截至1月27日收盘，TOPCON电池概念上涨2.25%，位居概念板块涨幅第9，板块内，48股上涨，棒杰股 份、金辰股份、赛伍技术等涨停，拉普拉斯、连城数控、中来股份等涨幅居前，分别上涨18.33%、 17.27%、13.25%。跌幅居前的有国晟科技、博威合金、粤桂股份等，分别下跌9.21%、5.53%、4.14%。 | 603396 | 金辰股 | 10.01 | 18.99 | 11291.74 | 9.85 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 002943 | 宇晶股 | 10.00 | 15.14 | 7579.14 | 4.76 | | | 份 | | | | | | 002008 | 大族激 | 4.71 | 4.50 | 7269.60 | 3.22 | | | 光 | | | | | | 688516 | 奥特维 | 9.81 | 9.10 | 6170.1 1 | 2.30 | | 603185 | 弘元绿 能 | 4.42 | 7.68 | 5590.19 | 3.79 | | 002459 | 晶澳科 | 3. ...

马斯克概念股又上新了！最近在达沃斯论坛上，他直言在太空建太阳能AI数据中心是理所当然的事。这话一出，上周 光伏板块以及HJT电池、TOPCON电池等细分赛道便闻风而动，喜迎涨停。 只是在行业的普涨行情里，此前那个涨势最疯狂、一度占据舞台中央的"妖股"国晟科技，却意外的安静。回看去年11月 至今年1月，国晟科技的股价上演了一场令人瞠目的"闯关"表演 这份沉寂，与其不久前的极致疯狂形成了刺眼对比。回看去年的最后两个月，国晟科技的股价上演了一场令人瞠目 的"闯关"表演：自去年11月起，该股如同启动外挂，在短短两个多月内累计涨幅超过四倍，强势跻身光伏板块涨幅榜 首，走势已远非"波动"所能形容。 这种脱离基本面的狂飙，最终引来了监管的重拳。今年1月14日晚，上交所发布通报，认定部分投资者在交易该晟科技 过程中存在影响正常秩序的异常交易行为，并对相关账户采取了暂停交易的监管措施，即市场俗称"拔网线"。监管利 剑落下，这场股价狂欢戛然而止，国晟科技随即迎来连续五个交易日的跌停。 技股价走势 图：国晟科 正当市场以为其疯狂告一段落时，1月22日，更戏剧性的一幕上演：国晟科技在短短13分钟内，从跌停直线拉升至涨 停，完成了一次 ...

截至1月23日收盘，TOPCON电池概念上涨7.39%，位居概念板块涨幅第3，板块内，69股上涨，连城数 控30%涨停，拉普拉斯、捷佳伟创、晶科能源等20%涨停，协鑫集成、太阳能、赛伍技术等涨停，晶盛 机电、帝科股份、天合光能等涨幅居前，分别上涨19.98%、18.94%、16.77%。跌幅居前的有*ST云网、 *ST沐邦、英力股份等，分别下跌2.21%、1.88%、1.51%。 | 300051 | 琏升科 | 20.00 | 24.96 | 6664.70 | 7.05 | | --- | --- | --- | --- | --- | --- | | | 技 | | | | | | 688503 | 聚和材 | 5.47 | 8.41 | 6145.96 | 4.50 | | | 料 | | | | | | | 宇晶股 | | | | | | 002943 | 份 | 10.00 | 1.82 | 4580.89 | 26.07 | | | 航天机 | | | | | | 600151 | 电 | 6.34 | 15.06 | 4489.76 | 1.23 | | | 中利集 | | | | | | 0 ...

国晟科技经历了从题材炒作到业绩预亏再到反转的过程。公司此前因HJT电池、TOPCON电池等光伏概念被炒 作，股价脱离基本面上涨，但受业绩预亏影响出现连续跌停。后在游资暴力撬板、超跌情绪共振及钙钛矿等光 伏概念驱动下，股价从跌停拉升至涨停。 白银有色作为涉及金属铅、金属锌概念的企业，受国际银价上涨带动贵金属板块整体升温影响，叠加公司向黄 金和新能源转型的战略获得市场认可，出现连续涨停表现。公司发布的交易风险提示公告进一步引发市场关 注。 中国长城受益于自身基本面改善与市场热点赛道的双重驱动。公司通过剥离非核心资产获得投资收益，业绩大 幅减亏，聚焦主业策略推动基本面转折。同时作为信创产业核心企业，涉及华为鲲鹏、AI算力、算力芯片、液 冷、数字经济等热门赛道。 昨日A股主要指数多数上涨，创业板指涨1.01%领涨，沪指微涨0.14%，深成指涨0.5%；沪深两市3373股上涨， 1696股下跌；成交额2.69万亿元，较前一日放量约910亿元。资金方面，通信设备主力净流入69.95亿元居首，半 导体净流出135.01亿元最多。题材上，太空算力（6.68%）、氦气概念等领涨，新凯来概念、保险板块领跌。 今日，A股十大人气热 ...

更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 蓝箭航天 IPO 获受理,银价走高 HJT 电池性价比提升 从 2022 年到 2023年,欧洲核心国家中,德国和英国相继退出了电动车补贴政策, 而法国则一直维持其生态补贴政策。2026年的最新变化是德国计划从本月开始 重启总额 30亿欧元的电动车补贴,每辆车大约可获得 4,000 欧元的购置奖励, 并纳入二手车补贴范围,设置 4.5万欧元的上限。这一政策倾向于低收入群体及 性价比车型,如大众 MEB Plus 平台的 ID 2 系列。 法国在 2025年的单车补贴为 争 匆 - 欧洲多国重启电动车购置补贴,如法国 2026年单车最高补贴可达 7,700 . 欧元（含欧盟本土电池奖励），英国通过 ZEV 目标和补贴（最高 3,750 英镑)激励市场,预计 2026年欧洲电动车市场总量或突破500万辆,同 比增长 28%。 法国电动车补贴政策倾向于低收入群体和性价比车型,并纳入二手车补贴 ● 范围,设置价格上限,旨在推动更广泛的电动车普及。 英国通过设定低排放车型(ZEV)渗透率目标,并对未达标制造商处以罚 ● 款,同时提供购车补贴,双管齐下推动电动车市 ...

Core Insights - The TOPCON battery concept sector saw a rise of 1.44%, ranking 9th among concept sectors, with 50 stocks increasing in value, including Zhonglai Co., which hit a 20% limit up [1] - Major gainers in the sector included Yijing Optoelectronics, Zhongli Group, and Xiexin Integration, all reaching their daily limit up, while Haitian Co., Weidao Nano, and Yujing Co. experienced significant declines [1][2] Market Performance - The TOPCON battery concept sector experienced a net outflow of 989 million yuan in main funds, with 32 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflows [2] - The leading stock for net inflow was Xiexin Integration, with a net inflow of 428 million yuan, followed by Zhonglai Co., and Artis, with net inflows of 221 million yuan and 196 million yuan respectively [2][3] Fund Flow Ratios - The highest net inflow ratios were observed in Zhongli Group (43.92%), Xiexin Integration (34.20%), and Zhonglai Co. (27.62%) [3][4] - The TOPCON battery concept fund inflow rankings highlighted significant movements, with Xiexin Integration showing a daily increase of 10.04% and a turnover rate of 7.32% [3][4] Notable Declines - Stocks such as Haitian Co. and Weidao Nano faced notable declines, with Haitian Co. dropping by 10.03% and Weidao Nano by 4.61% [6][7] - The overall market sentiment reflected mixed performance, with some sectors experiencing significant outflows, particularly in the solar energy and related industries [6][7]

Core Viewpoint - The TOPCON battery concept has seen a significant increase of 3.38% as of the market close on September 24, with 70 stocks rising within the sector, indicating strong investor interest and capital inflow in this area [1]. Group 1: Market Performance - The TOPCON battery concept ranks 7th in terms of daily increase among various concept sectors, with notable stocks such as Bluestar Bio, TCL Zhonghuan, and Fuda Alloy hitting the daily limit up [1]. - The leading gainers in the TOPCON battery sector include Weidao Nano (up 15.54%), Haimeixing (up 13.73%), and Juhe Materials (up 10.22%) [1]. - Conversely, the stocks with the largest declines include Fuliwang (down 3.26%), Dazhu Laser (down 2.54%), and Dingjide (down 1.42%) [1]. Group 2: Capital Inflow - The TOPCON battery concept sector experienced a net capital inflow of 1.398 billion yuan, with 43 stocks receiving net inflows from major funds [1]. - The stock with the highest net inflow is Longi Green Energy, which saw a net inflow of 502 million yuan, followed by Lens Technology and TCL Zhonghuan with net inflows of 421 million yuan and 155 million yuan, respectively [1]. - The top three stocks by net inflow ratio include Bluestar Bio (29.66%), Fuda Alloy (18.45%), and Longi Green Energy (16.51%) [2].

Core Insights - The TOPCON battery concept has seen a rise of 1.53%, ranking 7th among concept sectors, with 61 stocks increasing in value, led by Jiejia Weichuang with a 20% limit-up [1][2] - The sector attracted a net inflow of 905 million yuan, with 39 stocks receiving net inflows, and Jiejia Weichuang leading with a net inflow of 578 million yuan [2][3] Market Performance - The TOPCON battery concept sector had a total of 61 stocks rising, with notable increases from Jiejia Weichuang (20%), Aotwei (5.76%), Liansheng Technology (5.74%), and Jepu Te (5.22%) [1] - Conversely, stocks like Lens Technology, Dazhu Laser, and Robotech experienced declines of 1.89%, 1.52%, and 1.40% respectively [1] Fund Flow Analysis - Jiejia Weichuang, Huayang Co., and Laplace led in net inflow ratios, with rates of 18.22%, 14.74%, and 10.89% respectively [3] - The net inflow of funds into the TOPCON battery concept was primarily driven by Jiejia Weichuang, followed by Tongwei Co. (127 million yuan), Longi Green Energy (110 million yuan), and Aiyu Co. (54.08 million yuan) [2][3] Stock Performance Metrics - Jiejia Weichuang had a trading volume turnover rate of 16.84% and a net inflow of 577.53 million yuan [3] - Other notable stocks included Tongwei Co. with a turnover rate of 2.34% and a net inflow of 127.15 million yuan, and Longi Green Energy with a turnover rate of 0.96% and a net inflow of 110.36 million yuan [3]

Group 1 - The core viewpoint of the report indicates that the photovoltaic industry is experiencing steady policy advancement, with rising prices for silicon materials, silicon wafers, and batteries, while the sector remains undervalued [1][2]. Group 2 - The National Energy Administration is promoting the implementation of the "Document 136" to enhance the ability of renewable energy to participate in the market, addressing issues such as irrational competition and power consumption conflicts [2]. - Silicon material prices have continued to rise, with stable long-term transactions and some companies controlling production, leading to price increases [2]. - The average price of polysilicon dense material is 42.0 RMB/kg, up 5.0 RMB/kg; N-type 182 silicon wafers average 1.10 RMB/piece, up 0.10 RMB/piece; PERC battery 182 averages $0.037/W, up $0.003/W [3]. Group 3 - The photovoltaic sector's recent weekly performance shows a 2.61% increase, outperforming the CSI 300 index by 0.70 percentage points, while the year-to-date performance is a 3.32% increase, underperforming the CSI 300 index by 4.57 percentage points [4]. - As of July 25, 2025, the TTM overall valuation of the photovoltaic sector is 20.23 times, ranking in the lower middle compared to other sectors [4]. - The valuation trend indicates a continuous decline from the end of 2021 to the end of 2023, with a gradual increase starting in early 2024 [4].

Core Viewpoint - The TOPCON battery concept has shown a significant increase in stock prices, with a 3.52% rise, ranking sixth among concept sectors, indicating strong market interest and investment potential in this area [1]. Group 1: Market Performance - As of July 8, the TOPCON battery concept saw 69 stocks rise, with notable performers including Yijing Optoelectronics, Hongyuan Green Energy, and Junda Co., which hit the daily limit up [1]. - The leading gainers in the sector included Shijin Technology, Laplace, and Trina Solar, with increases of 11.10%, 9.12%, and 8.10% respectively [1]. - Conversely, the top decliners were Linyang Energy, *ST Mubang, and Haitan Co., with decreases of 1.61%, 0.91%, and 0.58% respectively [1]. Group 2: Capital Flow - The TOPCON battery concept attracted a net inflow of 2.411 billion yuan from major funds, with 48 stocks receiving net inflows, and five stocks exceeding 100 million yuan in net inflow [1]. - Tongwei Co. led the net inflow with 636 million yuan, followed by Longi Green Energy, Junda Co., and Yijing Optoelectronics, which received net inflows of 517 million yuan, 200 million yuan, and 162 million yuan respectively [1]. - The top three stocks by net inflow ratio were Yijing Optoelectronics, Tongwei Co., and Junda Co., with ratios of 24.31%, 22.69%, and 21.00% respectively [2].