证券代码：601012 证券简称：隆基绿能 公告编号：2025-077 号 ? 本次权益变动未触及要约收购，不会导致公司控股股东及实际控制人发 生变化。 一、减持主体减持前基本情况 债券代码：113053 债券简称：隆 22 转债 隆基绿能科技股份有限公司 本公司董事会、全体董事及相关股东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： ? 股东持股的基本情况：隆基绿能科技股份有限公司（以下简称"公司"） 于 2025 年 6 月 7 日披露了《股东减持股份计划公告》，HHLR 管理有限公司（HHLR Management Pte. Ltd.，使用"HHLR 管理有限公司-中国价值基金（交易所）"账户， 以下简称"HHLR"或"信息披露义务人"）计划自 2025 年 6 月 7 日起 15 个交易日 后的 3 个月内（即 2025 年 6 月 30 日至 2025 年 9 月 29 日），通过集中竞价交易 方式减持其持有的公司股份不超过 37,890,248 股（即不超过公司总股本的 0.50%， 以 下 简称 " 本 次 减持 计 ...

Core Insights - Longi Green Energy reported a significant reduction in net loss for the first half of the year, achieving a net loss of 2.569 billion yuan, a decrease of 50.9% compared to the previous year's loss of 5.231 billion yuan [1][3] - The company's operating revenue decreased by 14.83% year-on-year to 32.813 billion yuan, reflecting the ongoing challenges in the photovoltaic industry [1][2] - The improvement in financial performance is attributed to a substantial reduction in sales and management expenses, as well as a significant decrease in asset impairment losses [3] Financial Performance - Revenue for the first half of the year was 32.813 billion yuan, down from 38.529 billion yuan in the same period last year [2] - The net loss attributable to shareholders was 2.569 billion yuan, compared to a loss of 5.231 billion yuan in the previous year [2] - The net cash outflow from operating activities was 484 million yuan, a significant improvement from a net outflow of 6.413 billion yuan in the same period last year [3] Operational Efficiency - The company achieved a silicon wafer shipment of 52.08 GW, with external sales of 24.72 GW, and a battery module shipment of 41.85 GW [2] - Sales expenses decreased by 37% and management expenses decreased by 23%, indicating improved operational efficiency [3] - The company is focusing on the BC technology route, with HPBC2.0 product shipments reaching approximately 4 GW and a conversion efficiency of 24.8% [3] Market Expansion - Longi Green Energy has seen a significant increase in overseas silicon wafer sales, with a year-on-year growth of over 70% in markets such as Spain, Australia, and Romania [4] - The company is adapting to the complex international trade environment by adjusting its global layout and shifting focus to emerging markets to mitigate risks [4] - The penetration rate of Tai Rui silicon wafers in the export of N-type silicon wafers has reached 90% [4]

分组1 - Longi Green Energy reported a revenue of 32.81 billion yuan in the first half of 2025, a decrease of 14.83% year-on-year, with a net loss of 2.57 billion yuan, an improvement of 2.66 billion yuan compared to the previous year [1][2] - The company increased its silicon wafer shipments to 52.08 GW, with external sales of 24.72 GW, and battery module shipments of 41.85 GW, but faced losses due to market prices falling below cost levels [1][2] 分组2 - Vanke A reported a revenue of 105.32 billion yuan in the first half of 2025, a decrease of 26.23% year-on-year, with a net loss of 11.95 billion yuan, a decrease of 21.25% compared to the previous year [3][5] - The company completed the delivery of over 45,000 housing units and achieved a sales amount of 69.11 billion yuan, with a collection rate exceeding 100% [5][6] 分组3 - Tonghuashun achieved a revenue of 1.78 billion yuan in the first half of 2025, an increase of 28.07% year-on-year, with a net profit of 502 million yuan, up 38.29% [7][8] - The increase in revenue was attributed to a rise in user activity on its platform and increased demand for financial information services [7][8] 分组4 - Changan Automobile reported a revenue of 72.69 billion yuan in the first half of 2025, a decrease of 5.25% year-on-year, with a net profit of 2.29 billion yuan, down 19.09% [9][10] - The company achieved a sales volume of 1.355 million vehicles, a year-on-year increase of 1.6%, with new energy vehicle sales reaching 452,000 units, up 49.1% [9][10][11] 分组5 - Ping An Bank reported a revenue of 69.39 billion yuan in the first half of 2025, a decrease of 10.0% year-on-year, with a net profit of 24.87 billion yuan, down 3.9% [12][14] - The bank's net interest margin was 1.80%, a decrease of 16 basis points compared to the previous year [12][14] 分组6 - Longi Green Energy's net loss expanded to 4.955 billion yuan in the first half of 2025, with revenue of 40.51 billion yuan, a decrease of 7.51% year-on-year [26][28] - The company cited ongoing supply-demand imbalances in the industry as a significant challenge [26][28] 分组7 - China CNR reported a revenue of 119.76 billion yuan in the first half of 2025, an increase of 32.99% year-on-year, with a net profit of 7.25 billion yuan, up 72.48% [23][24][25] - The revenue increase was primarily driven by growth in railway equipment and new industry income [23][24] 分组8 - Jiangsu Bank reported a revenue of 448.64 billion yuan in the first half of 2025, an increase of 7.78% year-on-year, with a net profit of 202.38 billion yuan, up 8.05% [32][33] - The bank's total assets reached 4.79 trillion yuan, a growth of 21.16% compared to the previous year [32][33]

Project Investment - Qihang Tenda plans to invest 70 million in an 8000 tons/year high-performance catalytic new materials project [2] - Jingwang Electronics intends to invest 5 billion in expanding its Zhuhai Jinwan base [2] - Hualu Hengsheng plans to invest 3.039 billion in upgrading its gasification platform [2] Operating Data - China Electric Power Construction Company signed new contracts totaling 736.133 billion from January to July, representing a year-on-year increase of 4.3% [2] H-share Listing - Kexing Pharmaceutical plans to prepare for an H-share listing [2] - Huqin Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [2] Equity Acquisition - Chongqing Water intends to acquire 100% equity of Yujing Water for 354 million [2] Share Buyback - Jingao Technology plans to repurchase shares worth 200 million to 400 million [2] - Wandong Medical intends to repurchase shares worth 30 million to 60 million [2] Performance - Longi Green Energy reported a net loss of 2.569 billion in the first half of the year [2] - Hengsheng Electronics achieved a net profit of 261 million in the first half, a year-on-year increase of 771.57% [2] Increase/Decrease of Holdings - Zijin Investment plans to reduce its holdings by no more than 3% in Shun'an Environment [2] - Changjiang Electric's controlling shareholder intends to increase holdings by 4 billion to 8 billion [2] Other - Jin Yi Technology plans to raise no more than 1 billion through a private placement to its actual controller Luo Ruifa and his controlled enterprises [2] - Longhua New Materials plans to issue convertible bonds to raise no more than 960 million [2]

| 钟宝申 | | 1.45 | 110,051,106 | 0 | 无 | | --- | --- | --- | --- | --- | --- | | 然人 | | | | | | | 中国工商银行股份有限公 | | | | | | | 司－华泰柏瑞沪深 交易 | 300 | | | | | | 1.43 | 其他 | | 108,014,240 | 0 | 无 | | 型开放式指数证券投资基 | | | | | | | 金 | | | | | | | 中央汇金资产管理有限责 | | 国有法 | | | | | 任公司 人 | | | | | | | 中国建设银行股份有限公 | | | | | | | 司－易方达沪深 300 交易型 | | | | | | | 其他 | | 1.02 | 77,004,656 | 0 | 无 | | 开放式指数发起式证券投 | | | | | | | 资基金 | | | | | | | | | | | 李振国先生、李喜燕女士、李春安先生为一致行动人， | | | 上述股东关联关系或一致行动的说明 | | | | | 公司未知上述其他股东之间存在关联关系或一致行动的 | ...

Core Viewpoint - Longi Green Energy Technology Co., Ltd. held its second meeting of the sixth board of directors on August 22, 2025, where several key resolutions were passed regarding the company's financial reporting and asset management [1][2]. Group 1: Financial Reporting - The board approved the "2025 Half-Year Report Full Text and Summary," which had been previously reviewed and approved by the audit committee [1]. - The voting result for the approval of the half-year report was unanimous, with 9 votes in favor and no votes against or abstaining [1]. Group 2: Asset Management - The board approved the proposal for "2025 Half-Year Asset Impairment Provision," which was also reviewed by the audit committee prior to the board meeting [2]. - The voting result for the asset impairment provision was unanimous, with 9 votes in favor and no votes against or abstaining [2]. Group 3: Accounting Policies - The board approved the "Proposal for Changes in Accounting Policies," which had undergone prior review by the audit committee [2]. - The voting result for the accounting policy changes was unanimous, with 9 votes in favor and no votes against or abstaining [2]. Group 4: Fund Management - The board approved the "2025 Half-Year Special Report on the Storage and Use of Raised Funds," which was also reviewed by the audit committee [2]. - The voting result for the special report on raised funds was unanimous, with 9 votes in favor and no votes against or abstaining [2].

Summary of Key Points Core Viewpoint - Longi Green Energy Technology Co., Ltd. has announced the provision for asset impairment for the first half of 2025, reflecting a cautious approach to its financial status and operational results [1][2]. Group 1: Asset Impairment Provision Overview - The company plans to recognize a total impairment provision of 1,166.72 million yuan, primarily due to a decline in the prices of its main products [2]. - The impairment provision includes 48.73 million yuan for inventory and 25.45 million yuan for contract assets [2]. Group 2: Financial Impact - The impairment provision will fully impact the company's operating performance for the first half of 2025, reducing the consolidated net profit by 1,012.59 million yuan [2]. - The final amount of the impairment provision will be confirmed by the annual audit conducted by the accounting firm [2]. Group 3: Compliance and Approval - The audit committee of the board has approved the impairment provision, stating that it complies with the relevant accounting standards and internal financial management regulations [2]. - The committee believes that this provision will provide a more accurate reflection of the company's financial status and operational results, benefiting investors by offering reliable accounting information [2].

债券代码:113053 债券简称:隆 22 转债 隆基绿能科技股份有限公司 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。 根据中国证监会发布的《上市公司募集资金监管规则》和上海证券交易所颁 布的《上海证券交易所上市公司自律监管指引第 1 号——规范运作》及《上海证 券交易所上市公司自律监管指南第 1 号 公告格式 第十三号 上市公司募集资金 相关公告》等有关规定，隆基绿能科技股份有限公司（以下简称"公司"、 "本公 司"或"隆基绿能"）董事会编制了截至 2025 年 6 月 30 日的《2025 年半年度度 募集资金存放与使用情况专项报告》。 一、 募集资金基本情况 （一）2018 年度配股公开发行证券 经中国证监会证监许可[2019]202号文核准，本公司获准向原股东配售 所收市后，在中国证券登记结算有限责任公司上海分公司登记在册的隆基绿能全 体股东(总股份2,790,803,535股)，按照每10股配3股的比例配售A股股份，配股 价格为4.65元/股，最终本次配股有效认购数量为833,419,462股，募集资金总额 人民 ...

| 股票代码:601012 | 股票简称:隆基绿能 | | 公告编号:临 | 2025-073 号 | | --- | --- | --- | --- | --- | | 债券代码:113053 | 债券简称:隆 22 | 转债 | | | 隆基绿能科技股份有限公司 关于 2025 年半年度计提资产减值准备的公告 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。 根据《企业会计准则第 1 号——存货》：按照资产负债表日成本与可变现净 值孰低计量，当其可变现净值低于成本时，计提存货跌价准备。 根据《企业会计准则第 8 号——资产减值》：资产存在减值迹象的，应当估 计其可收回金额。可收回金额应当根据资产的公允价值减去处置费用后的净额与 资产预计未来现金流量的现值两者之间较高者确定。可收回金额的计量结果表明， 资产的可收回金额低于其账面价值的，应当将资产的账面价值减记至可收回金额， 减记的金额确认为资产减值损失，计入当期损益，同时计提相应的资产减值准备。 （二）计提减值准备具体情况 2025 年 1-6 月，公司对有减值迹象的资产进行 ...

| 股票代码:601012 | 股票简称:隆基绿能 | 公告编号:临 | 2025-075 | 号 | | --- | --- | --- | --- | --- | | 债券代码:113053 | 债券简称:隆 | 22 | 转债 | | 隆基绿能科技股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 9 月 1 日（星期一）15:00-16:30 会议召开方式：视频直播+电话会议+文字互动，其中视频直播及电话会议 为 15:00-16:00 进行，文字互动为 16:00-16：30 进行。 投资者可于 2025 年 8 月 25 日（星期一）起至 2025 年 8 月 29 日（星期五） 16:00 前 登 录 上 证 路 演 中 心 " 提 问 预 征 集 " 栏 目 （https://roadshow.sseinfo.com/preCallQa），根据活动时间，选中本次活动 进行提问，或通过隆基绿能科技股份有限公司（以下 ...