关于召开2026年第一次临时股东会的通知 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。 重要内容提示： 一、 召开会议的基本情况 证券代码：688472 证券简称：阿特斯 公告编号：2026-006 阿特斯阳光电力集团股份有限公司 网络投票起止时间：自2026 年 2 月 26 日 至2026 年 2 月 26 日 （一） 股东会类型和届次 2026年第一次临时股东会 （四） 现场会议召开的日期、时间和地点 召开日期时间：2026 年 2 月 26 日 14 点 00 分 召开地点：江苏省苏州市高新区枫桥街道鹿山路 348 号阿特斯储能科技有限 公司一楼储能会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 股东会召开日期：2026年2月2 ...

阿特斯公告称，2024年11月至2025年12月，公司以集中竞价交易方式累计回购股份45,077,212股，占注 销前总股本1.22%，回购资金5.01亿元。2025年12月19日完成回购股份注销，股本总数由3,688,217,324 股减至3,643,140,112股，注册资本由36.88亿元减至36.43亿元。鉴于此，公司拟修订《公司章程》相关 条款并办理工商登记，修订后章程已披露，此次修订在股东大会授权范围内，由董事会审议通过，授权 管理层办理备案登记。 ...

Core Viewpoint - The articles highlight the growing interest and investment in space photovoltaic technology among various companies in China, indicating a significant potential for growth in this sector by 2026 as commercialization accelerates. Group 1: Company Overview - Xizi Clean Energy (002534) is a leading clean energy equipment manufacturer in China, focusing on high-performance perovskite photovoltaic technology and aiming to become a core supplier of materials for space photovoltaics by 2026 [1][24]. - Shanghai Port Construction (605598) is a major infrastructure company that is expanding into space photovoltaic systems, leveraging its engineering capabilities to support commercial space projects [2][25]. - TuoRi New Energy (002218) has a long-standing presence in the photovoltaic industry and is optimizing its space photovoltaic products, expecting to increase market share by 2026 [3][26]. - Mingyang Smart Energy (601615) is acquiring technology to enhance its capabilities in space solar cell development, aiming to integrate its wind and solar energy expertise [4][28]. - Woge Optoelectronics (603773) specializes in flexible solar wing materials for satellites, with a focus on high-temperature resistant films, anticipating significant growth in the space photovoltaic sector [5][29]. Group 2: Growth Outlook - Companies are expected to benefit from the rapid commercialization of space photovoltaics, with projections indicating substantial growth opportunities by 2026 [1][2][3][4][5]. - The synergy between commercial aerospace and space photovoltaic industries is anticipated to drive rapid business growth for companies like Shanghai Port Construction and Mingyang Smart Energy [2][4]. - The demand for flexible solar wings and high-efficiency photovoltaic materials is expected to surge, positioning companies like Woge Optoelectronics and TuoRi New Energy as key players in the market [3][5]. Group 3: Technological Advancements - Companies are focusing on developing materials that can withstand extreme space conditions, such as high-performance perovskite and flexible solar films, which are crucial for the success of space photovoltaic applications [1][5][6]. - The integration of advanced technologies, such as N-type solar cells and high-efficiency components, is being prioritized by firms like Junda Co. (002865) and Sanan Optoelectronics (600703) to enhance their competitive edge in the space photovoltaic market [6][10][35]. - The ongoing research and development efforts in high-efficiency solar technologies are expected to yield breakthroughs that will facilitate the commercialization of space photovoltaic solutions by 2026 [3][4][5][6].

Group 1 - The Ministry of Industry and Information Technology has approved solid-state battery testing, with industrialization expected to occur soon, targeting an energy density of over 400Wh/kg by 2026-2027, focusing on electrolyte and negative electrode collector materials [1] - Solid-state batteries are anticipated to see a bidding catalyst in 2025, with high certainty in equipment and significant flexibility in materials, offering a unit value five times that of liquid batteries [1] - JinkoSolar may collaborate with SpaceX to resolve TOPCon patent issues within the equipment chain, with auxiliary materials and flexibility being maximized, and the semiconductor and copper paste business valued at 80 billion [1] Group 2 - As of February 9, 09:43, the Kexin New Energy ETF (588830.SH) rose by 3.97%, with its related index Kexin New Energy (000692.SH) increasing by 3.89%; major constituent stocks included JinkoSolar up 10.44%, Juhua Materials up 20.00%, Rongbai Technology up 9.61%, Trina Solar up 4.15%, and Aotewi up 3.06% [1] - Guosen Securities highlights the promising prospects of space photovoltaics in the new energy power equipment sector, with global tech giants continuously expanding AI capital expenditures, leading to "outperform" ratings for certain storage equipment sector stocks [1] - Great Wall Securities believes that solid-state battery technology is entering a golden development period, with a combination of cold isostatic pressing and warm isostatic pressing processes offering efficiency and cost advantages in large-scale production, driving technological innovation in the equipment sector [1]

Investment Rating - The report maintains a "Positive" investment rating for the industry [3] Core Insights - The space photovoltaic industry is progressing, with significant capital expenditures from major CSP manufacturers exceeding expectations [1] - The demand for energy storage is driven by ongoing electricity shortages in the U.S., highlighting the cost-effectiveness of leading companies [14] - The report emphasizes the importance of new directions such as space photovoltaics, AIDC, and robotics, which are catalyzing investment opportunities [14] Summary by Sections Photovoltaics - The space photovoltaic sector is gaining traction, with SpaceX's application for 1 million satellites accepted by the FCC, indicating a robust future for space-based data centers [20] - The China Photovoltaic Industry Association released cost analysis, indicating that the average full cost of mainstream photovoltaic products is expected to stabilize, providing support for price recovery [21] - The report highlights the potential for significant growth in global photovoltaic installations, with annual additions projected between 725-870 GW during the 14th Five-Year Plan [22] Energy Storage - Sunshine Power announced plans to establish a production base in Poland, aiming for 20 GW of inverter capacity and 12.5 GWh of energy storage systems [39] - The report notes a 45% year-on-year increase in EU battery storage capacity, with large-scale storage systems becoming the main growth driver [39] - January saw a significant increase in independent storage projects, with a total of 12.3 GW/36 GWh of bids, despite a year-on-year decline due to procurement timing [40] Lithium Batteries - The demand for lithium batteries continues to strengthen, with all segments showing a willingness to maintain prices, indicating ongoing profitability improvements [14] - The report recommends focusing on battery segments, particularly companies like CATL and EVE Energy, which are expected to perform well in the medium term [14] Wind Power - The report emphasizes the start of a new wind power cycle during the 14th Five-Year Plan, with significant opportunities in commercial aerospace and offshore wind projects [14] - Companies involved in wind turbine manufacturing and components are highlighted as key investment opportunities [14] Power Equipment - The domestic power grid's investment plan is projected at 5 trillion yuan, with significant improvements in pricing and demand driven by electricity shortages in the U.S. [14] - The report suggests focusing on opportunities in AI for power management and virtual power plants [14] New Directions - The report highlights the importance of developments in humanoid robotics and AIDC technology, with specific companies recommended for investment based on their potential in these sectors [14]

Group 1 - The company, Arctech, stated that it will disclose the number of shareholders in its periodic reports [1] - As of the end of the third quarter of 2025, the total number of common stock shareholders was 48,806 [1]

Core Viewpoint - The article highlights the recent surge in energy storage orders from various companies, indicating a growing trend in the energy storage market, with a total of 7GWh of new orders announced on February 5, 2026 [2]. Group 1: Company Orders and Collaborations - Chuangneng New Energy signed a strategic cooperation agreement with Hefei Intelligent, committing to supply over 5GWh of energy storage products over the next two years, covering various application scenarios [3]. - Nandu Power announced a new order for a 1.5GWh independent energy storage project in Gansu, which will enhance regional grid peak-shaving capabilities and support high proportions of renewable energy integration [6]. - Aters secured a 503MWh energy storage order in Texas, USA, providing long-term operation and maintenance services for two independent storage projects [10]. Group 2: Market Expansion and Future Projections - Since the beginning of 2026, Chuangneng New Energy has signed three contracts totaling 16.5GWh, indicating a strong market presence and demand for energy storage solutions [6]. - Aters has delivered over 16GWh of battery storage solutions globally and expects a shipment volume of 14-17GWh in 2026, with non-US markets contributing about two-thirds of this volume [12]. - The company anticipates a significant increase in household storage business scale and profitability in key markets like Europe and Japan [12].

Group 1 - The core viewpoint of the article highlights the performance of the Kexin New Energy ETF (588830), which opened down by 3.04% at 1.689 yuan on February 5 [1] - Major holdings in the Kexin New Energy ETF experienced significant declines, with JinkoSolar down 7.14%, Canadian Solar down 2.76%, and Trina Solar down 4.03% [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index, managed by Penghua Fund Management Co., with a return of 73.85% since its establishment on July 31, 2024, and an 18.90% return over the past month [1] Group 2 - Other notable stock performances within the ETF include Rongbai Technology up 0.10%, Daqo New Energy down 1.90%, Xiamen Tungsten down 1.02%, and Gotion High-Tech down 0.90% [1] - The article emphasizes the volatility in the new energy sector, as indicated by the mixed performance of the ETF's holdings [1]

Investment Rating - The report suggests focusing on companies benefiting from supply-side reforms, technological iterations, and marginal changes in demand expectations, with a long-term view on efficient technologies and leading companies in the industry [4] Core Insights - The photovoltaic equipment industry index decreased by 6.19% during the week of January 26 to January 30, 2026, underperforming the broader market index by 5.18 percentage points [12][14] - Key companies in the photovoltaic equipment sector showed varied performance, with notable gains from Yamaton, Jincheng Co., and others, while significant losses were observed in Mingguan New Materials and others [17] - The report highlights the stability in prices of key materials such as silicon, wafers, and batteries, with slight increases in component prices [19] Summary by Sections Market Performance - The Shanghai Composite Index increased by 0.08%, while the photovoltaic equipment industry index fell by 6.19%, indicating a challenging week for the sector [12][14] Industry Chain Price Trends - As of January 21, 2026, the prices for key materials were as follows: silicon at 59 CNY/kg, wafers at 1.50 CNY/piece, batteries at 0.42 CNY/W, and components at 0.81 CNY/W, with a slight increase in component prices [19] Industry News - Guangdong province is advancing offshore photovoltaic construction as part of its action plan for high-quality marine economic development, promoting the integration of offshore wind and photovoltaic projects [26] - The National Energy Administration announced that by 2025, the country expects to add over 430 million kW of wind and solar capacity, with significant investments in renewable energy projects [27][28]

特斯拉创始人埃隆·马斯克团队秘访中国光伏企业的消息持续发酵，引发资本市场对光伏板块的高度关注。2月4日，万 得光伏指数大涨3.97%，成交额超1540亿元，市场情绪显著升温。 传闻中的核心企业之一晶科能源，有媒体报道称其近期确实与马斯克团队相关考察团有过接触，考察团重点了解了公 司的技术储备与生产设备。但《科创板日报》记者致电其证券部未能接通，公司尚未就此发布官方公告。 光伏设备龙头晶盛机电则对调研传闻未予证实，相关负责人表示"并不清楚"公司是否在调研范围内，相关信息需以官 方公告为准。针对市场热议的太空光伏概念，该负责人称，目前光伏行业成熟应用场景仍集中在地面，对于公司未来 是否布局该前沿领域，仅表示"需要关注未来的发展趋势"。 高测股份证实公司确与马斯克团队有过接触，但明确目前双方尚未达成任何合作。被问及具体时间、形式及潜在合作 内容时，该公司表示不便透露更多细节。 该工作人员表示，高测股份在光伏硅片切割环节拥有领先的专利与研发实力，其在专利与研发方面均处于行业领先地 位，具体体现在更低的切片成本、更薄的硅片切割能力，以及金刚线产品在机械化水平和质量方面的优势，并已进行 了多方面的前沿技术储备。 | 市场 ...