证券日报网讯 2月5日，中信博在互动平台回答投资者提问时表示，太空光伏和月球光伏电站是非常有 前瞻性未来市场观点。公司在定制化光伏跟踪支架系统方案解决能力始终坚持技术创新和产品升级，以 适应不同的应用场景和市场需求。目前，公司在跟踪支架领域的技术处于行业领先水平，拥有多项发明 专利和实用新型专利，并且公司的研发团队在不断探索新的技术和应用场景，以保持公司的竞争力。同 时，公司对于任何可能的未来市场和技术趋势都持开放态度，愿意进行技术储备和研究。公司会持续关 注相关领域技术发展和行业动态，与科研机构和相关部门保持沟通，以便在适当的时机进行技术合作和 市场布局。 （文章来源：证券日报） ...

证券日报网讯 2月5日，中信博在互动平台回答投资者提问时表示，欧洲是公司全球化业务开拓的重要 市场之一，公司在欧洲市场存在业务布局和业务往来，目前欧盟地区收入占比整体不大。2024年公司布 局了欧洲总部，从市场开拓、属地性技术研发、全球供应链布局、项目服务等方向强化推进欧洲市场布 局，随着本地化业务不断深入，对欧洲区域市场订单规模提升有积极促进作用。 （文章来源：证券日报） ...

Group 1 - The semiconductor materials and equipment theme indices have experienced declines, with the Shanghai Stock Exchange Sci-Tech Innovation Board index down by 2.13% and the China Securities semiconductor materials and equipment index down by 2.15% as of February 5, 2026 [1][2] - Key stocks such as Huafeng Measurement Control and Tuojing Technology have seen significant declines, with Huafeng Measurement Control leading the drop at 6.60% [1] - The Sci-Tech semiconductor ETF (588170) has seen a recent price drop of 2.06%, while the semiconductor equipment ETF (562590) decreased by 2.17% [1] Group 2 - The Sci-Tech semiconductor ETF has recorded a net outflow of 59.39 million yuan, but over the past five trading days, it has seen a net inflow of 202 million yuan, averaging 40.37 million yuan per day [2] - Qualcomm reported better-than-expected Q1 FY2026 results but provided a revenue outlook below market expectations due to global memory supply shortages, projecting revenue between 10.2 billion to 11 billion USD for Q2 [2] - The demand for AI computing power is increasingly dominating storage needs, leading to a significant rise in DRAM prices, with server DRAM prices expected to increase by approximately 90% in Q1 [3] Group 3 - The Sci-Tech semiconductor ETF and its linked funds track the semiconductor materials and equipment theme index, focusing on hard tech companies in semiconductor equipment (60%) and materials (25%) [4] - The semiconductor equipment ETF (562590) also emphasizes semiconductor equipment (63%) and materials (24%), highlighting the importance of domestic substitution in the semiconductor industry [4]

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责任。 证券代码：688408 证券简称：中信博 公告编号：2026-002 江苏中信博新能源科技股份有限公司 关于提供担保的进展公告 重要内容提示: ● 担保发生时间：2026年1月1日-2026年1月31日 ● 截至2026年1月31日，公司及合并报表范围内子公司对外担保余额为人民币37.60亿元，占公司最近一 期经审计净资产的85.26%，其中公司对合并报表范围内子公司提供的担保余额为人民币37.60亿元，占 公司最近一期经审计净资产的85.26%。 一、担保情况概述 （一）本期新增担保情况 为满足公司生产经营和流动资金周转需要，在确保运作规范和风险可控的前提下，公司及合并报表范围 内子公司在2026年1月1日至2026年1月31日期间，发生的担保金额为人民币0.83亿元，占公司最近一期 经审计净资产的1.88%。具体情况请参见附件一"江苏中信博新能源科技股份有限公司2026年1月1日至 2026年1月31日担保明细"。 （二）担保履行的内部决策程序 公司于2025年4月15日召开 ...

证券日报网讯 2月4日，中信博发布公告称，截至2026年1月31日，公司未对控股股东和实际控制人及其 关联人提供担保，亦无逾期对外担保情况。 （文章来源：证券日报） ...

江苏中信博新能源科技股份有限公司 关于提供担保的进展公告 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责任。 证券代码：688408 证券简称：中信博 公告编号：2026-002 重要内容提示: 担保发生时间：2026 年 1 月 1 日-2026 年 1 月 31 日 被担保方名称：江苏中信博新能源科技股份有限公司（以下简称"公司" 或"中信博"）合并报表范围内子公司（含全资子公司、控股子公司、参股 公司及预计有效期限内新设立或纳入合并报表范围内的子公司）。 截至 2026 年 1 月 31日，公司及合并报表范围内子公司对外担保余额为人 民币 37.60 亿元，占公司最近一期经审计净资产的 85.26%，其中公司对合并 报表范围内子公司提供的担保余额为人民币 37.60 亿元，占公司最近一期经 审计净资产的 85.26%。 一、担保情况概述 （一）本期新增担保情况 为满足公司生产经营和流动资金周转需要，在确保运作规范和风险可控的 前提下，公司及合并报表范围内子公司在 2026 年 1 月 1 日至 2026 年 1 月 31 日 ...

证券代码：688408 证券简称：中信博 公告编号：2026- 002 江苏中信博新能源科技股份有限公司 关于提供担保的进展公告 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责任。 重要内容提示: 担保发生时间：2026 年 1 月 1 日-2026 年 1 月 31 日 被担保方名称：江苏中信博新能源科技股份有限公司（以下简称"公司" 或"中信博"）合并报表范围内子公司（含全资子公司、控股子公司、参股 公司及预计有效期限内新设立或纳入合并报表范围内的子公司）。 截至 2026 年 1 月 31 日，公司及合并报表范围内子公司对外担保余额为 人民币 37.60 亿元，占公司最近一期经审计净资产的 85.26%，其中公司对合 并报表范围内子公司提供的担保余额为人民币 37.60 亿元，占公司最近一期 经审计净资产的 85.26%。 本期担保发生额：人民币 0.83 亿元 本次担保是否有反担保：否 被担保人中有无公司关联方：无 对外担保逾期累计数量：无逾期对外担保情况 会第二十次会议，于 2025 年 5 月 8 日召开 2024 年 ...

Group 1 - Zairun New Energy focuses on the research and development of perovskite battery core materials and equipment, with a strong emphasis on high-purity and high-stability products suitable for large-scale production [1] - The company has completed multiple pilot tests and its product performance has been validated by third-party authorities [1] - Zairun's high-radiation-resistant perovskite precursor materials enhance battery stability in extreme space environments, positioning the company to become a core supplier in the space photovoltaic supply chain [1] Group 2 - Aotwei is a leading domestic photovoltaic equipment enterprise, with early layouts in perovskite production line equipment and technology covering key processes such as laser etching and thin film deposition [2] - The company's self-developed laser repair equipment significantly improves battery yield and is at the forefront of industry standards [2] - Aotwei's equipment optimizes battery manufacturing processes to meet the stringent requirements of space photovoltaic applications, potentially making it a core supplier in this sector [2] Group 3 - Haiyou New Materials is a core supplier of photovoltaic packaging materials, focusing on the development of POE films and back sheets for perovskite batteries [3] - The company has developed radiation-resistant packaging films that ensure long-term stable operation of perovskite batteries in space environments [3] - As the space photovoltaic market scales, Haiyou is positioned to become a key supplier of packaging materials for perovskite batteries [3] Group 4 - Gaoce Co., Ltd. is a leading domestic company in photovoltaic cutting equipment and silicon wafer processing, actively developing ultra-thin silicon cutting technology for perovskite batteries [4] - The company's ultra-thin silicon wafers, with thicknesses as low as 50μm, meet the lightweight requirements of perovskite batteries [4] - Gaoce's technology supports the stringent demands of space photovoltaic applications, positioning it to become a core supplier of silicon wafers for perovskite batteries [4]

截至发稿，杨锐文累计任职时间11年105天，现任基金资产总规模211.34亿元，任职期间最佳基金回报 353.46%， 任职期间最差基金回报5.85%。 曾英捷累计任职时间2年214天，现任基金资产总规模49.79亿元，任职期间最佳基金回报31.18%， 任职 期间最差基金回报28.05%。 2月3日，中信博涨5.05%，截至发稿，报45.80元/股，成交2.26亿元，换手率2.30%，总市值100.33亿 元。 资料显示，江苏中信博新能源科技股份有限公司位于江苏省昆山市陆家镇华阳路190号，成立日期2009 年11月20日，上市日期2020年8月28日，公司主营业务涉及光伏支架的研发、设计、生产和销售。主营 业务收入构成为：产品销售收入97.74%，废品销售1.20%，建造合同0.77%，电费收入0.18%，服务费收 入及其他0.11%。 从中信博十大流通股东角度 数据显示，景顺长城基金旗下1只基金位居中信博十大流通股东。景顺长城新能源产业股票A类 （011328）三季度新进十大流通股东，持有股数325.32万股，占流通股的比例为1.49%。根据测算，今 日浮盈赚取约715.7万元。 景顺长城新能源产业股票 ...

Core Viewpoint - Shenzhen is emerging as a significant economic powerhouse in China, with its GDP projected to reach 38,731.8 billion yuan in 2025, making it the third-largest economy in the country and likely to surpass 40 trillion yuan by 2026 [2][30]. Group 1: Economic Growth - Shenzhen's GDP is expected to grow by 5.5% year-on-year, ranking first among major cities in China [3][31]. - The city contributed 1,929 billion yuan to the provincial GDP growth, accounting for 45.8% of the total increase, solidifying its role as the strongest economic engine in the province [3][31]. Group 2: Industrial Leadership - Shenzhen has become the first city in China to achieve an industrial output value exceeding 50 trillion yuan, with a projected industrial output of 54 trillion yuan in 2024 [6][35]. - The city continues to lead in industrial value-added growth at 5.4% in 2025, maintaining its status as the top industrial city in the country [6][35]. Group 3: Foreign Trade Dominance - In 2025, Shenzhen's total import and export volume is expected to reach 45,500 billion yuan, marking a 1.4% increase and maintaining its position as the leading city for foreign trade in mainland China [9][38]. - Shenzhen's export volume has achieved 33 consecutive months of growth, contributing 10% to the national total and 48% to Guangdong's total foreign trade [10][38]. Group 4: Entrepreneurial Environment - The total number of business entities in Shenzhen has surpassed 4.65 million, making it the city with the most entrepreneurs in China [13][41]. - In 2025, Shenzhen is projected to add 14,000 new foreign-funded enterprises, reflecting a growth of over 40% [13][41]. Group 5: Research and Development - Shenzhen's total R&D expenditure is expected to reach 245.31 billion yuan in 2024, with a growth rate of 9.7%, leading the country in R&D intensity at 6.67% [14][42]. - The city ranks first in the number of high-value patents, with 241,900 patent grants and 24,950 trademark registrations in 2024 [14][42]. Group 6: Cross-Border E-commerce - Shenzhen is recognized as the leading city for cross-border e-commerce, with import and export volumes reaching 372 billion yuan in 2024 [16][44]. - By 2025, the gross merchandise volume (GMV) of cross-border e-commerce in Shenzhen is expected to exceed 1 trillion yuan, representing a significant portion of the national market [18][45]. Group 7: Shenzhen's Success Factors - The success of Shenzhen is attributed to a combination of external factors (such as reform and opening-up) and internal characteristics (such as a market-driven economy and a culture of innovation) [22][52]. - The city embodies a spirit of entrepreneurship and innovation, emphasizing the importance of efficiency and a proactive approach to economic development [26][54].