一期项目于2022年11月开工，2023年7月开始陆续投产，但2024年10月开始便陆续停产，二三期项目尚 未启动。2025年12月，全椒经济开发区管理委员会就该项目向亿晶光电及下属子公司发出听证通知，拟 解除投资协议并追讨1.4亿元相关款项，并追究代建费用、租金及资金占用成本等违约责任。 笔者留意到，为推动上述投资落地，全椒县可谓倾尽全力，曾将亿晶光电奉为座上宾。2022年的公告显 示，全椒县成立了由县委、县政府主要负责同志牵头的项目工作专班，全力推进项目建设。但这场曾被 寄予厚望的"双向奔赴"，仅三年便走向分道扬镳。问题出在哪里？ 事后复盘，地方政府做大蛋糕的冲动盖过了理性的考量。一是可行性研判流于表面，盲目追求百亿投资 规模，未充分评估光伏行业周期性风险与企业履约能力；二是协议过于笼统，该协议本身就只是总框架 协议，对双方出资进度、产能落地等缺乏明确考核，后续在项目开展过程中，相关方还要就项目分阶段 另行签署补充协议和相关协议。越是不完整充分的协议，后续厘定责任的难度就越大，约束的效力就越 弱。 2022年9月，上市光伏企业亿晶光电与安徽省全椒县人民政府达成合作，规划投资超100亿元，建设三期 项目。其 ...

湖北宜化：向不特定对象发行可转债申请获深交所受理 12月29日，湖北宜化(000422)发布公告称，公司于12月26日收到深交所通知，深交所对公司报送的向不 特定对象发行可转换公司债券的申请文件进行了核对，认为申请文件齐备，决定予以受理。 通业科技：拟5.61亿元购买思凌科91.69%股份 12月29日，通业科技(300960)发布公告称，公司拟通过支付现金的方式向黄强、思凌厚德等22名交易对 方购买其合计持有的北京思凌科半导体技术有限公司（简称"思凌科"）91.69%股份，交易价格5.61亿 元。同时，公司控股股东、实际控制人及其一致行动人拟向思凌科实际控制人控制的企业转让公司6% 股份，每股转让价格21.67元。思凌科主营业务为电力物联网通信芯片及相关产品的研发、设计与销 售，主要产品包括电网高速电力线载波（HPLC）通信芯片及模块、电网高速双模（HDC）通信芯片及 模块。 恒瑞医药：与翰森制药签署独家许可协议 12月29日，恒瑞医药(600276)发布公告称，公司与翰森制药签署《独家许可协议》，将公司SHR6508项 目有偿许可给翰森制药，翰森制药须向公司支付首付款3000万元，公司有资格获得监管里程碑 ...

Group 1: Company News - Shengyuan Environmental Protection's subsidiary incurred a loss of approximately 46.92 million yuan from a private equity investment, representing a decline of 81.54% in net value, exceeding 10% of the company's audited net profit for the last fiscal year [1] - CATL announced plans to widely apply sodium batteries in various sectors including battery swapping, passenger vehicles, commercial vehicles, and energy storage in 2026, indicating a new trend of "sodium-lithium dual stars" [3] - Yicheng Optoelectronics received a hearing notice regarding a 140 million yuan capital recovery due to failure to fulfill investment agreements for a solar project in Anhui Province [12] - ST Huluwawa is under investigation by the CSRC for suspected information disclosure violations, with the chairman facing scrutiny for failing to timely disclose performance forecasts [14] - Longjiang Pharmaceutical Holdings is facing administrative penalties for financial fraud, with a proposed fine of 10 million yuan for the company and 31 million yuan for 14 responsible individuals [15] - Hainan Huatie was fined 8 million yuan for incomplete disclosure of significant contract terms and failure to timely report contract changes [17] - Vanke A extended the grace period for the repayment of its 2022 mid-term notes to 30 trading days, allowing for potential resolution of the repayment issue [18] - Jiga Development received a debt waiver of 378 million yuan from its controlling shareholder and related parties, which is unconditional and irrevocable [19] - Kweichow Moutai plans to reduce the supply of high-value products in 2026 and will stop using distribution methods, aiming to stabilize prices [20] Group 2: Industry Dynamics - The scale of China's ETFs has surpassed 6 trillion yuan, marking a growth of over 60% from the beginning of the year, with 1,381 ETFs now available [6] - Four major lithium iron phosphate companies announced production cuts of 35%-50% in January 2026, affecting approximately 50% of the market share [7] - Demand for lithium batteries in the new energy vehicle sector showed significant weakness in November, with production growth of only 23% compared to a 13% increase in retail [9]

要闻速递 4、工信部人形机器人与具身智能标准化技术委员会成立 1、沪深交易所：降费！ 12月26日，中国资本市场迎来政策利好，沪深交易所同步发布通知，宣布推出2026年度系列降费措施。 这不仅是资本市场落实中央经济工作会议精神的具体行动，更是一场"真金白银"的及时雨。 据初步测算，两大交易所预计降费总金额将超过19亿元人民币（其中上交所约11.13亿元，深交所超8亿 元）。政策覆盖了股票、基金、债券等主要品种，贯穿了上市、交易、服务等全环节。 2、官方明确：明年继续"国补" 全国财政工作会议12月27日至28日在北京召开。会议指出，2026年继续实施更加积极的财政政策。财政 部部长蓝佛安表示，明年财政将大力提振消费。深入实施提振消费专项行动，继续安排资金支持消费品 以旧换新，调整优化补贴范围和标准。 3、央行：显著提高各类中长期资金实际投资A股的规模和比例 近日，中国人民银行发布了《中国金融稳定报告（2025）》。报告提出，下一步，中国证监会、财政 部、人力资源社会保障部、中国人民银行、金融监管总局等相关部门将立足大局，加强协作，形成合 力，在中央金融办统筹协调下，进一步提升工作的前瞻性、主动性和针对性，着力 ...

机构认为，短期来看，市场结构特征有望延续，量能或是行情的关键信号。 【财经日历】 中国贸促会召开12月例行新闻发布会 日本央行公布12月货币政策会议审议委员意见摘要 当地时间上周五，美股三大股指在清淡交易中徘徊于历史高点附近。截至收盘，道指跌0.04%，纳指跌0.09%，标普500指数跌0.03%，盘中创新高。 个股方面，人工智能芯片巨头英伟达涨1.02%，此前该公司宣布与初创企业格罗克（Groq）达成芯片技术授权协议，并计划聘任格罗克首席执行官加盟。 明星科技股分化，甲骨文涨0.25%，亚马逊涨0.06%，微软跌0.1%，苹果和谷歌跌0.2%，Meta跌0.6%，特斯拉跌2.1%。 零售巨头塔吉特涨3.13%，据报道，该公司正面临对冲基金TCIM资本投资管理公司的施压，后者已持有塔吉特大量股份。 纳斯达克中国金龙指数收涨0.72%，阿里巴巴涨1.5%，拼多多涨1.4%，百度涨1.2%，京东涨0.8%，网易涨0.7%。 国际油价走低，WTI原油近月合约跌2.76%，报56.74美元/桶，布伦特原油近月合约跌2.57%，报60.64美元/桶。 贵金属市场大幅上扬，纽约商品交易所12月交割的COMEX黄金期货涨1 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 ● 涉及金额：本次听证程序尚未开展，最终涉及金额暂时无法确定。 ● 是否会对上市公司损益产生负面影响：目前听证程序尚未开展，公司将积极应对，依法行使陈述、申 辩权利，积极维护公司及全体股东特别是中小股东的合法权益。本次听证对公司本期利润或期后利润产 生的影响尚不确定。 亿晶光电科技股份有限公司于近日收到全椒县经济开发区管理委员会发来的《听证通知书》（编号： 005），现将相关情况公告如下： 一、本次事项的基本情况 重要内容提示： ● 本事项所处的阶段：亿晶光电科技股份有限公司（以下简称"公司"）于近日收到全椒经济开发区管理 委员会拟对公司及下属子公司常州亿晶光电科技有限公司（以下简称"常州亿晶"）、滁州亿晶光电科技 有限公司（以下简称"滁州亿晶"）作出行政决定的听证通知书，公司已经申请进行听证，目前尚未开展 听证程序。 ● 上市公司所处的当事人地位：公司及下属子公司常州亿晶、滁州亿晶为本次拟被作出行政决定及合同 履约争议的当事人。 ...

Core Viewpoint - Yichin Photovoltaic has faced a potential breach of contract due to delays in the construction of its photovoltaic project in Chuzhou, leading to a notice from the local government to revoke investment agreements and recover 140 million yuan [1][2]. Group 1: Project Status and Financial Implications - The photovoltaic project in Chuzhou, which includes a planned annual production of 10GW of solar cells, 10GW of solar wafers, and 10GW of solar modules, has not progressed as per the agreement, with only 7.5GW of the solar cell capacity completed [2]. - The local government has decided to pursue the recovery of 140 million yuan in paid-in capital from Yichin Photovoltaic due to the company's failure to fulfill its contractual obligations [2]. - The project was initially expected to have a total investment exceeding 10 billion yuan, with the first phase alone estimated at around 5 billion yuan [4]. Group 2: Government Support and Commitments - The local government had previously committed to various incentives and support for the project, including the establishment of a project task force to facilitate approvals and construction [4]. - The government promised to provide additional land and benefits for future manufacturing projects by Yichin Photovoltaic, contingent upon timely investment and production commencement [5]. - The agreements stipulated that any changes to the project company’s registered address or tax allocations would require written consent from the government [6]. Group 3: Company Response and Future Actions - Yichin Photovoltaic has filed for a hearing to contest the government's decision and aims to protect the rights of the company and its shareholders [3]. - The outcome of the hearing process remains uncertain, indicating potential future developments in the company's legal and operational status [3].

Market News - The Ministry of Finance announced that a more proactive fiscal policy will continue in 2026, focusing on expanding fiscal expenditure, optimizing government bond tools, enhancing transfer payment efficiency, and improving expenditure structure [3] - The National Bureau of Statistics will release the December PMI data on December 31, with November's manufacturing PMI at 49.2%, a slight increase of 0.2 percentage points from October [4] - The People's Bank of China aims to significantly increase the scale and proportion of various long-term funds invested in A-shares, promoting a virtuous cycle between capital market stability and high-quality economic development [6] - The Shanghai and Shenzhen Stock Exchanges announced a series of fee reduction measures for 2026, expected to save over 1.9 billion yuan in total [7] Sector Developments - The Ministry of Industry and Information Technology established a standardization committee for humanoid robots and embodied intelligence, focusing on key technologies and industry standards [11] - The 2025 Shenzhen Brain Conference aims to create a platform for industry integration and innovation [13] - The 2025 China Green Hydrogen Industry Conference will discuss policies and technological breakthroughs that will impact the green hydrogen industry chain [14] Individual Stock Events - CATL plans to apply sodium batteries on a large scale in various sectors including battery swapping and energy storage in 2026 [17] - Xiaomi's co-founder plans to reduce holdings of up to $2 billion in B-class common stock [17] - ST Huluwawa and its chairman are under investigation for information disclosure violations [17] Lock-up Expiration - A total of 34 companies will have lock-up shares released this week, amounting to 3.697 billion shares with a total market value of approximately 58.895 billion yuan [18] - The peak lock-up expiration date is December 30, with 13 companies releasing shares worth a total of 27.645 billion yuan [18] Institutional Outlook - CITIC Securities highlights that 39 out of 360 industry/theme ETFs reached new highs in December, with a focus on communication and resource-related ETFs [25] - Guojin Securities identifies new investment themes emerging in 2026, emphasizing the importance of AI investments and the recovery of global manufacturing [26] - Zhongtai Securities believes there is still upward potential in the market before the Spring Festival, with opportunities for low-cost positioning [27]

每经记者｜王帆 每经编辑｜金冥羽 黄博文 并购重组 通业科技：拟5.61亿元收购北京思凌科半导体技术有限公司91.69%股权 通业科技发布重大资产购买暨关联交易报告书（草案），公司拟通过支付现金的方式向黄强、共青城思凌厚德投资合伙企业（有限合伙）等22名交易对方 购买其合计持有的北京思凌科半导体技术有限公司91.69%股份，交易价格为5.61亿元。 风险事项 亿晶光电：因全椒县光伏项目无法按期推进，公司收到听证通知 亿晶光电公告称，围绕公司在安徽省滁州市全椒县投资建设的光伏项目，全椒县经济开发区管理会认为公司未能全面履行前期相关协议的约定，导致项目 无法按期推进，前期协议无法履行，因而向公司发出听证通知，拟解除投资协议及补充协议、追回1.4亿元出资款、不再履行后期出资义务，并追究公司 偿还代建费用、租金及资金占用成本等违约责任。公司已经申请进行听证，目前尚未开展听证程序。 青鸟消防：股东蔡为民7004.4万股股份被冻结 青鸟消防公告称，持股5%以上股东蔡为民所持公司7004.4万股被冻结，冻结申请人为北京市第一中级人民法院，冻结原因为"根据北京仲裁委员会裁决 书，蔡为民返还持有的公司股份7004.4万股（为原 ...

每经记者｜黄鑫磊 每经编辑｜金冥羽 黄博文 12月28日，亿晶光电（SH600537，股价4.33元，市值51.25亿元）公告称，公司及下属子公司常州亿晶光电科技有限公司（以下简称"常州亿晶"）、滁州 亿晶光电科技有限公司（以下简称"滁州亿晶"）收到全椒经济开发区管理委员会（以下简称"全椒经开区管委会"）发出的听证通知书。 据悉，亿晶光电及下属子公司因光伏项目未能按期推进，拟被全椒经开区管委会解除投资协议及补充协议、追回1.4亿元出资款，并被追究代建费用、租 金及资金占用成本等违约责任。 亿晶光电成立于2003年，2011年通过借壳上市登陆资本市场，曾被誉为"A股光伏组件第一股"。 滁州基地已陆续停产 公告显示，此次引发争议的是亿晶光电在安徽省滁州市全椒县投资建设的年产10GW光伏电池、10GW光伏切片及10GW光伏组件项目。该项目自2022年11 月开工建设后，2023年7月开始陆续投产，但实际推进情况远未达到协议约定。 受光伏行业"内卷"影响，全行业产能开工率持续下滑，亿晶光电的滁州项目仅完成一期光伏电池项目中7.5GW产能的落地，电池剩余产能及二、三期光伏 切片和光伏组件项目均未启动建设。另外，自202 ...