9月9日，晶澳科技跌5.06%，截至发稿，报13.50元/股，成交11.35亿元，换手率2.48%，总市值446.81亿 元。 资料显示，晶澳太阳能科技股份有限公司位于北京市丰台区汽车博物馆东路1号院诺德中心8号楼,香港 湾仔皇后大道东248号大新金融中心40楼，成立日期2000年10月20日，上市日期2010年8月10日，公司主 营业务涉及硅片、太阳能电池片及太阳能电池组件的研发、生产和销售,以及太阳能光伏电站的开发、 建设、运营等。主营业务收入构成为：光伏组件91.10%，其他5.85%，光伏电站运营3.05%。 责任编辑：小浪快报 浦银安盛中证光伏产业ETF（159609）成立日期2022年6月16日，最新规模2.7亿。今年以来收益 20.14%，同类排名2368/4222；近一年收益39.46%，同类排名2547/3798；成立以来亏损47.2%。 浦银安盛中证光伏产业ETF（159609）基金经理为高钢杰。 截至发稿，高钢杰累计任职时间6年177天，现任基金资产总规模5.22亿元，任职期间最佳基金回报 48.66%， 任职期间最差基金回报-47.37%。 风险提示：市场有风险，投资需谨慎。本文为AI ...

证券日报网讯 9月8日晚间，晶澳科技发布公告称，公司2025年第四次临时股东会于2025年9月8日召 开，审议通过了《关于续聘2025年度会计师事务所的议案》等多项议案。 （文章来源：证券日报） ...

| 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-086 | | --- | --- | --- | | 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 年股票期权激励计划内幕信息知情人及激励对象买卖 公司股票情况的自查报告 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。 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，并于 2025 年 8 月 23 日在巨潮资讯网（http://www.cninfo.com.cn）披露了相关公告。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》" ）、《深 圳证券交易所上市公司自律监管指南第 1 号——业务办理》等法律、法规及规范 性文件的相关规定，公司对 2025 年股票期权激励计划（以下简称"本激励计划"） 的内幕信息知情人及激励对象在本激励计划公开披露前 ...

| | | 证券代码：002459 证券简称：晶澳科技 公告编号：2025-084 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 晶澳太阳能科技股份有限公司（以下简称"公司"）于2024年12月10日召开 第六届董事会第三十一次会议、2024年12月30日召开2024年第三次临时股东大会， 审议通过了《关于2025年度公司与下属公司担保额度预计的议案》，同意公司为 合并报表范围内下属公司提供担保、下属公司之间互相担保、下属公司为公司提 供担保，2025年度新增担保额度总计不超过人民币880亿元，其中向资产负债率 为70%以上的担保对象的新增担保额度为不超过568亿元，向资产负债率为70% 以下的担保对象的新增担保额度为不超过312亿元。担保范围包括但不限于申请 融资业务发生的融资类担保（包括贷款、银行承兑汇票、外汇衍生品交易、信用 证、保函等业务）以及日常经营发生的履约类担保。担保种类包括一般保 ...

北京市金杜律师事务所 关于晶澳太阳能科技股份有限公司 2025 年第四次临时股东会 之法律意见书 致：晶澳太阳能科技股份有限公司 北京市金杜律师事务所（以下简称本所）接受晶澳太阳能科技股份有限公 司（以下简称公司）委托，根据《中华人民共和国证券法》（以下简称《证券法》）、 《中华人民共和国公司法》（以下简称《公司法》）、《上市公司股东会规则》（以 下简称《股东会规则》）等中华人民共和国境内（以下简称中国境内，为本法律 意见书之目的，不包括中国香港特别行政区、中国澳门特别行政区和中国台湾 省）现行有效的法律、行政法规、规章和规范性文件和现行有效的公司章程有 关规定，指派律师出席了公司于 2025 年 9 月 8 日召开的 2025 年第四次临时股 东会（以下简称本次股东会），并就本次股东会相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限 于： 1. 经公司 2024 年度股东大会最新经修订的《晶澳太阳能科技股份有限公 司章程》（以下简称《公司章程》）； 2. 公司于 2025 年 8 月 23 日刊登于巨潮资讯网、深圳证券交易所网站等中 国证监会指定信息披露媒体的《晶 ...

| 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-085 | | --- | --- | --- | | 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 2025 年第四次临时股东会决议公告 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。 重要提示： 1、本次股东会没有否决议案的情形； 2、本次股东会没有涉及变更以往股东会已通过的决议； 3、本次股东会采取现场投票与网络投票相结合的表决方式召开。 一、会议召开情况 1、召开时间：2025 年 9 月 8 日 15:00； 2、股权登记日：2025 年 9 月 3 日； 6、会议召开方式：现场投票与网络投票相结合的表决方式召开； 7、本次会议的召开符合《公司法》及相关法律、法规和《公司章程》之规 定。 二、会议出席情况 1、股东出席的总体情况： 通过现场和网络投票的股东 968 人，代表股份 1,698,842,594 股，占公司有 表决权股份总数的 51.3295%。 其中：出席现场会议的股东 3 人，代表股份 1,570,307,772 股，占公司 ...

证券日报网讯 9月5日晚间，晶澳科技发布公告称，公司拟使用不低于人民币2亿元（含）且不超过人民 币4亿元（含）的自有资金及回购专项贷款以集中竞价交易方式回购部分公司发行的人民币普通股（A 股）用于员工持股计划或股权激励。截至2025年8月31日，公司尚未开始实施本次回购。 （文章来源：证券日报） ...

Key Points - China Petroleum & Chemical Corporation (Sinopec) announced a cash dividend of RMB 0.088 per share, totaling RMB 10.662 billion [4] - Guokai Microelectronics is progressing with a share issuance and cash payment to acquire 94.366% of the equity in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. [5][6] - Phoenix Shipping's Vice General Manager Zhao Qiuling resigned due to work adjustments, while Wang Guozheng was appointed as the new financial director [7] - Guokai Co., Ltd. changed its stock abbreviation to Guokai Electronics, effective September 11, 2025 [8] - Xinhua Pharmaceutical's Vice General Manager Zheng Zhonghui resigned for personal reasons, holding 397,600 shares [9] - Uni-President's controlling shareholder's equity structure change was completed, transferring shares from the Ministry of Finance to Central Huijin Investment [10] - ST New Power may face delisting risk due to a negative audit opinion on its internal controls [11] - Huachuang Yuxin announced that 1.87% of its shares held by Shanghai Shiran Industrial Co., Ltd. will be auctioned [12][13] - Zhengbang Technology's subsidiary was accepted for reorganization by the court due to financial difficulties [14] - China Shipbuilding Defense's General Manager Chen Liping resigned due to work changes [15] - ST Lingnan and its former controlling shareholder are under investigation for information disclosure violations [16] - Hikvision's chairman proposed a mid-term dividend of RMB 4 per 10 shares, amounting to RMB 3.666 billion [17] - Huada Jiutian's shareholder plans to transfer 2.64% of the company's shares [18] - Poly Developments reported a signing amount of RMB 18.015 billion in August, a year-on-year decrease of 18.54% [19] - Muyuan Foods reported a revenue of RMB 11.85 billion from selling 7.001 million pigs in August, a year-on-year decrease of 12.30% [20] - Dongrui Co., Ltd. reported a revenue of RMB 160 million from selling 94,800 pigs in August, a month-on-month decrease of 5.48% [21] - Ankai Bus reported a cumulative production increase of 68.06% year-on-year [22] - Kweichow Moutai's controlling shareholder received a loan commitment of up to RMB 2.7 billion for stock repurchase [23] - Chengda Pharmaceutical's major shareholder plans to reduce its stake by 7.27% [24][25] - Kangchen Pharmaceutical's controlling shareholder plans to reduce its stake by up to 3% [26] - Koweil plans to reduce its stake by up to 2.34% [27] - Funeng Technology's shareholders plan to reduce their stake by up to 2% [28] - United Water's shareholder plans to reduce its stake by 3% [29] - Huayin Power's shareholder plans to reduce its stake by 1% [30] - Tianji Co., Ltd. reported a reduction of 0.61% in its controlling shareholder's stake [31] - Tonghuashun's controlling shareholder plans to reduce its stake by up to 138,310 shares [32] - JA Solar has not yet started its share repurchase plan [33] - Beite Technology plans to raise no more than RMB 300 million through a private placement [34] - Aerospace Hongtu signed a strategic cooperation agreement with Pakistan worth RMB 2.9 billion, which is still in preliminary stages [35][36] - Guangqi Technology signed contracts for mass production of metamaterials worth RMB 1.278 billion [37]

Core Viewpoint - The photovoltaic industry is transitioning from "price wars" to "value reconstruction," with a comprehensive recovery across the industry chain driven by both policy and market dynamics, benefiting leading companies first [1][2]. Group 1: Industry Recovery - The first half of 2025 marks a significant recovery for the Chinese photovoltaic industry, with nearly half of the 70 listed companies in the photovoltaic equipment sector reporting positive performance [3]. - The recovery is supported by policy-driven market order optimization, which has alleviated price competition issues across the industry chain [3][4]. - The price of polysilicon has been rising since July 2025, with N-type polysilicon prices exceeding 50,000 yuan/ton, indicating a gradual restoration of profitability in the main industry chain [3]. Group 2: Policy and Demand Drivers - A series of targeted policies have been introduced since 2025 to address the industry's pain points related to "low-price disorderly competition" [4]. - The implementation of the revised Anti-Unfair Competition Law on June 27, 2025, prohibits selling products below cash cost, establishing a price floor for the photovoltaic industry [4]. - Strong demand is evident, with domestic new photovoltaic installations reaching 223.25 GW from January to July 2025, a year-on-year increase of 81% [3][4]. Group 3: Investment Opportunities in the Industry Chain - In the polysilicon segment, profitability is recovering significantly, with prices continuing to rise and reaching a maximum increase of 3.37% [5]. - Tongwei Co., Ltd. holds a 30% global market share in high-purity crystalline silicon, with a cash cost of approximately 38,000 yuan/ton, indicating strong cost control [6]. - The silicon wafer segment is transitioning to N-type technology, with N-type silicon wafer penetration expected to exceed 90% by 2025 [7]. Group 4: Technological Advancements and Market Positioning - The battery segment is dominated by TOPCon technology, with a production capacity of 967 GW, accounting for 83% of the market [8]. - JinkoSolar is a leader in N-type TOPCon technology, with a production efficiency exceeding 25% and a significant share of overseas revenue [8]. - The module segment shows clear differentiation, with N-type modules accounting for over 70% of the market, and leading companies like LONGi Green Energy and Trina Solar achieving high power outputs and certifications [9]. Group 5: Storage and New Growth Drivers - The explosive growth in the energy storage sector is a core driver of the current recovery, with increasing demand for photovoltaic and storage system integration [12]. - Sungrow Power Supply Co., Ltd. is a leading player in the energy storage system market, with a global market share of 35% in storage inverters [12].

分组1 - Sinopec announced a cash dividend of RMB 0.088 per share (tax included) for the first half of 2025, with a total cash dividend distribution of RMB 10.662 billion [3] - Guokai Microelectronics is progressing with the acquisition of a 94.366% stake in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. through a combination of share issuance and cash payment [4] - Phoenix Shipping's Vice President Zhao Qiuling resigned due to work adjustments, while Wang Guozheng was appointed as the new CFO [5] 分组2 - Guokai Microelectronics is actively advancing its major asset restructuring, with due diligence and evaluation processes underway [4] - The stock name of Guokai Co., Ltd. will change to Guokai Electronics starting September 11, 2025 [6] - Xinhua Pharmaceutical's Vice President Zheng Zhonghui resigned for personal reasons, holding 397,600 shares in the company [7] 分组3 - Unified Holdings completed the change in the shareholding structure of its controlling shareholder, with the actual controller changing from the Ministry of Finance to Central Huijin Investment [8] - ST New Power's stock may face delisting risk warnings due to a negative audit opinion on its internal controls for the 2024 financial report [9] - Huachuang Yuxin announced that 1.87% of its shares held by Shanghai Shiran Industrial Co., Ltd. will be auctioned [10] 分组4 - Zhengbang Technology's subsidiary Chaoyang Zhengbang has been accepted for reorganization by the court, with total assets of RMB 332 million and liabilities of RMB 460 million as of December 31, 2024 [11] - China Shipbuilding Defense's General Manager Chen Liping resigned due to work changes [12] 分组5 - Poly Developments reported a signing amount of RMB 18.015 billion in August 2025, a year-on-year decrease of 18.54% [14] - Muyuan Foods reported sales revenue of RMB 11.85 billion from selling 7.001 million pigs in August 2025, with a year-on-year decrease of 12.30% [15] - Dongrui Co., Ltd. reported a sales revenue of RMB 160 million from selling 94,800 pigs in August 2025, a month-on-month decrease of 5.48% [16] 分组6 - Ankai Bus reported a cumulative production increase of 68.06% year-on-year, with a total production of 5,625 vehicles in 2025 [17] - Kangchen Pharmaceutical's controlling shareholder Liu Jianhua plans to reduce his stake by up to 3% [19] - Kewell plans to reduce its shares by up to 2.34% [20] 分组7 - North Special Technology plans to raise no more than RMB 300 million through a private placement for a production base project in Thailand [29] - Guangqi Technology signed contracts worth RMB 1.278 billion for the mass production of metamaterials [31][32]