Investment Rating - The report does not explicitly provide an investment rating for the solar photovoltaic industry Core Insights - The photovoltaic industry in China has seen significant growth, with a total installed capacity exceeding 1.48 billion kilowatts, surpassing thermal power for the first time [7][22] - The report highlights the need for the photovoltaic industry to enhance its low-carbon transformation and environmental performance, as it still faces challenges related to carbon emissions and resource consumption [7][11][17] Summary by Sections Background - China leads global renewable energy growth, contributing nearly 64% of the world's new capacity in 2024, with a total installed capacity reaching 1.889 billion kilowatts [18][22] - The renewable energy sector is expected to grow at an annual rate of 16.6% to meet global climate goals by 2030 [25] Evaluation of Photovoltaic Industry - The evaluation project initiated by IPE and PECC includes 55 photovoltaic-related companies, assessing their environmental performance and carbon emissions [7][31] - The evaluation uses the CITI and CATI indices to quantify the companies' green supply chain management and climate action [8][35] Key Findings - Renewable energy utilization among photovoltaic companies has significantly increased, with 40 companies reporting a total of 57.1 million megawatt-hours of renewable energy used in 2024, leading to a reduction of over 32.55 million tons of CO2 equivalent [10][54] - Despite improvements, carbon emissions remain high, with 44 companies reporting a total of 105 million tons of CO2 equivalent emissions from their operations [11][54] - The report indicates that while many companies are setting renewable energy targets, the overall progress in decarbonizing the supply chain is still limited [12][54] Recommendations - The report suggests that photovoltaic companies should focus on enhancing their green competitiveness and accelerating their low-carbon transformation to contribute to global energy transition efforts [17][28]

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 通过天眼查大数据分析，天合光能股份有限公司共对外投资了21家企业，参与招投标项目7078次；财产线索方面有商标信息1067条，专利信息4170条，著作权信息57条；此外企业还拥有行政 数据来源：天眼查APP 证券之星消息，近日天合光能（688599）新注册了3个项目的软件著作权，包括《TrinaAurora综合能效管理平台Android版软件V1.0》、《能源及物联设备综合管理平台WEB版软件V1.0》 ...

Group 1: Convertible Bond Holding Situation - The company issued 88,647,510 convertible bonds on February 13, 2023, with a total amount of 886,475.10 million yuan, maturing on February 12, 2029 [2] - As of the latest report, the holder "Hangzhou Guangyao" owns 21,559,320 bonds, accounting for 24.32% of the total issued [2] Group 2: Changes in Convertible Bond Holdings - From June 27 to August 1, 2025, "Hangzhou Guangyao" reduced its holdings by 8,882,750 bonds, representing a decrease of 10.02% of the total issued [3] Group 3: Share Buyback Progress - The company approved a share buyback plan on June 25, 2024, with a total fund of no less than 100,000 million yuan and no more than 120,000 million yuan, at a price not exceeding 31.00 yuan per share [6] - As of July 31, 2025, the company repurchased 15,315,910 shares, accounting for 0.70% of the total share capital, with a total expenditure of approximately 252.96 million yuan [8] Group 4: Guarantee Situation - As of the announcement date, the company and its subsidiaries have a total guarantee balance of 606.12 billion yuan, which is 229.79% of the latest audited net assets [13] - During July 2025, the company provided guarantees totaling 20.90 billion yuan, which is 7.92% of the latest audited net assets [13][17]

金融界消息 截至2025年8月1日收盘，天合光能（688599）报收于15.62元，上涨0.64%，换手率1.07%， 成交量23.29万手，成交金额3.67亿元。 资金流向方面，今日主力资金净流入2874.22万元，占比成交额7.83%。其中，超大单净流入315.21万 元、占成交额0.86%，大单净流入2559.01万元、占成交额6.97%，中单净流出流入242.42万元、占成交 额0.66%，小单净流出3116.64万元、占成交额8.49%。 天合光能最新一期业绩显示，截至2025一季报，公司营业总收入143.35亿元、同比减少21.48%，归属净 利润131968.61万元，同比减少355.88%，扣非净利润137341.83万元，同比减少407.09%，流动比率 1.295、速动比率0.864、资产负债率74.97%。 天眼查商业履历信息显示，天合光能股份有限公司，成立于1997年，位于常州市，是一家以从事电气机 械和器材制造业为主的企业。企业注册资本217936.4548万人民币，实缴资本135374.3536万人民币。公 司法定代表人为高纪凡。 通过天眼查大数据分析，天合光能股份有限公司共对外投 ...

Group 1 - The company issued a total of 886,475.10 million yuan in convertible bonds, with a maturity period of six years from February 13, 2023, to February 12, 2029 [1] - The convertible bonds, referred to as "Tian 23 Convertible Bonds," began trading on the Shanghai Stock Exchange on March 15, 2023 [1] - As of August 1, 2025, the bondholder Hangzhou Guangyao held 21,559,320 bonds, representing 24.32% of the total issued convertible bonds [2] Group 2 - Hangzhou Guangyao reduced its holdings by 8,882,750 bonds, which is 10.02% of the total issuance, between June 27, 2025, and August 1, 2025 [2] - After the reduction, Hangzhou Guangyao's holdings decreased to 12,676,570 bonds, which is 14.30% of the total issued convertible bonds [2] - The total initial issuance amount remains at 88,647,510 bonds [2]

证券日报网讯8月1日晚间，天合光能发布公告称，2025年7月份，公司未进行回购。 ...

Core Viewpoint - Trina Solar (688599.SH) announced that as of July 31, 2025, the company has repurchased a total of 15,315,910 shares, representing 0.70% of its total share capital of 2,179,365,412 shares [1] Summary by Relevant Sections - **Share Repurchase Details** - The repurchase was conducted through the Shanghai Stock Exchange via centralized bidding [1] - The highest price for the repurchased shares was 24.91 CNY per share, while the lowest price was 13.64 CNY per share [1] - The total amount spent on the repurchase was 252,957,449.12 CNY, excluding stamp duty and transaction commissions [1]

| 证券代码：688599 | 证券简称：天合光能 | | 公告编号：2025-085 | | --- | --- | --- | --- | | 转债代码：118031 | 转债简称：天 23 | 转债 | | 天合光能股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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： | 回购方案首次披露日 | 2024/6/26 | | | | --- | --- | --- | --- | | 回购方案实施期限 | 2024 年 6 月 25 年 | 日~2026 | 3 月 24 日 | | 预计回购金额 | 100,000万元~120,000万元 | | | | 回购用途 | □减少注册资本 □用于员工持股计划或股权激励 | | | | | √用于转换公司可转债 | | | | | □为维护公司价值及股东权益 | | | | 累计已回购股数 | 15,315,910股 | | | | 累计已回购股数占总股本比例 | 0.70% | | | | 累计已回购金额 ...

| 证券代码：688599 | 证券简称：天合光能 | | 公告编号：2025-084 | | --- | --- | --- | --- | | 转债代码：118031 | 转债简称：天 23 | 转债 | | 天合光能股份有限公司 关于债券持有人可转债持有比例变动达到 10% 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。 一、可转债持有情况 经中国证券监督管理委员会证监许可[2023]157 号文同意注册，天合光能股 份有限公司（以下简称"公司"）于 2023 年 2 月 13 日向不特定对象发行了 8,864.751 万张可转换公司债券（以下简称"天 23 转债"），每张面值 100 元， 发行总额 886,475.10 万元。本次发行可转换公司债券的期限为自发行之日起六 年，即自 2023 年 2 月 13 日至 2029 年 2 月 12 日。 经上海证券交易所自律监管决定书（[2023]33 号）文同意，公司 886,475.10 万元可转换公司债券于 2023 年 3 月 15 日起在上海证券交易所 ...

格隆汇8月1日丨天合光能(688599.SH)公布，2025年7月，公司未进行回购。截至2025年7月31日，公司 通过上海证券交易所交易系统以集中竞价交易方式回购公司股份15,315,910股，占公司总股本 2,179,365,412股的比例为0.70%，回购成交的最高价为24.91元/股，最低价为13.64元/股，支付的资金总 额为人民币252,957,449.12元（不含印花税、交易佣金等交易费用)。 ...