新疆大全新能源股份有限公司 关于公司涉及诉讼的进展公告 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： 案件所处的诉讼阶段：一审重审判决 上市公司所处的当事人地位：被告 涉案的金额：一审发回重审时原告诉求请求涉案金额为人民币 74,265.78 万元，一审重审判决金额 3,297,088.25 元，判决尚未生效 重审判决结果：1、确认原告新疆贤安新材料有限公司与被告新疆大全新 能源股份有限公司签订的《业务合作协议》的权利义务关系于 2023 年 12 月 31 日终止；2、被告新疆大全新能源股份有限公司赔偿原告新疆贤安新 材料有限公司厂房租金、人员薪酬损失合计 2,997,088.25 元；3、被告新 疆大全新能源股份有限公司赔偿原告新疆贤安新材料有限公司律师费 300,000 元；上述款项合计 3,297,088.25 元，被告新疆大全新能源股份有 限公司于本判决生效后十日内付清；4、驳回原告新疆贤安新材料有限公 司、新疆登博新能源有限公司的其他诉讼请求。 是否会对上市公司损益产生负面影响：根据一审重审判决，本 ...

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]

Core Viewpoint - Daqo Energy's stock price has shown significant volatility, with a year-to-date increase of 27.84% but a recent decline of 2.31% over the past five trading days [2] Financial Performance - As of June 30, 2025, Daqo Energy reported a revenue of 1.47 billion yuan, a year-on-year decrease of 67.93%, and a net profit attributable to shareholders of -1.15 billion yuan, down 71.10% year-on-year [2] - Cumulative cash dividends since the company's A-share listing amount to 9.743 billion yuan, with 8.588 billion yuan distributed over the past three years [3] Stock Market Activity - Daqo Energy's stock price reached 30.86 yuan per share with a market capitalization of 66.201 billion yuan as of September 11 [1] - The stock has experienced a trading volume of 562 million yuan and a turnover rate of 0.87% on the same day [1] - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of 59.9638 million yuan on July 2 [2] Shareholder Structure - As of June 30, 2025, Daqo Energy had 35,100 shareholders, a decrease of 2.64% from the previous period, with an average of 15,763 circulating shares per shareholder, an increase of 2.71% [2] - The largest circulating shareholder is the Huaxia SSE Sci-Tech Innovation Board 50 ETF, holding 35.5622 million shares, a decrease of 727,900 shares from the previous period [3]

Market Overview - As of September 10, the silicon energy concept index declined by 1.73%, ranking among the top decliners in the concept sector [1] - Within the sector, major decliners included Daqo New Energy, Kexin Electric, and Runhe Materials, while notable gainers were Huilv Ecology, Fenghuo Electronics, and *ST Xinyuan, which rose by 1.73%, 1.45%, and 1.15% respectively [1] Concept Sector Performance - The top-performing concept sectors included Short Drama Games (+2.61%), Horse Racing Concept (+2.40%), and Football Concept (+2.25%), while the silicon energy sector was among the worst performers [2] - The silicon energy sector experienced a net outflow of 1.85 billion yuan, with 39 stocks seeing net outflows, and 7 stocks with outflows exceeding 50 million yuan [2] Major Stocks in Silicon Energy Sector - Tongwei Co. led the outflows with a net outflow of 600 million yuan, followed by Longi Green Energy with 398 million yuan, and TCL Zhonghuan with 170 million yuan [2] - Other significant outflows included Daqo New Energy (115 million yuan) and TBEA (71 million yuan) [2] Notable Inflows - Stocks with notable net inflows included Huilv Ecology (129 million yuan), Baose Co. (3.7 million yuan), and Fengfan Co. (1.7 million yuan) [2] Detailed Stock Performance - Key stocks in the silicon energy sector showed varied performance, with Tongwei Co. down by 6.00%, Longi Green Energy down by 2.33%, and Daqo New Energy down by 8.05% [3] - Other notable declines included Runhe Materials (-6.07%) and Kexin Electric (-6.74%) [3]

大全能源于2021年7月22日在上海证券交易所科创板上市，公开发行股份数为300,000,000股，发行价格为21.49元/股，保荐机构（主承销商）为中国国际金融股份有限公司，保荐代表人为 大全能源首次公开发行股票募集资金总额为644,700.00万元，募集资金净额为606,719.18万元，较原计划多106,719.18万元。大全能源于2021年7月19日披露的招股说明书显示，该公司拟 大全能源首次公开发行股票的发行费用总额为37,980.82万元，其中，保荐及承销费用为34,432.00万元。 大全能源2022年向特定对象发行A股股票。根据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向特定对象发行股票注册的批复》（证监许可〔2022〕1119号），同意 大全能源两次募集资金合计174.47亿元。 中国经济网北京9月10日讯大全能源(688303.SH)今日股价下跌，截至收盘，该股报30.25元，跌幅8.05%。 中原证券股份有限公司研究员唐俊男9月9日发布研报《大全能源(688303)：上半年业绩亏损 稳健经营和雄厚资金巩固领先地位》称，维持大全能源"增持"投资评级。 ...

中国经济网北京9月10日讯大全能源(688303.SH)今日股价下跌，截至收盘，该股报30.25元，跌幅 8.05%。 中原证券（601375）股份有限公司研究员唐俊男9月9日发布研报《大全能源(688303)：上半年业绩亏损 稳健经营和雄厚资金巩固领先地位》称，维持大全能源"增持"投资评级。 大全能源于2021年7月22日在上海证券交易所科创板上市，公开发行股份数为300,000,000股，发行价格 为21.49元/股，保荐机构(主承销商)为中国国际金融股份有限公司，保荐代表人为张志强、陈玮。 大全能源首次公开发行股票募集资金总额为644,700.00万元，募集资金净额为606,719.18万元，较原计划 多106,719.18万元。大全能源于2021年7月19日披露的招股说明书显示，该公司拟募集资金500,000.00万 元，计划用于年产1,000吨高纯半导体材料项目、年产35,000吨多晶硅项目、补充流动资金。 大全能源首次公开发行股票的发行费用总额为37,980.82万元，其中，保荐及承销费用为34,432.00万元。 大全能源2022年向特定对象发行A股股票。根据中国证券监督管理委员会发布的《关于同 ...

证券之星消息，9月10日光伏设备板块较上一交易日下跌2.34%，上能电气领跌。当日上证指数报收于 3812.22，上涨0.13%。深证成指报收于12557.68，上涨0.38%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300316 晶盛机电 | | 1.39 Z | 8.12% | -1604.57万 | -0.94% | -1.23 Z | -7.18% | | 688598 会博股份 | | 7337.23万 | 17.05% | -437.74万 | -1.02% | -6899.48万 | -16.03% | | 603185 弘元绿能 | | 1790.07万 | 3.42% | -2235.24万 | -4.27% | 445.17万 | 0.85% | | 688516 | 圆特维 | 1772.59万 | 5.59% | -1167.91万 | -3.68% | ...

Group 1 - The Sci-Tech Innovation 50 Index opened high and closed at 1259.10 points, with an increase of 1.09% and a fluctuation of 2.14%, with a total trading volume of approximately 711.4 billion yuan [1] - Most stocks on the Sci-Tech Board rose, with 251 stocks increasing in value. High-priced stocks generally performed well, while low-priced stocks showed a downward trend [1] - In specific sectors, semiconductor and component stocks were active, while electrical equipment and specialized machinery stocks experienced the largest declines [1] Group 2 - On September 10, excluding one suspended stock, the remaining 588 stocks on the Sci-Tech Board had an average increase of 0%, an average turnover rate of 2.81%, a total trading volume of 197.6 billion yuan, and an average fluctuation of 3.78% [1] - In individual stock performance, Jiayuan Technology surged by 20%, leading the component stocks, while Daqing Energy fell by 8.05%, marking the largest decline [2] - In terms of trading volume, Cambrian Technology topped the list with a trading volume of 176.6 billion yuan, while Shuangyuan Technology had the lowest trading volume at 896.5 million yuan [3] - Regarding turnover rates, Aggregated Materials had the highest turnover rate at 19.96%, while Longteng Optoelectronics had the lowest at 0.18% [4]

Core Viewpoint - Daqo Energy's stock price increased by 6.83% to 34.39 yuan as of September 5, 2025, with a market capitalization of 73.774 billion yuan, ranking 4th in the photovoltaic equipment sector and 217th in the A-share market [1] Company Performance - In the first half of 2025, Daqo Energy reported revenue of 1.47 billion yuan and a net profit attributable to shareholders of -1.147 billion yuan, indicating challenges in the photovoltaic industry [1] - The company implemented a production reduction strategy, with second-quarter polysilicon production at 26,000 tons and sales at 18,000 tons, while total production for the first half was 51,000 tons and sales were 46,000 tons [1][2] - The unit cost of polysilicon in the second quarter was 58.15 yuan/kg, with a cash cost of 38.96 yuan/kg [1] Financial Health - As of June 30, 2025, Daqo Energy had total cash reserves of approximately 12.09 billion yuan, including 1.66 billion yuan in cash, 2.99 billion yuan in structured deposits, and 7.09 billion yuan in time deposits, with a current ratio of 4.91 and a debt-to-asset ratio of 8.04%, indicating a strong financial structure [1][3] - The company has no interest-bearing debt, showcasing its robust risk resistance capabilities [1][3] Market Strategy - Daqo Energy plans to continue its production reduction strategy in the third quarter, with expected polysilicon production between 27,000 to 30,000 tons and a total annual production forecast of 110,000 to 130,000 tons for 2025 [3] - The company supports the photovoltaic industry's move away from "involution" and is committed to promoting healthy and orderly development within the sector [2][4] Share Buyback Program - Daqo Energy initiated a share buyback program with a budget of 50 million to 100 million yuan, set to run from April 21, 2025, to April 20, 2026, with a maximum buyback price of 44.00 yuan per share [6] - As of August 31, 2025, the company had repurchased 15,323 shares, accounting for 0.0007% of its total share capital, at a total cost of 290,753.82 yuan [6]

Core Viewpoint - The photovoltaic sector has shown clear signs of a cyclical reversal, with significant stock price increases across the board, indicating a potential recovery in the industry [2][5]. Group 1: Stock Performance - On September 5, the photovoltaic equipment sector surged by 8.15%, with all 74 constituent stocks closing in the green, and eight stocks rising over 10% [2]. - Notable stock performances included JinkoSolar (19.99%), Changsheng Electric (18.24%), and Sungrow Power (16.67%) [2]. - From April to September, several photovoltaic stocks have doubled in value, with Sungrow Power increasing from 51.90 CNY to 137.66 CNY, a rise of 165%, and JinkoSolar from 43.24 CNY to 89.24 CNY, a rise of 106% [2]. Group 2: Market Capitalization - Tongwei Co., Ltd. has reached a total market capitalization of 109.8 billion CNY, making it the third photovoltaic stock in A-shares to surpass the 100 billion CNY mark [3]. - The top 12 photovoltaic companies by market capitalization include Sungrow Power (280.59 billion CNY), Jiangxi Green Energy (137.16 billion CNY), and Tongwei Co., Ltd. (109.80 billion CNY) [4]. Group 3: Silicon Material Sector - The leading silicon material companies have also seen significant stock price increases, with Tongwei Co., New Special Energy, GCL-Poly Energy, and Daqo New Energy all experiencing gains between 6.18% and 17.28% [6]. - The price of silicon materials has risen for ten consecutive weeks, with n-type polysilicon prices increasing by 42% and 43% respectively [8][9]. Group 4: Industry Trends - The Ministry of Industry and Information Technology has emphasized the importance of addressing overcapacity in the photovoltaic sector, indicating that "anti-involution" has become a national strategic focus [10]. - Major silicon material companies are planning to consolidate smaller producers by September 22, which is expected to stabilize the market [10][11]. - The anticipated recovery in silicon material prices is expected to positively impact the entire photovoltaic supply chain, leading to a healthier industry environment [11].