| 证券代码：601208 | 证券简称：东材科技 | 公告编号：2025-055 | | --- | --- | --- | | 转债代码：113064 | 转债简称：东材转债 | | 四川东材科技集团股份有限公司（以下简称"公司"或"本公司"）股票 于 2025 年 7 月 4 日、7 月 7 日、7 月 8 日连续三个交易日内日收盘价格涨幅偏离 值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于股票交易 异常波动的情形。 经公司自查核实，并向控股股东、实际控制人发函查证，截至本公告披 露日，均不存在应披露而未披露的重大信息。 转债代码：113064 转债简称：东材转债 四川东材科技集团股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容不存在虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 重要风险提示： 根据中证指数有限公司发布的相关数据，截至 2025 年 7 月 7 日，本公司 的静态市盈率为 53.90、市净率为 2.10，所属化学原料及化学制品制造业的静态 市盈率为 24.31、市净率为 1.96，公司的市盈率和市净率水平均 ...

3天2板东材科技：高级管理人员李文权、陈杰在本次股票异常波动期间存在减持股票的情形 智通财经7月8日电，东材科技(601208.SH)公告称，公司股票于2025年7月4日、7月7日、7月8日连续三 个交易日内日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动的情形。经核实，公司目前生 产经营正常，市场环境、行业政策未发生重大调整，生产成本和产品销售等情况未出现大幅波动。公 司、控股股东、实际控制人及其一致行动人均不存在影响公司股票交易异常波动的重大事项，不存在应 披露而未披露的重大事项。经公司自查，本次公司股票异常波动期间，公司高级管理人员李文权、陈杰 存在减持公司股票的情形，其减持行为与此前披露的减持计划一致，亦不存在违规减持的情形。 ...

Group 1 - The BC battery concept sector rose by 4.13%, leading the market with 40 stocks increasing, including Dongcai Technology, Junda Co., and Tongwei Co., which hit the daily limit [1] - Notable gainers in the BC battery sector included Laplace, Trina Solar, and Chipone, with increases of 9.12%, 8.10%, and 7.91% respectively [1] - The sector saw a net inflow of 2.09 billion yuan, with 32 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow, led by Tongwei Co. with 636 million yuan [1] Group 2 - The top three stocks by net inflow ratio were Tongwei Co. at 22.69%, Junda Co. at 21.00%, and Longi Green Energy at 14.34% [2] - The trading volume for Tongwei Co. was 635.72 million yuan, with a daily increase of 10.00% and a turnover rate of 3.22% [2] - Other significant stocks included Longi Green Energy with a 6.46% increase and a turnover rate of 2.94%, and Junda Co. with a 10.00% increase and a turnover rate of 10.25% [2][3] Group 3 - The BC battery concept sector's performance was contrasted with other sectors, such as the shipbuilding sector which fell by 0.45% and the biomass power generation sector which saw minimal change [1] - Stocks like Guangxin Materials and Haitan Co. experienced declines of 2.39% and 0.58% respectively, indicating some volatility within the market [1][4] - The overall market sentiment was positive for the BC battery sector, reflecting strong investor interest and capital inflows [1]

Core Viewpoint - The BC battery sector has seen a collective surge of over 4% as of July 8, with several stocks, including Tongwei Co., Ltd. and Junda Co., Ltd., reaching their daily limit up [1] Industry Summary - BC batteries, or back-contact batteries, integrate both positive and negative metal contacts on the back, allowing for a design that absorbs more sunlight and offers higher efficiency, particularly suitable for distributed photovoltaic and commercial rooftop applications [1] - By April 2025, the mass production efficiency of BC batteries is expected to exceed 27%, with a theoretical efficiency limit of 29.1% [1] - Recent discussions in the photovoltaic industry have focused on "anti-involution," with the Ministry of Industry and Information Technology emphasizing the need for lawful and orderly competition, which is expected to enhance market expectations for the healthy development of the photovoltaic industry [1] - The BC battery technology is positioned as a high-efficiency, high-value photovoltaic technology, offering better performance compared to traditional P-type and TOPCon batteries, and is anticipated to play a significant role in the industry's transformation and upgrade [1] Company Summary - Longi Green Energy (601012) has a BC production capacity of 30GW HPBC (High-efficiency Passivated Back Contact) battery project, which is already in mass production [2] - Junda Co., Ltd. has established an experimental line for BC products based on N-type technology, moving towards pilot testing and mass production of N-type products [2] - Tongwei Co., Ltd. has a comprehensive layout in various technology routes, including TOPCon, HJT, BC batteries, and perovskite/silicon tandem batteries, with ongoing breakthroughs in N-type batteries [2] - Dongcai Technology (601208) focuses on technological innovation and explores differentiated photovoltaic product development strategies, with products already applied to BC batteries [2] - Jiejia Weichuang (300724) is developing XBC battery testing and sorting equipment to address issues related to the positioning accuracy of battery grid lines on the back [3] - Foster (603806) is the largest supplier of packaging materials for Longi and Aiko's BC batteries [4] - Aiko Co., Ltd. (600732) has launched a new generation of N-type back-contact ABC battery technology components and photovoltaic energy solutions [4] - TCL Zhonghuan (002129) is enhancing its product lineup by transforming TOPCon standard component production lines and establishing a 2GW BC component production line [4]

光伏概念股震荡走强，东材科技（601208）涨停，通威股份（600438）涨超5%，英诺激光 （301021）、钧达股份（002865）、奥特维跟涨。 ...

Group 1 - The A-share photolithography machine (gel) concept has seen a short-term rise, with Dongcai Technology hitting the daily limit and achieving two consecutive boards in three days [1] - Chip Microelectronics has increased by over 8%, indicating strong market interest in the sector [1] - Other stocks such as Yake Technology, Feikai Materials, Shengjian Technology, and Huilun Crystal have also experienced upward movement, reflecting a broader trend in the industry [1]

Market Overview - The Shanghai Composite Index rose by 0.32% on July 4, with 13 out of the 28 sectors experiencing gains, led by the banking and media sectors, which increased by 1.84% and 0.91% respectively [1] - The sectors that saw the largest declines were beauty care and non-ferrous metals, with decreases of 1.87% and 1.60% respectively [1] - The basic chemical industry ranked third in terms of decline today [1] Capital Flow Analysis - The net outflow of capital from the two markets was 21.74 billion yuan, with 8 sectors experiencing net inflows [1] - The computer industry had the largest net inflow of capital, totaling 2.81 billion yuan, despite a slight decline of 0.05% in its stock price [1] - The banking sector also saw a net inflow of 758 million yuan, with a daily increase of 1.84% [1] Basic Chemical Industry Performance - The basic chemical industry fell by 1.22%, with a total net outflow of 2.174 billion yuan [2] - Out of 401 stocks in this sector, 41 stocks rose, and 354 stocks fell, with 4 stocks hitting the daily limit down [2] - The top three stocks with the highest net inflow in the basic chemical sector were Huafeng Super Fiber (1.62 billion yuan), Dongcai Technology (1.39 billion yuan), and Limin Co., Ltd. (1.24 billion yuan) [2] Basic Chemical Industry Capital Inflow and Outflow - The top stocks with capital inflow included: - Huafeng Super Fiber: +1.83%, 16.59% turnover, 161.85 million yuan inflow - Dongcai Technology: +10.01%, 11.12% turnover, 138.64 million yuan inflow - Limin Co., Ltd.: +5.83%, 22.57% turnover, 124.30 million yuan inflow [2][3] - The top stocks with capital outflow included: - Dazhongnan: +2.55%, 38.91% turnover, -195.83 million yuan outflow - Wanhua Chemical: -0.86%, 0.72% turnover, -137.99 million yuan outflow - Yanhai Co., Ltd.: -2.43%, 0.88% turnover, -98.39 million yuan outflow [3]

Core Viewpoint - The A-share computing hardware sector is experiencing strong performance, driven by the rapid development of artificial intelligence technology and positive market expectations from overseas markets like Nvidia [1][2]. Group 1: Market Performance - The A-share computing hardware sector has shown robust performance, with companies like Huadian and Jingwang Electronics reaching historical highs [1]. - Yihua New Materials' stock surged over 10%, while Jin'an Guoji successfully hit the daily limit [1]. - Several other stocks, including Aoshikang and Dongcai Technology, also recorded gains exceeding 5% [1]. Group 2: Industry Drivers - The computing hardware industry is benefiting from the rapid growth of AI technology, with PCB playing a crucial role in AI servers and high-performance computing systems [1]. - The demand for high-end PCBs is surging, leading to increased demand for upstream high-end materials, creating a supply-demand imbalance [1]. Group 3: Supply Chain Dynamics - There is a growing scarcity of high-layer and high-density interconnect (HDI) capacity, as well as a shortage of high-end material supply in the industry chain [1]. - This supply-demand imbalance presents opportunities for related companies to achieve explosive growth in performance [1]. Group 4: Infrastructure Demand - The demand for computing infrastructure is continuously increasing, with leading domestic and international manufacturers ramping up efforts to meet the surging demand for computing power [2]. - The ASIC market's growth expectations are being continuously revised upward, supporting the high prosperity of the PCB industry chain [2].

Core Points - The company announced the cumulative conversion results of its convertible bonds as of June 30, 2025, indicating a total conversion amount of 88,000 yuan and 7,511 shares issued, which represents 0.0008% of the total share capital before conversion [1][5] - As of June 30, 2025, the unconverted amount of the convertible bonds stands at 1,399,912,000 yuan, accounting for 99.9937% of the total issuance [1][5] - In the second quarter of 2025, there was no conversion activity, with a conversion amount of 0 yuan and 0 shares issued [1][5] Convertible Bond Issuance Overview - The company issued 14 million convertible bonds on November 16, 2022, with a total value of 140,000,000 yuan and a maturity of 6 years [2] - The bonds became convertible into shares starting May 22, 2023, at a conversion price of 11.75 yuan per share [2] - The conversion price has been adjusted multiple times, with the latest adjustment reducing it to 11.53 yuan per share effective June 17, 2025 [3][5] Share Capital Changes - The total share capital remained unchanged at 896,784,623 shares as of June 30, 2025, with no new shares issued during the second quarter [6]

| 证券代码：601208 | 证券简称：东材科技 | 公告编号：2025-054 | | --- | --- | --- | | 转债代码：113064 | 转债简称：东材转债 | | 四川东材科技集团股份有限公司 关于 2025 年第二季度可转债转股结果暨股份变动公告 本公司及董事会全体成员保证公告内容不存在虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实、准确和完整承担个别及连带责任。 （三）"东材转债"转股价格情况 累计转股情况："东材转债"自 2023 年 5 月 22 日开始进入转股期。截 至 2025 年 6 月 30 日，"东材转债"的累计转股金额为 88,000 元，因转股形成 的股份数量为 7,511 股，占"东材转债"转股前公司股本总额 917,710,612 股的 0.0008%。 未转股可转债情况：截至 2025 年 6 月 30 日，"东材转债"尚未转股的 金额为 1,399,912,000 元，占"东材转债"发行总量的 99.9937%。 本季度转股情况：2025 年第二季度，"东材转债"的转股金额为 0 元， 因转股形成的股份数量为 0 股，占"东材转债"转股前公司股本总额 ...