Group 1 - JinkoSolar's stock price decreased by 2.11% on September 15, trading at 5.57 CNY per share, with a total market capitalization of 55.729 billion CNY [1] - The company experienced a net outflow of 62.0317 million CNY in principal funds, with large purchases amounting to 177 million CNY, representing 28.59% of total transactions, while sales reached 239 million CNY, accounting for 38.62% [1] - Year-to-date, JinkoSolar's stock has declined by 21.66%, with an 8.54% drop over the last five trading days and a 1.24% decrease over the last 20 days, although it has increased by 14.14% over the past 60 days [1] Group 2 - As of June 30, JinkoSolar reported a total of 74,200 shareholders, an increase of 0.89% from the previous period, with an average of 134,811 circulating shares per shareholder, a decrease of 0.88% [2] - For the first half of 2025, JinkoSolar achieved operating revenue of 31.831 billion CNY, a year-on-year decrease of 32.63%, and a net profit attributable to shareholders of -2.909 billion CNY, a decline of 342.38% [2] Group 3 - Since its A-share listing, JinkoSolar has distributed a total of 3.355 billion CNY in dividends, with 3.125 billion CNY distributed over the past 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 57.2066 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, while the seventh-largest is E Fund SSE STAR 50 ETF, holding 166 million shares, an increase of 4.7099 million shares [3]

Core Viewpoint - JinkoSolar's major shareholders plan to reduce their holdings through a block trade, selling approximately 400 million shares, which represents 4% of the company's total equity, due to personal funding needs [1][8]. Group 1: Shareholder Actions - JinkoSolar's major shareholder, JinkoSolar Investment Co., along with its concerted parties, intends to transfer a total of about 400 million shares via a block trade, representing 4% of the company's total shares [1][5]. - This is the first time since its IPO that JinkoSolar's major shareholders have planned to reduce their holdings [7]. - The shareholders involved hold a combined 58.59%, 3.16%, 2.17%, and 0.87% of the company's shares, with JinkoSolar Investment being the controlling shareholder [5]. Group 2: Financial Performance - JinkoSolar reported a significant decline in revenue, with approximately 318 billion yuan in the first half of 2025, a year-on-year decrease of 32.63%, and a net loss of about 29 billion yuan [3][11]. - The company's gross margin for its core product, solar modules, turned negative for the first time, with a gross margin of -0.98% in the first half of 2025, down from 8.67% in the same period last year [12][13]. - The company's asset-liability ratio stood at approximately 74% as of June 30, 2025, indicating financial pressure [3][13]. Group 3: Market Conditions - The solar market is experiencing intensified competition and a general decline in product prices, which has adversely affected JinkoSolar's operations [3][10]. - Despite the current challenges, there are expectations that the supply-demand imbalance in the solar market will improve, potentially leading to a recovery in JinkoSolar's performance [4][14]. - JinkoSolar's stock price has seen a significant decline, with a drop of about 68% over the past three years, resulting in a market capitalization reduction from over 190 billion yuan to approximately 56.93 billion yuan [9].

Group 1 - Aotewei plans to acquire 8.99% equity in Songci Electromechanical for 144 million yuan, increasing its stake from 73.84% to 82.83% [1] - The acquisition reflects Aotewei's confidence in its core business and aims to enhance control over Songci Electromechanical, optimizing management structure and operational efficiency [1] - The increase in shareholding ratio indicates potential for more concentrated resource investment and collaborative development strategies, signaling a positive outlook for investors [1] Group 2 - Tianhua New Energy intends to acquire 75% equity in Suzhou Tianhua Times for 1.254 billion yuan, with the transaction classified as a related party transaction [2] - This acquisition aims to consolidate the actual controller's lithium resource investment and development into the listed company, mitigating potential competition risks [2] - The transaction is expected to have a positive long-term impact on the company's development by enhancing its influence in the lithium resource sector [2] Group 3 - JinkoSolar's shareholders plan to transfer approximately 4% of the company's total shares, equating to around 400 million shares, due to personal funding needs [3] - The transfer reflects the shareholders' financial requirements, and while the percentage is not large, it may still affect market sentiment [3] - The requirement for the transferee to possess appropriate pricing capability and risk tolerance indicates the company's focus on maintaining stock price stability [3]

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]