协鑫能源科技股份有限公司 简式权益变动报告书 上市公司名称：协鑫能源科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：协鑫能科 股票代码：002015 信息披露义务人：浙江金证资产管理有限公司（代表"金证得胜 1 号私 募证券投资基金"） 住所、通讯地址：浙江省台州市椒江区葭沚街道玉兰广场商务大厦 1403 室 权益变动性质：股份增加（协议转让） 签署日期：2025 年 6 月 26 日 信息披露义务人声明 三、依据《中华人民共和国证券法》《上市公司收购管理办法》《公开发行 证券的公司信息披露内容与格式准则第15号——权益变动报告书》的规定，本报 告书已全面披露信息披露义务人在协鑫能源科技股份有限公司中拥有权益的股 份变动情况。 四、截至本报告书签署日，除本报告书披露的信息外，信息披露义务人没有 通过任何其他方式增加或减少其在协鑫能源科技股份有限公司中拥有权益的股 份。 五、本次权益变动是根据本报告书所载明的资料进行的。信息披露义务人没 有委托或者授权任何其他人提供未在本报告书中列载的信息和对本报告书做出 任何解释或者说明。 六、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗漏， 并对其 ...

股票代码：002015 信息披露义务人（一）：上海其辰企业管理有限公司 住所：上海市崇明区长兴镇江南大道 1333 弄 1 号楼（上海长兴海洋装 备产业基地） 协鑫能源科技股份有限公司 简式权益变动报告书 上市公司名称：协鑫能源科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：协鑫能科 通讯地址：苏州市工业园区新庆路 28 号 信息披露义务人（二）：协鑫创展控股有限公司 住所：天津自贸试验区（空港经济区）中心大道华盈大厦 318 房间（纳 百川（天津）商务秘书有限公司托管第 376 号） 通讯地址：苏州市工业园区新庆路 28 号 权益变动性质：股份减少（协议转让） 签署日期：2025 年 6 月 26 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则 第15号——权益变动报告书》等相关法律、法规和规范性文件编写本权益变动报 告书。 二、本报告书的信息披露义务人指上海其辰企业管理有限公司、协鑫创展控 股有限公司。上述各方已约定由上海其辰企业管理有限公司作为指定代表以共同 名义负责统一编制和报 ...

证券代码：002015 证券简称：协鑫能科 公告编号：2025-056 协鑫能源科技股份有限公司 关于控股股东协议转让部分股份暨权益变动的提示性公告 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。 重要内容提示： 1、协鑫能源科技股份有限公司（以下简称"公司"、"上市公司"、"协鑫 能科")控股股东上海其辰企业管理有限公司（以下简称"上海其辰"、"转让 方"）拟通过协议转让方式向浙江金证资产管理有限公司（代表"金证得胜 1 号 私募证券投资基金"）（以下简称"金证得胜 1 号"、"受让方"）转让其持有 的公司 96,130,000 股股份（无限售条件流通股）（以下简称"标的股份"），占 公司总股本的 5.92%。（以下简称"本次交易"、"本次权益变动"、"本次协 议转让"） 本次权益变动后，公司控股股东上海其辰持有公司的股份由 693,413,333 股 减少至 597,283,333 股，占公司总股本的比例由 42.72%减少至 36.79%（占剔除公 司回购专用证券账户股份数量后总股本的比例由 43.85%减少至 37.77%）。上海 其辰及其一致行动人协 ...

Core Viewpoint - GCL-Poly Energy Technology Co., Ltd. (GCL-Poly) has gained significant attention in the secondary market, with its stock price reaching a two-year high following the announcement of a joint venture with Ant Group to establish a new company focused on energy AI applications and Real World Assets (RWA) [2][3]. Group 1: Company Developments - GCL-Poly and Ant Group announced the establishment of a new company named "Ant Xinneng" to target the trillion-dollar energy AI application market and explore new scenarios and solutions related to RWA [2]. - The first global photovoltaic green asset RWA transaction, exceeding 200 million RMB, was completed by GCL-Poly and Ant Group in December 2024 [2]. - The joint venture, Ant Xinneng (Hangzhou) Technology Co., Ltd., was officially established on June 16, 2025, with a registered capital of 30 million RMB [6]. Group 2: Market Context and Trends - RWA is still a "new thing" in the domestic market, primarily issued through overseas markets, with a focus on renewable energy assets that meet criteria of trustworthiness, traceability, and stable returns [3][4]. - The RWA market is projected to exceed $16 trillion globally by 2030, indicating a significant growth opportunity [7]. - The successful issuance of RWA by GCL-Poly highlights a shift towards diverse financing channels in the photovoltaic industry, moving away from traditional bank loans to innovative solutions like REITs and RWA [8]. Group 3: Technical and Regulatory Aspects - RWA is characterized by three ideal asset traits: continuous market growth, clear and transparent returns, and defined market financing needs [4]. - The RWA projects led by GCL-Poly and Ant Group involve 82 MW of distributed photovoltaic power stations in Hunan and Hubei provinces, emphasizing the credibility and traceability of the underlying assets [4][5]. - The standardization of asset verification and data integrity is crucial for the success of RWA, with ongoing efforts to establish technical standards for trustworthy blockchain asset verification [10][11].

证券代码：002015 证券简称：协鑫能科 公告编号：2025-055 关于控股股东及其一致行动人部分股份解除质押暨再质押 的公告 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。 特别提示： 1、公司控股股东及其一致行动人质押股份数量（含本次）占其所持公司股 份数量比例超过 80%，请投资者注意相关风险。 2、本次股份质押融资与上市公司生产经营需求无关。 3、本次股份质押事项不会对上市公司生产经营、公司治理等产生实质性影 响，也不涉及业绩补偿义务履行。 协鑫能源科技股份有限公司（以下简称"公司"、"本公司"、"上市公司"） 近日接到公司控股股东上海其辰企业管理有限公司（以下简称"上海其辰"）及 其一致行动人协鑫创展控股有限公司（以下简称"协鑫创展"）通知，获悉上海 其辰、协鑫创展将其所持有本公司的部分股份办理了解除质押同时进行了再质押， 具体事项如下： 一、股东股份解除质押暨再质押基本情况 （一）控股股东及其一致行动人本次股份解除质押暨再质押基本情况 1、本次股份解除质押基本情况 | 股东 | 是否为控股股 东或第一大股 | 本次解 ...

近期，各券商研究所掀起稳定币研究热潮。据统计，仅过去一周，就有至少16家券商发布24篇研报对稳定 币进行系统研究，其中不乏专题及深度研究。 与此同时，本月以来多只稳定币概念股被机构扎堆调研。券商普遍认为，随着全球各地监管政策的落地，稳定 币行业有望实现合规发展，未来有望在应用广度和深度上不断延伸。 券商掀起稳定币研究热潮 根据券商中国记者不完全统计，仅过去一周（6月15日至6月21日），就有至少16家券商发布24篇研报全面研究 稳定币，内容覆盖宏观、计算机、传媒互联网、金融、区块链等多个行业角度。其中不乏一些券商推出稳定币 专题及深度研究，比如国金证券、中泰证券、东吴证券、天风证券均推出稳定币专题或深度研究，中信证券宏 观、海外、银行、非银等多个研究团队从各个行业角度深入研究。 伴随券商研报密集出炉，路演和电话会议热度也持续攀升。券商中国记者获悉，仅近半个月，券商举办的以稳 定币为主题的电话会议就超过30场，覆盖了政策解读、产业链分析和投资策略等多个维度。 东吴证券首席策略官孙婷认为，稳定币作为一种重要的加密货币，其核心特征在于与特定稳定资产挂钩，以维 持其价值的稳定，并在数字金融领域发挥着日益关键的作用。 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - Stablecoins are emerging as a new global digital currency solution, characterized by asset anchoring, low volatility, and high settlement efficiency, becoming essential tools for on-chain payments and cross-border settlements. The current phase is marked by accelerated policy development and the establishment of compliance frameworks, transitioning stablecoins from a gray area to institutionalized development. A diverse ecosystem of stablecoins is expected to coexist in the future [2] - Real World Assets (RWA) emphasize the digital circulation of real-world assets (such as photovoltaic and real estate rights) through on-chain verification and mapping. The initial focus is on green energy and industrial equipment assets, with preliminary mechanisms for on-chain yield mapping and cross-border issuance established. RWA is transitioning from a technical concept to a verifiable and tradable asset form, entering a phase driven by practical demand [2] Summary by Sections 01 Stablecoins: A Global Digital Currency Solution - Stablecoins are designed to maintain price stability, typically pegged to fiat currencies or commodities, and are increasingly used for transactions and value storage. They play a crucial role in the volatile cryptocurrency market, particularly in cross-border payments [10] - The development of stablecoins in Hong Kong is supported by the establishment of a digital currency infrastructure, with the Hong Kong Monetary Authority (HKMA) initiating the digital Hong Kong dollar project and conducting trials for tokenized asset settlements [16][19] - The HKMA's regulatory sandbox for stablecoin issuers is progressing, with several institutions participating in testing mechanisms for issuance and reserve management [19] 02 RWA: From Concept to Implementation - RWA is defined as non-digital assets and related rights that are tokenized for on-chain trading. As of June 2025, the total value of global on-chain RWA assets has surpassed $23.3 billion [36] - Stablecoins serve as a bridge between traditional finance and the crypto world, enhancing liquidity and efficiency in RWA transactions, and enabling innovative financial products [37][41] - The integration of stablecoins with RWA facilitates cross-border payments and reduces transaction costs, making it easier for investors to engage in fragmented asset investments [44] 03 Industry Chain and Development Status: Policy-Driven, Compliance-Enhanced - The industry is supported by a three-tier structure: upstream providing technology and compliance support, midstream focusing on asset tokenization, and downstream involving applications in payments and investments [58] - The overall industry is still in an exploratory phase, with significant room for improvement in infrastructure, legal frameworks, and application ecosystems [58] - The report highlights the competitive landscape, noting key players such as Ant Group and JD.com, which are actively developing stablecoin and RWA projects [74][81]

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.