SES
SES AI Corp
-0.03 (-4.53%)0.55USD8.8M成交股數186M市值–本益比(近四季)7.9股價營收比+43.8%營收年增(近四季)2026-11-12下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 30K |
| 近 180 天 淨額 | −30K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | 09-03 | Xu Kang | CHIEF TECHNOLOGY OFFICER | F 繳稅扣股 | 35.2K | 0.52 | 18K | 766K | SEC |
| 2026-05-22 | 05-27 | Pilkington Kyle | CHIEF LEGAL OFFICER | S 公開市場賣出(10b5-1) | 25.0K | 1.20 | 30K | 1.0M | SEC |
| 2026-05-18 | 05-20 | Liu Yi Ray | CHIEF FINANCIAL OFFICER | A 獲配股票 | 332K | – | – | 332K | SEC |
| 2026-05-18 | 05-20 | Luo Eric | Director | A 獲配股票 | 142K | – | – | 525K | SEC |
| 2026-05-18 | 05-20 | Ma Jiong | Director | A 獲配股票 | 142K | – | – | 525K | SEC |
| 2026-05-18 | 05-20 | Xu Kang | CHIEF TECHNOLOGY OFFICER | A 獲配股票 | 221K | – | – | 802K | SEC |
| 2026-05-18 | 05-20 | Boyd Andrew J | Director | A 獲配股票 | 142K | – | – | 438K | SEC |
| 2026-05-18 | 05-20 | Hu Qichao | CEO & CHAIRMAN | A 獲配股票 | 1.5M | – | – | 5.4M | SEC |
| 2026-05-18 | 05-20 | Pilkington Kyle | CHIEF LEGAL OFFICER | A 獲配股票 | 354K | – | – | 1.0M | SEC |
| 2026-04-14 | 04-16 | Gan Hong | CHIEF SCIENCE OFFICER | F 繳稅扣股 | 32.1K | 1.10 | 35K | 1.0M | SEC |
| 2026-04-14 | 04-16 | Pilkington Kyle | CHIEF LEGAL OFFICER | F 繳稅扣股 | 25.2K | 1.10 | 28K | 695K | SEC |
| 2026-04-14 | 04-16 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 36.1K | 1.10 | 40K | 2.3M | SEC |
| 2026-04-14 | 04-16 | Hu Qichao | CEO & CHAIRMAN | F 繳稅扣股 | 133K | 1.10 | 147K | 3.9M | SEC |
| 2026-03-27 | 03-31 | Hu Qichao | CEO & CHAIRMAN | F 繳稅扣股 | 310K | 0.99 | 307K | 4.1M | SEC |
| 2026-03-27 | 03-31 | Gan Hong | CHIEF SCIENCE OFFICER | F 繳稅扣股 | 74.7K | 0.99 | 74K | 1.1M | SEC |
| 2026-03-27 | 03-31 | Xu Kang | CHIEF TECHNOLOGY OFFICER | F 繳稅扣股 | 39.6K | 0.99 | 39K | 580K | SEC |
| 2026-03-27 | 03-31 | Pilkington Kyle | CHIEF LEGAL OFFICER | F 繳稅扣股 | 60.5K | 0.99 | 60K | 720K | SEC |
| 2026-03-27 | 03-31 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 164K | 0.99 | 162K | 2.3M | SEC |
| 2026-03-09 | 03-11 | Pilkington Kyle | CHIEF LEGAL OFFICER | S 公開市場賣出(10b5-1) | 25.0K | 1.20 | 30K | 780K | SEC |
| 2026-02-09 | 02-10 | Gan Hong | CHIEF SCIENCE OFFICER | F 繳稅扣股 | 63.3K | 1.99 | 126K | 1.1M | SEC |
| 2026-02-09 | 02-10 | Pilkington Kyle | CHIEF LEGAL OFFICER | F 繳稅扣股 | 56.1K | 1.99 | 112K | 805K | SEC |
| 2026-02-09 | 02-10 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 110K | 1.99 | 219K | 2.5M | SEC |
| 2026-02-09 | 02-10 | Hu Qichao | CEO & CHAIRMAN | F 繳稅扣股 | 268K | 1.99 | 533K | 4.4M | SEC |
| 2026-02-06 | 02-10 | Xu Kang | CHIEF TECHNOLOGY OFFICER | F 繳稅扣股 | 35.1K | 1.88 | 66K | 620K | SEC |
| 2026-01-23 | 01-23 | Gan Hong | CHIEF SCIENCE OFFICER | S 公開市場賣出(10b5-1) | 100K | 2.50 | 250K | 1.3M | SEC |
| 2026-01-23 | 01-23 | Gan Hong | CHIEF SCIENCE OFFICER | M 選擇權執行 | 100K | 0.16 | 16K | 1.4M | SEC |
| 2026-01-22 | 01-23 | Gan Hong | CHIEF SCIENCE OFFICER | S 公開市場賣出(10b5-1) | 150K | 2.50 | 375K | 1.3M | SEC |
| 2026-01-22 | 01-23 | Gan Hong | CHIEF SCIENCE OFFICER | M 選擇權執行 | 150K | 0.16 | 24K | 1.4M | SEC |
| 2025-12-15 | 12-16 | Gan Hong | CHIEF SCIENCE OFFICER | S 公開市場賣出(10b5-1) | 100K | 1.98 | 198K | 1.3M | SEC |
| 2025-12-15 | 12-16 | Gan Hong | CHIEF SCIENCE OFFICER | M 選擇權執行 | 6.7K | 0.16 | 1K | 1.4M | SEC |
| 2025-12-15 | 12-16 | Gan Hong | CHIEF SCIENCE OFFICER | M 選擇權執行 | 93.3K | 0.15 | 14K | 1.3M | SEC |
| 2025-11-17 | 11-18 | Gan Hong | CHIEF SCIENCE OFFICER | M 選擇權執行 | 150K | 0.15 | 23K | 1.4M | SEC |
| 2025-11-17 | 11-18 | Gan Hong | CHIEF SCIENCE OFFICER | S 公開市場賣出(10b5-1) | 150K | 1.90 | 285K | 1.3M | SEC |
| 2025-09-08 | 09-10 | Boyd Andrew J | Director | A 獲配股票 | 296K | – | – | 296K | SEC |
| 2025-09-03 | 09-04 | Xu Kang | CHIEF TECHNOLOGY OFFICER | F 繳稅扣股 | 39.2K | 1.09 | 43K | 655K | SEC |
| 2025-08-18 | 08-18 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 15.7K | 1.08 | 17K | 2.6M | SEC |
| 2025-08-08 | 08-11 | Pilkington Kyle | CHIEF LEGAL OFFICER | F 繳稅扣股 | 5.5K | 1.13 | 6K | 861K | SEC |
| 2025-07-16 | 07-18 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 15.7K | 0.98 | 15K | 2.6M | SEC |
| 2025-06-16 | 06-18 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 15.7K | 0.96 | 15K | 2.6M | SEC |
| 2025-05-16 | 05-20 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 15.7K | 0.94 | 15K | 2.7M | SEC |
| 2025-04-18 | 04-18 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 37.8K | 0.69 | 26K | 2.7M | SEC |
| 2025-04-18 | 04-18 | Hu Qichao | CEO & CHAIRMAN | F 繳稅扣股 | 90.0K | 0.69 | 62K | 4.7M | SEC |
| 2025-04-18 | 04-18 | Pilkington Kyle | CHIEF LEGAL OFFICER | F 繳稅扣股 | 4.6K | 0.69 | 3K | 867K | SEC |
| 2025-04-18 | 04-18 | Gan Hong | CHIEF SCIENCE OFFICER | F 繳稅扣股 | 41.3K | 0.69 | 28K | 1.3M | SEC |
| 2025-04-17 | 04-18 | Pilkington Kyle | CHIEF LEGAL OFFICER | F 繳稅扣股 | 25.3K | 0.62 | 16K | 871K | SEC |
| 2025-04-17 | 04-18 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 35.4K | 0.62 | 22K | 2.7M | SEC |
| 2025-04-17 | 04-18 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 15.7K | 0.64 | 10K | 2.7M | SEC |
| 2025-04-17 | 04-18 | Hu Qichao | CEO & CHAIRMAN | F 繳稅扣股 | 135K | 0.62 | 84K | 4.7M | SEC |
| 2025-04-17 | 04-18 | Gan Hong | CHIEF SCIENCE OFFICER | F 繳稅扣股 | 30.9K | 0.62 | 19K | 1.3M | SEC |
| 2025-04-17 | 04-18 | Li Gang | CHIEF MANUFACTURING OFFICER | F 繳稅扣股 | 20.8K | 0.62 | 13K | 354K | SEC |
| 2025-04-01 | 04-01 | Li Gang | CHIEF MANUFACTURING OFFICER | A 獲配股票 | 150K | – | – | 374K | SEC |
| 2025-03-28 | 04-01 | Luo Eric | Director | A 獲配股票 | 160K | – | – | 383K | SEC |
| 2025-03-28 | 04-01 | Ma Jiong | Director | A 獲配股票 | 160K | – | – | 383K | SEC |
| 2025-03-28 | 04-01 | NOONEN MICHAEL | Director | A 獲配股票 | 160K | – | – | 383K | SEC |
| 2025-03-28 | 04-01 | Xu Kang | CHIEF TECHNOLOGY OFFICER | A 獲配股票 | 250K | – | – | 694K | SEC |
| 2025-03-28 | 04-01 | Gan Hong | CHIEF SCIENCE OFFICER | A 獲配股票 | 500K | – | – | 1.3M | SEC |
| 2025-03-28 | 04-01 | Pilkington Kyle | CHIEF LEGAL OFFICER | A 獲配股票 | 400K | – | – | 897K | SEC |
| 2025-03-28 | 04-01 | Nealis Jing | CHIEF FINANCIAL OFFICER | A 獲配股票 | 950K | – | – | 2.8M | SEC |
| 2025-03-28 | 04-01 | Hu Qichao | CEO & CHAIRMAN | A 獲配股票 | 2.1M | – | – | 4.9M | SEC |
| 2025-03-28 | 04-01 | Choi Jangwook | Director | A 獲配股票 | 160K | – | – | 383K | SEC |
| 2025-03-17 | 03-18 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 11.1K | 0.44 | 5K | 1.8M | SEC |
| 2025-02-17 | 02-19 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 12.6K | 1.02 | 13K | 1.8M | SEC |
| 2025-02-10 | 02-11 | Nealis Jing | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 81.0K | 1.17 | 95K | 1.8M | SEC |
| 2025-02-10 | 02-11 | Pilkington Kyle | CHIEF LEGAL OFFICER | S 公開市場賣出(10b5-1) | 44.1K | 1.17 | 52K | 497K | SEC |
| 2025-02-10 | 02-11 | Hu Qichao | CEO & CHAIRMAN | S 公開市場賣出(10b5-1) | 194K | 1.17 | 228K | 2.8M | SEC |
| 2025-02-10 | 02-11 | Li Gang | CHIEF MANUFACTURING OFFICER | S 公開市場賣出(10b5-1) | 15.9K | 1.17 | 19K | 224K | SEC |
| 2025-02-10 | 02-11 | Xu Kang | CHIEF TECHNOLOGY OFFICER | S 公開市場賣出(10b5-1) | 28.0K | 1.17 | 33K | 444K | SEC |
| 2025-02-10 | 02-11 | Gan Hong | CHIEF SCIENCE OFFICER | S 公開市場賣出(10b5-1) | 51.6K | 1.17 | 60K | 774K | SEC |
| 2025-01-16 | 01-17 | Nealis Jing | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 50.0K | 1.02 | 51K | 1.9M | SEC |
| 2025-01-16 | 01-17 | Nealis Jing | CHIEF FINANCIAL OFFICER | M 選擇權執行 | 50.0K | 0.16 | 8K | 2.0M | SEC |
| 2025-01-16 | 01-17 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 12.7K | 1.04 | 13K | 1.9M | SEC |
| 2024-12-26 | 12-27 | Nealis Jing | CHIEF FINANCIAL OFFICER | M 選擇權執行 | 150K | 0.16 | 24K | 2.1M | SEC |
| 2024-12-26 | 12-27 | Nealis Jing | CHIEF FINANCIAL OFFICER | S 公開市場賣出(10b5-1) | 150K | 1.02 | 153K | 1.9M | SEC |
| 2024-12-18 | 12-19 | SK INC. | TenPercentOwner | S 公開市場賣出 | 400K | 0.42 | 168K | 31.8M | SEC |
| 2024-12-17 | 12-19 | SK INC. | TenPercentOwner | S 公開市場賣出 | 326K | 0.38 | 124K | 32.2M | SEC |
| 2024-12-16 | 12-18 | Nealis Jing | CHIEF FINANCIAL OFFICER | F 繳稅扣股 | 11.0K | 0.41 | 5K | 1.9M | SEC |
| 2024-12-16 | 12-17 | SK INC. | TenPercentOwner | S 公開市場賣出 | 500K | 0.40 | 200K | 32.6M | SEC |
| 2024-12-13 | 12-17 | SK INC. | TenPercentOwner | S 公開市場賣出 | 418K | 0.39 | 163K | 33.1M | SEC |
| 2024-12-12 | 12-13 | SK INC. | TenPercentOwner | S 公開市場賣出 | 116K | 0.42 | 49K | 33.5M | SEC |
| 2024-12-11 | 12-13 | SK INC. | TenPercentOwner | S 公開市場賣出 | 300K | 0.44 | 132K | 33.6M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 18.9M | 18.2M | 新進 | 新進 |
| Artemis Investment Management LLP | 133K | 13.7M | 新進 | 新進 |
| Invesco Ltd. | 10.3M | 9.9M | 新進 | 新進 |
| STATE STREET CORP | 9.6M | 9.2M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | 9.2M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 6.6M | 6.4M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 5.7M | 5.5M | 新進 | 新進 |
| Temasek Holdings (Private) Ltd | 3.2M | 3.0M | 新進 | 新進 |
| General Motors Holdings LLC | 2.9M | 2.8M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.1M | 2.1M | 新進 | 新進 |
| NORTHERN TRUST CORP | 2.0M | 1.9M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | 1.9M | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 1.7M | 1.7M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 1.7M | 1.6M | 新進 | 新進 |
| UBS Group AG | 866K | 831K | 新進 | 新進 |
| XTX Topco Ltd | 792K | 761K | 新進 | 新進 |
| Bank of New York Mellon Corp | 699K | 671K | 新進 | 新進 |
| Inspire Investing, LLC | 696K | 668K | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 623K | 599K | 新進 | 新進 |
| Kestra Advisory Services, LLC | 619K | 594K | 新進 | 新進 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 453K | 435K | 新進 | 新進 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 451K | 433K | 新進 | 新進 |
| FIL Ltd | 400K | 384K | 新進 | 新進 |
| Nuveen, LLC | 334K | 320K | 新進 | 新進 |
| HITE Hedge Asset Management LLC | 306K | 294K | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 130 -11 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 130 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 90.2M · 26.8% |
| 合計季末市值 | 98.3M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 44.5M |
|---|---|
| 與上期比 | +2.6% |
| 佔流通股數 | 13.22% |
| 日均成交量 | 9.5M |
| 回補天數 | 4.7 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 44.5M | +2.6% | 13.22% | 9.5M | 4.7 |
| 2026-08-14 | 43.3M | -2.0% | 12.89% | 16.8M | 2.6 |
| 2026-07-31 | 44.2M | +32.1% | 13.15% | 21.5M | 2.1 |
| 2026-07-15 | 33.5M | +8.4% | 9.95% | 13.2M | 2.5 |
| 2026-06-30 | 30.9M | +39.3% | 9.18% | 13.0M | 2.4 |
| 2026-06-15 | 22.2M | -3.3% | 6.59% | 6.7M | 3.3 |
| 2026-05-29 | 22.9M | -0.1% | 6.82% | 10.8M | 2.1 |
| 2026-05-15 | 23.0M | +33.4% | 6.82% | 13.1M | 1.8 |
| 2026-04-30 | 17.2M | +22.6% | 5.12% | 10.1M | 1.7 |
| 2026-04-15 | 14.0M | +7.5% | 4.17% | 6.2M | 2.3 |
| 2026-03-31 | 13.1M | +8.5% | 3.88% | 4.8M | 2.7 |
| 2026-03-13 | 12.0M | -15.6% | 3.58% | 15.7M | 1.0 |
| 2026-02-27 | 14.3M | +2.3% | 4.24% | 5.9M | 2.4 |
| 2026-02-13 | 13.9M | +17.1% | 4.15% | 5.8M | 2.4 |
| 2026-01-30 | 11.9M | +21.7% | 3.54% | 8.5M | 1.4 |
| 2026-01-15 | 9.8M | +5.9% | 2.91% | 6.0M | 1.6 |
| 2025-12-31 | 9.2M | +5.6% | 2.75% | 5.5M | 1.7 |
| 2025-12-15 | 8.8M | +66.0% | 2.60% | 7.2M | 1.2 |
| 2025-11-28 | 5.3M | +24.7% | 1.57% | 6.9M | 1.0 |
| 2025-11-14 | 4.2M | +0.2% | 1.26% | 11.6M | 1.0 |
| 2025-10-31 | 4.2M | -48.1% | 1.25% | 19.1M | 1.0 |
| 2025-10-15 | 8.1M | +61.9% | 2.42% | 30.3M | 1.0 |
| 2025-09-30 | 5.0M | +31.0% | 1.49% | 16.8M | 1.0 |
| 2025-09-15 | 3.8M | -6.5% | 1.14% | 4.2M | 1.0 |
| 2025-08-29 | 4.1M | -33.4% | 1.22% | 4.0M | 1.0 |
| 2025-08-15 | 6.2M | +27.9% | 1.83% | 7.2M | 1.0 |