截至9月30日，协鑫集成股东户数20.62万，较上期减少7.60%；人均流通股28345股，较上期增加 8.22%。2025年1月-9月，协鑫集成实现营业收入116.93亿元，同比减少2.48%；归母净利润-5.55亿元， 同比减少777.78%。 分红方面，协鑫集成A股上市后累计派现1.58亿元。近三年，累计派现0.00元。 2月10日，协鑫集成盘中上涨4.37%，截至09:35，报5.26元/股，成交27.10亿元，换手率8.69%，总市值 307.73亿元。 资金流向方面，主力资金净流出8850.07万元，特大单买入3.48亿元，占比12.85%，卖出3.52亿元，占比 12.97%；大单买入1.96亿元，占比7.24%，卖出2.81亿元，占比10.38%。 协鑫集成今年以来股价涨87.86%，近5个交易日涨52.91%，近20日涨80.76%，近60日涨63.35%。 今年以来协鑫集成已经6次登上龙虎榜，最近一次登上龙虎榜为2月9日，当日龙虎榜净买入3705.03万 元；买入总计3.76亿元 ，占总成交额比16.94%；卖出总计3.39亿元 ，占总成交额比15.27%。 资料显示，协鑫集成科技股份有限 ...

Group 1 - GCL-Poly Energy has seen a stock price increase of 9.79% on February 5, reaching 4.15 CNY per share, with a trading volume of 895 million CNY and a turnover rate of 3.79%, resulting in a total market capitalization of 24.279 billion CNY [1] - The stock has experienced a continuous rise for three days, accumulating a total increase of 14.89% during this period [1] - GCL-Poly Energy, established on June 26, 2003, and listed on November 18, 2010, is primarily engaged in the research, production, and sales of crystalline silicon solar cells, with revenue composition as follows: 92.38% from modules, 4.61% from system integration packages, 2.27% from wafers, 0.45% from other sources, and 0.29% from power generation [1] Group 2 - Among the top ten circulating shareholders of GCL-Poly Energy, a fund under Huatai-PB Asset Management holds a position, while the photovoltaic ETF (515790) reduced its holdings by 1.2635 million shares in the third quarter, now holding 53.2578 million shares, which accounts for 0.91% of the circulating shares [2] - The floating profit from the recent stock price increase is approximately 19.7054 million CNY, with a total floating profit of 26.0963 million CNY during the three-day rise [2] - The photovoltaic ETF (515790), established on December 7, 2020, has a current size of 11.253 billion CNY, with a year-to-date return of 20.11% ranking 51 out of 5566, a one-year return of 61.36% ranking 643 out of 4285, and a since inception return of 15.55% [2] Group 3 - The fund managers of the photovoltaic ETF (515790) are Li Qian and Li Mu Yang, with Li Qian having a tenure of 6 years and 95 days, managing assets totaling 52.672 billion CNY, achieving a best return of 112.26% and a worst return of -18.35% during her tenure [3] - Li Mu Yang has a tenure of 5 years and 32 days, managing assets of 28.871 billion CNY, with a best return of 225.42% and a worst return of -34.85% during his tenure [3]

1月28日，协鑫集成盘中上涨2.17%，截至09:43，报3.77元/股，成交12.10亿元，换手率5.61%，总市值 220.56亿元。 资金流向方面，主力资金净流入3717.44万元，特大单买入1.62亿元，占比13.39%，卖出7963.45万元， 占比6.58%；大单买入2.09亿元，占比17.30%，卖出2.55亿元，占比21.04%。 协鑫集成所属申万行业为：电力设备-光伏设备-光伏电池组件。所属概念板块包括：太阳能概念、BC电 池、BIPV概念、HJT/HIT电池等。 截至9月30日，协鑫集成股东户数20.62万，较上期减少7.60%；人均流通股28345股，较上期增加 8.22%。2025年1月-9月，协鑫集成实现营业收入116.93亿元，同比减少2.48%；归母净利润-5.55亿元， 同比减少777.78%。 分红方面，协鑫集成A股上市后累计派现1.58亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，协鑫集成十大流通股东中，香港中央结算有限公司位居第九大流 通股东，持股5445.83万股，为新进股东。光伏ETF（515790）位居第十大流通股东，持股5325.78 ...

Group 1 - GCL-Poly Energy has seen a stock price increase of 5.8% as of January 27, reaching 3.65 CNY per share, with a trading volume of 3.489 billion CNY and a turnover rate of 17.73%, resulting in a total market capitalization of 21.354 billion CNY [1] - The stock has experienced a cumulative increase of 25% over the past three days [1] - GCL-Poly Energy, established on June 26, 2003, and listed on November 18, 2010, primarily engages in the research, production, and sales of crystalline silicon solar cells, with revenue composition as follows: modules 92.38%, system integration packages 4.61%, battery cells 2.27%, others 0.45%, and power generation income 0.29% [1] Group 2 - The top circulating shareholder of GCL-Poly Energy includes a fund under Huatai-PineBridge, which reduced its holdings by 1.2635 million shares in the third quarter, now holding 53.2578 million shares, accounting for 0.91% of circulating shares [2] - The floating profit from the recent stock price increase is approximately 10.6516 million CNY, with a total floating profit of 36.7479 million CNY over the three-day increase [2] - The GCL-Poly Energy ETF (515790) was established on December 7, 2020, with a current size of 11.253 billion CNY, yielding 16.32% year-to-date and ranking 273 out of 5548 in its category, while achieving a 53.6% return over the past year, ranking 1081 out of 4285 [2] Group 3 - The fund managers of the GCL-Poly Energy ETF are Li Qian and Li Mu Yang, with Li Qian having a tenure of 6 years and 86 days, managing assets totaling 52.672 billion CNY, achieving a best return of 108.57% and a worst return of -18.35% during her tenure [3] - Li Mu Yang has a tenure of 5 years and 23 days, managing assets of 28.871 billion CNY, with a best return of 190.45% and a worst return of -36.27% during his tenure [3]

Group 1 - GCL-Poly Energy Holdings Limited's stock price has dropped 5.04% to 2.64 CNY per share, with a trading volume of 319 million CNY and a turnover rate of 2.04%, resulting in a total market capitalization of 15.445 billion CNY [1] - The stock has experienced a continuous decline for four consecutive days, with a cumulative drop of 13.66% during this period [1] - GCL-Poly Energy was established on June 26, 2003, and listed on November 18, 2010, primarily engaged in the research, production, and sales of crystalline silicon solar cells [1] Group 2 - The main revenue composition of GCL-Poly Energy includes 92.38% from modules, 4.61% from system integration packages, 2.27% from battery cells, 0.45% from other sources, and 0.29% from power generation [1] - The top circulating shareholder data indicates that Huatai-PB Fund holds a position in GCL-Poly Energy, with the photovoltaic ETF (515790) reducing its holdings by 1.2635 million shares in the third quarter, now holding 53.2578 million shares, representing 0.91% of circulating shares [2] - The estimated floating loss for the ETF today is approximately 7.4561 million CNY, with a total floating loss of 23.4334 million CNY during the four-day decline [2] Group 3 - The photovoltaic ETF (515790) was established on December 7, 2020, with a current size of 13.976 billion CNY, yielding a return of 29.61% year-to-date, ranking 1485 out of 4208 in its category [2] - Over the past year, the ETF has achieved a return of 15.34%, ranking 2703 out of 3972 in its category, while it has incurred a loss of 1.74% since inception [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]

Group 1 - GCL-Poly Energy Holdings Limited's stock price dropped by 5.1%, reaching 2.98 CNY per share, with a trading volume of 858 million CNY and a turnover rate of 4.83%, resulting in a total market capitalization of 17.434 billion CNY [1] - GCL-Poly Energy was established on June 26, 2003, and listed on November 18, 2010. The company specializes in the research, production, and sales of crystalline silicon solar cells, with its main revenue sources being 92.38% from modules, 4.61% from system integration packages, 2.27% from battery cells, 0.45% from other sources, and 0.29% from power generation [1] Group 2 - The top circulating shareholder of GCL-Poly Energy includes a fund under Huatai-PB Fund Management, which reduced its holdings by 1.2635 million shares in the third quarter, now holding 53.2578 million shares, accounting for 0.91% of circulating shares. The estimated floating loss today is approximately 8.5212 million CNY [2] - The GCL-Poly Energy ETF (515790) was established on December 7, 2020, with a current size of 13.976 billion CNY. Year-to-date returns are 35.87%, ranking 1223 out of 4212 in its category, while the one-year return is 21.05%, ranking 2242 out of 3956. Since inception, the return is 3% [2] Group 3 - The fund managers of the GCL-Poly Energy ETF are Li Qian and Li Mu Yang. As of the report, Li Qian has been in position for 6 years and 16 days, managing assets totaling 44.052 billion CNY, with the best fund return during her tenure being 85.13% and the worst being -18.35%. Li Mu Yang has been in position for 4 years and 318 days, managing assets of 29.768 billion CNY, with the best return of 135.08% and the worst of -36.56% [3]

Core Insights - On November 17, GCL-Poly Energy Holdings Limited experienced a 2.48% decline in stock price with a trading volume of 1.733 billion yuan [1] - The company reported a net financing purchase of approximately 91.4 million yuan on the same day, with a total financing and securities balance of 962 million yuan [1][2] - For the first nine months of 2025, GCL-Poly's revenue was 11.693 billion yuan, a year-on-year decrease of 2.48%, and the net profit attributable to shareholders was -555 million yuan, a significant decline of 777.78% [2] Financing and Securities - On November 17, GCL-Poly had a financing purchase of 237 million yuan, with a current financing balance of 959 million yuan, representing 5.22% of the circulating market value [1] - The financing balance is above the 70th percentile of the past year, indicating a high level of financing activity [1] - The company repaid 425,800 shares in securities lending and sold 341,500 shares, with a total selling amount of approximately 1.0723 million yuan [1] Shareholder Information - As of September 30, 2025, GCL-Poly had 206,200 shareholders, a decrease of 7.60% from the previous period, while the average circulating shares per person increased by 8.22% to 28,345 shares [2] - The company has cumulatively distributed 158 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the ninth largest shareholder with 54.4583 million shares, while the photovoltaic ETF (515790) is the tenth largest with 53.2578 million shares, a decrease of 1.2635 million shares from the previous period [3]

Core Points - GCL-Poly Energy has seen a stock price increase of 5.36% on November 14, reaching 3.34 CNY per share, with a trading volume of 1.839 billion CNY and a turnover rate of 9.84%, resulting in a total market capitalization of 19.54 billion CNY [1] - The stock has risen for five consecutive days, accumulating a total increase of 21.46% during this period [1] Company Overview - GCL-Poly Energy Technology Co., Ltd. is located at No. 28, Xinqing Road, Suzhou Industrial Park, Jiangsu Province, and was established on June 26, 2003, with its listing date on November 18, 2010 [1] - The company's main business involves the research, production, and sales of crystalline silicon solar cells, with revenue composition as follows: 92.38% from modules, 4.61% from system integration packages, 2.27% from battery cells, 0.45% from other sources, and 0.29% from power generation [1] Shareholder Information - Among the top ten circulating shareholders of GCL-Poly, a fund under Huatai-PB ranks first [2] - The photovoltaic ETF (515790) reduced its holdings by 1.2635 million shares in the third quarter, now holding 53.2578 million shares, which accounts for 0.91% of the circulating shares [2] - The ETF has generated a floating profit of approximately 9.0538 million CNY today and a total floating profit of 29.8244 million CNY during the five-day increase [2] Fund Manager Performance - The fund manager of the photovoltaic ETF (515790) is Li Qian, with a tenure of 6 years and 12 days, managing a total fund size of 44.052 billion CNY, achieving a best return of 88.03% and a worst return of -18.35% during her tenure [3] - Li Mu Yang, the co-manager, has a tenure of 4 years and 314 days, managing a fund size of 29.856 billion CNY, with a best return of 146.61% and a worst return of -37.05% during his tenure [3]

Core Insights - GCL-Poly Energy has seen a stock price increase of 5.11% on November 13, reaching 3.29 CNY per share, with a trading volume of 1.128 billion CNY and a turnover rate of 6.17%, resulting in a total market capitalization of 19.248 billion CNY. The stock has risen for four consecutive days, accumulating a total increase of 19.92% during this period [1] Company Overview - GCL-Poly Energy Technology Co., Ltd. is located at No. 28, Xinqing Road, Suzhou Industrial Park, Jiangsu Province, and was established on June 26, 2003. The company was listed on November 18, 2010. Its main business involves the research, development, production, and sales of crystalline silicon solar cells [1] - The revenue composition of GCL-Poly includes: 92.38% from modules, 4.61% from system integration packages, 2.27% from battery cells, 0.45% from other sources, and 0.29% from power generation [1] Shareholder Insights - Among the top ten circulating shareholders of GCL-Poly, a fund under Huatai-PB Fund ranks prominently. The photovoltaic ETF (515790) reduced its holdings by 1.2635 million shares in the third quarter, retaining 53.2578 million shares, which accounts for 0.91% of the circulating shares. The estimated floating profit today is approximately 8.5212 million CNY, with a total floating profit of 27.694 million CNY during the four-day increase [2] Fund Manager Performance - The fund manager of the photovoltaic ETF (515790) is Li Qian and Li Mu Yang. As of the report, Li Qian has a cumulative tenure of 6 years and 11 days, managing a total fund size of 44.052 billion CNY, with the best fund return during her tenure being 85.78% and the worst being -18.35% [3] - Li Mu Yang has a cumulative tenure of 4 years and 313 days, managing a total fund size of 29.856 billion CNY, with the best fund return during his tenure being 147.63% and the worst being -34.72% [3]