证券代码：002015 证券简称：协鑫能科 公告编号：2025-054 协鑫能源科技股份有限公司 关于对控股子公司提供担保的进展公告 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。 一、担保情况概述 协鑫能源科技股份有限公司（以下简称"公司"）于 2025 年 4 月 27 日召开 第八届董事会第四十一次会议，审议通过了《关于 2025 年度对外担保额度预计 的议案》。董事会同意 2025 年度公司（含控股子公司）在公司及下属公司申请金 融机构授信及日常经营需要时为其提供对外担保，担保金额上限为 336.69 亿元 人民币，担保方式包括但不限于保证担保、资产抵押、质押等；如果公司及下属 公司在申请金融机构授信及日常经营需要时引入第三方机构为其提供担保，则公 司（含控股子公司）可为第三方机构提供相应的反担保。公司（含控股子公司） 对合并报表范围内子公司提供担保额度为 329.01 亿元人民币，其中为资产负债 率低于 70%的子公司提供担保的额度不超过 117.42 亿元人民币，为资产负债率 高于 70%的子公司提供担保的额度不超过 211.59 亿元人民币；合并 ...

Group 1: Institutional Trading Insights - A total of 28 stocks were listed on the institutional trading leaderboard, with 16 stocks experiencing net buying and 13 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were: Keheng Co., Ltd. (75.16 million), Xiexin Energy Technology (71.78 million), and Bangji Technology (55.89 million) [1][2] Group 2: Company-Specific Developments - Keheng Co., Ltd. saw a net buying of 75.16 million from three institutions, with a stock price increase of 7.97% [2][3] - The company is engaged in research and evaluation of solid-state batteries, focusing on improving safety and energy density by replacing liquid electrolytes with solid electrolytes [3] Group 3: Industry Trends - The short drama industry is experiencing significant growth, with Chinese companies dominating the international market, as evidenced by 41 out of the top 50 overseas short drama applications being developed by Chinese firms [4] - The AI-driven short drama sector is expected to see substantial advancements by 2025, with increased production and user engagement anticipated due to technological improvements [5] - The oil service industry is highlighted by Tongyuan Petroleum, a leader in the composite perforation sector, and the ongoing geopolitical risks affecting global oil prices, particularly due to tensions in the Strait of Hormuz [6]

Market Overview - On June 19, A-shares opened lower and continued to decline, with the Shanghai Composite Index falling by 0.79% to 3362 points, the Shenzhen Component Index down by 1.21%, and the ChiNext Index down by 1.36%, with over 4600 stocks declining across the market [1] - Market focus shifted towards the oil, natural gas, and digital reading sectors [1] High-Performing Stocks - In the oil and gas sector, Zhuan Oil Co. and Shandong Molong achieved five consecutive trading limits, while military stock Beifang Changlong saw a 20% increase over three days [3] - Notable stocks with significant gains include: - Shandong Quanlong: +10.00%, five consecutive limits [4] - Zhuan Oil Co.: +9.96%, five consecutive limits [4] - Beifang Changlong: +20.01%, three limits in five days [4] - Innovation Medical: +10.04%, two limits in three days [4] Trading Activity - The top three net purchases on the Dragon and Tiger list were: - Innovation Medical: net purchase of 207 million [5] - Electric Science Cybersecurity: net purchase of 153 million [5] - Anni Co.: net purchase of 135 million [5] - The top three net sales were: - Limin Co.: net sale of 230 million [7] - Xiexin Energy: net sale of 218 million [7] - Changshan Pharmaceutical: net sale of 178 million [7] Sector Highlights - Innovation Medical focuses on brain-machine interfaces and AI medical models, achieving a trading limit with a turnover of 1.745 billion and a turnover rate of 31.78% [10] - Baida Qiancheng, involved in short drama games and major contract signings, also reached a trading limit with a turnover of 1.077 billion [14] - Electric Science Cybersecurity, which focuses on digital currency and satellite navigation, achieved a trading limit with a turnover of 694 million [18] Institutional Activity - Institutions showed significant interest in several stocks, with net purchases in: - Electric Science Cybersecurity: 35 million [22] - Innovation Medical: 26 million [22] - Shandong Molong: 20 million [22] - Conversely, institutions sold off stocks like Limin Co. and Xiexin Energy, with net sales of 64 million and 71 million respectively [19][22] Conclusion - The market experienced a downward trend with specific sectors like oil and gas showing resilience through notable stock performances. Institutional trading patterns indicate selective interest in high-growth potential stocks, particularly in the technology and healthcare sectors.

协鑫能科（002015）今日跌8.41%，成交额39.80亿元，换手率19.37%，盘后龙虎榜数据显示，深股通专 用席位买入6294.87万元并卖出4687.63万元，二机构专用席位净买入7178.37万元。 ...

Group 1 - The article discusses the potential military involvement of the US in the Middle East, particularly regarding Iran, as President Trump considers options to prevent Iran from developing nuclear capabilities [1] - The article mentions the recent Lujiazui Forum, where the market did not respond positively despite the presence of major industry leaders, focusing instead on infrastructure construction [1] - The article highlights the introduction of new policies for unprofitable companies to list on the ChiNext and Sci-Tech Innovation Board, indicating a shift in market dynamics [1] Group 2 - The article promotes a new foreign research report library that includes reports from major financial institutions like Goldman Sachs and Morgan Stanley [3] - The People's Bank of China emphasized the steady progress of RMB internationalization and proposed eight financial policies to further open the financial system and promote RMB usage [3] - The article notes a significant phenomenon in the market where both ends of the "dumbbell" are simultaneously contracting, indicating extreme market conditions [3] Group 3 - The A-share market showed slight increases across major indices, with the Shanghai Composite Index rising by 0.04% and the Shenzhen Component Index by 0.24% [4] - AI hardware-related stocks led the market, with several companies experiencing significant gains, driven by strong demand for ASIC chips [4] - Military stocks surged due to ongoing tensions in the Middle East, with companies like New Light Optoelectronics and North China Long Dragon hitting their upper limits [5] Group 4 - The article presents data from a Bank of America fund manager survey indicating a strong consensus among managers to short the US dollar, reflecting a significant market sentiment shift [9] - Investor sentiment has reportedly returned to levels reminiscent of a "golden girl bull market," with concerns over trade wars and recession fears easing [11] - The survey also reveals that 54% of respondents believe international stocks will perform best over the next five years, with a notable shift away from US assets [12]

证券代码：002015 证券简称：协鑫能科 公告编号：2025-053 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重 大事项，或处于筹划阶段的重大事项。 协鑫能源科技股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的情况 协鑫能源科技股份有限公司（以下简称"公司"、"本公司"）（证券简称：协 鑫能科，证券代码：002015）股票交易价格连续二个交易日内（2025年6月17日、 2025年6月18日）日收盘价格涨幅偏离值累计超过20%。根据《深圳证券交易所 交易规则》的有关规定，属于股票交易异常波动的情形。 二、公司关注及核实情况说明 针对公司股票异常波动，公司对有关事项进行了核查，现将核实情况说明如 下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生 较大影响的未公开重大信息。 3、近期公司生产经营情况正常，内外部经营环境未发生重大变化。 5、经查询，控股股东、实际控制人在本公司股票交易异常波动期间未买卖 本公司 ...

协鑫能科(002015.SZ)公告称，公司股票交易价格连续两个交易日内收盘价格 涨幅偏离值累计超过 20%，属于股票交易异常波动情形。经核实，公司前期披露的信息不存在需要更正、补充之处，近期公 司生产经营情况正常，内外部经营环境未发生重大变化。公司、控股股东和实际控制人不存在关于本公 司的应披露而未披露的重大事项，或处于筹划阶段的重大事项。 ...

Market Overview - The Shanghai Composite Index slightly increased by 0.04% on June 18, with total market turnover at 1.22 trillion yuan, marking three consecutive trading days below 1.3 trillion yuan [1] - The electronics and computer sectors had transaction volumes exceeding 100 billion yuan, with the electronics index rising by 1.5% and the computer index declining by 0.2% [1] Stock Performance - A total of 49 stocks closed at the daily limit up, while 13 stocks hit the limit down, with an overall limit-up rate of 65.33% [2] - The leading sectors for limit-up stocks included electronics, basic chemicals, and machinery equipment, with 11, 6, and 4 stocks respectively [2] Notable Stocks - Stocks such as Xiexin Energy, Zhun Oil, Shandong Molong, Beiken Energy, and Jinniu Chemical have achieved four consecutive limit-up days [3] - Xiexin Energy's market capitalization surpassed 21 billion yuan, following the announcement of a new company "Ant Xinneng" in collaboration with Ant Group to develop an AI-driven new energy ecosystem [3] PCB Sector Insights - The PCB sector saw significant strength, with stocks like Zhongjing Electronics, Hudian Shares, Yihua New Materials, and Kexiang Shares hitting the limit up [4] - According to Ping An Securities, the demand for high-value products like AI PCBs is expected to enhance the profitability of related companies in the PCB industry [4] Company Developments - Zhongjing Electronics is focusing on high-layer boards and flexible circuits, with an increasing proportion of products above 8 layers and three stages [5] - Hudian Shares has increased investments in key processes, expecting improved capacity by the second half of 2025, with a small-scale production base in Thailand [5] Military-Civil Fusion Sector - Stocks such as Xinguang Optoelectronics, Beifang Changlong, Great Wall Military Industry, and Zhongchao Holdings have also hit the limit up [6] - Xinguang Optoelectronics specializes in high-precision components for weapon systems, while Beifang Changlong focuses on military vehicle equipment [6] Institutional Activity - Zhongchao Holdings had the highest net buying amount from institutional investors, followed by Hudian Shares and others [7] - The net buying amount for Hudian Shares reached 600 million yuan, indicating strong institutional interest [7] ETF Insights - The 500 Quality Growth ETF, tracking the CSI 500 Quality Growth Index, experienced a slight decline of 0.61% over the past five days, with a current PE ratio of 15.84 times [11]

Market Overview - The market saw a slight overall increase, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 0.04%, 0.24%, and 0.23% respectively, while nearly 3,500 stocks declined and about 1,800 stocks rose [4] Stablecoin - Stablecoin concepts are gaining traction, with JD Group's chairman expressing intentions to apply for stablecoin licenses globally to reduce cross-border payment costs by 90% and improve efficiency to under 10 seconds [7] - The People's Bank of China governor highlighted the role of blockchain and distributed ledger technology in enhancing the development of central bank digital currencies and stablecoins, indicating a growing global demand for improved cross-border payment systems [7][8] - Traditional cross-border payment systems are slow, taking 3-5 business days on average, while stablecoins can facilitate direct peer-to-peer settlements, potentially replacing traditional methods in the future [8] Methanol - Methanol stocks are performing well, with Jin Niu Chemical achieving a four-day consecutive increase, driven by strong demand from major production and export regions like Iran amidst geopolitical tensions [9][11] - The market dynamics show a divergence in performance, with some stocks like Jiang Tian Chemical experiencing significant declines while others thrive [14] Military Industry - The military sector is showing strength, with several stocks like Changcheng Military Industry and New Light Optoelectronics hitting their daily limits, driven by ongoing tensions in the Middle East [15][17] - The military sector index rose by 0.68%, reflecting a correlation with oil and gas sectors due to geopolitical factors [17] Innovative Pharmaceuticals - The innovative pharmaceutical sector is experiencing a pullback, with leading stocks like Shutai Shen facing declines, while Changshan Pharmaceutical saw a significant increase of nearly 15%, marking a 200% rise year-to-date [20] - The stock has shown a tenfold increase over two and a half years, indicating strong market interest in weight-loss drugs [20]

证券代码：002015 证券简称：协鑫能科 公告编号：2025-052 协鑫能源科技股份有限公司 关于独立董事任期届满辞职的公告 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。 根据《公司法》《上市公司独立董事管理办法》《深圳证券交易所上市公司 自律监管指引第 1 号——主板上市公司规范运作（2025 年修订）》《公司章程》 的有关规定，曾鸣先生的辞职将导致公司董事会及其专门委员会独立董事所占的 比例不符合法律法规及《公司章程》的有关规定，因此曾鸣先生的辞职申请将在 新任独立董事填补因其辞职产生的缺额后生效。在公司股东大会选举出的新任独 立董事就任前，曾鸣先生仍将依照法律、行政法规和《公司章程》的规定，继续 履行独立董事及董事会专门委员会委员职责。 公司董事会将按照相关规定尽快完成新任独立董事的补选工作。 公司董事会对曾鸣先生在公司任职独立董事期间的勤勉尽职及为公司发展 做出的贡献表示衷心的感谢！ 特此公告。 协鑫能源科技股份有限公司董事会 2025 年 6 月 18 日 协鑫能源科技股份有限公司（以下简称"公司"）董事会于 2025 年 6 月 17 日收到 ...