1月5日，双良节能盘中下跌2.14%，截至13:40，报6.40元/股，成交4.56亿元，换手率3.76%，总市值 119.92亿元。 机构持仓方面，截止2025年9月30日，双良节能十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股2781.48万股，相比上期增加1682.56万股。长信金利趋势混合A（519994）位居第六大流 通股东，持股1750.00万股，为新进股东。光大保德信信用添益债券A类（360013）位居第七大流通股 东，持股1567.25万股，为新进股东。光伏ETF（515790）位居第十大流通股东，持股1278.68万股，相 比上期减少31.83万股。天弘中证光伏A（011102）退出十大流通股东之列。 责任编辑：小浪快报 双良节能所属申万行业为：电力设备-光伏设备-硅料硅片。所属概念板块包括：余热发电、光热发电、 DeepSeek概念、碳中和、多晶硅等。 截至9月30日，双良节能股东户数10.85万，较上期减少3.85%；人均流通股17277股，较上期增加 4.01%。2025年1月-9月，双良节能实现营业收入60.76亿元，同比减少41.27%；归母净利润-5.44亿元， ...

截至发稿，庞文杰累计任职时间5年213天，现任基金资产总规模1.84亿元，任职期间最佳基金回报 44.46%， 任职期间最差基金回报-45.25%。 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、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，华银基金管理旗下1只基金重仓双良节能。北信瑞丰产业升级（168501）三季度持有股数56 万股，占基金净值比例为4.79%，位居第十大重仓股。根据测算，今日浮盈赚取约16.8万元。 北信瑞丰产业升级（168501）成立日期2018年1月10日，最新规模7073.14万。今年以来收益0.43%，同 类排名7907/8159；近一年亏损3.5%，同类排名8024/8147；成立以来收益28.39%。 北信瑞丰产业升级（168501）基金经理为庞文杰。 12月29日，双良节能涨5.15%，截至发稿，报6.13元/股，成交3.43亿元，换手率3.11%，总市值114.86亿 元。 资料显示，双良节能系统股份有限公司位于江苏省江阴市利港 ...

12月29日，双良节能盘中上涨2.23%，截至13:53，报5.96元/股，成交2.13亿元，换手率1.95%，总市值 111.68亿元。 资料显示，双良节能系统股份有限公司位于江苏省江阴市利港镇西利路88号，成立日期1995年10月5 日，上市日期2003年4月22日，公司主营业务涉及公司目前主要业务分为1、节能节水系统,包括:溴化锂 冷热机组、换热器、空冷系统等;2、光伏新能源系统,包括多晶硅还原炉及其模块,以及大尺寸单晶硅 棒、硅片。主营业务收入构成为：光伏产品67.05%，节能节水装备31.01%，新能源装备1.94%。 双良节能所属申万行业为：电力设备-光伏设备-硅料硅片。所属概念板块包括：光热发电、多晶硅、余 热发电、低价、碳中和等。 截至9月30日，双良节能股东户数10.85万，较上期减少3.85%；人均流通股17277股，较上期增加 4.01%。2025年1月-9月，双良节能实现营业收入60.76亿元，同比减少41.27%；归母净利润-5.44亿元， 同比增长59.42%。 分红方面，双良节能A股上市后累计派现40.89亿元。近三年，累计派现11.60亿元。 责任编辑：小浪快报 资金流向方面， ...

Core Viewpoint - The stock of Shuangliang Energy has shown fluctuations in trading volume and price, with a year-to-date increase of 24.36% despite recent declines in the short term [1] Company Overview - Shuangliang Energy System Co., Ltd. was established on October 5, 1995, and went public on April 22, 2003. The company operates primarily in energy-saving and water-saving systems, as well as photovoltaic new energy systems [2] - The main business revenue composition includes photovoltaic products (67.05%), energy-saving and water-saving equipment (31.01%), and new energy equipment (1.94%) [2] - The company is categorized under the power equipment industry, specifically in photovoltaic equipment and silicon materials [2] Financial Performance - For the period from January to September 2025, Shuangliang Energy reported a revenue of 6.076 billion yuan, a year-on-year decrease of 41.27%, while the net profit attributable to shareholders was -544 million yuan, reflecting a year-on-year increase of 59.42% [2] - Cumulatively, the company has distributed 4.089 billion yuan in dividends since its A-share listing, with 1.16 billion yuan distributed over the past three years [3] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 112,800, with an average of 16,611 circulating shares per person, a decrease of 4.70% from the previous period [2] - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 16.83 million shares, and new entrants such as Changxin Jinli Trend Mixed A and Everbright Prudential Credit Enhanced Bond A [3]

Core Viewpoint - The stock of Shuangliang Energy has shown a significant increase in trading activity and price performance, indicating positive market sentiment and potential investment interest in the company [1][2]. Financial Performance - As of the first nine months of 2025, Shuangliang Energy reported a revenue of 6.076 billion yuan, a year-on-year decrease of 41.27%. The net profit attributable to shareholders was -544 million yuan, reflecting a year-on-year increase of 59.42% [2]. - The company has cumulatively distributed 4.089 billion yuan in dividends since its A-share listing, with 1.16 billion yuan distributed over the past three years [3]. Stock Market Activity - On October 29, Shuangliang Energy's stock price rose by 2.01%, reaching 6.60 yuan per share, with a trading volume of 200 million yuan and a turnover rate of 1.64%. The total market capitalization stood at 12.367 billion yuan [1]. - The stock has increased by 20.00% year-to-date, with a 2.17% rise over the last five trading days, 14.98% over the last 20 days, and 11.49% over the last 60 days [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders of Shuangliang Energy was 112,800, an increase of 4.93% from the previous period. The average number of circulating shares per shareholder was 16,611, a decrease of 4.70% [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which holds 27.8148 million shares, and new entrants such as Changxin Jinli Trend Mixed A and Everbright Prudential Credit Enhanced Bond A [3].

Core Viewpoint - The stock of Shuangliang Energy has experienced fluctuations, with a recent decline of 2.12% and a year-to-date increase of 17.64%, indicating volatility in its market performance [1][2]. Financial Performance - For the first half of 2025, Shuangliang Energy reported a revenue of 4.388 billion yuan, a year-on-year decrease of 37.13%, while the net profit attributable to shareholders was -597 million yuan, reflecting a year-on-year increase of 52.54% [2]. - The company has distributed a total of 4.089 billion yuan in dividends since its A-share listing, with 1.16 billion yuan distributed over the past three years [3]. Stock Market Activity - As of October 22, the stock price was 6.47 yuan per share, with a market capitalization of 12.123 billion yuan. The trading volume was 74.5596 million yuan, with a turnover rate of 0.61% [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on August 1, where it saw a net purchase of 154 million yuan [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased to 112,800, with an average of 16,611 circulating shares per person, a decrease of 4.70% from the previous period [2]. - The top ten circulating shareholders include notable entities such as the Photovoltaic ETF and Hong Kong Central Clearing Limited, with changes in their holdings indicating shifts in investor sentiment [3]. Business Segments - Shuangliang Energy's main business segments include energy-saving and water-saving systems (67.05% of revenue) and photovoltaic new energy systems (31.01% of revenue), with a small portion from new energy equipment (1.94%) [1].

Core Viewpoint - The stock of Shuangliang Energy has shown a significant increase in price and trading activity, indicating potential investor interest and market confidence in the company's performance and future prospects [1][2]. Group 1: Stock Performance - As of October 21, Shuangliang Energy's stock price rose by 2.01% to 6.59 CNY per share, with a trading volume of 2.27 billion CNY and a turnover rate of 1.88%, resulting in a total market capitalization of 12.348 billion CNY [1]. - Year-to-date, the stock price has increased by 19.82%, with a 3.94% rise over the last five trading days, 8.39% over the last 20 days, and 14.61% over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on August 1, where it recorded a net purchase of 154 million CNY [1]. Group 2: Company Overview - Shuangliang Energy, established on October 5, 1995, and listed on April 22, 2003, is located in Jiangyin, Jiangsu Province. Its main business segments include energy-saving and water-saving systems, and photovoltaic new energy systems [2]. - The revenue composition of the company 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% [2]. - The company operates within the power equipment industry, specifically in photovoltaic equipment, and is involved in concepts such as polysilicon, waste heat power generation, carbon neutrality, and wastewater treatment [2]. Group 3: Financial Performance - For the first half of 2025, Shuangliang Energy reported a revenue of 4.388 billion CNY, a year-on-year decrease of 37.13%, while the net profit attributable to shareholders was -597 million CNY, reflecting a year-on-year increase of 52.54% [2]. - The company has distributed a total of 4.089 billion CNY in dividends since its A-share listing, with 1.16 billion CNY distributed over the past three years [3]. - As of June 30, 2025, the number of shareholders increased to 112,800, with an average of 16,611 circulating shares per person, a decrease of 4.70% from the previous period [2].

Core Viewpoint - Shuangliang Energy has seen a stock price increase of 5.05%, reaching 6.66 CNY per share, with a trading volume of 426 million CNY and a market capitalization of 12.479 billion CNY as of October 15 [1] Company Overview - Shuangliang Energy System Co., Ltd. is located in Jiangyin City, Jiangsu Province, and was established on October 5, 1995, with its listing date on April 22, 2003 [1] - The company's main business segments include energy-saving and water-saving systems (67.05% of revenue), photovoltaic new energy systems (31.01% of revenue), and new energy equipment (1.94% of revenue) [1] Shareholder Information - Among the top ten circulating shareholders of Shuangliang Energy, a fund under Huatai-PB ranks first. The Photovoltaic ETF (515790) reduced its holdings by 36,100 shares in the second quarter, now holding 13.1051 million shares, which is 0.7% of the circulating shares [2] - The Photovoltaic ETF has a current scale of 9.984 billion CNY and has achieved a year-to-date return of 23.03%, ranking 2140 out of 4220 in its category [2] Fund Manager Performance - The fund managers of the Photovoltaic ETF are Li Qian and Li Mu Yang. Li Qian has a cumulative tenure of 5 years and 347 days, with a total asset scale of 39.351 billion CNY and a best fund return of 87.02% during her tenure [3] - Li Mu Yang has a cumulative tenure of 4 years and 284 days, managing assets totaling 21.273 billion CNY, with a best fund return of 137.92% during his tenure [3]

Core Viewpoint - The stock of Shuangliang Energy has shown fluctuations in trading performance, with a recent increase in share price and notable trading volume, indicating investor interest and market activity [1][2]. Financial Performance - As of June 30, 2025, Shuangliang Energy reported a revenue of 4.388 billion yuan, a year-on-year decrease of 37.13%, while the net profit attributable to shareholders was -597 million yuan, reflecting a 52.54% increase compared to the previous year [2]. - The company has distributed a total of 4.089 billion yuan in dividends since its A-share listing, with 1.16 billion yuan distributed over the last three years [3]. Stock Market Activity - On September 24, 2023, Shuangliang Energy's stock price rose by 2.09% to 5.86 yuan per share, with a trading volume of 118 million yuan and a turnover rate of 1.09%, resulting in a total market capitalization of 10.98 billion yuan [1]. - The stock has experienced a 6.55% increase year-to-date, but has seen declines of 8.29% over the last five trading days and 3.78% over the last twenty days [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders for Shuangliang Energy increased to 112,800, with an average of 16,611 circulating shares per person, a decrease of 4.70% from the previous period [2]. - The top ten circulating shareholders include notable entities such as the Photovoltaic ETF and Hong Kong Central Clearing Limited, with changes in their holdings indicating shifts in investor sentiment [3].

Core Viewpoint - The financial performance of Shuangliang Energy shows a significant decline in revenue while the net profit has turned negative, indicating potential challenges ahead for the company [2]. Group 1: Financial Performance - As of June 30, 2025, Shuangliang Energy reported a revenue of 4.388 billion yuan, a year-on-year decrease of 37.13% [2]. - The company experienced a net profit of -597 million yuan, which represents a year-on-year increase of 52.54% in losses [2]. - Cumulative cash dividends since the company's A-share listing amount to 4.089 billion yuan, with 1.16 billion yuan distributed over the last three years [3]. Group 2: Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased to 112,800, up by 4.93% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 4.70% to 16,611 shares [2]. - The financing balance for Shuangliang Energy is 4.12 billion yuan, accounting for 3.55% of the market capitalization, which is below the 40th percentile level over the past year, indicating a low financing position [1]. Group 3: Business Segments - The company's main business segments include energy-saving and water-saving systems (23.03% of revenue), photovoltaic products (67.97%), and new energy equipment (7.26%) [1]. - The revenue composition indicates a strong reliance on photovoltaic products, which may be subject to market fluctuations [1]. Group 4: Institutional Holdings - As of June 30, 2025, the sixth largest circulating shareholder is the Photovoltaic ETF (515790), holding 13.1051 million shares, a decrease of 36,100 shares from the previous period [3]. - Hong Kong Central Clearing Limited is the seventh largest shareholder, increasing its holdings by 433,800 shares to 10.9892 million shares [3]. - Tianhong Zhongzheng Photovoltaic A (011102) is a new entrant among the top ten circulating shareholders, holding 8.4573 million shares [3].