登录新浪财经APP 搜索【信披】查看更多考评等级 10月22日，福莱特玻璃集团股份有限公司（以下简称"福莱特玻璃"）发布公告，宣布因一名激励对象存 在违法违纪行为被解除劳动关系，公司将对其已获授但尚未解除限售的40,000股限制性股票进行回购注 销，回购总价为24.92万元。本次注销完成后，公司剩余未解除限售的股权激励限制性股票将调整为 140,000股。 事件起因：激励对象违法违纪丧失资格 公告显示，本次回购注销源于公司2020年A股限制性股票激励计划首次授予部分的一名激励对象。因该 对象存在违法违纪行为，公司已解除与其劳动关系，根据《福莱特玻璃集团股份有限公司2020年A股限 制性股票激励计划》（以下简称"《激励计划》"）相关规定，其已不再符合激励条件。 《激励计划》明确，激励对象因触犯法律、违反职业道德等行为导致公司解除劳动关系的，已获授但尚 未解除限售的限制性股票不得解除限售，由公司以授予价格回购注销。基于此，公司决定对该名对象持 有的40,000股限制性股票进行回购注销，回购价格按授予价格执行，总价合计249,200元（约24.92万 元）。 决策程序与合规性：董事会审议通过 已履行债权人通知义务 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依賴該 等內容而引致的任何損失承擔任何責任。 福萊特玻璃集團股份有限公司 Flat Glass Group Co., Ltd. 承董事會命 福萊特玻璃集團股份有限公司 董事長 阮洪良 中國浙江省嘉興市，二零二五年十月二十一日 在本公告之日，執行董事為阮洪良先生、姜瑾華女士、阮澤雲女士、魏葉忠先生和沈其甫先生， 獨立非執行董事為徐攀女士、杜健女士和吳幼娟女士。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6865） 海外監管公告 本公告乃由福萊特玻璃集團股份有限公司（「本公司」）根據香港聯合交易所有限公司證券上市規則 第13.10B條作出。 以下為本公司於上海證券交易所網站刊登之《上海君瀾律師事務所關於福萊特玻璃集團股份有限公 司2020年A股限制性股票激勵計劃回購註銷部分限制性股票實施相關事項之法律意見書》，僅供參 閱。 上海君澜律师事务所 关于 福莱特玻璃集团股份有限公司 2020 年 A 股限制性股票激励计划 回购注销部分限制性股票 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因依賴該 等內容而引致的任何損失承擔任何責任。 福萊特玻璃集團股份有限公司 Flat Glass Group Co., Ltd. （於中華人民共和國註冊成立的股份有限公司） （股份代號：6865） 海外監管公告 本公告乃由福萊特玻璃集團股份有限公司（「本公司」）根據香港聯合交易所有限公司證券上市規則 第13.10B條作出。 以下為本公司於上海證券交易所網站刊登之《福萊特玻璃集團股份有限公司關於2020年A股限制性 股票激勵計劃部分首次授予部分股份回購註銷實施公告》，僅供參閱。 本次注销股份的有关情况 董事長 阮洪良 中國浙江省嘉興市，二零二五年十月二十一日 在本公告之日，執行董事為阮洪良先生、姜瑾華女士、阮澤雲女士、魏葉忠先生和沈其甫先生， 獨立非執行董事為徐攀女士、杜健女士和吳幼娟女士。 | 证券代码：601865 | 股票简称：福莱特 | 公告编号：2025-064 | | --- | --- | --- | | 转债代码：113059 | 转债 ...

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the power equipment and new energy industry [1]. Core Viewpoints - The report highlights the stable pricing in the photovoltaic industry chain and the recent developments in robotics, indicating a positive outlook for the sector [1][3]. - The National Energy Administration reported 8,658 new renewable energy projects in August 2025, with a significant focus on photovoltaic projects [4]. - The National Development and Reform Commission is addressing price disorder in the market, which may impact pricing strategies in the industry [5]. Summary by Relevant Sections Preferred Stocks - The report lists several preferred stocks with ratings, including: - Aishuo Co., Ltd. (600732.SH) - Buy-B - Longi Green Energy (601012.SH) - Buy-B - Daqian Energy (688303.SH) - Buy-B - Fulete (601865.SH) - Buy-A - Hengdian East Magnet (002056.SZ) - Buy-A - Sunshine Power (300274.SZ) - Buy-A - Deye Co., Ltd. (605117.SH) - Buy-A - Langxin Group (300682.SZ) - Buy-B - Quartz Co., Ltd. (603688.SH) - Buy-A - Bowei Alloy (601137.SH) - Buy-A [2]. Price Tracking - The report provides insights into the pricing trends of various components in the photovoltaic supply chain: - The average price of dense polysilicon is 51.0 CNY/kg, remaining stable [6]. - The average price of 182-183.75mm N-type silicon wafers is 1.35 CNY/piece, also stable [7]. - The average price of 182-183.75mm N-type battery cells is 0.32 CNY/W, maintaining stability [7]. - The average price of 182*182-210mm TOPCon double-glass modules is 0.693 CNY/W, remaining unchanged [8]. Investment Recommendations - The report recommends focusing on companies in various segments: - BC new technology direction: Aishuo Co., Ltd., Longi Green Energy - Supply-side direction: Daqian Energy, Fulete - Overseas layout direction: Bowei Alloy, Hengdian East Magnet - Light storage direction: Sunshine Power, Deye Co., Ltd. - Power marketization direction: Langxin Group - Domestic substitution direction: Quartz Co., Ltd. [9].

Market Overview - The photovoltaic equipment sector experienced a slight decline of 0.01% on October 20, with Longi Green Energy leading the drop [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Stock Performance - Notable gainers in the photovoltaic equipment sector included: - Yicheng New Energy (300080) with a closing price of 5.14, up 5.54% and a trading volume of 563,800 shares [1] - Haiyou New Materials (688680) closed at 43.82, up 4.96% with a trading volume of 33,700 shares [1] - Gaomei Co. (688556) closed at 11.69, up 4.66% with a trading volume of 394,600 shares [1] - Conversely, Longi Green Energy (601012) saw a decline of 3.25%, closing at 19.06 with a trading volume of 2,182,700 shares [2] Capital Flow - The photovoltaic equipment sector saw a net outflow of 1.195 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.066 billion yuan [2] - The capital flow for key stocks included: - Sunshine Power (300274) with a net inflow of 120 million yuan from institutional investors [3] - Tongwei Co. (600438) had a net inflow of 29.49 million yuan from institutional investors [3] - Yicheng New Energy (300080) experienced a net outflow of 24.30 million yuan from retail investors [3]

Core Viewpoint - The stock price of Fuyao Glass has experienced a decline of 15.74% year-to-date, with significant drops in recent trading days, indicating potential challenges for the company in the current market environment [2]. Company Overview - Fuyao Glass Group Co., Ltd. is located in Jiaxing, Zhejiang Province, and was established on June 24, 1998. It was listed on February 15, 2019. The company specializes in the research, production, and sales of photovoltaic glass, float glass, engineering glass, and household glass, as well as the mining and sales of quartz for glass and EPC photovoltaic power station construction [2]. - The revenue composition of Fuyao Glass is as follows: photovoltaic glass accounts for 89.76%, power generation income 3.16%, engineering glass 3.14%, other (supplement) 1.98%, household glass 1.58%, float glass 0.36%, and mining products 0.01% [2]. Financial Performance - As of June 30, 2025, Fuyao Glass reported a revenue of 7.737 billion yuan, a year-on-year decrease of 27.66%. The net profit attributable to shareholders was 261 million yuan, down 82.58% year-on-year [2]. - The company has distributed a total of 2.833 billion yuan in dividends since its A-share listing, with 2.244 billion yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders of Fuyao Glass was 71,100, an increase of 9.78% from the previous period. The average circulating shares per person remained at 0 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked as the eighth largest, holding 28.8729 million shares, an increase of 778,000 shares from the previous period [3].

| 表格序號 | 大股東/董事/最高行政人員名稱作出披露的 買入 / 費出或涉及的 每股的平均價 | | | | | 持有權益的股份數目 佔已發行的 有關事件的目期 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 息内 | 股份數目 | | 酒参国上班 ** | | 有投票權股 (日 / 月 / 年) | | | | | | | | | 份自分同 | | | | | | | | | 196 | | CS20251015E00373 | 1.419.000(L) JPMorgan Chase & Co. | 1201(L) | | | HKD 11.7564 | 56.670.871(L) | 12.82(L) 10/10/2025 | | | | 15015(S) | | 1,616,000(S) | | 8.470.408(S) | 1.91(S) | | | | | | | | 4.735.066(P) | 1.07(P) | 格隆汇10月16日丨根据联交所最新权益披露资料显示，2025年10月10日，福莱特玻璃(06865.HK)遭 ...

香港联交所最新资料显示，10月10日，摩根大通减持福莱特（601865）玻璃(06865)141.9万股，每股作 价11.7564港元，总金额约为1668.23万港元。减持后最新持股数目约为5667.09万股，最新持股比例为 12.82%。 ...

智通财经APP获悉，香港联交所最新资料显示，10月10日，摩根大通减持福莱特玻璃(06865)141.9万 股，每股作价11.7564港元，总金额约为1668.23万港元。减持后最新持股数目约为5667.09万股，最新持 股比例为12.82%。 ...

香港交易及結算有限公司和香港證券交易有限公司不對本公告的內容負責，不對本公告的準確性 或完整性做任何聲明，也明確不對依賴本公告全部或任何部分內容而產生任何損失負擔任何責 任。 福萊特玻璃集團股份有限公司 阮洪良 董事長 福萊特玻璃集團股份有限公司 Flat Glass Group Co., Ltd. （於中華人民共和國註冊成立的股份有限公司） （股份代號：6865） 董事會會議日期 福萊特玻璃集團股份有限公司（簡稱「公司」）董事會（簡稱「董事會」），特此宣佈董事會會議將在二零 二五年十月二十七日（星期一）舉行，藉以（其中包括）考慮並商討批准公司及其下屬公司截至二零二 五年九月三十日止九個月的未經審計的第三季度業績。 承董事會命 中國浙江省嘉興市 二零二五年十月十五日 在此公告之日起，公司的執行董事為阮洪良先生、姜瑾華女士、阮澤雲女士、魏葉忠先生和 沈其甫先生，公司的獨立非執行董事為徐攀女士、杜健女士和吳幼娟女士。 ...