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]

Core Viewpoint - The article highlights the emerging trend of "space photovoltaics" in the A-share market, driven by the rapid development of commercial aerospace and the need for upgraded power systems in satellite constellations [1]. Industry Chain - The space photovoltaic industry chain includes various components such as photovoltaic auxiliary materials, photovoltaic cells, and photovoltaic equipment, with key players like Double Good Energy, Junda Co., and Trina Solar [3]. Institutional Interpretation - As China's low-orbit satellite constellations enter a phase of intensive deployment, the industry is expected to undergo significant transformation, with a focus on manufacturing and technological advancements [4][11]. Market Potential - Space photovoltaics are projected to achieve commercialization within the next 10 to 15 years, with the Chinese low-orbit satellite photovoltaic market expected to exceed $3 billion by 2030. If the deployment reaches 100GW for space data centers, the global market could reach between $500 billion to $1 trillion [5][12]. Technological Advantages - Space photovoltaics can generate power continuously, unaffected by day-night cycles or weather changes, achieving 7-10 times the annual generation hours and energy density compared to ground-based photovoltaics [10]. Recent Developments - The recent acquisition of xAI by SpaceX aims to create a vertically integrated innovation engine, which is expected to enhance SpaceX's space computing capabilities, directly benefiting the space photovoltaic industry [9].

回望2015年创业之初，刘海东辞去外企高薪职位，带着"必须有自己核心技术"的信念，在常州扎下根 来。如今再提起当年的选择，他说："银浆看着不起眼，却是决定电池转换效率的关键，当初就是认准 了这一点，才敢放手一搏。" 也正是这份笃定，让刘海东牵头组建起一支集结了专家、博士、硕士的专业研发团队，购置全球先进研 发设备，建立两个研发中心。为突破关键技术，研发团队日夜奋斗的场景，至今仍是他记忆中最难忘的 画面。 收窄栅线宽度与提升印刷速度难平衡、降低银浆耗量与提升组件可靠性有矛盾……研发之路布满荆棘， 每一个技术难题都需要无数次试验攻关。实验室的灯光常常彻夜不熄，记录本上密密麻麻的数据分析， 见证着团队的执着。"那时候，每一次失败都意味着时间和成本的双重损失，但大家没想过放弃。"刘海 东告诉记者。 五年间，团队先后攻克高效晶硅电池银浆技术、TOPCon电池成套银浆技术等多个难关，不仅让国产银 浆性能全面跃升，更让中国光伏产业摆脱了对进口产品的依赖。2022年，公司全球市场占有率突破 41%，连续两年保持全球第一。同年底，聚和材料成功登陆科创板，成为新材料领域的新星。近三年， 公司营收从65亿元一路攀升至124亿元，亩 ...

证券代码：688503 证券简称：聚和材料 公告编号：2026-007 常州聚和新材料股份有限公司 关于签署收购境外公司股权协议暨开展新业务的进展 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、准确性和完整性承担法律责任。 重要内容提示： | 投资标的名称 | Lumina | Mask 株式会社 | | | --- | --- | --- | --- | | 投资金额（万元） | 680 3.5 | 亿韩元（折合约 | 亿人民币） | | 投资进展情况 | 完成 交易要素变更 | 终止 | 其他 | | 特别风险提示（如有） | 本次交易涉及境外投资，尚需履行中国政府 | | | | | 以及境外有关部门的审批或备案手续，上述 | | | | | 审批或备案手续能否完成存在不确定性，存 | | | | | 在本次交易无法完成交割和实施的风险。 | | | 2025 年 9 月 9 日，常州聚和新材料股份有限公司（以下简称"公司"）与 韩投伙伴（上海）创业投资管理有限责任公司（以下简称"韩投伙伴"）和 SK Enpulse 株式会社（以下简 ...

中国经济网北京1月28日讯 聚和材料(688503.SH)昨晚发布股东及董事、高管减持股份计划公告。 近日，公司收到股东常州鹏季发来的《股份减持计划告知函》，因自身资金需求，常州鹏季计划通 过集中竞价、大宗交易的方式减持，合计减持股份数不超过2,976,288股，即不超过公司总股本的 1.2297%，减持期间为自公告披露之日起15个交易日后的3个月内实施。具体减持价格按减持实施时的 市场价格确定，但不低于公司首次公开发行股票的发行价。 近日，公司收到股东常州鹏翼、常州鹏曦、常州鹏骐发来的《股份减持计划告知函》，因自身资金 需求，常州鹏翼计划通过集中竞价、大宗交易的方式减持，合计减持股份数不超过405,890股，即不超 过公司总股本的0.1677%；常州鹏曦计划通过集中竞价、大宗交易的方式减持，合计减持股份数不超过 137,475股，即不超过公司总股本的0.0568%；常州鹏骐计划通过集中竞价、大宗交易的方式减持，合计 减持股份数不超过110,851股，即不超过公司总股本的0.0458%；减持期间为自公告披露之日起15个交易 日后的3个月内实施。具体减持价格按减持实施时的市场价格确定。 近日，公司收到敖毅伟、O ...

Shareholder Reductions - Zhishang Technology's shareholders Liu Dongsheng and Liu Dongli plan to reduce their holdings by no more than 3% [1] - Hengtian Hailong's shareholder Hengtian Group intends to reduce its holdings by no more than 3% [1] - Shouchuang Securities' shareholder Chengshi Dongli plans to reduce its holdings by no more than 27.245 million A-shares [1] - Olin Bio's shareholder Taichang Group intends to reduce its holdings by no more than 6 million shares [1] - Juhe Materials' shareholder Changzhou Pengji plans to reduce its holdings by no more than 1.2297% [1] - Fuzhijie Technology's actual controller and its concerted actors plan to reduce their holdings by no more than 1% [1] - Sanjiang Shopping's shareholder Alizetai has reduced 6.1653 million shares through block trading [1] - Aonong Bio's shareholders including Foreign Trade Trust, Xiamen Trust, and Beijing Yawen plan to reduce their holdings by no more than 1% [1] - Dongfang Communication has cumulatively reduced 2.6 million shares of Changxin Bochuang [1] - XG Group has cumulatively reduced 473,900 shares [1] - Jiazhe New Energy's GLP has cumulatively reduced 1.08% of the company's shares [1] - Tuojing Technology's shareholder National Integrated Circuit Fund has cumulatively reduced 2.99% of its shares through block trading [1] - Huizhiwei's shareholder Great Fund Phase II has cumulatively reduced 0.57542% of the company's shares [1] Other Notable Events - ST Nachuan's stock trading may be subject to delisting risk warning [1] - Gao Meng New Materials' actual controller and vice chairman Xiong Haitao has been detained [1]

（记者 曾健辉） 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 每经AI快讯，聚和材料1月27日晚间发布公告称，近日，公司收到股东常州鹏季发来的《股份减持计划 告知函》，因自身资金需求，常州鹏季计划通过集中竞价、大宗交易的方式减持，合计减持股份数不超 过约297.63万股，即不超过公司总股本的1.2297%，减持期间为自本公告披露之日起15个交易日后的3个 月内实施。具体减持价格按减持实施时的市场价格确定，但不低于公司首次公开发行股票的发行价。近 日，公司收到股东常州鹏翼、常州鹏曦、常州鹏骐发来的《股份减持计划告知函》，因自身资金需求， 常州鹏翼计划通过集中竞价、大宗交易的方式减持，合计减持股份数不超过约40.59万股，即不超过公 司总股本的0.1677%；常州鹏曦计划通过集中竞价、大宗交易的方式减持，合计减持股份数不超过约 13.75万股，即不超过公司总股本的0.0568%；常州鹏骐计划通过集中竞价、大宗交易的方式减持，合计 减持股份数不超过约11.09万股，即不超过公司总股本的0.0458%；减持 ...

证券代码：688503 证券简称：聚和材料 公告编号：2026-006 常州聚和新材料股份有限公司 股东及董事、高管减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东及董事、高管持有的基本情况 截至本公告披露日，常州聚和新材料股份有限公司（以下简称"公司"）股 东常州鹏季企业管理合伙企业（有限合伙）（以下简称"常州鹏季"）、常州鹏翼 企业管理合伙企业（有限合伙）（以下简称"常州鹏翼"）、常州鹏曦企业管理合 伙企业（有限合伙）（以下简称"常州鹏曦"）、常州鹏骐企业管理合伙企业（有 限合伙）（以下简称"常州鹏骐"）系公司员工持股平台，其执行事务合伙人均为 公司控股股东、实际控制人、董事长刘海东。常州鹏季持有公司股份为 16,428,000 股，占公司总股本比例为 6.79%；常州鹏翼持有公司股份为 2,756,253 股，占公司总股本比例为 1.14%；常州鹏曦持有公司股份为 538,938 股，占公司 总股本比例为 0.22%；常州鹏骐持有公司股份为 531,783 股，占公司 ...

Core Viewpoint - The company 聚和材料 (688503.SH) announced that shareholder 常州鹏季 plans to reduce its stake due to personal funding needs, with a maximum reduction of 2.9763 million shares, representing 1.2297% of the total share capital [1] Summary by Categories Shareholder Actions - 常州鹏季 intends to reduce its holdings through centralized bidding and block trading [1] - The reduction period will commence 15 trading days after the announcement and will last for 3 months [1] Share Reduction Details - The total number of shares to be reduced is capped at 2.9763 million [1] - The reduction price will be determined by the market price at the time of the sale, but will not be lower than the initial public offering price [1]

Group 1 - The core viewpoint of the news is that 聚和材料 (Juhua Materials) has shown significant trading activity and financial performance, with a notable increase in financing and changes in shareholder structure [1][2][3] Group 2 - On January 26, Juhua Materials' stock price increased by 0.95%, with a trading volume of 1.682 billion yuan. The financing buy-in amount was 289 million yuan, while the financing repayment was 256 million yuan, resulting in a net financing buy of 33.05 million yuan [1] - As of January 26, the total financing and securities lending balance for Juhua Materials was 1.029 billion yuan, with the financing balance accounting for 6.17% of the circulating market value, indicating a high level compared to the past year [1] - The company reported a revenue of 10.641 billion yuan for the period from January to September 2025, representing a year-on-year growth of 8.29%. However, the net profit attributable to shareholders decreased by 43.24% to 239 million yuan [2] Group 3 - Since its A-share listing, Juhua Materials has distributed a total of 340 million yuan in dividends [3] - As of September 30, 2025, the number of shareholders for Juhua Materials was 22,200, a decrease of 14.05% from the previous period. The average circulating shares per person increased by 16.35% to 8,129 shares [2] - Among the top ten circulating shareholders, 国泰估值优势混合 (Guotai Value Advantage Mixed) held 3.4136 million shares, a decrease of 529,300 shares. 新进股东 (new shareholders) included 诺安先锋混合 (Noah Pioneer Mixed) with 2.1699 million shares and 国泰聚信价值优势灵活配置混合 (Guotai Juxin Value Advantage Flexible Allocation Mixed) with 1.9 million shares [3]