证券代码：688408 证券简称：中信博 公告编号：2025-056 江苏中信博新能源科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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法律责任。 重要内容提示： 截至 2025 年 10 月 31 日，江苏中信博新能源科技股份有限公司（以下 简称"公司"）通过上海证券交易所交易系统以集中竞价交易方式已累计回购公 司股份 1,751,370 股，占公司总股本 219,065,886 股的比例为 0.7995%，回购成 交的最高价为 52.00 元/股，最低价为 45.11 元/股，成交总金额为 85,273,676.26 元（不含印花税、交易佣金等交易费用）。 二、实施回购股份的进展情况 1 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关法律法规规定，现将公司实施回购股份的进展情况公 告如下： 截至 2025 年 10 月 31 日，公司通过上海证券交易所交易系统以集中竞价交 易方式回购股份 1,751,370 股，占公司总股 ...

国投证券股份有限公司 关于江苏中信博新能源科技股份有限公司 核心技术人员离职暨新增认定核心技术人员 的核查意见 一、核心技术人员离职的具体情况 公司原核心技术人员于鹏晓先生因个人身体原因与公司协商一致解除劳动 关系，现已办理离职手续并正式辞任。于鹏晓先生离职后，不再担任公司任何职 务。 （一）于鹏晓先生的具体情况 于鹏晓，男，1970年生，中国国籍，无境外永久居留权，硕士研究生学历。 1994年8月至2004年2月，任南京理工大学车辆工程系讲师；2004年2月至2008年 11月，任上海信诚至典网络技术有限公司副总经理；2008年12月至2010年5月， 任爱美达（上海）热能系统有限公司研发经理；2010年6月至2014年11月，任上 海聚恒太阳能有限公司研发经理；2014年12月加入公司，曾任公司研发总监、产 品技术中心总工。 截至本核查意见出具日，于鹏晓先生通过苏州融博投资管理合伙企业（有限 合伙）间接持有公司股份比例为0.3526%。 （二）参与研发及知识产权情况 于鹏晓先生的离职不会影响公司研发项目的推进和实施，目前其已完成与公 司研发团队的工作交接事宜。 于鹏晓先生在任职期间参与研究并获授权的知识产 ...

Core Viewpoint - The recent quarterly reports from listed companies reveal a significant shift in investment strategies among prominent private equity managers, with an increased focus on cyclical industries and a need to monitor fundamental developments, policy benefits, and industrial upgrades as core themes [1][4]. Private Equity Holdings - Gao Yi Asset's Feng Liu significantly reduced holdings in Hikvision by 58 million shares, retaining 280 million shares valued at 8.826 billion yuan, making it the fourth-largest shareholder [1]. - Renqiao Asset's Xia Junjie maintained positions in several stocks while slightly reducing holdings in Xingfu Electronics and increasing stakes in Beijing Renli [1]. - Ningquan Asset's Yang Dong entered as the eighth-largest shareholder in Fuanna with 6.0512 million shares valued at 4.2 million yuan [2]. - Ruijun Asset's funds became top shareholders in Dinglong Co., while also increasing stakes in other companies [2]. Increased Focus on Cyclical Industries - Gao Yi Asset's Deng Xiaofeng reduced holdings in Zijin Mining by approximately 18.6 million shares, still holding 180 million shares valued at 5.3 billion yuan, with a significant gain of about 1.5 billion yuan from the position [3]. - The same fund also reduced its stake in Yun Aluminum, holding 28.5 million shares valued at 1.164 billion yuan [3]. Policy Benefits and Industrial Upgrades - The Shanghai Composite Index surpassed 4,000 points, reflecting improved market sentiment and recognition of the value reassessment cycle in Chinese equity assets [4]. - Fengjing Capital noted that economic data remains resilient, with expectations for moderate improvement in fixed investment growth due to policy initiatives [4]. - Ning Shui Capital emphasized the importance of policy benefits and industrial upgrades as core investment themes while advising caution regarding high valuations [4].

Core Insights - The project, a 5 GW solar power plant in Jeddah, Saudi Arabia, has been completed and officially opened, contracted by China Energy Engineering Group [3][4] Group 1: Project Details - The solar plant is located in the Jeddah Third Industrial Park, approximately 60 kilometers from Jeddah Port, covering a total construction area of 35,679.72 square meters [4] - The construction includes two production workshops, one administrative office building, and various supporting facilities such as two distribution rooms, two air compressor rooms, a fire water tank, and a domestic water tank [4] Group 2: Strategic Impact - The commissioning of this project supports Saudi Arabia's "Vision 2030" initiative to enhance the photovoltaic industry chain and promotes the "China Factory + China Construction" model further in the Middle East [4]

Core Insights - As of October 27, a total of 119 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more [1] - The stocks with the longest streak of net financing inflows are Zhongxin Bo and Jifeng Co., both achieving this for ten consecutive trading days [1] - Other notable stocks with significant net financing inflows include Shenzhou Taiyue, Zhongxin Heavy Industry, Daimai Co., Huaten Technology, Xusheng Group, New Industry, Dazhu CNC, and Meinuohua [1]

Core Viewpoint - The completion of the second phase of the Jeddah factory by CITIC Bo New Energy Technology Co., Ltd. marks a significant step in the company's localization strategy in the Middle East, enhancing its annual delivery capacity to 15GW in Saudi Arabia and integrating global supply chain resources [1][2]. Group 1: Company Developments - The Jeddah factory covers an area of approximately 100,000 square meters and is expected to commence production by the end of this year [1]. - The company plans to complete localization of gearboxes and electrical controls by next year, and aims to implement 3MW rooftop and carport photovoltaic solutions at the Jeddah site, generating an estimated 7.44 million kWh annually and reducing CO2 emissions by 7,142 tons [1]. - CITIC Bo has secured over 15GW of photovoltaic project orders in the Middle East, ranking first in market share in 2024, with significant projects including the Sadawi 2.3GW and SPPC Round 5 1.75GW [1]. Group 2: Strategic Importance - The establishment of the factory is seen as a crucial move for enhancing the company's service capabilities and competitive advantage in local and regional markets, reflecting deepening cooperation between China and Saudi Arabia in industrial and green development [2]. - The factory's completion aligns with ACWA Power's strategy for local value creation in Saudi Arabia and supports the country's Vision 2030 and the Belt and Road Initiative [2]. - The chairman of CITIC Bo emphasized that the factory represents a milestone in the company's globalization strategy and serves as a bridge linking China, Saudi Arabia, and the broader Middle East, responding actively to the Belt and Road Initiative and Saudi Vision 2030 [2].

Group 1 - CITIC Bo's Q3 2025 report shows that as of October 27, 2025, nine institutional investors hold a total of 34.1458 million shares, accounting for 15.59% of the total share capital [1] - The proportion of institutional holdings decreased by 0.49 percentage points compared to the previous quarter [1] - The report includes various institutional investors such as Suzhou Rongbo Investment Management and Hong Kong Central Clearing Limited [1] Group 2 - One public fund, the photovoltaic ETF, reported a slight decrease in holdings compared to the previous quarter [2] - A new public fund, Invesco Great Wall New Energy Industry Equity Class A, was disclosed this quarter [2] - A total of 288 public funds were not disclosed this quarter, including several notable funds like Qianhai Kaiyuan Public Utilities Stock and Southern CSI 1000 ETF [2] Group 3 - One new social security fund, the National Social Security Fund 418 Portfolio, disclosed holdings in CITIC Bo [3] - One foreign fund, Hong Kong Central Clearing Limited, reported a decrease in holdings by 1.22% compared to the previous quarter [3]

Core Points - The company guarantees the authenticity, accuracy, and completeness of the quarterly report, and assumes legal responsibility for any false records or misleading statements [2][4][8] Financial Data - The financial statements for the third quarter are unaudited [3][8] - As of the end of the reporting period, the company has a total order backlog of approximately RMB 7.198 billion, including RMB 6.012 billion for tracking brackets, RMB 1.111 billion for fixed brackets, and RMB 0.075 billion for other businesses [6][8] Shareholder Information - The report includes details on the total number of ordinary shareholders and the top ten shareholders' holdings [5][6]

Core Insights - The 2025 International Energy Transformation Forum was held in Suzhou, Jiangsu Province, focusing on "Ten Years of Joint Energy Transformation, Innovation Leading a Green Future" [1] - Key figures from the National Energy Administration, Jiangsu Provincial Government, and the International Renewable Energy Agency attended and delivered speeches [1] Group 1: Company Highlights - Zhongxinbo New Energy Technology Co., Ltd. (Zhongxinbo) was invited to exhibit at the forum, showcasing its innovative technologies in the tracking support field [1][3] - The company received recognition for its globally pioneering dual-row linkage parallel drive tracking system "Tianshuang," noted for its high stability, economic efficiency, and international competitiveness in green energy transition [3] - Zhongxinbo's senior vice president presented the company's comprehensive smart energy solutions, including complex scene tracking, flexible support systems, and integrated energy storage and solar charging solutions [4] Group 2: Industry Developments - The forum released several significant documents, including the "Global Energy Low-Carbon Transition Development 2030 Suzhou Vision" and the "Energy Transformation Index Blue Book 2025," highlighting China's achievements in energy transition and technological innovation [3] - The event emphasized the importance of international cooperation in energy transformation and the role of companies like Zhongxinbo in contributing to high-quality industry development [3][4] - Future plans for Zhongxinbo include continued collaboration with global partners to address climate challenges and promote sustainable energy development [5]

Group 1 - The core viewpoint of the article highlights the financial performance of CITIC Bo in the third quarter, indicating a significant decline in both revenue and net profit compared to the previous year [1] Group 2 - For the first three quarters, the company's operating revenue was approximately 5.38 billion yuan, representing a year-on-year decrease of 10.11% [1] - The net profit attributable to shareholders of the listed company was approximately 121.39 million yuan, showing a substantial year-on-year decline of 71.59% [1] Group 3 - Among the top ten circulating shareholders, the National Social Security Fund's 418 portfolio is a new institutional investor [1] - New circulating shareholders also include Shanghai Pudong Development Bank Co., Ltd. - Invesco Great Wall New Energy Industry Equity Securities Investment Fund and Invesco Great Wall Fund - China Life Insurance Co., Ltd. - Dividend Insurance - Invesco Great Wall Fund Guo Life Shares Growth Equity Single Asset Management Plan (available for sale) [1]