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]

Core Insights - GCL-Poly Energy Holdings has reported an increase in shareholder accounts, reaching 223,144 as of June 30, 2025, which is an increase of 7,765 accounts or 3.61% compared to March 31, 2025 [1][2] - The average number of shares held per account decreased from 27,200 shares to 26,200 shares, with an average market value of 70,000 yuan per account [1][2] - GCL-Poly's stock price increased by 10.79% from March 31, 2025, to June 30, 2025, coinciding with the increase in shareholder accounts [1][2] Shareholder Statistics - As of June 30, 2025, the average number of shareholders in the photovoltaic equipment industry is 58,000, indicating that GCL-Poly's shareholder count is significantly higher than the industry average [1] - The average market value of shares held by shareholders in the photovoltaic equipment industry is 297,800 yuan, which is substantially higher than GCL-Poly's average of 70,000 yuan [1][2] Financial Flows - During the period from March 31, 2025, to June 30, 2025, GCL-Poly experienced a net inflow of 469 million yuan from institutional investors, while retail investors saw a net outflow of 68.07 million yuan [2]

Group 1 - The stock price of GCL-Poly Energy Holdings Limited closed at 2.64 yuan on August 27, 2025, down 1.86% from the previous trading day, with a trading volume of 1.9409 million shares and a transaction amount of 524 million yuan [1] - GCL-Poly's main business includes the research, production, and sales of photovoltaic modules and cells, positioning it within the photovoltaic equipment industry. The company has established production bases in Hefei and Funing, achieving over 30 GW of high-efficiency module capacity and 16 GW of high-efficiency TOPCon cell capacity [1] - In the first half of 2025, GCL-Poly reported operating revenue of 7.694 billion yuan, with module shipments exceeding 14 GW, representing a year-on-year growth of over 40%. The company has won multiple large-scale module procurement orders from major state-owned enterprises, ranking among the top three in the industry for project bidding scale [1] Group 2 - In terms of cost control, GCL-Poly has reduced non-silicon costs by over 20% year-on-year and improved per capita output efficiency by over 25% [1] - On August 27, 2025, the net inflow of main funds was 28.6296 million yuan, while the net outflow over the past five days was 23.4301 million yuan [2]

Core Viewpoint - GCL-Poly Energy reported a revenue of 7.694 billion yuan for the first half of 2025, with a net loss attributable to shareholders of 327 million yuan, although the net loss in the second quarter narrowed to approximately 129 million yuan [1] Group 1: Financial Performance - The company achieved a revenue of 7.694 billion yuan in the first half of 2025 [1] - The net profit attributable to shareholders was a loss of 327 million yuan [1] - The second quarter's net loss was approximately 129 million yuan, indicating a reduction in losses [1] Group 2: Operational Highlights - GCL-Poly's module shipment exceeded 14 GW and battery production reached 7.63 GW, both showing a year-on-year growth of over 40% [1] - The company secured significant procurement orders, including 1.5 GW from China General Nuclear Power Group and 1.81 GW from China Resources Power, ranking third in the industry for large state-owned enterprise project bids [1] Group 3: Cost Management and Efficiency - The company has focused on refined management and cost reduction, achieving a more than 20% year-on-year decrease in non-silicon costs and over 25% improvement in per capita output efficiency [1] - As of June 2025, GCL-Poly established over 30 GW of efficient module production capacity at its Hefei and Funing bases, and 16 GW of efficient TOPCon capacity at its Wuhu base, reaching industry-leading levels in product yield, inventory efficiency, and non-silicon cost control [1] - The company leads the industry in self-produced battery and module non-silicon costs, capacity utilization, inventory turnover days, and cash turnover efficiency, enhancing operational efficiency and reducing loss margins [1]

Core Viewpoint - GCL-Poly Energy Holdings Limited reported a net profit of approximately -327 million yuan for the first half of 2025, marking a year-on-year shift from profit to loss [1] Financial Performance - In the first half of 2025, GCL-Poly achieved operating revenue of approximately 7.694 billion yuan, a year-on-year decrease of 5.16% [1] - The company's net profit attributable to shareholders was approximately -327 million yuan, indicating a significant decline compared to the previous year [1] Product and Service Offering - GCL-Poly's product range includes high-efficiency solar cells, large-sized photovoltaic modules, and energy storage systems [1] - The company provides integrated solutions for smart energy storage, encompassing product design, customization, production, installation, and sales related to green energy projects [1] Market Performance - On August 26, 2025, GCL-Poly's stock price increased by 1.51%, closing at 2.69 yuan per share, with a total market capitalization of 15.74 billion yuan [1]