Group 1 - The BC battery concept sector rose by 4.13%, leading the market with 40 stocks increasing, including Dongcai Technology, Junda Co., and Tongwei Co., which hit the daily limit [1] - Notable gainers in the BC battery sector included Laplace, Trina Solar, and Chipone, with increases of 9.12%, 8.10%, and 7.91% respectively [1] - The sector saw a net inflow of 2.09 billion yuan, with 32 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow, led by Tongwei Co. with 636 million yuan [1] Group 2 - The top three stocks by net inflow ratio were Tongwei Co. at 22.69%, Junda Co. at 21.00%, and Longi Green Energy at 14.34% [2] - The trading volume for Tongwei Co. was 635.72 million yuan, with a daily increase of 10.00% and a turnover rate of 3.22% [2] - Other significant stocks included Longi Green Energy with a 6.46% increase and a turnover rate of 2.94%, and Junda Co. with a 10.00% increase and a turnover rate of 10.25% [2][3] Group 3 - The BC battery concept sector's performance was contrasted with other sectors, such as the shipbuilding sector which fell by 0.45% and the biomass power generation sector which saw minimal change [1] - Stocks like Guangxin Materials and Haitan Co. experienced declines of 2.39% and 0.58% respectively, indicating some volatility within the market [1][4] - The overall market sentiment was positive for the BC battery sector, reflecting strong investor interest and capital inflows [1]

证券代码：603759 证券简称：海天股份 公告编号：2025-073 海天水务集团股份公司 关于子公司完成工商变更并换发营业执照的公告 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。 一、本次工商变更的基本情况 （一）全资子公司四川海天光伏材料有限公司 因经营发展的需要，海天水务集团股份公司（以下简称"公司"）全资子公 司四川海天光伏材料有限公司对其名称进行了变更，并取得了四川天府新区智慧 城市运行局换发的《营业执照》。 变更后的具体登记信息如下： | 项目 | 变更前 变更后 | | --- | --- | | 名称 | 四川海天光伏材料有限公司 四川海天新材料有限公司 | | 统一社会信用代码 | 91510100MAEBGR0X3C | | 公司类型 | 有限责任公司 | | 住所 | 中国(四川)自由贸易试验区天府新区兴隆街道湖畔路南段506 号 1 栋 1 层 4 号 | | 法定代表人 | 费俊杰 | | 注册资本 | 肆亿元整 | | 成立日期 | 2025 年 2 月 11 日 | | 经营范围 | 一般项目 ...

Core Viewpoint - The company has multiple patents for BC battery slurry technology and has achieved mass production of BC battery slurry, including main grid and fine grid, with stable shipments to mainstream BC battery manufacturers in the market [1] Company Summary - The company has developed several patents related to BC battery slurry technology [1] - Mass production of BC battery slurry has been realized, covering both main grid and fine grid [1] - The company is currently supplying stable shipments to major BC battery manufacturers in the market [1] Industry Summary - The BC battery slurry technology is becoming increasingly important in the battery manufacturing sector [1] - The company's advancements in this technology may position it favorably within the competitive landscape of battery production [1]

Summary of Key Points Core Viewpoint The company, Haitan Water Group Co., Ltd., has approved a financing guarantee for its subsidiaries, amounting to a total of 2.31 billion yuan, to support their operational needs and expand financing channels [1][2]. Group 1: Guarantee Overview - The company will provide a financing guarantee not exceeding 2.31 billion yuan for its subsidiaries, including newly established or acquired ones [1]. - The guarantees include a total of 40 million yuan for four subsidiaries from the Bank of Communications and 10 million yuan from Chengdu Rural Commercial Bank [2]. Group 2: Subsidiary Information - The subsidiaries involved in the guarantee include: - Jianyang Tuojiang Environmental Biochemical Co., Ltd. with a registered capital of 32 million yuan [3]. - Ziyang Haitan Water Co., Ltd. with a registered capital of 100 million yuan [4]. - Lezhi Haitan Water Co., Ltd. with a registered capital of 14.45 million yuan [4]. - Ziyang Wastewater Treatment Co., Ltd. with a registered capital of 50 million yuan [6]. Group 3: Financial Status - As of December 31, 2024, the total external guarantee amount is 2.2475386 billion yuan, which accounts for 81.93% of the company's latest audited net assets [10]. - The financial performance of the subsidiaries includes: - Jianyang Tuojiang reported a net profit of 10.75 million yuan [5]. - Ziyang Wastewater Treatment reported a net loss of 4.42 million yuan [6]. Group 4: Guarantee Agreement Details - The guarantees provided are joint liability guarantees for the subsidiaries' financing, covering principal, interest, penalties, and costs related to debt recovery [7][9]. - The guarantee period is set for three years from the debt maturity date [8][10]. Group 5: Board Approval - The board of directors approved the guarantee proposal during a meeting held on December 19, 2024, ensuring that the guarantees align with the company's overall development strategy [10].

证券代码：603759 证券简称：海天股份 公告编号：2025-072 海天水务集团股份公司 关于为子公司/孙公司提供担保的进展公告 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： 一、担保情况概述 公司于 2024 年 12 月 19 日召开第四届董事会第二十一次会议，2025 年 1 月 13 日召开 2025 年第一次临时股东大会审议通过了《关于公司为子公司申请授信 提供担保及子公司间相互担保额度预计的议案》，同意 2025 年公司为子公司（含 授权期限内新设立或新增收购的子公司）提供额度不超过 231,000 万元的融资担 保。 1 具体内容详见公司 2024 年 12 月 21 日对外披露的《关于公司为子公司申请 授信提供担保及子公司间相互担保额度预计的公告》（公告编号：2024-089）、 2025 年 1 月 14 日对外披露的《2025 年第一次临时股东大会决议公告》（公告编 号：2025-004）。 为满足经营发展需要，进一步拓宽融资渠道，（1）公司与交通银行股份有 限公司成都新都支行（以下简 ...

Summary of Key Points Core Viewpoint - The cooperation agreement between Haitan Water Group and Sichuan University aims to enhance innovation and development in water treatment, solid waste resource utilization, hydrogen energy, energy storage, and photovoltaic industries, aligning with the dual carbon development goals [1][2]. Group 1: Agreement Details - The agreement was signed on June 23, 2025, at the company's headquarters, and does not constitute a related party transaction or a major asset restructuring [2]. - The cooperation is based on principles of mutual benefit, resource sharing, and joint development, establishing an innovation cooperation mechanism [2][3]. - A joint innovation research center will be established to deepen technological cooperation, focusing on new product development, engineering project support, and technology training [3][4]. Group 2: Financial Aspects - The company will pay Sichuan University a one-time operational fund of 500,000 yuan within one month of signing the agreement, with subsequent annual payments of 500,000 yuan for the next four years based on specific project agreements [4][5]. - The financial contributions will be determined on a project-by-project basis, with funds allocated after project approval [4]. Group 3: Intellectual Property and Responsibilities - Intellectual property rights for jointly developed technologies will be shared equally unless otherwise specified in separate contracts [4][5]. - Both parties have outlined responsibilities and liabilities, including provisions for breach of contract and confidentiality [5]. Group 4: Impact on Company Performance - The agreement is not expected to have a significant impact on the company's current financial status or operating performance, with future effects dependent on the progress of specific projects [5].

Group 1 - The core viewpoint of the news is that Haitan Co., Ltd. has signed a cooperation agreement with Sichuan University to establish an innovation research center focusing on water treatment, solid waste resource utilization, hydrogen energy, energy storage, and photovoltaic industries, with an investment of 50 million yuan [1][3] - The cooperation aims to deepen technological collaboration systematically, with the research center focusing on new product and technology development, engineering project technical support, technology development planning, and research project applications [1][2] - The research center will have a construction period of five years, with an annual funding of approximately 10 million yuan allocated for project research and operational expenses [1][3] Group 2 - The agreement stipulates that any violation regarding intellectual property rights will allow the non-breaching party to demand cessation of the breach and claim all profits obtained from the breach [2] - Sichuan University is a key national university with 37 colleges covering 13 disciplines and has numerous national-level research bases, including major scientific infrastructure and key laboratories [2] - Haitan Co., Ltd. has core businesses in water supply and sewage treatment, and recently completed the acquisition of significant photovoltaic assets, which aligns with its strategy to expand business layout and enhance operational capabilities [3]

证券代码：603759 证券简称：海天股份 公告编号：2025-071 海天水务集团股份公司 关于签署校企合作协议的公告 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、本协议签订的基本情况 （一）交易对方的基本情况 名称：四川大学 地址：四川省成都市武侯区一环路南一段 24 号 简介：四川大学是教育部直属全国重点大学，是国家布局在中国西部的重点 建设的高水平研究型综合大学，是国家"双一流"建设高校（A 类）。现有 37 个学院（系），4 所附属医院，覆盖了文、理、工、医、交叉等 13 个学科门类。 现有教学科研岗教师 6682 人，中国科学院和中国工程院院士 11 人，四川大学杰 出教授 9 人，高端人才 800 余人。拥有国家重大科技基础设施、国家重点实验室 等国家级科研基地 22 个，碳中和集成攻关大平台等省部级科研基地 100 余个。 （二）关联关系说明：与公司不存在关联关系。 （三）协议签署的时间、地点、方式：2025 年 6 月 23 日在公司总部，双方 以书面的方式签署了本协议。 1 履约的重 ...

Core Viewpoint - The company reported strong financial performance for 2024, with significant growth in revenue and net profit, driven by increased wastewater treatment volume and new project revenues [1][2]. Financial Performance - In 2024, the company achieved operating revenue of 1.519 billion, representing a year-on-year growth of 18.95%, with a three-year compound annual growth rate (CAGR) of 13.10% [1]. - The net profit for the same period was 305 million, showing a year-on-year increase of 25.97%, with a three-year CAGR of 19.57% [1]. Future Growth Drivers - The company identified five key drivers for future performance: 1. Strengthening accounts receivable recovery to enhance profitability [2]. 2. Seizing opportunities from national policies to expand through mergers and new projects [2]. 3. Accelerating investment in six scenarios of pipeline drinking water business [2]. 4. Expanding the photovoltaic silver paste industry through team enhancement and product improvement [2]. 5. Accelerating international expansion [2]. Strategic Acquisitions - The company successfully completed the acquisition of photovoltaic assets, which is expected to enhance its business layout and operational sustainability [3]. - The photovoltaic silver paste market is projected to grow with a compound annual growth rate exceeding 10% over the next decade, indicating significant future demand [2][3]. Business Transformation - The company aims to transition from a public utility service provider to a city health solution provider, particularly in the drinking water sector, where the current market penetration is below 10% [3]. - The drinking water business has entered a phase of large-scale promotion, with ongoing efforts to optimize user experience and market penetration [3].

海天水务集团股份公司 关于召开 2024 年度业绩说明会的公告 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： 海天水务集团股份公司（以下简称"公司"）已于 2025 年 3 月 6 日发布公司 财务状况，公司计划于 2025 年 05 月 21 日（星期三）10:00-11:00 举行 2024 年度 业绩说明会，就投资者关心的问题进行交流。 一、本次说明会的类型 本次投资者说明会以网络互动的形式召开，公司将针对 2024 年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 证券代码：603759 证券简称：海天股份 公告编号：2025-070 独立董事：付永胜先生 董事：王述华女士 董事会秘书、财务总监：刘华女士 （如有特殊情况，参会人员可能进行调整） 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 5 月 21 日（星期三）上午 10:00-11:00 （二）会议召开地点：上海证券交易所上证路演中心（网址：https:// ...