今日是关税会议后的首个交易日，A股三大指数涨跌不一，截至收盘，沪指涨0.17%，深成指跌0.13%，创业板指跌0.12%，北证50指数跌0.94%。 全市场成交额13260亿元，较上日缩量149亿元。 板块题材上，港口航运、光伏设备、银行、医疗服务、贵金属板块涨幅居前；军工、人形机器人、智能交通、铜缆高速连接概念股跌幅居前。 昨夜美股在中美关税会议后迎来大涨，标普500指数涨3.26%；道琼斯指数涨2.81%；纳斯达克指数涨4.35%。 值得一提的是，道指和标普的年内跌幅已分别收窄至0.32%和0.64%，纳指的累计跌幅为3.12%，但该指数较上月低位反弹超20%。 避险资产黄金周一暴跌近3%，主要原因在于美中宣布贸易战暂时"休兵"，今日早盘现货黄金延续跌势。 01 美对中关税 还余30% 昨日收盘后，中美日内瓦经贸会谈联合声明发布，从结果来看，无论是时间，速度还是降低关税的幅度都超出了市场预期，港股一度直线拉升涨超 6%。 5月13日，开盘后市场表现平淡。从大盘上来看，上证指数、恒生指数早已站上4月2日"对等关税"之前的位置，此次超预期利好也被市场解读为利 好出尽。 民生证券最新研报表示，美国对华关税，从 ...

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing above the annual line, indicating a slight increase of 0.23% and a total trading volume of 1,076.285 billion yuan [1]. Group 1: Market Performance - As of 13:59 today, the Shanghai Composite Index stands at 3,377.11 points, reflecting a year-to-date performance above the annual line [1]. - A total of 49 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1]. Group 2: Notable Stocks - The stocks with the largest deviation rates include: - Baoxin Technology (002514) with a deviation rate of 5.49% and a daily increase of 9.93% [1]. - ST Zhongzhu (600568) with a deviation rate of 4.76% and a daily increase of 5.22% [1]. - King Med (603882) with a deviation rate of 4.28% and a daily increase of 4.42% [1]. - Other stocks that have just crossed the annual line include: - Duofu Du (002506) with a deviation rate of 4.02% and a daily increase of 9.95% [1]. - Shapais (300791) with a deviation rate of 4.16% and a daily increase of 4.67% [1]. Group 3: Trading Data - The total trading volume for A-shares today reached 1,076.285 billion yuan, indicating active market participation [1]. - The stocks listed show varying turnover rates, with some stocks like Baoxin Technology and ST Zhongzhu having turnover rates of 9.92% and 1.36% respectively [1].

在评级方面，公司在2025年度EcoVadis企业社会责任评估中荣获集团级（Group）银牌认证，公司首次 参评即在全球参评的15万家企业中位列前15%；在全球环境信息研究中心（CDP）全球企业评级中获 得"B级"认定；获得WindESG评级A级。上述评级结果均处于行业领先水平。 协鑫集成相关人士在业绩说明会上还提到，公司历来重视科学的治理结构、维护全体投资人的利益。公 司管理层高度重视投资者回报，积极通过回购股份及高管增持等方式维护公司股价。公司将持续推进公 司高质量发展，以更加规范的治理和优秀的业绩回报广大投资者。 （文章来源：证券日报） 本报讯 （记者张文湘）5月9日，协鑫集成科技股份有限公司（以下简称"协鑫集成"）举行网上业绩说 明会，就当前市场投资者关注的热点问题进行了回复。 协鑫集成相关人士表示，公司重点开发的GPC（GraphicalPrecise-dopingContact）电池项目产品目前已迭 代至GPC2.0，而GPC3.0正在规划中，GPC2.0平均测试效率已达27.6%，最高效率可达28.2%，平均良率 可达95%。公司将根据市场需求及行业发展，适时推动GPC产品的市场化进程。 协鑫集 ...

证券代码：002506 证券简称：协鑫集成 协鑫集成科技股份有限公司投资者关系活动记录表 编号：2025-001 | | □特定对象调研 □分析师会议 ☑业绩说明会 | | --- | --- | | 投资者关 | □媒体采访 □路演活动 | | 系活动类 | □新闻发布会 | | 别 | □现场参观 □其他 | | 参与单位 | | | 名称及人 | 参加"协鑫集成 2024年度网上业绩说明会"的全体投资者 | | 员姓名 | | | 时间 | 2025 年 5 月 9 日 15:00-17:00 | | 地点 | 深圳证券交易所"互动易"网站（http://irm.cninfo.com.cn）"云访谈 | | | "栏目 | | 上市公司 | 公司总经理：蒋卫朋 | | 接待人员 | 独立董事：程博 | | 姓名 | 副总经理兼财务总监：方建才 | | | 副总经理兼董事会秘书：马君健 | | | 一、活动总体情况 | | | 公司于 2025 年 5 月 9 日（星期五）15:00-17:00 在深圳证券交易所" | | | 互动易"网站（http://irm.cninfo.com.cn）"云访谈"栏目 ...

投资建议：公司战略转型效果显著，海外业务实现高增，光伏组件出货市占率稳居前十。随着光伏产业 链报价见底，行业盈利有望逐步迎来修复，公司营业收入有望见底，盈利有望回升。我们预计公司 2025-2027年营业收入分别为176.60 亿元、203.48 亿元、239.16 亿元；归母净利润分别为1.16 亿元、 2.18 亿元、4.20 亿元，对应 EPS 分别为0.02 元、0.04元、0.07 元，维持"买入"评级。 风险提示：原材料价格波动风险、下游需求风险、市场竞争加剧风险、政策风险。 事件一：公司近日发布2024 年年度报告，实现营业收入162.40 亿元，同比+1.70%，实现归母净利润 0.68 亿元，同比-56.70%；其中Q4 实现营收42.50 亿元，同比-35.18%，环+9.61%；实现归母净利-0.14 亿元，同比-189.28%，环-135.29%。 事件二：公司近日发布2025 年一季度报告，实现营业收入31.55 亿元，同比+7.06%，环比-25.75%；实 现归母净利润-1.98 亿元，同比-911.39%，环比-1354.18% 出货稳居前10，全球化品牌助力海外业务高增。基于 ...

金融界2025年5月7日消息，国家知识产权局信息显示，合肥协鑫集成新能源科技有限公司取得一项名 为"全面屏光伏组件打胶用胶头"的专利，授权公告号CN222817204U，申请日期为2024年6月。 专利摘要显示，本申请公开全面屏光伏组件打胶用胶头，包括相连接且连通设置的安装座和胶管；胶管 为扁平结构，内部形成有过胶腔；过胶腔沿胶管的轴向延伸以贯通胶管的顶面，形成一进胶口，并贯通 胶管的底面，形成一出胶口，胶管的底面水平设置并垂直于胶管的轴向；胶管的一长边侧设置有一限流 口，限流口与过胶腔相连通；限流口自胶管一长边侧的底面，沿胶管的轴向朝进胶口延伸，限流口于水 平方向的宽度等于过胶腔的宽度。本申请的胶头在打胶过程中，胶管的出胶口平行于光伏边框的打胶 面，限流口的朝向与胶头的打胶行进方向相反。当胶水经出胶口流出后，受行进方向、出胶口和限流口 的限制，出胶后的胶型宽度、高度可保持一致，满足全面屏光伏组件边框打胶需求。 天眼查资料显示，合肥协鑫集成新能源科技有限公司，成立于2020年，位于合肥市，是一家以从事科技 推广和应用服务业为主的企业。企业注册资本219910.24万人民币。通过天眼查大数据分析，合肥协鑫 集成 ...

Core Viewpoint - In 2024, the company reported a slight increase in revenue but a significant decline in net profit, indicating challenges in profitability despite revenue growth in certain segments [1][4]. Financial Performance - In 2024, the company achieved operating revenue of 16.24 billion, a year-on-year increase of 1.7%, and a net profit attributable to shareholders of 0.07 billion, a decrease of 56.7% [1]. - For Q1 2025, the company reported operating revenue of 3.16 billion, a year-on-year growth of 7.1%, but a net loss of 0.2 billion compared to a profit of 0.02 billion in the same period last year [1]. Business Segments Component Business - In 2024, the component business generated revenue of 13.52 billion, a year-on-year decrease of 6.6%, with a gross margin of 8.0%, down 0.9 percentage points [2]. - The company shipped 21.4 GW of components, marking a year-on-year increase of 30.4%, and has established a robust capacity for N-type high-performance products [2]. System Integration - The system integration package business saw a revenue increase of 90.4% in 2024, reaching 2.32 billion, with a gross margin of 9.9%, up 1.8 percentage points [3]. - The company adopted a strategy of "point-to-surface" development, leading to significant growth in system integration performance, alongside a focus on backend business development [3]. Future Outlook - Revenue projections for 2025-2027 are 18.19 billion, 22.12 billion, and 26.55 billion, with year-on-year growth rates of 12.0%, 21.6%, and 20.0% respectively [4]. - Expected net profits for the same period are 0.23 billion, 0.42 billion, and 0.57 billion, with substantial growth rates of 238.9%, 81.5%, and 35.8% [4].

Core Viewpoint - The company aims to become a global leader in green energy system integration, focusing on high-efficiency batteries, large-size photovoltaic modules, and energy storage systems, while promoting a comprehensive service model that includes product design, customization, production, installation, and sales [3][4][10]. Company Overview - The company is committed to integrating green energy into daily life and aims to drive innovation through green energy technology during the "14th Five-Year Plan" period, aligning with national strategies for carbon peak and carbon neutrality [3][4]. - The company has established a global presence, with subsidiaries in Japan, North America, Singapore, Germany, and other regions, covering 75 countries and becoming a key supplier in multiple markets [4][10]. Business Performance - In 2024, the company achieved a revenue of 1,623,978.68 million yuan, a year-on-year increase of 1.70%, while the net profit attributable to shareholders was 6,829.40 million yuan, a decline of 56.70% [9][11]. - The company maintained a strong market position, ranking fourth in winning bids for large state-owned enterprise projects in China and achieving significant growth in domestic and international sales [10][11]. Strategic Initiatives - The company has implemented a dual strategy of performance and technology, focusing on cost reduction and profit increase, while enhancing operational efficiency and product quality [9][11]. - The company has launched the "Gexin Carbon Chain" platform, which integrates blockchain technology for carbon management, achieving a 21.3% reduction in product carbon value compared to industry standards [18][20]. Technological Innovation - The company has established a robust R&D framework, with 656 authorized patents and a 40% increase in R&D investment, reinforcing its leadership in photovoltaic technology [15][16]. - The company has introduced high-efficiency products, including the GPC2.0 component, which utilizes advanced technologies to enhance performance and reliability [16][17]. Market Challenges and Responses - The global photovoltaic industry is facing supply-demand imbalances and price adjustments, prompting the company to adapt its strategies and optimize resource allocation [8][9]. - The company is actively expanding its international market presence and enhancing its operational efficiency to navigate the competitive landscape [10][11].

智通财经记者｜马悦然 "在晶硅领域，硅材料非常重要的技术是颗粒硅+CCZ；THBC是晶硅路线在电池端的终极技术，协鑫集 成的下一步技术策略，就是BC加叠层。" 近日，协鑫集成(002506.SZ)副总裁兼董事会秘书马君健在接受智通财经等媒体采访时表示。 CCZ是指连续直拉单晶技术，相比主流应用的多次拉晶技术，可以提升生产效率、降低生产成本。 THBC技术则是和TOPCon、HJT相叠加的BC技术。 协鑫集成是除爱旭股份(600732.SH)、隆基绿能(601012.SH)两家公司外，A股第三家明确将BC技术提到 公司如此高战略位置的光伏龙头。 BC电池(Back Contact Cell)是一种通过将电池的正负电极全部置于背面、正面无任何栅线遮挡的光伏电 池技术。 3月，协鑫集成曾斥资8亿元，与徐州日晟低碳产业投资合伙企业合作，成立合资公司徐州鑫曜新能源。 通过一系列相关交易，徐州高新卓曜新能源（下称卓曜新能源）资产将注入上述新成立公司，合资公司 将持有卓曜新能源90.957%的股权。 以隆基绿能、爱旭股份为首的BC阵营，则坚定看好该技术发展，此前两家公司老板联手喊话，两到三 年后BC市场份额50%以上。 " ...

Core Viewpoint - In 2024, GCL-Poly Energy Holdings Limited reported a revenue of 16.24 billion yuan, a year-on-year increase of 1.70%, but a net profit attributable to shareholders of 68.29 million yuan, a decline of 56.70% [1] Group 1: Company Performance - The company maintained a strategic focus on "performance and technology dual promotion, cost reduction and profit increase dual grasp" [1] - GCL-Poly ranked fourth in the industry for the scale of winning bids in large state-owned enterprise projects, with significant increases in battery and module production capacity utilization [1] - The company achieved a substantial increase in module shipments, ranking among the top eight globally [1][2] Group 2: Research and Development - In 2024, GCL-Poly increased its R&D investment to over 210 million yuan, a year-on-year increase of 43.59% [2] - The main products focus on TOPCon high-efficiency bifacial double-glass modules, with the highest conversion efficiency reaching 23.2% [2] - The company is actively developing GPC high-efficiency modules, with GPC battery efficiency surpassing 27.5% as of April 2024 [2] Group 3: Industry Trends - In 2024, China's new photovoltaic installations reached 277.57 GW, a year-on-year increase of 28.3% [3] - The photovoltaic industry faced a continuous decline in prices due to intense competition, leading to widespread losses among many companies [3] - The industry is showing signs of stabilization in component prices, with potential for rational price recovery in 2025 [3] Group 4: Future Outlook - GCL-Poly aims to maintain its global ranking among the top eight in module shipments while steadily increasing market share [3] - The company plans to continue increasing R&D investment and enhance the layout of battery and module research institutes [3]