Core Insights - The solar energy sector experienced a slight increase of 1.56% as of the market close on May 12, with several companies showing significant gains [1] Group 1: Company Performance - Jinbo Co., Dongni Electronics, Chunxing Precision, and Xingshuai Er all saw their stock prices rise by over 10% [1] - Other notable performers include Wangzi New Materials, Baoxin Technology, Zhongheng Electric, Lierda, and Lens Technology, which increased by over 9% [1] - Aiko Solar's stock rose by 8.09% [1] Group 2: Fund Flow - The solar energy sector saw a net inflow of 2.225 billion yuan in main funds on May 12 [3] - The breakdown of fund flow indicates that large orders contributed 1.642 billion yuan, while medium and small orders saw outflows of 1.495 billion yuan and 0.533 billion yuan, respectively [4] Group 3: Top Fund Inflows - The top three companies receiving net inflows were BYD with 557 million yuan, Sunshine Power with 331 million yuan, and Zhongheng Electric with 284 million yuan [4][7] - Other companies in the top ten for net inflows include TCL Technology, Lens Technology, Longi Green Energy, Chunxing Precision, Gree Electric, Xingshuai Er, and Tongwei Co., with inflows ranging from 87.1 million to 224 million yuan [7]

证券代码：000591 证券简称：太阳能 中节能太阳能股份有限公司 投资者关系活动记录表 编号：2025-04 1 投 资 者 关 系 活 动 类 别 □特定对象调研 □分析师会议 □媒体采访 ☑业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参 与 单 位 名 称 及 人 员姓名 2024 年年度业绩说明会参会人员 时间 2025 年 5 月 12 日 (周一) 下午 15：00~17：00 地点 网络互动 https://roadshow.cnstock.com/ 公 司 接 待 人员姓名 公司党委书记、董事长、总经理 张会学 独立董事 安连锁 副总经理、董事会秘书、总法律顾问 郭毅 总会计师 程欣 交 流 内 容 及 具 体 问 答记录 一、太阳能 2024 年年度业绩说明会采用网络远程方式进行， 对 2024 年年度业绩进行说明，并与投资者就其关心的问题进行交 流互动。总结互动内容要点如下： 1、公司对于市值管理有何规划？看公司公告了关于回购的计 划，何时开始实施？ 答： 公司高度重视市值管理工作，通过提升内在价值、优化信息 披露、加强投资者关系管理、坚持稳定的年度分红等多维度举 措，实现公 ...

Group 1: Company Performance - In 2024, the company achieved a revenue of 6.039 billion CNY and a net profit attributable to shareholders of 1.225 billion CNY [2] - The operational capacity of the company reached approximately 6.076 GW, with an additional 2.081 GW under construction [2] - The company increased its operational capacity by 1.402 GW in 2023, with total electricity sales of approximately 6.966 billion kWh, marking a growth of 6.83% [3] Group 2: Market and Policy Insights - The company interprets Document No. 136 as a shift towards market-driven pricing for renewable energy, which is expected to lower the cost of solar power generation over time [4] - The company plans to actively monitor local policies and optimize project layouts while controlling construction costs [4] Group 3: Value Management and Shareholder Engagement - The company emphasizes value management through improved operational performance, enhanced information disclosure, and stable annual dividends [5] - A proposal for the repurchase of company shares is pending approval at the annual shareholders' meeting [5] Group 4: Subsidy and Project Development - In 2024, the company received a total of 1.366 billion CNY in electricity subsidies, with 1.233 billion CNY from national sources [7] - The company is promoting various solar power project types, including floating solar stations and solar agriculture, and aims to exceed a total scale of 13.6 GW by the end of 2025, an increase of approximately 1.5 GW from 2024 [7]

Core Viewpoint - The 2025 European International Solar Energy Exhibition highlighted China's pivotal role as the largest photovoltaic application market and its contribution to Europe's energy transition [1][2]. Group 1: Industry Insights - The exhibition attracted over 2,700 companies from more than 50 countries, with approximately 850 from China, showcasing products such as high-efficiency photovoltaic modules, energy storage devices, and charging infrastructure [1]. - The European Solar Industry Association's report indicated that in 2024, China's new photovoltaic installed capacity is expected to account for about half of the global total, signaling China's commitment to energy structure transformation towards clean energy [1][2]. Group 2: Sino-European Cooperation - China plays a crucial role in Europe's renewable energy transition, providing key low-carbon products and competitive solutions [2]. - Chinese companies have established factories or joint ventures in countries like Germany and Hungary, enhancing bilateral cooperation and creating local job opportunities [2]. - The collaboration extends beyond supply chains, with Chinese photovoltaic and energy storage companies forming close partnerships with European distributors and service providers, improving adaptability to local regulations and standards [2]. Group 3: Future Prospects - The synergy in the Sino-European renewable energy industry chain presents vast opportunities for cost-effective and scalable clean energy solutions [2]. - Europe possesses rich experience in regulatory policies, project development, and system integration, while China excels in research and development speed, industrial scale, and manufacturing capabilities [2][3].

Group 1 - The 2025 European International Solar Energy Exhibition showcased the strong advantages of Chinese companies in innovative products and system integration, attracting over 2,700 exhibitors from more than 50 countries, with around 850 from China [1] - Chinese exhibitors presented a comprehensive range of products, including high-efficiency photovoltaic modules, energy storage devices, and charging infrastructure, highlighting the integrated strength of China's renewable energy industry [1] - The European Solar Industry Association emphasized China's significant contributions to the European photovoltaic market, including high-quality product supply and local production line establishment, fostering deep collaboration between China and Europe [1] Group 2 - The report released during the exhibition projected that China's growth in the solar industry is a key achievement in global decarbonization, driving rapid technological advancements [2] - Longi Green Energy showcased a new solar panel that won the annual photovoltaic technology award, featuring structural innovations that maintain high photoelectric conversion efficiency even in low-light conditions [2] - TCL presented a model residential system that integrates solar panels with energy storage and smart distribution, catering to the growing consumer demand for green living solutions in Europe [2] Group 3 - The storage sector was a highlight of the exhibition, with companies like CATL, Huawei, and Trina Solar displaying the latest storage technologies and solutions [3] - CATL introduced a modular energy storage device capable of charging approximately 150 electric vehicles or meeting the electricity needs of a German household for about six years [3] - The CEO of the German Solar Promotion Company noted that Chinese companies play an irreplaceable role in Europe's energy transition by providing cost-effective solutions and promoting sustainable technology evolution [3]

证券代码：000591 证券简称：太阳能 公告编号：2025-62 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 关于回购股份事项前十大股东和前十大无限售条件 股东持股情况的公告 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 2025 年 4 月 22 日召开第十 一届董事会第十七次会议审议通过了《关于回购公司部分股份的议案》，本议案 待提交股东大会审议通过后实施。具体内容详见公司于 2025 年 4 月 24 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《关于回购公司部分股份的方案》（公告编号：2025-50）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 日）登记在册的前十大股东和前十大无限售条件股东持股情况公告如下： 一、前十大股东持股情况 | 500 中国农业银行股份有限公司－中证 交易 | | ...

| 证券代码：000591 | 证券简称：太阳能 | | 公告编号：2025-62 | | --- | --- | --- | --- | | 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 关于回购股份事项前十大股东和前十大无限售条件 | 6 | 香港中央结算有限公司 | 41,924,768.00 | 1.07 | | --- | --- | --- | --- | | 7 | 重庆太极实业(集团)股份有限公司 | 29,725,000.00 | 0.76 | | 8 | 常州东方锦鸿建设发展有限公司 | 29,607,343.00 | 0.76 | | 9 | 中国银行股份有限公司－华泰柏瑞中证光伏 产业交易型开放式指数证券投资基金 | 29,247,540.00 | 0.75 | | 10 | 中新互联互通投资基金管理有限公司－重庆 吉曜私募股权投资基金合伙企业（有限合伙） | 27,076,698.00 | 0.69 ...

| 证券代码：000591 | 证券简称：太阳能 | 公告编号：2025-61 | | --- | --- | --- | | 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 关于召开 2024 年年度股东大会的提示性公告 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）第十一届董事会第十七次会议 决定于2025年5月15日召开公司2024年年度股东大会，并于2025年4月24日在《中 国证券报》《证券时报》《证券日报》《上海证券报》及巨潮资讯网 （www.cninfo.com.cn）上刊登了《中节能太阳能股份有限公司关于召开2024年 年度股东大会的通知》（公告编号：2025-51）。现根据相关规定，将本次股东 大会的有关事项提示如下： 一、召开会议的基本情况 1. 股东大会届次：2024年年度股东大会。 2. 股东大会的召集人：经中节能太阳能股份有限公 ...

证券代码：000591 证券简称：太阳能 中节能太阳能股份有限公司 投资者关系活动记录表 编号：2025-02 投 资 者 关 系 活 动 类 别 ☑特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参 与 单 位 名 称 及 人 员姓名 华泰证券 、泰康人寿 时间 2025 年 5 月 7 日 (周三) 下午 14：00~15：00 地点 线上电话会议 公 司 接 待 人员姓名 董事会办公室（法律风控部）： 黄中化 张文婷 交 流 内 容 及 具 体 问 答记录 一、介绍公司 2024 年度整体运营情况 二、提问及公司回复情况 1、公司 2025 年规划如何？ 答： 2025 年，公司预计实现利润总额 16.51 亿元、净利润不低于 13.18 亿元，分别较 2024 年实际完成值增长 5.51%、增长 7.42%， 投运、在建、拟建电站及签署预收购协议的电站总规模力争超过 1 13.6 吉瓦。电站规模力争在 2024 年基础上增加 1.5 吉瓦左右。 2、公司如何看待《关于深化新能源上网电价市场化改革促进 新能源高质量发展的通知》？公司将如何做好项目投资与 ...

Core Insights - Tongwei Solar has obtained a patent for a high-efficiency silicon heterojunction solar cell and its preparation method, with the patent number CN112802910B, applied for on February 2021 [1][2] Company Overview - Tongwei Solar (Chengdu) Co., Ltd. was established in 2011, located in Chengdu, with a registered capital of 540 million RMB. The company has participated in 362 bidding projects, holds 14 trademark records, and has 882 patents, along with 830 administrative licenses [1] - Tongwei Solar (Hefei) Co., Ltd. was founded in 2010, based in Hefei, with a registered capital of 215 million RMB. The company has engaged in 490 bidding projects, possesses 5 trademark records, and has 435 patents, in addition to 21 administrative licenses [1] - Tongwei Solar (Jintang) Co., Ltd. was established in 2020, also located in Chengdu, with a registered capital of 100 million RMB. The company has participated in 271 bidding projects, holds 97 patents, and has 313 administrative licenses [2] - Tongwei Solar (Meishan) Co., Ltd. was founded in 2019, situated in Meishan, with a registered capital of 450 million RMB. The company has engaged in 177 bidding projects, possesses 424 patents, and has 236 administrative licenses [2] - Tongwei Solar (Anhui) Co., Ltd. was established in 2013, located in Hefei, with a registered capital of 80 million RMB. The company has participated in 98 bidding projects, holds 475 patents, and has 9 administrative licenses [2]