证券代码：688303 证券简称：大全能源 公告编号：2025-041 新疆大全新能源股份有限公司 关于参加 2025 年半年度科创板新能源行业 集体业绩说明会的公告 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。 重要提示： 新疆大全新能源股份有限公司（以下简称"公司"）已于 2025 年 8 月 27 日 发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年 半年度经营成果、财务状况、发展理念，公司参与了由上交所主办的 2025 年半年 度科创板新能源行业集体业绩说明会，此次活动将采用网络互动的方式举行，投 资者可登录上海证券交易所上证路演中心（https://roadshow.sseinfo.com/）参 与线上互动交流。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 会议召开时间：2025 年 9 月 3 日（星期三）15:00-17:00 会 议 召 开 地 点 ： ...

证券代码：688303 证券简称：大全能源 公告编号：2025-037 新疆大全新能源股份有限公司 关于 2025 年半年度计提资产减值准备的公告 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。 一、本次计提减值准备情况概述 为真实、客观地反映新疆大全新能源股份有限公司（以下简称"公司"） 2025 年半年度的财务状况和经营成果，公司根据《企业会计准则》及公司会计政 策等相关规定，结合公司实际业务情况及行业市场变化趋势等，对公司及下属子 公司的资产进行了减值测试，并基于谨慎性原则公司拟对可能发生资产减值损失 的资产计提减值准备。经公司财务部门测算，公司 2025 年半年度拟计提的各项减 值损失总额约为 67,485.85 万元。具体情况如下表所示： 单位：万元 | 项目 | 计提金额 | 原因 | | --- | --- | --- | | 资产减值损失 | 67,485.85 | 存货跌价损失 | 二、2025 年半年度计提资产减值准备事项的具体说明 根据《企业会计准则》及公司会计政策，公司在资产负债表日评估存货的可 变现 ...

证券代码：688303 证券简称：大全能源 公告编号：2025-040 新疆大全新能源股份有限公司 关于修订《公司章程》并办理工商变更登记的公告 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。 新疆大全新能源股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召 开第三届董事会第十九次会议，审议通过了《关于修订<公司章程>并办理相应工 商变更登记的议案》。现将有关情况公告如下： 一、修改《公司章程》部分条款的相关情况 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《上市公司 章程指引》等有关规定，结合公司实际情况，公司将不再设置监事会，监事会的 部分职权由董事会审计委员会行使，《监事会议事规则》相应废止。 基于上述调整，并结合《公司法》《上市公司章程指引》《上海证券交易所 科创板股票上市规则》等法律法规、规范性文件的最新规定，拟对《公司章程》 中的相关条款进行修订。因本次修订涉及条款较多，为突出列示修订重点，仅涉 及"股东大会"调整为"股东会"的表述，以及因增加、删除部分条款而导致的 条款序号变化未在 ...

证券代码：688303 证券简称：大全能源 公告编号：2025-038 新疆大全新能源股份有限公司 关于 2025 年半年度募集资金存放、管理与实际使用情 况的专项报告 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。 一、募集资金基本情况 经中国证券监督管理委员会发布的《关于同意新疆大全新能源股份有限公司 首次公开发行股票注册的批复》(证监许可〔2021〕2110 号)核准，本公司于上海 证券交易所首次向社会公众公开发行人民币普通股(A 股)股票 30,000 万股(每股 面值人民币 1.00 元)，发行价格为 21.49 元/股。本公司本次发行募集资金总额为 人民币 6,447,000,000.00 元，扣除本次发行费用人民币 379,808,207.55 元，募 集资金净额为人民币 6,067,191,792.45 元(不包括发行费用相关增值税进项税额)。 上述资金于 2021 年 7 月 19 日全部到账，并经德勤华永会计师事务所(特殊普通合 伙)验证并出具德师报(验)字(21)第 00348 号验资报告。 截至 20 ...

Investment Rating - The report maintains an investment rating of "Synchronize with the market - A" for the electric equipment and new energy industry [1]. Core Viewpoints - The report highlights that the electric equipment and new energy industry has shown stable market performance over the past year, with key developments including the establishment of national technical standards for humanoid robots led by UBTECH and the ongoing discussions to prevent price wars in the photovoltaic sector [1][3][4]. Summary by Sections Preferred Stocks - The report lists several preferred stocks with their ratings, including: - Aishuo Co., Ltd. (600732.SH) - Buy - B - Longi Green Energy (601012.SH) - Buy - B - Daqian Energy (688303.SH) - Buy - B - Fulete (601865.SH) - Buy - A - Hengdian East Magnet (002056.SZ) - Buy - A - Sungrow Power Supply (300274.SZ) - Buy - A - Canadian Solar (688472.SH) - Buy - A - Deyang Co., Ltd. (605117.SH) - Buy - A - Langxin Group (300682.SZ) - Buy - B - Quartz Co., Ltd. (603688.SH) - Buy - A [2]. Industry Developments - UBTECH has led the approval of two national standards for humanoid robots, focusing on positioning navigation and human-machine interaction [3]. - A meeting held by the Ministry of Industry and Information Technology emphasized the importance of maintaining fair competition in the photovoltaic industry and called for the orderly exit of outdated production capacity [5]. - The China Photovoltaic Industry Association has proposed initiatives to strengthen industry self-discipline and maintain a fair market order [4]. Price Tracking - The report provides price tracking for various components in the photovoltaic supply chain: - Polysilicon prices remain stable at 44.0 CNY/kg [6]. - Silicon wafer prices are stable, with N-type wafers priced at 1.20 CNY/piece [7]. - Battery cell prices are also stable, with N-type cells priced at 0.290 CNY/W [8]. - Module prices for TOPCon dual-glass components are stable at 0.685 CNY/W [8]. - Glass prices for photovoltaic applications remain unchanged [8]. Investment Recommendations - The report recommends focusing on companies in various strategic directions: - BC new technology: Aishuo Co., Ltd., Longi Green Energy - Supply-side improvement: Daqian Energy, Fulete - Overseas layout: Hengdian East Magnet, Sungrow Power Supply, Canadian Solar, Deyang Co., Ltd. - Market-oriented electricity: Langxin Group - Domestic substitution: Quartz Co., Ltd. [9].

截至14:45，成分股仅做展示使用，不构成投资建议。 消息面上，8月19日，多部门召开光伏产业座谈会。会议强调以下四个重点：1）加强产业调控；2）遏制低价无序竞争；3）规范产品质量；4） 支持行业自律。 8月25日，A股市场延续震荡上行！截至14:56，同类费率最低档的光伏龙头ETF(516290)放量上涨超2.19%， 成交近5000万元。 中证光伏产业指数(931151)强势上涨1.81%，成分股罗博特科(300757)盘中涨停，大全能源(688303)上涨11.55%，捷佳伟创(300724)上涨8.09%， 德业股份(605117)，阳光电源(300274)等个股涨幅居前，隆基绿能、特变电工等涨幅居前。 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 | 电力设备 | 4.02% | 68.40 Z | 12.63% | | 2 | 601012 | 隆基绿能 | 电力设备 | 1.21% | 29.49亿 | 9.18% | | ...

Core Viewpoint - The photovoltaic sector in China is experiencing a strong rally, with significant stock price increases following a call for industry self-regulation and fair competition from the China Photovoltaic Industry Association [1] Group 1: Market Performance - On August 25, the photovoltaic concept stocks surged, with Daqo New Energy rising over 15% [1] - Other companies such as Sentech, JinkoSolar, Huaguang Huaneng, Tongwei Co., and Sungrow also saw price increases [1] Group 2: Industry Initiatives - On August 22, the China Photovoltaic Industry Association issued an initiative to strengthen industry self-discipline and maintain fair competition [1] - The initiative emphasizes the rejection of malicious competition through pricing below cost and encourages downstream power station companies to optimize bidding rules [1] - It suggests lowering the weight of price in bids and increasing the weight of technical evaluation [1]

科创50ETF（588000）追踪科创50指数，指数持仓电子行业63.74%，医药生物行业11.78%，合计 75.52%，行业分布集中。同时涉及半导体、医疗器械、软件开发、光伏设备等多个细分领域，硬科技 含量高。从当前位置来看，科创50指数仍在基点附近，参照创业板历史走势，未来成长空间值得期待。 看好中国硬科技长期发展前景的投资者建议持续关注。相关ETF：科创50ETF（588000）。 8月25日早盘三大股指集体高开，科创50指数盘初快速拉升涨超4%，科创50ETF（588000）持续走 强，截至9点46，上涨1.28%，近5日上涨13.27%。持仓股大全能源强势领涨，涨超16%。 消息面上，英伟达暂停H20芯片生产，市场预期国内AI芯片厂商将加速填补高端算力缺口，科创 50ETF（588000）持仓股寒武纪上周涨幅接近35%市值超过5000亿元，带动半导体板块情绪升温； DeepSeek-V3.1大模型发布，AI算力需求持续超预期，推动算力基础设施板块爆发，算力龙头海光信息 上周上涨超过20%。 中信建投建议关注高景气赛道。随着上市公司逐步进入半年报披露密集期，市场整体对业绩关注的 力度将会加大，业绩超 ...

Core Viewpoint - The A-share market opened high and continued to rise, with significant gains in the photovoltaic sector, indicating a positive market sentiment driven by recent regulatory support and price recovery in the industry [1][2]. Group 1: Market Performance - The photovoltaic concept stocks showed strong performance, with notable increases such as Robotech rising by 20%, Daqo New Energy up over 12%, and JinkoSolar increasing by over 5% [1]. - The photovoltaic 50 ETF (516880), which tracks the CSI Photovoltaic Industry Index, rose approximately 2%, reaching a new high for the year [2]. Group 2: Regulatory Developments - A recent meeting involving six departments focused on regulating the photovoltaic industry, emphasizing four key areas: strengthening industry regulation, curbing low-price disorderly competition, standardizing product quality, and supporting industry self-discipline [2]. - Analysts believe that the positive regulatory environment may attract cautious investors back into the sector [2]. Group 3: Industry Trends - Since early July, there has been a significant increase in the prices of silicon materials and silicon wafers, with battery and module prices also recovering, indicating a potential turnaround in the industry [2]. - The supply-side reform in the photovoltaic sector is expected to deepen, with a focus on controlling energy consumption and restricting outdated production capacity, particularly in the silicon material segment [2]. - The CSI Photovoltaic Industry Index comprises up to 50 representative listed companies involved in the photovoltaic industry chain, reflecting the overall performance of these securities [2].

Group 1 - The A500 index has shown a positive trend, with a rise of 0.87% as of August 25, 2025, and notable increases in constituent stocks such as Daqo New Energy (up 15.19%) and Kangtai Biological (up 12.68%) [1] - The A500 ETF managed by Harvest has experienced a trading volume of 2.05 billion yuan, with a recent average daily trading volume of 34.14 billion yuan over the past week, and its latest scale reached 12.817 billion yuan [3] - The A500 ETF has achieved a net value increase of 11.53% over the past six months, with a maximum single-month return of 4.48% since its inception [3] Group 2 - The top ten weighted stocks in the CSI A500 index as of July 31, 2025, include Kweichow Moutai, CATL, and Ping An Insurance, collectively accounting for 19.83% of the index [3] - The outlook for the A-share market is optimistic due to factors such as capital market reforms, stable market liquidity, and improved social attitudes towards risk, which are expected to support the performance of Chinese assets [4] - The institution highlights that China's economic transformation is accelerating, leading to a decrease in opportunity costs for the stock market, thus creating a favorable environment for equity performance [4]