经济观察网2026年1月30日，拓日新能（002218）发布2025年度业绩预告，预计2025年净利润亏损2.18 亿元至1.38亿元。扣除非经常性损益后的净利润亏损2.1亿元至1.3亿元。 ...

（文章来源：每日经济新闻） 每经AI快讯，拓日新能(002218)1月30日发布2025年业绩预告，预计2025年归母净利润亏损1.38亿元 ~2.18亿元，上年同期净利润1078.78万元。报告期内，公司光伏玻璃和组件业务全年盈利能力较上年同 期均有所下滑；叠加公司光伏发电业务受市场化交易政策和限电因素的影响，公司光伏发电业务全年营 业收入和毛利率较上年同期也有所下降。 ...

证券代码：002218 证券简称：拓日新能 公告编号：2026-007 深圳市拓日新能源科技股份有限公司 2025 年度业绩预告 深圳市拓日新能源科技股份有限公司（以下简称"公司"）已就本次业绩预告与 为公司提供审计服务的会计师事务所进行了初步沟通，公司与会计师事务所在业绩预 告相关财务数据方面不存在分歧。本次业绩预告相关财务数据未经会计师事务所预审 计。 三、业绩变动原因说明 2025 年，光伏行业仍面临阶段性供需失衡，产业链各环节主要产品价格仍处在低 位徘徊，报告期内，公司光伏玻璃和组件业务全年盈利能力较上年同期均有所下滑； 叠加公司光伏发电业务受市场化交易政策和限电因素的影响，公司光伏发电业务全年 营业收入和毛利率较上年同期也有所下降。同时，基于谨慎性原则，公司根据相关会 计政策规定对相关资产计提减值准备，也对本报告期业绩产生一定影响。 尽管光伏行业面临周期性挑战，但是公司财务状况稳健，长期以来资产负债率保 持在行业较低的水平，资金储备充裕，具有良好的抗风险能力；未来公司将继续坚持 技术创新，强化降本增效，做好风险管控，有效应对市场周期性波动。 四、其他相关说明 本公司及董事会全体成员保证公告内容的真实 ...

Core Viewpoint - The emergence of "space photovoltaics" is reshaping the value proposition for Chinese solar companies, positioning them as essential players in Elon Musk's space energy vision [1][4]. Group 1: Market Dynamics - The recent surge in the A-share market for solar stocks is driven by Musk's announcement at the Davos Forum about SpaceX and Tesla's plan to establish a solar production base with an annual capacity of 200GW, which is projected to meet nearly a quarter of the U.S. electricity demand [1][3]. - The excitement in the capital market is not merely speculative; it reflects a structural shift in the global energy landscape, with China having a significant role due to its established solar manufacturing capabilities [4][6]. Group 2: Industry Challenges and Opportunities - The solar industry has faced significant challenges over the past two years, including overcapacity and price wars, leading to widespread losses among companies, with projected losses totaling around 400 billion yuan [7]. - Musk's focus on space photovoltaics offers a new growth narrative for the industry, potentially alleviating some of the pressures from the current overcapacity situation [7][8]. Group 3: Technological Advancements - The global space photovoltaic market is expected to reach between $500 billion and $1 trillion by 2030, driven by the removal of traditional constraints faced by ground-based solar [3]. - The technology roadmap for space photovoltaics is anticipated to evolve through three phases, starting with GaAs cells for high-value applications, followed by HJT technology for low Earth orbit satellites, and eventually transitioning to perovskite tandem cells for large-scale deployments [9][10]. Group 4: Chinese Supply Chain Advantage - Chinese companies dominate over 70% of the global solar manufacturing supply chain, making them indispensable for any large-scale space photovoltaic initiatives, regardless of where the production is localized [5][11]. - The integration of space photovoltaics into China's existing energy infrastructure and policy frameworks positions the country favorably for future developments in this sector [5][12]. Group 5: Competitive Landscape - Various companies are exploring different technological pathways in the space photovoltaic sector, with some focusing on efficiency breakthroughs and others leveraging existing aerospace supply chain experience [11][12]. - The competition in space photovoltaics will involve not only technological advancements but also the ability to meet stringent aerospace certification requirements, which can create significant barriers to entry for new players [11][12].

Group 1 - The core viewpoint of the articles highlights the speculative nature of the recent surge in the stock price of Tuojin New Energy, driven by Elon Musk's mention of "space data centers" at Davos, leading to significant trading activity and volatility [1][2] - Tuojin New Energy is a comprehensive player in the photovoltaic industry with vertical advantages, which has allowed it to withstand industry challenges better than others, supported by its historical experience supplying silicon batteries for satellites [1] - Despite the hype around its "space business," the company has not secured new satellite orders recently, and its financial performance has been poor, with a projected net profit of only over 30 million yuan for 2023 and 2024 combined, and a revenue drop of 27.23% year-on-year in the first three quarters of 2025 [1][2] Group 2 - The company has plans for a perovskite battery production line, which is set to trial this year; however, trial production does not guarantee mass production or profitability, indicating a long road ahead for the company to realize any significant contributions from this line [2] - The current stock price increase appears to be driven more by speculative capital rather than solid performance metrics, with investors more focused on the narrative rather than the company's actual financial health [2]

Market Overview - On January 27, the Shanghai Composite Index rose by 0.18%, the Shenzhen Component Index increased by 0.09%, and the ChiNext Index gained 0.71%. The total market turnover was 2.92 trillion yuan, a decrease of 359.2 billion yuan compared to the previous trading day, with over 3,400 stocks declining [1] - Key sectors that performed well included precious metals, cultivated diamonds, photovoltaic equipment, insurance, and CPO [1] Individual Stocks Performance - In the precious metals sector, silver stocks saw significant gains with multiple stocks hitting consecutive trading limits, including Baiyin Youse with six consecutive limits, Sichuan Gold with five limits in nine days, and Zhao Jin Gold with four limits in seven days [3] - The top three net buying stocks on the Dragon and Tiger list were Pingtan Development, Dongxin Co., and Huatiankeji, with net purchases of 9.31 billion yuan, 7.82 billion yuan, and 6.14 billion yuan respectively [4] - The top three net selling stocks were China Uranium Industry, Dongfang Risen, and Hongbaoli, with net sales of 4.38 billion yuan, 3.94 billion yuan, and 2.52 billion yuan respectively [5] Company Highlights - **Pingtan Development**: The company is located in the Pingtan Comprehensive Experimental Zone, which has been elevated to a national strategic development platform. It has established a "forest board integration" industrial chain with an annual production capacity exceeding 500,000 cubic meters [6] - **Dongxin Co.**: The company expects a revenue of approximately 921 million yuan in 2025, a year-on-year increase of 43.75%. The storage segment has become profitable due to the recovery of prices for AI-driven small-capacity storage chips [7] - **Huatiankeji**: The company is in the process of acquiring 100% of Huayi Microelectronics, which is a leading power device company in Shaanxi Province. The acquisition aims to expand its power device packaging and testing business [9] - **Hongjing Technology**: The company plans to raise 1.29 billion yuan for the construction and operation of an intelligent computing cluster project, which will add approximately 3,000P of computing power [10] Trading Dynamics - **Hongjing Technology**: Closed at 98.1 yuan with a 20% increase, showing a significant trading volume of 27.87 billion yuan and a net institutional purchase of 2.31 billion yuan [11] - **Xiaocheng Technology**: Closed at 58.83 yuan with an 11.21% increase, with a trading volume of 44.63 billion yuan and a net institutional purchase of 1.42 billion yuan [11] - **Zhaojin Gold**: Closed at 23.57 yuan with a 9.99% increase, with a trading volume of 30.25 billion yuan and a net institutional purchase of 1.23 billion yuan [11] Institutional Activity - The Dragon and Tiger list showed that Dongxin Co. had the highest net buying amount among stocks involved with the Shanghai Stock Connect, totaling 4.62 billion yuan [15] - For the Shenzhen Stock Connect, Sidik had the highest net buying amount at 1.76 billion yuan [16] - Various trading strategies were observed, with significant net buying in stocks like Huatiankeji and Pingtan Development by different trading groups [17]

Core Viewpoint - The market showed signs of recovery with a total of 53 stocks hitting the daily limit up, while 18 stocks faced limit down, indicating a mixed sentiment among investors [1] Market Performance - The three major indices collectively turned positive, with the ChiNext Index rising over 1% at one point. The Shanghai Composite Index increased by 0.18%, and the Shenzhen Component Index rose by 0.09% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.89 trillion yuan, a decrease of 353.2 billion yuan compared to the previous trading day [1] Sector Analysis - The semiconductor, precious metals, computing hardware, and photovoltaic sectors led the gains, while coal, lithium batteries, agriculture, and biopharmaceuticals faced declines [1] - The semiconductor industry received a boost from Micron Technology's announcement of a $24 billion investment in a new flash memory factory in Singapore, which positively impacted related stocks [5] Stock Performance - Silver and precious metals stocks showed strong performance, with Silver Nonferrous achieving a six-day limit up streak, and other stocks like China Gold and Sichuan Gold also performing well [1][8] - The market's focus shifted towards stocks with performance certainty, as weaker stocks continued to struggle, leading to a rotation of funds towards sectors with more stable growth [3] Hotspot Analysis - The AI application sector saw a recovery with companies like Tiandi Online and Sanwei Communication experiencing significant rebounds [6] - The commercial aerospace concept began to recover, although the overall structure of the sector appeared chaotic, limiting the potential for sustained capital inflow [7] Future Outlook - The market is expected to continue its recovery trend, with a significant reduction in the number of stocks hitting the limit down, indicating a potential end to the recent downward adjustments [10] - The KDJ indicator for the Shanghai Composite Index has turned upward, suggesting a possible bullish trend if the MACD indicator follows suit [10]

证券之星消息，1月27日电力板块较上一交易日下跌0.93%，天富能源领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。电力板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600475 | 华光环能 | 21.48 | 9.98% | 30.99万 | 6.28亿 | | 002218 | 拓日新能 | 6.61 | 9.98% | 269.09万 | 17.43亿 | | 619109 | 嘉泽新能 | 5.92 | 4.96% | 233.28万 | 13.10亿 | | 001210 | 金房能源 | 23.27 | 4.02% | 5.31万 | 1.22亿 | | 000591 | 太阳能 | 5.73 | 2.50% | 309.32万 | 17.24亿 | | 601908 | 京运通 | 4.14 | 2.48% | 148.38万 | 5.93亿 | | 002480 | 新筑股份 | 6.45 | 2. ...

Core Viewpoint - The commercial aerospace sector experienced significant gains on January 27, with multiple companies reaching their daily price limits and notable percentage increases in stock prices [1]. Group 1: Stock Performance - Companies such as 盛路通信 and 航发控制 hit the daily limit, while 电科芯片 and 拓日新能 previously reached their limits [1]. - 欧科亿 saw a price increase of 15.62%, with a total market value of 79.68 billion and a current price of 50.17 [2]. - 一角防分 increased by 12.96%, with a total amount of 28.71 million and a market value of 218.517 billion [2]. - 航宇微 rose by 10.03%, with a total amount of 27.14 million and a market value of 169.7 billion [2]. - 电科芯片 increased by 9.99%, with a total amount of 12.02 million and a market value of 293.47 billion [2]. - 拓日新能 and 航发控制 both increased by 9.98%, with market values of 93.40 billion and 346.3 billion respectively [2]. - 盛路通信 rose by 9.97%, with a total amount of 15.07 million and a market value of 114.1 billion [2]. Group 2: Additional Notable Performances - 四合材料 experienced a significant increase of 48.13%, with a total amount of 47.30 million and a market value of 229.91 billion [2]. - 再升科技 increased by 7.95%, with a total amount of 19.31 million and a market value of 124.117 billion [2]. - 中超控股 rose by 7.66%, with a total amount of 34.13 million and a market value of 117.3 billion [2]. - 鹏鼎控股 increased by 7.57%, with a total amount of 22.88 million and a market value of 1423 billion [2]. - 联建光电 and 航材股份 both saw increases of 7.51%, with market values of 47.947 billion and 333.8 billion respectively [2].

Core Viewpoint - The commercial aerospace sector experienced a significant rally on January 27, with multiple companies reaching their daily price limits and notable increases in stock prices [1]. Group 1: Stock Performance - Oke Yi (688308) saw a price increase of 15.62%, with a total transaction amount of 6.72 billion and a market capitalization of 79.68 billion, closing at 50.17 [2]. - Triangle Defense (300775) rose by 12.96%, with a total transaction amount of 28.71 billion and a market capitalization of 218.5 billion, closing at 39.93 [2]. - Hangyu Micro (300023) increased by 10.03%, with a total transaction amount of 27.14 billion and a market capitalization of 169.7 billion, closing at 24.29 [2]. - Electric Science Chip (600877) experienced a 9.99% rise, with a total transaction amount of 12.02 billion and a market capitalization of 293.47 billion, closing at 24.78 [2]. - Tuo Ri New Energy (002218) increased by 9.98%, with a total transaction amount of 17.25 billion and a market capitalization of 93.40 billion, closing at 6.61 [2]. - Hangfa Control (000738) also rose by 9.98%, with a total transaction amount of 16.741 billion and a market capitalization of 346.3 billion, closing at 26.33 [2]. - Shenglu Communication (002446) saw a 9.97% increase, with a total transaction amount of 15.07 billion and a market capitalization of 114.1 billion, closing at 12.46 [2].