亿晶光电科技股份有限公司 股票交易异常波动公告 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个别及连带责任。 重要内容提示： 一、股票交易异常波动的具体情况 证券代码：600537 证券简称：亿晶光电 公告编号：2025-039 公司股票于 2025 年 7 月 7 日、7 月 8 日和 7 月 9 日连续 3 个交易日内日收 盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司对有关事项进行了核查，现将有关情况说 明如下： 亿晶光电科技股份有限公司（以下简称"公司"）股票于 2025 年 7 月 7 日、 7 月 8 日和 7 月 9 日连续 3 个交易日内日收盘价格涨幅偏离值累计超过 20%。 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 经公司自查并书面征询公司控股股东及实际控制人，截至本公告披露日，公 司及公司控股股东、实际控制人确认不存在应披露而未披露的重大信息。 市场交易风险：截至 20 ...

Core Viewpoint - Yichin Optoelectronics (600537.SH) has experienced a significant increase in stock turnover rate, indicating heightened trading activity and potential investor interest [1] Summary by Category Stock Performance - As of July 9, 2025, the company's stock turnover rate reached 21.04%, which is considerably higher than the average turnover rate over the past 20 trading days [1] - The turnover rates for the last four trading days were recorded at 33.35%, 24.31%, 16.57%, and 21.04%, showing a consistent high turnover trend [1] Investor Advisory - The company has issued a reminder to investors regarding the risks associated with secondary market trading, urging them to make rational decisions and invest cautiously [1]

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The Electric Equipment sector saw a slight increase of 0.17% [1] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [1] - The Electronic sector had the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Electric Equipment Sector Performance - In the Electric Equipment sector, 358 stocks were tracked, with 99 stocks rising and 252 stocks declining; 5 stocks hit the daily limit up [2] - The top net inflow stock was Ningde Times, with a net inflow of 378 million yuan, followed by Tongguan Copper Foil and Kelu Electronics with inflows of 219 million yuan and 178 million yuan respectively [2] - The sector experienced a total net outflow of 4.576 billion yuan, with 11 stocks seeing outflows exceeding 100 million yuan; the largest outflows were from Rongfa Nuclear Power, Sunshine Power, and Nord Shares, with outflows of 327 million yuan, 250 million yuan, and 226 million yuan respectively [2][3] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Ningde Times: +2.84%, turnover rate 0.75%, main capital flow 377.94 million yuan - Tongguan Copper Foil: +20.02%, turnover rate 48.19%, main capital flow 218.52 million yuan - Kelu Electronics: +10.06%, turnover rate 7.49%, main capital flow 178.39 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Rongfa Nuclear Power: +0.42%, turnover rate 33.08%, main capital flow -327.43 million yuan - Sunshine Power: -0.57%, turnover rate 3.01%, main capital flow -249.65 million yuan - Nord Shares: -4.98%, turnover rate 14.04%, main capital flow -226.20 million yuan [3]

Group 1 - The "anti-involution" trend is gaining momentum across various industries, including automotive, photovoltaic, cement, and steel, driven by ongoing policy efforts [2][4] - The photovoltaic sector has shown particularly strong performance, with both Hong Kong and A-shares in this sector seeing cumulative gains of over 5% in the last five trading days [2] - Key photovoltaic stocks, such as Yamaton and GCL-Poly, have experienced cumulative price increases exceeding 10% over the same period [2] Group 2 - The Chinese government has released multiple "anti-involution" policies this year, signaling a new round of supply-side reforms [4] - The Ministry of Industry and Information Technology has emphasized the need to combat "price wars" in the automotive industry, with major automotive companies committing to limit payment terms to suppliers [5] - In the photovoltaic sector, a meeting was held to address low-price competition, and significant production cuts have been announced, indicating a shift towards healthier market dynamics [5] Group 3 - Various securities firms have differing views on the sustainability of the "anti-involution" trend, with some suggesting it may only provide short-term opportunities [6][7] - Industry self-discipline and production cuts are expected to help narrow supply-demand gaps in the short term, while the overall impact of the policies may take time to materialize [7] - The potential phases of the "anti-involution" trend include initial policy-driven expectations, followed by resource price increases, but the actual realization of these phases depends on effective policy implementation and capacity reduction [7]

New Stock Offerings - 济川药业 (600566) has a tender offer period from June 18, 2025, to July 17, 2025[1] - *ST亚振 (603389) has a tender offer period from June 10, 2025, to July 9, 2025[1] - 中程退 (300208) has 7 trading days remaining until the last trading day[1] Delisting Notices - 退市锦港 (600190) has 7 trading days remaining until the last trading day[1] - 恒立退 (000622) has 4 trading days remaining until the last trading day[1] - 退市九有 (600462) has 3 trading days remaining until the last trading day[1] Abnormal Fluctuations - 北方长龙 (301357) reported severe abnormal fluctuations[1] - 浙江东日 (600113) reported abnormal fluctuations with an announcement time of June 28, 2025[1] - 诺德股份 (600110) reported abnormal fluctuations with an announcement time of June 27, 2025[1]

Group 1 - The photovoltaic equipment sector has seen a significant rise, with Guosheng Technology (603778) hitting the daily limit up, and Yijing Photovoltaic (600537) previously reaching the daily limit up [1] - Other companies such as Shouhang New Energy (301658), Yamaton (002623), Hongyuan Green Energy (603185), and Tongwei Co., Ltd. (600438) have also shown notable increases in their stock prices [1]

Market Performance - The Shanghai Composite Index reached a new high, approaching 3500 points, with a closing price of 3497.48 points, marking a significant increase in investor confidence [1] - The Shenzhen Component Index rose by 1.47%, and the ChiNext Index increased by 2.39%, with a total of 4283 stocks rising in the Shanghai and Shenzhen markets [1] Solar Energy Sector - The solar energy sector saw a substantial surge, with the overall solar concept index rising by 2.06%, and 460 constituent stocks increasing in value [3] - Notable stocks included Shihang New Energy, which hit the 20% daily limit, and several others like Tongwei Co. and Aiko Solar, which also saw significant gains [2][3] - The Ministry of Industry and Information Technology held a meeting focused on promoting high-quality development in the solar industry, indicating potential future growth [3] Technology Sector - The technology sector experienced a strong performance, particularly in the computing power supply chain, with significant gains in PCB and semiconductor stocks [4] - Key drivers included better-than-expected earnings forecasts from leading companies and the initiation of the IPO process for a major DRAM manufacturer, which positively impacted the semiconductor industry [4] Gaming Sector - The gaming sector saw a notable increase, with a 2.77% overall rise, driven by stocks like Icefire Network and Electric Soul Network [5] - The approval of 158 new games by the National Press and Publication Administration marked a significant milestone, indicating a potential boost for the industry [6] - Huawei's announcement regarding the upcoming showcase of HarmonyOS games at the 2025 ChinaJoy exhibition further highlights the sector's growth potential [5][6]

Core Viewpoint - The photovoltaic industry is experiencing a significant surge due to the "anti-involution" trend, which aims to eliminate low-price competition and promote high-quality development [1][5][6]. Group 1: Market Performance - On July 8, the A-share photovoltaic sector saw a broad rally, with stocks like Topray Solar and Tongwei Co. hitting the daily limit, while Daqo New Energy and Aiko Solar rose over 10% [1][2]. - The CSI Photovoltaic Industry Index increased by over 5% in a single day, and the photovoltaic ETF funds also saw gains of around 5% [2]. - In the Hong Kong market, the photovoltaic solar energy index rose by 6.17%, with companies like Shunfeng Clean Energy and Sunshine Energy experiencing significant increases of 30.43% and 15.48%, respectively [3][4]. Group 2: Policy and Industry Response - The surge in the photovoltaic sector is largely attributed to recent government initiatives aimed at curbing "involution" in competition, as highlighted by various government meetings and articles advocating for high-quality development [5][6]. - The Ministry of Industry and Information Technology has emphasized the need to eliminate low-price competition and improve product quality within the photovoltaic industry [5]. Group 3: Demand and Supply Dynamics - Domestic demand for photovoltaic installations surged in May 2025, with a record addition of 92.92 GW, marking a 388.03% year-on-year increase [6][8]. - However, the industry is expected to see a significant decline in installation numbers following the rush to secure policy benefits, indicating a potential return to more sustainable levels [6]. - Exports of photovoltaic components have been lackluster, with a 4% year-on-year decline in the first five months of 2025 compared to the previous year [8][10]. Group 4: Material Supply and Pricing - The price of silicon materials, which significantly impacts the photovoltaic industry, is under pressure due to high inventory levels and low demand, with current production capacity nearing its limits [15][17]. - The average price of domestic polysilicon has decreased to 35 yuan per kilogram, reflecting ongoing challenges in the supply chain [19]. - The industry faces difficulties in achieving "anti-involution" primarily at the silicon material level, while other segments like silicon wafers and modules may see easier adjustments through capacity restrictions [20].

Core Viewpoint - The silicon energy concept sector has shown significant growth, with a 4.02% increase, ranking second among concept sectors, driven by strong performances from several companies [1][2]. Group 1: Sector Performance - As of July 8, the silicon energy concept sector saw 39 stocks rise, with notable gains from Yicheng Optoelectronics, Oujing Technology, and Hongyuan Green Energy, which hit the daily limit up [1]. - The top gainers in the sector included Daqo New Energy, Dongyue Silicon Material, and Silicon Treasure Technology, with increases of 11.72%, 10.94%, and 7.53% respectively [1]. Group 2: Capital Inflow - The silicon energy concept sector experienced a net capital inflow of 2.242 billion yuan, with 29 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflows [2]. - Tongwei Co. led the net capital inflow with 636 million yuan, followed by Longi Green Energy, Shuangliang Energy, and Yicheng Optoelectronics with inflows of 517 million yuan, 229 million yuan, and 162 million yuan respectively [2]. Group 3: Stock Performance Metrics - The stocks with the highest net inflow ratios included Oujing Technology, Yicheng Optoelectronics, and Tongwei Co., with net inflow ratios of 30.55%, 24.31%, and 22.69% respectively [3]. - Notable stock performances included Tongwei Co. with a 10.00% increase and a turnover rate of 3.22%, and Longi Green Energy with a 6.46% increase and a turnover rate of 2.94% [3].

New Stock Listings - Yitang Co., Ltd. (688729) listed at an issue price of 8.45 on July 8, 2025[1] - Jichuan Pharmaceutical (600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (603389) has a tender offer period from June 10 to July 9, 2025[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 8 trading days remaining until the last trading day[1] - Hengli Tui (000622) has 5 trading days remaining until the last trading day[1] - Tui Shi Jiu You (600462) has 4 trading days remaining until the last trading day[1] Market Volatility - North China Long Dragon (301357) reported severe abnormal fluctuations[1] - Multiple stocks including ST Zhengping (603843) and Hunan Tianyan (600698) have reported abnormal fluctuations[3]