2月10日，开山股份涨5.01%，截至发稿，报18.86元/股，成交2.15亿元，换手率1.22%，总市值187.40亿 元。 南方比较优势混合A（013590）成立日期2022年2月7日，最新规模1492.94万。今年以来收益11.82%， 同类排名941/8880；近一年收益43.21%，同类排名2162/8127；成立以来收益38.7%。 南方比较优势混合A（013590）基金经理为唐小东、许公磊。 截至发稿，唐小东累计任职时间2年248天，现任基金资产总规模6.53亿元，任职期间最佳基金回报 36.74%， 任职期间最差基金回报18.43%。 许公磊累计任职时间2年248天，现任基金资产总规模9.86亿元，任职期间最佳基金回报58.36%， 任职 期间最差基金回报0.32%。 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 资料显示，开山集团股份有限公司位于中国(上海)自由贸易试验区临港新片区飞渡路851 ...

每经AI快讯，有投资者在投资者互动平台提问：公司美元收入占比多，人民币不断升值对公司影响如 何？ 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 （记者 王晓波） 开山股份（300257.SZ）2月4日在投资者互动平台表示，公司出口业务占比约44.95%，公司将持续跟踪 汇率走势，强化外汇风险管理。具体业绩详见公司定期报告及相关公告！ 每日经济新闻 ...

格隆汇2月4日丨开山股份(300257.SZ)在投资者互动平台表示，公司已在加速推进美国Fish Lake地热电 站的建设。对于地热发电项目相关事项以及公司各项业务的具体进展，敬请以公司在指定媒体及官方平 台发布的正式公告为准。 ...

Group 1 - The core viewpoint of the news is that Kaishan Group Co., Ltd. has shown fluctuations in its stock performance and financing activities, indicating a mixed market sentiment towards the company [1][2]. - On January 30, Kaishan's stock price decreased by 1.16%, with a trading volume of 166 million yuan. The net financing buy was negative at 294.42 thousand yuan, with a total financing and margin balance of 409 million yuan [1]. - The financing balance of Kaishan is 407 million yuan, accounting for 2.40% of its circulating market value, which is above the 50th percentile level over the past year, indicating a relatively high position [1]. - In terms of securities lending, on January 30, Kaishan repaid 2,900 shares and sold 1,100 shares, with a selling amount of 18.8 thousand yuan. The remaining securities lending volume is 111,600 shares, with a balance of 1.9028 million yuan, also above the 60th percentile level over the past year [1]. Group 2 - As of September 30, the number of shareholders of Kaishan was 13,500, a decrease of 21.78% from the previous period, while the average circulating shares per person increased by 27.84% to 70,540 shares [2]. - For the period from January to September 2025, Kaishan achieved an operating income of 3.441 billion yuan, a year-on-year increase of 10.65%, and a net profit attributable to shareholders of 304 million yuan, a year-on-year increase of 38.05% [2]. - Since its A-share listing, Kaishan has distributed a total of 1.279 billion yuan in dividends, with 298 million yuan distributed in the last three years [3]. - As of September 30, 2025, Hong Kong Central Clearing Limited was the seventh largest circulating shareholder, holding 7.2248 million shares, a decrease of 2.14 million shares from the previous period [3].

Investment Rating - The report maintains an "Overweight" rating for the power equipment sector [6] Core Insights - The report highlights new opportunities in the photovoltaic industry driven by space solar power initiatives and rising prices of battery components [1][17] - It emphasizes the importance of supply-side reforms and technological advancements in creating long-term growth opportunities within the industry [1][19] - The report identifies key companies to watch in various segments, including supply chain price increases, new technology growth, and perovskite solar cell developments [1][19][21] Summary by Sections Photovoltaics - The price of multi-crystalline silicon n-type raw materials remains stable, with an average transaction price of 59,200 RMB per ton [17] - N-type battery cell prices have increased to 0.42 RMB per watt, with a price range of 0.40-0.43 RMB per watt [17] - The report notes that rising silver prices have led to increased component costs, with distributed component prices now ranging from 0.70 to 0.80 RMB per watt [17] - SpaceX and Tesla plan to achieve a combined solar manufacturing capacity of 200GW annually in the U.S. within three years, with 40GW dedicated to space solar power [1][18] - Key companies to focus on include Tongwei Co., GCL-Poly, LONGi Green Energy, JA Solar, and Trina Solar for supply-side reform opportunities [1][19] Wind Power & Grid - The Netherlands will launch a 1GW offshore wind project tender in September 2026, with a subsidy budget of approximately 32.45 billion RMB [19][20] - Turkey plans to initiate its first offshore wind tender by the end of 2026, aiming for 5GW of installed capacity by 2035 [19][20] - Southern Power Grid has set a fixed asset investment of 180 billion RMB for 2026, focusing on new power system construction and strategic emerging industries [20] - Companies to watch include Goldwind, Yunda, Mingyang Smart Energy, and Sany Heavy Energy in the wind turbine sector [20] Hydrogen Energy - A ceremony for the operation of 300 hydrogen fuel heavy trucks was recently held, showcasing advancements in hydrogen energy technology [3][21] - The trucks are equipped with a 130kW fuel cell system and can achieve a range of over 600 kilometers [3][21] - Key companies in this sector include Shuangliang Energy, Huadian Heavy Industry, and Shenghui Technology [3][21] Energy Storage - The report forecasts that new energy storage installations in China will reach 58.6GW/175.3GWh in 2025, a year-on-year increase of 38%/60% [4][22] - The average bid price for 2-hour energy storage systems is projected to be 0.55 RMB/Wh in 2025, down 16.9% from 2024 [4][22] - Companies to focus on include Sungrow Power, Canadian Solar, and Kehua Data for large-scale energy storage opportunities [4][22] New Energy Vehicles - CATL launched the "Tianxing II" series solutions for light commercial vehicles, including the industry's first intelligent battery management application [5][27] - The solutions cater to various scenarios, including high-frequency urban distribution and extreme temperature conditions [5][27] - Key companies in the battery sector include CATL, Penghui Energy, and Guoxuan High-Tech [5][29]

Group 1 - The general equipment sector increased by 0.4% on January 22, with Rui Xin Technology leading the gains [1] - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - Rui Xin Technology's stock price rose by 19.98% to 21.62, with a trading volume of 282,800 shares and a transaction value of 576 million yuan [1] Group 2 - The general equipment sector saw a net inflow of 787 million yuan from institutional investors, while retail investors experienced a net outflow of 645 million yuan [2] - The top gainers in the general equipment sector included Youji Co., Ltd. with an 11.76% increase and Tengda Technology with a 10.01% increase [1] - The stock of Lio Co., Ltd. fell by 10.04% to 8.42, with a trading volume of 343,700 shares and a transaction value of 289 million yuan [2] Group 3 - Snowman Group had a net inflow of 665 million yuan from institutional investors, while retail investors had a net outflow of 489 million yuan [3] - The stock of Giant Lifting Tools saw a net inflow of 310 million yuan from institutional investors, with a net outflow of 169 million yuan from retail investors [3] - Tengda Technology experienced a net inflow of 164 million yuan from institutional investors, while retail investors had a net outflow of 74 million yuan [3]

| 減持期间 | 减持均价（元/股） 減持股数 (万股) | | 套现金额(万元) 减持后持股比例 | | --- | --- | --- | --- | | 20230214-20230523 17.37 | 511.67 | 8885.56 | 56.98% | | 20230120-2023012016.12 | 44.85 | 722.89 | 58.45% | | 20230130-2023013016.14 | 102 | 1645.82 | 58.35% | | 20230131-2023013116.14 | 140 | 2260.27 | 58.21% | | 20230201-2023020116.1 | 110 | 1771 | 58.09% | | 20230202-2023020216.06 | 69.79 | 1120.84 | 58.02% | | 20230207-20230207 16.09 | 190 | 3057.99 | 57.83% | | 20230208-2023020816.04 | 61.32 | 983.3 | 57.77% | | 20230209-202 ...

南财智讯1月20日电，开山股份公告，公司收到控股股东开山控股集团股份有限公司出具的《关于减持 计划实施完成的告知函》，其于2026年1月16日至1月19日通过深圳证券交易所集中竞价交易系统减持公 司股份9,936,300股，占公司总股本的1.0000%，本次减持计划已全部实施完毕。本次减持后，开山控股 持有公司股份556,226,042股，占总股本的55.9789%。本次减持为股东正常行为，不会对公司治理结 构、股权结构及持续性经营产生影响。 ...

证券代码：300257 证券简称：开山股份 公告编号：2026-003 开山集团股份有限公司 特别提示： 1、本次权益变动为开山集团股份有限公司（以下简称"公司"或"本公司"） 控股股东开山控股集团股份有限公司（以下简称"开山控股"）实施股份减持， 不触及要约收购。 2、本次权益变动后，公司控股股东开山控股、实际控制人及一致行动人曹 克坚合计持股比例由 61.9908%下降至 60.9908%，权益变动触及 1%的整数倍。 3、本次权益变动不会导致公司控股股东及实际控制人发生变化，不会对公 司治理结构及持续经营产生重大影响。 公司于 2025 年 11 月 20 日披露了《关于控股股东减持股份预披露公告》（公 告编号：2025-044），持有公司 566,162,342 股（占本公司总股本的 56.98%） 股份的控股股东开山控股，计划自减持股份预披露公告发布之日起十五个交易日 后（即 2025 年 12 月 12 日）的 3 个月内以集中竞价方式或大宗交易方式减持本 公司股份合计不超过 9,936,350 股（不超过本公司总股本的 1%）。 公司于近日收到开山控股出具的《关于持股 5%以上股东权益变动触及 ...

证券代码：300257 证券简称：开山股份 公告编号：2026-002 开山集团股份有限公司 关于持股5%以上股东股份减持计划实施完成的公告 持股5%以上的控股股东开山控股集团股份有限公司保证向本 公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提 供的信息一致。 开山集团股份有限公司（以下简称"公司"或"本公司"）于 2025 年 11 月 20 日披露了《关于控股股东减持股份预披露公告》（2025-044，以下简称"减 持计划"），公司控股股东开山控股集团股份有限公司（以下简称"开山控股"） 计划自减持计划发布之日起十五个交易日后（即 2025 年 12 月 12 日）的 3 个月 内以集中竞价方式或大宗交易方式减持本公司股份合计不超过 9,936,350 股（不 超过本公司总股本的 1%）。 公司于近日收到开山控股出具的《关于减持计划实施完成的告知函》，获悉 其于 2026 年 1 月 16 日至 2026 年 1 月 19 日通过深圳证券交易所集中竞价交易系 统减持公司股份 9,936,300 股，并于 2026 年 1 月 ...