Core Viewpoint - The recent meeting held by the Ministry of Industry and Information Technology (MIIT) aims to address the challenges faced by the photovoltaic (PV) industry and promote high-quality development, emphasizing the need to combat low-price disorderly competition and support the exit of outdated production capacity [1][2][5]. Group 1: Meeting Overview - The meeting was chaired by MIIT Minister Li Lecheng and included representatives from 14 major PV companies and industry associations, discussing the current state of the industry and providing policy suggestions [1][2]. - Li Lecheng highlighted the achievements of China's PV industry, noting its transformation from weak to strong, and emphasized the importance of maintaining confidence and implementing comprehensive measures for sustainable development [2][3]. Group 2: Industry Challenges and Responses - The meeting addressed the serious supply-demand imbalance in the PV industry, which has led to intense competition and price wars, urging companies to focus on technological innovation and quality [6][7]. - Several company representatives expressed support for the government's initiatives to regulate low-price competition and optimize production capacity, viewing it as an opportunity for leading firms to gain structural advantages [6][7]. Group 3: Future Expectations - There is a growing anticipation within the industry for substantive measures from the government to address the challenges faced by the PV sector, with expectations of targeted policies to facilitate supply-side reforms [7]. - Following the meeting, stock prices of several A-share PV companies have surged, indicating positive market sentiment regarding potential policy changes [7].

Group 1 - The A-share silicon wafer sector saw an initial rise, with Yichin Optoelectronics hitting the daily limit up [1] - Other companies such as GCL-Poly Energy, LONGi Green Energy, JA Solar Technology, and TCL Zhonghuan also experienced gains [1]

Group 1 - The Ministry of Industry and Information Technology held a meeting focusing on accelerating the high-quality development of the photovoltaic industry, with participation from 14 major companies and industry associations [1][2] - Key representatives included leaders from major companies such as Tongwei Group, GCL-Poly, and LONGi Green Energy, highlighting the importance of collaboration within the industry [1] - The meeting emphasized the achievements of the photovoltaic industry in China, noting its transformation from weak to strong, and its leading position in terms of scale, technology, and market application [1][2] Group 2 - The Minister stressed the need for a comprehensive understanding of the photovoltaic industry's development situation and the importance of maintaining confidence while addressing challenges [2] - There is a focus on eliminating low-price disorderly competition and promoting product quality, with an aim to achieve sustainable development in the industry [2][4] - The industry is facing complex challenges, including strong demand but pressured supply, declining prices, and the need to overcome "involution" competition to maintain a healthy development environment [3][4] Group 3 - Recent discussions have highlighted the need to break the cycle of "involution" competition, which has led to price wars and market distortion, negatively impacting high-quality development [4] - The Central Financial Committee's recent meeting addressed the need for regulatory measures to guide enterprises towards improving product quality and phasing out outdated production capacity [4]

| 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-059 | | --- | --- | --- | | 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 关于董事会提议向下修正"晶澳转债"转股价格的公告 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漏。 重要内容提示： 自 2025 年 6 月 13 日至 2025 年 7 月 3 日，晶澳太阳能科技股份有限公 司（以下简称"公司"）股票已有十五个交易日收盘价低于"晶澳转债"当期转 股价格的 85%，已触发"晶澳转债"转股价格向下修正条款。 经公司第六届董事会第四十一次会议审议通过，公司董事会提议向下修 正"晶澳转债"转股价格，并提交公司股东会审议。 2025 年 7 月 3 日，公司召开第六届董事会第四十一次会议审议通过《关于 董事会提议向下修正"晶澳转债"转股价格的议案》，公司董事会提议向下修正 "晶澳转债"转股价格。现将相关事项公告如下： 一、可转换公司债券基本情况 根据《募集说明书》约定，历次对转股价格调整情况如下： 1、自 2023 年 7 ...

证券代码：002459 证券简称：晶澳科技 公告编号：2025-057 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 | （1）向资产负债率为70%以上担保对象提供的担保 | | --- | 关于 2025 年度公司提供担保的进展公告 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漏。 一、合并报表范围内担保情况概述 1、担保额度审批 | | 担保方 | 被担保方 | 实际发生日期 | | 担保期 | 担保事由 | | --- | --- | --- | --- | --- | --- | --- | | 序 号 | | | | 担保金额 （万元） | | | 1 | 1 | 晶澳太阳能科技股 | 晶澳（扬州）新能源 | 2025/6/1 | 10,000.00 | 0.98 年期 | 为其融资 | | --- | --- | --- | --- | --- | --- | --- | | | 份有限公司 | 有限公司 | | | | 提供担保 | | 2 | 晶澳太阳能科技股 | 石家庄晶澳太阳能科 | 2025/6/10 | 1,15 ...

| 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-060 | | --- | --- | --- | | 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 关于召开 2025 年第三次临时股东会的会议通知 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。 晶澳太阳能科技股份有限公司（以下简称"公司"）第六届董事会第四十一次会 议决议召开公司 2025 年第三次临时股东会（以下简称"会议"），现就会议有关事项 通知如下： 一、召开会议的基本情况 （一）股东会届次：2025年第三次临时股东会 （二）会议召集人：公司第六届董事会 （三）本次会议经公司第六届董事会第四十一次会议决议召开，本次股东会会 议的召开符合有关法律、行政法规、部门规章、规范性文件和《公司章程》的规定。 （四）会议召开日期和时间 1、现场会议召开时间：2025年7月22日15:00 2、网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025年7月22日（现场股东会召开当日）的交易时间，即9:15—9:25，9:30—11 ...

第六届董事会第四十一次会议决议公告 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。 | 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-058 | | --- | --- | --- | | 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"）第六届董事会第四十一 次会议于 2025 年 7 月 3 日在公司会议室以现场结合通讯表决方式召开。 晶澳太阳能科技股份有限公司 召开本次会议的通知已于 2025 年 6 月 30 日以电话、电子邮件等方式通知了 各位董事。本次会议由公司董事长靳保芳先生主持，会议应出席董事 9 名，实际 出席董事 9 名，符合《中华人民共和国公司法》及《公司章程》的规定。经与会 董事认真审议，会议以记名投票表决方式通过如下议案： 一、审议通过《关于董事会提议向下修正"晶澳转债"转股价格的议案》 表决结果：6 票同意，0 票反对，0 票弃权。 关联董事靳保芳先生、靳军辉女士、陶然先生予以回避表决。 具体内容详见同日披露于巨潮资讯网（http://www.cninfo ...

Core Points - The announcement details the conversion results of the company's convertible bonds for the second quarter of 2025, indicating a total of RMB 10,000 worth of "Jingao Convertible Bonds" converted into 260 shares of the company's stock [1][4] - As of June 30, 2025, a total of RMB 1,053,300 worth of "Jingao Convertible Bonds" has been converted into 27,164 shares, representing 0.0008% of the company's total issued ordinary shares prior to the conversion [1][4] - The remaining unconverted "Jingao Convertible Bonds" amount to RMB 8,959,254,400, which constitutes 99.9882% of the total issuance [1][4] Convertible Bond Basic Information - The company issued 89,603,077 convertible bonds on July 18, 2023, with a face value of RMB 100 each, raising a total of RMB 8,960,307,700 [2] - The net proceeds from the issuance, after deducting related expenses, amounted to RMB 8,933,848,025.97 [2] - The bonds are listed on the Shenzhen Stock Exchange under the name "Jingao Convertible Bonds" with the code "127089" [2] Conversion Period and Price Adjustments - The conversion period for the "Jingao Convertible Bonds" is from January 24, 2024, to July 17, 2029, with an initial conversion price set at RMB 38.78 per share [2][3] - The conversion price was adjusted to RMB 38.74 per share effective October 18, 2023, and further adjusted to RMB 38.22 per share effective May 30, 2024 [3] Share Changes - From April 1, 2025, to June 30, 2025, the company's total share capital increased by 260 shares due to the conversion of bonds [4] - The total share capital before the conversion was 3,309,679,284 shares, which increased to 3,309,679,544 shares after the conversion [4] - The proportion of restricted shares remained at 0.13%, while the proportion of unrestricted shares was 99.87% after the conversion [4]

| 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-056 | | --- | --- | --- | | 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 关于 2025 年第二季度可转债转股结果暨股份变动公告 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漏。 重要内容提示： 本季度转股情况：2025 年第二季度，共计有人民币 10,000 元"晶澳转债" 转换为公司股票，共计转股数量为 260 股。 累计转股情况：截至 2025 年 6 月 30 日，累计已有人民币 1,053,300 元 "晶澳转债"转换为公司股票，累计转股数 27,164 股，占"晶澳转债"转股前公 司已发行普通股股份总额的 0.0008%。 未转股可转债情况：截至 2025 年 6 月 30 日，尚未转股的"晶澳转债" 金额为人民币 8,959,254,400 元，占"晶澳转债"发行总量的 99.9882%。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第 15 号——可转换公司债券》的有关规定，晶澳 ...

Group 1 - The A-share market experienced slight fluctuations on July 2, with the Shanghai Composite Index closing at 3454.79 points, down 0.09% [1] - A500ETF Jiashi (159351) saw a trading volume of 2.784 billion yuan, ranking fourth among similar products in the market and second in the Shenzhen market [1] - The turnover rate for A500ETF Jiashi reached 18.24%, the highest among similar products in the Shenzhen market [1] Group 2 - The solar energy sector received two significant boosts: the U.S. "Big and Beautiful" Act was passed in the Senate, leading to strong performance of solar and wind stocks in the U.S. market [1] - Major domestic photovoltaic glass companies plan to collectively reduce production by 30% starting in July, which is expected to decrease domestic glass production to approximately 45GW [1] - As a result of these positive developments, key stocks in the solar sector saw substantial gains, with Daqo New Energy rising over 15%, and both Dongfang Risheng and Tongwei Co. increasing by over 10% [1] Group 3 - Despite a slight market adjustment, there are clear signs of capital positioning against the trend, supported by liquidity advantages and policy benefits, highlighting the strategic value of A500ETF Jiashi as a core asset allocation tool in the A-share market [1] - A500ETF Jiashi tracks the CSI A500 Index, composed of 500 stocks with large market capitalization and good liquidity, providing a balanced industry distribution and a higher proportion of new productive forces [2] - Investors can access quality core asset opportunities through the Jiashi CSI A500 ETF linked fund (Class A 022453; Class C 022454) [2]