Core Insights - The SNEC PV exhibition remains a significant event for the solar industry, even amidst a cyclical downturn, with approximately 500,000 attendees expected from June 11 to June 13 [1] - Major solar companies are actively participating in the exhibition, showcasing new technologies, products, and collaborations, indicating a shift from a pure manufacturing focus [1][2] Group 1: Industry Trends - The solar industry is currently experiencing a phase of deep adjustment, with companies seeking to avoid price wars and focusing on self-discipline [5][6] - There is a consensus among leading solar manufacturers to refrain from increasing production capacity in the short term, emphasizing cautious growth strategies [5][6] Group 2: Technological Innovation - The industry is facing challenges in achieving significant technological breakthroughs, with recent innovations being characterized as "micro-innovations" rather than major advancements [3][4] - Leading companies are introducing higher power and efficiency products, such as Jinko's 670W TOPCon modules and LONGi's 700W HIBC modules, but the differences in performance are narrowing [2][3] Group 3: Market Dynamics - The competition among different N-type technologies (TOPCon, BC, HJT) is intense, but the industry is urged to focus on broader innovations beyond just these technologies [4][5] - The integration of solar energy with storage solutions and smart energy systems is becoming increasingly important, as companies aim to provide comprehensive energy solutions [6][7] Group 4: Future Outlook - The solar industry is undergoing a transformation, moving from being a simple energy source to a central hub connecting energy production, storage, and consumption [7][8] - Industry leaders emphasize the need for a paradigm shift, suggesting that rather than waiting for cyclical recovery, the focus should be on addressing disruptive changes within the industry [8]

Core Insights - Qingdao is leveraging the upcoming Sixth Multinational Corporation Leaders Summit as a key platform to enhance its global openness and attract multinational companies to explore opportunities in China [1][4] - The summit will feature innovative activities aimed at highlighting the role of multinational companies and promoting consumption through various events [1][2] Group 1: Summit Overview - The summit will take place from June 18 to 20, co-hosted by the Ministry of Commerce and the Shandong Provincial Government [1] - Qingdao is introducing a "1+3" main venue series of promotional activities to showcase its development achievements and unique advantages [1] - The "International City Partners Dialogue" will gather global giants like Mizuho, AstraZeneca, and Amcor to discuss supply chain resilience and capital flow optimization [1] Group 2: Forums and Activities - Three major professional forums will address global cooperation hotspots, including a high-quality development forum for China-Arab economic cooperation with over 80 leading companies from Arab nations [2] - The Shandong Port Global Supply Chain Conference aims to strengthen Qingdao's position as an international shipping hub and explore new opportunities in global supply chain development [2] - The summit will also feature a "Consumption Week" to enhance the city’s soft power, showcasing local products and cultural experiences [2] Group 3: Long-term Vision - Qingdao's ambitions extend beyond the summit, aiming to transform resources into sustainable urban growth and a multi-layered global cooperation ecosystem [4] - The city is positioning itself as a strategic hub for multinational companies to engage deeply and share in growth opportunities [4] - Qingdao's initiatives reflect a commitment to expanding its openness and enhancing its attractiveness as a destination for global business leaders [4]

Core Viewpoint - Yunnan Province, known as the "Kingdom of Nonferrous Metals," is leveraging its rich titanium resources to develop a robust titanium industry cluster in Chuxiong Prefecture, aiming for a trillion-level industry scale through strategic planning and collaboration with leading enterprises like Longbai Group [1][2]. Industry Development - Chuxiong Prefecture has established a complete titanium industry chain, from mining to production, with over 30 titanium enterprises and significant production capacities, including 500,000 tons of high-titanium slag, 300,000 tons of chlorination titanium dioxide, 50,000 tons of sponge titanium, and 20,000 tons of titanium materials [2][3]. - The green titanium industry in Chuxiong achieved a production value of 8.861 billion yuan in 2023, reflecting a growth of 13.6%, indicating a positive development trend [3]. Technological Innovation - The titanium industry in Chuxiong faced challenges such as outdated production processes and high energy consumption, which hindered competitiveness. However, after the restructuring in 2019, Longbai Group introduced advanced technologies, leading to significant improvements in production efficiency and profitability [4][5]. - Longbai Group's subsidiary, Yunnan Guotai Metal Co., Ltd., has become a global leader in sponge titanium production, with production capacity and revenue projected to grow significantly by 2024 [5]. Environmental Sustainability - Chuxiong's titanium enterprises are committed to environmental protection, investing in eco-friendly technologies and achieving high resource utilization rates. Innovations such as the MVR evaporation system have reduced energy consumption by 60% per ton of titanium liquid [7][8]. - The industry has achieved a 12% reduction in energy intensity over three consecutive years and an 85% comprehensive utilization rate of industrial solid waste, transforming pollution sources into valuable resources [7][8].

Core Viewpoint - The meeting in Jia Yu County focuses on the development of a high-quality five-year plan aimed at creating a green development demonstration zone within the Wuhan metropolitan area, emphasizing urban-rural integration and industrial upgrading [1][3]. Group 1: Planning Focus - The planning will concentrate on four core areas: addressing urban-rural integration and green development challenges, establishing a three-tier linkage system of "county—central town—characteristic village," extending infrastructure and public services to rural areas, and exploring the value of aquatic ecological resources [1]. - Key industries to be developed include green building materials and deep processing of agricultural products, with a focus on connecting with Wuhan's Optics Valley for regional industrial collaboration [1][5]. - Major engineering projects will include transportation hub construction, upgrades to multi-modal transport systems, and reserving space for general aviation development [1]. Group 2: Policy and Strategy - The county aims to leverage the advantages of the Yangtze River Economic Belt and the Wuhan metropolitan area to attract policy benefits, exploring innovative mechanisms for land transfer and carbon trading [1][3]. - Emphasis will be placed on breaking the dual structure of urban and rural areas, promoting the flow of resources, and creating a new development pattern that complements urban and rural functions [3]. - The county will focus on modernizing its port industry, enhancing the value chain of local agricultural products, and developing cold chain logistics and green building material clusters [5]. Group 3: Implementation and Support - The meeting marked the official launch of the "14th Five-Year" planning work in Jia Yu County, aiming for systematic planning and scientific layout to support high-quality county development [7]. - The county will adopt a project-oriented approach, establishing a "county-town-village" linkage mechanism to plan benchmark projects aligned with major strategies like the Yangtze River Economic Belt and Optics Valley [3].

从指数持仓来看，上证财富中小盘指数十大权重分别为：福达股份（1.41%）、有方科技（1.29%）、 迈信林（1.06%）、豪能股份（0.92%）、晶华新材（0.92%）、新坐标（0.88%）、春风动力 （0.88%）、华培动力（0.88%）、海南华铁（0.86%）、浙江自然（0.83%）。 金融界6月9日消息，上证指数高开高走，上证财富中小盘指数 (沪财中小，000091)上涨1.04%，报 11965.17点，成交额338.75亿元。 数据统计显示，上证财富中小盘指数近一个月上涨2.05%，近三个月下跌0.26%，年至今上涨8.79%。 据了解，上证财富中小盘指数旨在沪市中小市值上市公司中，选取财富增长速度最快的200家上市公司 证券作为指数样本，并且样本权重配置与其财富增长速度的大小相适应。该指数以2004年12月31日为基 日，以1000.0点为基点。 从上证财富中小盘指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证财富中小盘指数持仓样本的行业来看，工业占比27.08%、可选消费占比25.03%、原材料占比 13.96%、信息技术占比6.91%、医药卫生占比6.86%、公用事业占比5. ...

——算电共生，打造"绿电+算力"融合新模式。在盐城黄海之滨，一座集"源网荷储一体 化"与"海洋智算中心"于一体的绿色能源基地正在崛起。作为响应国家"东数西算"战略的创 新实践，该基地一期占地6700亩的洪港390MW集中式光伏项目正在全力推进中。该项目建 成后，不仅能为长三角枢纽提供稳定绿电，更将探索"算力中心消费绿电、数据服务优化能 源调度"的双向赋能模式，成为"双碳"目标下新兴产业与绿色能源深度耦合的标杆样本。 ——全域协同，构建多能互补综合能源新生态。在仪征，华电江苏区域正绘制一幅"气 煤互济、多能协同"的能源画卷：3台E级供热燃机与2台燃煤背压机组形成"气煤互济"的高效 组合，配套45公里热网织就区域能源动脉；江苏省内首个增量配电试点枣林湾项目、 180MW农光互补项目、风光配建储能项目与分布式能源网络交相辉映，构建起"发—配— 用"一体化能源互联网。通过气煤联动效益模型的精准测算，大力提升该区域综合能源利用 率，成为"供给侧低碳转型、需求侧智慧用能"的全域能源服务典范。 5月30日，随着华电江苏区域11项总计13.6万千瓦新能源项目全面投产，继"430"节点16 项共8.09万千瓦项目投产后，这支绿 ...

证券代码：603040 证券简称：新坐标 公告编号：2025-031 杭州新坐标科技股份有限公司 一、回购股份的基本情况 公司于 2025 年 4 月 9 日召开第五届董事会第十一次会议，审议通过了《关 于以集中竞价交易方式回购股份方案的议案》，同意公司使用自有资金通过集中 竞价方式回购公司股份，用于实施员工持股计划或股权激励，回购总金额不低于 人民币 2,500 万元（含）且不超过人民币 5,000 万元（含），回购价格不超过人 民币 46.00 元/股。具体内容详见公司在上海证券交易所网站（www.sse.com.cn） 上披露的《新坐标关于以集中竞价交易方式回购股份方案的公告暨回购报告书》 （公告编号：2025-006）。 二、回购股份价格上限的调整原因 公司于 2025 年 5 月 20 日召开 2024 年年度股东大会，审议通过了《关于 2024 年度利润分配预案及 2025 年中期现金分红规划的议案》，以实施权益分派股权 登记日登记的总股数 136,517,896 股，扣除不参与本次利润分配的公司回购专用 证券账户中的股份 579,060 股和待回购注销的限制性股票 31,000 股，本次实际参 ...

二、回购股份的进展情况 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 证券代码：603040 证券简称：新坐标 公告编号：2025-029 杭州新坐标科技股份有限公司 关于以集中竞价交易方式回购股份的进展公告 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： | 回购方案首次披露日 | 2025/4/10，由公司实际控制人、董事长兼总经理 | | --- | --- | | | 徐纳提议 | | 回购方案实施期限 | 待董事会审议通过后 个月 12 | | 预计回购金额 | 2,500万元~5,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 累计已回购股数 | 370,800股 | | 累计已回购股数占总股本比例 | 0.2716% | | 累计已回购金额 | 9,088,463.00元 | | 实际回购价格区间 | 23.89元/股~24.80元/股 | 一、回购股份的基本情况 公司于 ...

上海市锦天城律师事务所 关于杭州新坐标科技股份有限公司 差异化分红的 法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 11/12 层 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于杭州新坐标科技股份有限公司 差异化分红的 法律意见书 致：杭州新坐标科技股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受杭州新坐标科技股份有 限公司（以下简称"公司"）委托，根据《中华人民共和国公司法》（以下简称"《公 司法》"）、《中华人民共和国证券法》（以下简称"《证券法》"）、《上海证券交易所 上市公司自律监管指引第 7 号——回购股份》等法律、法规、规章和其他规范性 文件以及《杭州新坐标科技股份有限公司章程》（以下简称《公司章程》）的有关 规定，就公司 2024 年年度利润分配所涉及的差异化分红（以下简称"本次差异 化分红"）相关事项出具本法律意见书。 为出具本法律意见书，本所及本所律师审查了公司提供的本次差异化分红的 相关文件，就有关事项向公司进行了必要的询问。本所律师依据本法律意见书出 具日 ...

证券代码：603040 证券简称：新坐标 公告编号：2025-030 杭州新坐标科技股份有限公司 2024年年度权益分派实施公告 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： 每股分配比例 A 股每股现金红利0.60元 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | Ａ股 | 2025/6/11 | － | 2025/6/12 | 2025/6/12 | 差异化分红送转： 是 一、通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 20 日的2024年年度股东大会审议通过。 二、分配方案 1.发放年度：2024年年度 2.分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 根据《上海证券交易所上市公司自律监管指引第 7 号——回购股份》《上海证 券交易所上市公司自律 ...