登录新浪财经APP 搜索【信披】查看更多考评等级 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。 一、对外投资概述 本次清松岚湖产业基金财产份额转让已完成交割，集成投资持有清松岚湖产业基金的财产份额减少至 1.8%（对应认缴出资额人民币900万元，实缴出资额人民币900万元）。 本次基金份额转让事项不构成关联交易，也不构成《上市公司重大资产重组管理办法》规定的重大资产 重组，无需经过有关部门的批准。 根据《深圳证券交易所股票上市规则》及《公司章程》的有关规定，本次基金份额转让事项无需提交公 司董事会及股东大会审议批准。 三、受让方基本情况 （一）受让方1： 协鑫集成科技股份有限公司（以下简称"公司"）于2022年3月30日召开了第五届董事会第十五次会议， 审议通过了《关于全资子公司参与设立产业投资基金的议案》，公司全资子公司苏州协鑫集成投资有限 公司（以下简称"集成投资"）作为有限合伙人与苏州天使投资引导基金（有限合伙）、苏州吴中生物医 药产业园投资有限公司、苏州市吴中金融控股集团有限公司、苏州清松岚湖创业投资有限公司等共同发 起设立苏州清松岚湖健康产业创业投 ...

恒瑞医药(600276)公告拟收购控股子公司少数股东股权，即公司拟以现金4001.44万元，收购刘疆等9人 合计持有的成都盛迪医药有限公司（简称"成都盛迪"）约1.46%股权。交易完成后，公司将持有成都盛 迪97.37%股权。此次交易有利于优化控股子公司股权结构。 7月25日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者参 考。 【品大事】 三丰智能：公司董事陈巍被监察立案并实施管护 三丰智能(300276)公告，公司当日收到瑞安市监察委员会工作电话通知，公司董事陈巍被监察立案并实 施管护。截至目前，公司各项生产经营活动正常进行，该事项不会对公司董事会运作及日常经营活动产 生重大影响。 上海医药：拟1.43亿元收购上实集团财务公司10%股权 上海医药(601607)公告，公司拟以1.43亿元收购上海实业东滩投资开发（集团）有限公司持有的上海上 实集团财务有限公司10%股权。交易完成后，公司持有财务公司的股权比例由30%增加至40%，不会导 致公司合并报表范围发生变更。收购财务公司股权后，公司可加强对财务公司重大事项决策的控制力， 同时进一步获得稳定充足的投资回报。 西部黄金： ...

证券代码：002506 证券简称：协鑫集成 公告编号：2025-054 协鑫集成科技股份有限公司 关于转让部分基金投资份额的公告 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。 三、受让方基本情况 （一）受让方 1： 一、对外投资概述 协鑫集成科技股份有限公司（以下简称"公司"）于 2022 年 3 月 30 日召开了 第五届董事会第十五次会议，审议通过了《关于全资子公司参与设立产业投资基 金的议案》，公司全资子公司苏州协鑫集成投资有限公司（以下简称"集成投资"） 作为有限合伙人与苏州天使投资引导基金（有限合伙）、苏州吴中生物医药产业 园投资有限公司、苏州市吴中金融控股集团有限公司、苏州清松岚湖创业投资有 限公司等共同发起设立苏州清松岚湖健康产业创业投资合伙企业（有限合伙）（以 下简称"清松岚湖产业基金"）。合伙企业总认缴规模为 50,000 万元，集成投资以 自有资金认缴 3,000 万元，占合伙企业总认缴出资额的 6%。具体内容详见公司 在指定信息披露媒体《证券时报》《中国证券报》《上海证券报》《证券日报》 及巨潮资讯网（http://www.cninfo ...

从中证英大能源互联网等权指数持仓的市场板块来看，深圳证券交易所占比55.70%、上海证券交易所 占比44.30%。 从中证英大能源互联网等权指数持仓样本的行业来看，工业占比71.70%、通信服务占比14.19%、公用 事业占比8.62%、信息技术占比2.88%、可选消费占比2.61%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在 下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 据了解，中证英大能源互联网等权指数从分布式光伏、风电、储能、地方电网、电力自动化系统、特高 压、信息化系统、充电设施、智能仪表以及与新能源相关的金融平台等相关细分领域选取不超过80只证 券作为指数样本，采用等权重方式加权，以反映能源互联网上市公司证券的整体表现。该指数以2013年 12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证英大能源互联网等权指 ...

A股BC电池板块盘初直线拉升，东材科技涨超9%，协鑫集成涨超6.6%，罗博特科涨超5%，华宝新能、 罗博特科、TCL中环等跟涨。 ...

Group 1 - The core achievement in solar technology is the development of perovskite micro-modules by NREL and CubicPV, which have achieved a world record efficiency of 24.0% for photovoltaic conversion [1] - The performance of the photovoltaic industry is reflected in the 中证光伏产业指数 (CSI Photovoltaic Industry Index), which has seen a decline of 0.58% as of July 15, 2025, with mixed performance among constituent stocks [1] - The top-performing stocks include 横店东磁 (9.98% increase), 科华数据 (6.85% increase), and 罗博特科 (1.75% increase), while the worst performers include 协鑫集成 (4.83% decrease) and 双良节能 (3.98% decrease) [1] Group 2 - As of June 30, 2025, the top ten weighted stocks in the CSI Photovoltaic Industry Index account for 55.39% of the index, with major companies including 阳光电源, 隆基绿能, and TCL科技 [2]

Group 1 - The company expects a net loss attributable to shareholders between 250 million yuan and 350 million yuan, compared to a profit of 43.34 million yuan in the same period last year [1] - The net profit after deducting non-recurring gains and losses is expected to be a loss between 270 million yuan and 360 million yuan, compared to a profit of 11.96 million yuan last year [1] - The basic earnings per share are projected to be a loss between 0.043 yuan and 0.060 yuan, compared to a profit of 0.007 yuan per share last year [1] Group 2 - The industry has seen a significant year-on-year increase in installed capacity; however, due to supply-demand imbalance in the industry chain, terminal prices of components remain low, leading to a decline in gross profit margins and widespread losses in the main chain segments [1] - The company has strengthened market development and ranked third in the industry for winning large-scale bidding projects from central and state-owned enterprises, with a substantial year-on-year increase in component shipments [1] - The company is focused on enhancing management efficiency and cost reduction, achieving industry-leading performance in non-silicon costs, capacity utilization, inventory turnover days, and cash turnover efficiency, thereby improving operational effectiveness and narrowing the loss margin [1][2] Group 3 - The photovoltaic industry is expected to accelerate supply-side reforms, with improvements in self-regulation mechanisms and technological innovations leading to the elimination of outdated production capacity and optimization of supply structure, marking a potential turning point for the industry [2] - The company aims to continue enhancing management efficiency and actively address industry challenges while striving to secure funds from the planned capital increase to improve its financial structure and enhance market competitiveness and industry influence [2]

证券代码：002506 证券简称：协鑫集成 公告编号：2025-053 协鑫集成科技股份有限公司 2025 年半年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日 2、预计的业绩：√亏损 扭亏为盈 同向上升 同向下降 3、业绩预告情况表： | 项 目 | 本报告期 | | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司 股东的净利润 | 亏损：25,000 | 万元至 | 35,000 | 万元 | 盈利：4,333.44 | 万元 | | 扣除非经常性损 益后的净利润 | 亏损：27,000 | 万元至 | 36,000 | 万元 | 盈利：1,195.52 | 万元 | | 基本每股收益 | 亏损：0.043 | 元/股至 | 0.060 | 元/股 | 盈利：0.007 | 元/股 | 注：上表中的万元均指人民币。 二、业绩预告预审计情况 本次业绩预告未经注 ...

Core Viewpoint - GCL-Poly Energy has achieved a significant improvement in its ESG rating, moving from A to AA, reflecting its leadership and continuous progress in sustainable development governance [1] Group 1: ESG Rating and Performance - Wind ESG rating agency has released its latest ratings for 2025, assessing companies based on international standards and methodologies tailored to the Chinese market [3] - GCL-Poly ranks 12th among 395 companies in the semiconductor products and equipment industry, placing it in the top 3% of its sector [3] Group 2: Sustainable Development Strategy - Since establishing the "NEXT Vision" sustainable development framework in 2023, GCL-Poly has set 25 key commitments and strategic goals across four pillars: Nature, Equity, Excellence, and Trust [6] - The company is developing a climate change management system focusing on governance, strategy, risk management, and metrics, aiming to achieve greenhouse gas emission reduction targets [6] Group 3: Carbon Chain Project - In 2024, GCL-Poly launched the "Carbon Chain" project, the first carbon management platform in the photovoltaic industry based on granular silicon technology and blockchain [7] - The Carbon Chain 3.0 initiative aims to connect quality suppliers and partners, utilizing AI tools to reduce carbon emissions and optimize reduction pathways dynamically [7] - GCL-Poly is committed to integrating green and low-carbon themes into its long-term renewable energy business, contributing to the global green energy transition [7]

Group 1 - The non-bank financial sector saw a net inflow of over 8.7 billion yuan, indicating strong investor interest in this area [1][2] - The securities sector also experienced significant net inflow, amounting to 7.0 billion yuan, reflecting positive market sentiment [2] - The computer sector recorded a net inflow of 5.9 billion yuan, suggesting a growing confidence in technology-related investments [2] Group 2 - The new energy industry faced a net outflow of 3.8 billion yuan, indicating potential concerns among investors [2] - The electronics sector experienced a net outflow of 2.6 billion yuan, which may reflect market volatility or shifting investor priorities [2] - The transportation equipment sector saw a net outflow of 2.4 billion yuan, suggesting a cautious approach from investors in this segment [2] Group 3 - Among individual stocks, Dongfang Wealth led with a net inflow of 1.5 billion yuan, highlighting its strong market performance [3] - Baogang Co. and Tonghuashun also saw significant net inflows of 0.7 billion yuan and 0.6 billion yuan respectively, indicating robust investor interest [3] - On the sell side, Sairis experienced the highest net outflow of 1.6 billion yuan, suggesting a lack of confidence from investors [4]