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]

| 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 601012 | 隆基绿 能 | 2.63 | 3.43 | 22360.88 | 5.02 | | 600438 | 通威股 份 | 0.37 | 2.49 | 17050.67 | 6.92 | | 688503 | 聚和材 料 | 6.04 | 7.79 | 10951.22 | 14.08 | | 002459 | 晶澳科 技 | 2.12 | 2.74 | 10068.91 | 8.91 | | 688559 | 海目星 | 3.33 | 10.31 | 7509.14 | 7.67 | | 300724 | 捷佳伟 创 | 1.94 | 13.45 | 7051.90 | 1.64 | | 688599 能 | 天合光 | 2.06 | 2.30 | 5297.92 | 6.47 | | 688630 | 芯碁微 | 1.38 | 5.66 | 4649.19 ...

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 ...

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 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 假记载、误导性陈述或重大遗漏。 晶澳太阳能科技股份有限公司（以下简称"公司"）于2025年8月22日召开 的第六届董事会第四十三次会议、第六届监事会第二十四次会议审议通过了《关 于<2025年股票期权激励计划（草案）>及其摘要的议案》等相关议案。根据《上 市公司股权激励管理办法》（以下简称"《管理办法》"）的相关规定，公司对 《2025年股票期权激励计划激励对象名单》在公司内部进行了公示，公司董事会 薪酬与考核委员会结合公示情况对激励对象名单进行审核，相关公示情况及核查 意见如下： 一、公示情况及核查方式 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 ...

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 ...

Investment Rating - The report maintains a rating of "Accumulate" for the company [4][6]. Core Views - The company is expected to see a revenue recovery from 2025 onwards, with projected revenues of 61.45 billion, 69.65 billion, and 81.27 billion for 2025, 2026, and 2027 respectively, reflecting a growth rate of 23.1%, 128.2%, and 197.0% [4]. - The company has demonstrated a commitment to improving profitability through stock option incentives, aiming for a reduction in net loss by at least 5% in 2025 and achieving positive net profit in 2026 [3]. - The company has maintained a strong market position in solar cell module shipments, achieving 33.79 GW in the first half of 2025, despite a year-on-year revenue decline of 38.35% [2]. Financial Summary - The company's revenue for 2023 is projected at 81.56 billion, with a net profit of 7.04 billion, while 2024 is expected to see a decline in revenue to 70.12 billion and a net loss of 4.66 billion [1]. - The operating cash flow for the reporting period reached 45.1 billion, a significant increase of 342.44% year-on-year, indicating improved cash flow management [3]. - The company’s gross margin for the solar module segment was reported at -5.98%, a decrease of 10.51 percentage points year-on-year, but the company has managed to reduce losses per watt shipped [2].