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]

Group 1 - The core viewpoint of the news is that CITIC Bo has seen a significant increase in stock price, with a rise of 5.05% to 45.80 CNY per share, and a total market capitalization of 10.033 billion CNY [1] - CITIC Bo specializes in the research, design, production, and sales of photovoltaic brackets, with 97.74% of its revenue coming from product sales [1] - The company was established on November 20, 2009, and went public on August 28, 2020 [1] Group 2 - In the third quarter, Invesco Great Wall's New Energy Industry Equity A Fund entered the top ten circulating shareholders of CITIC Bo, holding 3.2532 million shares, which is 1.49% of the circulating shares [2] - The fund has achieved a year-to-date return of 4.33% and a one-year return of 32.32%, ranking 2055 out of 4285 in its category [2] Group 3 - The fund manager of Invesco Great Wall's New Energy Industry Equity A Fund, Yang Ruiwen, has a tenure of 11 years and has achieved a best fund return of 353.46% during his management [3] - The other fund manager, Zeng Yingjie, has a tenure of 2 years and has achieved a best fund return of 31.18% [3] Group 4 - Invesco Great Wall's Tai Bao Three-Month Open Mixed Fund holds 10,200 shares of CITIC Bo, making it the second-largest holding in the fund, accounting for 5.51% of the fund's net value [4] - The fund has a year-to-date return of 8.02% and a one-year return of 6.5%, but has experienced a loss of 12.7% since its inception [4]

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].

Core Viewpoint - The company anticipates a significant decline in net profit for the year 2025, projecting a loss of approximately 9.8 million yuan, compared to a profit of 63.15 million yuan in the previous year [3][4]. Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [2]. - The expected net profit attributable to the parent company is approximately -9.8 million yuan, with a net profit of about -43.8 million yuan after deducting non-recurring gains and losses [3]. Previous Year Performance - In the previous year, the total profit was 784.70 million yuan, with a net profit attributable to the parent company of 631.52 million yuan, and a net profit of 601.97 million yuan after deducting non-recurring gains and losses [4]. Reasons for Performance Changes - The company faces a significant decline in performance due to multiple factors, including fluctuations in upstream component prices, changes in market competition, increasing complexity in the international operating environment, and exchange rate fluctuations [6]. - Upstream component price volatility has led to delays in investment and construction of terminal power stations, resulting in reduced revenue recognition [6]. - The increasingly complex international trade environment has raised operational costs and strategic investments, particularly in key overseas markets like Saudi Arabia, Dubai, and Europe [6]. - Exchange rate fluctuations have negatively impacted the company's profits, as a significant portion of its business is settled in foreign currencies [7]. - The competitive landscape in the domestic photovoltaic industry remains severe, leading to downward pressure on product gross margins [7]. - The company is investing in new business areas such as "tracking+" and "green electricity+" to build long-term competitiveness, which currently requires substantial upfront resource investment without immediate revenue contributions [8]. Order Backlog - As of the disclosure date, the company has an order backlog totaling 7.51 billion yuan, with 6.43 billion yuan from photovoltaic tracking bracket systems and 1.08 billion yuan from other products [8].

Core Viewpoint - The company, Jiangsu Zhongxin Bo New Energy Technology Co., Ltd., anticipates a significant decline in its 2025 annual performance, projecting a net loss attributable to shareholders of approximately -9.8 million yuan, compared to a profit of 63.15 million yuan in the previous year [3][4]. Performance Forecast - The performance forecast period is from January 1, 2025, to December 31, 2025 [2]. - The expected net profit attributable to shareholders is approximately -9.8 million yuan, with a net profit of about -43.8 million yuan after deducting non-recurring gains and losses [3]. Previous Year Performance - In the previous year, the total profit was 784.70 million yuan, with a net profit attributable to shareholders of 631.52 million yuan and a net profit of 601.97 million yuan after deducting non-recurring gains and losses [4]. Reasons for Performance Change - The company faces a significant decline in performance due to multiple factors, including fluctuations in upstream component prices, changes in market competition, a complex international operating environment, and exchange rate volatility [6]. - Upstream component price fluctuations have led to delays in investment and construction of terminal power stations, resulting in reduced revenue recognition [6]. - The increasingly complex international trade environment has raised operational costs and strategic investments, particularly in key overseas markets like Saudi Arabia and Europe, impacting current profits [6]. - Exchange rate fluctuations have negatively affected the company's income and financial expenses, particularly due to a high proportion of overseas business settled in foreign currencies [7]. - The competitive landscape in the domestic photovoltaic industry remains severe, with a decline in gross profit margins for fixed support products, which have seen an increase in sales revenue proportion compared to tracking supports [7]. - The company is investing in strategic initiatives such as "tracking+" and "green electricity+" to build long-term competitiveness, which currently requires significant upfront resource investment without immediate revenue contribution [8]. Order Backlog - As of the disclosure date, the company has an order backlog totaling 7.51 billion yuan, with 6.43 billion yuan from photovoltaic tracking support system products and 1.08 billion yuan from other products [8].

Core Viewpoint - The company, CITIC Bo (688408), is facing a projected net loss for the year 2025, primarily due to various market challenges and increased strategic investments [1] Financial Performance - As of January 29, 2026, CITIC Bo's stock closed at 46.99 yuan, down 6.56% from the previous trading day, with a total market capitalization of 10.294 billion yuan [1] - The company anticipates a net profit attributable to shareholders of approximately -9.8 million yuan for 2025, and a net profit of about -43.8 million yuan after excluding non-recurring gains and losses, indicating a decline compared to the previous year [1] Market Conditions - The decline in performance is attributed to fluctuations in upstream component prices, intensified market competition, complex international operating environments, exchange rate volatility, and increased strategic investments [1] - The company is actively pursuing overseas localization strategies and increasing investments in market development and research, which has led to a rise in period expenses [1] Order Status - CITIC Bo currently has a total order backlog of 7.51 billion yuan, with 6.434 billion yuan specifically from photovoltaic tracking bracket system products [1]

Core Viewpoint - The company expects a net profit loss of approximately 9.8 million yuan for the entire year of 2025, primarily due to multiple factors affecting its main business operations, including upstream component price fluctuations, changes in market competition, and complex international operating environments [1][2]. Group 1: Main Business Impact - The company's performance in 2025 is significantly impacted by upstream component price volatility, leading to delays and reductions in revenue recognition due to a slowdown in investment and construction of terminal power stations [1]. - The increasingly complex international trade environment has raised operational costs and strategic investments, particularly in key overseas markets like Saudi Arabia, Dubai, and Europe, where the company is focusing on localizing operations [2]. - Currency fluctuations have negatively affected the company's profits, as a significant portion of its overseas business is settled in foreign currencies like the US dollar [2]. - The competitive landscape in the domestic photovoltaic industry remains severe, with a notable decline in the gross profit margin of fixed support products, which has been exacerbated by a shift in sales structure towards lower-margin products [2]. Group 2: Strategic Investments and Future Outlook - To build long-term competitiveness and a second growth curve, the company is increasing strategic investments in related businesses such as "tracking+" and "green electricity+", which are still in early stages and have not yet contributed significantly to revenue and profit [2][3]. - The management is actively implementing measures to address current challenges, including optimizing product structure, enhancing cost efficiency, adjusting market strategies, and strengthening currency risk management [3]. Group 3: Order Status and Financial Performance - As of the disclosure date, the company has an order backlog totaling 7.51 billion yuan, with 6.43 billion yuan from photovoltaic tracking support systems [4]. - For the first three quarters of 2025, the company's main revenue was 5.378 billion yuan, a year-on-year decrease of 10.11%, with a net profit attributable to shareholders of 121 million yuan, down 71.59% year-on-year [4]. - The company's third-quarter performance showed a significant decline, with a single-quarter main revenue of 1.341 billion yuan, down 48.54% year-on-year, and a net profit loss of 36.41 million yuan, a decrease of 118.58% year-on-year [4].

国际贸易环境复杂化，海外运营成本与战略投入增加。全球贸易环境日趋复杂，部分光伏主要市场对供 应链本土化提出了更高要求。为开拓海外市场、规避贸易壁垒并贴近市场，公司持续推进海外本土化运 营战略，在沙特、迪拜、欧洲等重点市场加大业务开拓力度，并在部分地区投资建设本土化产能以更好 地服务区域客户。相关市场开拓、团队搭建及产能前期的投入金额较大，使得报告期内期间费用维持在 较高水平，对当期利润产生了直接影响。 格隆汇1月29日丨中信博(688408.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司所 有者的净利润与上年同期（法定披露数据）相比，将出现亏损，实现归属于母公司所有者的净利润 约-980万元；归属于母公司所有者扣除非经常性损益后的净利润约-4,380万元。 ...

证券代码：688408 证券简称：中信博 公告编号：2026-001 江苏中信博新能源科技股份有限公司 2025 年年度业绩预告 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。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 （1）经财务部门初步测算，预计 2025 年年度实现归属于母公司所有者的净 利润与上年同期（法定披露数据）相比，将出现亏损，实现归属于母公司所有者 的净利润约-980 万元； （2）归属于母公司所有者扣除非经常性损益后的净利润约-4,380 万元； （3）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况 （一）利润总额：78,470.18 万元。归属于母公司所有者的净利润：63,151.88 万元。归属于母公司所有者的扣除非经常性损益的净利润：60,196.97 万元。 站的投资收益测算与建设规划周期，部分客户项目开工及建设进度有所延缓。作 为关键辅材供应商，公司产品的交付、验收及收入确认节奏相应延迟，短期内在 手订单 ...