晶澳太阳能科技股份有限公司 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。 证券代码：002459 证券简称：晶澳科技 公告编号：2025-069 债券代码：127089 债券简称：晶澳转债 晶澳太阳能科技股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日召开 司章程及相关议事规则的议案》，具体内容请详见公司于 2025 年 7 月 1 日披露的 《2024 年度股东大会决议公告》（公告编号：2025-055）。 近日，公司完成了注册资本工商变更登记手续，并取得了邢台市行政审批局核 发的《营业执照》 ，具体登记信息如下： 统一社会信用代码：91130300601142274F 公司名称：晶澳太阳能科技股份有限公司 公司类型：股份有限公司（上市、自然人投资或控股） 法定代表人：靳保芳 注册资本：人民币 3,309,679,544 元 成立日期：2000 年 10 月 20 日 住所：河北省宁晋县新兴路 123 号 经营范围：生产、加工单晶硅棒、单晶硅片；生产太阳能电池、组件；研制、 开发太阳能系列产品；销售太阳能电池、组件及相关产品与原材料；太阳 ...

证券日报网讯 7月31日晚间，晶澳科技发布公告称，公司于2025年6月30日召开2024年度股东大会，审 议通过了《关于变更公司注册资本的议案》《关于修订公司章程及相关议事规则的议案》。近日，公司 完成了注册资本工商变更登记手续，并取得了邢台市行政审批局核发的《营业执照》。 （文章来源：证券日报） ...

Investment Rating - The report assigns an "Overweight" rating for the solar energy industry, indicating a projected performance exceeding the Shanghai and Shenzhen 300 Index by more than 15% [2][12]. Core Insights - The announcement of the component bidding by Huadian on July 29 is expected to promote the application of new technologies, benefiting manufacturers with advanced product supply capabilities [4]. - The bidding includes a total procurement scale of 20GW, with a specific focus on high-efficiency N-type TOPCon and HJT components, which are anticipated to command a premium due to their performance requirements [5]. - The report highlights that only a few advanced products currently meet the stringent efficiency requirements set forth in the bidding, suggesting a potential for market consolidation around high-quality offerings [5]. - The new technology applications are expected to accelerate the industry's move away from price competition, aligning with recent policy directives aimed at enhancing product quality and phasing out outdated capacities [5]. Summary by Sections Bidding Announcement - Huadian Group's procurement announcement includes two segments, with Segment Two requiring a conversion efficiency of at least 23.8% for N-type TOPCon, HJT, and BC products, with a total scale of 2GW [5]. Industry Trends - Recent policy signals indicate a recovery in the supply chain pricing and a push for renewable energy consumption responsibilities, which are expected to positively impact the solar industry [5]. Recommended Stocks - The report recommends focusing on companies with advanced product supply capabilities, including Longi Green Energy, Aiko Solar, JinkoSolar, Tongwei, JA Solar, Trina Solar, Dier Laser, and Laplace [5][6].

| 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-069 | | --- | --- | --- | | 债券代码：127089 | 债券简称：晶澳转债 | | 晶澳太阳能科技股份有限公司 经营范围：生产、加工单晶硅棒、单晶硅片；生产太阳能电池、组件；研制、 开发太阳能系列产品；销售太阳能电池、组件及相关产品与原材料；太阳能光伏并 网发电、电量销售；太阳能光伏电站的开发、建设、运营、管理、维护；货物及技 公司名称：晶澳太阳能科技股份有限公司 公司类型：股份有限公司（上市、自然人投资或控股） 法定代表人：靳保芳 注册资本：人民币 3,309,679,544 元 成立日期：2000 年 10 月 20 日 住所：河北省宁晋县新兴路 123 号 术进出口；从事太阳能电池领域的技术开发、技术转让；厂房租赁；场地租赁；电 气设备租赁（涉及行政许可的，凭许可证经营）**（依法须经批准的项目，经相关部 门批准后方可开展经营活动）。 特此公告。 晶澳太阳能科技股份有限公司 关于完成注册资本工商变更登记的公告 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 ...

Market Overview - The photovoltaic equipment sector experienced a decline of 3.92% on July 31, with Daqo Energy leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Stock Performance - Notable stock performances included: - Daqo Energy (688303) closed at 25.90, down 7.50% with a trading volume of 251,700 shares and a transaction value of 662 million [2] - Tongwei Co. (600438) closed at 20.43, down 6.50% with a trading volume of 1,526,100 shares and a transaction value of 3.152 billion [2] - Longi Green Energy (601865) closed at 16.28, down 5.40% with a trading volume of 308,200 shares and a transaction value of 512 million [2] Capital Flow - The photovoltaic equipment sector saw a net outflow of 3 billion from institutional investors, while retail investors contributed a net inflow of 2.625 billion [2] - The capital flow for individual stocks showed varied trends, with some stocks experiencing significant net inflows from retail investors despite overall sector outflows [3]

A股午后光伏概念持续走弱，大全能源、通威股份、亿晶光电均跌超5%，晶澳科技、合盛硅业、爱旭 股份、福莱特等跌幅靠前。 ...

光伏概念持续下挫 大全能源等多股跌超5% 智通财经7月31日电，午后光伏概念持续走弱，大全能源、通威股份、亿晶光电均跌超5%，晶澳科技、 合盛硅业、爱旭股份、福莱特等跌幅靠前。 ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监（CFO）群体薪酬规模合计达42.70亿元，平均年薪 为81.48万元。 美的集团财务总监钟铮年薪946万元最高 焦作万方财务总监焦纪芳涨薪309.53万元第一 焦作万方财务总监焦纪芳薪酬从2023年的101.76万元，提升至2024年的411.29万元，涨薪309.53万元， 成为A股CFO涨薪榜第一名。 蓝英装备财务总监余之森薪酬从2023年的15万元，提升至2024年的320.1万元，涨薪305.1万元，成为A 股CFO涨薪榜第二名。 海大集团财务总监杨少林从2023年的198.42万元，提升至2024年的425.81万元，涨薪227万元，成为A股 CFO涨薪榜第三名。 隆基绿能财务总监刘学文薪酬暴跌49.01%，降低433.64万元 隆基绿能财务总监刘学文2024年薪451.11万元，前一年为 ...

7月29日，晶澳科技（002459）与菲律宾企业Advance Prime Power Corporation在北京正式签署战略合作 备忘录，标志着晶澳科技东南亚市场布局再获重要突破。Advance Prime Power Corporation是菲律宾本 地快速成长的新能源投资企业，专注于光伏、风电、水电与储能等绿色能源领域，拥有丰富的项目开发 经验与区域资源优势，目前正在积极拓展菲律宾及东南亚地区的布局和影响力。(人民财讯) ...

Core Insights - The 2025 Photovoltaic Green Supply Chain Seminar highlighted the progress of leading companies like Longi, Jinko, and Tongwei in promoting green low-carbon transformation, despite the ongoing increase in carbon emissions within the photovoltaic industry [1][2][4] Group 1: Industry Performance - In Q1 2025, China's total installed capacity for wind and solar power reached 74.33 million kilowatts, surpassing thermal power for the first time, with solar power alone accounting for 94.6 million kilowatts [2] - By the end of May 2025, China's solar installed capacity exceeded 100 million kilowatts, with Chinese solar components now representing 83.41% of the global market [2] - The evaluation covered 55 photovoltaic-related companies, revealing significant renewable energy utilization among 40 companies, which collectively used 57.1 million megawatt-hours of renewable energy in 2024, resulting in a reduction of over 32.55 million tons of CO2 equivalent [2] Group 2: Carbon Emissions and Goals - Despite advancements, carbon emissions from photovoltaic companies remain high, with 44 companies reporting a total of 105 million tons of CO2 equivalent emissions in the last year [3] - The total carbon emissions for 24 companies that disclosed data for three consecutive years increased from 45.23 million tons in 2022 to 70.57 million tons in 2024, marking a 46.6% increase from 2022 to 2023 [3] - Seven companies committed to achieving carbon neutrality across their value chains by 2050, while six companies included supply chain reduction targets [4] Group 3: Environmental Management - Over 80% of leading companies disclosed green supply chain management requirements, with 10 companies extending environmental risk management to raw material suppliers [6] - 12 companies reported violations related to emissions and water usage, indicating a need for improved compliance and environmental management practices [6] - 16 out of 31 companies involved in component production disclosed plans for waste component recycling, although most actions were concentrated in the European market [7] Group 4: Future Outlook and Recommendations - The report suggests that Chinese photovoltaic companies should focus on international standards regarding resource consumption, greenhouse gas emissions, and biodiversity to enhance their green competitiveness [8] - The industry is encouraged to accelerate its low-carbon transformation and collaborate on building a green low-carbon supply chain to address global environmental challenges [8]