每经编辑｜金冥羽 向江林 1月23日晚，天合光能（688599.SH）发布2026年限制性股票激励计划和2026年员工持股计划。 值得注意的是，两份计划中的公司层面业绩考核目标相同，均为2026年净利润不低于2亿元；2027年净利润不低于32亿元，或2026年至2027年净利润累计 值不低于34亿元；2028年净利润不低于62亿元，或2026年至2028年净利润累计值不低于96亿元。 目前光伏企业仍普遍陷于亏损中。尤其是下游电池及组件环节，面临"价格低迷、成本抬升"的"剪刀差"，出现较大盈利压力。 | 归属期 | | 考核年度 | 业绩考核目标 | | --- | --- | --- | --- | | 首次授予的限制 | 第一个归属期 | 2026年 | 2026年净利润不低于 2.00 亿元。 | | 性股票及预留授 | | | | | 予的恩制性股票 | | | 2027 年净利润不低于 32.00 亿元:或 | | (若预留部分在 | 第二个归属期 | 2027 年 | 2026年-2027年净利润累计值不低于 | | 公司 2026 年第 | | | 34.00 亿元。 | | 三季度报告披露 | ...

↑点击上面图片 加雪球核心交流群 ↑ 今天市场震荡回升，截至收盘，沪指涨0.33%，深成指涨0.79%，创业板指涨0.63%。 沪深两市成交额3.1万亿，较上一个交易日放量3935亿，全市场超3900只个股上涨，其中121只个股涨停。 从板块来看，光伏板块爆发，隆基绿能、钧达股份、协鑫集成、明阳智能、拓日新能等30余股涨停；商业航天板块反复活跃，十余只成分股涨停， 金风科技、润贝航科、西部材料涨停；贵金属延续强势，白银有色4连板，中国黄金、豫光金铅涨停；下跌方面，保险、银行板块跌幅居前。 一起来看下今天的热点。 01 光伏要上天？ 太空光伏概念爆发 今天市场上最热的板块就是光伏了。光伏设备板块指数涨超10%，一骑绝尘，领涨两市。板块内涨停个股成片，连城数控、欧普泰30%涨停；拉普 拉斯、迈为股份、捷佳伟创、晶科能源20%涨停。 | 连城教容 | | | | | --- | --- | --- | --- | | 920368 已收盘01-23 15:29:06 北京 | | | | | 47.16 +10.88 +29.99% | | | 9389人加自选 冷风景 > CN 融 L1 | | 高 47.16 ...

每日经济新闻消息，1月23日，指数尾盘震荡拉升，深成指探底回升。截至收盘，沪指涨0.33%，深成指 涨0.79%，创业板指涨0.63%。此外北证50指数大涨超3%。 昨日近百亿资金封死跌停的利欧股份，今天竞价阶段也打开跌停，开盘后拉升翻红。 我们都知道，上周三以来，沪深两市部分权重股的走势，在宽基指数ETF持续的大额赎回下受到一定压 制，也因此表现稍弱于中小盘股。 板块来看，光伏、商业航天、AI应用等概念走高，贵金属概念延续强势。下跌方面，保险、银行板块跌 幅居前。 全市场超3900只个股上涨，其中121只个股涨停。沪深两市成交额3.09万亿元，较上一个交易日放量3935 亿。 截至周五收盘，A股有两个重要指数，创出了阶段新高。 一是，据Wind数据，全A平均股价收于30.35元，创2015年6月下旬以来新高，即近十年半的新高。 分析认为，短线来看，这主要归功于商业航天概念的持续修复；或者更具体一些，昨日强修复的超跌股再 度走强。 比如昨天"地天板"的国晟科技，盘中也几乎走出准"地天板"，振幅达19.27%。 二是，最近两天，融资余额不降反升。截至1月22日，两市合计达26985.57亿元，较前一交易日增加4 ...

Group 1 - The A-share market experienced fluctuations on January 23, with the Sci-Tech 50 ETF (588000) rebounding in the afternoon, showing a gain of 0.43% and a trading volume exceeding 3.5 billion yuan, indicating a significant increase in trading activity [1] - Solar energy stocks surged, with JinkoSolar hitting the daily limit, Trina Solar rising by 14.92%, GuoBo Electronics increasing by 13.83%, and Canadian Solar up by 10.51%. Other companies like ZhongKong Technology and Daqo New Energy also saw gains exceeding 7% [1] - Trina Solar announced a price increase for its distributed photovoltaic standard components by 0.03 yuan/W, with the new price range set at 0.88-0.92 yuan/W. This marks the third price adjustment since 2026, with an overall increase of 0.06 yuan/W in less than a month [1] Group 2 - The outlook for the solar industry is optimistic, with brokerage reports indicating that the application for 200,000 satellites in China is accelerating the entire commercial space industry chain, leading to a surge in demand for space-based photovoltaics [1] - The planned constellation of thousands of satellites is expected to exponentially increase the demand for photovoltaic cells, while the complexity of satellite equipment is driving up the energy supply requirements per satellite [1] - Technological advancements are pushing the photovoltaic cell industry towards low-cost HJT and perovskite tandem routes, driven by commercialization [1] Group 3 - The Sci-Tech 50 ETF (588000) tracks the Sci-Tech 50 Index, with over 70% of its holdings in the electronics sector, aligning well with the current development trends in artificial intelligence and robotics [2] - The ETF also covers multiple sub-sectors, including medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [2] - Investors optimistic about the long-term development prospects of China's hard technology are encouraged to continue monitoring this ETF [2]

光伏飙升！ 1月23日早盘，市场上最硬的板块非光伏莫属。主营光伏检测方案的设计及其配套设备、软件的研发、生产和 销售的北交所上市公司——欧普泰在两分钟内直线30%封死涨停。连城数控、拉普拉斯、迈为股份、东方日升 等股票大涨。 那么，光伏究竟为何爆发？分析人士认为有两大因素：一是涨价，1月20日，天合光能发布了最新的分布式光 伏普通组件指导价格，再度上调3分/W，报价区间锁定在0.88元—0.92元/W；二是太空光伏概念的催化。 广发证券认为，作为地外飞行器重要的可靠能源供应方式，太空光伏有望受益于全球商业航天热潮。马斯克表 示，在太空设立太阳能AI数据中心是理所当然的事。 光伏爆发 欧普泰早上一开盘就开始拉升，两分钟内封死30%涨停板，同为北交所的连城数控亦一度大涨25%。拉普拉 斯、迈为股份、东方日升、奥特佳、华民股份皆是20%涨停。早盘，光伏板块涨停或涨幅超过10%的个股达到 了20只，光伏ETF大涨近6%。 最近，光伏行业发出价格反转信号。1月20日，天合光能发布了最新的分布式光伏普通组件指导价格，再度上 调3分/W，报价区间锁定在0.88元—0.92元/W。这已是天合光能进入2026年以来的第三次价格 ...

Market Overview - On January 22, A-shares opened higher across the board, with the Shanghai Composite Index rising by 9.13 points (0.22%) to 4126.07 points, the Shenzhen Component Index up by 58.51 points (0.41%) to 14313.63 points, and the CSI 300 Index increasing by 18.69 points (0.4%) to 4741.75 points [1] - The storage chip concept continued to show strength, with Yingfang Micro achieving a three-day limit-up, and Langke Technology opening over 11% higher [1] - Gold concept stocks mostly retreated, with Xiaocheng Technology down over 7% and Shengda Resources down over 6% [1] Company News - Tianfu Communication expects a net profit attributable to shareholders of 1.881 billion to 2.150 billion yuan, a year-on-year increase of 40% to 60%, driven by the growth in demand for high-speed optical devices due to the acceleration of the AI industry and global data center construction [2] - Demingli forecasts a net profit of 650 million to 800 million yuan for 2025, representing a year-on-year increase of 85.42% to 128.21% [2] - Moore Threads anticipates 2025 revenue between 1.45 billion and 1.52 billion yuan, a growth of 230.70% to 246.67% year-on-year, but expects a net loss of 950 million to 1.06 billion yuan, narrowing the loss by 34.50% to 41.30% compared to the previous year [2] - Baiwei Storage's advanced packaging project is progressing well, with expected monthly production capacity reaching 5,000 wafers by the end of 2026 and 10,000 wafers by the end of 2027, contributing to revenue starting in late 2026 [2] Additional Company Updates - Jin'an Guoji expects a net profit of 280 million to 360 million yuan, a year-on-year increase of 655.53% to 871.40% [3] - Tengjing Technology received a purchase order worth 12.8 million USD (approximately 89.15 million yuan) from a client, which is expected to positively impact its operating performance [3] - Dajin Heavy Industry forecasts a net profit of 1.05 billion to 1.2 billion yuan for 2025, a year-on-year increase of 121.58% to 153.23% [3] - Juhua Co. expects a net profit of 3.54 billion to 3.94 billion yuan, a year-on-year increase of 80% to 101% [3] Industry Trends - Intel and AMD plan to raise server CPU prices by 10% to 15% to address supply-demand imbalances, with their server CPU capacities for 2026 nearly sold out [6] - TSMC is increasing investment in advanced packaging technology, with plans to upgrade existing facilities and expand production capacity significantly by the end of 2027 [7] - The photovoltaic industry is experiencing price increases, with Trina Solar raising its guidance prices for distributed photovoltaic modules by 0.03 yuan/W, marking the third price adjustment since the beginning of 2026 [11] - The Ministry of Industry and Information Technology announced that China's 6G research has completed the first phase of technical testing, with over 300 key technology reserves established [12]