300093 金刚光伏
已收盘 09-07 15:00:00
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股市必读：金刚光伏新发布《关于2026年限制性股票激励计划首次授予登记完成的公告》
证券之星 · 09-02
股市必读：金刚光伏新发布《关于2026年限制性股票激励计划首次授予登记完成的公告》
金刚光伏（300093）披露控股股东及其一致行动人合计持股比例被动稀释触及1%及5%整数倍的提示性公告，9月1日股价下跌0.26%
证券之星 · 09-01
金刚光伏（300093）披露控股股东及其一致行动人合计持股比例被动稀释触及1%及5%整数倍的提示性公告，9月1日股价下跌0.26%
图解金刚光伏中报：第二季度单季净利润同比增长69.46%
证券之星 · 08-26
图解金刚光伏中报：第二季度单季净利润同比增长69.46%
金刚光伏（300093）披露2026年半年度报告，8月25日股价上涨0.8%
证券之星 · 08-25
金刚光伏（300093）披露2026年半年度报告，8月25日股价上涨0.8%
深交所创业板再融资动态数据周报（2026.08.17-2026.08.23）
中金财经 · 08-25
深交所创业板再融资动态数据周报（2026.08.17-2026.08.23）
金刚光伏最新公告：延期披露2026年半年度报告至8月26日
证券之星 · 08-20
金刚光伏最新公告：延期披露2026年半年度报告至8月26日
股市必读：金刚光伏（300093）8月17日董秘有最新回复
证券之星 · 08-18
股市必读：金刚光伏（300093）8月17日董秘有最新回复
金刚光伏：公司目前主要业务包括为用户提供安全易用的智算服务
证券之星 · 08-17
金刚光伏：公司目前主要业务包括为用户提供安全易用的智算服务
金刚光伏（300093）披露控股股东部分股份质押公告，7月31日股价上涨12.27%
证券之星 · 07-31
金刚光伏（300093）披露控股股东部分股份质押公告，7月31日股价上涨12.27%
金刚光伏最新公告：孙公司签署人工智能算力技术服务合同总金额6.14亿元
证券之星 · 07-22
金刚光伏最新公告：孙公司签署人工智能算力技术服务合同总金额6.14亿元
金刚光伏子公司签署AI算力技术服务合同，总额达6.144亿元
美股速递 · 07-22
金刚光伏子公司签署AI算力技术服务合同，总额达6.144亿元
金刚光伏（300093）披露控股股东部分股份解除质押暨再质押公告，7月17日股价下跌9.99%
证券之星 · 07-17
金刚光伏（300093）披露控股股东部分股份解除质押暨再质押公告，7月17日股价下跌9.99%
中国信达、金刚光伏等在天津成立新合伙企业
南方财经网 · 07-10
中国信达、金刚光伏等在天津成立新合伙企业
金刚光伏最新公告：控股股东拟增持不低于1亿元股份
证券之星 · 07-08
金刚光伏最新公告：控股股东拟增持不低于1亿元股份
金刚光伏（300093）披露2026年第三次临时股东会决议公告，7月7日股价下跌0.22%
证券之星 · 07-07
金刚光伏（300093）披露2026年第三次临时股东会决议公告，7月7日股价下跌0.22%
股市必读：金刚光伏（300093）7月2日董秘有最新回复
证券之星 · 07-03
股市必读：金刚光伏（300093）7月2日董秘有最新回复
金刚光伏（300093）披露2026年限制性股票激励计划首次授予激励对象名单审核及公示情况说明，7月1日股价上涨3.13%
证券之星 · 07-01
金刚光伏（300093）披露2026年限制性股票激励计划首次授予激励对象名单审核及公示情况说明，7月1日股价上涨3.13%
金刚光伏（300093）披露2026年第三次临时股东会增加临时提案暨补充通知公告，6月26日股价上涨5.18%
证券之星 · 06-26
金刚光伏（300093）披露2026年第三次临时股东会增加临时提案暨补充通知公告，6月26日股价上涨5.18%
金刚光伏(300093.SZ)：拟投资建设40万千瓦风电项目
中金财经 · 06-26
金刚光伏(300093.SZ)：拟投资建设40万千瓦风电项目
金刚光伏最新公告：拟收购金塔昊飏70%股权
证券之星 · 06-26
金刚光伏最新公告：拟收购金塔昊飏70%股权
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公司概况
公司名称：
甘肃金刚光伏股份有限公司
所属行业：
非金属矿物制品业
上市日期：
2010-07-08
主营业务：
甘肃金刚光伏股份有限公司的主营业务是太阳能电池片、太阳能组件的研发、生产和销售，以及为科研和企业用户提供安全、易用、高性价比的智算算力服务。公司的主要产品是太阳能电池片、太阳能组件、智算算力服务。
发行价格：
16.20
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01:58","pubTimestamp":1788285493,"startTime":"0","endTime":"0","summary":"公司公告汇总：因本次授予导致总股本增加，控股股东及其一致行动人合计持股比例由20.08%被动稀释至19.61%，触及1%及5%整数倍变动提示线。公司公告汇总关于2026年限制性股票激励计划首次授予登记完成的公告甘肃金刚光伏股份有限公司已完成2026年限制性股票激励计划首次授予登记工作，首次授予日为2026年7月10日，上市日期为2026年9月4日。本次授予后公司总股本由540,000,000股增至552,976,000股，不会导致公司控制权变化或股权分布不符合上市条件。","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/RB2026090200002126.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300093","BK0235","BK0077","BK0102"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664576778","title":"金刚光伏（300093）披露控股股东及其一致行动人合计持股比例被动稀释触及1%及5%整数倍的提示性公告，9月1日股价下跌0.26%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664576778","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664576778?lang=zh_cn&edition=full","pubTime":"2026-09-01 22:40","pubTimestamp":1788273630,"startTime":"0","endTime":"0","summary":"截至2026年9月1日收盘，金刚光伏报收于23.45元，较前一交易日下跌0.26%，最新总市值为126.63亿元。该股当日开盘23.37元，最高23.59元，最低23.2元，成交额达1.06亿元，换手率为1.63%。近日，金刚光伏发布《关于控股股东及其一致行动人合计持股比例被动稀释触及1%及5%整数倍的提示性公告》。公告显示，因公司实施2026年限制性股票激励计划，总股本由540,000,000股增至552,976,000股，导致控股股东欧昊集团及其一致行动人合计持股比例由20.08%被动稀释至19.61%，触及1%及5%整数倍。","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/RB2026090100043234.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":["BK0077","BK0235","BK0102","300093"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662759042","title":"图解金刚光伏中报：第二季度单季净利润同比增长69.46%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662759042","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662759042?lang=zh_cn&edition=full","pubTime":"2026-08-26 02:06","pubTimestamp":1787681184,"startTime":"0","endTime":"0","summary":"证券之星消息，金刚光伏2026年中报显示，上半年度公司主营收入9059.9万元，同比下降35.18%；归母净利润-1.11亿元，同比上升60.55%；扣非净利润-1.35亿元，同比上升51.92%；其中2026年第二季度，公司单季度主营收入2244.19万元，同比下降66.35%；单季度归母净利润-4753.9万元，同比上升69.46%；单季度扣非净利润-7138.05万元，同比上升54.22%；负债率34.91%，投资收益1783.96万元，财务费用1779.09万元，毛利率-45.26%。财报数据概要请见下图:本文数据来源于金刚光伏2026年中报，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082600004623.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300093"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662758503","title":"金刚光伏（300093）披露2026年半年度报告，8月25日股价上涨0.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662758503","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662758503?lang=zh_cn&edition=full","pubTime":"2026-08-25 22:06","pubTimestamp":1787666778,"startTime":"0","endTime":"0","summary":"截至2026年8月25日收盘，金刚光伏报收于25.22元，较前一交易日上涨0.8%，最新总市值为136.19亿元。该股当日开盘24.37元，最高25.84元，最低23.56元，成交额达3.83亿元，换手率为6.77%。近日，金刚光伏披露《2026年半年度报告》。报告期末总资产为2,940,389,220.65元，较上年度末增长6.19%；归属于上市公司股东的净资产为1,916,503,672.21元，较上年度末下降4.47%。","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":"https://stock.stockstar.com/RB2026082500050130.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0102","BK0077","300093","BK0235"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662789590","title":"深交所创业板再融资动态数据周报（2026.08.17-2026.08.23）","url":"https://stock-news.laohu8.com/highlight/detail?id=2662789590","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662789590?lang=zh_cn&edition=full","pubTime":"2026-08-25 14:20","pubTimestamp":1787638801,"startTime":"0","endTime":"0","summary":"览富财经网讯：据深交所官网披露，2026 年 8 月 17 日至 8 月 23 日期间，深交所创业板再融资市场保持活跃，共有 12 家企业的再融资项目迎来关键节点，涵盖受理、问询、审核通过、注册生效及终止等多个环节，合计拟募资金额约 126.34 亿元。受理环节方面，本周共有 4 家企业获受理。问询环节方面，恒勃股份、温州宏丰2 家企业收到问询函。此外，商络电子、泰林生物2 家企业可转债项目终止(撤回)，分别拟募资 10 亿元、2.3 亿元。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202608/25/20260825779922.jpg","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202608/25/20260825779922.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/ggzixun/20260825/32346097.shtml","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":"zhongjincaijing_highlight","symbols":["BK0251","BK0042","BK0014","BK0214","300991","BK0061","BK0239","BK0024","300283","300181","300093","BK0078","BK0102","BK0235","BK0039","BK0005","BK0224","BK0146","301018","300975","BK0046","301225","BK0114","300048","300397","BK0238","BK0028","301116","BK0077","BK0250","BK0264","BK0130","300018"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660826312","title":"金刚光伏最新公告：延期披露2026年半年度报告至8月26日","url":"https://stock-news.laohu8.com/highlight/detail?id=2660826312","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660826312?lang=zh_cn&edition=full","pubTime":"2026-08-20 20:51","pubTimestamp":1787230272,"startTime":"0","endTime":"0","summary":"金刚光伏(300093.SZ)公告称，公司原定于2026年8月24日披露《2026年半年度报告》，因半年度报告工作量大、过程繁杂，为保证信息披露的准确性和完整性，经向深圳证券交易所申请，将披露时间延期至2026年8月26日。公司董事会对本次调整定期报告披露时间给投资者带来的不便深表歉意。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026082000041857.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["300093","BK0235","BK0102","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660397114","title":"股市必读：金刚光伏（300093）8月17日董秘有最新回复","url":"https://stock-news.laohu8.com/highlight/detail?id=2660397114","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660397114?lang=zh_cn&edition=full","pubTime":"2026-08-18 00:59","pubTimestamp":1786985950,"startTime":"0","endTime":"0","summary":"截至2026年8月17日收盘，金刚光伏报收于24.86元，下跌2.97%，换手率4.26%，成交量9.85万手，成交额2.44亿元。董秘最新回复投资者： 请问公司或者子公司时候有算力租赁业务？公司为优化业务结构、培育新的增长动能，公司在2025年起开展智算服务业务，逐步形成“光伏主业+智算服务”双轮驱动发展，感谢您对公司的关注。当日关注点交易信息汇总：8月17日主力资金净流入1227.25万元，占总成交额5.02%。","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/RB2026081800001341.shtml","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":"stockstar","symbols":["BK0235","BK0102","300093","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660480198","title":"金刚光伏：公司目前主要业务包括为用户提供安全易用的智算服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2660480198","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660480198?lang=zh_cn&edition=full","pubTime":"2026-08-17 20:48","pubTimestamp":1786970887,"startTime":"0","endTime":"0","summary":"证券之星消息，金刚光伏(300093)08月17日在投资者关系平台上答复投资者关心的问题。投资者提问：公司在大数据领域有应用吗金刚光伏回复：尊敬的投资者，您好！公司目前主要业务包括为用户提供安全易用的智算服务，以及太阳能电池片、太阳能组件的研发、生产和销售，感谢您对公司的关注。本文数据来源于深圳证券交易所互动易，仅供参考不构成投资建议。责任编辑：刘浩然","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":"https://stock.stockstar.com/RB2026081700032528.shtml","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":"stockstar","symbols":["BK0235","300093","BK0077","BK0102"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655354136","title":"金刚光伏（300093）披露控股股东部分股份质押公告，7月31日股价上涨12.27%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655354136","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655354136?lang=zh_cn&edition=full","pubTime":"2026-07-31 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19:19","pubTimestamp":1784719157,"startTime":"0","endTime":"0","summary":"金刚光伏(300093.SZ)公告称，公司全资孙公司金刚数海与算力客户解除原算力服务合同，原合同含税总金额3.99亿元。同时，金刚数海与北京某科技公司在北京分别签署了3份《人工智能算力技术服务合同》（统称“本合同”），金刚数海向算力客户提供算力服务项目及相关配套设施，合同服务期为60个月，合同总金额为6.14亿元（含税），按月度支付算力服务费。本次合同解除及新签不会对公司财务状况造成重大不利影响，且新合同总价较原合同增加2.15亿元，有利于提升算力业务毛利率和盈利空间。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026072200041782.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":["BK0102","300093","BK0235","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1105273383","title":"金刚光伏子公司签署AI算力技术服务合同，总额达6.144亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1105273383","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1105273383?lang=zh_cn&edition=full","pubTime":"2026-07-22 19:16","pubTimestamp":1784718976,"startTime":"0","endTime":"0","summary":"金刚光伏宣布，其子公司已签署一系列人工智能算力技术服务合同，合同总金额高达6.144亿元人民币。此举标志着公司业务向AI算力服务领域迈出了重要一步。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["300093","BK0102","BK0077","BK0235"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652289514","title":"金刚光伏（300093）披露控股股东部分股份解除质押暨再质押公告，7月17日股价下跌9.99%","url":"https://stock-news.laohu8.com/highlight/detail?id=2652289514","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2652289514?lang=zh_cn&edition=full","pubTime":"2026-07-17 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尊敬的投资者，您好！公司股票已于2026年6月12日开市起撤销退市风险警示并复牌，感谢您对公司的关注。公司公告汇总：金刚光伏完成2026年限制性股票激励计划首次授予激励对象名单公示，公示期未收到异议，董事会薪酬与考核委员会确认激励对象主体资格合法有效。","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/RB2026070300001604.shtml","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":"stockstar","symbols":["BK0077","BK0102","BK0235","300093"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648254909","title":"金刚光伏（300093）披露2026年限制性股票激励计划首次授予激励对象名单审核及公示情况说明，7月1日股价上涨3.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648254909","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2648254909?lang=zh_cn&edition=full","pubTime":"2026-07-01 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