公司就本次增资放弃优先认购权。本次增资完成后，公司将直接及间接 持有海宁晶科股份比例不低于 68.9419%，海宁晶科将继续纳入公司合并报表范 围中。 本次拟引入的战略投资者不涉及关联方，本次交易不构成关联交易，不 属于《上市公司重大资产重组管理办法》规定的重大资产重组。 本次交易需履行的审批程序：本次交易已经公司第二届董事会战略与可 持续发展委员会 2026 年第一次会议、第二届董事会第二十五次会议审议通过。 根据《上海证券交易所科创板股票上市规则》（以下简称"《上市规则》"）《晶 科能源股份有限公司章程》（以下简称"《公司章程》"）等相关规定，由于上 述战略投资者增资后拟合计持有海宁晶科不超过 24.6771%，公司就该部分股权 放弃优先认购权导致所持标的公司权益变动比例减少，其对应标的公司最近一个 会计年度相关的净利润占上市公司最近一个会计年度经审计净利润的 50％以上， 且超过 500 万元，因此本次交易尚需提交公司股东会审议。 | 证券代码：688223 | 证券简称：晶科能源 | 公告编号：2026-003 | | --- | --- | --- | | 债券代码：118034 | 债券简称：晶能 ...

| 证券代码：688223 | 证券简称：晶科能源 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：118034 | 债券简称：晶能转债 | | 晶科能源股份有限公司 关于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、准确性和完整性依法承担法律责任。 重要内容提示： 一、担保情况概述 为满足公司及相关子公司经营发展需要，公司为子公司向金融机构申请融资 提供连带责任保证担保，本次公告担保金额合计为人民币 18.46 亿元，具体如下： 1、山西晶科能源贰号智造有限公司（以下简称"山西晶科贰号智造"）向 兴业银行股份有限公司太原分行申请经营周转类组合债项授信敞口额度不超过 人民币 3 亿元，授信期限不超过一年，公司为上述授信额度提供连带责任保证担 保，担保金额不超过人民币 3 亿元，具体以签订的担保合同为准。 2、晶科能源（海宁）有限公司（以下简称"海宁晶科"）向渤海银行股份 有限公司杭州分行申请新增综合授信敞口额度不超过人民币 2 亿元，授信期限不 超过三年，公司为上述授信额度提供连带责任保证担保 ...

| 证券代码：688223 | 证券简称：晶科能源 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：118034 | 债券简称：晶能转债 | | 晶科能源股份有限公司 关于召开2026年第一次临时股东会的通知 本公司董事会及全体董事保证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、准确性和完整性依法承担法律责任。 重要内容提示： 一、 召开会议的基本情况 （一） 股东会类型和届次 2026年第一次临时股东会 （二） 股东会召集人：董事会 （三） 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2026 年 2 月 2 日 14 点 30 分 召开地点：上海市闵行区申长路 1466 弄 1 号晶科中心 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 2 月 2 日 至2026 年 2 月 2 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段 ...

Core Viewpoint - JinkoSolar announced that its wholly-owned subsidiary, Guangxin Jinko, signed an "Energy Management Agreement" with related party Shangrao Jinyou to construct a rooftop distributed photovoltaic power station project, with an expected transaction amount of 74.67 million yuan over a 25-year operation period [1] Group 1 - The project is expected to install a 5.99 MW photovoltaic power generation system [1] - The electricity generated will be prioritized for use by Guangxin Jinko, with electricity fees settled at 88% of the local power company's published rates [1] - The related party transaction is priced at market rates, ensuring that it does not affect the company's independence or harm the interests of the company and its shareholders [1]

Core Viewpoint - JinkoSolar announced that its subsidiary, JinkoSolar Co., Ltd., plans to raise capital by introducing strategic investors, with a total cash investment not exceeding RMB 3 billion [1] Group 1: Capital Increase and Strategic Investors - The company intends to raise capital by introducing strategic investors including Xingyin Financial Asset Investment Co., Ltd. and China Orient Asset Management Co., Ltd. [1] - The total cash investment from all parties is expected to be no more than RMB 3 billion, which will be used primarily for repaying financial or operational liabilities of Haining Jinko [1] - After the capital increase, the combined equity stake of the investors in Haining Jinko will not exceed 24.6771% [1] Group 2: Ownership Structure Post-Investment - Following the completion of the capital increase, the company will directly and indirectly hold at least 68.9419% of Haining Jinko's shares [1] - Haining Jinko will continue to be included in the company's consolidated financial statements [1]

Core Insights - JinkoSolar has signed a supply agreement for 37.11 MW of its Tiger 3 series high-efficiency photovoltaic modules with a local distributor in Germany [1] Company Summary - JinkoSolar continues to expand its market presence in Germany through strategic partnerships, as evidenced by the recent agreement [1] Industry Summary - The photovoltaic module market is experiencing growth, with companies like JinkoSolar actively engaging in supply agreements to enhance their market share [1]

Group 1 - The core viewpoint of the news is that the photovoltaic industry is expanding into the space sector, with companies like Junda Co. making strategic investments to capitalize on opportunities in low-orbit satellite networking and space computing [1] - Junda Co. announced a cash investment of 30 million yuan to acquire a 16.67% stake in Shanghai Xingyi Chip Energy Technology Co., which aims to leverage both companies' strengths in photovoltaic industrialization and space applications [1] - Other companies in the industry, such as Trina Solar and JinkoSolar, are also advancing in the development of perovskite/silicon tandem cells, which are expected to meet the demands of space photovoltaic applications [1] Group 2 - The Huaxia Photovoltaic ETF (515370) tracks the CSI Photovoltaic Industry Index, which includes upstream, midstream, and downstream companies in the photovoltaic supply chain, reflecting the overall performance of the photovoltaic industry [2] - The index has a photovoltaic content of 83.64%, ranking first in the entire market dimension [2]

Core Viewpoint - The surge in silver prices, which has increased over 200% since early last year, poses significant challenges for the photovoltaic (PV) industry, leading to increased production costs and potential operational disruptions [1][2][5]. Group 1: Silver Price Impact on PV Industry - Silver paste has become the largest cost component in solar modules, rising from 3.4% of total costs in 2023 to 29% currently [2]. - The cost pressure from rising silver prices is forcing some PV companies to halt production or raise prices, with major manufacturers accelerating efforts to reduce silver usage [2][3]. - A 1000 yuan/kg increase in silver price raises the cost of solar cells by 0.01 yuan per watt, which can significantly impact the operational rates of factories in the low-margin PV sector [3]. Group 2: Company Responses and Market Dynamics - Leading companies like Longi Green Energy and Aiko Solar have raised their product prices due to rising raw material costs, with prices for mainstream 500W modules increasing to around 400 yuan (approximately 57 USD) [3]. - Mid-tier companies are facing severe financial strain, leading to extreme measures such as production halts, as seen with a 2GW battery manufacturer in Hunan and the established firm Yijing Photovoltaic [4]. - Despite efforts to clear excess capacity, companies like Trina Solar and JinkoSolar are issuing profit warnings, indicating potential net losses in 2025 due to the ongoing challenges in the market [5]. Group 3: Efforts to Reduce Silver Usage - The PV industry is adopting "de-silvering" strategies to mitigate the impact of high silver prices, with Longi Green Energy announcing plans to accelerate the use of alternative metals [6]. - Analysts predict that the industry could reduce silver usage by 17% this year through technologies like copper plating and silver-coated copper [6]. - However, the aggressive shift to alternative materials carries risks, including potential long-term reliability issues, as copper is less stable than silver and may not meet warranty requirements [7].

Group 1 - The core viewpoint of the news is that JinkoSolar's stock has experienced a decline, with significant changes in financing and shareholder structure, indicating potential challenges in its financial performance and market position [1][2][3] Group 2 - On January 15, JinkoSolar's stock fell by 2.27%, with a trading volume of 869 million yuan. The financing buy-in amount for the day was 90.71 million yuan, while the financing repayment was 71.81 million yuan, resulting in a net financing buy of 18.89 million yuan. The total financing and securities balance reached 1.102 billion yuan [1] - As of January 15, the financing balance of JinkoSolar was 1.1 billion yuan, accounting for 1.83% of its market capitalization, which is above the 90th percentile level over the past year, indicating a high level of financing [1] - In terms of securities lending, JinkoSolar repaid 293,200 shares and sold 115,000 shares on January 15, with a selling amount of 692,500 yuan. The remaining securities lending volume was 379,900 shares, with a balance of 2.287 million yuan, which is below the 20th percentile level over the past year, indicating a low level of securities lending [1] - As of September 30, JinkoSolar had 77,300 shareholders, an increase of 4.14% from the previous period, while the average circulating shares per person decreased by 3.97% to 129,456 shares [2] - For the period from January to September 2025, JinkoSolar reported operating revenue of 47.986 billion yuan, a year-on-year decrease of 33.14%, and a net profit attributable to shareholders of -3.92 billion yuan, a year-on-year decrease of 422.67% [2] - JinkoSolar has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed over the past three years [3] - As of September 30, 2025, the second-largest circulating shareholder of JinkoSolar was Hong Kong Central Clearing Limited, holding 306 million shares, a decrease of 132 million shares from the previous period. Other significant shareholders also saw reductions in their holdings [3]

Core Insights - The space photovoltaic concept has gained significant attention in 2026, with brokerages predicting a "trillion-level market" and companies like JinkoSolar, Trina Solar, and Junda Co. actively disclosing their plans and progress in this field [1][2] - Industry experts highlight the potential of space photovoltaics amid the maturation of commercial space technology and the growing energy demands of AI computing centers, while also acknowledging the challenges of commercialization [1][4] Company Developments - Elon Musk discussed the future of space photovoltaics, emphasizing solar energy as the key to human energy freedom, with plans for 8,000 launches per year to deploy AI satellites that maximize sunlight utilization [2] - JinkoSolar signed a strategic cooperation agreement with Jingtai Technology to establish a joint venture focused on AI-based high-throughput perovskite tandem solar cells [2] - Junda Co. announced an investment of 30 million yuan to acquire a stake in Xingyi Chip Energy, aiming to expand into the space photovoltaic sector [2] Technological Advancements - GCL-Poly's chairman stated plans to collaborate with aerospace research institutions to test perovskite components in thin atmosphere regions, exploring commercial applications [3] - Lightyear Technology has been conducting ground simulations and space environment tests, having already sent perovskite components into orbit for testing [3] - Mingyang Smart Energy, a wind power leader, plans to acquire Dehua Chip, which focuses on space solar cells, indicating a cross-industry move into space photovoltaics [3] Market Potential - The interest in space photovoltaics is driven by the maturation of commercial space technology and the increasing value of the "space economy," which provides a solid foundation for development [4] - The main battery technologies for space photovoltaics include gallium arsenide, crystalline silicon, and perovskite, with perovskite being favored for its high efficiency and potential for lightweight and flexible applications [5][6] Commercialization Challenges - Despite the promising future, the commercialization of space photovoltaics faces significant challenges, including high launch costs and the stability of equipment in extreme space environments [7] - Analysts predict that large-scale commercial power supply from space photovoltaics may not be realized until after 2040, emphasizing the need for phased development and testing [8]