本报（chinatimes.net.cn）记者李佳佳 李未来 北京报道 光伏圈不断传出跨界储能行业的信息。 近日，天合光能股份有限公司（下称"天合光能"，688599.SH）自愿披露斩获海外储能大单的消息。在 此之前，陕西省市场监督管理局官网刚刚公示了隆基绿能科技股份有限公司（下称"隆基绿能"， 601012.SH）收购苏州精控能源科技股份有限公司（下称"精控能源"）股权案。隆基绿能拟通过收购股 权、增资入股、表决权委托的形式，取得精控能源约61.9998%的表决权，正式切入储能赛道。 中国新能源电力投融资联盟秘书长彭澎接受《华夏时报》记者采访时表示，"随着新能源装机量持续增 长，电网对系统灵活性的要求日益提升。在储能成本下降至当前水平后，其已成为保障系统灵活性的关 键力量。因此，光伏装机规模不断扩大的背景下，储能市场规模必然随之增长，这也是隆基选择在此节 点收购储能企业的核心逻辑。这与光伏行业爆发期时，收购组件企业的布局逻辑十分相似。如今，像天 合光能这类早期布局储能的光伏企业，不仅斩获海外大额订单，整体利润率也不错。" 光伏企业竞相入局 当前，国内储能市场中主要有三类玩家，第一类是储能品牌商，第二类为锂电 ...

Core Viewpoint - The chairman of Longi Green Energy Technology Co., Ltd., Mr. Zhong Baoshen, has completed a share buyback plan, demonstrating confidence in the company's future development and long-term investment value [2][4][9]. Group 1: Buyback Plan Overview - The buyback plan was initiated by Mr. Zhong Baoshen, starting from November 26, 2024, for a duration of 12 months, with a minimum investment of RMB 100 million [2][5]. - The buyback was executed through the Shanghai Stock Exchange, with a total of 6,131,900 shares acquired, representing 0.08% of the company's total share capital, and a total expenditure of RMB 100.6931 million [2][7]. - After the completion of the buyback, Mr. Zhong holds 110,780,006 shares, which is 1.46% of the total share capital [8]. Group 2: Purpose and Commitment - The purpose of the buyback is to enhance shareholder value and investor confidence based on the company's expected stable growth [4]. - The buyback was funded through personal and self-raised funds, with a commitment from Mr. Zhong not to sell any shares during the buyback period and to avoid insider trading [6].

Core Viewpoint - Longi Green Energy announced that its chairman, Mr. Zhong Baoshan, has completed a share buyback plan, acquiring a total of 6,131,900 shares, which represents 0.08% of the company's total share capital, with a total investment of 100.6931 million yuan [2] Summary by Categories Company Actions - The share buyback was executed through the Shanghai Stock Exchange's centralized bidding trading system [2] - The total amount invested in the share buyback plan was 100.6931 million yuan [2] Shareholder Impact - The chairman's acquisition of shares indicates confidence in the company's future performance and may positively influence investor sentiment [2]

Core Points - Longi Green Energy (601012.SH) announced that Mr. Zhong Baoshan has cumulatively increased his shareholding by 6,131,900 shares through centralized bidding on the Shanghai Stock Exchange, representing 0.08% of the company's total share capital [1] - The total amount invested in this share increase is 100.6931 million yuan, and the share buyback plan has been fully implemented [1]

Market Overview - The Shanghai Composite Index fell by 2.45% on November 21, with the largest declines in the comprehensive and non-ferrous metal sectors, down 5.50% and 5.26% respectively [1] - The net outflow of capital from the two markets reached 128.99 billion yuan, with only one sector, media, seeing a net inflow of 1.48 billion yuan [1] Electric Equipment Industry - The electric equipment sector experienced a decline of 5.17%, with a net capital outflow of 19.535 billion yuan [2] - Out of 364 stocks in the electric equipment sector, only 10 stocks rose, with 2 hitting the daily limit, while 354 stocks fell, including 11 hitting the daily limit [2] - The top three stocks with the highest net capital inflow in the electric equipment sector were Ningde Times (8.754 million yuan), Tianji Shares (8.565 million yuan), and Fangzheng Electric (5.651 million yuan) [2] - The stocks with the largest net capital outflow included Sunshine Power (1.186 billion yuan), Longi Green Energy (872 million yuan), and TBEA (843 million yuan) [2][3] Capital Flow Analysis - The electric equipment sector had 41 stocks with net capital inflow, while 49 stocks saw outflows exceeding 100 million yuan [2] - The stocks with the largest capital outflows were Sunshine Power, Longi Green Energy, and TBEA, with outflows of 1.186 billion yuan, 872 million yuan, and 843 million yuan respectively [3]

Group 1: Shareholding Changes - Company Zhaoyi Innovation announced that several directors and senior management personnel plan to reduce their holdings by a total of 249,000 shares, with specific reductions from the vice chairman and general manager, as well as other vice presidents [1] - Company Super Aerospace announced a stock suspension due to its controlling shareholders planning a significant matter that may lead to a change in control [2] - Company Haosai is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure laws [5] Group 2: Major Contracts and Projects - Company Dajin Heavy Industry's wholly-owned subsidiary signed a contract worth approximately 1.339 billion yuan for a European offshore wind farm project, which represents 35.41% of the company's audited revenue for 2024 [3] - Company Ruifeng New Materials plans to increase capital by 200 million yuan in a related party to advance a lithium hexafluorophosphate project [6] Group 3: Regulatory Actions - Company Jushi Chemical received a notice from the CSRC regarding an investigation for suspected violations of information disclosure laws [4] - Company Huosai is also under investigation by the CSRC for similar reasons [5] Group 4: Investment and Acquisitions - Company Gao Neng Environment plans to acquire 45.2% equity in three mining companies [7] - Company Aerospace Electric intends to purchase 32% equity in Shenzhen Aerospace Electric Motor System Co., Ltd. through public bidding [8]

Group 1 - The silicon energy concept sector experienced a decline of 6.72%, ranking among the top losers in the market, with companies like Daway Co., Ltd., Furui Co., and Chenguang New Materials hitting the daily limit down [1][2] - Major outflows of capital were observed in the silicon energy sector, with a net outflow of 4.717 billion yuan, affecting 49 stocks, including Longi Green Energy, which saw a net outflow of 872 million yuan [2][3] - The top stocks with significant capital outflows included TBEA Co. and JinkoSolar, with net outflows of 843 million yuan and 369 million yuan respectively [2][3] Group 2 - The top gainers in the market included the China Shipbuilding System, which rose by 3.24%, while the titanium dioxide concept fell by 7.12% [2] - The capital inflow leaders in the silicon energy sector were Guosheng Technology, Yuanxiang New Materials, and Furui Co., with inflows of 13.54 million yuan, 5.31 million yuan, and 4.23 million yuan respectively [4] - The trading volume for Longi Green Energy was 3.79%, while TBEA Co. had a turnover rate of 6.34% [3][4]

Core Viewpoint - Longi Green Energy (601012.SH) announced that Chairman Zhong Baoshen has completed a share buyback plan, acquiring a total of 6.1319 million shares, which represents 0.08% of the company's total equity, with a total investment of 1.01 billion yuan [1] Group 1 - The share buyback was executed through the Shanghai Stock Exchange's centralized bidding trading system [1] - The total amount invested in the share buyback plan was 1.01 billion yuan [1] - The buyback plan was completed as of November 21, 2025 [1]

Core Points - Longi Green Energy (601012.SH) announced that as of November 21, 2025, Chairman Zhong Baoshen has cumulatively increased his shareholding by 6.1319 million shares, representing 0.08% of the company's total share capital [1] - The total amount invested in this share buyback plan is 101 million yuan, and the plan has been fully implemented [1]

| 债券代码:113053 | 债券简称:隆 | 22 | 转债 | | | | | --- | --- | --- | --- | --- | --- | --- | | 股票代码:601012 债券代码:244101 | 股票简称:隆基绿能 债券简称:GK | 隆基 | 01 | 公告编号:临 | 2025-087 | 号 | 隆基绿能科技股份有限公司 关于董事长增持公司股份计划完成的公告 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： 增持计划的基本情况：隆基绿能科技股份有限公司（以下简称"公司"） 董事长钟宝申先生计划自 2024 年 11 月 26 日起 12 个月内通过上海证券交易所系 统允许的方式增持公司股份，增持金额不低于人民币 1 亿元（以下简称"本次增 持计划"）。 增持计划实施结果：截至 2025 年 11 月 21 日，钟宝申先生通过上海证券 交易所交易系统集中竞价交易方式累计增持公司股份 6,131,900 股，占公司总股 本的 0.08%，累计增持金额为 10,069.31 万元，本 ...