宇邦新材（301266.SZ）2月11日在投资者互动平台表示，公司当前量产的光伏涂锡焊带产品主要适用于 地面光伏组件。太空光伏组件对材料的要求更高，我们将不断加大研究力度，开发适用于太空光伏的产 品以满足未来太空光伏的更高要求。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的产品是否可以用于太空光伏领域？ ...

格隆汇2月11日丨宇邦新材(301266.SZ)在互动平台表示，公司当前量产的光伏涂锡焊带产品主要适用于 地面光伏组件。太空光伏组件对材料的要求更高，我们将不断加大研究力度，开发适用于太空光伏的产 品以满足未来太空光伏的更高要求。 ...

格隆汇2月6日丨宇邦新材(301266.SZ)在互动平台表示，钙钛矿电池是一种新型薄膜太阳能电池，光伏 焊带在钙钛矿电池上没有应用。钙钛矿电池内部电流传输依靠特殊工艺，并非靠实体焊带进行串联导 电。 ...

宇邦新材（301266.SZ）2月6日在投资者互动平台表示，钙钛矿电池是一种新型薄膜太阳能电池，光伏 焊带在钙钛矿电池上没有应用。钙钛矿电池内部电流传输依靠特殊工艺，并非靠实体焊带进行串联导 电。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司的光伏焊带在钙钛矿电池上是否有应用？是否已 经量产？ ...

Investment Rating - The report suggests focusing on companies benefiting from supply-side reforms, technological iterations, and marginal changes in demand expectations, with a long-term view on efficient technologies and leading companies in the industry [4] Core Insights - The photovoltaic equipment industry index decreased by 6.19% during the week of January 26 to January 30, 2026, underperforming the broader market index by 5.18 percentage points [12][14] - Key companies in the photovoltaic equipment sector showed varied performance, with notable gains from Yamaton, Jincheng Co., and others, while significant losses were observed in Mingguan New Materials and others [17] - The report highlights the stability in prices of key materials such as silicon, wafers, and batteries, with slight increases in component prices [19] Summary by Sections Market Performance - The Shanghai Composite Index increased by 0.08%, while the photovoltaic equipment industry index fell by 6.19%, indicating a challenging week for the sector [12][14] Industry Chain Price Trends - As of January 21, 2026, the prices for key materials were as follows: silicon at 59 CNY/kg, wafers at 1.50 CNY/piece, batteries at 0.42 CNY/W, and components at 0.81 CNY/W, with a slight increase in component prices [19] Industry News - Guangdong province is advancing offshore photovoltaic construction as part of its action plan for high-quality marine economic development, promoting the integration of offshore wind and photovoltaic projects [26] - The National Energy Administration announced that by 2025, the country expects to add over 430 million kW of wind and solar capacity, with significant investments in renewable energy projects [27][28]

国内光伏装备领域龙头企业，核心业务涵盖光伏组件、钙钛矿电池等高端装备研发制造，在钙钛矿整线 设备领域布局较早，技术覆盖激光刻蚀、薄膜沉积等关键环节，设备性能适配规模化量产需求。其自主 研发的钙钛矿电池激光修复设备，可大幅提升电池良率，技术指标处于行业领先水平。 （来源：淘金ETF） 1. 泽润新能（301636） 作为钙钛矿电池领域的新锐企业，核心业务聚焦钙钛矿电池核心材料与装备研发，主攻钙钛矿前驱体材 料与功能层薄膜制备技术，产品具备高纯度、高稳定性特点，适配规模化量产需求。其技术团队来自国 内顶尖光伏材料实验室，在钙钛矿材料缺陷钝化、界面优化上具备深厚积淀，已完成多批次中试验证， 产品性能通过第三方权威检测。 在太空光伏与算力赛道，其核心材料技术具备关键适配性。钙钛矿电池的轻薄特性完美契合太空运载限 制，而公司研发的高耐辐射钙钛矿前驱体材料，可提升电池在太空极端环境下的稳定性，为太空算力中 心提供高效能源支撑。未来随着太空光伏产业化落地，公司有望凭借材料技术优势切入供应链，成为太 空光伏钙钛矿电池核心材料供应商，打开全新增长空间。 2. 奥特维（688516） 在太空光伏场景中，其装备技术为钙钛矿电池量产 ...

Core Viewpoint - The photovoltaic equipment sector experienced a significant increase, with a 6.68% rise on February 3, led by Zairun New Energy, amidst a broader market uptrend in major indices [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1]. - The photovoltaic equipment sector saw notable individual stock performances, with Zairun New Energy leading with a closing price of 74.56, reflecting a 20.01% increase [1]. Group 2: Stock Performance - Key stocks in the photovoltaic equipment sector included: - Zairun New Energy: 74.56, +20.01%, volume 64,100, turnover 440 million [1] - Jingke Co., Ltd.: 123.97, +20.00%, volume 228,900, turnover 2.685 billion [1] - Aotwei: 116.24, +20.00%, volume 139,200, turnover 1.570 billion [1] - Haiyou New Materials: 67.64, +19.99%, volume 73,200, turnover 466 million [1] - Liancheng CNC: 68.90, +18.18%, volume 254,400, turnover 1.634 billion [1] - Jingcheng Machinery: 55.07, +17.34%, volume 904,900, turnover 4.806 billion [1]. Group 3: Capital Flow - The photovoltaic equipment sector saw a net inflow of 2.173 billion in main funds, while retail funds experienced a net outflow of 209 million [2]. - The capital flow for key stocks indicated: - Longi Green Energy: 429 million net inflow from main funds, with a 8.29% share [3]. - Junda Co.: 416 million net inflow from main funds, with a 12.03% share [3]. - Foster: 323 million net inflow from main funds, with a 17.51% share [3].

机构持仓方面，截止2025年9月30日，宇邦新材十大流通股东中，国寿安保智慧生活股票A （001672）、万家新利（519191）退出十大流通股东之列。 融资方面，宇邦新材当日融资买入4971.64万元。当前融资余额2.49亿元，占流通市值的5.18%，融资余 额超过近一年90%分位水平，处于高位。 截至9月30日，宇邦新材股东户数1.28万，较上期减少4.22%；人均流通股8171股，较上期增加4.41%。 2025年1月-9月，宇邦新材实现营业收入22.60亿元，同比减少8.75%；归母净利润5275.27万元，同比增 长13.63%。 分红方面，宇邦新材A股上市后累计派现5778.80万元。 1月26日，宇邦新材跌1.71%，成交额3.21亿元。两融数据显示，当日宇邦新材获融资买入额4971.64万 元，融资偿还2388.90万元，融资净买入2582.73万元。截至1月26日，宇邦新材融资融券余额合计2.50亿 元。 融券方面，宇邦新材1月26日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量7600.00股，融券余额33.23万元，超过近一年90%分位水平，处于 ...

Core Viewpoint - The photovoltaic equipment sector experienced a significant increase, with a 2.09% rise on January 16, led by Yubang New Materials, while the overall market indices showed slight declines [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4101.91, down 0.26%, and the Shenzhen Component Index closed at 14281.08, down 0.18% [1]. - Yubang New Materials led the gains in the photovoltaic equipment sector with a closing price of 44.98, reflecting a 17.20% increase [1]. - Other notable performers included Jing Sheng Mechanical and Electrical with a 9.12% increase, and Jun Da Co., which rose by 8.57% [1]. Group 2: Trading Volume and Value - Yubang New Materials had a trading volume of 145,100 shares, resulting in a transaction value of 621 million yuan [1]. - Jing Sheng Mechanical and Electrical recorded a trading volume of 673,000 shares with a transaction value of 2.771 billion yuan [1]. - Jun Da Co. had a trading volume of 364,200 shares, leading to a transaction value of 3.174 billion yuan [1]. Group 3: Capital Flow - The photovoltaic equipment sector saw a net inflow of 2.699 billion yuan from main funds, while retail funds experienced a net outflow of 1.645 billion yuan [2]. - Major stocks like Yangguang Electric Power and Maiwei Co. had significant net inflows from main funds, indicating strong institutional interest [3]. - Conversely, stocks like Yijingsheng Electric and Aerospace Mechanical experienced notable net outflows from retail investors, suggesting a shift in sentiment [2][3].

Core Viewpoint - The A-share market is experiencing a slight decline, with the Shanghai Composite Index at 4104.22 points, down 0.20% and trading below the five-day moving average, while the total trading volume is 25,230.04 billion yuan [1]. Group 1: Market Performance - As of 1:59 PM, the Shanghai Composite Index is at 4104.22 points, reflecting a decrease of 0.20% [1]. - The total trading volume in the A-share market is reported at 25,230.04 billion yuan [1]. Group 2: Stocks Exceeding Five-Day Moving Average - A total of 778 A-shares have surpassed the five-day moving average today [1]. - Notable stocks with significant deviation rates include: - Tianyue Advanced (乖离率 15.31%) with a price increase of 20.00% [1]. - Fusa Technology (乖离率 15.11%) also increased by 20.00% [1]. - Huning Co. (乖离率 15.00%) with a 20.00% rise [1]. - Other stocks with smaller deviation rates include: - Weibohydraulic, Jinyinhe, and Ecovacs, which have just crossed the five-day moving average [1].