公司2025年1-9月业绩表现稳健，营业收入56.63亿元，同比增长9.71%；归母净利润8.65亿元，同比增长 29.39%，盈利增速高于营收。第三季度单季收入18.69亿元，同比微增3.43%，但净利润同比下降 16.85%，主要受欧洲夏休需求淡季及费用率上升影响。主营业务中，并网逆变器占比47.97%，储能逆 变器占比提升至20.91%，全球化布局有望对冲单一市场风险。 以上内容基于公开资料整理，不构成投资建议。 经济观察网近期锦浪科技（300763）股价呈现震荡下行态势。截至2026年2月13日，股价报77.30元，当 日下跌1.68%，近5日累计跌幅达3.16%。2月12日股价下跌0.49%，成交额6.07亿元，换手率2.39%；当 日融资净卖出5233.57万元，融资余额15.77亿元(占流通市值5.06%)，处于近一年较高水平。资金流向方 面，2月12日主力资金净流出4323.64万元，连续多日呈现净流出状态，反映短期市场情绪偏谨慎。股东 户数截至2月10日增至7万户，较上期增加2.34%，人均流通股减少，筹码分散度上升。 财报分析 ...

Group 1 - The core point of the article is that Jinlang Technology reported a total of 69,992 shareholders as of February 10, 2026 [2]

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]

Group 1 - The core viewpoint of the news is that Jinlang Technology's stock has seen a significant increase, with a rise of 5.18% to 82.38 CNY per share, and a total market capitalization of 32.792 billion CNY [1] - Jinlang Technology, established on September 9, 2005, specializes in the research, production, sales, and service of string inverters, with its main revenue sources being grid-connected inverters (47.97%), household photovoltaic power generation systems (21.28%), energy storage inverters (20.91%), new energy power production (8.01%), and others (1.83%) [1] Group 2 - According to data, a fund under China Merchants Fund holds Jinlang Technology as its tenth largest position, with 271,900 shares, accounting for 2.12% of the fund's net value, and a floating profit of approximately 1.1039 million CNY [2] - The fund, China Merchants Fengying Active Allocation Mixed A (009362), was established on July 29, 2020, with a current scale of 717 million CNY, and has achieved a year-to-date return of 2.76% [2] Group 3 - The fund managers of China Merchants Fengying Active Allocation Mixed A are Wen Zhongyang and Guo Rui, with cumulative management tenures of 5 years and 13 years respectively [3] - Wen Zhongyang has managed assets totaling 1.18 billion CNY, achieving a best return of 78.08% and a worst return of -46.13% during his tenure [3] - Guo Rui manages assets of 3.599 billion CNY, with a best return of 162.79% and a worst return of -37.72% during his tenure [3]

Group 1 - On February 2, Jinlang Technology's stock fell by 5.41%, with a trading volume of 1.322 billion yuan [1] - The financing data on the same day showed that Jinlang Technology had a financing purchase amount of 138 million yuan and a financing repayment of 113 million yuan, resulting in a net financing purchase of 25.186 million yuan [1] - As of February 2, the total balance of margin trading for Jinlang Technology was 1.684 billion yuan, with the financing balance accounting for 5.38% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of January 30, the number of shareholders of Jinlang Technology was 68,400, a decrease of 6.27% from the previous period, while the average circulating shares per person increased by 6.72% to 4,702 shares [2] - For the period from January to September 2025, Jinlang Technology achieved an operating income of 5.663 billion yuan, a year-on-year increase of 9.71%, and a net profit attributable to shareholders of 865 million yuan, a year-on-year increase of 29.39% [2] - Since its A-share listing, Jinlang Technology has distributed a total of 660 million yuan in dividends, with 318 million yuan distributed in the last three years [2] Group 3 - As of September 30, 2025, among the top ten circulating shareholders of Jinlang Technology, Hong Kong Central Clearing Limited ranked fifth with 4.7163 million shares, a decrease of 267,500 shares from the previous period [2] - The E Fund Growth Enterprise Board ETF ranked sixth with 4.7149 million shares, a decrease of 799,500 shares, while the Southern CSI 500 ETF ranked eighth with 3.4893 million shares, a decrease of 47,900 shares [2] - The Guangfa High-end Manufacturing Stock A exited the top ten circulating shareholders list [2]

Group 1 - The core point of the article is that Jinlang Technology (300763) reported a total of 68,389 shareholders as of January 30, 2026 [1]

证券代码：300763 证券简称: 锦浪科技 公告编号：2026-002 锦浪科技股份有限公司 关于变更公司注册资本暨完成工商变更登记的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何 虚假记载、误导性陈述或者重大遗漏。 锦浪科技股份有限公司（以下简称"公司"）2023 年限制性股票激励计划部 分限制性股票已在中国证券登记结算有限责任公司深圳分公司完成回购注销，公 司股份总数由 398,113,845 股减少至 398,058,245 股，公司注册资本由人民币 398,113,845 元减少至 398,058,245 元。 公司于近日取得了宁波市市场监督管理局换发的《营业执照》，完成了相关 工商变更登记手续，变更后相关信息如下： 统一社会信用代码：91330200778244188M 名称：锦浪科技股份有限公司 类型：股份有限公司（上市、自然人投资或控股） 住所：浙江省象山县经济开发区滨海工业园金通路 57 号 法定代表人：王一鸣 注册资本：叁亿玖仟捌佰零伍万捌仟贰佰肆拾伍元 成立日期：2005 年 09 月 09 日 经营范围：新能源技术开发、技术咨询服务；太阳能光伏电力电量生产、 自产 ...

| 证券代码：300763 | 证券简称：锦浪科技 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：123259 | 债券简称：锦浪转 02 | | 锦浪科技股份有限公司 关于 2023 年限制性股票激励计划部分限制性股票回 购注销完成暨不调整"锦浪转 02"转股价格的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，不存在任何虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1、锦浪科技股份有限公司（以下简称"公司"）本次回购注销涉及的激励 对象人数为 9 人，回购注销的限制性股票数量为 5.56 万股，占回购前公司总股 本的 0.0140%。回购价格为 55.64 元/股加上中国人民银行同期存款利息之和，回 购资金总额为 3,097,403.72 元（含利息，税前），资金来源为公司自有资金。 2、公司于 2026 年 1 月 29 日在中国证券登记结算有限责任公司深圳分公司 完成了回购、注销手续。本次注销完成后，公司总股本由 398,113,845 股减少至 398,058,245 股。 3、因本次回购注销股份占公司总股本比例较小，经计算，"锦浪转 02" ...

| 公司简称 | 公司代码 | 市值 | 24EPS | 25EPS | 25PE | PB | 投资评级 | | --- | --- | --- | --- | --- | --- | --- | --- | | 艾罗能源 | 688717.SH | 14.6 | 1.3 | 0.7 | 140 | 3 | 强烈推荐 | | 固德威 | 688390.SH | 22.5 | -0.3 | 0.9 | 102 | 8 | 未予评级 | | 阳光电源 | 300274.SZ | 338.0 | 5.3 | 6.6 | 25 | 8 | 强烈推荐 | | 德业股份 | 605117.SH | 80.5 | 4.6 | 4.0 | 22 | 10 | 增持 | | 儒竞科技 | 301525.SZ | 8.6 | 1.8 | 2.2 | 41 | 3 | 未予评级 | | 首航新能 | 301658.SZ | 13.7 | 0.7 | - | - | 4 | 未予评级 | | 锦浪科技 | 300763.SZ | 33.7 | 1.7 | 2.9 | 29 | 4 | 未予评级 | | 科士达 | 002518.S ...

Group 1 - The core point of the article is that Jinlang Technology (300763) reported a total of 72,963 shareholders as of January 20, 2026 [1]