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隆基绿能科技股份有限公司关于完成工商变更登记的公告
Shang Hai Zheng Quan Bao· 2025-09-11 18:42
股票代码:601012 股票简称:隆基绿能 公告编号:临2025-079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 关于完成工商变更登记的公告 二、工商登记变更完成情况 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。 一、公司注册资本变动及《公司章程》修订相关事项 隆基绿能科技股份有限公司(以下简称"公司")第五届董事会2025年第五次会议、2024年年度股东大会 审议通过了《关于取消监事会、变更注册资本并修订〈公司章程〉的议案》,同意将公司注册资本由 7,578,044,598元变更至7,578,049,736元,并对《公司章程》相应条款进行修订。(详见公司2025年5月27 日、2025年7月1日披露的相关公告) 公司于近日完成了工商变更登记及备案手续,并取得了西安市市场监督管理局换发的《营业执照》,公 司注册资本变更为7,578,049,736元,修订后的《公司章程》已进行备案登记,其他营业执照登记信息不 变。 特此公告。 隆基绿能科技股份有限公司董事会 2025年9月12日 ...
隆基绿能大宗交易成交53.00万股 成交额915.76万元
Zheng Quan Shi Bao Wang· 2025-09-11 13:13
隆基绿能9月11日大宗交易平台出现一笔成交,成交量53.00万股,成交金额915.76万元,大宗交易成交 价为17.28元。该笔交易的买方营业部为招商证券股份有限公司内设营业部(自营),卖方营业部为招 商证券股份有限公司西安曲江新区证券营业部。 进一步统计,近3个月内该股累计发生8笔大宗交易,合计成交金额为4953.44万元。 两融数据显示,该股最新融资余额为44.36亿元,近5日增加1.65亿元,增幅为3.86%。(数据宝) 9月11日隆基绿能大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | (万 | (万元) | 格 | 折溢价(%) | 买方营业部 | 卖方营业部 | | 股) | | (元) | | | | | 53.00 | 915.76 | 17.28 | 0.00 | 招商证券股份有限公司 | 招商证券股份有限公司西 | | | | | | 内设营业部(自营) | 安曲江新区证券营业部 | 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (文章来源:证券时报网) 证券时报 ...
隆基绿能:关于完成工商变更登记的公告
Zheng Quan Ri Bao· 2025-09-11 13:11
(文章来源:证券日报) 证券日报网讯 9月11日晚间,隆基绿能发布公告称,公司于近日完成了工商变更登记及备案手续,并取 得了西安市市场监督管理局换发的《营业执照》,公司注册资本变更为7,578,049,736元,修订后的 《公司章程》已进行备案登记,其他营业执照登记信息不变。 ...
隆基绿能今日大宗交易平价成交53万股,成交额915.76万元
Xin Lang Cai Jing· 2025-09-11 09:37
Group 1 - Longi Green Energy executed a block trade of 530,000 shares on September 11, with a transaction value of 9.1576 million yuan, accounting for 0.48% of the total transaction volume for the day [1] - The transaction price was 17.28 yuan, which remained unchanged compared to the market closing price of 17.28 yuan [1]
隆基绿能(601012) - 关于完成工商变更登记的公告
2025-09-11 08:00
隆基绿能科技股份有限公司(以下简称"公司")第五届董事会 2025 年第 五次会议、2024 年年度股东大会审议通过了《关于取消监事会、变更注册资本 并修订<公司章程>的议案》,同意将公司注册资本由 7,578,044,598 元变更至 7,578,049,736 元,并对《公司章程》相应条款进行修订。(详见公司 2025 年 5 月 27 日、2025 年 7 月 1 日披露的相关公告) 二、工商登记变更完成情况 公司于近日完成了工商变更登记及备案手续,并取得了西安市市场监督管理 局换发的《营业执照》,公司注册资本变更为 7,578,049,736 元,修订后的《公 司章程》已进行备案登记,其他营业执照登记信息不变。 特此公告。 | 股票代码:601012 | 股票简称:隆基绿能 | 公告编号:临 | 2025-079 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 关于完成工商变更登记的公告 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 ...
涨超2.0%,光伏ETF基金(516180)近1周涨幅排名可比基金头部
Sou Hu Cai Jing· 2025-09-11 06:43
Group 1 - The Zhongzheng Photovoltaic Industry Index (931151) has shown a strong increase of 2.50% as of September 11, 2025, with significant gains in constituent stocks such as Juhe Materials (688503) up by 11.56% and Kehua Data (002335) up by 10.01% [2] - The Photovoltaic ETF Fund (516180) has risen by 1.80%, with the latest price reported at 0.74 yuan, and has accumulated a weekly increase of 4.78% as of September 10, 2025, ranking 3rd among comparable funds [2] - The Zhongzheng Photovoltaic Industry Index selects up to 50 representative listed companies from the photovoltaic industry chain to reflect the overall performance of these securities [2] Group 2 - As of August 29, 2025, the top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index include Yangguang Electric (300274), Longi Green Energy (601012), and TCL Technology (000100), collectively accounting for 56.14% of the index [3] - The weight and performance of the top stocks are as follows: Yangguang Electric at 10.51% with a rise of 4.61%, Longi Green Energy at 9.97% with a slight increase of 0.17%, and TCL Technology at 9.42% with a rise of 1.37% [5]
隆基绿能副总裁张海濛:光伏产能退出阻力大,规则尚未特别清晰
Hua Xia Shi Bao· 2025-09-11 05:30
Core Viewpoint - The photovoltaic industry is currently facing significant challenges due to "involution," characterized by overcapacity, declining prices, and severe technological homogenization, prompting discussions on capacity exit and industry regulation [2][3][4]. Group 1: Industry Challenges - The photovoltaic industry has experienced "involution" driven by three key factors: capacity mismatch, continuous price declines, and severe technological homogenization [2]. - The initial expectation for capacity exit was around one year, but current trends indicate a downward adjustment in industry expectations [2]. - The exit of capacity is hindered by the interests of various stakeholders, including companies, capital markets, and local governments, making the process challenging [2]. Group 2: Regulatory Interventions - Recent changes indicate a shift from self-regulation to active government intervention, with multiple government departments convening to address competition order in the photovoltaic industry [3]. - A meeting on August 19 outlined four key requirements: strengthening industry regulation, curbing low-price competition, standardizing product quality, and supporting industry self-regulation [3]. - The Ministry of Industry and Information Technology (MIIT) is working with relevant departments to address irrational competition in key industries, including photovoltaics [3]. Group 3: Market Recovery - The photovoltaic market is showing signs of recovery, with significant price rebounds, particularly in silicon materials, which are now around 50,000 RMB per ton [4]. - The Wind photovoltaic index has risen significantly, from a low of 2210.32 points last August to over 3400 points, indicating strong market performance [4]. - Despite the recovery, the industry still faces the common challenge of effectively exiting excess capacity across various segments [4]. Group 4: Capacity Exit Standards - There is currently no clear standard for capacity exit, leading to discussions on whether to adopt a "leading enterprise" approach or a more uniform method [4][6]. - The industry is calling for stricter standards to ensure that only efficient producers remain in the market, which is crucial for the overall health of the sector [5][6]. - The "leading enterprise" plan, which was previously implemented, is being revisited as a potential solution to promote high-efficiency products and technologies [6][7]. Group 5: Quality Concerns - Recent issues regarding the quality of photovoltaic products, including power mislabeling and safety concerns, have emerged, potentially impacting efficiency and returns [8]. - The industry is urged to establish quality thresholds and mechanisms to guide resources towards higher quality production [8]. - A long-term imbalance in supply and demand could stifle innovation and investment in the sector, threatening its competitive edge [8][9]. Group 6: International Implications - The challenges faced by the photovoltaic industry are not limited to domestic markets but are also affecting international customers, leading to hesitance in order placements [9]. - Price pressures have resulted in significant drops, with some customers experiencing price reductions of up to 20% shortly after stocking [9]. - The extended shipping times due to geopolitical issues have further complicated supply chain planning for international clients [9].
新能源ETF(159875)红盘上扬,成分股科华数据10cm涨停,机构:新能源中长期配置价值逐步显现
Sou Hu Cai Jing· 2025-09-11 03:24
截至2025年9月11日 10:48,中证新能源指数上涨0.56%,成分股科华数据10cm涨停,奥特维上涨5.51%,厦钨新能上涨5.35%,恩捷股份上涨5.07%,中材科 技上涨4.82%。新能源ETF(159875)上涨0.51%。拉长时间看,截至2025年9月10日,新能源ETF近1周累计上涨6.52%。 有机构表示,当前新能源板块估值处于历史较低水平,且有产业高景气(国内渗透率高、海外需求回暖)、技术创新(固态电池等技术产业化加速)、政策 持续支持(购置税优惠延续等)支撑,中长期配置价值逐步显现。 数据显示,截至2025年8月29日,中证新能源指数前十大权重股分别为宁德时代、阳光电源、隆基绿能、中国核电、特变电工、亿纬锂能、华友钴业、三峡 能源、通威股份、天齐锂业,前十大权重股合计占比42.78%。 以上内容与数据,与有连云立场无关,不构成投资建议。据此操作,风险自担。 截至9月10日,新能源ETF近6月净值上涨25.20%,指数股票型基金排名519/3589,居于前14.46%。从收益能力看,截至2025年9月10日,新能源ETF自成立以 来,最高单月回报为25.07%,最长连涨月数为4个月,最长连 ...
隆基绿能入局储能? 一家6轮融资企业或被收购 | 能见派
Xin Lang Cai Jing· 2025-09-11 00:54
文 | 《能见派》栏目 刘丽丽 光伏巨头中,一直宣称不做电化学储能的隆基绿能,近日传出入局储能的消息。 有消息称,隆基绿能可能已经参股储能企业苏州精控能源科技股份有限公司,或还在接触另一家储能企 业并考虑收购。有消息人士对《能见派》栏目透露,其接触的储能企业或为奇点能源,该企业已经完成 6轮融资,曾于2022年启动上市计划,至今未果。 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 对此,《能见派》栏目求证隆基绿能方面,隆基绿能内部人士表示,"现在光储需求在持续增加,公司 在考虑这个事情,具体怎么样介入到这个环节,现在内部有关部门还在推动。关于参股和收购的具体情 况,只能说公司在考虑这件事。" 隆基绿能2025年上半年亏损超25亿元。形势逼人,董事长钟宝申一改去年的态度,称找到了做储能的 点,就是"客户的协同价值很大"。多位行业人士认为,隆基现在入局储能已经较晚。 国内市场,无论大储,还是工商储,价格都不断下探。多家企业高管都表示,现在是最难熬的时刻。 钟宝申的观念转变晚了吗? "隆基绿能现在做储能算不算晚?"当隆基入局储能的消息传出时,这是出现在很多投资者脑子中的第一 个问题。 事 ...
东南亚光伏市场:从"出口跳板"到"市场终端"
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-09-11 00:26
近年来,随着全球能源转型步伐加快,亚洲地区正在成为光伏产业发展新高地。尤其是东南亚国家,凭 借丰富的太阳能资源、日益完善的政策框架和巨大的电力需求,吸引大量中国光伏企业落地投资。原本 主要作为中国光伏制造出口欧美"跳板"的东南亚,已成为中国企业开发本地市场、参与区域能源转型的 重要前沿。 美国能源经济与金融分析研究所指出,孟加拉国、巴基斯坦、斯里兰卡等亚洲国家虽面临电网容量、融 资与技术等多重挑战,但政策与监管支持正逐步推进光伏装机目标。东南亚开始步入能源战略转型期, 清洁能源替代传统能源的步伐正在加速。 为推进能源转型,东南亚多国明确提出光伏发展目标。越南设定到2030年实现18吉瓦风电和太阳能装机 容量;泰国计划2030年可再生能源占比达到30%;菲律宾则通过绿色能源发电项目拍卖释放超10吉瓦光 伏发电项目,正式进入国家级清洁能源招标周期。马来西亚、印尼等国也纷纷制定可再生能源装机目 标,政策框架逐步完善。 与此同时,南亚、中亚、东南亚光照资源丰富,光伏发电成本持续下降,已低于煤电,成为最经济的发 电方式之一。以乌兹别克斯坦为例,该国地处中亚腹地,可再生能源丰富,其中约97%为太阳能。据世 界银行估计,当 ...