Group 1 - The core viewpoint is that photovoltaic concept stocks are experiencing a significant rise, with notable companies such as Zhengye Technology hitting the daily limit increase, and others like JA Solar, JinkoSolar, Longi Green Energy, and Tongwei also seeing gains [1] Group 2 - Zhengye Technology has reached the daily limit increase, indicating strong market interest and investor confidence in the company [1] - Other companies in the photovoltaic sector, including JA Solar, JinkoSolar, Longi Green Energy, and Tongwei, are following suit with notable price increases, reflecting a broader positive trend in the industry [1]

Group 1 - Shengtun Mining plans to repurchase shares worth between 500 million and 600 million yuan, with a maximum repurchase price of 11.82 yuan per share, aimed at employee stock ownership plans or equity incentives [1] - Kangnbei received a drug registration certificate for Linggui Shugan Granules, which is derived from traditional Chinese medicine and is used for treating phlegm and dampness due to Yang deficiency [2] - Zhangjiang Hi-Tech intends to publicly transfer 100% equity and related debts of Shanghai Jixin Rui Construction Technology Co., Ltd. with a total price not less than 151 million yuan [3] Group 2 - Shankai Intelligent won a bid for a metering device procurement project worth 13.318 million yuan from Hohhot Water Supply Company [4] - Hason Co. plans to jointly establish a supply chain company with a registered capital of 10 million yuan, in which Hason will hold a 10% stake [5] - Pudong Construction's subsidiaries won multiple major projects with a total amount of 1.271 billion yuan [6] Group 3 - Jinling Pharmaceutical received approval for the Phase III clinical trial of Olaratogrel tablets, which are used for treating moderate to severe pain associated with endometriosis [8] - Menohua's subsidiary obtained a drug registration certificate for Mosapride Citrate Tablets, aimed at improving gastrointestinal symptoms [10] - Shapuaisi's major shareholder plans to reduce holdings by up to 2% of the company's shares due to personal financial needs [11] Group 4 - Changyuan Power reported an August electricity generation of 3.771 billion kWh, a year-on-year decrease of 6.03% [15][16] - Xibu Livestock's August fresh milk production increased by 4.8% month-on-month but decreased by 7.27% year-on-year [19] - Yong'an Pharmaceutical's actual controller and chairman had their detention lifted, allowing them to resume normal duties [20] Group 5 - Jinkai Intelligent's director resigned due to work adjustments [22] - Xinhua Medical received a Class II medical device registration for an endoscope cleaning workstation [23] - Haishi Science and Technology's innovative drug HSK47388 received approval for a new indication clinical trial [25] Group 6 - Baotai Co. plans to participate in a land use rights auction in Baoji City with a starting price of 57.34 million yuan [26] - Minfeng Special Paper received a government subsidy totaling 11.2 million yuan [27] - Jiuchang Bio obtained a medical device registration for a heparin-binding protein assay kit [29] Group 7 - Jingao Technology plans to repurchase shares worth between 200 million and 400 million yuan, with a maximum price of 17.36 yuan per share [31] - Youxunda won a bid for a metering equipment project from China Southern Power Grid worth approximately 161 million yuan [32] - Qianli Technology reported an August vehicle sales increase of 168.55% year-on-year [32] Group 8 - Guangzhou Port expects an August container throughput increase of 1.2% year-on-year [32] - Kexing Pharmaceutical's GB08 injection completed the first subject enrollment for Phase II clinical trials [33] - Wu Ming Pharmaceutical plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary [34] Group 9 - Shanghai Electric's acquisition of K-Electric Limited shares has not yet completed the transfer [35] - Fulai New Materials plans to raise no more than 710 million yuan through a private placement [36] - Huaren Health's drug registration application for a new type of potassium ion competitive acid blocker has been accepted [37]

Group 1 - The BC battery concept increased by 0.39%, ranking second among concept sectors, with 21 stocks rising, including Lushan New Materials hitting the limit up, and Xiangxiang Technology, Juhe Materials, and Huabao New Energy showing significant gains of 9.90%, 6.04%, and 4.79% respectively [1][2] - The main funds net inflow into the BC battery concept sector was 221 million yuan, with 19 stocks receiving net inflows, and 7 stocks seeing inflows exceeding 50 million yuan, led by Longi Green Energy with a net inflow of 224 million yuan [2][3] - The top stocks by net inflow ratio included Juhe Materials, ST Yunwang, and Jingao Technology, with net inflow ratios of 14.08%, 8.92%, and 8.91% respectively [3][4] Group 2 - The stocks with the largest declines included Zhengye Technology, Weidao Nano, and Saiwu Technology, which fell by 5.82%, 4.43%, and 3.26% respectively [1][5] - The overall market performance showed a mixed trend, with various sectors experiencing both gains and losses, indicating a volatile trading environment [2][5] - The trading volume and turnover rates for key stocks in the BC battery sector varied, with Longi Green Energy showing a turnover rate of 3.43% and a price increase of 2.63% [3][4]

Core Insights - The Zhongzheng Photovoltaic Industry Index (931151) has seen a strong increase of 2.94% as of September 3, 2025, with significant gains in constituent stocks such as Sungrow Power (300274) up 15.26% and Longi Green Energy (601012) up 2.81% [1][3] - The Photovoltaic ETF Fund (516180) has risen by 2.82%, with a latest price of 0.69 yuan, and has accumulated a total increase of 4.66% over the past two weeks [1] - The index reflects the overall performance of listed companies in the photovoltaic industry chain, selecting up to 50 representative stocks [1] Index Composition - As of August 29, 2025, the top ten weighted stocks in the Zhongzheng Photovoltaic Industry Index account for a total of 56.14% of the index [1] - The top ten stocks by weight include: - Sungrow Power (300274) with a weight of 10.51% - Longi Green Energy (601012) with a weight of 9.97% - TCL Technology (000100) with a weight of 9.42% - TBEA Co., Ltd. (600089) with a weight of 6.99% - Tongwei Co., Ltd. (600438) with a weight of 5.24% [3]

每经记者｜朱成祥 每经编辑｜张益铭 丨2025年9月3日 星期三丨 NO.1 晶澳科技：拟回购2亿元至4亿元公司股份 9月2日，晶澳科技公告称，拟回购不低于2亿元且不超过4亿元公司发行的人民币普通股（A股），回购 价格不超过17.36元/股。回购的股份将在未来适宜时机全部用于员工持股计划或者股权激励。回购期限 为自董事会审议通过本次回购方案之日起12个月内。 9月2日，滨海能源公告称，股东王建林及其一致行动人于2025年7月19日至9月1日期间，王建林以集中 竞价交易方式减持公司股份212.42万股，占公司总股本的0.96%。本次减持后，王建林及其一致行动人 合计持股比例降至7.95%，变动触及1%刻度的整数倍。此次减持不会导致公司控股股东、实际控制人发 生变化，也不会影响公司的治理结构和持续经营。 点评：滨海能源股东王建林及其一致行动人的减持行为，虽然涉及股份比例不大，但仍需关注其对市场 情绪的潜在影响。减持后，持股比例降至7.95%，虽未改变公司控制权结构，但投资者可能对公司未来 发展产生疑虑。公司应加强信息披露，保持透明度，以稳定市场预期，维护投资者信心。 NO.3 道氏技术：香港佳纳出资3000万美元 ...

Core Viewpoint - The company has approved the 2025 Stock Option Incentive Plan and has conducted a verification of the list of incentive recipients, ensuring compliance with relevant regulations and internal standards [1][2][3] Summary by Sections Public Disclosure and Verification Process - The company publicly disclosed the list of incentive recipients for the 2025 Stock Option Incentive Plan on August 23, 2025, with a feedback period until September 1, 2025 [1] - During the public disclosure period, the Compensation and Assessment Committee received inquiries from employees regarding the criteria for the incentive recipients, which were addressed by the committee and relevant departments [2] Verification Committee's Findings - The Compensation and Assessment Committee verified the eligibility of the proposed incentive recipients, including their identification documents and employment contracts with the company and its subsidiaries [2] - The committee confirmed that all listed incentive recipients met the conditions set forth in the incentive plan and relevant regulations, with no objections raised during the public consultation [3]

证券代码：002459 证券简称：晶澳科技 公告编号：2025-081 股），主要内容如下： 划或者股权激励； 亿元（含）； 会通过回购决议前 30 个交易日公司股票交易均价的 150%； 金。 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 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： ● 晶澳太阳能科技股份有限公司拟回购部分公司发行的人民币普通股（A ● 相关股东是否存在减持计划 截至本公告披露日，公司董事、监事、高级管理人员、控股股东、实际控制 人、持股 5%以上股东在未来三个月、未来六个月内尚无明确减持计划。若相关 人员未来拟实施股份减持计划，公司将按照相关规定及时履行信息披露义务。 ● 相关风险提示 案无法实施或者只能部分实施的风险； 股份所需资金未能筹措到位，导致回购方案无法实施或者只能部分实施的风险； 财务情况、外部客观情况发生重大变化，或其他导致公司董事会决定终止本次回 购方案的事项发生，则存在回购方案无法顺利实施或者根据相关规定变更或终止 本次回购方案的风险； 法律法规规定的期限内将回购股份用于上述用 ...

（文章来源：每日经济新闻） 每经AI快讯，9月2日，晶澳科技(002459.SZ)公告称，公司拟回购不低于2亿元且不超过4亿元公司发行 的人民币普通股（A股），回购价格不超过17.36元/股。回购的股份将在未来适宜时机全部用于员工持 股计划或者股权激励。回购期限为自董事会审议通过本次回购方案之日起12个月内。 ...

| 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-081 | | --- | --- | --- | | 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 回购报告书 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： 2、回购规模：回购资金总额不低于人民币 2 亿元（含）且不超过人民币 4 亿元（含）； 3、回购价格：不超过人民币 17.36 元/股（含），回购价格不高于公司董事 会通过回购决议前 30 个交易日公司股票交易均价的 150%； 4、回购期限：自董事会审议通过本次回购方案之日起 12 个月内； 5、回购资金来源：本次回购股份的资金来源为股票回购专项贷款及自有资 金。 ● 相关股东是否存在减持计划 截至本公告披露日，公司董事、监事、高级管理人员、控股股东、实际控制 人、持股 5%以上股东在未来三个月、未来六个月内尚无明确减持计划。若相关 人员未来拟实施股份减持计划，公司将按照相关规定及时履行信息披露义务。 ● 相关风险提示 1、若回购期限内公司股票价格持续超出回购价格上限，则 ...

| 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-082 | | --- | --- | --- | | 债券代码：127089 | 债券简称：晶澳转债 | | 公司于2025年8月23日通过公司OA系统对《2025年股票期权激励计划激励对 象名单》予以公示，公示期自2025年8月23日起至2025年9月1日止，公示期间员 工可向董事会薪酬与考核委员会反馈意见。 在公示期间，董事会薪酬与考核委员会收到个别员工关于激励对象范围标准 等问题的咨询，董事会薪酬与考核委员会、人力资源部门和业务部门就相关问题 向员工进行了解释说明；针对上述名单中激励对象资格的合法合规性，董事会薪 酬与考核委员会未收到相关异议反馈。 2、公司董事会薪酬与考核委员会对激励对象的核查方式 公司董事会薪酬与考核委员会核查了2025年股票期权激励计划（以下简称 "《激励计划》"）拟激励对象的名单、身份证件、拟激励对象与公司及下属子 晶澳太阳能科技股份有限公司 董事会薪酬与考核委员会关于 2025 年股票期权激励计划 激励对象名单的核查意见及公示情况说明 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 ...