（文章来源：证券日报） 证券日报网讯 2月9日，弘元绿能在互动平台回答投资者提问时表示，公司目前的产品包括光伏行业内 的高端装备、工业硅、多晶硅、硅片、电池片、组件等。公司将顺应行业发展需求，积极探索相关新技 术、新产品，以保持公司的长期核心竞争力。 ...

证券代码：603185 证券简称：弘元绿能 公告编号：2026-004 弘元绿色能源股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 统一社会信用代码：9132020074311173XT； 名称：弘元绿色能源股份有限公司； 类型：股份有限公司（上市）； 住所：无锡市滨湖区雪浪街道南湖中路 158 号； 法定代表人：杨建良； 注册资本：68307.6802 万元整； 成立日期：2002 年 09 月 28 日； 经营范围：数控机床、通用机床、自动化控制设备、检测设备、金属结构件、 机床零部件及配件的制造、加工、销售；五金加工；数控软件的开发；自营和代 理各类商品及技术的进出口业务(国家限定企业经营或禁止进出口的商品和技术 除外)。(依法须经批准的项目，经相关部门批准后方可开展经营活动) 一般项目；电子专用材料研发；电子专用材料制造；电子专用材料销售；半 导体器件专用设备制造；半导体器件专用设备销售；非金属矿物制品制造；非金 属矿及制品销售；光伏设备及元器件销售（除依法 ...

智通财经APP获悉，2月5日，硅业分会发文称，据安泰科统计，本周硅片价格承压下行。其中，N型 G10L单晶硅片(182*183.75mm/130μm)成交均价在1.20元/片，环比上周下跌4.76%；N型G12R单晶硅片 (182*210mm/130μm)成交均价在1.26元/片，环比上周下跌4.55%；N型G12单晶硅片(210*210 mm/130μm) 成交均价在1.45元/片，环比上周下跌4.61%。据调研了解，本周下游电池片、组件价格暂无明显变化， 较上周持平，其中电池片主流价格0.41-0.45元/W，组件主流价格0.71-0.75元/W。 受下游需求疲弱影响，本周硅片市场成交清淡，价格承压下行。具体而言，终端装机需求持续疲软，加 之银价攀升致使下游电池企业面临高成本压力，行业悲观情绪弥漫，减产幅度显著，导致硅片采购需求 明显萎缩。同时，部分硅片企业为加速资金回笼，采取降价促销策略。在上述因素共同作用下，硅片价 格延续弱势运行态势。根据调研数据，本周行业整体开工率小幅下调，其中两家一线企业开工率分别为 50%和46%，一体化企业开工率维持在50%–68%，其余企业开工率介于50%–70%之间。 短 ...

证券代码：603185 证券简称：弘元绿能 公告编号：2026-003 弘元绿色能源股份有限公司 关于使用闲置募集资金进行现金管理的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ● 已履行的审议程序：弘元绿色能源股份有限公司（以下简称"公司"） 于 2025 年 5 月 20 日召开 2024 年年度股东大会，审议并通过了《关于使用闲置 募集资金进行现金管理的议案》，同意公司在不影响公司募投项目建设和正常经 营业务的前提下，使用总额不超过人民币 38,000 万元（含）的闲置募集资金进 行现金管理，适当购买安全性高、流动性好、有保本约定的理财产品或存款类产 品，投资产品的期限不超过 12 个月，在上述额度内，资金可循环滚动使用。公 司监事会、保荐机构均发表了同意意见。 ● 特别风险提示：公司本次使用暂时闲置的募集资金进行现金管理，投资 的产品为安全性高、流动性好、有保本约定的理财产品，但金融市场可能受宏观 经济的影响，不排除本次现金管理受到市场波动影响预期收益。 一、前次使用部分闲置募集资金进 ...

Group 1 - Company Sunlight Power (300274) is a leading domestic enterprise in photovoltaic inverters, covering the entire industry chain including energy storage systems and photovoltaic power station development [1][43] - The company has strong technical capabilities in power electronics and system integration, with products suitable for various applications including residential, commercial, and large-scale ground power stations [1][43] - In the space photovoltaic and computing power sector, Sunlight Power's technology can be adapted for space applications, providing stable power support for space computing centers [1][43][44] Group 2 - Longi Green Energy (601012) is a leading domestic photovoltaic company focusing on the research and production of monocrystalline silicon rods and wafers, with a complete vertical integration in the industry chain [2][45] - The company excels in new generation high-efficiency battery technologies such as N-type TOPCon and HJT, with significant cost control and technical advantages [2][45] - Longi's ultra-thin silicon wafer technology meets the stringent requirements for space photovoltaic components, enabling reduced weight and improved energy efficiency for space computing centers [2][45] Group 3 - Tongwei Co., Ltd. (600438) is a dual leader in photovoltaic silicon materials and battery production, with a strong focus on high-purity crystalline silicon and photovoltaic battery manufacturing [3][46] - The company has a high market share in high-purity silicon production and is well-positioned to meet the rigorous standards required for space photovoltaic components [3][46] - Tongwei's efficient battery technology can enhance power generation in space photovoltaic applications, positioning the company as a key supplier in the space photovoltaic supply chain [3][46] Group 4 - Deye Technology (605117) is a quality enterprise with core businesses in dehumidification equipment and photovoltaic energy storage systems, excelling in household and commercial energy storage solutions [4][43] - The company's energy storage technology is crucial for providing stable energy supply in space photovoltaic applications, addressing intermittent power generation issues [4][43][44] - Deye's experience in developing equipment for extreme environments positions it well to adapt products for space applications [4][43] Group 5 - Jingcheng Machinery (300316) is a leading domestic enterprise in photovoltaic crystal growth equipment, focusing on high-end equipment for photovoltaic manufacturing [5][6] - The company's technology supports the production of high-purity silicon crystals and ultra-thin silicon wafers, essential for space photovoltaic components [5][6] - As the space photovoltaic industry matures, Jingcheng is expected to provide core manufacturing equipment for the space photovoltaic supply chain [5][6] Group 6 - Maiwei Co., Ltd. (300751) is a leading enterprise in photovoltaic battery equipment, specializing in HJT and perovskite tandem battery technologies [7][41] - The company's equipment is crucial for the mass production of high-efficiency batteries that meet the stringent requirements of space photovoltaic applications [7][41] - Maiwei's technology can support the development of space-specific battery manufacturing equipment, enhancing energy system efficiency for space computing centers [7][41] Group 7 - Foster (603806) is a global leader in photovoltaic packaging materials, focusing on EVA and POE films, with a strong market presence [8][43] - The company's packaging materials are essential for ensuring the durability and performance of photovoltaic components in extreme space environments [8][43] - Foster aims to develop specialized packaging materials for space applications, enhancing the reliability of space photovoltaic systems [8][43] Group 8 - JinkoSolar (002459) is a global leader in photovoltaic modules, with a comprehensive business model covering silicon wafers, battery cells, and modules [10][43] - The company has a strong technical foundation and global production capabilities, allowing it to meet diverse application needs [10][43] - JinkoSolar's module manufacturing technology is well-suited for space applications, with the potential to become a core supplier for space photovoltaic systems [10][43] Group 9 - TCL Zhonghuan (002129) is a core enterprise in the silicon wafer sector, focusing on monocrystalline silicon materials and semiconductor materials [12][43] - The company's high-purity silicon technology is critical for space photovoltaic components, meeting the stringent requirements for purity and performance [12][43] - TCL Zhonghuan is positioned to develop space-specific silicon products, enhancing its role in the space photovoltaic supply chain [12][43] Group 10 - Aerospace Electromechanical (600151) is a leading enterprise in the integration of aerospace and photovoltaic technologies, covering the entire industry chain from component manufacturing to power station operation [19][43] - The company's aerospace power technology can be directly applied to space photovoltaic systems, providing essential energy management solutions [19][43] - With its experience in satellite systems, Aerospace Electromechanical is well-positioned to participate in the development of space computing centers [19][43]

中金指出，商业航天蓬勃发展背景下，太空光伏作为其电源系统升级的核心方向，在星座批量组网的牵 引下正迈向技术路线升级与产业化交付的新阶段。随着我国低轨星座进入密集部署期、单星功率持续上 行叠加太空算力等新应用场景推进探索，建议把握太空光伏带来的全产业链变革，持续关注制造产业端 落地密集催化。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 603806 | 福斯特 | | 10.00 | 488亿 | 33.95 | | 002865 | 钧达股份 | 1 | 7.25 | 334亿 | 96.78 | | 002459 | 晶澳科技 | -赛 | 6.14 | 395亿 | 4.10 | | 688599 | 天合光能 | 1 | 5.58 | 465亿 | 20.06 | | 601865 | 福莱特 | 来 | 5.56 | 391亿 | 6.57 | | 002623 | 亚玛顿 | | 5.44 | 50.52亿 | 40.22 | | 600732 | 爱旭股份 | | 5.39 | 298亿 ...

2月2日，弘元绿能跌3.42%，成交额5.16亿元。两融数据显示，当日弘元绿能获融资买入额3753.59万 元，融资偿还3009.30万元，融资净买入744.29万元。截至2月2日，弘元绿能融资融券余额合计8.10亿 元。 融资方面，弘元绿能当日融资买入3753.59万元。当前融资余额8.10亿元，占流通市值的4.44%，融资余 额超过近一年80%分位水平，处于高位。 责任编辑：小浪快报 截至9月30日，弘元绿能股东户数5.53万，较上期减少4.89%；人均流通股12287股，较上期增加5.14%。 2025年1月-9月，弘元绿能实现营业收入56.85亿元，同比增长6.54%；归母净利润2.35亿元，同比增长 114.44%。 分红方面，弘元绿能A股上市后累计派现21.25亿元。近三年，累计派现13.38亿元。 机构持仓方面，截止2025年9月30日，弘元绿能十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股581.21万股，相比上期减少167.53万股。平安研究睿选混合A（009661）位居第九大流通 股东，持股478.85万股，为新进股东。光伏ETF（515790）位居第十大流通股东，持股46 ...

Core Viewpoint - The report highlights significant target price increases for several listed companies from January 26 to February 1, with notable mentions including Baili Tianheng, Zexing Pharmaceutical, and Great Wall Motors, indicating strong bullish sentiment in the market for these stocks [1][2]. Target Price Increases - Baili Tianheng (688506) has a target price increase of 375.97%, with a highest target price set at 1322.00 yuan [2]. - Zexing Pharmaceutical (688266) shows a target price increase of 88.56%, with a highest target price of 166.16 yuan [2]. - Great Wall Motors (601633) has a target price increase of 83.66%, with a highest target price of 38.00 yuan [2]. - Other companies with notable target price increases include Industrial Fulian (601138) at 73.31% and CATL (300750) at 71.71% [2][3]. Broker Recommendations - A total of 265 listed companies received broker recommendations during the period, with Qingdao Bank receiving the highest number of recommendations at 8 [3][4]. - Other companies with multiple recommendations include Xian Dao Intelligent and Wancheng Group, each receiving 5 recommendations [3][4]. Rating Adjustments - Eight companies had their ratings upgraded, including Shanghai Jahwa (600315) from "Hold" to "Buy" and ZTE Corporation (000063) from "Cautious Buy" to "Buy" [5][6]. - Two companies had their ratings downgraded, including Jincheng Shares (603396) from "Buy" to "Hold" and Huasheng Group (603018) from "Buy" to "Hold" [6]. First-Time Coverage - During the same period, 75 instances of first-time coverage were reported, with notable ratings including Shaanxi Tourism (603402) receiving a "Outperform Industry" rating and Bichu Electronics (688188) receiving a "Buy" rating [7].

1月30日，弘元绿能跌5.12%，截至发稿，报26.86元/股，成交2.65亿元，换手率1.42%，总市值183.47亿 元。 资料显示，弘元绿色能源股份有限公司位于江苏省无锡市滨湖区雪浪街道南湖中路158号，成立日期 2002年9月28日，上市日期2018年12月28日，公司主营业务涉及从事精密机床与单晶硅材料的研发、生 产和销售。主营业务收入构成为：光伏晶硅产业链业务94.43%，其他(补充)3.64%，装备及其他业务 1.93%。 从弘元绿能十大流通股东角度 光伏ETF（515790）基金经理为李茜、李沐阳。 截至发稿，李茜累计任职时间6年89天，现任基金资产总规模526.72亿元，任职期间最佳基金回报 111.56%， 任职期间最差基金回报-18.35%。 李沐阳累计任职时间5年26天，现任基金资产总规模288.71亿元，任职期间最佳基金回报193.73%， 任 职期间最差基金回报-32.03%。 从基金十大重仓股角度 数据显示，华泰柏瑞基金旗下1只基金位居弘元绿能十大流通股东。光伏ETF（515790）三季度减持 8.92万股，持有股数463.63万股，占流通股的比例为0.68%。根据测算，今日浮亏 ...

Group 1 - On January 27, the target price increases for listed companies were led by Changyuan Donggu, Hongyuan Green Energy, and Haotaitai, with target price increases of 50.61%, 42.37%, and 30.60% respectively, belonging to the automotive parts, photovoltaic equipment, and home goods industries [1][2] - A total of 29 listed companies received broker recommendations on January 27, with Tonghua Dongbao, Zhibang Home, and Yanjing Beer each receiving one recommendation [2] Group 2 - On January 27, one company had its rating upgraded, with Xinda Securities raising Xueda Education's rating from "Hold" to "Buy" [3][4] Group 3 - Five companies received initial coverage on January 27, including Taihe New Materials with an "Overweight" rating from Dongbei Securities, Keli Ke with an "Outperform" rating from Guoxin Securities, Tianyi Medical with a "Buy" rating from Xinda Securities, Xinhenghui with an "Overweight" rating from Zhongyou Securities, and Tuojing Technology with a "Buy" rating from Donghai Securities [5][6]