欧晶科技涨停，通威股份涨超5%，联泓新科、捷佳伟创、阳光电源、东方日升、高测股份跟涨。 (本文来自第一财经) ...

Group 1 - The photovoltaic equipment sector continues to strengthen, with significant stock performance observed [1] - Oujing Technology reached the daily limit increase, indicating strong market interest [1] - Tongwei Co., Ltd. saw a rise of over 5%, reflecting positive investor sentiment [1] Group 2 - Other companies in the sector, including Lianhong Xinke, Jiejia Weichuang, Sungrow Power Supply, Dongfang Risheng, and Gaoce Co., also experienced stock price increases, showcasing a broad rally in the industry [1]

证券之星消息，8月12日光伏设备板块较上一交易日下跌0.77%，高测股份领跌。当日上证指数报收于3665.92，上涨0.5%。深证成指报收于 11351.63，上涨0.53%。光伏设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300274 | 阳光电源 | 88.10 | 4.24% | 77.98万 | 66.82亿 | | 301658 | 首航新能 | 35.60 | 2.77% | 11.01万 | 3.86亿 | | 300345 | 华居股份 | 7.62 | 1.74% | 15.60万 | 1.18亿 | | 603212 | 赛伍技术 | 11.84 | 1.72% | 31.89万 | 3.74亿 | | 300763 | 锦浪科技 | 61.71 | 1.11% | 13.88万 | 8.53亿 | | 300827 | 上能电气 | 24.24 | 0.58% | 16.96万 | 4.09亿 | | 000159 | 国际实业 | 66'5 ...

Core Viewpoint - The photovoltaic industry is experiencing significant growth, with multiple companies reporting substantial increases in net profit for 2023, driven by strong demand in sectors such as semiconductors and solar energy materials [1][2][4]. Group 1: Company Performance - Quartz Holdings (石英股份) expects a net profit of 4.75 billion to 5.33 billion yuan for 2023, representing a year-on-year increase of 351.44% to 406.56% [1]. - High Measurement Holdings (高测股份) anticipates a net profit of 1.44 billion to 1.48 billion yuan for 2023, reflecting a year-on-year increase of 82.6% to 87.67% [2]. - Xinbo Holdings (鑫铂股份) projects a net profit of 290 million to 340 million yuan for 2023, indicating a year-on-year growth of 54.23% to 80.83% [4]. Group 2: Industry Drivers - The rapid growth in the photovoltaic sector has led to increased demand for quartz materials, benefiting companies like Quartz Holdings, which has seen significant sales growth in both semiconductor and photovoltaic applications [1]. - High Measurement Holdings attributes its performance to the robust global demand for new photovoltaic installations, leveraging its technological advantages in cutting equipment and materials [2]. - Xinbo Holdings has expanded its production capacity and improved management efficiency, contributing to steady revenue and profit growth in the renewable energy sector [4]. Group 3: Market Trends - The photovoltaic industry is expected to face short-term challenges, including underutilization and price declines, but this may lead to a healthier competitive landscape in the long run [3]. - Companies are focusing on cost reduction and efficiency improvements to mitigate the impact of falling prices, with Xinbo Holdings emphasizing its strategy to maintain stable growth over the next 3 to 5 years [5].

Core Viewpoint - The photovoltaic industry chain is experiencing significant growth, with many listed companies reporting substantial increases in net profits for 2023, driven by a doubling of installed capacity despite challenges such as overcapacity and declining product prices [1][2][3]. Company Performance - 32 listed companies in the photovoltaic industry chain have disclosed their 2023 performance forecasts, with 9 companies expecting a net profit increase of over 100%, led by Zhongxin Bo with an estimated increase of approximately 696.7% [1]. - Micro导纳米 anticipates a revenue of approximately 1.65 billion yuan, a year-on-year increase of 141.05%, and a net profit of about 280 million yuan, reflecting a growth of 417.08% [2]. - Quartz Co. expects a net profit between 4.75 billion yuan and 5.33 billion yuan, a year-on-year increase of 351.44% to 406.56% [2]. - Sunshine Power, a leader in inverters, projects a net profit of 9.3 billion to 10.3 billion yuan, an increase of 157% to 187% [3]. Market Trends - Despite the overall positive outlook, many companies experienced a decline in performance in the fourth quarter, with 24 out of 32 companies reporting a quarter-on-quarter decrease [6]. - TCL Zhonghuan, a leading silicon wafer manufacturer, expects a net profit decline of 29.6% to 38.4%, indicating a potential loss of 1.388 billion to 1.988 billion yuan in Q4 [5]. - The photovoltaic industry is currently facing a phase of overcapacity, leading to price declines and increased competition, particularly affecting the profitability of silicon, battery, and module manufacturers [7][8]. Competitive Landscape - The competition within the photovoltaic industry is intensifying, with falling prices for silicon materials and modules squeezing profit margins [7]. - Companies with technological advantages and cost efficiencies are better positioned to withstand market pressures, while weaker firms may face consolidation or exit risks [8][9]. - The industry is expected to undergo a capacity clearing process, with a focus on innovation and efficiency improvements to enhance competitiveness [9].

Core Viewpoint - The company announced that its stock has maintained a closing price above 130% of the current conversion price for 10 trading days, which may trigger conditional redemption of its convertible bonds [2] Group 1: Stock Performance - The company's stock price has been above 9.58 yuan per share, which is 130% of the current conversion price, for 10 consecutive trading days [2] - If the stock maintains this performance for an additional 20 trading days with at least 5 days above the threshold, it will trigger the conditional redemption clause [2] Group 2: Convertible Bonds - The company has the right to redeem all or part of the unconverted "Gaoce Convertible Bonds" at face value plus accrued interest if the redemption conditions are met [2] - The board of directors will convene on the day the redemption conditions are satisfied to decide whether to exercise the redemption right [2]

Core Viewpoint - Qingdao Gaoce Technology Co., Ltd. may trigger the conditional redemption clause of its convertible bonds if its stock price remains above 130% of the current conversion price for a specified period [1][6]. Convertible Bond Issuance Overview - The company issued 4.833 million convertible bonds at a face value of 100 yuan each, totaling 483.3 million yuan, with a maturity of six years from July 18, 2022, to July 17, 2028 [2]. - The bonds began trading on the Shanghai Stock Exchange on August 12, 2022, under the name "Gaoce Convertible Bonds" and code "118014" [2]. Conversion Price Adjustments - The conversion price has been adjusted multiple times due to various corporate actions: - Adjusted to 60.33 yuan on May 12, 2023 [3] - Adjusted to 60.03 yuan on June 7, 2023 [3] - Adjusted to 59.51 yuan on June 29, 2023 [3] - Adjusted to 58.51 yuan on November 27, 2023 [4] - Adjusted to 36.29 yuan on May 8, 2024 [4] - Adjusted to 36.04 yuan on June 19, 2024 [4] - Adjusted to 35.66 yuan on October 11, 2024 [5] - Adjusted to 10.50 yuan on June 11, 2025 [5] Redemption Clause and Expected Trigger Conditions - The company has the right to redeem the convertible bonds if the stock price remains above 130% of the conversion price for 30 trading days, with at least 15 days meeting this condition [6][7]. - From July 28 to August 8, 2025, if the stock price remains above 9.58 yuan for 10 consecutive trading days, it may trigger the redemption clause [6][8].

| 证券代码：688556 | 证券简称：高测股份 | 公告编号：2025-054 | | --- | --- | --- | | 转债代码：118014 | 转债简称：高测转债 | | 根据《上海证券交易所上市公司自律监管指引第12号——可转换公司债券》 的有关规定，公司可能触发可转换公司债券有条件赎回条款的相关情况公告如下： 一、可转债发行上市概况 （一）公司向不特定对象发行可转换公司债券事项经中国证券监督管理委员 会"证监许可〔2022〕1239号"文同意注册，公司于2022年7月18日向不特定对 象发行了483.3万张可转换公司债券，每张面值100元，发行总额48,330.00万元， 期限为自发行之日起六年，即自2022年7月18日至2028年7月17日。 （二）经上海证券交易所自律监管决定书〔2022〕214号文同意，公司48,330.00 万元可转换公司债券于2022年8月12日起在上海证券交易所挂牌交易，可转债简 称"高测转债"，可转债代码"118014"。 （三）根据有关规定和募集说明书的约定，公司本次发行的"高测转债"自 2023年1月30日起可转换为本公司股份，初始转股价格为84.81元/ ...

金融界消息 截至2025年8月8日收盘，高测股份（688556）报收于12.48元，上涨4.0%，换手率9.49%， 成交量72.61万手，成交金额8.98亿元。 高测股份最新一期业绩显示，截至2025一季报，公司营业总收入6.86亿元、同比减少51.70%，归属净利 润7413.98万元，同比减少135.03%，扣非净利润8030.48万元，同比减少142.94%，流动比率2.300、速动 比率1.968、资产负债率52.30%。 天眼查商业履历信息显示，青岛高测科技股份有限公司，成立于2006年，位于青岛市，是一家以从事专 用设备制造业为主的企业。企业注册资本54674.3918万人民币，实缴资本2900万人民币。公司法定代表 人为张顼。 通过天眼查大数据分析，青岛高测科技股份有限公司共对外投资了13家企业，参与招投标项目74次，知 识产权方面有商标信息62条，专利信息1383条，此外企业还拥有行政许可17个。 来源：金融界 资金流向方面，今日主力资金净流入1.01亿元，占比成交额11.23%。其中，超大单净流入5026.86万 元、占成交额5.6%，大单净流入5052.12万元、占成交额5.63%，中单 ...

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 300274 | 阳光电源 | 79.68 | 6.51% | | 301658 | 首航新能 | 34.32 | 3.47% | | 301168 | 通灵股份 | 39.94 | 3.34% | | 688556 | 富测股份 | 12.34 | 2.83% | | 688717 | 艾罗能源 | 59.16 | 2.58% | | 300827 | 上能电气 | 23.72 | 2.51% | | 834770 | 艾能聚 | 19.61 | 2.40% | | 300763 | 锦浪科技 | 59.56 | 2.16% | | 300724 | 捷佳伟创 | 66.79 | 1.89% | | 300776 | 帝尔激光 | 67.69 | 1.87% | 责任编辑：栎树 A股光伏设备股普遍上涨，其中，权重股阳光电源涨6.5%，首航新能、通灵股份涨超3.3%，高测股份涨 近3%，上能电气、艾罗能源涨2.5%，锦浪科技、艾能聚涨超2%。 消息上，中国光伏行业协会日前发布通知称，国家发展改革委、市场 ...