12月4日，陕西省千村万户"光伏+"乡村振兴示范项目现场会在西安市蓝田县召开。 今年10月，省发展改革委出台措施，进一步对千村万户"光伏+"乡村振兴示范项目给予保障性电价 支持，明确项目所发电量全额按煤电基准价执行。 省发展改革委相关负责人表示，下一步，将优化服务、强化调度，将千村万户"光伏+"打造成陕西 乡村振兴的亮丽名片。（记者：孙丹） 本次现场会通过现场观摩、经验交流和成果展示，总结推广陕西千村万户"光伏+"乡村振兴示范项 目建设经验，助力推动乡村振兴与新能源融合发展。国家能源局新能源司、省发展改革委、省农业农村 厅、国网陕西省电力有限公司、省农村信用社联合社、相关金融机构、企业代表以及村民代表、专家学 者等150余人参加。 千村万户"光伏+"乡村振兴示范项目是陕西发展分布式光伏、推进乡村全面振兴、加速经济社会绿 色低碳转型的重要举措。项目按照"政府统筹、企业提供资金、银行贷款、机构担保、农户受益、村级 分红"的模式运作，由隆基绿能负责建设，农户、村集体可自行选择纯光伏模式或光暖模式，发电收益 由提供屋顶的农户和村集体进行分红。 隆基绿能全面发挥自身技术优势，在陕西千村万户"光伏+"乡村振兴示范项目中探 ...

Group 1 - Zhongke Shuguang announced the termination of the major asset restructuring plan involving Haiguang Information due to significant changes in market conditions and prolonged discussions, which will not adversely affect the company's operations and financial status [2] - Huilun Crystal's stock will be subject to risk warnings due to false records in its 2021 and 2022 annual reports, changing its trading name to "ST Huilun" [3] - SIRUI decided to terminate the acquisition of shares in Ningbo Aola Semiconductor, with its stock set to resume trading [4] Group 2 - ST Kevin's stock will resume trading after the removal of risk warnings, changing its name to "Caesar Culture" and adjusting the daily trading limit from 5% to 10% [5] - Jiamei Packaging announced that its controlling shareholder is planning a change in control, leading to a temporary suspension of its stock [6] - Zai Sheng Technology's controlling shareholder plans to transfer 6.04% of the company's shares to Zhongrong Huaxin for a total price of 344 million yuan [7] Group 3 - Xingfu Electronics plans to invest 480 million yuan in a project to build a 40,000 tons/year electronic-grade phosphoric acid facility, expected to start construction on December 15, 2025 [8] - Jiaao Environmental Protection received an administrative penalty notice, leading to risk warnings on its stock, which will change its name to "ST Jiaao" [9] - Longi Green Energy decided to terminate its overseas issuance of Global Depositary Receipts (GDR) due to changes in external factors [10] Group 4 - Yingpais announced that its controlling shareholder plans to increase its stake in the company by 60 million to 120 million yuan [12] - Aokang International's shareholder plans to reduce its stake by up to 3% due to personal financial needs [13] - Shenzhou Information's controlling shareholder plans to reduce its stake by up to 2.95% [14] Group 5 - Bai'ao Intelligent is pre-bidding for a project worth 27.5 million yuan with a large state-owned company [16] - Jingce Electronics received orders for semiconductor testing equipment totaling approximately 433 million yuan [17] - ST Weihai, in a joint venture, won a bid for a smart agriculture project worth 652 million yuan, representing 26.27% of its audited revenue for 2024 [18]

Core Viewpoint - Longi Green Energy announced plans to engage in foreign exchange derivative trading in 2026, with a maximum transaction amount of up to USD 4 billion [1] Group 1 - The sixth board meeting of Longi Green Energy approved the proposal for foreign exchange derivative trading for the year 2026 [1] - The proposed trading activities are set to commence from January 1, 2026, and will continue until December 31, 2026 [1] - The proposal is subject to approval by the company's shareholders [1]

今日（12月9日）A股三大指数涨跌不一，上证指数收于3909.52点，跌0.37%，深证成指跌0.39%，创业板 指涨0.61%。市场全天成交额1.92万亿元，较前一交易日缩量超1300亿元。收盘上涨个股超1300只，其中 收盘股价涨停的有54只。 盘面上，共封装光学（CPO）概念领涨，板块内德科立、陕西华达均"20cm"涨停。元件、福建自贸区、 PVDF、零售等概念跟涨。海南、工业金属、金属铅概念等跌幅居前。 40股收盘价创历史新高 据证券时报·数据宝统计，不含近一年上市的次新股，今日共有40股收盘价创历史新高。从行业属性来看， 电子、通信、机械设备行业创新高的个股较为集中，分别有14股、6股、5股出现在名单中。 收盘价创历史新高股中，今日股价平均上涨4.96%，涨停的有陕西华达、德科立、洛凯股份等，涨幅居前 的有乾照光电、腾景科技、致尚科技等。 | 代码 | 首标 | 收盘价 | 日涨幅 | 行业 | | --- | --- | --- | --- | --- | | | | (元) | (%) | | | 688205 | 德科立 | 165.02 | 20.00 | 通信 | | 301517 | 陕 ...

Market Activity - On December 9, A-shares saw significant movements in the photovoltaic sector, with multiple stocks hitting the daily limit up [1] - Notable performers included Jingyuntong (601908) and Aerospace Electromechanical (600151), both of which experienced strong limit-up trading [1] - Other companies such as Dike Co. (300842) and Qingyuan Co. (603628) also saw substantial afternoon gains [1] Stock Performance - Aerospace Electromechanical: Current price 14.83 CNY, up 10.01% [2] - Jingyuntong: Current price 4.11 CNY, up 9.89% [2] - Dike Co.: Current price 61.40 CNY, up 8.67% [2] - Qingyuan Co.: Current price 15.41 CNY, up 4.97% [2] - Other notable stocks include Tuo Ri New Energy (4.38 CNY, up 4.53%) and Kehua Data (58.53 CNY, up 3.94%) [2] Industry Developments - A new company named Beijing Guanghe Qiancheng Technology Co., Ltd. has been established as a "polysilicon capacity integration acquisition platform" with a registered capital of 3 billion CNY [4] - The main business of Guanghe Qiancheng is to explore potential strategic cooperation opportunities for major industry players, including technology upgrades and market expansion [5] - The establishment of this platform is seen as a significant move to combat "internal competition" within the photovoltaic industry [5] Market Sentiment - Previous rumors regarding the failure of a "silicon material and component alliance" led to a significant market pullback in the photovoltaic sector [6] - However, recent clarifications from industry representatives and associations have dismissed these rumors as false, indicating a more stable outlook for the sector [6]

Core Viewpoint - The article highlights a significant surge in the stock prices of solar energy companies in the A-share market, driven by the establishment of a new multi-crystalline silicon production integration and acquisition platform, which is seen as a strategic move to optimize the industry and reduce competition pressure [1][4][5]. Group 1: Stock Performance - A notable increase in stock prices was observed in several solar companies, with 京运通 (Jingyuntong) and 航天机电 (Aerospace Electromechanical) hitting their daily limit up, with price increases of 9.89% and 10.01% respectively [1][2]. - Other companies such as 竞科股份 (Jingke) and 清源股份 (Qingyuan) also experienced significant gains, with increases of 8.67% and 4.97% respectively [2]. Group 2: Industry Developments - The newly established company, 北京光和谦成科技有限责任公司 (Beijing Guanghe Qiancheng Technology Co., Ltd.), has a registered capital of 30 billion yuan and aims to explore strategic cooperation opportunities within the multi-crystalline silicon industry [4][5]. - This initiative is part of a broader effort to consolidate production capacity and optimize costs in the solar industry, as indicated by discussions among major industry players [5]. - Previous rumors regarding the failure of a storage platform for silicon materials were dismissed by industry representatives, emphasizing the ongoing efforts to stabilize and enhance the solar sector [5][6].

★ 宏观动态 ★ 财政部拟发行2025年记账式附息（二十四期）国债，竞争性招标面值总额1045亿元 财政部拟发行2025年记账式附息（二十四期）国债。本期国债为2年期固定利率附息债。本期国债竞争性招标 面值总额1045亿元，进行甲类成员追加投标。本期国债票面利率通过竞争性招标确定。本期国债自2025年12月 15日开始计息，每年支付利息，付息日为每年12月15日（节假日顺延，下同），2027年12月15日偿还本金并支 付最后一次利息。招标时间为2025年12月12日上午10:35至11:35。 高市早苗就自民党支部违规收受捐款道歉 据央视新闻，当地时间12月9日，日本首相、自民党总裁高市早苗表示，就自己担任代表的自民党支部违规收 受来自企业的捐款一事表示道歉。 日本神户学院大学教授上脇博之4日向检察机关控告，高市早苗涉嫌违规收受企业的政治捐款。根据控告文 件，高市担任代表的"自民党奈良县第2选举区支部"2024年从东京都一家企业处收受了1000万日元捐款（约合 45万元人民币）。但根据日本《政治资金规正法》，该企业按其注册资本规模全年可捐款上限为750万日元。 受到控告的包括高市本人、其所属支部的会计负责人以 ...

Group 1 - Longi Green Energy has decided to terminate its plan for issuing global depositary receipts overseas and listing on the Swiss Stock Exchange, citing stable production and operations as reasons for this cautious decision [1] - Borui Communication plans to acquire a 51% stake in Meijing Technology for 66.49 million yuan to enhance its focus on modern media and digital transformation [2] - Tianyuan Dike's chairman has been placed under detention by the local supervisory authority, but the company assures that its operations remain normal and unaffected [3] Group 2 - Rhine Biotech is planning a change in control and asset acquisition, leading to a suspension of its stock trading starting December 10 [4] - Fosun Pharma's subsidiary has signed a licensing agreement with Pfizer, which includes an upfront payment of 15 million USD and potential milestone payments up to 35 million USD for the development of a GLP-1R agonist [5] - Yongmaotai intends to invest approximately 400 million yuan in a new intelligent manufacturing project for magnesium-aluminum alloy components [6] Group 3 - Huayi Group's subsidiary has been ordered to suspend operations for environmental remediation, which is expected to impact production [7][8] - Boyuan Chemical's subsidiary has commenced trial production of a 1 million tons/year soda ash production line, enhancing its market position [9] - Tiandi Technology plans to invest 3.545 billion yuan in a research center for intelligent mining equipment in Xi'an [10] Group 4 - Daye Co. has a minor stake in Jiangbei Company, which focuses on aerospace products, but its financial impact is limited due to the small shareholding [11] - Xiamen Airport is planning to acquire 100% of its controlling shareholder's subsidiary to adapt to the upcoming changes in airport operations [12] - Zhaoyi Innovation has received approval from the CSRC for its overseas listing of H-shares, planning to issue up to 51.8 million shares [13] Group 5 - Yangfan New Materials' controlling shareholder has been released from detention, allowing normal operations to resume [14] - Tangrenshen reported a decline in pig sales revenue for November, with a 24.05% decrease month-on-month [15][16] - China Merchants Shekou achieved a sales amount of 14.094 billion yuan in November, with cumulative sales reaching 170.166 billion yuan for the year [17] Group 6 - Zhengbang Technology reported a slight increase in pig sales revenue for November, with a 8.55% rise month-on-month [18] - Luoniushan's pig sales revenue increased by 13.57% year-on-year in November, despite a slight decline in monthly sales [19] - Tiankang Bio reported a 1.2% increase in pig sales revenue for November, with a year-to-date decline in total revenue [20] Group 7 - Huitai Medical plans to repurchase shares worth 200 million to 250 million yuan for employee stock ownership plans [21] - Financial Street's major shareholder increased its stake by 703,840 shares, raising its ownership to nearly 15% [22] - Shenzhou Information's major shareholder plans to reduce its stake by up to 3% [23] Group 8 - Yingpais plans to increase its stake in the company by 60 million to 120 million yuan within six months [24] - Jingu Co. intends to repurchase shares worth 30 million to 60 million yuan for employee stock ownership plans [25] - Songcheng Performing Arts plans to repurchase shares worth 100 million to 200 million yuan for capital reduction [26] Group 9 - Bai'ao Intelligent has pre-won contracts for projects totaling 27.5 million yuan, which is expected to positively impact future performance [27] - Heshun Electric has been awarded a procurement project from the State Grid worth 107 million yuan, representing nearly 25% of its projected revenue [28] - Jinggong Technology signed a sales contract worth 729 million yuan, accounting for 42.16% of its expected annual revenue [29] Group 10 - Zhongchao Holdings' subsidiary received an order for high-temperature alloy precision castings worth 51.56 million yuan [30] - Wanma Technology has pre-won multiple projects from the State Grid totaling 59.94 million yuan [31] - ST Weihai, in partnership with a construction institute, won a contract for a smart agriculture project worth 652 million yuan [32] - Chongqing Construction's subsidiary has secured a construction project worth 1.714 billion yuan [33]

智通财经APP讯， 隆基绿能(601012.SH)发布2025年员工持股计划(草案)，持股计划的参与对象为公司核 心管理和技术人员合计不超过774 人，设立规模不超过3.69亿元。持股计划将以非交易过户等法律法规 允许的方式受让公司已回购的并存放在专用证券账户内的公司A股股份，合计不超过1,984.50万股，占 公司当前股本总额的0.26%。持股计划的存续期不超过60个月，自公司公告最后一笔标的股票过户至本 员工持股计划名下之日起算。存续期满后，本员工持股计划终止，也可由员工持股计划管理委员会提请 董事会审议通过后延长。 ...

智通财经APP讯， 隆基绿能(601012.SH)发布2025年员工持股计划(草案)，持股计划的参与对象为公司核 心管理和技术人员合计不超过774 人，设立规模不超过3.69亿元。持股计划将以非交易过户等法律法规 允许的方式受让公司已回购的并存放在专用证券账户内的公司A股股份，合计不超过1,984.50万股，占 公司当前股本总额的0.26%。持股计划的存续期不超过60个月，自公司公告最后一笔标的股票过户至本 员工持股计划名下之日起算。存续期满后，本员工持股计划终止，也可由员工持股计划管理委员会提请 董事会审议通过后延长。 ...