新京报贝壳财经讯 11月30日，阿特斯发布公告称，公司拟对美国市场业务进行调整，与控股股东 Canadian Solar Inc.（CSIQ）新设合资公司M和N，CSI持有24.9%股份，CSIQ持有75.1%。公司M将从事 美国光伏业务，公司N将从事美国储能业务。同时，公司拟将供应美国的制造工厂重组为CSIQ占 75.1%，CSI占24.9%，以获得一次性股权转让对价及后续美国业务24.9%的持续股权收益。本次交易及 豁免承诺事项已通过董事会审议，尚需提交股东大会审议。 编辑 杨娟娟 ...

作为全球光伏组件与大型储能头部企业，阿特斯(688472)11月30日晚间公告，拟联合控股股东设立合资 企业重组美国市场业务，运营当地光伏电池/组件与储能业务，以及转让海外储能工厂、光伏切片工厂 以及电池工厂，上市公司将保留部分持续收益权。 阿特斯介绍，美国目前作为全球第二大光伏市场，电力市场机制成熟，且跟光伏协同共生的储能业务因 可以参与多重服务，商业模式清晰，投资回报高，也处于快速爆发期。为实现公司在美国市场业务长期 参与，保障企业正常经营，降低经营风险，公司拟与控股股东Canadian Solar Inc（注册于加拿大的美股 上市公司，以下简称"CSIQ"）针对美国市场业务进行调整。 本次股权转让涉及标的评估总价为4.69亿元，故本次股权转让标的75.1%股权对应的交易金额确定为 3.52亿元。 根据公司与CSIQ发展规划，后续CSIQ将专注于美国市场的光伏组件及储能系统的生产、销售与服务， 关注并投入资源在美国本土的公共事业、电力公司及大型工商业项目客户的开发，聚焦满足美国本土能 源转型需求；公司则将专注于全球非美地区的组件、储能产品及系统集成业务，包括欧洲、拉美、亚 洲、中东等地区，强化在全球非美市 ...

通过该等安排，公司可获得一次性股权转让对价，且可以享有后续美国业务24.9%的持续股权收益及回 收前期投资。 公司M、N将通过租赁CSI的部分海外资产开始运营，考虑到该类租赁资产的验收及正式启用的时间有 一定的不确定性，公司会在2026年度日常关联交易中对租金进行合理预计。后续也会考虑新投资产或在 合适的时机收购资产或引入第三方海外合格投资者。同时公司(CSI)拟将在美国以外但供应美国的制造 工厂，包括已建成的海外光伏切片工厂THX1、建设中的海外储能工厂SSTH和海外电池工厂GNCM通过 股权转让的方式重组为CSIQ占75.1%，CSI占24.9%。 阿特斯(688472.SH)公告，公司拟与控股股东Canadian Solar Inc(简称"CSIQ")针对美国市场业务进行调 整，新设合资公司M、N，其中CSI持有24.9%股份，CSIQ持有75.1%股份。公司M将从事美国的光伏业 务，包括运营美国的光伏电池片和光伏组件工厂。公司N将从事美国的储能业务，包括运营美国的磷酸 铁锂储能电芯、电池包(Pack)以及直流储能系统等产品的制造工厂。 ...

Core Viewpoint - The company, along with its controlling shareholder Canadian Solar Inc (CSIQ), is establishing two joint ventures in the U.S. market to enhance its photovoltaic and energy storage operations [1] Group 1: Joint Ventures - A new joint venture, Company M, will focus on photovoltaic business in the U.S., including the operation of solar cell and module factories [1] - Another joint venture, Company N, will engage in energy storage business, operating lithium iron phosphate battery cells, battery packs, and DC storage systems [1] - CSIQ will hold 75.1% of the joint ventures, while the company will retain 24.9% [1] Group 2: Asset Management and Operations - The joint ventures will commence operations by leasing certain overseas assets from CSI, with the timeline for asset acceptance and formal activation being uncertain [1] - The company plans to reasonably estimate rental fees for the 2026 fiscal year based on these leases [1] - Future considerations include new investments, asset acquisitions, or bringing in third-party qualified investors at appropriate times [1] Group 3: Restructuring and Financial Implications - The company intends to restructure its overseas manufacturing plants that supply the U.S. market, transferring ownership to CSIQ (75.1%) and CSI (24.9%) [1] - This restructuring will provide the company with a one-time equity transfer payment and allow it to benefit from 24.9% of ongoing equity returns from U.S. operations, as well as recover prior investments [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 注：上述"扣非净利润"指标以经审计的上市公司合并财务报表所载扣除非经常性损益后归属于上市公司 股东的净利润为计算依据，剔除本激励计划考核期内公司实施股权激励事项产生的成本影响。 "基准利润"是指上市公司2021-2023年度合并财务报表所载扣除非经常性损益后归属于上市公司股东的 净利润的算数平均数，即15.17亿元。 （3）个人层面绩效考核要求 激励对象个人层面的考核根据公司内部绩效考核相关制度实施。激励对象个人考核评价结果分 为"A"、"B+"、"B"、"B-"、"C"五个等级，对应的可归属情况如下： ■ 在公司业绩目标至少达到触发值的前提下，激励对象当年实际归属的限制性股票数量=个人当年计划归 属的数量×公司层面归属比例×个人层面可归属比例。 激励对象当期计划归属的限制性股票因考核原因不能归属或不能完全归属的，作废失效，不可递延至下 一年度。 （二）限制性股票激励计划已履行的相关审批程序 （三）限制性股票授予情况 ■ （四）限制性股票各期归属情况 截至本公告出具日，公司2024年限制性股票激励计划尚未归属。 1、2024年9月21日，公司召开第二届董事 ...

Group 1 - The company plans to adjust its business operations in the U.S. market to ensure long-term participation, reduce operational risks, and protect the interests of the company and its investors [2][3][16] - The transaction involves the establishment of joint ventures with the controlling shareholder, Canadian Solar Inc. (CSIQ), which will not constitute a major asset restructuring [2][3][4] - The joint ventures will focus on solar photovoltaic and energy storage businesses in the U.S., with CSI holding 24.9% and CSIQ holding 75.1% of the shares [4][16] Group 2 - The U.S. is currently the second-largest photovoltaic market globally, with a mature electricity market mechanism and a rapidly growing energy storage business [3][16] - The company will transfer certain overseas manufacturing assets to CSIQ, allowing it to receive a one-time equity transfer payment while retaining a 24.9% stake in future U.S. business profits [4][16][19] - The joint ventures will begin operations by leasing some of CSI's overseas assets, with plans for future investments or acquisitions [4][16] Group 3 - The financial data for the overseas battery factory GNCM is estimated at RMB 36.68 million, while the overseas energy storage factory SSTH is valued at RMB 377.78 million, and the overseas photovoltaic slicing factory THX1 is valued at RMB 54.86 million [9][10] - The total estimated value for the equity transfer of 75.1% is approximately RMB 352.47 million [9][10] Group 4 - The company has received approval from its board of directors for the transaction, which will be submitted for shareholder approval [14][15] - The independent directors have unanimously agreed that the transaction complies with policy requirements and protects the interests of minority shareholders [14][15][34] Group 5 - The company expects to engage in daily related transactions amounting to no more than RMB 55.27 billion in 2026, which will be conducted on a voluntary and fair basis [26][33] - The company has established a fair pricing mechanism for its related transactions, ensuring that they do not harm the interests of the company and its shareholders [32][33]

Core Viewpoint - The company, Artis, plans to establish a joint venture with its controlling shareholder, Canadian Solar Inc. (CSIQ), to restructure its operations in the U.S. solar and energy storage market, retaining some ongoing revenue rights from the business [1] Group 1: Joint Venture and Business Restructuring - The joint venture will consist of two companies, M and N, where Artis will hold 24.9% and CSIQ will hold 75.1% [1] - Company M will focus on solar business in the U.S., including the operation of solar cell and module factories, while Company N will handle energy storage, including lithium iron phosphate battery cells and systems [1][2] - The restructuring aims to ensure long-term participation in the U.S. market, mitigate operational risks, and capitalize on the growing demand for solar and storage solutions [1] Group 2: Financial Aspects and Asset Management - The total assessed value for the equity transfer involved in the restructuring is 469 million yuan, with the corresponding transaction amount for the 75.1% stake set at 352 million yuan [2] - The company will provide a guarantee of up to 44.631 billion yuan to support CSIQ in fulfilling performance and financing guarantees [3] - Expected daily related transactions with affiliates for 2026 are projected to be no more than 5.527 billion yuan, a decrease of approximately 40% from 2025, due to business adjustments [3]

Company Focus - Enjie Co., Ltd. plans to acquire 100% equity of Zhongke Hualian, leading to a stock suspension [2] - Canadian Solar Inc. and its controlling shareholder plan to establish a joint venture to adjust their U.S. market operations [3] - Jiarong Technology intends to acquire 100% of Hangzhou Lanan, with stock resuming trading [3] Equity Changes - ST Tianrui's controlling shareholder is planning a change in control, resulting in stock suspension [4] Shareholding Changes & Buybacks - Shanghai Chuangtou intends to reduce its stake in Zhongwei Company by no more than 1% [5] Operations & Performance - China Shenhua's subsidiary successfully completed a 168-hour trial run of its power generation unit, transitioning to commercial operation [6] - Baillie Tianheng received a milestone payment of $250 million from Bristol-Myers Squibb for the iza-bren project [7] - Jiangxi Copper is in the informal offer stage to acquire shares of SolGold Plc [8] - Aorede plans to sign a 635 million yuan computing power procurement agreement [9] - Maiwei Bio's clinical research for 9MW1911 shows significant reductions in acute exacerbation rates for COPD patients [10] - Huayang Co. has launched a high-performance carbon fiber project with an annual production capacity of 200 tons [10] Financing & Capital Increase - Ganfeng Lithium plans to issue $100 million in exchangeable notes to the China-Africa Development Fund [11] Stock Price Fluctuations - Tongyu Communications confirmed normal operations amid stock price fluctuations [12] - Rongji Software reported normal operations despite stock price declines [13] Other - Xianglou New Materials' application for a specific stock issuance has been accepted by the Shenzhen Stock Exchange [15] - JinkoSolar received a prepayment of 220 million yuan for a fire incident at its battery workshop [15] - Dameng Data's general manager has had his detention lifted [15] - Dongpeng Beverage has received approval from the CSRC for its overseas listing [16]

（BatteryEnergyStorageSystem）等产品的制造工厂。公司M、N将通过租赁阿特斯的部分海外资产开始 运营，考虑到该类租赁资产的验收及正式启用的时间有一定的不确定性，公司会在2026年度日常关联交 易中对租金进行合理预计。后续也会考虑新投资产或在合适的时机收购资产或引入第三方海外合格投资 者。 北京商报讯（记者 马换换 王蔓蕾）11月30日晚间，阿特斯（688472）披露公告称，公司拟与控股股东 CSIQ新设合资公司M、N（以下简称"公司M"及"公司N"），其中公司持有24.9%股份，CSIQ持有75.1% 股份。 公告显示，公司M将从事美国的光伏业务，包括运营美国的光伏电池片和光伏组件工厂。公司N将从事 美国的储能业务，包括运营美国的磷酸铁锂储能电芯、电池包（Pack）以及直流储能系统 同时，公司拟将在美国以外但供应美国的制造工厂，包括已建成的海外光伏切片工厂THX1、建设中的 海外储能工厂SSTH和海外电池工厂GNCM通过股权转让的方式重组为CSIQ占75.1%，公司占24.9%。通 过该等安排，公司可获得一次性股权转让对价，且可以享有后续美国业务24.9%的持续股权收益及回收 前期投资 ...

证券代码：688472 证券简称：阿特斯 公告编号：2025-064 阿特斯阳光电力集团股份有限公司 关于 2024 年限制性股票激励计划首次授予部分 第一个归属期归属条件成就的公告 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： 从二级市场回购的公司 A 股普通股股票 （一）本次股权激励计划的主要内容 1、股权激励方式：第二类限制性股票 2、授予数量（调整后）：本激励计划拟授予的限制性股票数量合计为 6,079.7400万股，约占本激励计划草案公告时公司股本总额的1.65%。其中首次 授予4,729.6400万股，约占本激励计划草案公告时公司股本总额的1.28%，约占 本激励计划拟授予限制性股票总额的77.79%；预留部分1,350.1000万股，约占本 激励计划草案公告时公司股本总额的0.37%，约占本激励计划拟授予限制性股票 总额的22.21%。 3、授予价格（调整后）：5.47元/股。 限制性股票拟归属数量：1,246.1169 万股 归属股票来源：阿特斯阳光电力集团股份有限公司（以下简称"公司"） ...