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5月26日晚间重要公告一览
Xi Niu Cai Jing· 2025-05-26 10:11
太阳能:拟1亿-2亿元回购股份用于注销 5月26日晚,太阳能(000591)发布公告称,公司拟使用自筹资金以集中竞价交易方式回购部分A股股 份,用于依法注销减少注册资本。回购资金总额不低于1亿元且不高于2亿元,回购价格不超过6.69元/ 股。 资料显示,太阳能成立于1993年4月,主营业务是光伏电站的投资运营,光伏电池、组件的研发、生产 和销售。 所属行业:公用事业–电力–光伏发电 润阳科技:拟3亿元增资上海傅利叶智能科技有限公司 5月26日晚,润阳科技(300920)发布公告称,公司拟与上海傅利叶智能科技有限公司签订《投资意向 协议》,以不超过3亿元的现金增资傅利叶,傅利叶投前估值为80亿元。 资料显示,润阳科技成立于2012年10月,主营业务是聚烯烃发泡材料的研发、生产及销售。 所属行业:基础化工–塑料–其他塑料制品 恒瑞医药:子公司SHR-4712注射液临床试验获得批准 5月26日晚,恒瑞医药(600276)发布公告称,子公司广东恒瑞医药有限公司、上海盛迪医药有限公司 收到国家药品监督管理局核准签发的SHR-4712注射液《药物临床试验批准通知书》,即将开展治疗晚 期实体瘤的临床试验。 资料显示,恒瑞医 ...
太阳能(000591) - 关于归还用于暂时补充流动资金的闲置募集资金的公告
2025-05-26 09:30
特此公告。 | 证券代码:000591 | 证券简称:太阳能 | | 公告编号:2025-67 | | --- | --- | --- | --- | | 债券代码:127108 | 债券简称:太能转债 | | | | 债券代码:149812 | 债券简称:22太阳 G1 | | | | 债券代码:148296 | 债券简称:23 太阳 | GK02 | | 中节能太阳能股份有限公司 关于归还用于暂时补充流动资金的闲置募集资金的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。 中节能太阳能股份有限公司(以下简称公司)于 2024 年 6 月 12 日召开第十 一届董事会第二次会议,审议通过了《关于使用部分闲置募集资金暂时补充流动 资金的议案》,同意使用 8 亿元闲置的 2022 年非公开发行股票项目募集资金暂 时补充流动资金,用于与公司主营业务相关的生产经营,期限自公司董事会审议 通过之日起 12 个月。具体详见 2024 年 6 月 14 日在中国证券报、上海证券报、 证券时报、证券日报及巨潮资讯网(www.cninfo.com.cn)披露的《关于使用部 ...
土耳其对华太阳能电池板接线盒启动反倾销调查
news flash· 2025-05-26 09:29
Core Viewpoint - Turkey's Ministry of Trade has initiated an anti-dumping investigation into solar panel junction boxes imported from China, responding to a request from local manufacturers [1] Group 1: Investigation Details - The anti-dumping investigation period is set for the entire year of 2024, while the damage investigation period spans from January 1, 2022, to December 30, 2024 [1] - The Turkish tax codes for the products involved are 8544.42.90.00.11, 8544.60.10.00.11, and 8544.60.90.00.00 [1] - Interested parties are required to submit investigation questionnaires within 37 days from the announcement date [1] Group 2: Contact Information - The investigation authority is the Turkish Ministry of Trade, specifically the General Directorate of Imports, Anti-Dumping and Subsidy Department [1] - Contact details include a physical address in Ankara and phone number +90 312 204 75 00 [1] - Email contacts are provided for both domestic and international organizations [1]
太阳能(000591) - 回购报告书
2025-05-26 09:16
| 证券代码:000591 | 证券简称:太阳能 | | 公告编号:2025-66 | | --- | --- | --- | --- | | 债券代码:127108 | 债券简称:太能转债 | | | | 债券代码:149812 | 债券简称:22太阳 G1 | | | | 债券代码:148296 | 债券简称:23 太阳 | GK02 | | (3)回购价格:不超过人民币 6.69 元/股。 (4)回购的资金及来源:不低于人民币 1 亿元且不高于人民币 2 亿元(含)。 本次回购股份资金来源为公司自筹资金。 (5)回购方式:集中竞价交易方式。 中节能太阳能股份有限公司 回购报告书 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。 重要内容提示: 1.回购方案基本情况 (1)回购股份的种类:公司已发行的人民币普通股(A 股)。 (2)回购用途:用于依法注销减少注册资本。 (1)本次股份回购存在回购期限内股票价格持续超出回购价格上限,导致 回购方案无法实施或只能部分实施的风险。 3.截至目前,公司未收到董事、监事、高级管理人员、控股股东、实际控 制人及其一致行动 ...
高盛:中国多行业关税影响-家电、汽车、工业科技与太阳能企业反馈
Goldman Sachs· 2025-05-25 14:09
23 May 2025 | 4:38PM CST China Multi-Industry Tariff Impact - Feedback from Appliances, Autos, Industrial Tech & Solar Companies (week of May 23) We have conducted discussions with select companies in the appliances, autos, industrial tech and solar sectors to understand the latest management thoughts on the business outlook following the increase in US tariffs. Details inside. China Consumer Durables We have interviewed selected covered companies within the white goods, consumer electronics and furniture s ...
2025年全球太阳能光伏组件市场规模约1850亿美元 生产将更加智能化、数字化[图]
Sou Hu Cai Jing· 2025-05-24 16:02
Core Insights - The report titled "2025-2031 China Solar Photovoltaic Module Market Panorama Research and Strategic Consulting Report" provides essential reference for decision-makers and investors in the solar photovoltaic module industry [1] Industry Overview - The solar photovoltaic module industry is defined as the sector that produces solar panels, which are crucial for converting solar energy into electrical energy [6] - The report emphasizes the importance of solar photovoltaic modules in energy systems, highlighting their role in energy conversion and storage [6] Market Dynamics - The global demand for clean energy is driving unprecedented growth in the photovoltaic module market, with the market size projected to reach $170.2 billion in 2024 and $260.2 billion by 2030 [8] - The market is experiencing a bifurcation in demand, with centralized photovoltaic installations gaining traction while distributed photovoltaic markets face challenges due to policy impacts [10] Data Collection Methodology - The research team employed multiple data collection methods, including analysis of annual reports from listed companies, manufacturer surveys, dealer discussions, and expert validations to ensure data accuracy and relevance [4] Future Trends - The report outlines the expected growth trajectory of the solar photovoltaic module market, indicating a significant increase in market size and demand from 2024 to 2030 [8] - It also notes the potential for growth in the commercial distributed photovoltaic market despite challenges faced by the residential sector [10] Competitive Landscape - The report includes an analysis of the competitive landscape within the solar photovoltaic module industry, focusing on market concentration and barriers to entry [17] - It discusses the competitive strategies that companies can adopt to enhance their market position [17] Regional Analysis - The report provides insights into the regional dynamics of the solar photovoltaic module market, assessing the market conditions and growth prospects in various regions, including North America, the EU, and the Asia-Pacific [14][16]
特朗普税收法案大幅削减光伏补贴,美国太阳能股集体崩盘
Di Yi Cai Jing· 2025-05-23 11:11
法案对清洁能源行业税收抵免的削减力度比该行业预期的更为严苛,引发可再生能源公司股价崩盘。 美国总统特朗普的税收法案重创美国清洁能源公司。 当地时间5月22日,美国众议院以微弱优势通过特朗普的所谓"美丽大法案"(a big, beautiful bill),该法 案中对清洁能源行业税收抵免的削减力度比该行业所预期的更为严苛,引发可再生能源公司股价崩盘。 市值最大的美国电力集团、美国最大可再生能源开发商"下时代能源"(NextEra Energy)股价收盘下跌 6.4%。生产太阳能系统、电池及电动车技术的恩菲斯能源股价损失19.6%。逆变器和电池供应商 SolarEdge的股价缩水约25%,美国家用太阳能公司Sunrun股价暴跌37%。 Sunrun首席执行官鲍威尔(Mary Powell)称,这将使美国人的"能源账单变得更加昂贵",让消费者更难 获取可负担且可靠的太阳能解决方案。 同时,商业项目税收抵免的资格认定标准也发生了重要变化:原政策基于"开始建设"(construction begins)标准,并给予4年安全港宽限期,便于公用事业规模项目进行建设规划;而新规则改为基于"投 入使用"(placed in ...
爱旭取得太阳能电池片、TOPCon电池、光伏组件及叠层电池专利,提升转换效率
Sou Hu Cai Jing· 2025-05-23 00:41
Core Insights - A group of companies, including Zhejiang Aisxu Solar Technology Co., Ltd., Guangdong Aisxu Technology Co., Ltd., Tianjin Aisxu Solar Technology Co., Ltd., Zhuhai Fushan Aisxu Solar Technology Co., Ltd., and Chuzhou Aisxu Solar Technology Co., Ltd., have obtained a patent for solar cell technology, specifically for "solar cells, TOPCon cells, photovoltaic modules, and stacked cells" [1] Company Summaries - **Zhejiang Aisxu Solar Technology Co., Ltd.**: Established in 2016, located in Jinhua City, with a registered capital of 5.69 billion RMB. The company has invested in 10 enterprises, participated in 121 bidding projects, and holds 1,786 patent records [2] - **Guangdong Aisxu Technology Co., Ltd.**: Founded in 2009, based in Foshan City, with a registered capital of 2.82 billion RMB. The company has invested in 1 enterprise, participated in 8 bidding projects, and has 1,686 patent records [2] - **Tianjin Aisxu Solar Technology Co., Ltd.**: Established in 2018, located in Tianjin City, with a registered capital of 1.3 billion RMB. The company has invested in 1 enterprise, participated in 22 bidding projects, and holds 1,113 patent records [2] - **Zhuhai Fushan Aisxu Solar Technology Co., Ltd.**: Founded in 2021, based in Zhuhai City, with a registered capital of 4.5 billion RMB. The company has participated in 84 bidding projects and holds 951 patent records [3] - **Chuzhou Aisxu Solar Technology Co., Ltd.**: Established in 2024, located in Chuzhou City, with a registered capital of 500 million RMB. The company has participated in 2 bidding projects and holds 117 patent records [3]
美股太阳能板块走低,Sunrun(RUN.O)跌40%,SolarEdge跌25%,First Solar跌5%。
news flash· 2025-05-22 13:36
美股太阳能板块走低,Sunrun(RUN.O)跌40%,SolarEdge跌25%,First Solar跌5%。 ...
特朗普税改法案即将在美国众议院投票,美股太阳能板块盘前下跌,Sunrun(RUN.O)跌9.3%,SolarEdge跌4.3%,First Solar跌3%。
news flash· 2025-05-22 08:53
特朗普税改法案即将在美国众议院投票,美股太阳能板块盘前下跌,Sunrun(RUN.O)跌9.3%,SolarEdge 跌4.3%,First Solar跌3%。 ...