截至发稿，国晟科技市值为81亿元。 每经头条（nbdtoutiao）——让"铁疙瘩"从数万米高空精准"踩刹车"，中国商业航天"降本复用"只差"最 后一公里"！朱雀之后，同行排队接力 每经AI快讯，国晟科技（SH 603778，收盘价：12.3元）12月4日晚间发布公告称，国晟能源股份有限公 司（以下简称"国晟能源"）持有本公司股份108,295,827股，占公司股份总数的16.49%。本次质押股份数 量为22,100,000股，占其持股数量的比例为20.41%。本次质押后，国晟能源累计质押股份数量为 83,600,000股，占其持股数量的比例为77.20%。截至本公告日，国晟能源累计质押股数为8360万股，占 其所持股份比例为77.2%。 2025年1至6月份，国晟科技的营业收入构成为：光伏行业占比100.31%，园林生态业务占比-0.31%。 （记者 曾健辉） ...

国晟科技公告称，2025年12月4日接到控股股东国晟能源通知，其质押2210万股，占其持股的20.41%， 占公司总股本3.37%，用于支持上市公司生产经营。本次质押后，国晟能源累计质押8360万股，占其持 股的77.20%，占公司总股本12.73%。未来半年内，到期质押股份6150万股，占其持股56.79%。此外， 国晟能源正按计划支付业绩补偿款12,983.85万元，已支付2583.85万元，本次质押不影响还款计划。 ...

Core Viewpoint - The photovoltaic (PV) sector is experiencing significant stock declines, with over 120 stocks dropping on November 21, and the PV equipment index falling by 15.7% from its peak on November 11 [1][2]. Group 1: Market Performance - The PV equipment index reached a high of 592.03 points on November 11 but fell to 499.24 points by December 3, marking a decline of 15.7% [1]. - On December 3, 76 PV stocks closed lower, with notable declines in companies such as Guosheng Technology, Shuangliang Energy, and Aiko Solar, all dropping over 3% [1]. - The overall market sentiment has shifted from optimism earlier in the year, where many stocks had doubled in value by September 5, to a current state of pessimism [1][3]. Group 2: Industry Challenges - The PV industry is facing a downturn due to persistent overcapacity, leading to price competition and a lack of confidence in the market [2][4]. - Silicon material prices have not increased for nine consecutive weeks since late September, and prices for silicon wafers and battery cells have been declining since mid-October [2]. - Recent reports indicate that five companies have begun price promotions, reversing the earlier price increases seen in the second half of the year [2]. Group 3: Policy and Regulatory Environment - The Chinese government has recognized the need to address low-price competition in the PV sector, with the central economic committee emphasizing the importance of quality and orderly production [3][4]. - The Ministry of Industry and Information Technology has initiated several measures to regulate the industry, including a focus on product quality and the exit of outdated production capacity [3][6]. - Despite the ongoing efforts, skepticism remains regarding the effectiveness of these policies, as some companies continue to expand capacity, undermining the intended regulatory impact [4][6]. Group 4: Silicon Material Storage Initiatives - The PV industry is attempting to address the oversupply of silicon materials through a storage initiative, with plans to consolidate and reduce production capacity [8][10]. - A proposed platform for silicon material storage aims to acquire approximately 100,000 tons of capacity, with an initial funding target of 100 billion yuan [8][10]. - However, the implementation of this initiative has faced delays, and there are concerns about the feasibility of achieving the necessary industry cooperation [10][11]. Group 5: Future Outlook - Despite current challenges, there is a belief that the underlying logic for a recovery in the PV sector remains intact, with expectations for future policy support and market stabilization [12]. - The Chinese government's commitment to renewable energy, including ambitious targets for solar and wind power, provides a long-term growth outlook for the PV industry [12].

Summary of Key Points Core Viewpoint - The net buying by brokerage firms on December 3 amounted to 1.083 billion yuan, with 21 stocks experiencing net purchases and 23 stocks facing net sales, indicating a mixed sentiment in the market [1]. Net Buying Stocks - The stocks with the highest net buying included: - C China Uranium: 419.40 million yuan, accounting for 5.19% of the day's trading volume, with a price increase of 280.04% [1]. - Aerospace Power: 336.93 million yuan, representing 6.57% of the trading volume, with a price increase of 6.46% [1]. - China National Machinery Industry: 298.49 million yuan, making up 18.01% of the trading volume, with a price increase of 10.06% [1]. - Other notable mentions include: - Daoming Optics: 225.88 million yuan, 7.22% increase [1]. - Huaying Technology: 205.33 million yuan, 10.02% increase [1]. Net Selling Stocks - The stocks with the highest net selling included: - Tongyu Communication: 96.90 million yuan, accounting for 9.69% of the trading volume [1]. - Rongji Software: 53.10 million yuan, representing 5.31% of the trading volume [1]. - Aerospace Development: 10.10 million yuan, making up 1.01% of the trading volume [1]. - Other notable mentions include: - Hezhong China: 41.57 million yuan, with a price decrease of 10.02% [1]. - Saiwei Electronics: 23.33 million yuan, with a price decrease of 19.56% [1].

近半年该股累计上榜龙虎榜26次，上榜次日股价平均涨1.99%，上榜后5日平均涨9.38%。 国晟科技(603778)今日下跌3.59%，全天换手率29.39%，成交额23.50亿元，振幅15.40%。龙虎榜数据显 示，营业部席位合计净买入1.14亿元。 上交所公开信息显示，当日该股因日振幅值达15.40%、日换手率达29.39%上榜，营业部席位合计净买 入1.14亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6.33亿元，其中，买入成交额为3.73亿 元，卖出成交额为2.60亿元，合计净买入1.14亿元。 具体来看，今日上榜营业部中，第一大买入营业部为中信证券股份有限公司上海分公司，买入金额为 1.00亿元，第一大卖出营业部为高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部，卖出 金额为9611.89万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中信证券股份有限公司上海分公司 | 10020.00 | | | 买二 | 瑞银证券有限责任公司上海花园石 ...

近两个月里，A股光伏板块出现了一只"妖股"，它不是"光储一哥"阳光电源（300274.SZ），而是一家亏 损光伏企业。 然而，自2020年至2022年期间，乾景园林深陷亏损泥淖，三年累计亏损超过4亿元，这导致该公司前实 控人不断谋划控制权转让。 2022年11月，乾景园林终于迎来了转折点。当年11月，该公司以约1.54亿元现金向国晟能源收购了7家 子公司股权，入局光伏领域，并形成了"园林+光伏"的双主营业务模式。值得一提的是，在这桩交易 中，国晟能源还做出了业绩承诺——目标公司2023年度、2024年度、2025年度实现的扣除非经常性损益 后的合计净利润分别不低于人民币3000万元、4000万元和5000万元，累计承诺净利润不低于1.2亿元。 然而，正当乾景园林完成后收购并逐渐更名国晟科技后，国内光伏产业进入周期性低谷期。而以异质结 技术为主攻方向的国晟科技无疑是雪上加霜：一方面光伏组件等产品价格持续下滑，严重侵蚀业务利 润；另一方面，异质结产品虽然价格相较于PERC、TOPCon较高，但市场份额短期难以快速打开。 2025年5月，国晟科技发布《业绩承诺实现情况》公告，正式确认目标公司未能完成2023年、20 ...

国晟科技表示，截至公告披露日，回复内容尚需进一步补充和完善，公司将继续积极推进回复工作，组 织各方尽快完成《问询函》的回复并及时履行信息披露义务。 北京商报讯（记者 马换换 李佳雪）12月2日晚间，国晟科技（603778）披露公告称，经申请，公司将延 期回复上交所下发的《关于对国晟世安科技股份有限公司收购股权事项的问询函》，延期时间不超过5 个交易日。 11月26日，国晟科技抛出了一则并购消息，公司拟以2.41亿元收购铜陵市孚悦科技有限公司100%股 权。不过，在宣布重组当日，国晟科技也披露了上交所对其下发的问询函，交易公允性等诸多问题遭到 问询。上交所要求公司收到问询函后立即披露，并于5个交易日内披露对问询函的回复。 ...

Core Viewpoint - Guosheng Technology (603778) experienced a 2.82% increase in stock price today, with a turnover rate of 34.32% and a trading volume of 2.832 billion yuan, despite a net sell-off of 142 million yuan by brokerage seats [2][3]. Trading Activity - The stock was listed on the Shanghai Stock Exchange's daily trading report due to a price fluctuation of 15.35% and a turnover rate of 34.32% [2]. - The top five brokerage seats accounted for a total trading volume of 707 million yuan, with a buying amount of 283 million yuan and a selling amount of 424 million yuan, resulting in a net sell-off of 142 million yuan [2][3]. - The largest buying and selling brokerage was Goldman Sachs (China) Securities, with a buying amount of 92.9475 million yuan and a selling amount of 179.4878 million yuan [2][4]. Recent Performance - Over the past six months, the stock has been listed on the trading report 25 times, with an average price increase of 2.22% the day after being listed and an average increase of 10.63% in the following five days [3]. - The stock saw a net outflow of 201 million yuan in principal funds today, with a significant outflow of 42.6211 million yuan from large orders and 158 million yuan from major orders [3]. Financial Results - The company reported a total revenue of 450 million yuan for the first three quarters, representing a year-on-year decline of 57.79%, and a net loss of 151 million yuan [3].

New Stock Listings - Jingchuang Electric (920035) listed at an issuance price of 12.10 on December 2, 2025[1] - Tianpu Co., Ltd. (605255) is in the offer period from November 20 to December 19, 2025[1] Market Alerts - ST Suwu (600200) enters the delisting arrangement period starting December 9, 2025[1] - Jianglong Shipbuilding (300589) reported severe abnormal fluctuations[1] Recent Announcements - Multiple companies including Beida Pharmaceutical (000788) and ST Green Health (002868) have recent announcements regarding their stock activities[1] - A total of 30 companies have been flagged for abnormal trading activities in the last week[2]

证券代码：603778 证券简称：国晟科技 公告编号：临 2025-065 国晟世安科技股份有限公司 关于延期回复问询函的公告 国晟世安科技股份有限公司（以下简称"公司"）于 2025 年 11 月 25 日收到 上海证券交易所下发的《关于对国晟世安科技股份有限公司收购股权事项的问询 函》（上证公函【2025】3939 号）（以下简称"《问询函》"），具体内容详见公司 于 2025 年 11 月 26 日披露的《关于收到上海证券交易所问询函的公告》（公告编 号：临 2025-061）。 公司收到《问询函》后高度重视，积极组织各方对《问询函》涉及的问题进 行回复。截至本公告披露日，回复内容尚需进一步补充和完善，为确保回复内容 的真实、准确、完整，经向上海证券交易所申请，公司将延期回复《问询函》， 延期时间不超过 5 个交易日。由此给投资者带来的不便，敬请谅解。 公司将继续积极推进回复工作，组织各方尽快完成《问询函》的回复并及时 履行信息披露义务。请以公司指定信息披露媒体《上海证券报》及上海证券交易 所网站（www.sse.com.cn）刊登的信息为准，敬请广大投资者注意投资风险。 特此公告。 国晟世安科技股份有 ...