异质结电池HJT
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太空光伏风口引爆+资金联动加持 阿特斯(688472)单日大涨11.56%:光伏赛道的情绪共振
Jin Rong Jie· 2026-01-23 10:01
异动当日的市场热点与跨境情绪联动,成为推动股价大幅上涨的核心推手。当日A股最大风口聚焦太空 光伏概念,该赛道整体暴涨8.69%,20余只个股涨幅超10%,板块赚钱效应显著。阿特斯同时覆盖异质 结电池HJT、光伏、储能三大热门概念,精准契合当日资金炒作方向,顺势跟随板块上涨。 责任编辑:山上 此外,跨境市场情绪传导效应明显,中概股整体普涨的积极情绪同步传导至A股市场,进一步带动场内 资金跟风布局阿特斯。 股市有风险,投资需谨慎!本文仅为公开信息整理与客观分析,不构成任何投资建议,市场波动受多重 因素影响,投资决策请结合自身风险承受能力理性判断,自行承担投资风险。 2026年1月23日,光伏板块迎来强势爆发,阿特斯(688472)作为赛道上市公司之一,股价当日强势拉 涨11.56%,最终收盘价定格在18.05元,较前一交易日上涨1.87元。当日交易呈现出高活跃、高换手的 特征,换手率高达14.19%,全天成交量191.24万手,成交额达到33.69亿元,在当日A股光伏板块中表现 突出。 财经频道更多独家策划、专家专栏,免费查阅>> 本次阿特斯股价异动的核心驱动逻辑清晰有如下几点:首要因素是赛道风口的强力加持,太空 ...
8月26日华东重机(002685)涨停分析:光伏重整、GPU业务、业绩增长驱动
Sou Hu Cai Jing· 2025-08-26 08:45
Core Viewpoint - The stock of Huadong Heavy Machinery reached a limit-up closing price of 9.77 yuan on August 26, driven by multiple positive factors including progress in its photovoltaic business restructuring and strong performance in its GPU chip business [1] Group 1: Company Performance - The company's photovoltaic business restructuring has made progress, benefiting from government policies promoting green and low-carbon transitions, which has catalyzed the photovoltaic industry [1] - The GPU chip business is accelerating, with the subsidiary Ruixin Tuxin winning a project worth over 10 million yuan from a central enterprise and completing compatibility with mainstream CPUs, enhancing expectations for business transformation [1] - The company's net profit attributable to shareholders is expected to grow by 64.64% year-on-year in Q1 2025, alongside a 7% decrease in the asset-liability ratio after divesting loss-making assets, improving the fundamental outlook and boosting market confidence [1] Group 2: Market Activity - On August 26, the net inflow of main funds was 313 million yuan, accounting for 17.33% of the total trading volume, while retail investors saw a net outflow of 162 million yuan, representing 8.97% of the total [1] - The stock is part of the heterojunction battery (HJT), industrial mother machine, and Xinchuang concept sectors, with HJT concept stocks rising by 1.19%, industrial mother machine concept stocks up by 0.78%, and Xinchuang concept stocks increasing by 0.54% on the same day [1]