智通财经APP讯，安彩高科(600207.SH)发布公告，经公司财务部门初步测算，预计2025年度归属于上 市公司股东的净利润为负值，公司2025年度经营业绩将出现亏损。 ...

机构持仓方面，截止2025年9月30日，安彩高科十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股597.23万股，相比上期增加60.07万股。 责任编辑：小浪快报 安彩高科所属申万行业为：电力设备-光伏设备-光伏辅材。所属概念板块包括：小盘、储能、低价、 BIPV概念、太阳能等。 截至11月20日，安彩高科股东户数4.25万，较上期减少5.18%；人均流通股25642股，较上期增加 5.46%。2025年1月-9月，安彩高科实现营业收入24.56亿元，同比减少29.03%；归母净利润-3.58亿元， 同比减少297.65%。 分红方面，安彩高科A股上市后累计派现7.48亿元。近三年，累计派现0.00元。 1月6日，安彩高科盘中上涨2.17%，截至09:38，报5.19元/股，成交1654.27万元，换手率0.30%，总市值 56.54亿元。 资金流向方面，主力资金净流入149.72万元，特大单买入125.13万元，占比7.56%，卖出103.00万元，占 比6.23%；大单买入253.83万元，占比15.34%，卖出126.23万元，占比7.63%。 安彩高科今年以来股价涨0.78%，近5个交易 ...

Core Insights - The photovoltaic sector experienced a rebound due to three factors: price bottoming out, policy-driven capacity reduction, and high demand growth [1] - Major silicon wafer companies raised prices significantly, with N-type silicon wafer prices increasing by 2.6% to 9.2% [1] - The National Development and Reform Commission announced plans to eliminate inefficient capacity in the photovoltaic industry, improving long-term profitability expectations [1] - As of the end of November, China's solar installed capacity reached 116 million kilowatts, a year-on-year increase of 41.9% [1] Company Insights - JunDa Co., a leading photovoltaic battery company, focuses on technological innovation and has achieved a laboratory efficiency of over 32% for perovskite tandem batteries, positioning itself for overseas market expansion [1] - The company plans to increase its overseas sales to over 50% by Q3 2025, with North America being a key market for expansion [1] - JunDa is also investing in space perovskite battery technology through its investment in Shangyi Optoelectronics, targeting the aerospace market [1] - Dongfang Risen has developed the Hyper-ion HJT module, achieving a maximum power of 741W and a conversion efficiency of 23.90%, with over 10GW shipped [2] - The company aims to maintain its market advantage through continuous technological advancements and cost control measures [2] - Xiexin Integrated has developed a dual-source heat pump system that operates in extreme low temperatures, improving energy efficiency by approximately 25% compared to traditional systems [4] - The company is focusing on technological innovation and cost reduction to enhance its core competitiveness amid rising material costs [4] - Zhonglai Co. produces TOPCon batteries for high-efficiency photovoltaic modules, which can be applied in various photovoltaic power plants [5] - SunPower has begun exporting photovoltaic products to Europe and plans to expand into overseas markets, particularly along the Belt and Road Initiative [5] - Nanfang Glass has established a photovoltaic glass manufacturing base in Egypt to enhance its international competitiveness and align with the Belt and Road Initiative [7] - The company aims to integrate resources related to "new energy materials" to strengthen its platform functionality and core competitiveness [7][8]

Investment Rating - The industry rating is "Overweight" (first-time) [6] Core Insights - The report highlights the acquisition of 100% equity of Henan High Purity Minerals by AnCai High Technology, which occurred in September 2025. This acquisition aims to enhance the production and sales of high-purity quartz materials essential for semiconductor, photovoltaic, and optical fiber communication industries [6] - Quartz Co. has successfully mass-produced and sold various high-end quartz material products, including semiconductor-grade quartz tubes, rods, and ingots, as of November 27, 2025. These products are crucial for key processes in semiconductor manufacturing [6] - The establishment of high-purity quartz as the 174th new mineral type in China, announced in April 2025, signifies a breakthrough in domestic mineral resources, with purity levels not lower than 99.995%. This development is expected to strengthen the resilience and security of the domestic supply chain [6] Summary by Sections - **Recent Industry Performance**: The industry has shown a relative return of 6.65% over the past 12 months, with an absolute return of 23.5% [3] - **Investment Highlights**: The acquisition by AnCai High Technology and the production capabilities of Quartz Co. are pivotal developments, indicating a growing market for high-purity quartz materials [6] - **Market Demand**: High-purity quartz is characterized by its high-temperature resistance, corrosion resistance, low thermal expansion, high insulation, and transparency, making it indispensable for semiconductor and photovoltaic industries [6] - **New Mineral Classification**: The recognition of high-purity quartz as a new mineral type is expected to foster the development of new production capabilities and enhance the domestic supply chain [6]

证券代码：600207 证券简称：安彩高科 公告编号：临 2025-054 河南安彩高科股份有限公司 关于为控股子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | | 担保余额（不含本 次担保金额） | | 额度内 | 反担保 | | --- | --- | --- | --- | --- | --- | | 被担保人名称 焦作安彩新材料有 限公司 | 本次担保金额 30,000 万元 | 实际为其提供的 0 | 万元 | 是否在前期预计 是 | 本次担保是否有 否 | 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（万元） | 38,831.14(含本次担保额度) | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | 14.11 | | 特别风险提示（如有请勾选） | □担保金额（含本次）超过上市公司最近一 | | | 期经审计净资产 50% | | ...

Group 1 - The photovoltaic glass index increased by 2.02% during intraday trading on December 26 [1] - Among the constituent stocks, Delixi Co., Ltd. rose by 6.04%, Dongfang Risheng increased by 5.05%, Hainan Development grew by 3.63%, Fuyao Glass gained 2.03%, and Ankai High-Tech climbed by 1.54% [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600207 证券简称：安彩高科 编号：临2025-053 河南安彩高科股份有限公司 关于董事会延期换届及独立董事任期届满的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、公司董事会延期换届情况 河南安彩高科股份有限公司（以下简称"公司"）第八届董事会任期将于2026年1月10日届满，目前公司 董事会换届工作正在筹备中，公司预计在原定任期届满前无法完成董事会的换届工作。为保障公司董事 会工作的稳定性和连续性，公司董事会将延期换届，公司第八届董事会及董事会下设各专门委员会和公 司高级管理人员的任期相应顺延，继续履行其义务和职责。 公司董事会的延期换届不会影响公司的正常经营，公司将按规定尽快完成董事会的换届工作，并及时履 行信息披露义务。 二、公司独立董事任期届满情况 根据《公司法》《上市公司独立董事管理办法》及《公司章程》等相关规定，独立董事连续任职不得超 过六年。公司现任独立董事刘耀辉先生自2019年12月27日起担任公司独立董事，至2025年12月26日连 ...

河南安彩高科股份有限公司 关于董事会延期换届及独立董事任期届满的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、公司董事会延期换届情况 证券代码：600207 证券简称：安彩高科 编号：临 2025-053 公司董事会的延期换届不会影响公司的正常经营，公司将按规定尽快完成董 事会的换届工作，并及时履行信息披露义务。 二、公司独立董事任期届满情况 根据《公司法》《上市公司独立董事管理办法》及《公司章程》等相关规定， 独立董事连续任职不得超过六年。公司现任独立董事刘耀辉先生自 2019 年 12 月 27 日起担任公司独立董事，至 2025 年 12 月 26 日连任公司独立董事时间将达 到六年。目前公司董事会成员 8 名，其中独立董事 3 名，刘耀辉先生届满离任将 导致公司独立董事人数少于董事会成员三分之一。根据《公司法》和《公司章程》 等相关规定，刘耀辉先生将继续履行其独立董事及董事会相关专门委员会委员职 责，直至公司股东会选出新的独立董事。 特此公告。 河南安彩高科股份有限公司董事会 2025 年 12 月 26 ...

Group 1 - The core viewpoint of the news is that the Henan state-owned enterprise reform sector experienced a significant increase of 1.87% on December 24, with Hezhong Sijuan leading the gains [1] - The Shanghai Composite Index closed at 3940.95, up 0.53%, while the Shenzhen Component Index closed at 13486.42, up 0.88% [1] - The top-performing stocks in the Henan state-owned enterprise reform sector included Hezhong Sijuan, which rose by 9.96% to a closing price of 11.37, and Rongke Technology, which increased by 9.91% to 31.72 [1] Group 2 - The net inflow of main funds in the Henan state-owned enterprise reform sector was 189 million yuan, while retail funds saw a net outflow of 9.36 million yuan [2] - The stock with the highest net inflow from main funds was Hezhong Sijuan, with a net inflow of 253 million yuan, accounting for 50.97% of the total [3] - Other notable stocks included Yuguang Jinlead, which had a net inflow of 39.30 million yuan, and Xinxiang Chemical Fiber, with a net inflow of 17.53 million yuan [3]

证券日报网讯12月23日，安彩高科（600207）在互动平台回答投资者提问时表示，截至目前，公司未筹 划与超聚变有关的重组事项。公司将按照相关规定履行信息披露义务。 ...