消息面上，近日，国家能源局发布数据显示，2025年，全国光伏新增装机3.17亿千瓦，同比增长14%， 其中集中式光伏新增1.64亿千瓦，分布式光伏新增1.53亿千瓦。截至2025年12月，全国光伏发电装机容 量达到12亿千瓦，同比增长35%，我国光伏产业保持快速发展势头，能源绿色低碳转型取得显著成效。 国元证券表示，25年7月以来，我国"反内卷"举措推动光伏行业景气度上扬，价格管控与供给侧出清的 双重作用有望推动行业盈利修复，部分环节尾部企业陆续退出叠加行业头部企业高效化技改，2026年光 伏产业链有望实现扭亏；AI算力建设等将催生刚性电力需求，全球光伏需求存在超预期可能，板块β机 会有望加速到来。 光伏股多数回暖，截至发稿，信义光能(00968)涨5.38%，报3.72港元；钧达股份（002865）(02865)涨 4.95%，报38.2港元；福莱特（601865）玻璃(06865)涨4.82%，报11.96港元；凯盛新能（600876） (01799)涨4.1%，报3.27港元；协鑫科技(03800)涨2.48%，报1.24港元。 ...

Group 1: Core Insights - The stock price of Kaisheng New Energy (600876.SH) has shown volatility recently, with a closing price of 10.85 yuan on February 13, 2026, reflecting a daily decline of 2.52% and a year-to-date increase of 10.04% [2][3] - The company held its annual work meeting on February 5-6, 2026, focusing on three major strategic battles and aiming for a "224" operational target, emphasizing lean management and digital transformation to enhance competitiveness [3] - According to the 2025 Q3 report, Kaisheng New Energy's revenue for the first three quarters was 2.677 billion yuan, a year-on-year decrease of 27.55%, with a net loss of 596 million yuan, an increase of 141.12% year-on-year [4] Group 2: Financial Performance - The third quarter showed a year-on-year revenue growth of 40.15%, indicating a partial alleviation of operational pressure, although the company is projected to report a full-year net loss of 700 million to 900 million yuan for 2025 [4] - Institutions predict that the company could turn a profit in 2025, with an expected net profit of 98 million yuan, representing a year-on-year increase of 116.07% [4] Group 3: Institutional Perspectives - Institutions have a neutral rating on Kaisheng New Energy, with a target price of 12.58 yuan, suggesting a potential upside of approximately 20.04% from the current stock price [5] - Analysts note that the tight supply-demand situation in the glass fiber cloth market may indirectly benefit the glass fiber sector, but the company's stock performance is more dependent on its operational improvements [5]

Group 1 - The stock price of Kaisheng New Energy (600876.SH) has shown a fluctuating upward trend, with a single-day increase of 4.23% on February 9, closing at 11.34 yuan, with a trading volume of 1.28 billion yuan and a net inflow of main funds of 1.4051 million yuan [1] - As of February 12, the stock price slightly decreased by 0.54% to 11.14 yuan, but the cumulative increase over five days was 2.48%, and the year-to-date increase reached 12.98% [1] - The glass fiber sector, to which the company belongs, saw an increase of 4.45%, partly driven by a price surge in electronic cloth [1] Group 2 - Kaisheng New Energy held a work conference from February 5 to 6, 2026, emphasizing a focus on the "three major battles" 2.0 version and setting a "224" operational goal to enhance competitiveness through lean management, innovation, and digital transformation [2] - On February 9, the company announced strategic deployments for 2026, aiming to deepen capacity optimization, cost control, and overseas market expansion to promote high-quality development [2] Group 3 - According to the Q3 2025 financial report, Kaisheng New Energy's revenue for the first three quarters was 2.677 billion yuan, a year-on-year decrease of 27.55%, with a net loss attributable to shareholders of 596 million yuan, an increase of 141.12% year-on-year [3] - However, the revenue for the third quarter alone grew by 40.15% year-on-year, and the loss narrowed, indicating some alleviation of operational pressure [3] - Institutions predict that the company may turn a profit in 2025, with an expected net profit of 98 million yuan, a year-on-year increase of 116.07% [3] Group 4 - Institutional ratings for Kaisheng New Energy are generally neutral, with a comprehensive target price of 12.58 yuan, indicating a potential upside of 20.04% from the current stock price [4] - Citigroup and other institutions noted that the tight supply and demand for glass fiber cloth may indirectly benefit the glass fiber sector, but the company's focus on new energy glass requires attention to its operational improvements [4] - Current institutional research frequency is low, but profit forecasts indicate a potential year-on-year net profit growth of 114.29% for 2026 [4]

（编辑 王雪儿） 证券日报网讯 2月10日，凯盛新能在互动平台回答投资者提问时表示，综合市场各方面的信息来看，太 空光伏尚处在探索初期阶段，技术路线并未十分明确，产业化进程也受到多重因素的影响，进入大规模 商业应用阶段尚需一定时间验证。本公司目前专注于地面光伏组件的封装玻璃领域，主导产品为 1.6mm-3.2mm盖板和背板玻璃，未开展太空光伏专用组件玻璃的技术研发和产线建设。 ...

Group 1 - The photovoltaic sector experienced significant gains, with multiple stocks hitting their daily limit up, including GCL-Poly Energy, which achieved a four-day consecutive rise [1] - Notable stocks with substantial increases include Suwen Electric, Juhe Materials, and others, all reaching a 20% limit up [1] - Several companies such as Jietu, Liancheng CNC, and Jinko Energy saw their stock prices rise by over 11% [1] Group 2 - Specific stock performance data shows that Tongxiang Technology surged by 29.98%, reaching a price of 25.23, with a net inflow of 7.89 million [2] - Suwen Electric and Juhe Materials both increased by 20%, with current prices of 26.16 and 89.23 respectively [2] - Other notable performers include Jietu with an 18.86% rise, and Liancheng CNC with a 15.02% increase [2] Group 3 - The Hong Kong stock market also reflected strong performance in the photovoltaic sector, with Jun Da shares rising over 15% and GCL-Poly Energy increasing by over 14% [3] - Other companies in the Hong Kong market, such as Kaisheng New Energy, also saw gains exceeding 7% [3]

Group 1 - The core point of the announcement is that the company’s board of directors has approved a proposal to provide a guarantee for its subsidiaries' financing activities, with a total guarantee amount not exceeding RMB 1.83 billion for the year 2026 [3][11][25] - The board meeting was held on February 3, 2026, with all 9 directors present, confirming the legality and validity of the meeting [2][4] - The proposal for the guarantee will be submitted for approval at the company's first extraordinary general meeting of shareholders scheduled for March 3, 2026 [5][6] Group 2 - The proposed guarantee amount includes a limit of RMB 1.05 billion for subsidiaries with an asset-liability ratio exceeding 70% [11][13] - The guarantee is intended to support the daily operations and business development of subsidiaries, optimizing financing structure and reducing costs [24][25] - The guarantee will be valid for a maximum of 12 months from the date of approval by the shareholders' meeting [16][18] Group 3 - The company has no external guarantees as of the announcement date [26] - The board believes that the proposed guarantee aligns with the company's operational needs and strategic deployment for 2026, benefiting all shareholders [25] - The company will ensure that the guarantee does not harm the interests of the company and minority shareholders, as the subsidiaries involved are under the company's actual control and have good credit status [24][25]

证券日报网讯2月3日，凯盛新能（600876）发布公告称，截至本公告日，本公司及子公司无对外担保。 ...

Group 1 - Zairun New Energy focuses on the research and development of perovskite battery core materials and equipment, with a strong emphasis on high-purity and high-stability products suitable for large-scale production [1] - The company has completed multiple pilot tests and its product performance has been validated by third-party authorities [1] - Zairun's high-radiation-resistant perovskite precursor materials enhance battery stability in extreme space environments, positioning the company to become a core supplier in the space photovoltaic supply chain [1] Group 2 - Aotwei is a leading domestic photovoltaic equipment enterprise, with early layouts in perovskite production line equipment and technology covering key processes such as laser etching and thin film deposition [2] - The company's self-developed laser repair equipment significantly improves battery yield and is at the forefront of industry standards [2] - Aotwei's equipment optimizes battery manufacturing processes to meet the stringent requirements of space photovoltaic applications, potentially making it a core supplier in this sector [2] Group 3 - Haiyou New Materials is a core supplier of photovoltaic packaging materials, focusing on the development of POE films and back sheets for perovskite batteries [3] - The company has developed radiation-resistant packaging films that ensure long-term stable operation of perovskite batteries in space environments [3] - As the space photovoltaic market scales, Haiyou is positioned to become a key supplier of packaging materials for perovskite batteries [3] Group 4 - Gaoce Co., Ltd. is a leading domestic company in photovoltaic cutting equipment and silicon wafer processing, actively developing ultra-thin silicon cutting technology for perovskite batteries [4] - The company's ultra-thin silicon wafers, with thicknesses as low as 50μm, meet the lightweight requirements of perovskite batteries [4] - Gaoce's technology supports the stringent demands of space photovoltaic applications, positioning it to become a core supplier of silicon wafers for perovskite batteries [4]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 （前稱「LUOYANG GLASS COMPANY LIMITED洛陽玻璃股份有限公司」） （在中華人民共和國註冊成立之股份有限公司） （股份編號：01108） 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 中 國 • 洛 陽 二零二六年二月三日 於 本 公 告 日 期，董 事 會 包 括 四 名 執 行 董 事：謝 軍 先 生、章 榕 先 生、陳 鵬 先 生 及 何 清 波 先 生；兩 名 非 執 行 董 事：吳 丹 女 士 及 楊 建 強 先 生；及 三 名 獨 立 非 執 行 董 事：范 保 群 先 生、陳 其 鎖 先 生 及 袁 堅 女 士。 证券代码：600876 证券简称：凯盛新能 编号:临 2026-002 号 凯盛新能源股份有限公司 茲載列凱盛新能源股份有限公司在上海證券交易所網站 ...

（股份編號：01108） 二零二六年第一次臨時股東會適用之股東代理人委託書 本人╱我們 （附註1） （前稱「LUOYANG GLASS COMPANY LIMITED洛陽玻璃股份有限公司」） （在中華人民共和國註冊成立之股份有限公司） 附註： 1. 請用正楷填上登記在股東名冊上的全名及地址。 2. 請將以 閣下名下登記之與本股東代理人委託書有關之股份數目填上，並刪去不適用者。如未填上股數，則本股東代理人委託 書視為與 閣下在股東名冊內以 閣下名義所登記之全部股數有關。 3. 如欲委託會議主席以外之人士為股東代理人，請將「會議主席或」之字樣刪去，並在空欄內填上 閣下所擬委託股東代理人之姓 名及地址，股東可委託一位或多位股東代理人出席臨時股東會及於會上投票，受委託代理人毋須為本公司股東。 4. 注意：如欲投票贊成任何議案，請在「贊成」欄內加上「✔」號；如欲投票反對任何決議案，則請在「反對」欄內加上「✔」號。如欲投 棄權票予任何議案，請在「棄權」欄內加上「✔」號。如無任何指示，股東代理人可自行酌情投票。 閣下之股東代理人亦有權就 於臨時股東會上正式提出而未載於召開臨時股東會通告的任何決議案自行酌情投票。 附表： | ...