证券代码：600732 股票简称：爱旭股份 编号：临 2025－081 上海爱旭新能源股份有限公司 关于使用部分闲置募集资金临时补充流动资金的公告 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）募集资金到账及存放情况 经中国证券监督管理委员会《关于核准上海爱旭新能源股份有限公司非公开发 行股票的批复》（证监许可[2020]1481 号）核准，公司向特定投资者发行人民币普 通股（A 股）股票 206,440,957 股，每股发行价为 12.11 元，募集资金总额为人民币 2,499,999,989.27 元，扣除发行费用人民币 40,847,433.34 元（不含税）后，实际募集 资金净额为人民币 2,459,152,555.93 元，主承销商于 2020 年 8 月 5 日将募集资金划 入公司在银行开立的账户内。上述资金到账情况业经容诚会计师事务所容诚验字 [2020]518Z0022 号《验资报告》验证。公司对募集资金采取了专户存储管理。 （二）前次闲置募集资金临时补充流动资金的情况 2024 年 9 月 9 日召开 ...

证券代码：600732 证券简称：爱旭股份 公告编号：临 2025－080 上海爱旭新能源股份有限公司 会议经记名投票表决形成如下决议： 审议并通过了《关于使用部分闲置募集资金临时补充流动资金的议案》 表决结果：同意 3 票，反对 0 票，回避 0 票，弃权 0 票。 监事会认为：公司在不影响募集资金投资项目正常进行的前提下，使用闲置募 集资金临时补充流动资金有利于提高募集资金使用效率、节省公司财务费用支出， 符合全体股东利益，相关程序符合《上市公司募集资金监管规则》及《上海证券交 易所上市公司自律监管指引第 1 号——规范运作》等有关规定。公司临时使用部分 闲置募集资金补充流动资金不存在变相改变募集资金用途和损害股东利益的情形。 监事会同意公司使用闲置募集资金 31,500 万元临时补充流动资金。 具体详见同日披露的《关于使用部分闲置募集资金临时补充流动资金的公告》 （临 2025-081 号）。 第九届监事会第三十一次会议决议公告 本公司监事会及全体监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、会议召开情况 上海爱旭新能源股份有限公司 ...

上海爱旭新能源股份有限公司公告，拟使用31,500万元闲置募集资金临时补充流动资金，使用期限自董 事会审议通过之日起不超12个月。2020年8月，公司募资净额24.59亿元。2024年9月，公司曾用31,500万 元闲置募资补流，已于2025年9月2日归还。截至2025年9月4日，募投项目累计使用21.41亿元，剩余3.16 亿元。此次使用闲置募资补流用于主营生产经营，不会变相改变用途。 ...

Market Overview - The Shanghai Composite Index fell by 1.97% to 3738.32 points, while the Shenzhen Component Index decreased by 2.37% to 12176.9 points, and the ChiNext Index dropped by 3.2% to 2806.63 points [2][3] - Over 2600 stocks in the market experienced declines, indicating a broad market downturn [2] Sector Performance - The tourism and hotel sector showed resilience with a gain of 3.21%, while the battery sector increased by 2.27% [4] - Conversely, the semiconductor sector faced significant losses, contributing to the overall market decline [2][7] Trading Volume - The total trading volume of the Shanghai and Shenzhen markets exceeded 1 trillion yuan, marking an increase of over 160 billion yuan compared to the previous day [8] Gold and Silver Prices - Spot gold prices fell below $3520 per ounce, reflecting a daily decrease of 1.27% [5] - Spot silver also saw a decline of 1%, trading at $40.78 per ounce [9] Futures Market - The FTSE China A50 Index futures dropped by over 2% during the trading session [6] Notable Stocks - Significant movements were observed in stocks such as Zhengye Technology, which hit a 20% limit up, and Shengli Precision, which rose by 10.09% [15][16]

Group 1 - The carbon-neutral ETF Taikang (560560) experienced a strong performance, with a peak increase of over 3% and a current rise of 1.72%, reflecting a robust market interest in low-carbon investments [1] - The underlying index, the CSI Mainland Low-Carbon Economy Theme Index (000977), also showed significant growth, up 1.02%, with key constituent stocks like Weikang (300919) and JA Solar (002459) rising by 10.04% and 10.00% respectively [1] - Over the past week, the carbon-neutral ETF Taikang (560560) has accumulated a rise of 6.30%, reaching a new high in scale at 70.25 million yuan [1] Group 2 - The demand for energy storage is on the rise globally, with various regions implementing supportive policies, such as China's "Document No. 136," which clarifies capacity pricing and subsidies [2] - In Europe, dynamic pricing mechanisms and increased subsidies are driving significant growth in large-scale and commercial energy storage [2] - The share of independent energy storage projects in China is rapidly increasing, with a focus on lifecycle costs and efficiency rather than just initial pricing, indicating a shift in market dynamics [2] Group 3 - The top ten weighted stocks in the carbon-neutral ETF Taikang (560560) are heavily involved in the energy storage sector, with companies like CATL leading in global energy storage battery shipments [3] - These companies are expanding their operations internationally, contributing to the growth of the domestic energy storage industry and enhancing global market presence [3] - The CSI Mainland Low-Carbon Economy Theme Index tracks 50 core enterprises in the low-carbon economy, covering the entire industry chain from clean energy generation to storage and waste management [3]

Group 1 - The BC battery sector leads the market with an increase of 3.02% [1] - Notable performers include Robert Technology with a rise of 5.84%, Aiko with an increase of 4.55%, and Junda with a gain of 4.3% [1] - Other companies such as JinkoSolar, Dier Laser, and Tongwei also saw increases exceeding 3% [1]

Group 1 - The photovoltaic concept stocks are experiencing a significant rise, with companies such as Aiko Solar and Zhengye Technology hitting the daily limit up [1] - Other companies in the sector, including JA Solar, JinkoSolar, LONGi Green Energy, and Tongwei Co., are also seeing increases in their stock prices [1]

Group 1 - The BC battery sector is leading the market with significant gains, including companies like Robotech up by 5.84% and Aisheng shares up by 4.55% [1][2] - The A-share market shows mixed performance with the Shanghai Composite Index down by 0.15% at 3807.76 points, while the Shenzhen Component Index is up by 0.44% [3][4] - The CPO concept is active in the market, contributing to the overall performance of the battery and precious metals sectors [3][5] Group 2 - The Hang Seng Index opened with a gain of 0.57%, indicating positive sentiment in the Hong Kong market, particularly in technology stocks [6] - The People's Bank of China conducted a reverse repurchase operation of 212.6 billion yuan, maintaining the operation rate at 1.40% [7] - The Chinese yuan's midpoint against the US dollar was adjusted up by 56 basis points to 7.1052, reflecting a strengthening of the currency [8]

事件：公司发布了2025年半年度报告。 点评： 投资建议：公司盈利能力改善，持续研发创新，竞争优势有望进一步增强。预计公司2025-2027 年EPS 分别为0.13 元、0.57 元、0.92 元，对应PE 分别约115 倍、27 倍、17 倍，给予"买入"评级。 风险提示：下游需求不及预期风险；竞争加剧带来的毛利率降低风险；原材料价格波动风险。 N型ABC组件出货量大增，助力业务结构优化升级。2025年上半年，公司N型ABC业务产销两旺，在行 业底部周期保持强劲增长，ABC组件出货量达到8.57GW，同比增长超400%。伴随全球市场对ABC 组 件认知度的提升，ABC组件美观、高功率、高安全的价值优势逐渐显现，公司围绕ABC产品创新打造 的以价值定价的商业模式已逐步得到市场认可。公司精准细分价值市场、价值场景，优化产品结构， ABC组件产销两旺，通过深耕欧洲、澳新、日韩等高价值市场和场景，海外销售占比持续提升。2025 年上半年，公司ABC组件收入已达到公司营业总收入的74%左右，帮助公司逐步实现从第三方电池供应 商到N型ABC先进组件及场景化产品生产商的战略升级转型。得益于ABC组件的销量提升与高价值市 ...

公司在闲置募集资金临时补充流动资金期间，对资金进行了合理的安排与使用， 没有影响募集资金投资计划的正常进行，提高了募集资金的使用效益。截至本公告 日，公司已将上述用于临时补充流动资金的闲置募集资金人民币31,500万元全部归还 至募集资金专用账户，并已将上述募集资金的归还情况及时通知了保荐机构及保荐 代表人。 特此公告。 上海爱旭新能源股份有限公司董事会 上海爱旭新能源股份有限公司 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。 上海爱旭新能源股份有限公司（以下简称"公司"）于2024年9月9日召开第九 届董事会第二十九次会议和第九届监事会第二十四次会议，分别审议通过了《关于 使用部分闲置募集资金临时补充流动资金的议案》，同意公司使用部分闲置募集资 金31,500万元临时补充流动资金，使用期限自董事会审议通过之日起不超过十二个月。 具体内容详见公司于2024年9月10日在上海证券交易所网站披露的《关于使用部分闲 置募集资金临时补充流动资金的公告》（临2024-096号）。 证券代码：600732 股票简称：爱旭股份 编号：临 ...