瑞财经 赵盼盼1月8日，晶泰控股（02228.HK）发布公告称，公司拟发行28.66亿港元于2027年到期的零息可转换债券，预计发行可转换债券所得款净额约 28.37亿港元。 假设按初始转换价每股股份13.85港元悉数转换债券，则债券将转换为约2.07亿股股份，相当于公司于公告日期已发行股本总额的约4.81%，及公司悉数转换 债券后的经扩大已发行股本总额的约4.59%。 晶泰控股表示，该笔融资将用作提升公司国内及国际研发能力以及一站式解决方案提供能力；提升国内及国际商业化能力，并扩大业务发展及营销团队；通 过兴建厂房扩大国内及国际交付及研发能力；及营运资金和一般公司用途。 官网资料显示，晶泰控股起源于位于查尔斯河畔的麻省理工学院（MIT）校园，2015年由三位物理学家创立，是一家基于量子物理，以人工智能赋能和机器 人驱动的创新平台型科技公司。 ...

Core Viewpoint - JinkoSolar has announced a strategic partnership with Jingta Technology to establish a joint venture focused on the research and development of AI-based high-throughput perovskite tandem solar cells, aiming to innovate photovoltaic technology through "AI + robotics" [1] Group 1: Stock Performance - Jingta Holdings (02228) saw its stock price increase by over 7%, reaching HKD 12.16, with a trading volume of HKD 813 million [1] Group 2: Strategic Partnership - JinkoSolar and Jingta Technology have signed a strategic cooperation agreement to collaborate on next-generation photovoltaic technologies, specifically in perovskite tandem solar cells [1] - The partnership aims to accelerate the research and industrialization of disruptive technologies in the solar energy sector [1] Group 3: Financial Actions - Jingta Holdings proposed to issue HKD 28.66 billion in zero-coupon convertible bonds maturing in 2027, with an initial conversion price of HKD 13.85, representing a 20% premium over the closing price on January 7 [1] - The proceeds from the bond issuance are intended to enhance the company's domestic and international R&D capabilities, commercial capabilities, and expand its business development and marketing teams [1]

晶泰科技与晶科能源此次携手合作，将通过AI+机器人的智能化研发范式，以具有竞争力的光伏产品为 目标，共建下一代光伏实验室。双方将结合晶科的产业经验数据、晶泰的文献挖掘数据与自动化实验平 台生成的高精度数据，首次将上百种钙钛矿材料配方与复杂的薄膜制备工艺参数编码化，为项目建立专 属化的钙钛矿-晶硅叠层实验数据库。基于数据库中的材料结构、配方、工艺、表征、器件性能等关键 参数，晶泰科技将开发专属小模型与大语言模型驱动的AI研发引擎，整合多任务的深度学习模型与物 理约束(Physics-informed)的机器学习模型，实现多模态AI推理和进化迭代循环。这一AI引擎将专注于叠 层结构设计、材料筛选、电学与光学性能预测、工艺参数优化等关键任务，持续迭代出更优越的钙钛矿 叠层电池设计。 此次合作还将构建业内首条千平米级AI高通量叠层太阳能电池实验线，实验通量预计将达到1000片/ 天，带来实验通量的百倍级提升，驱动算法设计到实验验证的极速迭代。机器人工作站可自动执行前驱 体合成、薄膜制备与原位表征等关键步骤，生成的实验数据经编码化后再实时反馈给专属数据库与AI 引擎，以"设计-实验-反馈-优化"的闭环机制，一站式完成材 ...

Core Viewpoint - JinkoSolar has announced a strategic partnership with Jingtai Technology to establish a joint venture focused on the research and development of AI-based high-throughput perovskite tandem solar cells, marking a significant collaboration in next-generation photovoltaic technology [1] Group 1: Strategic Partnership - JinkoSolar and Jingtai Technology will collaborate to advance the development of perovskite tandem solar cells using AI technology [1] - The partnership aims to reshape the photovoltaic research paradigm through "AI + robotics," accelerating the development and commercialization of disruptive technologies [1] Group 2: Financial Developments - JinkoSolar plans to issue zero-coupon convertible bonds worth 28.66 billion HKD, maturing in 2027, with an initial conversion price of 13.85 HKD per share, representing a 20% premium over the closing price of 11.54 HKD on January 7 [1] - The proceeds from the bond issuance will be used to enhance the company's domestic and international R&D capabilities, improve commercialization efforts, expand business development and marketing teams, and build facilities to increase delivery and R&D capabilities [1]

Group 1 - The core viewpoint of the article highlights that Jingtai Holdings (02228) experienced a significant stock increase of over 7%, reaching HKD 12.16, with a trading volume of HKD 813 million [1] - JinkoSolar has announced a strategic cooperation agreement with Jingtai Technology to establish a joint venture focused on the research and development of AI-based high-throughput perovskite tandem solar cells [1] - This collaboration marks the beginning of in-depth synergy between the two companies in the next-generation photovoltaic technology sector, aiming to reshape photovoltaic research paradigms through "AI + robotics" [1] Group 2 - Jingtai Holdings proposed the issuance of HKD 28.66 billion zero-coupon convertible bonds maturing in 2027, with an initial conversion price of HKD 13.85, representing a premium of approximately 20% over the closing price of HKD 11.54 on January 7 [1] - The proceeds from the bond issuance are intended to enhance the company's domestic and international R&D capabilities, improve commercialization abilities, expand business development and marketing teams, and build facilities to increase domestic and international delivery and R&D capabilities [1]

在算法方面，晶泰科技打造了量子物理与AI双驱动的算法引擎，能从分子、原子层面优化钙钛矿材料及界面，高精度预测材料的能带结构、载流子迁移 率及界面缺陷态，从而设计出更高效、更稳定的材料体系，结合垂直领域大模型，无需实物实验即可从上百种材料、组分、工艺的复杂实验参数中锁定最 优解。 晶泰科技还自主研发了为AI算法引擎而生的自动化机器人数据基建。其高通量、模块化的智造线可覆盖光伏材料研发中从前驱体合成、器件制备、原位 表征、激光加工、真空蒸镀到老化测试的全链条流程闭环，替代传统的人工实验，7x24小时地快速收集高精度研发数据，并实时反馈给AI算法，形成迭 代闭环。 本次合作中，晶泰科技将基于其PatSight文献数据挖掘平台与机器人自动实验与原位表征能力，为钙钛矿-晶硅叠层打造专属的结构化实验数据库，结合量 子物理模型和垂直领域大语言模型的AI研发引擎，实现数据库-算法预测-自动化实验的闭环工作流，从而高效解决钙钛矿电池研发设计中数据稀缺且非结 构化、实验参数变量空间巨大、跨层界面的稳定性与材料寿命预测等关键挑战。 晶泰控股("晶泰"，"晶泰科技"，02228)近日宣布，与晶科能源股份有限公司(688223.SH) ...

智通财经APP获悉，晶泰控股("晶泰"，"晶泰科技"，02228)近日宣布，与晶科能源股份有限公司(688223.SH)子公司签署人工智能(AI)+自动化高通量叠层 太阳能电池研发战略合作协议，双方将共同成立合资公司，共建全球首个"AI 决策-机器人执行-数据反馈"全闭环叠层电池智造线 ，为不同的应用场景开 发高效率、高稳定性的太阳能电池产品。此举标志着两家在不同技术领域的领军者强强联合，正式开启在钙钛矿叠层等下一代光伏技术领域的深度协同。 联合实验室将突破性地通过把材料结构、配方、工艺、表征结果、器件性能等关键参数进行编码化(tokenize)，实现基于大语言模型(LLM)以及多模态AI推 理和进化的迭代循环，重塑光伏研发范式，加速颠覆性技术的产业化进程。 晶泰科技：AI赋能材料创新的破局者 晶泰科技自 2015 年成立以来，始终聚焦 AI 与材料科学的交叉创新，打造了行业领先的 AI for Science (科学智能)研发平台。通过整合量子物理算法、AI 预测模型与大规模机器人自动化实验，平台实现从微观机理到宏观实验的跨尺度创新，突破虚拟算法与真实实验间的壁垒。其智能自主实验平台拥有超 200 台自动化 ...

Core Viewpoint - Jingtai Holdings ("Jingtai", "Jingtai Technology", 02228.HK) has announced a strategic cooperation agreement with a subsidiary of JinkoSolar Holding Co., Ltd. to develop AI and automation-driven high-throughput perovskite solar cell technology [1] Group 1 - The partnership will establish a joint venture to create the world's first "AI decision-making - robotic execution data feedback" closed-loop perovskite solar cell manufacturing line [1] - The collaboration aims to develop high-efficiency and high-stability solar cell products for various application scenarios [1] - A joint laboratory will utilize a breakthrough approach by encoding key parameters such as material structure, formulation, process, characterization results, and device performance [1] Group 2 - The project will leverage large language models (LLM) and multimodal AI reasoning for iterative cycles, aiming to reshape the photovoltaic research and development paradigm [1] - The initiative is expected to accelerate the industrialization process of disruptive technologies in the solar energy sector [1]

Core Viewpoint - Crystal Technology Holdings (02228.HK) has signed a subscription agreement to issue zero-coupon convertible bonds totaling HKD 2.866 billion, maturing in 2027, with underwriters including JPMorgan, Goldman Sachs, and BofA Securities [1] Group 1: Bond Issuance Details - The company has agreed to issue bonds with a principal amount of HKD 2.866 billion, which will convert into approximately 207 million shares at an initial conversion price of HKD 13.85 per share [1] - The conversion represents about 4.81% of the company's total issued share capital as of the announcement date and approximately 4.59% of the enlarged issued share capital post-conversion [1] Group 2: Use of Proceeds - The net proceeds from the bond issuance will be used to enhance the company's domestic and international R&D capabilities and one-stop solution provision [1] - The funds will also support the improvement of domestic and international commercialization capabilities, as well as the expansion of the business development and marketing team [1] - Additionally, the proceeds will be allocated for the construction of facilities to expand domestic and international delivery and R&D capabilities, along with working capital and general corporate purposes [1]

待债券发行完成后，公司拟将发行债券的所得款项净额用作：提升公司国内及国际研发能力以及一站式 解决方案提供能力;提升国内及国际商业化能力，并扩大业务发展及营销团队;透过兴建厂房扩大国内及 国际交付及研发能力;及营运资金和一般公司用途。 晶泰控股(02228)公布，于2026年1月7日(交易时段后)，公司与经办人签署认购协议，据此，公司已同意 发行本金总额为28.66亿港元于2027年到期的零息可转换债券，而经办人已个别(而非共同)同意认购并支 付或促使认购人认购并支付该等债券的款项，惟须受认购协议所载若干条件规限。假设按初始转换价每 股股份13.85港元悉数转换债券，则债券将转换为约2.07亿股股份。 ...