Group 1 - The current development of the renewable energy industry faces challenges such as "data fog" and "asset solidification," leading to a trust deficit among investors and higher investment thresholds. RWA effectively addresses the connection between assets and the capital chain [1] - RWA refers to the digitization of assets, the valuation of data, and the tokenization of value. The industry must provide credible, transparent, assessable, and accessible high-quality renewable energy assets [1] - The introduction of new digital asset policies in Hong Kong presents new opportunities for global industrial digitization and green financial innovation [1] Group 2 - In December 2024, the company plans to sign a strategic agreement with Ant Group to complete over 200 million RMB in photovoltaic green asset RWA [2] - In March 2025, the company will collaborate with Ant Group to release a time-sequenced large model use case for energy AI, aimed at enhancing the efficiency of power resource development and operational service yields [2] - On June 12, the company announced the establishment of a new company, Ant Xineng, in partnership with Ant Group to create an AI-driven renewable energy ecosystem [2]

Core Viewpoint - The photovoltaic industry is beginning to explore financial innovations, particularly through the tokenization of real-world assets (RWA), which can enhance financing options and allow ordinary investors to participate in the sector [2][3][4]. Group 1: RWA's Impact on the Photovoltaic Industry - RWA represents an innovative financing method that digitizes hard-to-split and illiquid assets like solar power plants, enabling them to be traded in the Web 3.0 ecosystem [5][6]. - The successful issuance of RWA by GCL-Poly Energy, which raised over 200 million RMB in cross-border financing, marks a significant milestone for the photovoltaic sector [3][4]. - The introduction of RWA is expected to transform the heavy asset nature of the photovoltaic industry, providing new avenues for financing and investment [4][14]. Group 2: Changes in Financing and Market Dynamics - The photovoltaic sector is experiencing a shift in its underlying logic, with many state-owned enterprises looking to divest solar projects due to changing market conditions [12][13]. - The competition landscape is evolving, with local state-owned enterprises and investment platforms taking the lead in acquiring solar assets previously held by central state-owned enterprises [12][13]. - GCL-Poly Energy's RWA issuance is seen as a new exit strategy for investors, allowing global participation in the photovoltaic market [14][15]. Group 3: RWA Issuance Process - The RWA issuance process involves a combination of asset and data chains, requiring clear asset ownership and stable revenue predictions [16]. - The issuance of RWA necessitates the involvement of various intermediaries, including asset appraisers, auditors, and legal advisors, to ensure compliance with regulations [21][22]. - The digitalization of assets leads to the creation of tradable tokens representing the rights to the revenue generated by solar power plants, with the first issuance targeting licensed investment institutions in Hong Kong [18][27]. Group 4: Future Prospects and Ecosystem Development - The potential for RWA issuance extends beyond the photovoltaic sector to other high-information industries such as energy, finance, and healthcare [21]. - The development of a robust ecosystem for RWA is still in its early stages, requiring more asset providers and funding participants to engage [25]. - Major photovoltaic asset holders are showing interest in RWA, indicating a growing trend towards this financing model as regulatory frameworks evolve [26][27].

Group 1 - The stock price of GCL-Poly Energy closed at 11.55 yuan on August 4, 2025, down 1.11% from the previous trading day [1] - The trading volume on that day was 381,110 lots, with a total transaction amount of 439 million yuan [1] - GCL-Poly Energy operates in the power industry, focusing on clean energy generation, cogeneration, and comprehensive energy services [1] Group 2 - As a key energy enterprise in Jiangsu Province, GCL-Poly Energy's business covers multiple areas including renewable energy generation and energy conservation [1] - On August 4, the net outflow of main funds for GCL-Poly Energy was 42.31 million yuan, accounting for 0.23% of its circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 535 million yuan, representing 2.85% of its circulating market value [1]

Core Viewpoint - GCL-Poly Energy Holdings Limited has signed an investment project in Changsha, marking the establishment of its Central China regional headquarters, which aims to enhance its market presence in the green energy sector [1] Group 1: Company Overview - GCL-Poly Energy Holdings Limited is a leading green low-carbon technology enterprise focusing on various forms of renewable energy, including wind, solar, hydrogen, and ammonia [1] - The company has consistently ranked among the top 500 global renewable energy companies and the top 500 Chinese enterprises in the renewable energy sector [1] Group 2: Project Details - The project involves the construction of the GCL-Poly Central China regional headquarters in the Longping Industrial Development Zone, aimed at integrating green energy operations across Hunan, Hubei, and Jiangxi provinces [1] - The headquarters will facilitate centralized project management and market expansion, reinforcing the company's leadership position in the renewable energy field in Central China and nationwide [1] Group 3: Strategic Importance - The decision to establish the headquarters in the Longping Industrial Development Zone is influenced by the area's favorable location, excellent business environment, and supportive enterprise services [1] - The project is expected to inject new momentum into the industrial development of the zone, with local authorities expressing commitment to providing optimal services to support GCL-Poly's growth and encouraging further investments from related industries [1]

Core Viewpoint - The implementation of the "Stablecoin Regulation" in Hong Kong on August 1, 2025, marks the establishment of the world's first comprehensive regulatory framework for fiat-backed stablecoins, facilitating the development of tokenized assets in the renewable energy sector [1] Group 1: Regulatory Framework and Initiatives - The Hong Kong Monetary Authority launched the Ensemble project sandbox in August last year to explore various use cases for tokenized assets, with a focus on "green and sustainable finance" [1] - The first domestic RWA based on renewable energy assets was completed by Longxin Group and Ant Group in Hong Kong, amounting to approximately 100 million RMB, aimed at supporting small and medium-sized operators in the energy sector [3][5] - The first global RWA for photovoltaic green assets was finalized by GCL-Poly Energy and Ant Group in December 2024, with financing exceeding 200 million RMB [3][5] Group 2: Key Projects and Financing - Longxin Group's project involved tokenizing charging stations as RWA, with each digital asset representing a portion of the revenue rights from the corresponding charging station [3][5] - GCL-Poly Energy's RWA project is anchored by 82 MW of distributed photovoltaic power stations in Hunan and Hubei provinces, with reported electricity sales revenue of 5.2 billion RMB in the previous year [3][4] - The first RWA based on battery swap assets was successfully completed by Xunying Group in March 2025, involving several tens of millions of Hong Kong dollars [4][5] Group 3: Challenges and Solutions - Key challenges in the operation of these projects include ensuring asset authenticity, data accuracy, and timeliness [2][9] - The transition of off-chain data to on-chain platforms poses significant challenges, with industry experts emphasizing the need for independent verification and cross-validation of data [9][10] - Recommendations for improving the RWA model include enhancing digital infrastructure at the asset level, providing clearer regulatory guidelines, and facilitating cross-border transactions [12][13]

证券代码：002015 证券简称：协鑫能科 公告编号：2025-064 协鑫能源科技股份有限公司（以下简称"公司"）第八届董事会第四十四次 会议通知于 2025 年 7 月 25 日以书面及电子邮件形式发出，会议于 2025 年 7 月 董事 9 名，实际出席董事 9 名。全体董事均亲自出席了本次董事会。公司高级管 理人员列席了会议。会议由董事长朱钰峰先生主持，会议符合《公司法》和《公 司章程》的有关规定，会议召开合法有效。 二、董事会会议审议情况 会议经表决形成以下决议： 候选人的议案》，本议案尚需提交公司股东会审议； 鉴于公司第八届董事会任期即将届满，根据《公司法》和《公司章程》的有 关规定，现进行董事会换届选举。公司第九届董事会由 9 人组成，其中非独立董 事 6 人，独立董事 3 人。经公司董事会提名委员会资格审查，公司董事会提名朱 钰峰先生、朱共山先生、费智先生、朱战军先生、顾增才先生、彭毅先生为公司 第九届董事会非独立董事候选人。 董事会同意提名朱钰峰先生、朱共山先生、费智先生、朱战军先生、顾增才 先生、彭毅先生为公司第九届董事会非独立董事候选人，并提请股东会选举。 上述非独立董事候选人任期三年， ...

协鑫能源科技股份有限公司 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： ? 股东会召开日期：2025年8月15日（周五）14:00 ? 股权登记日：2025年8月12日（周二） 协鑫能源科技股份有限公司（以下简称"公司"）第八届董事会第四十四次 会议决定于2025年8月15日（周五）召开公司2025年第四次临时股东会，审议董 事会提交的相关议案，现将本次股东会的有关事项通知如下： 证券代码：002015 证券简称：协鑫能科 公告编号：2025-065 一、召开会议的基本情况 公司股东会规则》等有关法律法规及《公司章程》的规定。 截至股权登记日（2025 年 8 月 12 日）下午收市时在中国结算深圳分公司登 记在册的公司全体普通股股东均有权出席股东会，并可以以书面形式委托代理人 出席会议和参加表决，该股东代理人不必是公司股东（授权委托书格式见附件 2）。 （2）公司董事和高级管理人员； （3）公司聘请的律师。 （1）现场会议时间：2025年8月15日（周五）14:00 （2）网络投票时间：2025年8月15日 其中，①通过深圳证券交易所交易系 ...

证券日报网讯 7月30日晚间，协鑫能科发布公告称，公司第八届董事会第四十四次会议审议通过了《关 于提请召开2025年第四次临时股东会的议案》等多项议案。 （文章来源：证券日报） ...

（编辑 任世碧） 证券日报网讯 7月30日晚间，协鑫能科发布公告称，公司第八届董事会第四十四次会议审议通过了《关 于董事会换届选举暨提名公司第九届董事会非独立董事候选人的议案》《关于董事会换届选举暨提名公 司第九届董事会独立董事候选人的议案》，公司董事会同意提名朱钰峰先生、朱共山先生、费智先生、 朱战军先生、顾增才先生、彭毅先生为公司第九届董事会非独立董事候选人，提名罗正英女士、刘敦楠 先生、奚力强先生为公司第九届董事会独立董事候选人。 ...

Group 1 - The company, GCL-Poly Energy Holdings Limited (协鑫能科), announced that it will hold its fourth extraordinary general meeting of shareholders on August 15, 2025 [1] - The agenda for the meeting includes the review of the proposal regarding the election of the non-independent director candidates for the company's ninth board of directors [1]