北京德恒律师事务所 北京德恒律师事务所 DeHeng Law Offices 关于中节能太阳能股份有限公司 "太能转债"2025年第一次债券持有人会议的 法律意见 北京市西城区金融街 19 号富凯大厦 B 座 12 层 电话: 010-52682888 传真: 010-52682999 邮编: 100033 北京德恒律师事务所 关于中节能太阳能股份有限公司"太能转债" 2025 年第一次债券持有人会议的法律意见 北京德恒律师事务所 关于中节能太阳能股份有限公司 "太能转债"2025年第一次债券持有人会议的 法律意见 德恒01G20250024-02号 致: 中节能太阳能股份有限公司（以下简称"公司"） 北京德恒律师事务所(以下简称"本所")接受公司委托,指派本所律师 见证2025年中节能太阳能股份有限公司向不特定对象发行可转换公司债券（以 下简称"本期债券"或"太能转债"）2025年第一次债券持有人会议（以下简 称"本次债券持有人会议"），并出具法律意见。 本所律师根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《公司债券发行与 交易管理办法》（以 ...

Core Viewpoint - Several companies under the Aisxu brand have obtained a new patent related to solar cell technology, indicating a focus on innovation in the solar energy sector [1]. Company Summaries - Zhejiang Aisxu Solar Technology Co., Ltd. was established in 2016, located in Jinhua City, with a registered capital of 5691.89 million RMB. The company has invested in 11 enterprises and participated in 122 bidding projects, holding 1848 patents and 60 administrative licenses [2]. - Zhuhai Fushan Aisxu Solar Technology Co., Ltd. was founded in 2021, based in Zhuhai City, with a registered capital of 4500 million RMB. The company has participated in 101 bidding projects, holds 1013 patents, and has 314 administrative licenses [2]. - Tianjin Aisxu Solar Technology Co., Ltd. was established in 2018, located in Tianjin City, with a registered capital of 1300 million RMB. The company has invested in 1 enterprise, participated in 22 bidding projects, holds 1170 patents, and has 153 administrative licenses [2]. - Guangdong Aisxu Technology Co., Ltd. was founded in 2009, based in Foshan City, with a registered capital of 2823.47 million RMB. The company has invested in 1 enterprise, participated in 8 bidding projects, holds 1739 patents, and has 44 administrative licenses [3]. - Chuzhou Aisxu Solar Technology Co., Ltd. was established in 2024, located in Chuzhou City, with a registered capital of 500 million RMB. The company has participated in 2 bidding projects, holds 145 patents, and has 3 administrative licenses [3]. - Shenzhen Aisxu Digital Energy Technology Co., Ltd. was founded in 2022, based in Shenzhen City, with a registered capital of 650 million RMB. The company has invested in 2 enterprises, participated in 1 bidding project, holds 449 patents, and has 8 administrative licenses [3]. - Shandong Aisxu Solar Technology Co., Ltd. was established in 2023, located in Jinan City, with a registered capital of 4500 million RMB. The company has participated in 21 bidding projects, holds 128 patents, and has 15 administrative licenses [4].

Core Viewpoint - The production of solar cells in China is projected to reach 680 million kilowatts in 2024, representing a year-on-year growth of 15.7%, while concerns about harmful electromagnetic radiation from solar panels are addressed as unfounded [1][8]. Group 1: Solar Cell Production and Technology - China's solar cell production is expected to reach 680 million kilowatts in 2024, with a growth rate of 15.7% compared to the previous year [1]. - Solar photovoltaic cells convert sunlight directly into electricity through the photovoltaic effect, producing a voltage and current when illuminated [1][2]. Group 2: Electromagnetic Radiation Concerns - Solar panels emit weak electromagnetic radiation, which is not ionizing radiation and is considered harmless to human health [2][6]. - The electromagnetic radiation produced by solar panels is significantly lower than that of common household appliances and communication devices [5][6]. - The World Health Organization's recommended public exposure limit for magnetic fields is 100 microteslas, while the radiation from photovoltaic systems is well below this threshold [6]. Group 3: Comparison with Other Technologies - Solar water heaters operate differently from solar panels, converting sunlight directly into heat without generating electromagnetic waves, thus posing no radiation concerns [9]. - The primary emissions from solar panels are light and thermal radiation, which are manageable and not harmful under normal usage conditions [6][8].

Core Point - France's grid operator RTE reported a record solar power generation of 19.2 gigawatts [1] Group 1 - The record solar power generation indicates a significant increase in renewable energy capacity in France [1] - This achievement reflects the growing trend of solar energy adoption in the country [1] - The milestone demonstrates the effectiveness of France's energy policies aimed at increasing renewable energy sources [1]

中节能太阳能股份有限公司（以下简称公司）收到控股股东中国节能环保集 团有限公司（以下简称中国节能）及其一致行动人中节能资本控股有限公司（以 下简称中节能资本）以及持有公司股份的董事、高级管理人员分别出具的《不主 动减持太阳能公司 A 股股票承诺》。具体情况如下： 一、承诺主体及基本情况 截至 2025 年 6 月 30 日，各承诺主体及其持有公司股票情况如下： | 证券代码：000591 | 证券简称：太阳能 | | 公告编号：2025-79 | | --- | --- | --- | --- | | 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 关于控股股东及其一致行动人以及持有公司股份的董事、高级管 理人员自愿承诺未来十二个月不减持公司 A 股股票的公告 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。 公司董事会将督促各承诺主体严格遵守上述承诺，并按照《公司法》《证券 法》 ...

太阳能（000591）公告，公司控股股东中国节能及其一致行动人中节能资本，以及持有公司股份的董 事、高级管理人员自愿承诺，自2025年7月10日至2026年7月9日期间不以任何方式主动减持所持有的公 司A股股票。截至2025年6月30日，中国节能持股数量为12.23亿股，持股比例为31.21%；中节能资本持 股数量为1.34亿股，持股比例为3.42%。 ...

Core Insights - The article discusses a significant solar energy project in China that combines photovoltaic power generation with aquaculture, achieving full-capacity grid connection [1][3]. Group 1: Project Overview - The project features a 250 megawatt solar power station integrated with fish farming, located in Tangshan, Hebei Province, and represents a high level of land utilization [3]. - The project occupies approximately 353 hectares, utilizing floating solar panels above fish ponds, which allows for dual use of land resources [4]. Group 2: Environmental Impact - The project is expected to generate around 400 million kilowatt-hours of clean electricity annually, equivalent to saving 120,000 tons of standard coal and reducing carbon dioxide emissions by 320,000 tons [4]. - The floating solar panels provide shade, which helps lower water temperatures, promoting aquatic life and reducing disease in fish farming [4]. Group 3: Efficiency and Innovation - Floating solar power stations can achieve 15% higher efficiency compared to land-based solar stations due to the cooling effect of water [4]. - The company emphasizes its role in global energy transition and commitment to innovation for a net-zero future [4]. Group 4: Industry Context - The company is not the first to implement such a project; in 2022, another company announced a 70 megawatt floating solar power station in Cangzhou, Hebei [5]. - A Norwegian salmon and trout producer reported a 90% reduction in diesel usage due to a floating solar power station above its fish farm [6].

Core Viewpoint - The article discusses Trump's initiative to terminate federal subsidies for green energy, citing concerns over reliability and cost, while the U.S. Department of Energy warns of potential risks to the energy system leading to a significant increase in power outages by 2030 [1] Group 1: Policy Changes - Trump signed an executive order to gradually eliminate federal subsidies for wind and solar energy projects, arguing that renewable energy is unreliable and expensive [1] - The executive order claims that federal subsidies have forced taxpayers to support costly and unreliable energy sources, which have negatively impacted the stability of the power grid [1] Group 2: Industry Impact - The increase in renewable energy projects is said to have displaced cheaper, more reliable domestic energy sources, potentially harming the stability of the energy grid [1] - The article highlights concerns that the shift away from traditional energy sources could lead to a deterioration of the natural landscape [1] Group 3: Future Projections - The U.S. Department of Energy warns that the frequency of power outages could increase by 100 times by 2030, indicating significant vulnerabilities in the current energy infrastructure [1]

Group 1 - Trump signed an executive order to cut federal support for renewable energy, leading to a significant drop in U.S. solar stocks like Enphase Energy and First Solar [3] - The executive order aims to eliminate and modify subsidies for wind and solar energy, and terminate taxpayer support for "foreign-controlled supply chains" [3] - The U.S. renewable energy sector is facing challenges, with major companies like SunPower nearing bankruptcy and a deteriorating financing environment [3] Group 2 - The impact on China's A-share renewable energy sector will be twofold: short-term emotional shock due to U.S. market trends, but long-term policy support from the Chinese government [4] - China's National Energy Administration has set a target to add over 20 million kilowatts of new renewable energy capacity this year, with non-fossil energy consumption expected to reach 20% [4] - Companies like Longi Green Energy and Sungrow are well-positioned, with Longi benefiting from lower tariffs due to its Malaysian factory and Sungrow securing a major energy storage project in Saudi Arabia [5] Group 3 - The A-share renewable energy sector has shown strength, with significant capital inflow, indicating that smart money is eyeing long-term opportunities [5] - Analysts remain optimistic about the long-term prospects of the renewable energy sector, particularly in areas like charging stations, energy storage, and wind power [5] - The competitive landscape in China is intense, with some photovoltaic glass companies reducing production, which may optimize the industry but could also impact short-term performance [5] Group 4 - Long-term investment in the renewable energy sector is encouraged, as the global energy transition trend is irreversible, with China accounting for nearly one-third of global clean energy investment [6] - Investors are advised to focus on leading companies with strong technology and overseas presence, especially during market downturns [6]

我们既不想要风力，也不想要太阳能。 太阳能是无效的，但可能比风力要稍微好一些。 美国总统特朗普：风力发电很贵，对飞机和那些山谷都不利。 ...