截至2025年8月6日收盘，通合科技股价报20.54元，较前一交易日下跌0.19元，跌幅0.92%。当日开盘价 为20.67元，最高触及20.97元，最低下探至20.35元，成交量为8.25万手，成交额1.70亿元。 消息面上，公司披露截至2025年7月31日股东总数为2.31万户，较上期增加669户，增幅2.98%。户均持 股数量由上期的6903股降至6703股，户均流通市值13.44万元。 资金方面，8月6日主力资金净流出715.49万元，占流通市值0.22%。近五个交易日主力资金累计净流入 5645.01万元，占流通市值1.77%。 风险提示：市场有风险，投资需谨慎。 通合科技属于电源设备行业，业务涵盖高压快充、换电概念及新能源车相关领域。公司最新总股本为 1.75亿股，流通股本1.55亿股。 ...

Core Viewpoint - The recent "anti-involution" policies are reshaping the renewable energy industry by curbing price wars and promoting technological innovation, leading to a structural transformation in sectors like photovoltaics and energy storage [1][2][3] Group 1: Industry Dynamics - The "anti-involution" policies aim to stabilize market order by addressing low-price competition, with solar glass companies collectively planning a 30% production cut, leading to a recovery in silicon material prices [1][2] - The policies are driving the exit of outdated production capacities, enhancing the scale and technological advantages of leading companies, such as CATL and BYD, which are accelerating their development of advanced technologies like solid-state batteries [2][3] - Companies are encouraged to shift from price competition to technological collaboration, with innovations in photovoltaic and lithium battery technologies gaining traction, thereby enhancing China's technological influence in the global supply chain [2][3] Group 2: Positive Industry Signals - The electricity sector is experiencing steady demand growth, with the China Electricity Council projecting a 5%-6% year-on-year increase in total electricity consumption by 2025, particularly in high-tech manufacturing and digital economy sectors [3][4] - The share of clean energy continues to rise, with non-fossil energy generation capacity expected to exceed 60% by 2025, and the installed capacity of wind and solar surpassing that of thermal power [3][4] - Technological advancements in the renewable energy sector are accelerating, with breakthroughs in photovoltaic efficiency and lithium battery energy density, leading to significant cost reductions and enhanced product performance [4] Group 3: Investment Opportunities - The Carbon Neutrality ETF (560560) is strategically positioned to benefit from the increased industry concentration and technological innovations, providing exposure to upstream, midstream, and downstream segments of the renewable energy supply chain [5] - The ETF serves as an efficient tool to capture the transition from "involution pain" to "high-quality development" in the industry, ensuring performance growth for its constituent stocks [5]

// 热点聚焦 // 1、中共中央政治局就加强人工智能发展和监管进行第二十次集体学习。 中共中央总书记习近平在主持学习时强调，面对新一代人工智能技术快速演 进的新形势，要充分发挥新型举国体制优势，坚持自立自强，突出应用导向，推动我国人工智能朝着有益、安全、公平方向健康有序发展。习近平 强调，人工智能作为新技术新领域，政策支持很重要。要综合运用知识产权、财政税收、政府采购、设施开放等政策，做好科技金融文章。推进人 工智能全学段教育和全社会通识教育，源源不断培养高素质人才。 2、中国央行行长潘功胜在国际货币与金融委员会（IMFC）会议上表示，当前全球经济增长动能偏弱，下行风险突出。近期美国滥施关税，严重侵犯各国 正当权益，严重损害以规则为基础的多边治理体制，严重冲击全球经济秩序，破坏全球经济长期稳定增长；同时也引发全球金融市场剧烈波动，发达经济 体尤为严重。这对全球金融稳定造成威胁，对新兴市场经济体和发展中国家构成严峻挑战。 潘功胜强调，中国愿进一步深化与国际货币基金组织的合 作，支持基金组织在维护全球经济金融稳定方面发挥更大的作用。 3、 国务院新闻办公室将于4月27日（星期日）下午3时举行新闻发布会， 请商务 ...