证券代码：601778 证券简称：晶科科技 公告编号：2025-077 晶科电力科技股份有限公司 关于 2024 年年度报告的信息披露监管问询函的回复 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。 晶科电力科技股份有限公司（以下简称"晶科科技"或"公司"）于近期收到 上海证券交易所上证公函【2025】0581号《关于晶科电力科技股份有限公司2024 年年度报告的信息披露监管问询函》（以下简称"《问询函》"）。公司收到《问 询函》后，积极组织相关方对《问询函》涉及的问题进行了逐项落实和回复，现 就《问询函》所涉内容回复如下。鉴于涉及商业敏感信息，公司申请对客户名称、 货币资金存放等部分内容进行了豁免披露。 一、关于收入 年报显示，公司 2024 年实现营业收入 47.75 亿元，同比增长 9.25%，区分 业务看，光伏电站开发运营转让业务收入增长 11.38%，毛利率减少 2.64 个百分 点；光伏电站 EPC 业务收入下降 5.07%，毛利率增加 7.56 个百分点；户用光伏 电站滚动开发业务收入增长 27.80%，毛 ...

证券代码：601778 证券简称：晶科科技 公告编号：2025-076 一、概况 为进一步推进公司户用光伏业务的"高周转"运营战略及投资布局，提高户 用资产周转效率，公司全资子公司上海晶坪电力有限公司（以下简称"上海晶坪"） 与阳光新能源开发股份有限公司、江西日昇绿能科技有限公司以及聚信弘源（江 苏）私募基金管理有限公司签署了《泰州光坪日昇晶新能源合伙企业（有限合伙） 之有限合伙协议》，各方共同设立泰州光坪日昇晶新能源合伙企业（有限合伙） （已于2025年2月12日更名为"泰州光坪日昇晶新能源股权投资合伙企业（有限 合伙）"）（以下简称"泰州能源基金"），并已完成实缴出资。泰州能源基金 的募集规模为人民币1,001万元，其中上海晶坪作为有限合伙人出资人民币150万 元认购14.9850%的基金份额。具体内容详见公司于2024年9月20日在上海证券交 易所网站（www.sse.com.cn）披露的《关于全资子公司参与设立股权投资基金的 公告》（公告编号：2024-087）。 二、进展情况 公司于近日收到通知，泰州能源基金已于中国证券投资基金业协会完成备案， 备案信息如下： 基金名称：泰州光坪日昇晶新能源股权投资 ...

证券代码：601778 证券简称：晶科科技 公告编号：2025-075 晶科电力科技股份有限公司 关于转让全资下属公司 100%股权暨出售部分工商业 分布式光伏电站的公告 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。 为持续推进"滚动开发"的轻资产运营战略，加快资产周转效率，晶科电力科 技股份有限公司（以下简称"晶科科技"或"公司"）拟与中建投租赁、天津金建实 施一揽子交易。公司下属 4 家工商业分布式光伏电站项目公司拟将其名下的光伏 电站设备全部销售给中建投租赁，设备含税销售价格合计为人民币 28,651.45 万 1 / 9 交易概述：公司下属 4 家工商业分布式光伏电站项目公司（以下合称"项目 公司"）拟将其名下的光伏电站设备全部销售给中建投租赁股份有限公司（以 下简称"中建投租赁"），并同步将上述项目公司的持股平台横峰县晶格电力 有限公司（以下简称"横峰晶格"或"目标公司"）的 100%股权（以下简称"标 的股权"）转让给金建（天津）企业管理有限公司（以下简称"天津金建"）， 本次设备销售及股权转让价格合计人民币 2 ...

目 录 | 关于收入………………………………………………………第 一、 | | 1—28 | 页 | | --- | --- | --- | --- | | 二、关于货币资金……………………………………………… | 第 | 28—36 | 页 | | 三、关于存货…………………………………………………… | 第 | 36—41 | 页 | | 四、关于其他资产……………………………………………… | 第 | 41—45 | 页 | | 五、关于募投项目……………………………………………… | 第 | 45—53 | 页 | 报告期内，按同一实际控制人合并披露的原则，公司细分业务板块近两年前 五名客户（电网客户按同一省电力公司合并统计）、供应商情况如下： 关于晶科电力科技股份有限公司 2024 年年度报告的信息披露监管问询函的说明 天健函〔2025〕666 号 上海证券交易所： 由晶科电力科技股份有限公司（以下简称晶科科技公司或公司）转来的《关 于晶科电力科技股份有限公司 2024 年年度报告的信息披露监管问询函》（上证 公函〔2025〕0581 号，以下简称问询函）奉悉。我们已对问询函中需要我们说 明的财务事 ...

Core Viewpoint - JinkoSolar plans to sell 100% equity of its wholly-owned subsidiary and part of its commercial distributed photovoltaic power station projects for a total price of 286.5245 million yuan, involving a total installed capacity of approximately 76.55 MW [1] Group 1 - The company intends to sell photovoltaic equipment from four commercial distributed photovoltaic power station project companies to China Construction Investment Leasing [1] - The equity transfer involves the wholly-owned subsidiary Hengfeng Jinge, which will be sold to Tianjin Jinjian [1] - The transaction has been approved by the board of directors and does not require submission to the shareholders' meeting [1]

Core Viewpoint - The enthusiasm for perovskite technology among companies stems from the realization that investments in crystalline silicon are often unprofitable, while the photovoltaic market presents significant opportunities, making perovskite the "only choice" [1][4]. Industry Trends - In the past three years, major photovoltaic companies and energy firms have entered the perovskite sector, with expectations for mass production to begin in 2025 [7]. - Companies like GCL-Poly and several startups are building gigawatt-level production lines, indicating a strong commitment to perovskite technology [3][8][9]. - Leading crystalline silicon manufacturers, including LONGi Green Energy and Trina Solar, have also invested in perovskite-silicon tandem cell research, with some already establishing hundred-megawatt production lines [10]. Market Space - Many domestic perovskite companies are targeting applications in areas like streetlights and carports, aiming to penetrate markets that crystalline silicon cannot easily cover [14]. - GCL-Poly has opted to replace crystalline silicon components directly in photovoltaic power plants, indicating a strategic focus on larger-scale applications [15]. - The efficiency of perovskite-silicon tandem cells is projected to reach up to 43%, significantly higher than current crystalline silicon efficiencies, which have not surpassed 26% [18][10]. Technological Complexity - Perovskite technology is considered more complex than crystalline silicon, which may delay the onset of competitive "involution" seen in the crystalline silicon market [5][24]. - The production of perovskite involves significant material innovations, requiring flexible manufacturing capabilities to adapt to new formulations [25][26]. - The transition from single-junction to tandem cells is crucial, as tandem cells can achieve higher efficiencies, but they also present additional technical challenges [28][29]. Future Outlook - The perovskite sector is expected to evolve significantly over the next decade, with the potential for substantial growth and innovation, unlike the stagnation seen in the crystalline silicon market [31].

Core Viewpoint - The article emphasizes the importance of investor engagement and communication with listed companies, particularly focusing on Jinko Power Technology Co., Ltd. (Jinko Technology) as part of the "I am a Shareholder" initiative by the Shanghai Stock Exchange [1][3]. Group 1: Company Overview - Jinko Technology is a leading clean energy supplier and service provider, focusing on three main sectors: photovoltaic power station development, power station services, and energy services [7][10]. - As of December 31, 2024, the company has total assets exceeding 425 billion yuan and a self-owned power station installed capacity of over 6.4 GW, ranking among the industry leaders [10][17]. - The company has established photovoltaic power stations across 27 provinces in China and has a domestic project reserve capacity of over 30 GW, with an overseas power station capacity of 3.4 GW [17]. Group 2: Investor Engagement Activities - The "I am a Shareholder" event organized by the Shanghai Stock Exchange and Shenwan Hongyuan Securities allowed investors to visit Jinko Technology, providing them with insights into the company's operations and management [3][12]. - During the event, investors toured the company's data display center and production facilities, gaining a detailed understanding of Jinko's development history and industry overview [5][10]. Group 3: Future Development and Strategy - Jinko Technology aims to enhance its core competitive advantages by focusing on both centralized and distributed business development, while also exploring investment opportunities in commercial, residential, and energy storage projects [10][12]. - The company plans to maintain a "light asset" operation strategy to accelerate capital turnover and increase the scale of power station transfers, while also investing heavily in comprehensive energy services [10][12]. - Jinko Technology is transitioning from a clean energy investor to a clean energy service provider, leveraging its global resource integration capabilities to mitigate operational risks [10][12]. Group 4: Industry Insights - A senior analyst from Shenwan Hongyuan Research Institute provided insights into the electricity industry, discussing the latest developments, core enterprise operations, and investment value, which received positive feedback from investors [11][12]. - The company is optimistic about the industry's recovery, citing supportive government policies and measures that are expected to positively impact performance [15].

Group 1 - The company will suspend the conversion of its convertible bonds "Jinko Convertible Bonds" from June 26, 2025, until the first trading day after the equity distribution registration date [1][2] - The profit distribution plan for 2024 includes a cash dividend of 0.0279 yuan per share (including tax) to all shareholders, excluding the company's repurchased shares [1][2] - The company will adjust the conversion price of "Jinko Convertible Bonds" according to the terms outlined in the bond issuance prospectus after the implementation of the profit distribution plan [2] Group 2 - The company will publish the implementation announcement of the profit distribution and the adjustment of the conversion price for "Jinko Convertible Bonds" on June 27, 2025 [2] - Holders of "Jinko Convertible Bonds" wishing to receive the dividend must convert their bonds by June 25, 2025 [2][3]

| 证券代码：601778 | 证券简称：晶科科技 | 公告编号：2025-073 | | --- | --- | --- | | 转债代码：113048 | 转债简称：晶科转债 | | 晶科电力科技股份有限公司 关于"晶科转债"可选择回售的第九次提示性公告 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: "晶科转债"持有人可回售部分或全部未转股的可转换公司债券。"晶科转 债"持有人有权选择是否进行回售，本次回售不具有强制性。 风险提示：如可转债持有人选择回售，则等同于以 100.27 元人民币/张 （含当期利息）卖出持有的"晶科转债"。截至本公告发出前的最后一个交易日， "晶科转债"的收盘价格高于本次回售价格，可转债持有人选择回售可能会带来 损失，敬请关注选择回售的投资风险。 本次满足回售条款而"晶科转债"持有人未在上述回售期内申报并实施回 售的，本计息年度即 2025 年 4 月 23 日至 2026 年 4 月 22 日不能再行使回售权。 晶科电力科技股份有限公司（以下简称"公司"）的股票自2025年4月 ...

| 证券代码：601778 | 证券简称：晶科科技 公告编号：2025-074 | | --- | --- | | 转债代码：113048 | 转债简称：晶科转债 | 证券停复牌情况：适用 因实施 2024 年年度权益分派,本公司的相关证券停复牌情况如下： | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 113048 | 晶科转债 | 可转债转股停牌 | 2025/6/26 | | | | 权益分派公告前一交易日（2025 年 6 月 26 日）至权益分派股权登记日期间， 公司可转换公司债券"晶科转债"将停止转股，股权登记日后的第一个交易日起"晶 科转债"恢复转股。 一、本次权益分派方案的基本情况 2025 年 4 月 16 日，晶科电力科技股份有限公司（以下简称"公司"）召开第三 届董事会第二十三次会议，审议通过了《关于 2024 年度利润分配预案的议案》， 公司 2024 年度利润分配方案为：以实施权益分派股权登记日的总股本扣除公司回 购股份的余额为基数，向 ...