Core Viewpoint - The photovoltaic industry is entering a substantive phase of capacity optimization, with the establishment of a new company, Beijing Guanghe Qiancheng Technology Co., Ltd., aimed at exploring strategic cooperation opportunities within the industry [1][2]. Group 1: Company Establishment and Purpose - Beijing Guanghe Qiancheng Technology Co., Ltd. was officially registered on December 9, 2023, and is classified as a limited liability company with foreign investment [2]. - The main business of Guanghe Qiancheng includes providing technical services, development, consulting, and promoting technology within the photovoltaic sector [2]. - The establishment of a multi-crystalline silicon storage platform is seen as a significant step towards addressing the issue of overcapacity and intense competition in the photovoltaic industry [2]. Group 2: Industry Context and Developments - The multi-crystalline silicon storage platform is intended to be a joint effort by leading companies in the photovoltaic sector to acquire and eliminate outdated production capacity, thereby alleviating overcapacity and price competition [2]. - As of October 2023, 17 companies have signed agreements to form a consortium, with plans to complete the initiative by 2025 [2]. - Recent discussions among major players, including Tongwei and GCL, have focused on key details such as equity distribution and funding for the capacity integration initiative [2]. Group 3: Market Trends and Financial Performance - The current spot price for multi-crystalline silicon has risen to 52,000 yuan per ton, a 50% increase from the low of approximately 34,700 yuan per ton in July 2023 [3]. - The photovoltaic sector has shown signs of recovery, with a notable improvement in financial performance; the third quarter of 2023 saw a revenue of 140.3 billion yuan, despite a year-on-year decline of 6% [4]. - Among 21 listed companies in the photovoltaic supply chain, 14 reported a quarter-on-quarter increase in net profit, indicating a recovery trend, particularly in the silicon material segment [4]. Group 4: Investment Opportunities - Analysts are optimistic about potential investment opportunities arising from the establishment of the platform and the anticipated recovery in the photovoltaic sector [4]. - The focus on "anti-involution" measures, including price control and industry consolidation, is expected to gradually improve the competitive landscape and financial performance of existing photovoltaic companies [4]. - Companies like Trina Solar, which have a strong market position and are involved in high-efficiency product development, are likely to benefit from the ongoing industry reforms [5].

（一）经向机构投资者询价后，初步确定的转让价格为 45.81 元/股。 （二）参与本次询价转让报价的机构投资者家数为 16 家，涵盖了基金管理 公司、证券公司、合格境外投资者、私募基金管理人等专业机构投资者。参与本 次询价转让报价的机构投资者合计有效认购股份数量为 18,880,000 股，对应转让 底价的有效认购倍数为 2.79 倍。 （三）本次询价转让拟转让股份已获全额认购，初步确定受让方为 8 家机构 投资者，拟受让股份总数为 6,776,942 股。 二、风险提示 证券代码：688503 证券简称：聚和材料 公告编号：2025-053 常州聚和新材料股份有限公司 股东询价转让定价情况提示性公告 股东陈耀民保证向常州聚和新材料股份有限公司（以下简称"公司"）提供 的信息内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准 确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 根据 2025 年 12 月 9 日询价申购情况，初步确定的本次询价转让价格为 45.81 元/股。 一、本次询价转让初步定价 2025 年 12 月 11 ...

Core Viewpoint - Juhe Materials (688503.SH) has announced the preliminary inquiry transfer price of 45.81 yuan per share based on the inquiry subscription situation as of December 9, 2025 [1] Group 1 - The inquiry transfer price is set at 45.81 yuan per share [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 重要内容提示： ● 拟参与常州聚和新材料股份有限公司（以下简称"聚和材料"或"公司"）首发前股东询价转让（以下简 称"本次询价转让"）的股东为陈耀民（以下简称"出让方"）； ● 出让方拟转让股份的总数为6,776,942股，占聚和材料总股本的比例为2.80%； ● 本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二级市场减持。受让方通过询价 转让受让的股份，在受让后6个月内不得转让； 证券代码：688503 证券简称：聚和材料 公告编号：2025-052 股东陈耀民保证向常州聚和新材料股份有限公司提供的信息内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其真实性、准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 ● 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资者。 一、拟参与转让的股东情况 （一）出让方的名称、持股数量、持股比例 出让方委托中信证券股份有限公司（以下简称"中信证券"）组织实施本次询价转让。截至2025年12月9 日，出让方所持首发前股份的数量、占公司总股本比 ...

Mergers and Acquisitions - Yubang Power plans to acquire 10% equity of Yubang Zhiyuan for 30 million yuan, increasing its direct stake from 66% to 76% [1] - Xiamen Airport is planning to acquire 100% equity of Zhaoxiang Technology using its own funds, which constitutes a related party transaction but is not expected to be a major asset restructuring [2] - SIRUI Technology has decided to terminate its plan to acquire equity in Ningbo Aola Semiconductor and raise supporting funds through share issuance or cash payment [3] - Rhine Biology is planning a change of control and intends to acquire at least 80% equity of Beijing Jinkangpu through share issuance and cash payment, along with raising supporting funds [4] Shareholding Changes - Juhe Materials' shareholder Chen Yaomin plans to reduce his stake by up to 2.80%, transferring 6.7769 million shares, which represents 2.80% of the total share capital [5] - Donghua Testing's controlling shareholder Liu Shigang and his associate Luo Mian plan to reduce their holdings by up to 1.99%, totaling 2.7525 million shares, due to personal financial needs [6] - Lide New Energy's shareholder Shandong Electric Construction, holding 5.6813%, plans to reduce its stake by up to 1% for operational management needs [7] Risk Matters - Tianyuan Dike's chairman Chen You has been placed under detention by the local supervisory committee, but the company's board operations and management remain normal [8] - Yangfan New Materials announced that the detention measures against its controlling shareholder and director Fan Peiren have been lifted, allowing him to resume his duties, with the company's operations remaining normal [9]

聚和材料(688503.SH)发布股东询价转让计划书，拟参与公司首发前股东询价转让的股东为陈耀民，出 让方拟转让股份的总数为677.69万股，占聚和材料总股本的比例为2.80%。 ...

智通财经APP讯，聚和材料(688503.SH)发布股东询价转让计划书，拟参与公司首发前股东询价转让的 股东为陈耀民，出让方拟转让股份的总数为677.69万股，占聚和材料总股本的比例为2.80%。 ...

格隆汇12月9日丨聚和材料(688503.SH)公布，拟参与公司首发前股东询价转让（简称"本次询价转让"） 的股东为陈耀民（称"出让方"）；出让方拟转让股份的总数为6,776,942股，占聚和材料总股本的比例为 2.80%。 ...

证券代码：688503 证券简称：聚和材料 公告编号：2025-052 常州聚和新材料股份有限公司 股东询价转让计划书 股东陈耀民保证向常州聚和新材料股份有限公司提供的信息内容不存在任 何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承 担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 拟参与常州聚和新材料股份有限公司（以下简称"聚和材料"或"公司"） 首发前股东询价转让（以下简称"本次询价转让"）的股东为陈耀民（以下简称 "出让方"）； 出让方拟转让股份的总数为 6,776,942 股，占聚和材料总股本的比例为 2.80%； （二）关于出让方是否为公司控股股东、实际控制人、持股 5%以上的股东、 董事、高级管理人员 （三）出让方关于拟转让股份权属清晰、不存在限制或者禁止转让情形、 不违反相关规则及其作出的承诺的声明 本次询价转让的出让方陈耀民非公司控股股东、实际控制人、董事及高级管 理人员，本次询价转让的出让方陈耀民持有聚和材料股份比例超过总股本的 5%。 出让方声明，出让方所持股份已经解除限售，权属清晰。出让方不存在《上 市公司股东减持股 ...

中信证券股份有限公司 关于常州聚和新材料股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 1 （二）核查情况 1、陈耀民 （1）基本情况 陈耀民，中国国籍，拥有澳大利亚永久居留权，住址为上海市虹口区******， 公民身份证号码为 310103196208******。 中信证券股份有限公司（以下简称"中信证券"）受常州聚和新材料股份有 限公司（以下简称"聚和材料"）股东陈耀民（以下简称"出让方"）委托，组 织实施本次聚和材料首发前股东向特定机构投资者询价转让（以下简称"本次询 价转让"）。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法（试行）》《上海证券交易所科创板股票上市规则（2025 年 4 月修订）》《上海证券交易所科创板上市公司自律监管指引第 4 号——询价 转让和配售（2025 年 3 月修订）》（以下简称"《询价转让和配售指引》"）等 相关规定，中信证券对参与本次询价转让股东的相关资格进行核查，并出具本核 查意见。 一、本次询价转让的委托 中信证券收到出让方关于本次询价转让 ...