对于本期业绩重大变化的主要原因，海泰新能表示，2025年，光伏行业供需错配、低价内卷式竞争持 续，开工率维持低位，同时国内电力市场化改革不断深入，海外贸易壁垒持续加剧，光伏企业经营环境 严峻复杂。虽全球光伏新增装机量延续增长态势，但行业供需失衡状况仍未显著改善，光伏组件价格整 体处于低位，公司报告期内经营业绩亏损。 北京商报讯（记者 王蔓蕾）1月29日晚间，海泰新能（920985）发布2025年年度业绩预告显示，公司全 年预计实现归属净利润-6.8亿元至-5.8亿元，上年同期为1.82亿元。 ...

人民财讯1月21日电，企查查APP显示，近日，海泰新能(青海)新材料科技有限公司成立，注册资本5000 万元，经营范围包含：矿山机械销售；矿产资源储量评估服务；矿产资源勘查；非煤矿山矿产资源开采 等。企查查股权穿透显示，该公司由海泰新能全资持股。 ...

Group 1 - The stock price of Haitai New Energy (920985) closed at 7.71 yuan on January 15, 2026, down by 3.26%, with a turnover rate of 2.4%, a trading volume of 52,700 shares, and a transaction amount of 41.19 million yuan [1] - On January 15, the net outflow of main funds was 348.49 thousand yuan, accounting for 8.46% of the total transaction amount; the net outflow of retail funds was 105.65 thousand yuan, accounting for 2.56% of the total transaction amount [2][4] Group 2 - On January 14, Haitai New Energy and its executives were ordered to rectify by the Hebei Securities Regulatory Bureau due to violations in information disclosure [3][4]

Core Viewpoint - Recently, Tangshan Jialan Zhihydrogen Technology Development Co., Ltd. was established, indicating a growing interest in hydrogen technology and energy storage solutions in the industry [1] Company Summary - Tangshan Jialan Zhihydrogen Technology Development Co., Ltd. has a registered capital of 10 million yuan [1] - The legal representative of the company is Mei Zhixuan [1] - The company's business scope includes energy storage technology services, sales of hydrogen refueling and storage facilities, sales of pipeline transportation equipment, and sales of gas and liquid separation and purification equipment [1] Industry Summary - The establishment of the company reflects the increasing focus on hydrogen energy and related technologies within the energy sector [1] - The company is wholly owned by Haitai New Energy, indicating potential synergies and support from an established player in the energy market [1]

（文章来源：证券日报） 证券日报网讯 12月25日，海泰新能发布公告称，截至2025年12月24日，公司已将用于暂时补充流动资 金的78，803，353.93元全部归还至募集资金专用账户，使用期限自董事会、监事会审议通过之日起未 超过12个月。 ...

人民财讯12月17日电，企查查APP显示，近日，巴州智风绿能科技有限公司、巴州恒风绿能科技有限公 司成立，法定代表人均为张山，经营范围均包含：发电业务、输电业务、供(配)电业务；供电业务；太 阳能发电技术服务；风力发电技术服务等。企查查股权穿透显示，两公司均由海泰新能间接全资持股。 ...

Group 1 - The core point of the article is the establishment of Lanzhou Haitai Hydrogen Energy Technology Co., Ltd., which focuses on emerging energy technologies and hydrogen-related services [1] - The legal representative of the company is Mei Zhixuan, indicating a structured leadership [1] - The company's business scope includes research and development of new energy technologies, sales of hydrogen refueling and storage facilities, and energy storage technology services [1] Group 2 - Haitai Hydrogen Energy Technology is fully owned by Haitai New Energy, showcasing a clear ownership structure [1]

Core Viewpoint - On November 24, 2025, Haitai New Energy (920985) experienced two block trades on the Beijing Stock Exchange, with a total transaction amount of 6.7699 million yuan, indicating significant trading activity and price discount [1][2]. Group 1: Transaction Details - The highest transaction price was 6.06 yuan per share, with a total volume of 617,000 shares, resulting in a transaction amount of 3.739 million yuan, reflecting a discount of 30.18% [1][2]. - The buying brokerage was Huatai Securities Co., Ltd., Shanghai Xizang South Road Securities Branch, while the selling brokerage was China Merchants Securities Co., Ltd., Shanghai Century Avenue Securities Branch [1][2]. - A second transaction also occurred at the same price of 6.06 yuan per share, involving 500,100 shares and a transaction amount of 3.0309 million yuan, maintaining the same discount of 30.18% [1][2].

Core Viewpoint - Haitai New Energy (920985) experienced significant trading activity on November 24, with a total transaction volume of 1.1171 million shares and a transaction value of 6.7699 million yuan, at a price of 6.06 yuan, reflecting a discount of 30.18% compared to the closing price of the day [2] Trading Activity Summary - On November 24, Haitai New Energy had two large transactions, with a total volume of 111.71 thousand shares and a total value of 676.99 thousand yuan, both at a price of 6.06 yuan, which is 30.18% lower than the closing price [2] - The closing price for Haitai New Energy on the same day was 8.68 yuan, marking an increase of 0.35%, with a trading turnover rate of 0.99% and a total transaction amount of 18.9474 million yuan, indicating a cumulative decline of 10.79% over the past five days [2] Company Background - Tangshan Haitai New Energy Technology Co., Ltd. was established on April 17, 2006, with a registered capital of 309.4762 million yuan [2]

Core Viewpoint - Recently, Haitai New Energy (Guangdong) Co., Ltd. was established, indicating a strategic move in the renewable energy sector by the company [1] Group 1: Company Overview - Haitai New Energy (Guangdong) Co., Ltd. has a registered capital of 20 million yuan [1] - The legal representative of the new company is Yu Xinjie [1] - The company is involved in manufacturing and sales of power electronic components and photovoltaic equipment [1] Group 2: Ownership Structure - Haitai New Energy (Guangdong) Co., Ltd. is jointly owned by Haitai New Energy (920985) subsidiary Haitai Energy Technology (Hebei) Co., Ltd. and Huizhou Tongcheng Energy Investment Co., Ltd. [1]