格隆汇9月10日丨阳光能源(00757.HK)公告，于2025年9月10日，辽宁博芯科(作为买方，公司的间接非 全资附属公司)与锦州佑鑫(作为供应商)订立采购框架协议，据此，辽宁博芯科同意向锦州佑鑫采购石英 坩埚。 ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司（「聯交所」）對 本 公 佈 的 內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 本公佈全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 Solargiga Energy Holdings Limited 陽光能源控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號: 757） 持續關連交易 採購框架協議 採 購框架協議 董 事 會 謹 此 宣 佈，於 二 零 二 五 年 九 月 十 日（交 易 時 段 後），遼 寧 博 芯 科（作 為 買 方，本 公 司 的 間 接 非 全 資 附 屬 公 司）與 錦 州 佑 鑫（作 為 供 應 商）訂 立 採 購 框 架 協 議，期 限 自 二 零 二 五 年 九 月 十 日 起 至 二 零 二 七 年 十 二 月 三 十 一 日 止（包 括 首 尾 兩 日），據 此，遼 寧 博 芯 科 同 意 向 錦 州 佑 鑫 採 購 石 英 坩 堝。 上市規則的涵義 錦 州 佑 鑫 為 譚 鑫 先 生（董 事 會 主 席、本 公 司 首 ...

随着各部委、协会及企业的共同努力，部分环节的"反内卷"方案逐渐明晰，虽然整体仍有较大挑战，但 中金公司仍看好"反内卷"的持续推进以及板块弹性。9月是"反内卷"政策落地的重要关键时点。行业"反 内卷"、不得低于成本价销售可以帮助行业将beta修复至盈亏平衡，但成本曲线和产品、市场的差异是 提供alpha、帮助企业实现盈利的来源。 港股光伏板块逆势走低，其中，新特能源、协鑫科技跌超4%，阳光能源、福莱特玻璃跌超3%，信义玻 璃、信义能源、信义光能跌超2%，福耀玻璃、协合新能源、凯盛新能均跌超1%。 消息上，中金公司研报认为，光伏行业经历上半年抢装及三季度行业挺价后，经营压力一定程度缓解， 但债务压力仍然较大、供需关系尚未明显改善，"反内卷"必要性依旧。 | 代码 | 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | --- | | 03800 | 协鑫科技 | 1.330 | -4.32% | | 01799 | 新特能源 | 7.880 | -4.25% | | 06862 | 福菜特玻璃 | 11.600 | -3.25% | | 00757 | 阳光能源 | 0.115 | -3 ...

Group 1 - The core viewpoint of the article indicates that silicon wafer prices continue to rise, driven by strong demand and increasing raw material costs [2][3] - N-type G10L silicon wafer average transaction price is 1.28 yuan/piece, up 2.40% week-on-week; N-type G12R at 1.38 yuan/piece, up 0.73%; and N-type G12 at 1.60 yuan/piece, up 1.91% [2][4] - The overall operating rate in the industry has slightly increased, with leading companies operating at 52% and 50%, while integrated companies range from 54% to 80% [2] Group 2 - Downstream battery prices remain stable compared to last week, with mainstream battery prices at 0.28-0.29 yuan/W and component prices slightly increasing to 0.66-0.68 yuan/W, up 0.01 yuan/W week-on-week [3] - If raw material polysilicon prices continue to rise, the demand for 183 silicon wafers is expected to lead the market; however, domestic terminal component demand has not shown significant recovery [3] - The price fluctuations of various silicon wafers are based on weighted averages from 12 companies, which account for 92.77% of the domestic monocrystalline silicon wafer production in Q2 2025 [5]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 陽光能源控股有限公司 呈交日期: 2025年9月2日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00757 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | HKD | | 0.1 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 5,000,000,000 | HKD | | 0.1 | HKD | | 500,000,000 | 本月底法定/註冊股本 ...

格隆汇8月29日丨阳光能源(00757.HK)公布中期业绩，2025年上半年，集团收益录得人民币约10.22亿 元，同比减少约39.6%。收益减少主要归因于光伏组件的对外付运量减少及市场竞争激烈导致光伏组件 价格持续下降。 集团于2025年上半年的毛利率转为负毛利率0.9%。于2024年同期，毛利率为1.3%。于2025年上半年录 得毛亏约人民币880万元，而2024年同期则录得毛利约人民币2200万元。该变动主要原因为i)光伏组件 平均售价下降；及ii)产量下降导致单位固定成本上升。在实施更严格的成本控制下，部份直接营运成本 的节省减缓了此等变动。 2025年上半年，归属于母公司股东的净亏损约人民币1.09亿元，而2024年同期则录得归属于母公司股东 的净亏损约人民币1.01亿元。期内亏损主要由于集团录得毛亏及重大的应收贸易账款及合约资产减值所 致。此等亏损因行政、销售开支及融资成本减少，以及物业、厂房及设备减值较低而被大部分抵销，致 使亏损与去年同期相若。 ...

Group 1 - The company, Sunshine Energy (00757), reported revenue of 1.022 billion RMB for the six months ending June 30, 2025, representing a year-on-year decrease of 39.62% [1] - The loss attributable to shareholders of the parent company was 109 million RMB, which is an increase of 7.88% compared to the previous year [1] - The basic loss per share was 3.28 cents [1]

Group 1 - The company, Sunshine Energy (00757), reported a revenue of 1.022 billion RMB for the six months ending June 30, 2025, representing a year-on-year decrease of 39.62% [1] - The loss attributable to shareholders of the parent company was 109 million RMB, which expanded by 7.88% year-on-year [1] - The basic loss per share was 3.28 cents [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部 或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Solargiga Energy Holdings Limited 陽光能源控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：757） 截至二零二五年六月三十日止六個月的中期業績公佈 中期業績 陽 光 能 源 控 股 有 限 公 司（「本公司」）董 事（「董 事」）宣 佈 本 公 司 及 其 附 屬 公 司（統 稱 「本集團」）截 至 二 零 二 五 年 六 月 三 十 日 止 六 個 月（「期 間」或「期 內」）的 未 經 審 核 綜 合 中 期 財 務 業 績 連 同 二 零 二 四 年 同 期 的 比 較 數 據。本 集 團 中 期 簡 明 綜 合 財 務 報 表已由核數師根據香港會計師公會頒布的香港審閱委聘準則第2410號實體的獨 立核數師對中期財務資料的審閱進行審閱，及本公司審核委員會進行審閱。 中期簡明綜合損益表 | | | | 截至六月三十日止六個月 | | | --- | -- ...

[Supplementary Announcement Overview](index=1&type=section&id=%E8%A1%A5%E5%85%85%E5%85%AC%E5%91%8A%E6%A6%82%E8%BF%B0) This section provides an overview of the supplementary announcement, detailing its purpose and the context of the property, plant, and equipment impairment provision [Purpose and Background of the Announcement](index=1&type=section&id=%E5%85%AC%E5%91%8A%E7%9B%AE%E7%9A%84%E4%B8%8E%E8%83%8C%E6%99%AF) This announcement supplements the 2024 annual report, providing additional details on the RMB 107.932 million impairment provision for property, plant, and equipment - This document is a supplementary announcement to the annual report for the year ended December 31, 2024[2](index=2&type=chunk) - The announcement aims to provide additional information on the impairment provision for property, plant, and equipment[3](index=3&type=chunk) FY2024 Impairment Provision for Property, Plant, and Equipment | Metric | Amount (RMB) | | :--- | :--- | | Impairment Provision for Property, Plant, and Equipment (2024) | 107,932,000 | [Details of Impairment Provision for Property, Plant, and Equipment](index=2&type=section&id=%E7%89%A9%E4%B8%9A%E3%80%81%E5%8E%82%E6%88%BF%E5%8F%8A%E8%AE%BE%E5%A4%87%E5%87%8F%E5%80%BC%E6%8B%A8%E5%A4%87%E8%AF%A6%E6%83%85) This section details the impairment provision for property, plant, and equipment, including the reasons for impairment, valuation methods, and independent appraiser information [Analysis of Impairment Reasons](index=2&type=section&id=%E5%87%8F%E5%80%BC%E5%8E%9F%E5%9B%A0%E5%88%86%E6%9E%90) The impairment of the Group's photovoltaic module production equipment is primarily due to rapid changes in the PV industry in 2024, leading to technological obsolescence, decreased market demand, and production plan adjustments - The operating losses and temporary idle status of the subject assets are mainly due to rapid and significant changes in the photovoltaic industry market conditions and technology in 2024[4](index=4&type=chunk) [Technological Obsolescence](index=2&type=section&id=%E6%8A%80%E6%9C%AF%E8%BF%87%E6%97%B6) The subject assets, designed for older solar modules, are technically obsolete as they cannot be upgraded to produce current mainstream high-efficiency N-type modules due to fundamental differences in manufacturing processes - The subject assets are production lines specifically designed for older, outdated solar modules[7](index=7&type=chunk) - In 2024, industry market preference rapidly shifted towards more efficient, larger N-type modules[7](index=7&type=chunk) - Due to fundamental differences in manufacturing processes and equipment specifications, the subject assets cannot be upgraded to produce N-type modules, rendering them technically obsolete[7](index=7&type=chunk) [Decreased Market Demand](index=2&type=section&id=%E5%B8%82%E5%9C%BA%E9%9C%80%E6%B1%82%E4%B8%8B%E9%99%8D) Market shift to N-type modules caused a sharp decline in demand and prices for smaller, outdated modules produced by the subject assets, making their continued operation economically unfeasible - The market shift to N-type modules led to a sharp and significant decline in market demand and selling prices for the smaller, outdated modules produced by the subject assets[7](index=7&type=chunk) - The continued operation of these production lines is no longer economically viable[7](index=7&type=chunk) [Changes in Production Plan](index=2&type=section&id=%E7%94%9F%E4%BA%A7%E8%AE%A1%E5%88%92%E5%8F%98%E6%9B%B4) The Group revised its production plan to focus resources on N-type module production, resulting in the shutdown and temporary idling of obsolete production lines, which triggered the impairment assessment - The Group has revised its production plan to concentrate resources on N-type module production equipment[7](index=7&type=chunk) - Obsolete production lines have been shut down, leading to temporary idling of equipment and triggering an impairment assessment[7](index=7&type=chunk) [Independent Valuer and Valuation Methodology](index=2&type=section&id=%E7%8B%AC%E7%AB%8B%E4%BC%B0%E5%80%BC%E5%B8%88%E5%8F%8A%E4%BC%B0%E5%80%BC%E6%96%B9%E6%B3%95) The impairment assessment for the subject assets used the fair value less costs of disposal method, based on a market approach valuation performed by an independent Chinese qualified valuer, Jinxin Asset Appraisal Firm - The impairment assessment for the subject assets adopted the fair value less costs of disposal method[8](index=8&type=chunk)[11](index=11&type=chunk) - Fair value was assessed using the market approach[8](index=8&type=chunk) [Independent Valuer's Identity and Qualifications](index=2&type=section&id=%E7%8B%AC%E7%AB%8B%E4%BC%B0%E5%80%BC%E5%B8%88%E8%BA%AB%E4%BB%BD%E4%B8%8E%E8%B5%84%E8%B4%A8) The valuation of photovoltaic module production equipment was conducted by Jinxin Asset Appraisal Firm (General Partnership), a Chinese qualified valuer whose registered asset appraisers confirmed independence from the Company and its associates - The valuation was conducted by Jinxin Asset Appraisal Firm (General Partnership)[6](index=6&type=chunk) - The valuer is a Chinese qualified valuer, with the report prepared and signed by registered asset appraisers[6](index=6&type=chunk) - The valuer confirmed independence from the Company and its associates, holding no interests[6](index=6&type=chunk) [Valuation Input Data, Basis, and Assumptions](index=3&type=section&id=%E4%BC%B0%E5%80%BC%E8%BE%93%E5%85%A5%E6%95%B0%E6%8D%AE%E3%80%81%E5%9F%BA%E5%87%86%E5%8F%8A%E5%81%87%E8%AE%BE) Valuation inputs primarily included quotes and recent transaction prices for similar used PV production equipment in China, adjusted by a 30% to 34% premium to reflect differences, resulting in a recoverable amount between 0.5% and 20% of original cost - Primary input data included quotes and recent transaction prices for identical or similar used photovoltaic production equipment in China, obtained from second-hand equipment dealers[10](index=10&type=chunk) - The valuation was performed based on the assets' condition and status as of the valuation date, December 31, 2024[10](index=10&type=chunk) - Adjustments were made to the quotes (premium rates typically ranging from **30% to 34%**) to account for differences between reference assets and subject assets[10](index=10&type=chunk) Recoverable Amount as Percentage of Original Cost for Subject Assets | Metric | Percentage Range | | :--- | :--- | | Recoverable Amount as Percentage of Original Cost | 0.5% to 20% | [Reasons for Adopting Market Approach](index=4&type=section&id=%E9%87%87%E7%94%A8%E5%B8%82%E5%9C%BA%E6%B3%95%E4%B9%8B%E7%90%86%E7%94%B1) The market approach was adopted because the subject assets no longer constitute a cash-generating unit, are not expected to generate future operating cash inflows, and their primary economic benefit is their sale or scrap value - The subject assets no longer constitute a cash-generating unit and are not expected to generate any operating cash inflows in the future[14](index=14&type=chunk) - The primary economic benefit derivable from the assets is their sale or scrap value[14](index=14&type=chunk) - The market approach provides the most direct and reliable estimate of fair value less costs of disposal for the assets in their current condition by referencing observable transaction prices of similar assets[14](index=14&type=chunk) [Board of Directors Information](index=4&type=section&id=%E8%91%A3%E4%BA%8B%E4%BC%9A%E4%BF%A1%E6%81%AF) This section provides information regarding the Board of Directors, including the announcement's effect and a list of current board members [Effectiveness of Announcement and Board Members](index=4&type=section&id=%E5%85%AC%E5%91%8A%E6%95%88%E5%8A%9B%E4%B8%8E%E8%91%A3%E4%BA%8B%E4%BC%9A%E6%88%90%E5%91%98) This supplementary information should be read in conjunction with the annual report and does not affect other information contained therein, concluding with a list of the Company's current Board of Directors - The supplementary information should be read in conjunction with the annual report and does not affect other information contained therein[12](index=12&type=chunk) - The announcement lists the executive directors (Mr. Tan Xin, Mr. Wang Junze) and independent non-executive directors (Dr. Wang Yongquan, Ms. Zhong Weiheng, Ms. Tan Ying)[13](index=13&type=chunk)