协鑫集成公告，公司于2025年10月24日召开第六届董事会第十七次会议，审议通过了《关于终止向特定 对象发行股票的议案》。鉴于当前光伏行业正经历周期性与结构性调整，公司决定主动终止本次向特定 对象发行股票事项。终止本次向特定对象发行股票事项系公司综合考虑市场环境因素、行业发展情况及 公司发展规划作出的审慎决策，不会对公司正常生产经营与持续稳定发展造成重大不利影响。 ...

证券代码：002506 证券简称：协鑫集成 公告编号：2025-069 协鑫集成科技股份有限公司 关于对子公司提供担保的进展公告 一、担保情况概述 协鑫集成科技股份有限公司（以下简称"协鑫集成"或"公司"）于 2025 年 4 月 27 日召开了第六届董事会第十次会议及 2025 年 5 月 20 日召开 2024 年度股东大 会，审议通过了《关于 2025 年度公司向融资机构申请综合授信及为子公司提供担 保的议案》，同意在 2025 年度公司及子公司拟向融资机构申请总额度不超过人民 币 112 亿元的综合授信额度，同时公司为子公司申请不超过人民币 88.7 亿元的担 保额度，公司子公司为子公司申请不超过人民币 2.3 亿元的担保额度，公司控股 子公司为公司申请不超过人民币 2 亿元的担保额度。上述综合授信以及担保额度 自 2024 年度股东大会通过之日起生效，有效期一年。 公司于 2025 年 5 月 30 日召开第六届董事会第十一次会议及 2025 年 6 月 18 日召开 2025 年第三次临时股东大会，审议通过了《关于控股子公司为控股子公司 新增担保额度的议案》，同意公司控股子公司合肥协鑫集成新能源科 ...

全球能源互联网发展合作组织主席、中国电力企业联合会理事长辛保安说，全球能源互联网是清洁能源 大规模开发，输送和使用的重要平台，是清洁主导、电为中心、互联互通、智慧高效的未来能源体系。 集合了新能源、数智化坚强电网、先进输电、新型电气化等创新技术，代表了全球能源新质生产力发展 的大趋势、大方向。 中国科学院院士、中国电力科学研究院名誉院长周孝信分析，从2025年到2060年，全社会用电量从10万 亿千瓦时增加到21万千瓦时。从2025年开始，每年新增的用电量应该由非化石能源提供。绿氢作为长期 储能介质，可在极端条件下为电力系统提高韧性支持。绿氢合成甲烷、甲醇等绿色燃料和化工原料，与 已初步实现产业化的绿氨等绿色燃料一起成为新型能源体系中重要绿色能源组成部分。 协鑫集团董事长朱共山指出，当前在国家政策引导和供给侧改革推动下，光伏行业已从"内卷"走向"破 卷"，预计2026年将迎来供需关系改善的拐点，产业链价格企稳将推动企业盈利水平回升。面向"十五 五"，他认为新能源产业将从"主力能源"迈向"主导能源"，长期向好趋势坚定不移。 能源基金会首席执行官兼中国区总裁邹骥表示，2024年清洁能源投资首次突破2万亿美元，可再 ...

Core Viewpoint - GCL-Poly Energy Holdings Limited has experienced a decline in stock price and financial performance, indicating potential challenges in the solar energy sector [1][2]. Group 1: Stock Performance - As of October 17, GCL-Poly's stock price fell by 2.36% to 2.48 CNY per share, with a trading volume of 1.67 billion CNY and a turnover rate of 1.13%, resulting in a total market capitalization of 14.509 billion CNY [1]. - Year-to-date, GCL-Poly's stock price has decreased by 7.12%, with a 3.13% drop over the last five trading days, 6.42% over the last 20 days, and 8.49% over the last 60 days [2]. Group 2: Financial Performance - For the first half of 2025, GCL-Poly reported a revenue of 7.694 billion CNY, a year-on-year decrease of 5.16%, and a net profit attributable to shareholders of -327 million CNY, representing a significant decline of 854.29% [2]. - The company has not distributed any dividends in the last three years, with a total payout of 158 million CNY since its A-share listing [3]. Group 3: Shareholder and Institutional Holdings - As of June 30, 2025, GCL-Poly had 223,100 shareholders, an increase of 3.61% from the previous period, with an average of 26,191 circulating shares per shareholder, a decrease of 3.48% [2]. - Among the top ten circulating shareholders, the photovoltaic ETF (515790) holds 54.5213 million shares, a reduction of 262,800 shares compared to the previous period [3].

Core Viewpoint - GCL-Poly achieved a net profit attributable to shareholders of -327 million yuan in the first half of the year, compared to a profit of 73 million yuan in the same period of 2024, indicating a significant decline in profitability [1] Financial Performance - In Q2, GCL-Poly reported a net profit attributable to shareholders of -129 million yuan, showing a narrowing loss compared to previous quarters [1] - The company's revenue and profitability are expected to stabilize as the industry moves towards "anti-involution," leading to a recovery in pricing [1] ESG and Market Position - GCL-Poly is advancing comprehensive ESG management to enhance its sustainable development brand, leveraging its extensive customer advantages [1] - The company secured significant component procurement orders from major state-owned enterprises, ranking third in the industry for large project bids [1] Market Expansion - GCL-Poly is actively expanding into emerging markets and accelerating the establishment of a global sales network [1]

Core Insights - Jiangsu Province's Federation of Industry and Commerce released the "2025 Jiangsu Private Enterprises Top 100" series lists, highlighting Suzhou's dominance in the rankings [1][2] Group 1: Rankings Overview - Suzhou has 53 companies listed in the "2025 Jiangsu Private Enterprises Top 200," with 7 companies in the top ten [1] - Hengli Group ranks first with a projected revenue of 871.5 billion yuan for 2024, followed by Shenghong Holding Group, Shagang Group, Hengtong Group, and Yongzhuo Holding [1] - Among the listed companies, 11 have revenues exceeding 100 billion yuan, with Suzhou accounting for 7, representing 63.6% of the total [1] Group 2: Manufacturing and R&D - Suzhou has 28 companies in the "2025 Jiangsu Private Enterprises Top 100 in Manufacturing," with the same top five companies as the overall ranking [1] - The "2025 Jiangsu Private Enterprises Top 100 in R&D Investment" includes 36 Suzhou companies, with Shagang Group, Shenghong Holding Group, Hengtong Group, GCL Group, and Sinopharm Holding in the top ten [1] Group 3: Economic Development - The Suzhou Federation of Industry and Commerce emphasizes the importance of large-scale private enterprise research, aiming to enhance the role of listed companies as benchmarks for high-quality economic development [2] - The number of Suzhou companies on the lists reflects the favorable business environment and strong growth of private enterprises in the region [2]

企查查APP显示，近日，协鑫（乌兰察布）新能源科技有限公司成立，注册资本1000万元，经营范围包含：太阳能发电技术服务；光伏设备及元器件制造； 光伏设备及元器件销售等。企查查股权穿透显示，该公司由协鑫集成（002506）间接全资持股。 | 十百合 R 全国企业信用查询 | 协鑫（乌兰察布）新能源科技有限公司 | | × 查一下 | | --- | --- | --- | --- | | 基本信息 8 | 法律诉讼 | 经营风险 | 经营信息 | | 法定代表人 | 原国 | 登记状态 | 存续(在营、开业、 | | | | 注册资本 | 1000万元 | | 组织机构代码 | MAEXEONK-9 | 工商注册号 | | | 企业类型 | 其他有限责任公司 | 营业期限 | 2025-09-28 至 2099- | | 人员规模 | | 参保人数 | l | | 所属地区 | 内蒙古自治区乌兰察布市察哈尔 右翼前旗 | 登记机关 | 察哈尔右翼前旗市场! | | 国标行业 | 电力、热力、燃气及水生产和供 应业（D） | 英文名 | Xiexin (Ulangab) Nev | | 注册地址 | 内蒙古自治区 ...

Group 1 - The stock of GCL-Poly Energy fell by 2.31% on September 26, with a trading volume of 219 million yuan [1] - The net financing purchase on that day was 293,600 yuan, with a total margin balance of 836 million yuan [1] - Both financing balance and short selling volume are at relatively low levels [1] Group 2 - The company, located in Suzhou, was listed in 2010 and specializes in crystalline silicon solar cells [1] - As of June 30, the number of shareholders increased while the average circulating shares per person decreased [1] - Revenue for the first half of 2025 decreased, and net profit showed a significant loss year-on-year, with cumulative cash dividends of 0 yuan over the past three years [1] Group 3 - Among the top ten circulating shareholders, the holdings of the photovoltaic ETF have decreased [1]

证券代码：002506 证券简称：协鑫集成 公告编号：2025-066 协鑫集成科技股份有限公司 关于控股股东及其一致行动人部分股份解除质押暨再质押 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。 协鑫集成科技股份有限公司（以下简称"协鑫集成"或"公司"）近日收到公司 控股股东协鑫集团有限公司（以下简称"协鑫集团"）及其一致行动人营口其印投 资管理有限公司（以下简称"营口其印"）函告，获悉协鑫集团及营口其印将所持 有本公司的部分股份办理了解除质押同时进行了再质押，具体事项如下： 一、控股股东及其一致行动人部分股份解除质押暨再质押的基本情况 | 股东名称 | 是否为控股股东 或第一大股东及 | 本次解除质押数 量 | 占其所 持股份 | 占公司总 股本比例 | 起始日 | 解除日期 | 质权人/申请人等 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 其一致行动人 | | 比例 | | | | | | 协鑫集团 有限公司 | 是 | 50,000,000 | 10.73% | 0.85% | ...

Overview - The company, GCL-Poly Energy Holdings Limited, has approved a total credit limit of up to RMB 11.2 billion for financing institutions and guarantees for subsidiaries amounting to RMB 8.87 billion for the year 2025 [1][2] Guarantee Situation - The company has signed a maximum guarantee contract with China Minsheng Bank Suzhou Branch, providing an irrevocable joint liability guarantee for its subsidiary, GCL-Poly Technology (Suzhou) Co., Ltd., with a maximum principal amount of RMB 50 million [3][7] Guarantee Details - The guarantee is effective from September 26, 2025, to September 26, 2026, covering principal, interest, penalties, and other related costs [7][8] - The total amount of guarantees provided by the company and its subsidiaries is RMB 412.264 million, which is 172.99% of the company's latest audited net assets [9] Subsidiary Information - GCL-Poly Technology (Suzhou) Co., Ltd. is a wholly-owned subsidiary with a registered capital of RMB 100 million, focusing on solar power solutions and related services [5][6]