Group 1 - TCL Zhonghuan announced an investment in Yida New Energy Technology Co., Ltd., which specializes in the research, manufacturing, and sales of high-efficiency solar cells and photovoltaic modules [1] - Yida New Energy has ranked high in the national bidding for N-type modules in 2023 and has accumulated years of R&D reserves in various application scenarios and BC battery technology [1] - The transaction aims to gradually eliminate inefficient production capacity and build a new technology and application ecosystem, with plans to improve operational conditions through empowerment and collaboration [1] Group 2 - TCL Zhonghuan released a profit forecast for 2025, expecting a net loss attributable to shareholders between 8.2 billion to 9.6 billion yuan, compared to a loss of 9.818 billion yuan in the previous year [2] - The company anticipates a non-recurring net profit loss between 8.6 billion to 9.8 billion yuan for the same period [2]

Core Viewpoint - TCL Zhonghuan announced plans to invest in Yidao New Energy Technology Co., Ltd. to leverage its technological, scale, and efficiency advantages, accelerating the company's moderate integration strategy [1] Group 1: Company Overview - Yidao New Energy Technology Co., Ltd. specializes in the research, manufacturing, and sales of high-efficiency solar cells, photovoltaic modules, and system applications [1] - The company has ranked among the top in the national bidding volume for N-type modules in 2023, indicating strong market presence [1] Group 2: Strategic Implications - The investment aims to enhance TCL Zhonghuan's competitive edge in the renewable energy sector by utilizing Yidao's accumulated technological reserves in various application scenarios and BC battery technology [1]

Core Viewpoint - TCL Zhonghuan announced an investment in Yida New Energy Technology Co., Ltd. to leverage its technological, scale, and efficiency advantages, accelerating the company's moderate integration strategy [1] Group 1: Investment Details - The investment aims to optimize existing production capacity and achieve vertical and horizontal expansion of the company's industrial chain [1] - Yida New Energy specializes in the research, manufacturing, and sales of high-efficiency solar cells, photovoltaic modules, and system applications, ranking among the top in the country for N-type module bids in 2023 [1] Group 2: Strategic Objectives - The investment will synergize with the patented technology of the company's controlling subsidiary and the production capacity advantages of Yida New Energy's BC battery module process, accelerating the conversion of patented technology and building a complete technological barrier [1] - The investment will be executed through share acquisition, voting rights delegation, and capital increase, with the main shareholders planning to transfer all or part of their shares in Yida New Energy [1]

Core Viewpoint - The global photovoltaic market is experiencing a supply-demand imbalance, with the industry remaining at the bottom of the cycle. The domestic new energy electricity market entry policy has led to adjustments in project revenue models, indicating a profound transformation in the photovoltaic industry [1] Group 1: Company Strategy - TCL Zhonghuan plans to invest in Yida New Energy Technology Co., Ltd. to leverage its technological, scale, and efficiency advantages, accelerating the company's moderate integration strategy [1] - Yida New Energy specializes in the research, manufacturing, and sales of high-efficiency solar cells, photovoltaic modules, and system applications, ranking high in the national bidding volume for N-type modules in 2023 [1] Group 2: Industry Trends - The photovoltaic industry is facing significant changes due to the new energy electricity market policies and ongoing supply-demand imbalances [1] - The company is considering various factors such as industry chain ecological positions, technological layouts, product applications, and customer compositions in its strategic decisions [1]

证券代码：002129 证券简称：TCL 中环 公告编号：2026-005 1 TCL 中环新能源科技股份有限公司 关于筹划对外投资暨签署合作框架意向书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 特别提示： 1、TCL 中环新能源科技股份有限公司（以下简称"公司"或"TCL 中环"）本次拟 对外投资事项尚处于筹划阶段，投资事项及方案仍需进一步论证和沟通协商，尚存在不确 定性。 2、本次签署的《合作框架意向书》（以下简称"《意向书》"）仅为意向性框架协 议，具体的投资方式及投资条款以各方签署的正式协议为准。 3、本次交易方案尚不确定，预计不构成关联交易，预计不构成重大资产重组，具体 尚待各方协商后确定。本次交易可能尚需履行公司相关决策程序及国家有关部门批准或备 案后方可生效，公司将严格按照相关规定履行审议程序，并及时履行信息披露义务。敬请 广大投资者注意投资风险。 一、对外投资概述 全球光伏市场供需持续失衡，行业继续在周期底部徘徊；国内新能源电量全面入市政 策导致项目收益模型调整，光伏行业面临深刻变革。基于行业趋势判断，并充分考量双方 产业链生态位、技 ...

Core Viewpoint - TCL Zhonghuan announced plans to invest in Yida New Energy Technology Co., Ltd., with preliminary counterparties including Liu Yong and Quzhou Zhida Enterprise Management Partnership, indicating a strategic move to enhance competitiveness and promote industry consolidation [1] Group 1: Investment Details - The main shareholders of Yida New Energy include Quzhou Zhida (holding 17.4597%) and Liu Yong (holding 12.6048%) [1] - The investment will involve the transfer of shares, and post-transaction, the board of directors of the target company will be restructured, granting the investors board nomination rights [1] - The investment is currently in the planning stage, with uncertainties surrounding the transaction scheme, which is expected to be a non-related party transaction and a significant asset restructuring [1] Group 2: Industry Implications - The investment is anticipated to enhance the company's competitiveness within the industry and facilitate industry consolidation [1]

Core Viewpoint - The company plans to invest in Yida New Energy Technology Co., Ltd. to leverage its technological, scale, and efficiency advantages, accelerating the implementation of its moderate integration strategy [1] Group 1: Company Strategy - The investment aims to enhance the company's strategic positioning in the renewable energy sector [1] - Yida New Energy specializes in the research, manufacturing, and sales of high-efficiency solar cells, photovoltaic modules, and system applications [1] Group 2: Market Position - As of 2023, Yida New Energy ranks among the top in the national bidding volume for N-type modules [1] - The company has accumulated years of technological reserves in various application scenarios and BC battery technology [1]

近日，财政部、税务总局发布了一项新政策，自2026年4月1日起，取消光伏等产品增值税出口退税。这 意味着，我国光伏行业自2013年首次获得这项出口支持政策以来，将正式告别出口退税红利。 不过，为了给企业留出适应时间，政策对电池类产品设置了"缓冲期"。2026年4月1日到2026年12月31日 期间，将电池产品的增值税出口退税率由9%下调至6%;2027年1月1日起，取消电池产品增值税出口退 税。 SMM光伏分析师陈家辉告诉《华夏时报》记者，本次取消出口退税事件的影响将不亚于去年"531"事 件。2026年1至3月，电池组件出口量或将呈翻倍增长，光伏企业将利用这段窗口期合法取得退税。 市场出现抢货 值得关注的是，此次出口退税取消，具体包括四个商品名称：一是直径在15.24厘米以上，厚度在220微 米以上的经掺杂用于电子工业的单晶硅切片;二是直径在15.24厘米以上，厚度在220微米及以下的经掺 杂用于电子工业的单晶硅切片;三是未装在组件内或组装成块的光电池;四是已装在组件内或组装成块的 光电池，波及硅片、电池片、组件等产品。 另外，如果这些产品涉及征收消费税，出口消费税政策不作调整，继续适用消费税退(免)税政策 ...

Core Viewpoint - The 2025 China Enterprise ESG "Golden Responsibility Award" aims to recognize companies that have made significant contributions to ESG (Environmental, Social, and Governance) practices, with over 5,000 enterprises participating in the evaluation process [1][4]. Group 1: ESG Services and Initiatives - Sina Finance ESG Rating Center offers 14 ESG services, including information, reports, training, and consulting, to help listed companies promote ESG concepts and enhance their sustainable development performance [1][4]. - In 2025, many quality enterprises in China are actively practicing their responsibilities in environmental, social, and governance aspects, while domestic financial institutions are steadily advancing in the field of ESG responsible investment [1][4]. Group 2: Award Selection and Winners - The award selection process involved over three months of competition, combining ESG performance, professional evaluation scores, and online voting results [1][4]. - The winners of the 2025 China Enterprise ESG "Golden Responsibility Award" for Best Corporate Governance include Zijin Mining, SF Holding, ZTE Corporation, Industrial Fulian, JA Solar, SANY Heavy Industry, Nanjing Steel, Bright Dairy, TCL Zhonghuan, and Fuyao Glass [2][5]. Group 3: ESG Rating Center Overview - The Sina Finance ESG Rating Center is the first Chinese ESG professional information and rating aggregation platform, dedicated to promoting sustainable development and responsible investment [3][6]. - The center aims to establish ESG evaluation standards suitable for China's characteristics and promote the development of ESG investment in the asset management industry [3][6].

Core Insights - The official WeChat public account ranking for the photovoltaic industry in the first week of January 2026 has been released, showcasing the communication performance of various companies based on total reading numbers and other engagement metrics [1]. Group 1: Company Rankings - Tongwei Group ranks first with a total reading count of over 150,000, publishing 13 articles with an average reading of 11,569.10 per article [4][10]. - Jinko Solar follows in second place with over 107,000 total readings from 7 articles, achieving an average reading of 15,287.30 per article [4][10]. - Aiko Solar ranks third with a total reading count of 27,626 from 6 articles, maintaining stable reading numbers around 8,000 for its series [4][10]. - Longi Green Energy and its subsidiary Longi Solar rank fourth and sixth, respectively, with total readings of 14,498 and 8,572 [11][10]. - Trina Solar and JA Solar maintain stable content output, ranking fifth and seventh with total readings of 8,615 and 7,702 [11][10]. Group 2: Notable Articles - Jinko Solar's article titled "Opening the Grand Blueprint for the Next 20 Years" achieved a remarkable reading count of 95,999, significantly contributing to its overall performance [10]. - The article "2025 Major Events of Sungrow" by Sungrow, although not in the top ten, garnered 73,641 readings, marking it as a standout piece in the industry [10]. - Tongwei Group's articles, including "The Power of Role Models!" and others, also received high engagement, with readings of 34,130 and 25,652 respectively [12][10].