Group 1 - The photovoltaic equipment sector is experiencing localized weakness, with significant declines in stock prices [1] - Hongyuan Green Energy has hit the daily limit down, while Daqo Energy has dropped over 6% [1] - Other companies such as Aotwei, Tongwei Co., and JinkoSolar are also seeing declines in their stock prices [1]

Group 1 - The photovoltaic equipment sector rose by 1.3% on January 5, with Aerospace Machinery leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] - Notable gainers in the photovoltaic equipment sector included Aerospace Machinery, which increased by 10.03% to a closing price of 19.31, and Yuan Tewei, which rose by 9.15% to 49.40 [1] Group 2 - The photovoltaic equipment sector experienced a net outflow of 166 million yuan from institutional investors and 394 million yuan from speculative funds, while retail investors saw a net inflow of 560 million yuan [2] - The trading volume and turnover for key stocks in the sector showed significant activity, with Aerospace Machinery achieving a turnover of 5.518 billion yuan [1][2] - The stock performance varied, with some companies like Maiwei Co. experiencing a decline of 5.81% to 194.03, indicating mixed market sentiment [2]

Core Viewpoint - Hongyuan Green Energy's stock rose by 5.21% to 32.09 CNY per share, with a trading volume of 410 million CNY and a market capitalization of 21.92 billion CNY as of January 5 [1] Company Overview - Hongyuan Green Energy Co., Ltd. is located in Wuxi, Jiangsu Province, established on September 28, 2002, and listed on December 28, 2018 [1] - The company's main business involves the research, production, and sales of precision machine tools and monocrystalline silicon materials [1] - Revenue composition: 94.43% from the photovoltaic silicon industry chain, 3.64% from other (supplementary) sources, and 1.93% from equipment and other businesses [1] Shareholder Analysis - Huatai-PB Fund has a fund among the top ten circulating shareholders of Hongyuan Green Energy [2] - The Photovoltaic ETF (515790) reduced its holdings by 89,200 shares in Q3, holding 4.6363 million shares, which is 0.68% of the circulating shares [2] - The estimated floating profit from the Photovoltaic ETF today is approximately 7.3716 million CNY [2] - The Photovoltaic ETF was established on December 7, 2020, with a latest scale of 13.976 billion CNY and a year-to-date return of 26.9% [2] Fund Performance - The fund manager of the Photovoltaic ETF is Li Qian, with a total asset scale of 44.052 billion CNY and a best fund return of 95.53% during her tenure [3] - Li Mu Yang, another fund manager, has a total asset scale of 29.768 billion CNY and a best fund return of 153.83% during his tenure [3] Top Holdings - Huatai-PB Fundamental Selection A (007306) holds 141,600 shares of Hongyuan Green Energy, accounting for 4.31% of the fund's net value, ranking as the ninth largest holding [4] - The estimated floating profit from this fund today is approximately 225,100 CNY [4] - Huatai-PB Fundamental Selection A was established on June 5, 2019, with a latest scale of 51.0891 million CNY and a year-to-date return of 24.96% [4]

Core Viewpoint - Hongyuan Green Energy has shown significant stock performance with a year-to-date increase of 94.34%, reflecting strong market interest and financial growth [1][2]. Group 1: Stock Performance - As of December 30, Hongyuan Green Energy's stock price reached 31.58 yuan per share, with a trading volume of 3.77 billion yuan and a market capitalization of 215.72 billion yuan [1]. - The stock has experienced a 7.05% increase over the last five trading days, a 0.16% decrease over the last 20 days, and a 48.61% increase over the last 60 days [1]. - The company has appeared on the stock market's "龙虎榜" three times this year, with the most recent appearance on November 10 [1]. Group 2: Financial Performance - For the period from January to September 2025, Hongyuan Green Energy reported a revenue of 5.685 billion yuan, representing a year-on-year growth of 6.54% [2]. - The net profit attributable to shareholders for the same period was 235 million yuan, showing a substantial year-on-year increase of 114.44% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Hongyuan Green Energy was 55,300, a decrease of 4.89% from the previous period [2]. - The average number of circulating shares per shareholder increased by 5.14% to 12,287 shares [2]. - The company has distributed a total of 2.125 billion yuan in dividends since its A-share listing, with 1.338 billion yuan distributed over the last three years [3].

Market Overview - The photovoltaic equipment sector experienced a decline of 0.22% on December 29, with Canadian Solar leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] Stock Performance - Major gainers in the photovoltaic equipment sector included: - Maiwei Co., Ltd. (300751) with a closing price of 205.32, up 20.00% and a trading volume of 199,900 shares, totaling 3.954 billion yuan [1] - ST Quanwei (300716) closed at 11.02, up 10.64% with a trading volume of 50,900 shares [1] - Aerospace Electromechanical (600151) closed at 18.29, up 9.98% with a trading volume of 3,197,000 shares [1] - Conversely, Canadian Solar (688472) saw a significant decline, closing at 15.68, down 5.20% with a trading volume of 1,167,200 shares, totaling 1.847 billion yuan [2] - Other notable decliners included: - Shangneng Electric (300827) down 4.10% [2] - Dike Co., Ltd. (300842) down 3.96% [2] Capital Flow - The photovoltaic equipment sector experienced a net outflow of 1.895 billion yuan from institutional investors, while retail investors saw a net inflow of 2.052 billion yuan [2] - Detailed capital flow for specific stocks indicated: - Aerospace Electromechanical had a net inflow of 732 million yuan from institutional investors, but a net outflow of 448 million yuan from retail investors [3] - Maiwei Co., Ltd. had a net inflow of 355 million yuan from institutional investors, with retail investors seeing a net outflow of 18.41 million yuan [3] - Dual Energy Saving (600481) had a net inflow of 299 million yuan from institutional investors, but a net outflow of 151 million yuan from retail investors [3]

证券代码：603185 证券简称：弘元绿能 公告编号：2025-075 弘元绿色能源股份有限公司 关于变更签字项目合伙人和签字注册会计师的公告 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个别及连带责任。 弘元绿色能源股份有限公司（以下简称"公司"）分别于 2025 年 4 月 29 日 和 2025 年 5 月 20 日召开第四届董事会第二十八次会议和 2025 年年度股东大会， 审议通过了《关于续聘 2025 年度会计师事务所的议案》，同意聘请北京德皓国 际会计师事务所（特殊普通合伙）（以下简称"北京德皓国际"）担任公司 2025 年度财务审计机构和内部控制审计机构。具体内容详见公司分别于 2025 年 4 月 30 日、2025 年 5 月 21 日披露于上海证券交易所网站的《关于续聘 2025 年度会 计师事务所的公告》（公告编号：2025-019）及《2025 年年度股东大会决议公 告》（公告编号：2025-028）。 近日，公司收到北京德皓国际出具的《关于变更弘元绿色能源股份有限公司 2025 年度审计签字项目合伙人和签字 ...

证券代码：603185 证券简称：弘元绿能 公告编号：2025-074 弘元绿色能源股份有限公司 关于董事会完成换届选举暨聘任高级管理人员的公告 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个别及连带责任。 弘元绿色能源股份有限公司（以下简称"公司"）于 2025 年 12 月 26 日召 开了 2025 年第二次临时股东会，选举产生了第五届董事会董事。同日，公司召 开了第五届董事会第一次会议，完成选举公司第五届董事会董事长、董事会专门 委员会成员以及聘任公司高级管理人员及证券事务代表。现将具体情况公告如 下： 一、第五届董事会的组成情况 1、董事长：杨建良先生； 2、董事会成员：杨建良先生、杭虹女士、杨昊先生、季富华先生（职工董 事）、祝祥军先生（独立董事）、武戈先生（独立董事）、吉卫喜先生（独立董 事）； 3、董事会专门委员会成员： 1、战略与可持续发展委员会：杨建良先生、吉卫喜先生、祝祥军先生，其 中杨建良先生担任主任委员； 2、审计委员会：祝祥军先生、杨建良先生、武戈先生，其中祝祥军先生担 任主任委员； 3、提名委员会：吉卫喜 ...

弘元绿色能源股份有限公司第五届董事会提名委员会 关于第五届董事会高级管理人员任职资格的审查意见 （本页无正文，为《弘元绿色能源股份有限公司第五届董事会提名委员会关于第 五届董事会高级管理人员任职资格的审查意见》之签字页） 提名委员会委员（签字）： 吉卫喜 杨建良 武 戈 2025 年 12 月 26 日 根据《中华人民共和国公司法》（以下简称"《公司法》"）《上市公司独 立董事管理办法》《上海证券交易所股票上市规则》《上海证券交易所上市公司 自律监管指引第1号——规范运作》等法律法规、规范性文件以及《弘元绿色能 源股份有限公司章程》（以下简称"《公司章程》"）的相关规定，我们作为弘 元绿色能源股份有限公司（以下简称"公司"）第五届董事会提名委员会委员， 对公司第五届董事会拟聘任高级管理人员的有关资料进行认真审阅后，对其任职 资格发表审查意见如下： 公司第五届董事会拟聘任的总经理杨昊先生、拟聘任的副总经理季富华先生、 拟聘任的副总经理、董事会秘书庄柯杰先生和拟聘任的财务总监王泳先生均具备 与其行使职权相适应的任职条件和资历，不存在法律法规及《公司章程》等规定 的不得担任公司高级管理人员的情形，未受过中国证监会及 ...

本次股东会由公司董事会召集，董事长杨建良先生主持，会议采用现场投票和网 络投票相结合的表决方式进行。会议的召集、召开及表决方式符合《公司法》及 证券代码：603185 证券简称：弘元绿能 公告编号：2025-072 弘元绿色能源股份有限公司 2025年第二次临时股东会决议公告 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： 本次会议是否有否决议案：无 一、 会议召开和出席情况 | 1、出席会议的股东和代理人人数 | 335 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 310,354,140 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 45.4347 | (四) 表决方式是否符合《公司法》及《公司章程》的规定，会议主持情况等。 (一) 股东会召开的时间：2025 年 12 月 26 日 (二) 股东会召开的地点：无锡市滨湖区雪浪街道南湖中路 158 号行政楼一楼 会议室 (三) 出席会议的普通股股东和恢复表决权的优先 ...

证券代码：603185 证券简称：弘元绿能 公告编号：2025-073 弘元绿色能源股份有限公司 第五届董事会第一次会议决议公告 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个别及连带责任。 一、董事会会议召开情况 弘元绿色能源股份有限公司（以下简称"公司"）第五届董事会第一次会议 于 2025 年 12 月 26 日在公司会议室以现场加通讯方式召开，会议通知及相关资 料于 2025 年 12 月 26 日通过现场送达、电子邮件、传真方式发出。本次董事会 由董事长杨建良先生主持，应参加会议董事 7 人，实际参加会议董事 7 人，公司 高级管理人员列席了本次会议。会议的召集和召开程序符合《中华人民共和国公 司法》等法律法规、行政部门规章、规范性文件和《弘元绿色能源股份有限公司 章程》的有关规定。 二、董事会会议审议情况 （一）审议通过《关于选举公司第五届董事会董事长的议案》 经全体董事提名，选举杨建良先生担任公司第五届董事会董事长，任期三年 至本届董事会期满为止。 具体内容详见公司同日刊登在《中国证券报》、《上海证券报》及上海证券 交易 ...