证券代码：603378 证券简称：亚士创能 公告编号：2025-047 一、 本次股份被冻结基本情况 | 创能明 | 78,655,500 | 100% | 18.35% | 否 | 2025-07-14 | — | — | 轮候冻结 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 润合同生 | 41,629,500 | 100% | 9.71% | 否 | 2025-07-14 | — | — | 轮候冻结 | | 李金钟 | 20,295,000 | 100% | 4.74% | 否 | 2025-07-14 | — | — | 轮候冻结 | | 合计 | 140,580,000 | 100% | 32.80% | - | - | - | - | - | 二、股东股份累计被冻结情况 亚士创能科技（上海）股份有限公司 关于控股股东及其一致行动人部分股份 被轮候冻结的公告 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。 重要内容提示: 亚士创能科技（ ...

Core Insights - The article discusses the competitive landscape and strategic positioning of companies in China's building energy efficiency market, highlighting key players and their market strategies [1][4][7]. Company Layout - Major companies in the building energy efficiency sector include China National Materials Group (中材节能), Beixin Building Materials (北新建材), Qidi Design (启迪设计), and others, with a focus on providing comprehensive energy-saving solutions [1]. - Companies like Nanwang Energy (南网能源) and Dashi Intelligent (达实智能) are particularly focused on offering integrated energy-saving services to the construction industry [1]. Regional Distribution - The building energy efficiency companies are primarily concentrated in Eastern and Southeastern coastal regions of China, with Jiangsu and Guangdong having the highest representation [3]. Competitive Hierarchy - The industry is divided into three tiers: - The first tier includes leaders like Beixin Building Materials, Nan Glass Group (南玻集团), and Huajian Group (华建集团), which have strong market influence and comprehensive capabilities [4]. - The second tier consists of companies like Nanwang Energy and Qidi Design, which focus on niche areas but have notable professional advantages [4]. - The third tier includes smaller firms like China National Materials Group and Hengshang Energy, which are still in the process of market expansion and technology accumulation [4]. Strategic Cluster Analysis - The competitive landscape is analyzed through a four-quadrant model based on revenue and gross margin, identifying Beixin Building Materials as a leader due to its innovative technologies and sustainable practices [7]. - Other notable companies in the prominent category include Nan Glass Group and Huajian Group, which maintain their leadership through resource management and energy efficiency measures [7]. Market Segmentation - In specific segments, companies like China Nanbo (中国南玻) and Fuyao Glass (福耀玻璃) lead in low-energy glass, while the window industry remains fragmented with no clear leader [11]. Competitive Dynamics - The analysis using Porter's Five Forces model indicates that supplier bargaining power is moderate, while buyer power is slightly weaker due to cost sensitivity and regulatory requirements [13]. - The threat of new entrants is low due to high technical barriers and regulatory requirements, although some cross-industry players are entering through partnerships [13]. - The intensity of rivalry is high, driven by technological advancements and price competition, alongside a surge of capital into the sector [13].

Core Viewpoint - The actual controller and its concerted actors of Asia Innovation Technology (Shanghai) Co., Ltd. have experienced a decrease in their equity stake, moving from 54.21% to 53.69% due to a forced liquidation by Huatai Securities, resulting in a reduction of 2,235,900 shares, which is 0.52% of the total share capital [1][2]. Group 1: Equity Change Details - The equity change direction is a decrease, with the total equity stake before the change being 54.21% and after the change being 53.69% [1]. - The reduction in equity does not violate any prior commitments or plans made by the stakeholders [1]. - The forced liquidation occurred on July 16, 2025, with the shares being sold through centralized bidding [2]. Group 2: Stakeholder Information - The main stakeholders involved in the equity change include Shanghai Runhe Tongcai Asset Management Co., Ltd. and its concerted actors, which include Shanghai Chuangnengming Investment Co., Ltd., Shanghai Runhe Tongsheng Investment Co., Ltd., and individuals Li Jinchong and Zhao Xiaofang [1][2]. - The total number of shares held by the concerted actors before the change was 23,235,412.5 shares, which represented 54.21% of the total shares, and after the change, it was 23,011,822.5 shares, representing 53.69% [2].

证券代码：603378 证券简称：亚士创能 公告编号：2025-046 亚士创能科技（上海）股份有限公司 关于实际控制人及其一致行动人权益变动 触及 1%刻度的提示性公告 公司实际控制人及其一致行动人保证向本公司提供的信息真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 54.21% | | | | 权益变动后合计比例 | 53.69% | | | | 本次变动是否违反已作出的承 | 是□ | 否☑ | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 | | ☑控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制 ...

Group 1 - The company expects a net loss attributable to shareholders of the parent company for the first half of 2025, estimated between -156 million yuan and -195 million yuan [2][3] - The expected net profit after deducting non-recurring gains and losses is projected to be between -176 million yuan and -220 million yuan [2][3] - The performance forecast period is from January 1, 2025, to June 30, 2025 [3] Group 2 - In the same period last year, the company reported a total profit of -40.17 million yuan and a net profit attributable to shareholders of the parent company of -19.13 million yuan [5] - The company experienced a decline in revenue due to market downturns and decreased demand, leading to higher fixed costs and increased credit impairment losses [6] Group 3 - The company has accumulated litigation and arbitration cases amounting to approximately 131.08 million yuan, which represents 10.01% of the audited net assets attributable to the parent company as of December 31, 2024 [11][12] - The company is involved in both plaintiff and defendant roles in these cases, with amounts of 69.02 million yuan and 62.06 million yuan respectively [12]

证券代码：603378 证券简称：亚士创能 公告编号：2025-045 上一披露日至本公告披露日，公司及子公司累计发生诉讼和仲裁案件合计金 额为 131,077,736.10 元，占公司 2024 年 12 月 31 日经审计归属于母公司净资产 的 10.01%。其中，公司及子公司作为原告或申请人的案件合计金额为 69,015， 044.01 元，作为被告或被申请人的案件合计金额为 62,062,692.09 元，具体情 况详见附件《诉讼、仲裁情况表》。 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。 重要内容提示: 上一披露日至本公告披露日，亚士创能科技（上海）股份有限公司（以 下简称"公司"）及子公司累计发生诉讼、仲裁案件合计金额为人民币 131,077,736.10 元，占公司 2024 年 12 月 31 日经审计归属于母公司净资产的 10.01%。 二、本次披露的诉讼、仲裁案件对公司本期利润或期后利润等的影响 本次披露的诉讼、仲裁案件，最终判决结果存在不确定性，对公司本期利润 或期后利润的影响尚无法准确计量。公 ...

证券代码：603378 证券简称：亚士创能 公告编号：2025-044 亚士创能科技（上海）股份有限公司 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。 重要内容提示: 二、上年同期经营业绩和财务状况 （一）利润总额-4,017.49 万元，归属于母公司所有者的净利润-1,913.44 万元，归属于母公司所有者的扣除非经常性损益的净利润-3,405.59 万元。 ? 亚士创能科技（上海）股份有限公司（以下简称"公司"）预计 2025 年 半年度实现归属于母公司所有者的净利润为-15,600 万元到-19,500 万元。 ? 预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益的净 利润为-17,600 万元至-22,000 万元。 一、本期业绩预告情况 （一）业绩预告期间 （二）业绩预告情况 经公司财务部门初步测算，预计 2025 年半年度实现归属于母公司所有者的 净利润为-15,600 万元到-19,500 万元。 预计 2025 年半年度实现归属于母公司所有者的扣除非经常性损益后的净利 润为-17,600 ...

关于累计诉讼、仲裁的公告 证券代码：603378 证券简称：亚士创能 公告编号：2025-045 亚士创能科技（上海）股份有限公司 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。 二、本次披露的诉讼、仲裁案件对公司本期利润或期后利润等的影响 本次披露的诉讼、仲裁案件，最终判决结果存在不确定性，对公司本期利润 或期后利润的影响尚无法准确计量。公司将根据案件实际进展情况和会计准则的 要求进行相应的会计处理。敬请广大投资者注意投资风险。 特此公告。 重要内容提示: ? 上一披露日至本公告披露日，亚士创能科技（上海）股份有限公司（以 下 简 称 " 公 司 "） 及 子 公 司 累 计 发 生 诉 讼 、 仲 裁 案 件 合 计 金 额 为 人 民 币 ? 该些案件债权实现情况存在不确定性，后续公司将依据个案实际进展情 况和会计准则的要求进行相应的会计处理，敬请广大投资者注意投资风险。 一、本次披露累计诉讼、仲裁的基本情况 上一披露日至本公告披露日，公司及子公司累计发生诉讼和仲裁案件合计金 额为 131,077,736.10 元 ...

Yashi Chuangneng 2025 Semi-Annual Pre-Loss Announcement [Performance Forecast Summary](index=1&type=section&id=I%E3%80%81Current%20Period%20Performance%20Forecast) Yashi Chuangneng forecasts a significant net loss for the first half of 2025, with both attributable and non-recurring net profits expected to be negative, based on preliminary unaudited figures Estimated Performance for H1 2025 | Metric | Estimated Amount (RMB) | | :--- | :--- | | Net profit attributable to owners of the parent company | -156 million to -195 million | | Net profit attributable to owners of the parent company after deducting non-recurring gains and losses | -176 million to -220 million | - This performance forecast is a preliminary estimate by the company's finance department and has not been audited[3](index=3&type=chunk) [Comparison with Prior Period Performance](index=1&type=section&id=II%E3%80%81Prior%20Period%20Operating%20Performance%20and%20Financial%20Position) Compared to H1 2024, the company's H1 2025 loss is expected to significantly widen, with a substantial increase in the estimated net loss attributable to owners year-over-year Performance Comparison: H1 2025 vs. H1 2024 | Metric | H1 2025 Estimated | H1 2024 Actual | | :--- | :--- | :--- | | Net profit attributable to owners (million RMB) | -156 to -195 | -19.13 | | Net profit attributable to owners after deducting non-recurring gains and losses (million RMB) | -176 to -220 | -34.06 | | Earnings per share (RMB) | Not applicable | -0.04 | [Analysis of Pre-Loss Reasons](index=2&type=section&id=III%E3%80%81Main%20Reasons%20for%20Current%20Period%20Pre-Loss) The company attributes its H1 2025 pre-loss to a combination of factors, primarily declining revenue and gross margin due to market downturn, coupled with high fixed costs and increased credit impairment losses - The pre-loss is primarily influenced by the following internal and external factors[5](index=5&type=chunk) - Decline in operating revenue due to market downturn and decreased demand - Decrease in gross margin - Higher fixed costs, including depreciation, amortization, and financial expenses - Increase in credit impairment losses [Risk Warning and Other Notes](index=2&type=section&id=IV%E3%80%81Risk%20Warning) The company emphasizes that this performance forecast is a preliminary, unaudited estimate, and final accurate financial data will be based on the officially disclosed 2025 semi-annual report, advising investors to be aware of associated risks - This performance forecast is a preliminary calculation by the company's finance department, unaudited, and subject to uncertainty[6](index=6&type=chunk) - The final accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report[7](index=7&type=chunk)

Core Insights - The article discusses the growth and trends in the building energy efficiency sector in China, highlighting the increasing energy-efficient building area and the investment trends in public, residential, and industrial buildings [1][4]. Group 1: Building Energy Efficiency Services - Building energy efficiency services include engineering services, software support, green prefabricated buildings, and BIPV (Building Integrated Photovoltaics) [1][2]. - Different building types require tailored energy-saving solutions, with public buildings focusing on systemic energy savings and residential buildings emphasizing comfort and cost balance [1]. Group 2: Energy-Efficient Building Area - As of 2020, China's energy-efficient building area reached 238.0 billion square meters, growing to 303.0 billion square meters by 2022, and further expanding to 326.8 billion square meters by 2023 [4]. - Projections indicate that by 2024, the energy-efficient building area could reach 360 billion square meters [4]. Group 3: Public Building Energy Consumption - Public buildings account for over 20% of national energy consumption, with hospitals, schools, and office buildings making up 38% of total building energy consumption [5]. - Investment in office buildings and commercial properties has been declining since 2018, with a projected investment of 416 billion yuan in 2024, reflecting a 9% year-on-year decrease [5]. Group 4: Residential Building Energy Efficiency - Residential energy efficiency focuses on insulation, natural lighting, renewable energy integration, and smart control technologies [8]. - The investment in residential buildings peaked and then declined, with 2023 investment dropping to 838.2 billion yuan and a further decrease to 760.4 billion yuan projected for 2024, a 10.5% decline [8]. Group 5: Industrial Building Energy Efficiency - Distributed photovoltaics are a significant application in industrial building energy efficiency, with cumulative installed capacity exceeding 100 million kilowatts by 2023 and projected to surpass 200 million kilowatts by 2024 [10][12].