Company Overview - GCL-Poly Energy Holdings Limited is located in Suzhou Industrial Park, Jiangsu Province, China, and was established on June 26, 2003. The company was listed on November 18, 2010. Its main business involves the research, production, and sales of crystalline silicon solar cells [1][2]. Financial Performance - For the first half of 2025, GCL-Poly reported a revenue of 7.694 billion yuan, a year-on-year decrease of 5.16%. The net profit attributable to shareholders was -327 million yuan, representing a significant decline of 854.29% compared to the previous year [2]. - The company has cumulatively distributed 158 million yuan in dividends since its A-share listing, with no dividends distributed in the last three years [3]. Stock Performance - As of September 8, GCL-Poly's stock price was 2.72 yuan per share, with a market capitalization of 15.913 billion yuan. The stock has seen a year-to-date increase of 1.87%, a decline of 0.73% over the last five trading days, a rise of 5.02% over the last 20 days, and a 19.30% increase over the last 60 days [1]. - The stock experienced a net outflow of 13.7049 million yuan in principal funds, with significant buying and selling activity recorded [1]. Shareholder Information - As of June 30, 2025, GCL-Poly had 223,100 shareholders, an increase of 3.61% from the previous period. The average number of circulating shares per shareholder was 26,191, a decrease of 3.48% [2]. - The top ten circulating shareholders include the photovoltaic ETF (515790), which holds 54.5213 million shares, a decrease of 262,800 shares from the previous period [3]. Business Segments - GCL-Poly's revenue composition is as follows: 92.38% from modules, 4.61% from system integration packages, 2.27% from battery cells, 0.45% from other sources, and 0.29% from power generation [1]. - The company operates within the power equipment sector, specifically in photovoltaic equipment and solar cell modules, and is involved in various concepts such as BC batteries, BIPV, clean energy, perovskite batteries, and TOPCon batteries [2].

Trading Information Summary - On September 5, 2025, GCL-Poly Energy Holdings Limited (002506) closed at 2.78 CNY, an increase of 3.35%, with a turnover rate of 4.66% and a trading volume of 2.7264 million shares, resulting in a transaction amount of 748 million CNY [1] - On the same day, the net inflow of main funds was 39.6182 million CNY, indicating significant accumulation [3] Company Announcement Summary - The sixth board of directors of GCL-Poly held its sixteenth meeting on September 5, 2025, where it approved the change of the special audit institution for the issuance of shares to specific objects, appointing Suya Jin Cheng Accounting Firm as the new auditor, replacing Zhongxi Accounting Firm [2] - The company confirmed that there were no audit disagreements with the previous auditor, Zhongxi Accounting Firm [2] - Suya Jin Cheng has qualifications for securities and futures business, with 42 partners and 254 registered accountants as of the end of 2024, and has audited 38 listed companies [2]

证券代码：002506 证券简称：协鑫集成 公告编号：2025-063 协鑫集成科技股份有限公司 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。 协鑫集成科技股份有限公司（以下简称"公司"）第六届董事会第十六次会议 于 2025 年 8 月 29 日以电子邮件及电话方式通知全体董事，并于 2025 年 9 月 5 日以现场与通讯相结合的方式在公司会议室召开。本次会议应出席董事 9 名，实 际出席董事 9 名。会议由董事长主持，会议召开和表决程序符合《中华人民共和 国公司法》等法律、法规及本公司章程的有关规定，合法有效。经与会董事审议， 通过如下决议： 具体内容详见刊载在公司指定信息披露媒体《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.com.cn）上的相关公告。 特此公告。 协鑫集成科技股份有限公司董事会 二〇二五年九月五日 一、会议以 9 票同意、0 票反对、0 票弃权的表决结果，审议通过《关于公司 向特定对象发行股票变更专项审计机构及相关事项的议案》。 ...

Core Viewpoint - The company has appointed Suya Jincheng Accounting Firm as the special auditing institution for its stock issuance to specific targets, replacing Zhongxi Accounting Firm, to expedite the process of issuing stocks [1][5][6]. Group 1: Change of Auditing Institution - The company has decided to change its auditing institution for the stock issuance from Zhongxi Accounting Firm to Suya Jincheng Accounting Firm, which is already the auditor for the company's 2024 annual report [1][2]. - The change was made after friendly consultations and is within the authorization scope of the shareholders' meeting, thus does not require further shareholder approval [1][5]. Group 2: Information about Suya Jincheng Accounting Firm - Suya Jincheng was established on December 2, 2013, and operates as a special general partnership with a registered address in Nanjing [4]. - As of the end of 2024, the firm has 42 partners and 254 registered accountants, with 161 of them having signed audit reports for securities services [4][5]. - The firm has a total revenue of 353.09 million yuan for 2024 and has 38 listed company audit clients [4]. Group 3: Auditing Fees and Independence - The auditing fees will be negotiated based on the company's business scale, industry, and complexity of accounting treatment, with the management authorized to finalize the fees with Suya Jincheng [4][5]. - Suya Jincheng and its personnel comply with the independence requirements set forth in the Code of Ethics for Chinese Certified Public Accountants [5]. Group 4: Progress of Stock Issuance - The company received notification from the Shenzhen Stock Exchange on April 24, 2023, regarding the acceptance of its application for stock issuance to specific targets [6]. - The application was approved by the Shenzhen Stock Exchange's listing review center on November 22, 2023, and received approval from the China Securities Regulatory Commission on November 4, 2024 [6]. Group 5: Procedures for Changing Auditing Institution - The board's audit committee reviewed the change of auditing institution and confirmed that both firms were informed and had no objections [7]. - The board of directors has authorized the appointment of Suya Jincheng as the special auditing institution for the stock issuance [7].

证券日报网讯 9月5日晚间，协鑫集成发布公告称，公司于2025年9月5日分别召开第六届董事会审计委 员会2025年第四次会议、第六届董事会第十六次会议，审议通过了《关于公司向特定对象发行股票变更 专项审计机构及相关事项的议案》，为顺利推进公司向特定对象发行股票事宜，根据股东会的授权，公 司董事会同意聘任苏亚金诚会计师事务所（特殊普通合伙）为公司向特定对象发行股票事项的专项审计 机构，由其为公司本次向特定对象发行股票提供专项审计服务。本次审议的事项在股东会授权范围内， 无需提交公司股东会审议。 （文章来源：证券日报） ...

证券代码：002506 证券简称：协鑫集成 公告编号：2025-064 协鑫集成科技股份有限公司 关于变更专项审计机构及相关事项的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 协鑫集成科技股份有限公司（以下简称"公司"）于 2025 年 9 月 5 日分别 召开第六届董事会审计委员会 2025 年第四次会议、第六届董事会第十六次会议， 审议通过了《关于公司向特定对象发行股票变更专项审计机构及相关事项的议 案》，为顺利推进公司向特定对象发行股票事宜，根据股东会的授权，公司董事 会同意聘任苏亚金诚会计师事务所（特殊普通合伙）（以下简称"苏亚金诚"） 为公司向特定对象发行股票事项的专项审计机构，由其为公司本次向特定对象发 行股票提供专项审计服务。本次审议的事项在股东会授权范围内，无需提交公司 股东会审议。具体情况公告如下： 一、公司变更向特定对象发行股票审计机构的基本情况 苏亚金诚作为公司 2024 年年度报告年审会计师，为更好加快推进公司本次 向特定对象发行股票发行工作，经友好协商，公司拟将本次向特定对象发行股票 审计机构由中喜会计师事务所（特殊普通合伙） ...

证券代码：002506 证券简称：协鑫集成 公告编号：2025-063 协鑫集成科技股份有限公司 第六届董事会第十六次会议决议公告 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。 二〇二五年九月五日 协鑫集成科技股份有限公司（以下简称"公司"）第六届董事会第十六次会议 于 2025 年 8 月 29 日以电子邮件及电话方式通知全体董事，并于 2025 年 9 月 5 日以现场与通讯相结合的方式在公司会议室召开。本次会议应出席董事 9 名，实 际出席董事 9 名。会议由董事长主持，会议召开和表决程序符合《中华人民共和 国公司法》等法律、法规及本公司章程的有关规定，合法有效。经与会董事审议， 通过如下决议： 一、会议以 9 票同意、0 票反对、0 票弃权的表决结果，审议通过《关于公司 向特定对象发行股票变更专项审计机构及相关事项的议案》。 具体内容详见刊载在公司指定信息披露媒体《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.com.cn）上的相关公告。 特此公告。 协鑫集成科技股份有限公司董事会 ...

Core Insights - The perovskite battery concept has seen a significant increase of 5.67%, ranking fourth among concept sectors, with 54 stocks rising, including notable gainers like Xian Dao Intelligent and Li Yuan Heng, which hit the 20% limit up [1][2] Market Performance - The perovskite battery sector attracted a net inflow of 4.305 billion yuan, with 43 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflows. Leading the inflow was Xian Dao Intelligent with 1.968 billion yuan [2][3] - Other notable stocks with significant net inflows include Longi Green Energy (0.408 billion yuan), Tongwei Co. (0.356 billion yuan), and Huagong Technology (0.353 billion yuan) [2] Stock Performance - Top performers in the perovskite battery sector included: - Xian Dao Intelligent: +20.01% with a turnover rate of 19.94% and a net inflow of 1.968 billion yuan [3] - Li Yuan Heng: +20.00% with a net inflow rate of 8.64% [4] - Mingyang Smart Energy: +9.97% with a net inflow rate of 18.04% [5] - Stocks with the highest net inflow ratios included Xizi Clean Energy (22.02%), Mingyang Smart Energy (18.04%), and Yaopi Glass (15.13%) [3][5] Decliners - The stocks with the largest declines included China Nuclear Power (-0.46%), Huangshi Group (-0.26%), and Lushan New Materials (-0.08%) [1][6]

Core Viewpoint - The article highlights the rapid development of emerging industries in Hefei, positioning it as a significant player in the global innovation landscape, particularly in quantum computing, artificial intelligence, and new energy sectors [1][3]. Group 1: Macroeconomic Perspective - Hefei is transitioning from a traditional agricultural province to a hub for strategic emerging industries, with Feixi County recognized as the first "billion county" in Anhui, maintaining a GDP growth rate of 4.5% in 2024 and a 12% annual increase in technology innovation investment [7]. - The integration of top-level policy design with market capital is essential for enhancing the efficiency of technology innovation and market application [10]. Group 2: Corporate Transformation - Anhui Mingbang Real Estate Group is evolving from a developer to a "city service provider," focusing on creating an integrated lifestyle that combines ecology, intelligence, and culture [13]. - The company is advancing its digital transformation in building intelligence and supply chain management to align with modern industry needs [13]. Group 3: Future Industries - Emerging sectors like low-altitude economy and biomanufacturing are projected to have significant market potential, with the low-altitude economy expected to exceed one trillion in scale [16]. - Companies are encouraged to strategically invest in second curve businesses through enhanced R&D, innovation platform development, and optimized result transformation mechanisms [16]. Group 4: Green Practices - The solar energy industry is focusing on creating a closed-loop full industry chain from upstream silicon particles to recycling, with efficiency improvements in component production [19]. - Companies like Sungrow Power Supply are embedding ESG principles into their operations, aiming for net-zero emissions across their supply chain [19]. - The construction industry is urged to adopt green building practices, with a significant emphasis on prefabricated construction to reduce pollution [21]. Group 5: Innovation Resonance - Technology is viewed as a means to enhance traditional industries rather than disrupt them, with companies leveraging data analytics to optimize operations and market strategies [24]. - The transformation of technology results into practical applications remains a global challenge, with firms like Mai Technology providing digital tools to enhance innovation efficiency [25]. - Quantum technology is being commercialized in areas such as secure communication and precision measurement, supported by local talent and policy [26]. Group 6: Strategic Development in Hefei - Hefei's southwest region is emerging as a new center for strategic emerging industries, focusing on electric vehicles, high-end intelligent manufacturing, and integrated health sectors [28]. - The region is leveraging its transportation infrastructure and innovation ecosystem to position itself as a key node in the national emerging industry layout [31].

Core Insights - The company reported a decline in revenue and significant losses in the first half of 2025, with a revenue of 7.694 billion yuan, down 5.16% year-on-year, and a net profit attributable to shareholders of -327 million yuan, down 854.29% year-on-year [1] - Despite the financial challenges, the company maintained a strong position in the industry, ranking among the top eight globally in component shipments, with a production capacity exceeding 30 GW and an overall capacity utilization rate above 80% [1] - The company is actively expanding its global marketing strategy, focusing on both domestic and international markets, and has secured significant procurement orders from major state-owned enterprises in China [2] Financial Performance - In Q2 2025, the company achieved a revenue of 4.539 billion yuan, a year-on-year decrease of 12.13%, but a quarter-on-quarter increase of 43.85% [1] - The net profit attributable to shareholders for Q2 was -129 million yuan, showing a reduction in losses compared to the previous quarter [1] - The company’s non-silicon costs decreased by over 20% year-on-year, and labor productivity improved by over 25%, indicating enhanced operational efficiency [1] Market Strategy - The company has developed a clear global marketing strategy, tailoring sales approaches to the unique characteristics of domestic and international markets [2] - In the domestic market, the company focused on large-scale project tenders from state-owned enterprises, securing significant contracts totaling 5.1 GW [2] - Internationally, the company expanded its sales network to over 20 new countries, promoting its products and solutions to nearly 100 countries and regions [2] Business Development - The system integration business showed steady growth, with successful project connections and new business models being developed [3] - The company is advancing its zero-carbon park business, with projects in the pipeline expected to be connected to the grid in the third quarter [3] - Collaborations with international partners, such as Saudi Aramco, are underway, focusing on solar system projects in various regions [3] Future Outlook - Revenue projections for 2025-2027 are estimated at 16.882 billion, 20.858 billion, and 23.827 billion yuan, respectively, with net profits expected to improve over the same period [3] - The company’s component business is expected to develop steadily, with overseas sales anticipated to continue growing [3]