南财智讯1月7日电，迈为股份公告，公司控股股东周剑、王正根合计持有公司股份109,537,827股，占当 前总股本剔除回购专用账户中的股份数量后的39.35%。周剑及王正根计划以集中竞价或大宗交易的方 式减持本公司股份，减持数量不超过5,400,000股，即不超过公司当前总股本剔除回购专用账户中的股份 数量后的1.94%。减持期间为自本减持计划公告之日起15个交易日之后三个月内（即2026年1月29日至 2026年4月28日）。本次减持原因为个人资金需求，股份来源为公司首次公开发行股票前已取得的股份 以及向特定对象发行取得的股份（包含上述股份权益分派转增的股份）。拟减持价格不低于首次公开发 行股票的发行价格，具体减持价格视市场价格确定。本次减持计划存在减持时间、数量、价格的不确定 性，也存在能否按期实施完成的不确定性。本次减持计划的实施不会导致公司控制权发生变更，也不会 对公司治理结构及持续经营产生重大影响。 ...

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。 特别提示： 合计持有苏州迈为科技股份有限公司（以下简称"迈为股份""公司"）股 份 109,537,827 股（占当前总股本剔除回购专用账户中的股份数量后的 39.35%） 的公司控股股东周剑及王正根计划以集中竞价或大宗交易的方式减持本公司股 份，减持数量不超过 5,400,000 股，即不超过公司当前总股本剔除回购专用账户 中的股份数量后的 1.94%。减持期间为自本减持计划公告之日起 15 个交易日之 后三个月内（即 2026 年 1 月 29 日至 2026 年 4 月 28 日）。 证券代码：300751 证券简称：迈为股份 公告编号：2026-001 注 1：计算比例时，公司股份总数均已剔除回购专用账户中的股份数量，下同。 苏州迈为科技股份有限公司 关于控股股东减持股份预披露公告 公司控股股东周剑、王正根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、误导性陈述或者重大遗漏。 一、股东的基本情况 | 股东名称 | 股东身份 | 持股数量（股） | 占公司股份总数的比例 | | --- | --- | --- | --- ...

Group 1 - The core viewpoint of the news is that Maiwei Co., Ltd. has experienced a decline in stock price and financial performance, with significant fluctuations in trading volume and shareholder activity [1][2][3] Group 2 - As of January 7, the stock price of Maiwei Co., Ltd. fell by 2.16% to 182.63 yuan per share, with a total market capitalization of 51.028 billion yuan [1] - The company has seen an 11.34% decline in stock price year-to-date, with a 11.05% drop over the last five trading days, but a 24.36% increase over the last 20 days and a 67.24% increase over the last 60 days [2] - The main business revenue composition includes 75.00% from solar cell production equipment, 18.10% from single machines, and 6.90% from parts and others [2] - As of September 30, the company reported a revenue of 6.204 billion yuan for the first nine months of 2025, a year-on-year decrease of 20.13%, and a net profit of 663 million yuan, down 12.56% year-on-year [2] - The company has distributed a total of 1.349 billion yuan in dividends since its A-share listing, with 1.013 billion yuan distributed over the last three years [3] - The number of shareholders increased by 4.48% to 33,100 as of September 30, with an average of 5,840 circulating shares per person, a decrease of 4.28% [2][3] - Major shareholders have reduced their holdings, with significant decreases noted for several institutional investors [3]

Core Insights - The report by Dongwu Securities highlights the significant role of solar wings in satellite power systems, which account for approximately 20-30% of the total manufacturing cost of satellites, with solar wings representing over 60% of the value [1][2] - The global satellite launch volume is projected to increase dramatically, from 237 satellites in 2016 to over 4,300 by 2025, reflecting a compound annual growth rate (CAGR) of 34% [2] - The demand for solar wings is expected to rise due to the increasing power requirements of satellites, with SpaceX's Starlink V3 satellites showing a more than tenfold increase in solar wing area compared to earlier versions [1][2] Industry Trends - The advancement of reusable rocket technology has significantly reduced launch costs, breaking down economic barriers to space access [2] - The global deployment of low Earth orbit (LEO) satellites is entering a rapid growth phase, with over 100,000 satellites registered globally, driven by countries seeking to secure strategic orbital and frequency resources [3] - The increasing demand for AI computing power is pushing computational resources into space, leveraging the advantages of solar energy and thermal conditions in near-Earth orbit [3] Technological Developments - Gallium arsenide (GaAs) is the dominant technology in the industry, offering high efficiency and radiation resistance, but its high cost (20-40 million per square meter) may limit large-scale satellite constellations [3] - Alternatives such as perovskite solar cells show promise due to their lightweight, high energy-to-weight ratio, and lower costs, potentially becoming a superior solution for space power [3] Investment Opportunities - The report suggests that the development of commercial space and LEO satellites will accelerate the growth of space photovoltaic power, with ground-based efficient perovskite and silicon tandem technologies being critical [4] - Recommended companies include Junda Co., Ltd. (002865) for its collaboration in satellite perovskite, and Mingyang Smart Energy (601615) for its focus on perovskite and GaAs technologies [4] - Other companies to watch include Dongfang Risheng (300118), GCL-Poly Energy (and others in the HJT/perovskite battery sector), as well as core equipment manufacturers like Maiwei Co., Ltd. (300751) and Jiejia Weichuang (300724) [4]

Group 1 - The market in January is expected to see a continuation of factors that supported previous volatility, with a significant change being the disclosure window for annual performance forecasts, which will again validate the fundamentals of listed companies [1] - As performance forecasts provide further guidance on economic conditions, the market's upward structure is likely to expand, while caution is advised for thematic sectors with weak fundamental support [1] - Historical data suggests that if a certain style outperforms in December, its advantage is likely to continue into January, with growth sectors expected to validate their advantages through annual performance forecasts [1] Group 2 - Maiwei Co., Ltd. (300751) has recently secured the industry's first complete line order for perovskite batteries, indicating its leading position in the supply of stacked battery equipment and technology solutions [2] - The company is transitioning from photovoltaic equipment to a broader semiconductor equipment supplier, having successfully entered the list of top domestic packaging suppliers, with rapid growth in semiconductor orders [2] - Analysts project that the company's net profit attributable to shareholders will reach 1.007 billion and 1.111 billion yuan in 2026 and 2027, respectively, with year-on-year growth rates of 9.04% and 10.27%, corresponding to PE ratios of 57.17 and 51.84 times [2]

Core Viewpoint - The stock of Maiwei Co., Ltd. has experienced fluctuations, with a recent decline of 2.02% and a year-to-date drop of 7.71%, despite a significant increase of 52.06% over the past 20 days [1][2]. Group 1: Stock Performance - As of January 6, the stock price is reported at 190.11 CNY per share, with a total market capitalization of 53.118 billion CNY [1]. - The trading volume for the day reached 285 million CNY, with a turnover rate of 0.77% [1]. - The stock has shown a recent recovery, gaining 11.11% over the last five trading days and 74.09% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, the company reported a revenue of 6.204 billion CNY, reflecting a year-on-year decrease of 20.13% [2]. - The net profit attributable to shareholders for the same period was 663 million CNY, down 12.56% year-on-year [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 33,100, marking a rise of 4.48% [2]. - The average number of circulating shares per shareholder decreased by 4.28% to 5,840 shares [2]. - The company has distributed a total of 1.349 billion CNY in dividends since its A-share listing, with 1.013 billion CNY distributed over the last three years [3].

Group 1 - The photovoltaic equipment sector rose by 1.3% on January 5, with Aerospace Machinery leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] - Notable gainers in the photovoltaic equipment sector included Aerospace Machinery, which increased by 10.03% to a closing price of 19.31, and Yuan Tewei, which rose by 9.15% to 49.40 [1] Group 2 - The photovoltaic equipment sector experienced a net outflow of 166 million yuan from institutional investors and 394 million yuan from speculative funds, while retail investors saw a net inflow of 560 million yuan [2] - The trading volume and turnover for key stocks in the sector showed significant activity, with Aerospace Machinery achieving a turnover of 5.518 billion yuan [1][2] - The stock performance varied, with some companies like Maiwei Co. experiencing a decline of 5.81% to 194.03, indicating mixed market sentiment [2]

Core Viewpoint - Elon Musk has proposed a plan to deploy 100GW of solar AI satellites annually, driven by low Earth orbit (LEO) satellites and space computing, which will boost the demand for space photovoltaics [1][2] Group 1: Market Demand and Trends - The global market is entering a "dense launch-networking" phase, with a rapid expansion of LEO constellations, directly increasing the demand for solar wings, battery cells, deployable array structures, energy storage, and power management systems [2] - Space photovoltaics can directly utilize solar energy, offering long generation times and high stability and availability of energy acquisition [1] Group 2: Technological Developments - Currently, the main technology in space photovoltaics is gallium arsenide, but P-type HJT and perovskite tandem cells are expected to become incremental technology routes [3] - Short-term, silicon-based P-type HJT has production and delivery experience, leveraging low-temperature symmetrical processes and ultra-thin silicon wafers for lightweight potential, and is advancing in radiation resistance solutions [3] - Long-term, perovskite tandem cells possess high efficiency and flexible film advantages, with potential for radiation and environmental adaptability, and could become a mainstream technology if breakthroughs in packaging lifespan and large-area consistency are achieved [3] Group 3: Industry Collaborations - The commercialization of the space photovoltaic industry is accelerating, with companies actively exploring the space economy sector; for instance, JunDa Co. signed a strategic cooperation agreement with Shangyi Optoelectronics to invest in perovskite battery technology applications in space energy [4] Group 4: Investment Opportunities - Recommended stocks benefiting from this trend include Maiwei Co. (300751.SZ), Jiejia Weichuang (300724.SZ), Jing Shan Light Machine (000821.SZ), and Laplace (688726.SH), with additional beneficiaries being Dier Laser (300776.SZ) [5]

Group 1 - The core viewpoint of the article emphasizes the performance of the "brokerage golden stocks" and their ability to track the performance of mixed equity funds, showcasing the analytical capabilities of brokerage firms [2][7][28] - In December 2025, the top-performing stocks in the brokerage golden stock pool included XW Communication, Maiwei Co., and Yaxiang Integration, with significant monthly increases [1][3][4] - The top three brokerages by monthly returns were Huachuang Securities, Guojin Securities, and Changcheng Securities, with returns of 17.26%, 12.74%, and 11.36% respectively, compared to 3.06% for the mixed equity fund index and 2.28% for the CSI 300 index [6][10] Group 2 - The brokerage golden stock pool showed a high allocation in the electronics (14.04%), non-ferrous metals (9.93%), and basic chemicals (8.96%) sectors, with notable increases in non-ferrous metals (+3.13%) and defense industry (+1.93%) [25][18] - The performance of the brokerage golden stock performance enhancement portfolio yielded an absolute return of 5.24% for December 2025 and 40.66% for the year, outperforming the mixed equity fund index by 2.18% and 7.47% respectively [33][27] - The article highlights the importance of analyst recommendations, noting that stocks with fewer prior recommendations tend to gain more market attention once included in the golden stock pool [22][20]

- The report highlights that in December 2025, the top-performing factors in the broker's gold stock pool were single-quarter ROE, net analyst upgrades, and net operating cash flow, while volatility, single-quarter revenue growth, and intraday returns performed poorly[3][27] - Throughout 2025, the best-performing factors were total market capitalization, single-quarter revenue growth, and single-quarter ROE, while EPTTM, expected dividend yield, and volatility performed poorly[3][27] - The broker's gold stock performance enhancement portfolio achieved an absolute return of 5.24% in December 2025, with an excess return of 2.18% relative to the mixed equity fund index[5][41] - For the year 2025, the broker's gold stock performance enhancement portfolio achieved an absolute return of 40.66%, with an excess return of 7.47% relative to the mixed equity fund index, ranking in the 32.60th percentile among active equity funds[5][41] - The construction of the broker's gold stock performance enhancement portfolio involves selecting stocks from the broker's gold stock pool, optimizing the portfolio to control deviations in individual stocks and styles, and using the industry distribution of all public funds as the industry allocation benchmark[42] - The historical performance of the broker's gold stock performance enhancement portfolio from 2018 to 2025 shows an annualized return of 21.71%, with an annualized excess return of 14.18% relative to the mixed equity fund index, consistently ranking in the top 30% of active equity funds each year[43][46]