688472 阿特斯
已收盘 12-26 15:00:00
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阿特斯涨5.28%,东吴证券三周前给出“买入”评级
证券之星 · 12-26 15:33
阿特斯涨5.28%,东吴证券三周前给出“买入”评级
中金:2026光伏需求有望修复 储能迎海内外景气共振
智通财经网 · 12-24 15:25
中金:2026光伏需求有望修复 储能迎海内外景气共振
12月23日阿特斯涨5.22%,广发高端制造股票A基金重仓该股
证券之星 · 12-23
12月23日阿特斯涨5.22%,广发高端制造股票A基金重仓该股
储能行业点评报告:全球首款锂钠协同储能方案发布,AIDC配储增量可期
华龙证券 · 12-22
储能行业点评报告:全球首款锂钠协同储能方案发布,AIDC配储增量可期
阿特斯:元禾重元已减持1.50%股份
南方财经网 · 12-22
阿特斯:元禾重元已减持1.50%股份
坐轮椅的清华系大佬,创出500亿光伏巨头,靠储能半年收入44亿
21世纪经济报道 · 12-21
坐轮椅的清华系大佬,创出500亿光伏巨头,靠储能半年收入44亿
“钢铁侠”瞿晓铧,与500亿阿特斯再迎新战斗
21世纪经济报道 · 12-19
“钢铁侠”瞿晓铧,与500亿阿特斯再迎新战斗
12月19日阿特斯现2笔折价10.19%的大宗交易 合计成交840.26万元
证券之星 · 12-19
12月19日阿特斯现2笔折价10.19%的大宗交易 合计成交840.26万元
阿特斯(688472.SH):累计回购1.22%股份 回购方案实施完毕
中金财经 · 12-18
阿特斯(688472.SH):累计回购1.22%股份 回购方案实施完毕
阿特斯储能获澳大利亚408MWh订单
人民财讯 · 12-18
阿特斯储能获澳大利亚408MWh订单
阿特斯:公司无逾期担保
证券日报 · 12-17
阿特斯:公司无逾期担保
阿特斯:2025年第一次临时股东大会决议公告
证券日报 · 12-16
阿特斯:2025年第一次临时股东大会决议公告
阿特斯:累计回购公司股份43629195股
证券日报 · 12-15
阿特斯:累计回购公司股份43629195股
为何调整美国业务?阿特斯:为保障相关业务在国际市场上持续、稳定运营
每日经济新闻 · 12-01
为何调整美国业务?阿特斯:为保障相关业务在国际市场上持续、稳定运营
12月1日阿特斯跌6.92%,广发高端制造股票A基金重仓该股
证券之星 · 12-01
12月1日阿特斯跌6.92%,广发高端制造股票A基金重仓该股
阿特斯:拟为控股股东提供446.31亿元反担保
南方财经网 · 12-01
阿特斯:拟为控股股东提供446.31亿元反担保
阿特斯将调整其与控股股东阿特斯太阳能在美国市场的运营,涉及合资企业及股权转让协议
美股速递 · 11-30
阿特斯将调整其与控股股东阿特斯太阳能在美国市场的运营,涉及合资企业及股权转让协议
阿特斯:截至2025年10月31日,公司储能在手订单31亿美金,其中包含长期服务协议
每日经济新闻 · 11-28
阿特斯:截至2025年10月31日,公司储能在手订单31亿美金,其中包含长期服务协议
阿特斯(688472)披露以集中竞价交易方式回购股份的进展公告,11月24日股价上涨4.57%
证券之星 · 11-24
阿特斯(688472)披露以集中竞价交易方式回购股份的进展公告,11月24日股价上涨4.57%
11月21日阿特斯跌7.87%,广发高端制造股票A基金重仓该股
证券之星 · 11-21
11月21日阿特斯跌7.87%,广发高端制造股票A基金重仓该股
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公司概况
公司名称:
阿特斯阳光电力集团股份有限公司
所属行业:
电气机械和器材制造业
上市日期:
2023-06-09
主营业务:
阿特斯阳光电力集团股份有限公司的主营业务是晶硅光伏组件的研发、生产和销售。公司的主要产品是TOPCon组件(TOPHiKu/TOPBiHiKu系列)、HJT异质结组件(HiHero和HiHero+系列)、阳瓦瓦BIPV系统、大型储能产品、工商业储能系统产品、户用储能系统产品、光伏系统业务、逆变器/储能PCS产品、电站工程EPC业务。
发行价格:
11.10
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15:33","pubTimestamp":1766734428,"startTime":"0","endTime":"0","summary":"今日阿特斯涨5.28%,收盘报16.54元。2025年12月2日,东吴证券研究员曾朵红,郭亚男,徐铖嵘发布了对阿特斯的研报《阿特斯:公告美国市场业务调整,保障美国长期经营》,该研报对阿特斯给出“买入”评级。考虑到此举获得了美国市场的长期准入资格和公司的战略安全,且公司的核心业务增长强劲,维持“买入”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025122600016783.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688472","601555"],"gpt_icon":0},{"id":"2593422785","title":"中金:2026光伏需求有望修复 储能迎海内外景气共振","url":"https://stock-news.laohu8.com/highlight/detail?id=2593422785","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593422785?lang=zh_cn&edition=full","pubTime":"2025-12-24 15:25","pubTimestamp":1766561116,"startTime":"0","endTime":"0","summary":"2026年虽然行业需求阶段性走弱,但供给端反内卷以及龙头企业alpha将帮助部分企业扭亏为盈,储能装机带来消纳能力的增强,十五五中后期光伏需求有望修复。由于光伏消纳问题突出,倒逼国内电力市场化及调节性电源发展,储能迎海内外景气共振。储能经历25年下半年上涨后估值有所修复,关注需求超预期兑现带来下一波行情。风险因素需求不及预期风险,反内卷效果不及预期,地缘政治风险。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1385425.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["300827","BK0238","688599","LU1983299162.USD","BK0044","002150","03800","BK1594","SG9999014674.SGD","BK0256","BK1589","BK0077","600732","601865","605117","BK1169","BK1554","BK0028","BK0053","BK0235","BK0214","688223","LU1655091616.SGD","BK0102","BK0054","BK0196","BK1610","00968","BK0224","BK0037","688348","688503","IE00BZ08YR35.GBP","IE00BZ08YS42.EUR","LU1580142542.USD","688472","LU1781817850.SGD","688303","BK0020","300842","BK0071","IE00BZ08YT58.USD","600438"],"gpt_icon":0},{"id":"2593246761","title":"12月23日阿特斯涨5.22%,广发高端制造股票A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2593246761","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593246761?lang=zh_cn&edition=full","pubTime":"2025-12-23 15:34","pubTimestamp":1766475266,"startTime":"0","endTime":"0","summary":"证券之星消息,12月23日阿特斯涨5.22%,收盘报15.72元,换手率8.98%,成交量120.98万手,成交额19.03亿元。根据2025基金Q3季报公募基金重仓股数据,重仓该股的公募基金共31家,其中持有数量最多的公募基金为广发基金的广发高端制造股票A。广发高端制造股票A目前规模为44.24亿元,最新净值1.4369,较上一交易日上涨1.63%,近一年上涨6.15%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025122300019405.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["161037","BK0224","688472"],"gpt_icon":0},{"id":"2593482191","title":"储能行业点评报告:全球首款锂钠协同储能方案发布,AIDC配储增量可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2593482191","media":"华龙证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593482191?lang=zh_cn&edition=full","pubTime":"2025-12-22 20:07","pubTimestamp":1766405252,"startTime":"0","endTime":"0","summary":"全球首款锂钠协同储能方案发布。AIDC配储渗透率及配储时长有望提升,我们测算2030年AIDC配储需求或超100gwh。我们认为2026年储能市场或延续高速增长态势,AIDC配套储能系统有望迎来规模化部署高峰期,大储市场需求正向“4小时及更长时长”迁移。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222200743a6c167ab&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251222200743a6c167ab&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1610","LU1152091168.USD","LU0880133367.SGD","LU1008478684.HKD","LU1993786604.SGD","688302","300274","688599","002150","LU1152091754.HKD","LU1807302812.USD","LU0067412154.USD","300750","688472","LU1960683339.HKD","300014","BK1116","03750"],"gpt_icon":1},{"id":"2593892064","title":"阿特斯:元禾重元已减持1.50%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2593892064","media":"南方财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593892064?lang=zh_cn&edition=full","pubTime":"2025-12-22 18:22","pubTimestamp":1766398956,"startTime":"0","endTime":"0","summary":"南财智讯12月22日电,阿特斯公告,公司股东无锡元禾重元优能创业投资合伙企业(有限合伙)(简称“元禾重元”)已通过集中竞价交易和大宗交易方式累计减持公司股份54,601,378股,占公司总股本的1.50%。其中集中竞价减持36,782,173股,大宗交易减持17,819,205股。本次减持计划时间区间已届满,减持价格区间为9.60~23.49元/股,减持总金额为7.78亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512223598404169.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0224","688472"],"gpt_icon":0},{"id":"2593370178","title":"坐轮椅的清华系大佬,创出500亿光伏巨头,靠储能半年收入44亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2593370178","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593370178?lang=zh_cn&edition=full","pubTime":"2025-12-21 11:35","pubTimestamp":1766288137,"startTime":"0","endTime":"0","summary":"2019年,他正是在出差期间意外车祸导致受伤。虽然同比下滑22.60%,而同期,其他主要光伏组件厂商均陷入巨额亏损之中。的确,不追求发货量的阿特斯,当年度的组件出货量排名下滑至第七名。财报显示,2021年至2024年,阿特斯海外营收占比均值超过70%,而到2025年上半年,这一数字达到了82%。2017年,瞿晓铧牵头成立了储能部门,促使阿特斯正式踏入储能领域。据阿特斯2025年半年报,截至2025年6月,其储能业务收入达44亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221114041a4653e31&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221114041a4653e31&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4526","688472","BK4588","BK4585","BK4141","BK4519"],"gpt_icon":0},{"id":"2592916994","title":"“钢铁侠”瞿晓铧,与500亿阿特斯再迎新战斗","url":"https://stock-news.laohu8.com/highlight/detail?id=2592916994","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592916994?lang=zh_cn&edition=full","pubTime":"2025-12-19 19:45","pubTimestamp":1766144731,"startTime":"0","endTime":"0","summary":"阿特斯创始人、董事长瞿晓铧最新一条视频号的动态,是一段读书感悟,话题:自由的代价。他选择的书籍是《永恒的边缘(EdgeofEternity)》,并对一对教师情侣试图翻越柏林墙的经历颇为感慨——女友成功抵达,男友的绳索却被警察一枪打断并从高空坠落,脊椎骨折,终身瘫痪。后者的遭遇让瞿晓铧感同身受。2019年,他正是在出差期间意外车祸导致受伤。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512193596941041.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512193596941041.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0224","688472","BK4519","BK4526","BK4585","BK4588","BK4141"],"gpt_icon":0},{"id":"2592150700","title":"12月19日阿特斯现2笔折价10.19%的大宗交易 合计成交840.26万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592150700","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592150700?lang=zh_cn&edition=full","pubTime":"2025-12-19 17:47","pubTimestamp":1766137625,"startTime":"0","endTime":"0","summary":"证券之星消息,12月19日阿特斯发生大宗交易,交易数据如下:近三个月该股共发生36笔大宗交易,合计成交18.38万手,折价成交36笔。该股近期无解禁股上市。截至2025年12月19日收盘,阿特斯报收于15.11元,上涨0.8%,换手率3.71%,成交量50.04万手,成交额7.59亿元。该股近半年内有股东持股变动,合计净减持5643.22万股,股东增减持明细如下表:该股最近90天内共有9家机构给出评级,买入评级8家,增持评级1家;过去90天内机构目标均价为16.23。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2025121900027320.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688472","BK0224"],"gpt_icon":0},{"id":"2592906629","title":"阿特斯(688472.SH):累计回购1.22%股份 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20:57","pubTimestamp":1766062623,"startTime":"0","endTime":"0","summary":"格隆汇12月18日丨阿特斯(688472.SH)公布,截至本公告披露日,本次回购的12个月期限已满。公司以集中竞价交易方式累计回购公司股份45,077,212股,占公司总股本的比例为1.22%,回购成交的最高价为16.52元/股,最低价为8.34元/股,回购使用的资金总额为人民币500,608,562.12元(不含印花税、交易佣金等交易费用)。公司回购股票金额已达到回购方案中回购资金总额下限、且未超过回购资金总额上限,本次回购方案(用于注销并减少公司注册资本)实施完毕。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251218/31875486.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK0224","688472"],"gpt_icon":0},{"id":"2592671905","title":"阿特斯储能获澳大利亚408MWh订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2592671905","media":"人民财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592671905?lang=zh_cn&edition=full","pubTime":"2025-12-18 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