证券之星消息，11月3日电力板块较上一交易日上涨0.69%，华光环能领涨。当日上证指数报收于 3976.52，上涨0.55%。深证成指报收于13404.06，上涨0.19%。电力板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600475 | 华光环能 | 17.01 | 10.03% | 40.54万 | 6.66亿 | | 601778 | 晶科科技 | 3.66 | 4.57% | 164.11万 | 5.90亿 | | 002256 | 兆新股份 | 3.09 | 4.39% | 136.06万 | 4.15亿 | | 605162 | 新中港 | 9.23 | 3.48% | 12.31万 | 1.13亿 | | 002218 | 拓日新能 | 3.75 | 2.74% | 37.77万 | 1.40亿 | | 000692 | 惠天热电 | 3.83 | 2.68% | 24.77万 | 9445.61万 | | 000037 | 深南电A | 8.96 | 2 ...

Core Points - JinkoSolar (601778) announced on October 31 that it has completed the relevant business change registration procedures and the filing of its Articles of Association as of October 30, 2025 [1] - The company has obtained a new business license issued by the Market Supervision Administration of Shangrao City [1]

证券代码：601778 证券简称：晶科科技 公告编号：2025-121 晶科电力科技股份有限公司 关于召开 2025 年第三季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。 重要提示： 晶科电力科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 31 日发 布公司《2025 年第三季度报告》。为便于广大投资者更全面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 14 日（星期五） 13:00-14:00 举行 2025 年第三季度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次业绩说明会以网络互动形式召开，公司将针对 2025 年第三季度经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 会议召开时间：2025 年 11 月 14 日（星期五）13:00-14:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https: ...

证券代码：601778 证券简称：晶科科技 公告编号：2025-120 晶科电力科技股份有限公司 关于公司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、准确性和完整性承担法律责任。 成立日期：2011 年 07 月 28 日 经营范围：许可项目：发电业务、输电业务、供（配）电业务，输电、供电、 受电电力设施的安装、维修和试验，建设工程设计，建设工程施工（依法须经批 准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准 类型：股份有限公司（中外合资，上市） 住所：江西省上饶市横峰县岑阳镇国道西路 63 号 法定代表人：李仙德 注册资本：357,097.3871 万元人民币 2025 年 10 月 30 日，公司已完成相关工商变更登记手续及《公司章程》的 备案，并取得上饶市市场监督管理局换发的新的《营业执照》。变更后的《营业 执照》具体信息如下： 统一社会信用代码：913611005787856680 名称：晶科电力科技股份有限公司 晶科电力科技股份有限公司（以下简称"公司"）分别于 2025 年 8 月 27 日、 ...

Core Viewpoint - Jinko Power Technology Co., Ltd. (Jinko Technology) demonstrates robust growth in its Q3 2025 report, highlighting the company's long-term value resilience with significant increases in revenue and net profit [1][2]. Financial Performance - In Q3, Jinko Technology achieved operating revenue of 998 million yuan and a net profit attributable to shareholders of 233 million yuan, marking a year-on-year increase of 76.49% [1]. - For the first three quarters, the net profit attributable to shareholders reached 356 million yuan, up 61.82% year-on-year, surpassing the total net profit for the previous year [1]. Cash Flow and Operational Efficiency - The company reported a net cash flow from operating activities of 3.273 billion yuan, a remarkable increase of 454.05% compared to the same period last year, indicating enhanced cash generation capabilities [2]. - As of the end of Q3, Jinko Technology's cash and cash equivalents amounted to 5.394 billion yuan, reflecting an increase of approximately 360 million yuan from the end of the previous year, showcasing improved operational efficiency [2]. Strategic Developments - Jinko Technology is actively expanding into new business areas such as integrated solar storage, electricity sales, virtual power plants, and microgrids, leveraging its advantages in power generation and customer base to enhance service offerings and revenue potential [2]. - The company is implementing a "rolling development" light asset operation strategy, with the Antequera solar project nearing completion and expected to commence commercial operations in Q4 2025 [2]. Energy Storage Business - The energy storage sector is identified as a core strategic focus for Jinko Technology in 2025, with significant progress made since entering the market in 2022, including the establishment of multiple storage application scenarios across various provinces [3]. - In 2023, Jinko Technology added 6 GWh of new energy storage capacity, with 3 GWh of projects either operational or under construction [3]. - The successful grid connection of the 100 MW/200 MWh energy storage project in Feidong marks a significant milestone, contributing to local grid services and supporting market-driven electricity consumption [3]. - The company plans to adopt a mixed commercial model for its energy storage business, aiming for rapid scaling while balancing ownership and transfer strategies, positioning energy storage as a new profit growth point [3].

Group 1: Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 3.122 billion yuan and a net profit attributable to shareholders of 356 million yuan, continuing a steady growth trend [1] - The net profit for the first three quarters increased by 61.82% year-on-year, surpassing the total net profit for the entire year of 2024 [1] - The net cash flow from operating activities significantly increased by 454.05% year-on-year, reaching 3.273 billion yuan, indicating improved profit quality and market competitiveness [1] Group 2: Cash Flow and Financial Stability - As of the end of the third quarter, the company had cash and cash equivalents of 5.394 billion yuan, providing a solid financial foundation for operational flexibility and strategic upgrades [1] - The company is actively exploring investment and merger opportunities, focusing on new financial models such as digital assets to inject liquidity into the industry [1] Group 3: Energy Storage Business Development - The domestic energy storage industry is experiencing rapid growth, with the company successfully connecting the 100MW/200MWh energy storage project in Feidong, marking it as the first large-scale grid-side storage project in Hefei [2] - Since entering the new energy storage business in 2022, the company has established multiple applications across various provinces, with a planned additional storage capacity of 6GWh in 2025 [2] - The company plans to adopt a mixed commercial model for its energy storage business, which is expected to become a new profit growth point [2] Group 4: Strategic Initiatives - The company is actively advancing in areas such as solar-storage integration, overseas projects, and market-oriented electricity trading, aiming to build a competitive moat for future development [2] - By engaging in emerging businesses like solar-storage integration, power sales, virtual power plants, and microgrids, the company aims to provide more services to customers while generating greater revenue [2]

Group 1 - JinkoSolar (601778.SH) reported its Q3 2025 results, with 15 institutional investors holding a total of 1.339 billion shares, representing 37.49% of the company's total equity as of October 30, 2025 [1] - The top ten institutional investors collectively hold 36.74% of the shares, with a decrease of 1.21 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, one fund, the Photovoltaic ETF, reduced its holdings slightly compared to the previous quarter [2] - Eight new public funds were disclosed this period, including several from GF Fund Management, while 76 public funds were not disclosed this quarter, including major ETFs [2] - Foreign investment sentiment showed an increase in holdings from one foreign fund, Hong Kong Central Clearing Limited, with a rise of 0.17% [2]

Core Viewpoint - JinkoSolar (601778.SH) reported a decline in total operating revenue for the first three quarters of 2025, while net profit attributable to shareholders increased significantly [1] Financial Performance - Total operating revenue for the first three quarters reached 3.122 billion yuan, a year-on-year decrease of 19.73% [1] - Net profit attributable to shareholders was 356 million yuan, reflecting a year-on-year increase of 61.82% [1] - Basic earnings per share stood at 0.1 yuan [1]

Core Viewpoint - Jinko Technology is a leading player in the photovoltaic power station investment and operation sector, showcasing strong financial performance and growth potential in the renewable energy market [1][2][6]. Financial Performance - For Q3 2025, Jinko Technology reported revenue of 3.122 billion yuan, ranking 4th in the industry, with the top competitor generating 4.101 billion yuan [2]. - The company's net profit for the same period was 361 million yuan, also ranking 4th, with the industry leader achieving 1.129 billion yuan [2]. Profitability and Debt Management - Jinko Technology's debt-to-asset ratio stood at 61.66%, lower than the industry average of 62.14%, indicating good debt management [3]. - The gross profit margin was 42.93%, surpassing the industry average of 32.38%, reflecting strong profitability [3]. Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 9.22% to 130,100, while the average number of shares held per shareholder decreased by 8.44% [5]. Future Projections - Revenue forecasts for 2025 to 2027 are estimated at 5.49 billion, 5.53 billion, and 5.41 billion yuan, with net profits projected at 510 million, 530 million, and 560 million yuan respectively [6]. - The company is focusing on accelerating renewable energy subsidies and improving cash flow, with a net cash flow from operating activities of 1.99 billion yuan in H1 2025 [6]. Business Highlights - Jinko Technology is advancing its light-asset operation strategy, increasing overseas power station development, with 444 MW of overseas capacity already operational [6]. - The company has also seen significant growth in investment income, achieving 148 million yuan in H1 2025, a 636% increase year-on-year [6].

证券代码：601778 证券简称：晶科科技 公告编号：2025-117 晶科电力科技股份有限公司 关于召开2025年第五次临时股东会的通知 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。 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 11 月 17 日 1 / 6 股东会召开日期：2025年11月17日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 重要内容提示： 一、 召开会议的基本情况 (一)股东会类型和届次 2025年第五次临时股东会 (二)股东会召集人：董事会 (三)投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方 式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 11 月 17 日 10 点 30 分 召开地点：上海市闵行区申长路 1466 弄 1 号晶科中心 本次股东会审议议案及投票股东类型 | 序号 | 议案名称 | 投票股东 | | --- | --- | --- | | | ...