来源：新浪证券-红岸工作室 2月6日，禾迈股份涨0.62%，成交额1.61亿元，换手率1.19%，总市值135.38亿元。 异动分析 光伏概念+储能+专精特新+人民币贬值受益+回购增持再贷款概念 1、杭州禾迈电力电子股份有限公司主营业务是光伏逆变器相关产品、储能相关产品、电气成套设备及 相关产品的研发、制造与销售业务。主要产品有微型逆变器及监控设备、分布式光伏发电系统、模块化 逆变器及其他电力变换设备、电气成套设备及元器件。 2、杭州禾迈电力电子股份有限公司的主营业务是光伏逆变器相关产品、储能相关产品、电气成套设备 及相关产品的研发、制造与销售业务。公司的主要产品是微型逆变器及监控设备、关断系统、组串式逆 变器、光伏发电系统、储能逆变器、储能系统。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 4、根据2024年年报，公司海外营收占比为64.25%，受益于人 ...

来源：新浪证券-红岸工作室 2月3日，禾迈股份涨5.36%，成交额2.24亿元，换手率1.70%，总市值132.57亿元。 异动分析 光伏概念+储能+专精特新+人民币贬值受益+回购增持再贷款概念 今日主力净流入538.29万，占比0.02%，行业排名35/70，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入29.37亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入538.29万420.64万2193.27万898.04万-2746.42万 主力持仓 1、杭州禾迈电力电子股份有限公司主营业务是光伏逆变器相关产品、储能相关产品、电气成套设备及 相关产品的研发、制造与销售业务。主要产品有微型逆变器及监控设备、分布式光伏发电系统、模块化 逆变器及其他电力变换设备、电气成套设备及元器件。 2、杭州禾迈电力电子股份有限公司的主营业务是光伏逆变器相关产品、储能相关产品、电气成套设备 及相关产品的研发、制造与销售业务。公司的主要产品是微型逆变器及监控设备、关断系统、组串式逆 变器、光伏发电系统、储能逆变器、储能系统。 3、专精特新"小巨人"企业是全国中小企业评定工作中 ...

英国 " 对话地球 " 网站 1 月 26 日文章，原题：探访中国 " 光伏村 " 副题：光伏发电为中国乡村带来了机遇 常福（音）2017年在自家屋顶上安装了村里第一块光伏板，从未想过这为他所在的山西省打造"光伏 村"的行动又迈出一步。如今，中午时分沿着该村主要街道走，会看到一排排屋顶上的光伏板在阳光下 闪闪发光，路边街灯也由太阳能供电。 距这里不太远的庄上村不但经历了类似变化，还配备了储能设施。2021年庄上村在多方支持下开展农 村"光储直柔"新型电力系统技术和商业示范项目，2023年该村被中国农业农村部、全球环境基金、联合 国开发计划署授予"中国零碳村镇示范村"称号。 来源：环球 除了经济益处，村民还获得其他意想不到的收获。"环境变好了。"山西省另一个村庄的村民叶彦琴 （音）说，"路面更宽更干净了"。安装光伏设施的企业会改善当地道路，这让农作物更容易进入市场， 村民更容易与外界做生意。分布式光伏还创造就业机会。叶彦琴说："他们安装光伏板时，村里人帮忙 打杂，搬运材料、清理和看守场地。光伏板安装完成后，还需要维护。"这还为当地村民带来婚恋方面 的好处，有村民说："现在我们村出名了，村里的年轻人更容易娶到媳妇 ...

Core Insights - The article discusses the annual comprehensive inspection and maintenance of the distributed photovoltaic (PV) power generation system at Ji'an Jinggangshan Airport, aimed at ensuring efficient and safe operation while reinforcing green airport construction achievements [1][2] Group 1: Inspection and Maintenance - The inspection covered all PV power generation units in the flight area, with a detailed and systematic approach [1] - Technicians conducted thorough checks on solar panel surfaces for issues such as micro-cracks, hot spots, dust accumulation, or glass damage [1] - The maintenance team tested and reinforced the sealing, insulation resistance, and connection tightness of component wiring, junction boxes, and combiner boxes [1] Group 2: Equipment and Performance Analysis - Key electrical equipment, including inverters and distribution cabinets, underwent comprehensive parameter collection and analysis regarding operational status, heat dissipation, and alarm records [1] - The stability of PV brackets, effectiveness of lightning protection grounding systems, and potential shading issues were also evaluated and documented [1] Group 3: Operational Efficiency and Risk Management - The maintenance adhered to strict operational protocols, utilizing a "zoned, short time slot, dual-monitor" work mode to efficiently progress during flight gaps [2] - All inspection data was recorded in real-time and analyzed by qualified professionals, resulting in a "health diagnosis report" for each PV unit to identify performance shortcomings and potential risks [2] - Most PV equipment was found to be in good operational condition, with power generation efficiency meeting design expectations [2] Group 4: Remedial Actions and Outcomes - The maintenance team developed targeted action plans for identified issues, such as decreased surface cleanliness and minor cable sheath aging, and promptly initiated cleaning, replacement, and clearing work [2] - The systematic "check-up" and preventive maintenance improved the stability and conversion efficiency of the distributed PV system, contributing to reduced operational costs and supporting the dual goals of safe airport operations and green development [2]

Core Insights - The company specializes in the research and manufacturing of textile machinery and has established itself as a leader in the international textile machinery industry. It has developed an energy management platform aimed at achieving energy-saving goals through detailed statistical analysis and real-time monitoring of energy consumption and equipment performance [1][19]. Group 1: Energy Management Solutions - The energy management platform offers a comprehensive solution tailored to user energy characteristics and management needs, including energy metering, equipment efficiency analysis, and optimization of various energy systems such as distributed photovoltaic generation and geothermal heat pump systems [1][19]. - The platform allows users to monitor the operation of key energy-consuming devices, such as geothermal heat pump systems and compressed air systems, remotely [3][19]. Group 2: Energy Efficiency and Savings - The company has implemented a system energy-saving solution that has achieved over 10% energy savings, equating to approximately 2,500 kWh of electricity saved daily, by utilizing AI for optimal operation of the geothermal heat pump system [10][19]. - Users can compare energy efficiency data before and after maintenance through benchmarking and time-based energy efficiency comparison features, guiding them to improve system performance through proactive maintenance [8][19]. Group 3: Integration and Optimization - The energy management platform integrates with meeting management systems to pre-cool spaces based on meeting schedules, enhancing the meeting environment while optimizing energy use [16][19]. - The platform employs machine learning algorithms for load forecasting, intelligently adjusting operational strategies for the geothermal heat pump system [17][19].

Core Viewpoint - Minle County is implementing a sustainable development strategy that integrates ecological protection with transportation development, guided by the "green water and green mountains are gold and silver mountains" philosophy and the "dual carbon" goals [1][2][3] Group 1: Low-Carbon Vehicle Transition - The county promotes the adoption of new energy vehicles as a key measure for carbon reduction in transportation, achieving a 100% share of new energy buses in public transport since 2018, with 43 electric buses and 4 natural gas buses purchased [1] - A total of 285 dual-fuel taxis and 22 clean energy passenger vehicles have been introduced, creating a green and low-carbon public transport system [1] - The county has eliminated 65 old high-emission trucks and issued over 4 million yuan in subsidies, resulting in an annual reduction of over 7,900 tons of carbon emissions [1] Group 2: Green Infrastructure Development - Minle County has established a charging service network with 16 charging stations and 68 charging piles, planning to add 760 more charging piles in the next two years to meet public charging needs [2] - The county has planted 32,000 trees and 86,000 shrubs along highways, achieving an 82% greening rate for county-level roads, enhancing the ecological environment [2] - The public transport network has been optimized with 13 new urban-rural bus routes and 100% coverage of bus stops within 500 meters, improving the convenience of green travel [2] Group 3: Smart Integration and Logistics Innovation - A zero-carbon logistics industrial park has been developed, featuring a 3.5 MW distributed photovoltaic system that generates 6.3 million kWh annually, ensuring 100% green electricity supply for the park [3] - The park supports a "green electricity + smart sorting + unmanned delivery" logistics chain, significantly reducing carbon emissions in logistics operations [3] - The introduction of a "passenger-cargo-mail" integration model in rural areas has led to the opening of 10 dedicated lines, reducing logistics costs by 45% and cutting carbon emissions by approximately 800 tons annually [3] Group 4: Environmental Impact and Achievements - From January to October, Minle County recorded a 90.1% rate of days with good air quality, with PM2.5 concentrations decreasing by 44% year-on-year, consistently meeting national secondary standards for air quality [3] - The county's green transportation network and efficient smart logistics operations have contributed to a continuous reduction in carbon content in the transportation sector and an increase in ecological quality [3]

Core Viewpoint - The news highlights the performance and business activities of Hangzhou Hemai Electric Power Electronics Co., Ltd., focusing on its growth in the photovoltaic and energy storage sectors, as well as its financial metrics and market activities. Company Overview - Hangzhou Hemai Electric Power Electronics Co., Ltd. specializes in the research, manufacturing, and sales of photovoltaic inverters, energy storage products, and electrical equipment [2][7] - The company's main products include micro-inverters, monitoring equipment, distributed photovoltaic power generation systems, modular inverters, and energy storage systems [2][7] - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and technological capabilities [2] Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.323 billion yuan, representing a year-on-year growth of 4.57%, while the net profit attributable to shareholders was a loss of 59.1154 million yuan, a decrease of 124.07% year-on-year [8] - As of September 30, the number of shareholders increased to 10,200, up by 3.82%, while the average circulating shares per person decreased by 3.68% [8] Market Activity - On November 28, the company's stock price increased by 0.85%, with a trading volume of 54.7487 million yuan and a turnover rate of 0.45%, leading to a total market capitalization of 12.255 billion yuan [1] - The company benefits from a significant overseas revenue share of 64.25%, aided by the depreciation of the RMB [3] Shareholder Actions - On March 5, 2025, Hangzhou Kaikai Holding Group announced plans to increase its stake in Hemai shares, with an investment amount between 111.5 million yuan and 223 million yuan, funded by its own resources and special loans [3]

Core Viewpoint - The stock of Hema Technology Co., Ltd. experienced a decline of 3.53% on November 18, with a trading volume of 165 million yuan and a total market capitalization of 13.71 billion yuan [1] Company Overview - Hema Technology Co., Ltd. specializes in the research, manufacturing, and sales of photovoltaic inverters, energy storage products, and electrical equipment [2][7] - The company's main products include micro-inverters, monitoring equipment, distributed photovoltaic power generation systems, modular inverters, and energy storage systems [2][7] - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [2] Financial Performance - For the period from January to September 2025, Hema Technology reported a revenue of 1.323 billion yuan, representing a year-on-year growth of 4.57%, while the net profit attributable to shareholders was a loss of 59.115 million yuan, a decrease of 124.07% year-on-year [8] - As of September 30, the number of shareholders increased to 10,200, with an average of 12,134 circulating shares per person, a decrease of 3.68% from the previous period [8] Market Dynamics - The company benefits from a significant overseas revenue share of 64.25%, aided by the depreciation of the RMB [3] - On March 5, 2025, Hangkai Holdings Group announced plans to increase its stake in Hema Technology, with an investment ranging from 111.5 million yuan to 223 million yuan, supported by a special loan from China CITIC Bank [3] Technical Analysis - The average trading cost of Hema Technology's shares is 111.70 yuan, with the stock price currently near a support level of 107.60 yuan, indicating potential for a rebound if this level holds [6]

Core Viewpoint - The stock of Hemaik Electric Co., Ltd. experienced a decline of 1.52% on November 17, with a trading volume of 199 million yuan and a total market capitalization of 14.211 billion yuan [1] Company Overview - Hemaik Electric Co., Ltd. specializes in the research, manufacturing, and sales of photovoltaic inverters, energy storage products, and electrical equipment [2][7] - The company's main products include micro-inverters, monitoring devices, distributed photovoltaic power generation systems, modular inverters, and energy storage systems [2][7] - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [2] Financial Performance - For the period from January to September 2025, Hemaik achieved a revenue of 1.323 billion yuan, representing a year-on-year growth of 4.57%, while the net profit attributable to shareholders was -59.1154 million yuan, a decrease of 124.07% year-on-year [8] - As of September 30, the number of shareholders increased to 10,200, a rise of 3.82%, while the average circulating shares per person decreased by 3.68% [8] Market Position and Trends - The company benefits from a significant overseas revenue share of 64.25%, aided by the depreciation of the RMB [3] - Hemaik is set to receive an investment from Hangkai Holdings Group, with plans to increase its stake by no less than 111.5 million yuan and no more than 223 million yuan [3] Technical Analysis - The average trading cost of Hemaik's shares is 111.73 yuan, with the stock price approaching a resistance level of 115.47 yuan, indicating potential for upward movement if this level is surpassed [6]

Core Viewpoint - The stock of Hema Technology Co., Ltd. has shown a positive trend with a 2.76% increase on November 5, 2023, reaching a market capitalization of 13.654 billion yuan [1] Company Overview - Hema Technology Co., Ltd. specializes in the research, manufacturing, and sales of photovoltaic inverters, energy storage products, and electrical equipment [2][7] - The company's main products include micro-inverters, monitoring devices, distributed photovoltaic systems, modular inverters, and energy storage systems [2][7] - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [2] Financial Performance - For the period from January to September 2023, Hema Technology achieved a revenue of 1.323 billion yuan, representing a year-on-year growth of 4.57%, while the net profit attributable to the parent company was a loss of 59.1154 million yuan, a decrease of 124.07% year-on-year [8] - As of September 30, 2023, the company had 10,200 shareholders, an increase of 3.82% from the previous period, with an average of 12,134 circulating shares per person, a decrease of 3.68% [8] Market Dynamics - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 64.25% of total revenue in the 2024 annual report [3] - Hema Technology is set to receive a capital increase from Hangkai Holdings Group, with an investment ranging from 111.5 million yuan to 223 million yuan, supported by a special loan from China CITIC Bank [3] Technical Analysis - The average trading cost of the stock is 111.95 yuan, with the current price near a support level of 107.60 yuan, indicating potential for a rebound if this support holds [6]