Group 1 - Zairun New Energy focuses on the research and development of perovskite battery core materials and equipment, with a strong emphasis on high-purity and high-stability products suitable for large-scale production [1] - The company has completed multiple pilot tests and its product performance has been validated by third-party authorities [1] - Zairun's high-radiation-resistant perovskite precursor materials enhance battery stability in extreme space environments, positioning the company to become a core supplier in the space photovoltaic supply chain [1] Group 2 - Aotwei is a leading domestic photovoltaic equipment enterprise, with early layouts in perovskite production line equipment and technology covering key processes such as laser etching and thin film deposition [2] - The company's self-developed laser repair equipment significantly improves battery yield and is at the forefront of industry standards [2] - Aotwei's equipment optimizes battery manufacturing processes to meet the stringent requirements of space photovoltaic applications, potentially making it a core supplier in this sector [2] Group 3 - Haiyou New Materials is a core supplier of photovoltaic packaging materials, focusing on the development of POE films and back sheets for perovskite batteries [3] - The company has developed radiation-resistant packaging films that ensure long-term stable operation of perovskite batteries in space environments [3] - As the space photovoltaic market scales, Haiyou is positioned to become a key supplier of packaging materials for perovskite batteries [3] Group 4 - Gaoce Co., Ltd. is a leading domestic company in photovoltaic cutting equipment and silicon wafer processing, actively developing ultra-thin silicon cutting technology for perovskite batteries [4] - The company's ultra-thin silicon wafers, with thicknesses as low as 50μm, meet the lightweight requirements of perovskite batteries [4] - Gaoce's technology supports the stringent demands of space photovoltaic applications, positioning it to become a core supplier of silicon wafers for perovskite batteries [4]

Core Viewpoint - The photovoltaic equipment sector experienced a significant increase, with a 6.68% rise on February 3, led by Zairun New Energy, amidst a broader market uptrend in major indices [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1]. - The photovoltaic equipment sector saw notable individual stock performances, with Zairun New Energy leading with a closing price of 74.56, reflecting a 20.01% increase [1]. Group 2: Stock Performance - Key stocks in the photovoltaic equipment sector included: - Zairun New Energy: 74.56, +20.01%, volume 64,100, turnover 440 million [1] - Jingke Co., Ltd.: 123.97, +20.00%, volume 228,900, turnover 2.685 billion [1] - Aotwei: 116.24, +20.00%, volume 139,200, turnover 1.570 billion [1] - Haiyou New Materials: 67.64, +19.99%, volume 73,200, turnover 466 million [1] - Liancheng CNC: 68.90, +18.18%, volume 254,400, turnover 1.634 billion [1] - Jingcheng Machinery: 55.07, +17.34%, volume 904,900, turnover 4.806 billion [1]. Group 3: Capital Flow - The photovoltaic equipment sector saw a net inflow of 2.173 billion in main funds, while retail funds experienced a net outflow of 209 million [2]. - The capital flow for key stocks indicated: - Longi Green Energy: 429 million net inflow from main funds, with a 8.29% share [3]. - Junda Co.: 416 million net inflow from main funds, with a 12.03% share [3]. - Foster: 323 million net inflow from main funds, with a 17.51% share [3].

清源科技股份有限公司 | 证券代码：603628 | 证券简称：清源股份 公告编号：2026-006 | | --- | --- | | 债券代码：113694 | 债券简称：清源转债 | 清源科技股份有限公司 关于使用部分暂时闲置募集资金进行现金管理到期赎回的 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。 重要内容提示： 一、暂时闲置募集资金进行现金管理情况概述 （一）现金管理目的 清源科技股份有限公司 正常进行及公司正常生产经营活动的前提下，合理利用暂时闲置募集资金、增加 公司的收益，为公司及股东获取更好回报。 （二）现金管理金额 公司本次使用暂时闲置募集资金进行现金管理到期赎回的金额为人民币 2,500.00 万元。 为提高募集资金使用效率，在确保募集资金安全、不影响募集资金投资计划 现金管理种类：定期存款 现金管理金额：2,500.00 万元 已履行的审议程序：清源科技股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开第五届董事会第七次会议及第五届监事会第七次会议， 审议并通过《关于使用闲置 ...

清源科技股份有限公司 | 证券代码：603628 | 证券简称：清源股份 公告编号：2026-005 | | --- | --- | | 债券代码：113694 | 债券简称：清源转债 | 清源科技股份有限公司 关于使用部分暂时闲置募集资金进行现金管理到期赎回的 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。 重要内容提示： 一、暂时闲置募集资金进行现金管理情况概述 （一）现金管理目的 为提高募集资金使用效率，在确保募集资金安全、不影响募集资金投资计划 现金管理种类：定期存款 现金管理金额：700.00 万元 已履行的审议程序：清源科技股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开第五届董事会第七次会议及第五届监事会第七次会议， 审议并通过《关于使用闲置募集资金进行现金管理的议案》，同意公司 使用不超过人民币 4.00 亿元（含 4.00 亿元）的暂时闲置募集资金进行 现金管理，该额度自公司第五届董事会第七次会议审议通过之日起 12 个月内有效。在上述额度和期限内，资金可循环滚动使用。保荐人对 该 ...

Group 1 - The company announced the redemption of idle raised funds amounting to 7 million yuan, yielding a return of 14,000 yuan [1] - The redeemed funds are part of temporarily idle raised funds from the issuance of convertible bonds, managed through fixed deposits [1] - The management of funds will continue to adhere to principles that do not affect the investment plans and safety of the raised funds, ensuring normal progress of investment projects [1]

每经AI快讯，清源股份（603628.SH）1月21日在投资者互动平台表示，近年来公司在欧盟区域的收入 占公司整体收入的6~10%。公司对欧盟市场的销售方式包括：通过境内主体直接向欧盟客户出口以及通 过德国子公司在欧盟进行直接销售。 （文章来源：每日经济新闻） ...

Core Viewpoint - On January 9, a total of 20 listed companies disclosed plans for share reductions, with no companies announcing share increases on the same day [1][3]. Group 1: Companies Planning to Reduce Shares - Yihua Tong: Shareholder Zhou Zhuqing plans to reduce no more than 0.02% of shares [2]. - Tongda Electric: Shareholders plan to reduce company shares [2]. - *ST Shengxun: Shareholder Liu Mengran and his concerted parties plan to reduce 2.04% and 2.64% of shares respectively [2]. - Hainan Haiyao: Shareholder Yunnan International Trust plans to reduce no more than 1% of shares [2]. - Goldwind Technology: Shareholder Xinjiang Energy plans to reduce no more than 0.2451% of shares [2]. - Haishun New Materials: Shareholders plan to reduce no more than 0.87% of shares [2]. - Kema Technology: Employee strategic placement asset management plan plans to reduce no more than 0.3528% of shares [2]. - Zhongya Co.: Some executives plan to reduce shares [2]. - Baibang Technology: Director Chen Jin plans to reduce no more than 0.14% of shares [2]. - Yaxiang Co.: Shareholder Zhou Junfang plans to reduce no more than 0.22% of shares [2]. - Dingjie Zhizhi: The largest shareholder, Industrial Fulian, has cumulatively reduced 0.66% of shares [2]. - Hehui Optoelectronics: Shanghai Integrated Circuit Fund plans to reduce no more than 2% of shares [2]. - Heyuan Gas: Changjiang Capital has reduced its holdings to below 5% [2]. - Huati Technology: The actual controller plans to reduce no more than 3% of shares [2]. - Qingyuan Co.: A concerted party of the controlling shareholder plans to reduce no more than 0.17% of shares [2]. - Yongxing Co.: Shareholder Chengtou Investment Company plans to reduce no more than 1.042% of shares [2]. - Jiachih Technology: Shareholder Wen Congyingxi plans to reduce no more than 2.5% of shares [2]. - Western Gold: The third largest shareholder, Jinyuan Company, plans to reduce no more than 1% of shares [2]. - Meirui Mining: Shareholder Li Jian plans to reduce no more than 1% of shares [2]. - Jiankai Technology: Shareholder Wu Kaiti plans to reduce no more than 3% of shares [2].

Core Viewpoint - Qingyuan Co., Ltd. (603628) announced that the company has no overdue guarantee matters [1] Group 1 - The company released an announcement on January 9 [1]

Group 1 - The core point of the article is that Qingyuan International Co., Ltd. plans to reduce its holdings in Qingyuan Technology Co., Ltd. by selling up to 477,500 shares, which represents 0.17% of the total share capital as of the announcement date [1] Group 2 - The share reduction will occur through centralized bidding within three months, specifically from February 2, 2026, to April 30, 2026 [1] - The number of shares to be sold may be adjusted if there are changes in the company's capital structure, such as issuance of new shares, stock dividends, or capital reserve transfers [1]

清源科技股份有限公司 | 证券代码：603628 | 证券简称：清源股份 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：113694 | 债券简称：清源转债 | | 清源科技股份有限公司 关于公司为子公司提供融资担保进展的公告 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。 重要内容提示： 一、担保情况概述 （一）担保基本情况 因企业经营所需，近日公司二级全资子公司武汉清源向兴业银行股份有限公 司厦门分行（以下简称"兴业银行"）申请不超过 850.00 万元的项目融资借款， 同时公司为武汉清源提供不超过人民币 850.00 万元的连带责任保证担保。保证 期间为主债务履行期限届满之日起 3 年。 （二）担保事项履行的内部决策程序 公司于 2025 年 4 月 28 日召开第五届董事会第七次会议及第五届监事会第七 被担保人名称：武汉清源虹阳新能源有限公司（以下简称"武汉清源"） 为清源科技股份有限公司（以下简称"公司"）二级全资子公司，不存 在其他关联关系。 本次公司为武汉清源提供的担保 ...