Core Insights - A group of companies under the name "爱旭" has obtained a patent for a technology related to back-contact solar cell components and photovoltaic systems, indicating a focus on innovation in the solar energy sector [1] Group 1: Patent Information - The patent titled "背接触电池组件及光伏系统" was authorized with announcement number CN223168612U, and the application date was August 2024 [1] - The patent describes a configuration involving first and second battery strings and a junction box, designed to optimize space for installation [1] Group 2: Company Profiles - Zhejiang Aisxu Solar Technology Co., Ltd. was established in 2016 with a registered capital of 5691.89 million RMB, focusing on electrical machinery and equipment manufacturing, and has 1869 patent records [2] - Zhuhai Fushan Aisxu Solar Technology Co., Ltd. was founded in 2021 with a registered capital of 4500 million RMB, primarily engaged in power and heat production, holding 1028 patents [2] - Guangdong Aisxu Technology Co., Ltd. was established in 2009 with a registered capital of 2823.47 million RMB, also in electrical machinery manufacturing, with 1752 patents [2] - Tianjin Aisxu Solar Technology Co., Ltd. was founded in 2018 with a registered capital of 1300 million RMB, focusing on chemical raw materials manufacturing, holding 1185 patents [3] - Shenzhen Aisxu Digital Energy Technology Co., Ltd. was established in 2022 with a registered capital of 650 million RMB, primarily in retail, with 454 patents [3] - Chuzhou Aisxu Solar Technology Co., Ltd. was founded in 2024 with a registered capital of 500 million RMB, focusing on technology promotion and application services, holding 151 patents [3] - Shandong Aisxu Solar Technology Co., Ltd. was established in 2023 with a registered capital of 4500 million RMB, engaged in other manufacturing, with 139 patents [4]

Core Insights - A group of companies, including Zhejiang Aisxu Solar Technology Co., Ltd., Guangdong Aisxu Technology Co., Ltd., and others, have obtained a patent for solar cell technology, specifically for solar cells, photovoltaic modules, and photovoltaic systems [1] - The patent aims to improve the safety and efficiency of solar cells by controlling the density of pits in the multi-crystalline silicon layer, ensuring a smoother surface and preventing leakage [1] Company Summaries - **Zhejiang Aisxu Solar Technology Co., Ltd.**: Established in 2016, located in Jinhua City, with a registered capital of 5691.89 million RMB. The company has invested in 11 enterprises, participated in 122 bidding projects, and holds 1869 patents [2] - **Guangdong Aisxu Technology Co., Ltd.**: Founded in 2009, based in Foshan City, with a registered capital of 2823.47 million RMB. The company has invested in 1 enterprise, participated in 8 bidding projects, and holds 1752 patents [2] - **Tianjin Aisxu Solar Technology Co., Ltd.**: Established in 2018, located in Tianjin City, with a registered capital of 1300 million RMB. The company has invested in 1 enterprise, participated in 22 bidding projects, and holds 1185 patents [2] - **Zhuhai Fushan Aisxu Solar Technology Co., Ltd.**: Founded in 2021, based in Zhuhai City, with a registered capital of 4500 million RMB. The company has participated in 105 bidding projects and holds 1028 patents [3] - **Chuzhou Aisxu Solar Technology Co., Ltd.**: Established in 2024, located in Chuzhou City, with a registered capital of 500 million RMB. The company has participated in 2 bidding projects and holds 151 patents [3] - **Shandong Aisxu Solar Technology Co., Ltd.**: Founded in 2023, based in Jinan City, with a registered capital of 4500 million RMB. The company has participated in 22 bidding projects and holds 139 patents [3]

Core Viewpoint - The article highlights the recent patent granted to multiple subsidiaries of Aisolar Technology Co., Ltd. for a new type of solar cell technology, specifically the "busbar-free back contact battery" which aims to enhance stability and prevent short circuits in solar energy systems [1] Group 1: Patent Information - A patent titled "busbar-free back contact battery, battery module, and photovoltaic system" was granted to several subsidiaries of Aisolar Technology Co., Ltd. with the announcement number CN223168618U, applied for on September 2024 [1] - The patent focuses on a design that includes a main busbar area and several edge busbar areas, with specific configurations to improve electrical isolation and stability [1] Group 2: Company Profiles - Zhejiang Aisolar Technology Co., Ltd. was established in 2016, located in Jinhua City, with a registered capital of approximately 569.19 million RMB, involved in electrical machinery and equipment manufacturing, and has 1869 patents [2] - Zhuhai Fushan Aisolar Technology Co., Ltd. was founded in 2021 in Zhuhai City, with a registered capital of 450 million RMB, focusing on power and heat production, and has 1028 patents [2] - Chuzhou Aisolar Technology Co., Ltd. was established in 2024 in Chuzhou City, with a registered capital of 50 million RMB, primarily engaged in technology promotion and application services, and has 151 patents [3] - Shandong Aisolar Technology Co., Ltd. was founded in 2023 in Jinan City, with a registered capital of 450 million RMB, involved in other manufacturing, and has 139 patents [3] - Shenzhen Aisolar Digital Energy Technology Co., Ltd. was established in 2022 in Shenzhen City, with a registered capital of 65 million RMB, focusing on retail, and has 454 patents [3] - Tianjin Aisolar Technology Co., Ltd. was founded in 2018 in Tianjin City, with a registered capital of 130 million RMB, engaged in chemical raw materials and products manufacturing, and has 1185 patents [3] - Guangdong Aisolar Technology Co., Ltd. was established in 2009 in Foshan City, with a registered capital of approximately 282.35 million RMB, involved in electrical machinery and equipment manufacturing, and has 1752 patents [4]

证券代码：600732 股票简称：爱旭股份 编号：临 2025－070 上海爱旭新能源股份有限公司 关于向特定对象发行股票申请获得中国证券监督管理委员会 同意注册批复的公告 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。 上海爱旭新能源股份有限公司（以下简称"公司"）于今日收到中国证券监督 管理委员会出具的《关于同意上海爱旭新能源股份有限公司向特定对象发行股票注 册的批复》（证监许可[2025]1549号）（以下简称"批复文件"），主要内容如下： "一、同意你公司向特定对象发行股票的注册申请。 二、你公司本次发行应严格按照报送上海证券交易所的申报文件和发行方案实 施。 三、本批复自同意注册之日起12个月内有效。 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应及时报 告上海证券交易所并按有关规定处理。" 公司董事会将根据上述批复文件和相关法律法规的要求及公司股东会的授权， 在规定期限内办理本次向特定对象发行A股股票的相关事宜，并及时履行信息披露义 务。敬请广大投资者注意投资风险。 公司本次向特定对象发行股票的发行 ...

Investment Rating - The report maintains a "Positive" investment rating for the photovoltaic industry [9] Core Insights - The current round of anti-involution in the photovoltaic sector is marked by a more mature and pragmatic approach compared to the previous round, initiated by a series of policy and corporate events starting from late June [3][6] - The government has shown increased attention and clearer communication regarding the photovoltaic industry, with higher-level officials participating in discussions and setting more stringent regulations [6][22] - Companies and industry associations are taking proactive steps to address issues, demonstrating a higher degree of consensus and commitment to compliance with pricing regulations [6][26] Summary by Sections Overview - The report highlights that the current anti-involution measures are more mature and pragmatic than previous efforts, with significant developments in both policy and corporate actions since late June [3][6] Government and Corporate Attitudes - Government officials have publicly emphasized the need to regulate low-price competition and improve product quality, with more structured meetings and discussions involving higher-level participants [6][18] - Companies have taken the initiative to propose practical solutions and have shown a stronger commitment to enforcing pricing regulations, leading to a more unified industry response [6][26] Capacity and Production Measures - The focus has shifted from quota-based production limits to a strategy of consolidating capacity, particularly in the silicon material sector, where leading companies are acquiring smaller firms to manage supply and demand effectively [6][28] Pricing Measures - The current measures extend price controls beyond just components to include silicon materials, silicon wafers, batteries, and modules, with a higher baseline price established compared to previous rounds [6][36] - Recent price increases have been observed across all segments, with silicon material prices rising significantly, indicating a recovery towards reasonable levels [7][42] Investment Opportunities - The report identifies significant investment opportunities in silicon materials and battery components, highlighting specific companies such as Tongwei Co., GCL-Poly Energy, and LONGi Green Energy as key players to watch [7][36]

据了解，爱旭股份本次向特定对象发行股票募集资金总额不超过35亿元（含本数），扣除发行费用后将 投向义乌六期15GW高效晶硅太阳能电池项目、补充流动资金。 北京商报讯（记者 马换换 王蔓蕾）7月29日晚间，爱旭股份（600732）披露公告称，公司于当日收到证 监会出具的《关于同意上海爱旭新能源股份有限公司向特定对象发行股票注册的批复》，证监会同意公 司向特定对象发行股票的注册申请。 ...

证券代码：600732 股票简称：爱旭股份 编号：临 2025－070 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"）于今日收到中国证券监督 管理委员会出具的《关于同意上海爱旭新能源股份有限公司向特定对象发行股票注 册的批复》（证监许可[2025]1549号）（以下简称"批复文件"），主要内容如下： "一、同意你公司向特定对象发行股票的注册申请。 二、你公司本次发行应严格按照报送上海证券交易所的申报文件和发行方案实 施。 三、本批复自同意注册之日起12个月内有效。 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应及时报 告上海证券交易所并按有关规定处理。" 公司董事会将根据上述批复文件和相关法律法规的要求及公司股东会的授权， 在规定期限内办理本次向特定对象发行A股股票的相关事宜，并及时履行信息披露义 务。敬请广大投资者注意投资风险。 公司本次向特定对象发行股票的发行人和保荐人的联系方式如下： 2、保荐人（主承销商）：华泰联合证券有限责任公 ...

股票简称：爱旭股份 股票代码：600732 上海爱旭新能源股份有限公司 （Shanghai Aiko Solar Energy Co., Ltd.） （上海市浦东新区秋月路 26 号 4 幢 201-1 室） 2023 年度向特定对象发行 A 股股票 并在主板上市 募集说明书（注册稿） 保荐机构（主承销商） （深圳市前海深港合作区南山街道桂湾五路128号前海深港基金小镇B7栋401） 2025 年 7 月 上海爱旭新能源股份有限公司 募集说明书（注册稿） 声 明 1、本公司及全体董事、监事、高级管理人员承诺本募集说明书内容真实、 准确、完整，不存在虚假记载、误导性陈述或重大遗漏，按照诚信原则履行承诺， 并承担相应的法律责任。 2、公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中 财务会计资料真实、完整。 3、中国证监会、上海证券交易所及其他政府部门对本次发行所作的任何决 定或意见，均不表明其对申请文件及所披露信息的真实性、准确性、完整性作出 保证，也不表明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质 性判断或保证。任何与之相反的声明均属虚假不实陈述。 4、根据《证券法》的规定，证券依 ...

人民财讯7月29日电，爱旭股份(600732)7月29日晚间公告，公司于今日收到证监会出具的《关于同意上 海爱旭新能源股份有限公司向特定对象发行股票注册的批复》，同意公司向特定对象发行股票的注册申 请。 转自：证券时报 ...

爱旭股份（600732）公告，公司于今日收到中国证券监督管理委员会出具的《关于同意上海爱旭新能源 股份有限公司向特定对象发行股票注册的批复》。主要内容为：同意公司向特定对象发行股票的注册申 请，本次发行应严格按照报送上海证券交易所的申报文件和发行方案实施。本批复自同意注册之日起12 个月内有效。公司董事会将根据批复文件和相关法律法规的要求及公司股东会的授权，在规定期限内办 理本次向特定对象发行A股股票的相关事宜，并及时履行信息披露义务。 ...