializes in the research, production, and sales of diamond wire for electroplating, with diamond wire accounting for 86.52% of its main business revenue [1] Group 2 - Among the top ten circulating shareholders of Meichang Co., Ltd., Huatai-PB Fund has increased its holdings in the photovoltaic ETF (515790) by 823,000 shares in the third quarter, now holding 3.0582 million shares, which is 0.72% of the circulating shares [2] - The photovoltaic ETF (515790) has a current scale of 13.976 billion yuan and has achieved a return of 29.61% this year, ranking 1485 out of 4208 in its category [2] - The fund managers, Li Qian and Li Mu Yang, have had varying performance records, with Li Qian achieving a best return of 84.41% and Li Mu Yang achieving a best return of 141.63% during their respective tenures [2]

Core Points - GCL-Poly Energy Holdings Limited's stock dropped by 5.05%, trading at 2.82 CNY per share with a total market capitalization of 16.498 billion CNY as of the report date [1] - The company, established on June 26, 2003, specializes in the research, production, and sales of crystalline silicon solar cells, with its main revenue sources being solar modules (92.38%), system integration packages (4.61%), solar cells (2.27%), and other sources (0.45%) [1] Shareholder Insights - Among the top ten circulating shareholders of GCL-Poly, a fund under Huatai-PB ranked first. The photovoltaic ETF (515790) reduced its holdings by 1.2635 million shares in the third quarter, now holding 53.2578 million shares, which is 0.91% of the circulating shares. The estimated floating loss today is approximately 7.9887 million CNY [2] - The photovoltaic ETF (515790) was established on December 7, 2020, with a current scale of 13.976 billion CNY. Year-to-date returns are 32.42%, ranking 1368 out of 4208 in its category, while the one-year return is 20.43%, ranking 2307 out of 3956 [2] Fund Management - The fund managers of the photovoltaic ETF (515790) are Li Qian and Li Mu Yang. As of the report date, Li Qian has been in position for 6 years and 17 days, managing assets totaling 44.052 billion CNY, with the best fund return during her tenure being 84.41% and the worst being -18.35% [3] - Li Mu Yang has been in position for 4 years and 319 days, managing assets of 29.768 billion CNY, with the best fund return during his tenure being 141.63% and the worst being -37.33% [3]