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]

证券日报网讯2月3日，苏州固锝（002079）在互动平台回答投资者提问时表示，截至2026年1月30日， 公司股东户数为106368户。 ...

格隆汇2月3日丨苏州固锝(002079.SZ)在投资者互动平台表示，公司目前尚未与SpaceX开展合作，公司 全资子公司苏州晶银作为第一批真正实现银浆国产化的企业之一，目前低温银浆全球领先。 ...

此次定增的预案于2024年8月提出，公司拟募资8.87亿元，其中3.41亿元用于建设年产太阳能电子浆料500吨项目。苏州固锝当下的年产能为800吨/年，也就 是说，该项目经历T+5年达产后，公司产能将增长62.5%，达到1300吨/年。 出品：新浪财经上市公司研究院 作者：光心 近日，苏州固锝的定增方案终于获得通过。 然而，从苏州固锝近期的业务表现来看，其光伏银浆业务正经历着产能利用率和毛利率的"双杀"，此时兴建产能，其背后的产能消化风险及项目盈利风险难 以忽视。 银价上涨带来盈利压力 募投项目产品毛利率低于设计预期 白银兼具金融与工业双重属性，其金融属性定价通常以黄金为基准，而商品属性则由供需平衡决定。近期美联储主席被调查等事件引发避险情绪，叠加光 伏、新能源等工业领域的白银需求带来价格支撑，白银价格出现高涨。 据Wind EDB数据，2025年，上海金交所白银现货价格持续上涨，三季度以来增长曲线开始变得陡峭，年末更是直接进入"飙涨"模式。2025年11月28日到 2026年1月29日，其价格从12669元/千克迅速上涨至29998元/千克，2个月时间便实现翻倍。 2025年来银价变动情况（资料来源：Win ...

格隆汇1月29日丨苏州固锝(002079.SZ)近日接受特定对象调研时表示，目前，公司已经成功研发钙钛矿 叠层电池超低温银浆，在客户端测试验证优异，产品性能指标处于行业先进水平。 ...

格隆汇1月29日丨苏州固锝(002079.SZ)近日接受特定对象调研时表示，目前，公司已经成功研发钙钛矿 叠层电池超低温银浆，在客户端测试验证优异，产品性能指标处于行业先进水平。 ...

Group 1: Product Development - Suzhou Jingyin began developing heterojunction paste in 2017, becoming one of the first companies in China to produce it at scale, overcoming early foreign monopolies [1] - The company launched silver-coated copper technology in 2021, significantly reducing the cost of heterojunction battery paste, and has successfully developed a silver-coated copper paste with 10% silver content [1][2] - The company is also expanding the application of heterojunction paste in other fields, including space photovoltaics, addressing specific challenges related to environment and radiation [2] - The company has successfully developed ultra-low temperature silver paste for perovskite stacked batteries, achieving advanced performance metrics in industry testing [3] Group 2: Financial Management - As of September 30, 2025, the consolidated asset-liability ratio of Suzhou Gude is around 20%, indicating a healthy financial position [4] - The company has strategically reduced market share with high-risk clients to manage accounts receivable risks, ensuring that the scale of receivables remains within a controllable range [4] Group 3: Market Dynamics - High silver prices have positively impacted the company's silver paste business, leading to increased acceptance of the silver-coated copper solution among clients [5] - The overseas photovoltaic market is expected to grow faster than the domestic market in 2026, with the company establishing a silver paste production base in Malaysia to benefit from this growth [8] Group 4: Product Offerings and Strategy - The company's silver paste shipments are primarily high-temperature silver paste, with low-temperature silver paste accounting for approximately 10%-20% of total shipments [8] - The company maintains an open attitude towards mergers and acquisitions, focusing on business compatibility and future management considerations [8]

证券日报网讯1月28日，苏州固锝（002079）在互动平台回答投资者提问时表示，公司全资子公司苏州 晶银低温浆料市占率全球第二，10%低银含银包铜浆料产品实现量产，产品性能与高银含相当，在同类 产品中具有一定的成本优势；本次被诉相关专利属于高温浆料，不涉及低温浆料。苏州晶银作为第一批 真正实现银浆国产化的企业，其产品均基于自主知识产权。截至目前，公司尚未收到相关文件。若有进 展将及时公告，并通过法定程序维护公司及全体股东的合法权益。 ...

证券日报网讯1月27日，苏州固锝（002079）在互动平台回答投资者提问时表示，公司子公司苏州晶银 作为第一批真正实现银浆国产化的企业，其产品均基于自主知识产权。 ...

苏州固锝（002079.SZ）1月27日在投资者互动平台表示，公司子公司苏州晶银作为第一批真正实现银浆 国产化的企业，其产品均基于自主知识产权。截止目前，公司尚未收到相关文件。若有进展将及时公 告，并通过法定程序维护公司及全体股东的合法权益。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：看到贵司子公司涉及友商所诉事项是否属实？ ...