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？ ...

Core Viewpoint - Company is currently mass-producing photovoltaic tin solder ribbon products primarily suitable for ground photovoltaic modules and is committed to enhancing research efforts to develop products that meet the higher requirements for space photovoltaic applications [1] Group 1 - The current mass-produced products are specifically designed for ground photovoltaic components [1] - The company acknowledges that space photovoltaic components have higher material requirements [1] - There is a commitment to increase research efforts to develop suitable products for space photovoltaic applications [1]

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]

Group 1 - Zairun New Energy focuses on the research and development of perovskite battery core materials and equipment, with a strong emphasis on high-purity and high-stability products suitable for large-scale production [1] - The company has completed multiple pilot tests and its product performance has been validated by third-party authorities [1] - Zairun's high-radiation-resistant perovskite precursor materials enhance battery stability in extreme space environments, positioning the company to become a core supplier in the space photovoltaic supply chain [1] Group 2 - Aotwei is a leading domestic photovoltaic equipment enterprise, with early layouts in perovskite production line equipment and technology covering key processes such as laser etching and thin film deposition [2] - The company's self-developed laser repair equipment significantly improves battery yield and is at the forefront of industry standards [2] - Aotwei's equipment optimizes battery manufacturing processes to meet the stringent requirements of space photovoltaic applications, potentially making it a core supplier in this sector [2] Group 3 - Haiyou New Materials is a core supplier of photovoltaic packaging materials, focusing on the development of POE films and back sheets for perovskite batteries [3] - The company has developed radiation-resistant packaging films that ensure long-term stable operation of perovskite batteries in space environments [3] - As the space photovoltaic market scales, Haiyou is positioned to become a key supplier of packaging materials for perovskite batteries [3] Group 4 - Gaoce Co., Ltd. is a leading domestic company in photovoltaic cutting equipment and silicon wafer processing, actively developing ultra-thin silicon cutting technology for perovskite batteries [4] - The company's ultra-thin silicon wafers, with thicknesses as low as 50μm, meet the lightweight requirements of perovskite batteries [4] - Gaoce's technology supports the stringent demands of space photovoltaic applications, positioning it to become a core supplier of silicon wafers for perovskite batteries [4]

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].