Group 1 - The core point of the article is that Tianjin Wanzhao Huigu Real Estate Co., Ltd., a major shareholder of Oujing Technology, has reduced its stake by selling 404,000 shares, which represents 0.21% of the total share capital [2] - After the reduction, Tianjin Wanzhao Huigu holds 26,874,983 shares, accounting for 13.97% of the total shares [2] - The share reduction plan is not yet fully implemented, indicating potential further changes in shareholding [2]

债券代码：127098 债券简称：欧晶转债 证券代码：001269 证券简称：欧晶科技 公告编号：2026-011 内蒙古欧晶科技股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 公司持股 5%以上的股东天津市万兆慧谷置业有限公司保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 内蒙古欧晶科技股份有限公司（以下简称"公司"）于 2025 年 12 月 6 日 在巨潮资讯网（www.cninfo.com.cn）披露了《关于公司持股 5%以上股东减持 股份预披露公告》（公告编号：2025-097）。公司持股 5%以上的股东天津市万 兆慧谷置业有限公司（以下简称"万兆慧谷"），计划自公告披露之日起 15 个 交易日后的 3 个月内通过集中竞价、大宗交易方式减持公司股份不超过 577.20 万股，即不超过公司总股本的 3%。 近日，公司收到万兆慧谷出具的《天津市万兆慧谷置业有限公司关于减持 股份的告知函》。万兆慧谷于 2026 年 1 月 26 日至 2026 年 2 月 9 日通过集中竞 价的方式合 ...

债券代码：127098 债券简称：欧晶转债 证券代码：001269 证券简称：欧晶科技 公告编号：2026-011 内蒙古欧晶科技股份有限公司 公司持股 5%以上的股东天津市万兆慧谷置业有限公司保证向本公司提供的信息 内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 关于持股 5%以上股东减持股份触及 1%整数倍的公告 近日，公司收到万兆慧谷出具的《天津市万兆慧谷置业有限公司关于减持 股份的告知函》。万兆慧谷于 2026 年 1 月 26 日至 2026 年 2 月 9 日通过集中竞 价的方式合计减持公司股份 404,000 股，占公司当前总股本的 0.21%。本次权 益变动后，万兆慧谷持有公司股份 26,874,983 股，占公司当前总股本的 13.97%，权益变动触及 1%的整数倍。具体情况如下： | 1．基本情况 | | | | | --- | --- | --- | --- | | 信息披露义务人 | 天津市万兆慧谷置业有限公司 | | | | 住所 | 天津市南开区红旗路 园) | 218 | 号万兆慧谷大厦 2618(科技 ...

●现金管理种类：银行理财产品 ●投资金额：25,750 万元人民币 证券代码：001269 证券简称：欧晶科技 公告编号：2026-010 债券代码：127098 债券简称：欧晶转债 ●履行的审议程序：内蒙古欧晶科技股份有限公司（以下简称"公司"） 分别于 2025 年 12 月 5 日召开第四届董事会第十五次会议、2025 年 12 月 22 日召开 2025 年第三次临时股东会，会议审议通过了《关于使用部分闲置募集 资金和自有资金进行现金管理并以协定存款方式存放余额的议案》，同意公司 及子公司在保证募集资金投资项目建设和正常经营的情况下，使用总额不超过 人民币 3.3 亿元的暂时闲置募集资金及使用总额不超过人民币 4 亿元的暂时闲 置自有资金进行现金管理，使用期限自公司 2025 年第三次临时股东会审议通 过之日起 12 个月内有效，在前述额度和期限范围内，资金可循环滚动使用。 董事会审计委员会、保荐人均发表了明确同意的意见。具体内容详见公司披露 于巨潮资讯网（www.cninfo.com.cn）的《关于使用部分闲置募集资金和自有 资金进行现金管理并以协定存款方式存放余额的公告》（公告编号：2025- 0 ...

Group 1: Open Market Operations - The central bank conducted a 7-day reverse repurchase operation of 118.5 billion yuan at a fixed rate of 1.40%, with a total bid amount of 118.5 billion yuan and a successful bid amount of 118.5 billion yuan [1] - Additionally, a 14-day reverse repurchase operation of 300 billion yuan was conducted using a fixed quantity and multi-price bidding method [1] - On the same day, 354 billion yuan of reverse repos matured, resulting in a net injection of 64.5 billion yuan, or a net withdrawal of 235.5 billion yuan if excluding the 14-day operation [1] Group 2: Market Liquidity - The interbank market liquidity remains stable but slightly loose, with the weighted average rate of DR001 staying around 1.32% [3] - Overnight quotes in the anonymous click (X-repo) system are around 1.3%, indicating ample supply; non-bank institutions are borrowing overnight against credit bonds at rates around 1.5% or slightly lower [3] - The latest overnight financing rate in the U.S. is reported at 3.69% [3] Group 3: Interbank Certificates of Deposit - The latest transaction rate for one-year interbank certificates of deposit among major banks is around 1.60%, showing a slight decline from the previous day [6] Group 4: Bond Market Overview - Major interest rate bonds in the interbank market have generally seen a decline in yields [8] - The closing prices for government bond futures indicate a rise, with the 30-year main contract up by 0.38%, the 10-year main contract up by 0.08%, the 5-year main contract up by 0.07%, and the 2-year main contract up by 0.04% [14] Group 5: Recent News and Developments - The Ministry of Finance, General Administration of Customs, and State Taxation Administration jointly issued a notice regarding tax exemptions for residents of Hainan Free Trade Port on imported goods within specified limits [12] - The U.S. has officially formed a critical minerals alliance, emphasizing the importance of maintaining a stable and secure global supply chain for critical minerals [12] - U.S. Treasury Secretary Basant noted continued significant inflows of foreign capital into U.S. Treasury bonds and the stock market [15]

Group 1 - Zairun New Energy focuses on the research and development of perovskite battery core materials and equipment, with a strong emphasis on high-purity and high-stability products suitable for large-scale production [1] - The company has completed multiple pilot tests and its product performance has been validated by third-party authorities [1] - Zairun's high-radiation-resistant perovskite precursor materials enhance battery stability in extreme space environments, positioning the company to become a core supplier in the space photovoltaic supply chain [1] Group 2 - Aotwei is a leading domestic photovoltaic equipment enterprise, with early layouts in perovskite production line equipment and technology covering key processes such as laser etching and thin film deposition [2] - The company's self-developed laser repair equipment significantly improves battery yield and is at the forefront of industry standards [2] - Aotwei's equipment optimizes battery manufacturing processes to meet the stringent requirements of space photovoltaic applications, potentially making it a core supplier in this sector [2] Group 3 - Haiyou New Materials is a core supplier of photovoltaic packaging materials, focusing on the development of POE films and back sheets for perovskite batteries [3] - The company has developed radiation-resistant packaging films that ensure long-term stable operation of perovskite batteries in space environments [3] - As the space photovoltaic market scales, Haiyou is positioned to become a key supplier of packaging materials for perovskite batteries [3] Group 4 - Gaoce Co., Ltd. is a leading domestic company in photovoltaic cutting equipment and silicon wafer processing, actively developing ultra-thin silicon cutting technology for perovskite batteries [4] - The company's ultra-thin silicon wafers, with thicknesses as low as 50μm, meet the lightweight requirements of perovskite batteries [4] - Gaoce's technology supports the stringent demands of space photovoltaic applications, positioning it to become a core supplier of silicon wafers for perovskite batteries [4]

2025 年度业绩预亏及子公司停产的公告 中证鹏元资信评估股份有限公司（以下简称"中证鹏元"）对内 蒙古欧晶科技股份有限公司（以下简称"欧晶科技"或"公司"，股 票代码：001269.SZ）及其发行的下述债券开展评级。除评级委托关 系外，中证鹏元及评级从业人员与公司不存在任何足以影响评级行为 独立、客观、公正的关联关系。 中证鹏元资信评估股份有限公司 中证鹏元公告【2026】48 号 中证鹏元关于关注内蒙古欧晶科技股份有限公司 注：上表中宜兴欧清数据为部分产线停产财务数据。 资料来源：公司公告 针对以上事项，中证鹏元结合公司公告以及公司反馈了解到，公 司 2025 年业绩预亏的原因主要系光伏行业内供需错配问题尚未根本 缓解，产业链各环节开工率维持低位，公司产品产能利用率不高，产 品价格仍处于历史低位以及计提资产减值准备增加等因素所致。子公 司天津欧川及宜兴欧清主营业务为对使用后的硅片切削液进行加工 处理实现切削液的再循环利用，近年来光伏行业整体产能利用率下 降，产品配套加工业务下游客户需求减少，天津欧川全部产线及宜兴 欧清部分产线停产主要系出于减少亏损，降低运营成本的考虑。 公司 2025 年业绩亏损上限占 ...

股票代码：001269 股票简称：欧晶科技 债券代码：127098 债券简称：欧晶转债 内蒙古欧晶科技股份有限公司 向不特定对象发行可转换公司债券 2026 年度第一次临时受托管理事务报告 债券受托管理人 二零二六年一月 1 重要声明 本报告依据《公司债券发行与交易管理办法》《内蒙古欧晶科技股份有限公 司与国信证券股份有限公司签订的向不特定对象发行可转换公司债券之受托管 理协议》（以下简称"《受托管理协议》"）《内蒙古欧晶科技股份有限公司向不 特定对象发行可转换公司债券募集说明书》等相关规定、公开信息披露文件、发 行人提供的相关材料等，由本次债券受托管理人国信证券股份有限公司（以下简 称"国信证券"）编制。国信证券对本报告中所包含的从上述文件中引述内容和信 息未进行独立验证，也不就该等引述内容和信息的真实性、准确性和完整性做出 任何保证或承担任何责任。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资者应对相关 事宜做出独立判断，而不应将本报告中的任何内容据以作为国信证券所作的承诺 或声明。在任何情况下，投资者依据本报告所进行的任何作为或不作为，国信证 券不承担任何责任。 2 一、核准文件及核准规模 ...

Group 1 - Shuangliang Energy is expected to report a net loss of between 1.06 billion to 780 million yuan in 2025 [1] - Oujing Technology has halted production at two subsidiaries to reduce losses [1] - Blue Sky Technology's controlling shareholder plans to transfer 2% of shares through inquiry [1] Group 2 - Zhongchong Co. plans to repurchase shares worth 100 million to 200 million yuan for convertible bond conversion [1] - Yitian Intelligent anticipates a total loss of between 186 million to 152 million yuan for the year 2025 [1] - Wannianqing received administrative regulatory measures from Jiangxi Securities Regulatory Bureau due to information disclosure violations [1] Group 3 - Jiangshan Oupai expects a pre-loss of 180 million to 230 million yuan in 2025 [1] - Hebang Bio received a warning letter due to revenue recognition and information disclosure issues [1] - Huazheng Convertible Bond is subject to forced redemption [1] Group 4 - Daotong Convertible Bond will not be forcibly redeemed [2] - Several convertible bonds including Huazheng, Ta21, and others will not undergo adjustments [2] - Lianrui Convertible Bond is set to be listed on January 28 [1]

Core Viewpoint - The company, Oujing Technology, is forecasting a net profit loss of 240 million to 300 million yuan for the year 2025, an improvement from a loss of 536 million yuan in the previous year [1] Company Performance - The expected net profit loss for 2025 is between 240 million and 300 million yuan, compared to a loss of 536 million yuan in the same period last year [1] - The company attributes the performance decline to ongoing adjustments in the photovoltaic industry, which is still experiencing a significant supply-demand mismatch [1] Industry Context - The photovoltaic industry remains in a deep adjustment cycle, with low operating rates across various segments of the supply chain [1] - The sales prices of the company's main products continue to be low, contributing to the overall pressure on the company's operations [1] - Increased provisions for asset impairment have also been noted as a factor affecting the company's financial performance [1]