证券代码：600537 证券简称：亿晶光电 公告编号：2026-014 亿晶光电科技股份有限公司 关于股票可能被实施退市风险警示的 第三次风险提示公告 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： 依据《上海证券交易所股票上市规则》（以下简称"《股票上市规则》"）第 9.3.2 条规定，亿晶光电科技股份有限公司（以下简称"公司"）股票可能被 上海证券交易所实施退市风险警示，敬请广大投资者注意投资风险。 一、可能被实施退市风险警示的原因 经公司财务部门初步测算，预计2025年度期末净资产-6,800万元到-13,000万 元。将触及《股票上市规则》第9.3.2条第一款第（二）项"最近一个会计年度经 审计的期末净资产为负值，或追溯重述后最近一个会计年度期末净资产为负值" 规定的对公司股票实施退市风险警示的情形，公司股票在2025年年度报告披露后 可能被上海证券交易所实施退市风险警示（在公司股票简称前冠以"*ST"字样）。 二、公司股票停牌情况及退市风险警示实施安排 若公司2025年度经审计的归属于上市公司股东的期 ...

证券代码：600537 证券简称：亿晶光电 公告编号：2026-013 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： 一、诉讼、仲裁事项的基本情况 根据《上海证券交易所股票上市规则》的有关规定，公司对上市公司及合并 报表范围内子公司连续十二个月内尚未披露的累计诉讼、仲裁事项进行了统计。 截至本公告披露日，连续十二个月内尚未披露的累计诉讼、仲裁案件均以上市公 1 案件所处的诉讼（仲裁）阶段：截至本公告披露日，亿晶光电科技股份有限 公司（以下简称"公司"）及合并报表范围内子公司连续十二个月内尚未披 露的累计诉讼、仲裁案件共 16 起，其中 5 起案件已结案；9 起案件在审理 阶段；2 起案件在立案阶段。 上市公司所处的当事人地位：上市公司及合并报表范围内子公司作为原告/ 申请方的案件共 1 起，诉讼、仲裁金额（部分案件未考虑延迟支付的利息及 违约金、诉讼费等，下同）合计 20,000.00 元；上市公司及合并报表范围内 子公司作为被告/被申请方的案件共 15 起，诉讼、仲裁金额合计 82,514,651.75 元 ...

Investment Rating - The report maintains a "Positive" outlook for the photovoltaic industry, expecting the industry index to outperform the market index by over 5% in the next six months [35]. Core Insights - The report suggests focusing on profit recovery driven by supply-side reforms, alpha opportunities from technological iterations, and beta trends from marginal changes in demand expectations. It emphasizes the importance of monitoring policy implementation and technical order fulfillment in the short term, while advocating for long-term investments in efficient technologies and leading companies [3]. Summary by Sections 1. Market Performance Review - During the period from February 24 to February 27, 2026, the Shanghai Composite Index increased by 1.08%, while the Shenwan Electric Equipment Index rose by 1.89%, outperforming the index by 0.81 percentage points. The photovoltaic equipment industry index increased by 1.88%, with notable performances from companies like Yijing Photovoltaic and High Measurement [11][14][18]. 2. Industry Chain Price Trends - As of February 25, 2026, the prices for key materials in the photovoltaic industry were as follows: silicon material at 55 CNY/kg (down 1 CNY/kg), silicon wafers at 1.20 CNY/piece (down 0.05 CNY/piece), battery cells at 0.44 CNY/W (down 0.01 CNY/W), and modules at 0.84 CNY/W (up 0.02 CNY/W). The prices for photovoltaic glass remained stable at 17.5 CNY/sqm for 3.2mm and 10.5 CNY/sqm for 2mm, while silver paste increased by 13.7% to 23,150 CNY/kg [21][22]. 3. Industry News - The National Energy Administration is actively promoting the integration of coal and renewable energy, supporting the development of photovoltaic and wind power industries in resource-depleted mining areas. This initiative aims to enhance the green development momentum of the coal industry and facilitate a comprehensive green transition in economic and social development [28]. - The National Energy Administration is also advancing the revision of important laws such as the Renewable Energy Law, aiming to improve the legal framework governing the energy sector and promote lawful governance in energy development [29].

Core Viewpoint - The company, Yijing Optoelectronics Technology Co., Ltd., is at risk of being delisted due to projected negative net assets for the fiscal year 2025, which may lead to a warning label on its stock [2][3]. Group 1: Reasons for Delisting Risk Warning - The company's financial department estimates that the net assets at the end of 2025 will be between -68 million and -130 million yuan, which triggers the delisting risk warning criteria under the Shanghai Stock Exchange's regulations [3]. - If the audited net assets are negative, the company's stock will be suspended from trading starting from the disclosure date of the 2025 annual report [4]. Group 2: Stock Suspension and Delisting Risk Warning Implementation - The stock will be suspended if the net assets are confirmed to be negative, with the suspension starting on the disclosure date or the next trading day if the disclosure falls on a non-trading day [4]. - The Shanghai Stock Exchange will implement the delisting risk warning within five trading days after the stock suspension, and the company will announce this one trading day prior to the warning [4]. Group 3: Previous Risk Warning Announcements - The company has issued a risk warning announcement regarding the potential delisting risk, which is the second such announcement, with another expected before the 2025 annual report disclosure [5]. Group 4: Other Matters - The financial data provided is preliminary and subject to change based on the official audited 2025 annual report [6]. - The company has also disclosed information regarding creditor applications for restructuring, which could further impact its stock status [6].

Group 1 - JunDa Co., Ltd. reached the daily limit increase, indicating strong market interest and investor confidence [1] - Other companies such as Juhe Materials, Yijing Optoelectronics, Goodway, Dike Co., Ltd., Jinlang Technology, and Zerun New Energy also experienced stock price increases, suggesting a positive trend in the sector [1]

Investment Rating - The report maintains an "Outperform" rating for the power equipment and new energy sector [1]. Core Insights - The photovoltaic industry index rose by 4.41% as of February 26, significantly outperforming the CSI 300 index, which had a return of 0.44% during the same period [8]. - The report highlights that the photovoltaic industry is currently undergoing a deep adjustment phase, with expectations for new installations in 2026 to be between 180-240 GW, following a short-term market correction [5][16]. - The industry is transitioning from scale expansion to value competition, with a focus on governance to mitigate internal competition [5][14]. Summary by Sections Industry Performance Review - The photovoltaic industry index experienced a significant rise, outperforming the CSI 300 index [8]. - Sub-sectors within the photovoltaic industry showed mixed performance, with photovoltaic modules and conductive silver paste leading the gains [10]. - Individual stock performance varied widely, with notable gains from companies like GCL-Poly Energy and JinkoSolar, while others like Sungrow Power and LONGi Green Energy faced declines [13][15]. Industry and Company Dynamics - The report discusses the implementation of a unified national electricity market system by 2030, which aims to enhance market participation and price mechanisms for renewable energy [14]. - The National Energy Administration reported that new photovoltaic installations reached 315.07 GW in 2025, with a year-on-year growth of 13.67% [17]. - The report notes that the photovoltaic industry is entering a demand off-season, with supply constraints expected to continue [5][26]. Key Data Points - In January 2026, the photovoltaic inverter bidding capacity was recorded at 1,056.29 MW, marking a low point typical of the seasonal downturn [26]. - The report indicates a significant reduction in polysilicon production, with expectations of a 15% decrease in January [28]. - The average price of polysilicon decreased slightly to 52 RMB/kg, reflecting a weak balance in supply and demand [40].

证券代码：600537 证券简称：亿晶光电 公告编号：2026-012 亿晶光电科技股份有限公司 关于股票可能被实施退市风险警示的 第二次风险提示公告 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。 二、公司股票停牌情况及退市风险警示实施安排 若公司2025年度经审计的归属于上市公司股东的期末净资产为负值，触及 《股票上市规则》第9.3.2条第一款第（二）项情形，公司股票将于2025年年度报 告披露日起开始停牌。披露日为非交易日的，于次一交易日起开始停牌。 根据《股票上市规则》规定，上海证券交易所在公司股票停牌之日后5个交 易日内，根据实际情况，对公司股票实施退市风险警示。公司将在股票被实施退 市风险警示之前一个交易日作出公告，公司股票自公告披露日后的次一交易日起 复牌。自复牌之日起，公司股票实施退市风险警示。 三、历次风险提示公告的披露情况 重要内容提示： 依据《上海证券交易所股票上市规则》（以下简称"《股票上市规则》"） 第 9.3.2 条规定，亿晶光电科技股份有限公司（以下简称"公司"）股票可 能被上海证券交易所实施退市 ...

Core Viewpoint - The company, Yijing Optoelectronics, has announced that it expects its net assets at the end of 2025 to be between -68 million and -130 million yuan, which may trigger a delisting risk warning for its stock [1] Financial Outlook - The projected net assets for 2025 are expected to be negative, which could lead to the implementation of "*ST" status by the Shanghai Stock Exchange after the annual report is disclosed [1] - If the net assets are confirmed to be negative at the end of 2025, the company's stock will be suspended from trading following the disclosure of the annual report, with the exchange making a decision on the "*ST" status within a specified timeframe [1] Risk Warnings - The company has previously issued a risk warning announcement and plans to issue another one before the annual report disclosure [1] - If a court decides to accept the company's restructuring, the stock will also face a delisting risk warning [1]

Group 1 - The core point of the article is that the team of Elon Musk has not visited Yichin Photovoltaic (亿晶光电) recently [1] Group 2 - Yichin Photovoltaic (600537.SH) confirmed on the investor interaction platform that there has been no recent visit from Elon Musk's team [1]

Group 1 - The core announcement is about Yijing Optoelectronics' change in its auditing firm for the fiscal year 2025, with the signing auditors being replaced [1] - The new signing auditors are Chen Changyuan and Yan Zhiyong, while the project partner is also changed to Chen Changyuan [1] - The changes in the auditing team will not affect the financial statements or internal control audit for the fiscal year 2025 [1]