人民财讯9月12日电，晶科能源(688223)9月12日晚间公告，股东晶科能源投资、上饶润嘉、上饶卓领贰 号、上饶凯泰贰号拟询价转让公司4亿股股份，占公司总股本的比例为4%。本次询价转让的出让方晶科 能源投资为晶科能源的控股股东，出让方晶科能源投资、上饶润嘉、上饶卓领贰号、上饶凯泰贰号为一 致行动人，合计持有晶科能源股份比例超过总股本的5%。 ...

| 证券代码：688223 | 证券简称：晶科能源 | 公告编号：2025-055 | | --- | --- | --- | | 债券代码：118034 | 债券简称：晶能转债 | | 晶科能源股份有限公司 股东询价转让计划书 股东晶科能源投资有限公司（以下简称"晶科能源投资"）、上饶市润嘉企 业管理发展中心（有限合伙）（以下简称"上饶润嘉"）、上饶市卓领贰号企业 发展中心（有限合伙）（以下简称"上饶卓领贰号"）、上饶市凯泰贰号企业发 展中心（有限合伙）（以下简称"上饶凯泰贰号"） （以下合称"出让方"） 保证向晶科能源股份有限公司（以下简称"晶科能源"或"公司"）提供的信息 内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和 完整性依法承担法律责任。 本公司及董事会全体成员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： 出让方拟转让股份的总数为 400,208,099 股，占晶科能源总股本的比例为 4.00%； 一、拟参与转让的股东情况 出让方委托中信证券股份有限公司（以下简称"中信证券"）组织实施本次 询价转让。截至 2025 年 9 月 12 日，出让方所持首发前股份 ...

中信证券股份有限公司 关于晶科能源股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 1 中信证券股份有限公司（以下简称"中信证券"）受晶科能源股份有限公司 （以下简称"晶科能源"）股东晶科能源投资有限公司、上饶市润嘉企业管理发 展中心（有限合伙）、上饶市卓领贰号企业发展中心（有限合伙）、上饶市凯泰 贰号企业发展中心（有限合伙）（以下合称"出让方"）委托，组织实施本次晶 科能源首发前股东向特定机构投资者询价转让（以下简称"本次询价转让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《上海证券交易所科创板股票上市规则（2025 年 4 月修订）》《上海证券交易所科创板上市公司自律监管指引第 4 号——询价 转让和配售（2025 年 3 月修订）》（以下简称"《询价转让和配售指引》"）等 相关规定，中信证券对参与本次询价转让股东的相关资格进行核查，并出具本核 查意见。 一、本次询价转让的委托 中信证券收到出让方关于本次询价转让的委托，委托中信证券组织实施本次 询价转让。 二、关于 ...

晶科能源股份有限公司（以下简称"公司"）于 2025 年 9 月 8 日召开了第 二届董事会第十九次会议、第二届监事会第十二次会议审议通过《关于出售子公 司股权的议案》，同意公司控股子公司浙江晶科能源有限公司（以下简称"浙江 晶科"）拟出售其全资子公司浙江晶科新材料有限公司（以下简称"晶科新材料" 或"目标公司"）80%股权给无锡帝科电子材料股份有限公司（以下简称"帝科 股份"或"交易对手方"），交易对价为人民币 8,000 万元（以下简称"本次交 易"）。本次交易完成后，帝科股份持有晶科新材料 80%股权，浙江晶科持有晶 科新材料 20%股权，晶科新材料将不再纳入公司合并报表范围内，本次交易尚需 提交公司股东大会审议。具体内容详见公司 2025 年 9 月 10 日于上海证券交易所 网站（www.sse.com.cn）披露的《晶科能源股份有限公司关于出售子公司股权的 公告》（公告编号：2025-052）。 二、交易进展情况 根据各方签署的《股权收购协议》约定，帝科股份应于协议签署后的五（5） 个工作日内以现金方式向浙江晶科支付交易对价的 20%即人民币 1,600 万元作为 第一期交易对价。近日，浙江晶科已 ...

格隆汇9月12日丨晶科能源(688223.SH)公布，拟参与晶科能源首发前股东询价转让（以下简称"本次询 价转让"）的股东为晶科能源投资、上饶润嘉、上饶卓领贰号、上饶凯泰贰号；出让方拟转让股份的总 数为400,208,099股，占晶科能源总股本的比例为4.00%。 ...

晶科能源(688223.SH)公告称，股东晶科能源投资、上饶润嘉、上饶卓领贰号、上饶凯泰贰号计划通过 询价转让方式转让400,208,099股，占公司总股本的4.00%，转让原因为自身资金需求。出让方合计持有 晶科能源超过5%的股份，且所持股份已解除限售。本次询价转让价格下限为发送认购邀请书前20个交 易日股票交易均价的70%。受让方需为具备相应定价能力和风险承受能力的机构投资者。 ...

Group 1 - JinkoSolar's stock increased by 1.22% on September 11, with a trading volume of 562 million yuan [1] - On the same day, JinkoSolar had a financing buy-in amount of 78.18 million yuan and a net financing buy-in of 16.08 million yuan, with a total financing and securities balance of 878 million yuan [1] - The financing balance of JinkoSolar is 873 million yuan, accounting for 1.50% of its market capitalization, which is at a high level compared to the past year [1] Group 2 - As of June 30, JinkoSolar had 74,200 shareholders, an increase of 0.89%, while the average circulating shares per person decreased by 0.88% [2] - For the first half of 2025, JinkoSolar reported revenue of 31.83 billion yuan, a year-on-year decrease of 32.63%, and a net profit attributable to shareholders of -2.91 billion yuan, a decrease of 342.38% [2] Group 3 - JinkoSolar has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed in the last three years [3] - As of June 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 438 million shares, an increase of 57.21 million shares from the previous period [3] - The fourth-largest circulating shareholder is Huaxia SSE STAR 50 ETF, holding 220 million shares, a decrease of 5.7367 million shares from the previous period [3]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692) has seen a strong increase of 1.90%, with significant gains in constituent stocks such as Juhe Materials (688503) up 12.79%, Aotwei (688516) up 6.53%, and Yihua Tong (688339) up 5.29% [1] - The new energy sector is performing well, particularly in the photovoltaic concept, with domestic electric vehicle brands like Leap Motor, Xpeng, and NIO achieving record sales in August, indicating strong growth resilience [1] - The Sci-Tech Innovation New Energy ETF (588830) rose by 1.97%, with the latest price reported at 1.5 yuan [1] Group 2 - Dongwu Securities indicates that silicon material prices hit bottom in Q2 2025, with significant profit pressure; however, profitability is expected to turn positive in H2 2025 as industry competition drives prices up [2] - The silicon wafer market is experiencing oversupply, leading to competitive pricing; profitability is anticipated to improve in H2 2025 and into 2026 due to capacity consolidation and industry competition [2] - The overall price of components has entered a bottom range, with expectations for price recovery in Q2 2025 driven by installation surges and improved financial reporting [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index include JinkoSolar (688223), Trina Solar (688599), and Daqo New Energy (688303), collectively accounting for 48.15% of the index [3] - The Sci-Tech Innovation New Energy ETF (588830) closely tracks the performance of the New Energy Index, which includes 50 large-cap stocks in the photovoltaic, wind power, and new energy vehicle sectors [2][3]

Group 1 - The Zhongzheng Photovoltaic Industry Index (931151) has shown a strong increase of 2.50% as of September 11, 2025, with significant gains in constituent stocks such as Juhe Materials (688503) up by 11.56% and Kehua Data (002335) up by 10.01% [2] - The Photovoltaic ETF Fund (516180) has risen by 1.80%, with the latest price reported at 0.74 yuan, and has accumulated a weekly increase of 4.78% as of September 10, 2025, ranking 3rd among comparable funds [2] - The Zhongzheng Photovoltaic Industry Index selects up to 50 representative listed companies from the photovoltaic industry chain to reflect the overall performance of these securities [2] Group 2 - As of August 29, 2025, the top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index include Yangguang Electric (300274), Longi Green Energy (601012), and TCL Technology (000100), collectively accounting for 56.14% of the index [3] - The weight and performance of the top stocks are as follows: Yangguang Electric at 10.51% with a rise of 4.61%, Longi Green Energy at 9.97% with a slight increase of 0.17%, and TCL Technology at 9.42% with a rise of 1.37% [5]

Core Insights - Shanghai has engaged in green electricity cooperation with 16 provinces, conducting over 180 inter-provincial green electricity transactions since 2025, with a total transaction volume of 7.6 billion kilowatt-hours, accounting for 90% of Shanghai's total green electricity consumption of 8.39 billion kilowatt-hours [3] - High green electricity consumption enterprises face challenges regarding cost and availability, necessitating a comprehensive approach to green electricity purchasing strategies alongside carbon reduction goals [3] - The demand for green electricity is rising among major consumers, leading to a supply-demand imbalance in Shanghai [3] Group 1: Green Electricity Consumption Trends - The top 100 enterprises in China for green electricity consumption are primarily from energy-intensive industries, with Baowu Steel, JinkoSolar, and Covestro leading the list [4] - Baowu Steel's green electricity trading volume has increased annually, with approximately 1.132 billion kilowatt-hours in 2022, 2 billion kilowatt-hours in 2023, and projected 2.2 billion kilowatt-hours in 2024 [4] Group 2: Corporate Strategies for Green Electricity - Covestro aims for net-zero emissions by 2035, with green electricity being crucial for this goal, despite a slight decrease in green electricity usage ratio at its Shanghai facility [6][10] - Covestro's Shanghai facility consumed around 1 billion kilowatt-hours annually, with green electricity usage exceeding 40% in 2023 but dropping to 31% in 2024 [6] - To ensure stable green electricity supply, Covestro is diversifying its procurement strategies, including engaging with various power companies and participating in different types of green electricity transactions [7] Group 3: Energy Efficiency and Renewable Energy Integration - Companies are encouraged to enhance energy efficiency and integrate renewable energy sources, such as solar power, to increase green electricity usage [8][10] - Covestro has implemented digital transformation to optimize energy use and reduce carbon emissions, achieving stable energy consumption while increasing production capacity [9] - The construction of self-owned solar power facilities is a strategy to gradually increase green electricity usage, with Baowu Steel planning significant solar projects [10] Group 4: Market Dynamics and Policy Support - Shanghai is actively working to meet the growing demand for green electricity by introducing external resources and expanding local resources, with plans for significant renewable energy projects [14] - The city aims to achieve a solar power installation capacity of 10 million kilowatts by 2030, currently reaching 5.5 million kilowatts [14] - Innovative applications, such as integrating solar power with industrial development and urban ecology, are being promoted to enhance local green electricity supply [14]