Core Insights - A group of companies under the name "爱旭" has recently obtained a patent for solar cell technology, indicating a focus on innovation in the solar energy sector [1] - The patent, titled "A Solar Cell, Battery Module, and Photovoltaic System," aims to enhance the stability and efficiency of solar cell connections [1] Company Summaries - **Zhejiang Aisxu Solar Technology Co., Ltd.**: Established in 2016 with a registered capital of 5691.89 million RMB, this company has invested in 11 enterprises and participated in 127 bidding projects, holding 1903 patents and 60 administrative licenses [2] - **Zhuhai Fushan Aisxu Solar Technology Co., Ltd.**: Founded in 2021 with a registered capital of 4500 million RMB, it has participated in 108 bidding projects and holds 1055 patents along with 313 administrative licenses [2] - **Tianjin Aisxu Solar Technology Co., Ltd.**: Established in 2018 with a registered capital of 1300 million RMB, this company has invested in 1 enterprise, participated in 22 bidding projects, and holds 1209 patents and 153 administrative licenses [2] - **Guangdong Aisxu Technology Co., Ltd.**: Founded in 2009 with a registered capital of 2823.47 million RMB, it has invested in 1 enterprise, participated in 8 bidding projects, and holds 1778 patents and 44 administrative licenses [3] - **Chuzhou Aisxu Solar Technology Co., Ltd.**: Established in 2024 with a registered capital of 500 million RMB, it has participated in 4 bidding projects and holds 163 patents and 3 administrative licenses [3] - **Shenzhen Aisxu Digital Energy Technology Co., Ltd.**: Founded in 2022 with a registered capital of 650 million RMB, it has invested in 2 enterprises, participated in 1 bidding project, and holds 465 patents and 8 administrative licenses [3] - **Shandong Aisxu Solar Technology Co., Ltd.**: Established in 2023 with a registered capital of 4500 million RMB, it has invested in 1 enterprise, participated in 22 bidding projects, and holds 162 patents and 15 administrative licenses [4]

证券代码：600732 股票简称：爱旭股份 编号：临 2025－077 近日，上海爱旭新能源股份有限公司（以下简称"公司""上海爱旭"）、广 东爱旭科技有限公司（以下简称"广东爱旭"）及滁州爱旭太阳能科技有限公司 （以下简称"滁州爱旭"）签署的担保合同情况如下： 上海爱旭新能源股份有限公司 关于为子公司提供担保的进展公告 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： 担保对象及基本情况 担保对象 被担保人名称 珠海富山爱旭太阳能科技有限公司 （以下简称"珠海爱旭"）、浙江爱 旭太阳能科技有限公司（以下简称 "浙江爱旭"） 本次担保金额 6.00 亿元 实际为其提供的担保余额 196.98 亿元（含本次） 是否在前期预计额度内 是 □否 □不适用：_________ 本次担保是否有反担保 □是 否 □不适用：_________ 累计担保情况 | 对外担保逾期的累计金额（万元） | 0.00 | | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（亿元） | 237.81 | | 对 ...

证券之星消息，8月22日光伏设备板块较上一交易日上涨2.24%，金博股份领涨。当日上证指数报收于3825.76，上涨1.45%。深证成指报收于 12166.06，上涨2.07%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688598 | 金博股份 | 32.00 | 10.12% | 20.73万 | 6.45 Z | | 300751 | 迈为股份 | 85.44 | 6.33% | 13.63万 | 11.58亿 | | 300274 | 阳光电源 | 97.86 | 5.81% | 67.68万 | 65.16亿 | | 600732 | 爱旭股份 | 15.50 | 5.37% | 68.23万 | 10.48亿 | | 688503 | 業和材料 | 54.50 | 5.21% | 18.78万 | 10.41亿 | | 688516 | 奥特維 | 40.62 | 4.48% | 12.60万 | 5.07亿 | | 300842 | 帝科股份 | ...

证券代码：600732 股票简称：爱旭股份 编号：临 2025－076 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 2025 年 4 月 28 日召开 第九届董事会第三十四次会议和第九届监事会第二十七次会议，审议通过了《关于 注销部分限制性股票与股票期权的议案》。 因《2020 年股票期权激励计划》（以下简称"2020 年激励计划"）、《2022 年 限制性股票与股票期权激励计划》（以下简称"2022 年激励计划"）和《2023 年限 制性股票与股票期权激励计划》（以下简称"2023 年激励计划"）中部分激励对象 离职、公司 2024 年度业绩考核未达标及 2022 年激励计划预留授予股票期权第一个 行权期满尚未行权，公司将注销 2020 年激励计划中相关激励对象已获授但尚未行权 的股票期权共计 6,664,108 份，注销 2022 年激励计划中相关激励对象已获授但尚未 行权的股票期权共计 1,543,563 份，注销 2023 年激励计划中相 ...

证券日报网讯 8月21日晚间，爱旭股份发布公告称，截至本公告发布日，公司及子公司无逾期担保的情 况。 （文章来源：证券日报） ...

证券代码：600732 股票简称：爱旭股份 编号：临 2025－075 上海爱旭新能源股份有限公司 关于为子公司提供担保的进展公告 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： 担保对象及基本情况 | | 被担保人名称 | 天津爱旭太阳能科技有限公司（以 下简称"天津爱旭"） | | | --- | --- | --- | --- | | | 本次担保金额 | 亿元 1.00 | | | 担保对象 | 实际为其提供的担保余额 | 30.59 亿元（含本次） | | | | 是否在前期预计额度内 | 是 □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 否 | □不适用：_________ | 累计担保情况 | 对外担保逾期的累计金额（万元） | | 0.00 | | --- | --- | --- | | 截至本公告日上市公司及其控股 子公司对外担保总额（亿元） | | 236.81 | | 对外担保总额占上市公司最近一 期经审计净资产的比例（%） | | 666.27 ...

证券代码：600732 股票简称：爱旭股份 编号：临 2025－076 因《2020 年股票期权激励计划》（以下简称"2020 年激励计划"）、《2022 年 限制性股票与股票期权激励计划》（以下简称"2022 年激励计划"）和《2023 年限 制性股票与股票期权激励计划》（以下简称"2023 年激励计划"）中部分激励对象 离职、公司 2024 年度业绩考核未达标及 2022 年激励计划预留授予股票期权第一个 行权期满尚未行权，公司将注销 2020 年激励计划中相关激励对象已获授但尚未行权 的股票期权共计 6,664,108 份，注销 2022 年激励计划中相关激励对象已获授但尚未 行权的股票期权共计 1,543,563 份，注销 2023 年激励计划中相关激励对象已获授但 尚未行权的股票期权共计 2,942,085 份。公司董事会同意将上述股票期权予以注销， 监事会对此事项发表了同意的意见。具体内容详见公司于 2025 年 4 月 30 日在上海 证券交易所网站（http://www.sse.com.cn）披露的《关于注销部分限制性股票与股票 期权的公告》（临 2025-032 号）。 公司向中国证券登记结 ...

Core Viewpoint - A group of companies under the name "爱旭" has obtained a patent for a technology related to back-contact solar cells and photovoltaic systems, indicating a significant advancement in solar energy technology [1][2]. Company Summaries - **Zhejiang Aisxu Solar Technology Co., Ltd.**: Established in 2016, located in Jinhua, with a registered capital of 5691.89 million RMB. The company has invested in 11 enterprises, participated in 127 bidding projects, and holds 1900 patent records [2]. - **Zhuhai Fushan Aisxu Solar Technology Co., Ltd.**: Founded in 2021, located in Zhuhai, with a registered capital of 4500 million RMB. The company has participated in 108 bidding projects and holds 1052 patent records [3]. - **Guangdong Aisxu Technology Co., Ltd.**: Established in 2009, located in Foshan, with a registered capital of 2823.47 million RMB. The company has invested in 1 enterprise, participated in 8 bidding projects, and holds 1775 patent records [3]. - **Tianjin Aisxu Solar Technology Co., Ltd.**: Founded in 2018, located in Tianjin, with a registered capital of 1300 million RMB. The company has invested in 1 enterprise, participated in 22 bidding projects, and holds 1206 patent records [3]. - **Shenzhen Aisxu Digital Energy Technology Co., Ltd.**: Established in 2022, located in Shenzhen, with a registered capital of 650 million RMB. The company has invested in 2 enterprises, participated in 1 bidding project, and holds 463 patent records [4]. - **Chuzhou Aisxu Solar Technology Co., Ltd.**: Founded in 2024, located in Chuzhou, with a registered capital of 500 million RMB. The company has participated in 4 bidding projects and holds 161 patent records [4]. - **Shandong Aisxu Solar Technology Co., Ltd.**: Established in 2023, located in Jinan, with a registered capital of 4500 million RMB. The company has invested in 1 enterprise, participated in 22 bidding projects, and holds 159 patent records [4].

Core Viewpoint - The company, Aishuo Co., Ltd., is experiencing a significant increase in orders for its ABC battery and components business, which has reached full capacity but still cannot meet the growing demand [1][13]. Financial Performance - In the first half of the year, Aishuo Co., Ltd. reported a net profit of -237.6 million yuan, an improvement of 86.38% year-on-year, with a second-quarter net profit of 62.86 million yuan, up 103.8% [2][15]. - The company's total revenue for the first half was approximately 8.45 billion yuan, a 63.63% increase compared to the same period last year [2]. - Despite the second-quarter profitability, the company faces significant financial pressure, with cash and cash equivalents of 2.136 billion yuan against short-term borrowings of 3.988 billion yuan [3][15]. Business Strategy and Market Position - Aishuo Co., Ltd. has invested heavily in the wind power sector, signing a resource development agreement for a 112.5MW wind project with a total investment of approximately 750 million yuan [3][16]. - The company has committed to expanding its production capacity, with a strategic cooperation agreement to build a 30GW high-efficiency crystalline silicon solar cell project in Jinan, with a total investment of around 36 billion yuan [9]. Technology and Industry Trends - The company has chosen to focus on the BC technology route, which, while theoretically offering higher efficiency, has proven to be complex and costly, leading to financial challenges [8][10]. - The market acceptance of BC technology is increasing, with Aishuo Co., Ltd. reporting a significant growth in orders for its ABC components, indicating a potential turnaround [11][13]. Challenges and Outlook - The company's asset-liability ratio has risen to 85.75%, with total liabilities reaching 29.15 billion yuan, reflecting the financial strain from its aggressive expansion and technology investments [9][10]. - Despite the challenges, the company is optimistic about the future, with expectations that BC technology will gain market share by 2025 [12][17].

Group 1 - The photovoltaic sector experienced significant gains on August 18, with the Wind Photovoltaic Index rising by 1.76% and multiple stocks, including Hongyuan Green Energy and Kehua Data, seeing substantial increases [1] - Over 20 stocks in the photovoltaic sector reached their daily limit or increased by over 10% in the previous trading day, with the photovoltaic ETF fund rising nearly 4%, marking its best single-day performance since May 2024 [1] - The futures market for polysilicon saw a resurgence in expectations, with a 4.5% increase in the main contract on August 15 and a nearly 2% rise on August 18 [1] Group 2 - The Ministry of Industry and Information Technology (MIIT) is set to hold a meeting on August 19 with key photovoltaic enterprises, indicating a focus on the pricing mechanism for photovoltaic components [2] - The meeting will include representatives from various official institutions and major enterprises, highlighting the sensitivity of pricing mechanisms in the current market environment [2] - Recent price increases in the photovoltaic industry have faced challenges due to a lack of demand-side support, leading to concerns about the sustainability of these price hikes [3] Group 3 - Since early July, prices for silicon materials and wafers have risen significantly, but by mid-August, the lack of demand has made further price increases difficult [3] - The investment models for photovoltaic projects have been impacted by changes in electricity pricing policies and rising product costs, complicating the situation for developers [3] - Recent data indicates that the prices for large-scale component procurement by state-owned enterprises have rebounded, with upcoming bids from major companies becoming focal points for market attention [3]