本预付赔款不代表承保公司认可本次事故属于保险责任，是否构成保险责任、保险人是否应当给付保险 金应按法律法规、保险合同以及政府正式批复、公开的事故调查报告等为基础予以确定。 上述事故导致山西晶科等主体部分设备及资产受损，公司已在《2024年年度报告》中计提相应损失。上 述受损资产系已投保资产，山西晶科等主体已与承保保险公司签订《二次预付赔款协议》，近日山西晶 科收到承保保险公司支付的预付赔款人民币2亿元。截至本公告披露日，山西晶科累计已收到承保保险 公司预付赔款人民币2.2亿元。公司已对本次火灾事故所涉保险赔偿款计提了坏账损失，经财务部初步 评估，本次收到预付赔款对公司2025年业绩产生一定积极影响，最终的会计处理及其对公司财务报表的 影响以会计师事务所审计确认后的结果为准。 格隆汇11月30日丨晶科能源(688223.SH)公布，2024年4月26日，晶科能源股份有限公司(以下简称"公 司")全资子公司山西晶科能源贰号智造有限公司(以下简称"山西晶科")一期切片电池车间屋面发生火情 引发火灾事故。 ...

| 证券代码：688223 | 证券简称：晶科能源 | 公告编号：2025-085 | | --- | --- | --- | | 债券代码：118034 | 债券简称：晶能转债 | | 晶科能源股份有限公司 关于火灾事故的进展公告 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。 一、基本情况 2024年4月26日，晶科能源股份有限公司（以下简称"公司"）全资子公 司山西晶科能源贰号智造有限公司（以下简称"山西晶科"）一期切片电池 车间屋面发生火情引发火灾事故。具体内容详见公司于2024 年4月29日在上海 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全资 子公司发生火灾事故的公告》（公告编号：2024-024）。 二、事故进展情况及对公司的影响 上述事故导致山西晶科等主体部分设备及资产受损，公司已在《2024年 年度报告》中计提相应损失。上述受损资产系已投保资产，山西晶科等主体 已与承保保险公司签订《二次预付赔款协议》，近日山西晶科收到承保保险 公司支付的预付赔款人民币200,000,0 ...

Group 1 - The core point of the article is that Jinko Energy (Haining) Co., Ltd. has obtained a patent for a "back-contact battery, back-contact stacked battery, and photovoltaic module" with the authorization announcement number CN120529697B, applied on July 2025 [1] - Jinko Energy (Haining) Co., Ltd. was established in 2017 and is located in Jiaxing City, primarily engaged in the production and supply of electricity and heat [1] - The registered capital of Jinko Energy (Haining) Co., Ltd. is 357 million RMB [1] Group 2 - The company has participated in 56 bidding projects and holds 823 pieces of patent information, along with 72 administrative licenses according to data analysis from Tianyancha [1]

Group 1: Industry Developments - The Ministry of Industry and Information Technology (MIIT) is accelerating the introduction of targeted policies to regulate irrational competition in the power and energy storage battery industry, emphasizing the need for high-quality development [1] - Research institutions predict that storage chip prices are expected to rise by approximately 50% due to increasing demand driven by artificial intelligence infrastructure [4] - A report indicates that the global computing power is projected to increase by over 70 times in the next decade, with space data centers expected to form a new industrial chain [5][6] Group 2: Company Announcements - Anxi China has requested Anxi Netherlands to engage in sincere negotiations regarding control issues and to halt overseas capacity expansion while restoring normal supply [2] - Lingkong Tianxing announced that its hypersonic missile "Yukongji-1000" has entered mass production, with an intelligent version currently under development [3] - Jinko Energy expects a doubling of its energy storage system shipment target for next year, with global energy storage demand projected to exceed 400 GWh [11]

Key Points - Guizhou Moutai elected Chen Hua as the chairman of the fourth board of directors and plans to repurchase shares between RMB 1.5 billion and RMB 3 billion [1] - Tianfeng Securities is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure and illegal financing [1] Share Buybacks - Demai Technology raised the upper limit for share repurchase to RMB 45 per share [5] - Jianbang Technology plans to repurchase shares worth between RMB 15 million and RMB 30 million [5] - Huayuan Holdings intends to repurchase shares worth between RMB 30 million and RMB 60 million [5] Major Investments - Jinling Pharmaceutical plans to invest RMB 893 million in hospital expansion projects [7] - Dongfang Mingzhu intends to invest approximately RMB 500 million to establish a partnership and acquire part of the equity of New H3C [7] - Chang'an Automobile aims to establish a robotics company to develop innovative products and solutions [7] Mergers and Acquisitions - Kaizhong Co. plans to acquire 60% of Anhui Tuosheng's equity, with stock resuming trading on December 1 [7] - Youa Co. has resumed the review process for issuing shares and cash to purchase assets [7] - Jiasheng Technology intends to acquire controlling interest in Shudun Information Technology Co., with stock continuing to be suspended [7] Financing Activities - Shenzhen Energy plans to apply for a public bond issuance with a total scale not exceeding RMB 20 billion [7] - Huakong Saige has terminated its specific object stock issuance [7]

Core Points - Jinko Energy (Shangrao) Co., Ltd. and Jinko Solar Co., Ltd. have obtained a patent titled "Laminator and Laminating Method of Laminator," with authorization announcement number CN117507556B, applied on November 2023 [1] Company Overview - Jinko Energy (Shangrao) Co., Ltd. was established in 2020, located in Shangrao City, primarily engaged in electricity and heat production and supply, with a registered capital of 397.25 million RMB [1] - The company has made investments in one enterprise, participated in 32 bidding projects, holds 258 patent records, and possesses 12 administrative licenses [1] - Jinko Solar Co., Ltd. was founded in 2006, also located in Shangrao City, primarily involved in the manufacturing of electrical machinery and equipment, with a registered capital of 1,000.52 million RMB [1] - The company has invested in 53 enterprises, participated in 1,631 bidding projects, has 748 trademark records, 2,855 patent records, and holds 70 administrative licenses [1]

Group 1 - The core viewpoint of the article is that JinkoSolar anticipates significant growth in global energy storage demand, projecting it to exceed 400 GWh next year with a compound annual growth rate (CAGR) of over 30% until 2030 [1] - The company has set a target of 6 GWh for energy storage system shipments this year, with over 80% expected to come from overseas markets [1] - JinkoSolar aims to double its energy storage system shipment target for next year [1]

Core Viewpoint - JinkoSolar is currently ensuring the stability of its polysilicon supply primarily through equity stakes in polysilicon companies and does not have any clear plans for acquiring polysilicon production capacity at this time [1] Group 1 - JinkoSolar's strategy involves securing polysilicon supply through investments in polysilicon enterprises [1] - The company has no immediate plans for acquiring additional polysilicon production capacity [1]

Core Points - JinkoSolar Holding Co., Ltd. and JinkoSolar (Haining) Co., Ltd. have obtained a patent for "Preparation Method of Photovoltaic Modules and Photovoltaic Modules" with authorization number CN119317230B, applied on October 2024 [1] - JinkoSolar Holding Co., Ltd. was established in 2006, located in Shangrao City, primarily engaged in electrical machinery and equipment manufacturing, with a registered capital of 1,000,519,935.1 RMB [1] - JinkoSolar Holding Co., Ltd. has invested in 53 companies, participated in 1,631 bidding projects, holds 748 trademark records, and has 2,855 patent records, along with 70 administrative licenses [1] - JinkoSolar (Haining) Co., Ltd. was established in 2017, located in Jiaxing City, primarily engaged in electricity and heat production and supply, with a registered capital of 357,000,000 RMB [1] - JinkoSolar (Haining) Co., Ltd. has participated in 56 bidding projects, holds 823 patent records, and has 72 administrative licenses [1]

Group 1 - JinkoSolar's stock price decreased by 0.18% on November 27, with a trading volume of 386 million yuan [1] - On the same day, JinkoSolar had a financing buy-in amount of 42.40 million yuan and a net financing buy of 10.60 million yuan, with a total financing and margin balance of 972 million yuan [1] - The current financing balance of JinkoSolar is 970 million yuan, accounting for 1.73% of its market capitalization, which is above the 90th percentile level over the past year [1] Group 2 - 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% [2] - For the period from January to September 2025, JinkoSolar reported a revenue of 47.99 billion yuan, a year-on-year decrease of 33.14%, and a net profit attributable to shareholders of -3.92 billion yuan, a decrease of 422.67% [2] Group 3 - JinkoSolar has distributed a total of 3.36 billion yuan in dividends since its A-share listing, with 3.12 billion yuan distributed in the last three years [3] - As of September 30, 2025, the second-largest circulating shareholder of JinkoSolar is Hong Kong Central Clearing Limited, holding 306 million shares, a decrease of 132 million shares from the previous period [3] - The sixth-largest circulating shareholder is E Fund's SSE STAR 50 ETF, holding 147 million shares, a decrease of 18.24 million shares, while the eighth-largest is Huaxia's SSE STAR 50 Component ETF, holding 141 million shares, a decrease of 78.89 million shares [3]