北京市天元律师事务所 关于固德威技术股份有限公司 2026 年第二次临时股东会的法律意见 京天股字（2026）第 030 号 致：固德威技术股份有限公司 固德威技术股份有限公司（以下简称"公司"）2026 年第二次临时股东会（以 下简称"本次股东会"）采取现场投票与网络投票相结合的方式，现场会议于 2026 年 1 月 23 日在固德威智慧能源大厦二楼会议室召开。北京市天元律师事务所（以 下简称"本所"）接受公司聘任，指派本所律师参加本次股东会现场会议，并根据 《中华人民共和国公司法》、《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司股东会规则》（以下简称"《股东会规则》"）以及《固德威技术股份 有限公司章程》（以下简称"《公司章程》"）等有关规定，就本次股东会的召集、 召开程序、出席现场会议人员的资格、召集人资格、会议表决程序及表决结果等事 项出具本法律意见。 为出具本法律意见，本所律师审查了《固德威技术股份有限公司第四届董事会 第二次会议决议公告》、《固德威技术股份有限公司关于召开 2026 年第二次临时 股东会的通知》（以下简称"《召开股东会通知》"）以及本所律师认为必要的其 他文件和资 ...

Group 1 - The stock of Goodwe (688390) closed at 89.63 yuan on January 22, with a significant increase of 19.95%, a turnover rate of 11.20%, and a price fluctuation of 18.46%, resulting in a total transaction amount of 2.284 billion yuan [2] - The stock was listed on the daily trading list due to its closing price increase of 15% or more [2] - The top five trading departments accounted for a total transaction amount of 1.25 billion yuan, with a net buying amount of 61.11 million yuan [2] Group 2 - The main capital inflow for the stock was 83.34 million yuan throughout the day [3] - The top buying departments included an institutional special seat with a purchase amount of 238.59 million yuan and the Shanghai-Hong Kong Stock Connect with a purchase amount of 199.12 million yuan [3] - The top selling departments included the Shanghai-Hong Kong Stock Connect with a selling amount of 290.52 million yuan and two institutional special seats with selling amounts of 145.13 million yuan and 63.48 million yuan respectively [3]

Core Viewpoint - The report highlights the significant inflow of main capital into various stocks, with specific companies showing remarkable performance in terms of net capital inflow and stock price changes [1][2]. Group 1: Main Capital Inflow - A total of 88 stocks have experienced a net inflow of main capital for five consecutive days or more, indicating strong investor interest [1]. - Hangzhou Bank leads with 16 consecutive days of net inflow, followed by Yunnan Baiyao with 14 days [1]. - Midea Group has the highest total net inflow amounting to 1.582 billion yuan over seven days, while Hangzhou Bank follows closely with 1.489 billion yuan over 16 days [1]. Group 2: Performance Metrics - The stock with the highest net inflow ratio relative to trading volume is Fenglong Co., which has surged by 359.76% over the past 16 days [1]. - Other notable stocks include Guotai Junan Securities with a net inflow of 1.109 billion yuan over 11 days and China Ping An with 1.074 billion yuan over six days, although their stock prices have seen declines of 2.46% and 3.28% respectively [1]. - The report includes a detailed table of stocks with their respective net inflow amounts, inflow ratios, and cumulative price changes, providing a comprehensive overview of market trends [1][2].

Core Viewpoint - The photovoltaic equipment sector experienced a significant increase, with a 2.41% rise on January 22, led by GCL-Poly Energy Holdings [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4122.58, up 0.14%, while the Shenzhen Component Index closed at 14327.05, up 0.5% [1] - GCL-Poly Energy Holdings (688390) saw a remarkable increase of 19.95%, closing at 89.63, with a trading volume of 272,300 shares and a transaction value of 2.284 billion [1] - Other notable performers included: - Yuantai Technology (688516) up 14.41% to 75.01 with a transaction value of 1.283 billion - Junda Co., Ltd. (002865) up 10.00% to 90.40 with a transaction value of 2.132 billion - Maiwei Co., Ltd. (300751) up 9.61% to 270.30 with a transaction value of 3.771 billion [1] Group 2: Fund Flow Analysis - The photovoltaic equipment sector saw a net inflow of 1.509 billion from institutional investors, while retail investors experienced a net outflow of 1.002 billion [2] - Key stocks with significant fund flow included: - Longi Green Energy (601012) with a net inflow of 355 million from institutional investors [3] - Junda Co., Ltd. (002865) with a net inflow of 313 million from institutional investors [3] - Maiwei Co., Ltd. (300751) with a net inflow of 305 million from institutional investors [3]

Group 1 - JunDa Co., Ltd. reached the daily limit increase in stock price [1] - GoodWe Technologies saw a rise of over 10% in its stock price [1] - Other companies such as Maiwei Co., LianSheng Technology, Tianyi New Materials, Haiyou New Materials, and Dongfang Rises also experienced stock price increases [1]

Group 1 - The core viewpoint of the news is that Gudewei's integration with Qianwen to create a smart energy intelligence system has received national recognition from the Ministry of Industry and Information Technology as a typical case of empowering new industrialization through value-added telecommunications services [1][3] - The smart energy intelligence system combines Gudewei's WE platform capabilities of "perception and control" with Qianwen's "multi-modal reasoning and generation" capabilities, and has been implemented in over 500 parks [3] - Gudewei, a leading global provider of new energy power supply equipment and solutions, partnered with Alibaba Cloud in 2024 to develop the WE platform, which aggregates real-time data on grid load curves, energy storage and photovoltaic operations, charging pile status, and inspection images [3] Group 2 - The WE platform, after integration with Qianwen, enables logical attribution and trend prediction, automatically generating peak shaving and valley filling schedules, energy storage charging and discharging allocations, and virtual power plant bidding proposals, significantly enhancing energy utilization efficiency [3] - 80% of major energy state-owned enterprises have chosen Alibaba AI, including industry giants such as State Grid, Southern Power Grid, Sinopec, National Pipeline Network, State Energy Group, and China Coal Science and Technology, with applications spanning the entire energy spectrum including electricity, oil, gas, and coal [3]

数据宝统计，截至11:24，固德威成交额14.33亿元，创2024年10月9日以来新高。最新股价上涨 16.50%，换手率7.20%。上一交易日该股全天成交额为7.44亿元。 据天眼查APP显示，固德威技术股份有限公司成立于2010年11月05日，注册资本24299.6473万人民币。 （数据宝） （文章来源：证券时报网） ...

Group 1 - The core viewpoint of the news highlights the performance of the photovoltaic sector, particularly the rise of the Huaxia Photovoltaic ETF and its constituent stocks, indicating a positive trend in the market [1] - On January 21, Hongyuan Green Energy announced its 2025 annual performance forecast, expecting a net profit attributable to shareholders of 180 million to 250 million yuan, marking a turnaround from losses [1] - The company anticipates a non-recurring gain of approximately 291 million yuan from the transfer of part of its stake in Inner Mongolia Xinyuan Silicon Material Technology Co., which is crucial for achieving positive overall performance [1] Group 2 - According to Zheshang Securities, 2026 is expected to be a turning point for the industry, driven by factors such as a rebound in prices, with a 47% quarter-on-quarter increase in polysilicon prices in Q3 2025 [1] - Leading companies like Longi Green Energy and JA Solar have announced equity incentive plans aimed at achieving profitability by 2026 [1] - The proportion of fund allocations has decreased to levels seen before the 2020 market rally, indicating potential for recovery, alongside the establishment of silicon material storage platforms expected to drive supply contraction and demand recovery [1]

Core Viewpoint - The photovoltaic equipment sector experienced a decline of 0.59% on January 21, with Hongyuan Green Energy leading the drop, while the Shanghai Composite Index rose by 0.08% and the Shenzhen Component Index increased by 0.7% [1]. Group 1: Market Performance - The closing price of Hongyuan Green Energy was 25.96, reflecting a decrease of 5.94% with a trading volume of 344,800 shares and a transaction value of 904 million yuan [2]. - The photovoltaic equipment sector saw a net outflow of 2.701 billion yuan from major funds, while retail investors contributed a net inflow of 2.278 billion yuan [2][3]. Group 2: Individual Stock Performance - The top gainers in the photovoltaic equipment sector included: - Dier Laser, closing at 79.30 with a rise of 6.59% and a transaction value of 1.116 billion yuan [1]. - Jingke Shares, closing at 96.79 with an increase of 6.13% and a transaction value of 1.826 billion yuan [1]. - Mingguan New Materials, closing at 20.40 with a rise of 6.08% and a transaction value of 412 million yuan [1]. - The top decliners included: - Hongyuan Green Energy, closing at 25.96 with a decrease of 5.94% and a transaction value of 904 million yuan [2]. - ST Jingji, closing at 12.59 with a drop of 4.98% and a transaction value of 5.984 million yuan [2]. - Aerospace Electromechanical, closing at 15.58 with a decline of 4.00% and a transaction value of 2.829 billion yuan [2].

嘉实低碳精选混合发起式A（017036）成立日期2022年12月13日，最新规模1342.6万。今年以来收益 5.2%，同类排名3707/8844；近一年收益48.39%，同类排名1989/8091；成立以来亏损5.06%。 嘉实低碳精选混合发起式A（017036）基金经理为宋阳。 截至发稿，宋阳累计任职时间3年20天，现任基金资产总规模2.85亿元，任职期间最佳基金回报51.5%， 任职期间最差基金回报14.32%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 1月21日，固德威涨5.46%，截至发稿，报76.51元/股，成交4.16亿元，换手率2.31%，总市值185.92亿 元。 资料显示，固德威技术股份有限公司位于江苏省苏州市高新区塔园路93号，成立日期2010年11月5日， 上市日期2020年9月4日，公司主营业务涉及光伏逆变器等产品的研发、生产、销售。主营业务收入构成 为：户用系统销售45.41%，光伏并网逆变器32.91%，其他产品7.05%，储能电池7 ...