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东方电热股价涨5.15%,国寿安保基金旗下1只基金位居十大流通股东,持有1190万股浮盈赚取357万元
Xin Lang Cai Jing· 2026-02-06 05:36
截至发稿,张琦累计任职时间15年218天,现任基金资产总规模29.51亿元,任职期间最佳基金回报 287.54%, 任职期间最差基金回报-19.09%。 2月6日,东方电热涨5.15%,截至发稿,报6.12元/股,成交5.83亿元,换手率7.95%,总市值90.45亿 元。 资料显示,镇江东方电热科技股份有限公司位于江苏省镇江新区大港五峰山路18号,成立日期2000年2 月2日,上市日期2011年5月18日,公司主营业务涉及工业和民用高性能电加热器及其控制系统的研发、 制造和销售。主营业务收入构成为:家用电器元器件40.94%,新能源装备制造27.98%,新能源汽车元 器件17.40%,光通信行业9.84%,锂电池材料3.29%,其他(补充)0.56%。 从东方电热十大流通股东角度 数据显示,国寿安保基金旗下1只基金位居东方电热十大流通股东。国寿安保智慧生活股票A (001672)三季度持有股数1190万股,持股数量与上期相比不变,占流通股的比例为0.97%。根据测 算,今日浮盈赚取约357万元。 国寿安保智慧生活股票A(001672)成立日期2015年9月1日,最新规模21.21亿。今年以来收益 11.77 ...
东方电热股价涨5.08%,国寿安保基金旗下1只基金位居十大流通股东,持有1190万股浮盈赚取345.1万元
Xin Lang Cai Jing· 2026-02-04 02:41
2月4日,东方电热涨5.08%,截至发稿,报6.00元/股,成交4.64亿元,换手率6.41%,总市值88.68亿 元。 资料显示,镇江东方电热科技股份有限公司位于江苏省镇江新区大港五峰山路18号,成立日期2000年2 月2日,上市日期2011年5月18日,公司主营业务涉及工业和民用高性能电加热器及其控制系统的研发、 制造和销售。主营业务收入构成为:家用电器元器件40.94%,新能源装备制造27.98%,新能源汽车元 器件17.40%,光通信行业9.84%,锂电池材料3.29%,其他(补充)0.56%。 从东方电热十大流通股东角度 数据显示,国寿安保基金旗下1只基金位居东方电热十大流通股东。国寿安保智慧生活股票A (001672)三季度持有股数1190万股,持股数量与上期相比不变,占流通股的比例为0.97%。根据测 算,今日浮盈赚取约345.1万元。 国寿安保智慧生活股票A(001672)成立日期2015年9月1日,最新规模21.21亿。今年以来收益 14.15%,同类排名342/5562;近一年收益58.5%,同类排名799/4285;成立以来收益282.55%。 声明:市场有风险,投资需谨慎。 本文基于第 ...
航天+AI跨界整合引爆赛道,SpaceX合并xAI打开太空光伏增量,中国企业凭硬核实力扩份额,出海提速筑牢2026增长根基
Xin Lang Cai Jing· 2026-02-03 12:52
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]
家电零部件板块2月3日涨2.68%,星帅尔领涨,主力资金净流入8.7亿元
证券之星消息,2月3日家电零部件板块较上一交易日上涨2.68%,星帅尔领涨。当日上证指数报收于 4067.74,上涨1.29%。深证成指报收于14127.1,上涨2.19%。家电零部件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) | | --- | --- | --- | --- | --- | --- | | 002860 | 星帅尔 | 14.67 | 5.62% | 24.27万 | 3.52亿 | | 600619 | 海立股份 | 18.75 | 3.48% | 18.44万 | 3.42亿 | | 300342 | 天银机电 | 56.15 | 3.41% | 92.45万 | 51.28亿 | | 002290 | 禾盛新材 | 58.79 | 3.14% | 5.77万 | 3.35亿 | | 002050 | 三花智控 | 52.33 | 3.13% | 162.76万 | 84.00亿 | | 300217 | 东方电热 | 5.71 | 3.07% | 77.29万 | 4.37亿 | | 301252 | 同星科技 | 30.95 ...
东方电热1月30日获融资买入2492.91万元,融资余额5.09亿元
Xin Lang Cai Jing· 2026-02-02 01:28
1月30日,东方电热跌0.93%,成交额2.18亿元。两融数据显示,当日东方电热获融资买入额2492.91万 元,融资偿还3494.99万元,融资净买入-1002.08万元。截至1月30日,东方电热融资融券余额合计5.10 亿元。 分红方面,东方电热A股上市后累计派现4.17亿元。近三年,累计派现1.78亿元。 机构持仓方面,截止2025年9月30日,东方电热十大流通股东中,香港中央结算有限公司位居第五大流 通股东,持股1533.55万股,相比上期增加747.54万股。国寿安保智慧生活股票A(001672)位居第六大 流通股东,持股1190.00万股,持股数量较上期不变。 声明:市场有风险,投资需谨慎。本文基于第三方数据库自动发布,不代表新浪财经观点,任何在本文 出现的信息均只作为参考,不构成个人投资建议。如有出入请以实际公告为准。如有疑问,请联系 biz@staff.sina.com.cn。 责任编辑:小浪快报 融资方面,东方电热当日融资买入2492.91万元。当前融资余额5.09亿元,占流通市值的6.48%,融资余 额超过近一年70%分位水平,处于较高位。 融券方面,东方电热1月30日融券偿还0.00股, ...
东方电热:2025年全年净利润同比预减45.03%—56.02%
南财智讯1月30日电,东方电热发布年度业绩预告,预计2025年全年归属于上市公司股东的净利润为 13975万元—17468万元,同比预减45.03%—56.02%;预计2025年全年归属于上市公司股东的扣除非经 常性损益的净利润为10072万元—13565万元,同比预减52.88%—65.01%。业绩变动原因说明:一是受 国内多晶硅行业投资谨慎影响,公司新能源装备业务订单萎缩。公司密切关注海外知名企业光伏全产业 链布局,同步加快开发固态、半固态设备,其中硅碳负极设备已交付,但尚未在2025年度贡献利润;二 是公司从谨慎角度出发,对多晶硅行业部分客户计提了大额单项坏账准备;2025年度公司非经常性损益 对公司净利润的影响金额约为3903万元。 ...
东方电热:预计2025年净利润同比下降45.03%-56.02%
Xin Lang Cai Jing· 2026-01-30 08:48
东方电热公告,预计2025年度净利润为1.4亿元-1.75亿元,同比下降45.03%-56.02%。报告期内,公司业 绩同比下降的主要原因:一是受国内多晶硅行业投资谨慎影响,公司新能源装备业务订单萎缩。公司密 切关注海外知名企业光伏全产业链布局,同步加快开发固态、半固态设备,其中硅碳负极设备已交付, 但尚未在2025年度贡献利润。二是公司从谨慎角度出发,对多晶硅行业部分客户计提了大额单项坏账准 备。 ...
东方电热(300217) - 2025 Q4 - 年度业绩预告
2026-01-30 08:38
证券代码:300217 证券简称:东方电热 公告编号:2026-002 镇江东方电热科技股份有限公司 镇江东方电热科技股份有限公司 2025 年度业绩预告 本公司及董事会全体成员保证公告内容真实、准确、完整,没有虚假记载、误 导性陈述或重大遗漏。 二、业绩预告审计情况 本期业绩预告的相关财务数据未经注册会计师审计。公司已就本期业绩预告有 关事项与年报审计会计师事务所进行了预沟通,会计师事务所在业绩预告方面与公 司不存在分歧。 一、本期业绩预计情况 三、业绩变动原因说明 (一)业绩预告期间 1.报告期内,公司业绩同比下降的主要原因: 2025 年 01 月 01 日至 2025 年 12 月 31 日 (二)业绩预告情况 ð 扭亏为盈 ð 同向上升 ■同向下降 | 项目 | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | 盈利:13,975 | 万元-17,468 | 万元 | 盈利:31,775.49 万元 | | | 比上年同期下降:56.02%-45.03% | | | | | 扣除非经常性损益 | 盈利:10,07 ...
东方电热:暂未与魔法原子机器人研发团队送样合作
Xin Lang Cai Jing· 2026-01-27 08:45
Group 1 - The company has not established a collaboration with the Xiaomi-backed research team for the development of magic atomic robots or other temperature control technologies [1]
东方电热:1月27日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2026-01-27 08:26
Group 1 - The company Dongfang Electric Heating announced that its 11th meeting of the 6th board of directors was held on January 27, 2026, combining in-person and communication methods [1] - The meeting reviewed the proposal regarding applying for a comprehensive credit limit from relevant banks [1] Group 2 - International gold prices have surpassed $5,000, marking a 280% increase over the past seven years [1] - Experts suggest that the key factors influencing gold prices include the US dollar, the international monetary system, interest rate cuts, and technological revolutions [1]