Group 1 - The core viewpoint of the articles highlights that the top ten domestic photovoltaic glass manufacturers have collectively decided to reduce production by 30% to address the supply-demand imbalance in the market [1][4] - The reduction in production is expected to decrease the glass supply to approximately 45GW in July [1][4] - Experts indicate that if the collective production cut is successfully implemented, it could help in the recovery of glass prices [1][3] Group 2 - Several photovoltaic glass companies have responded to the production cut news, stating that they are currently operating normally and have not received formal notices for production halts [2] - Companies like Aiyamaton are looking to expand overseas to alleviate competitive pressures in the domestic market, with plans to invest in a new production line in the UAE [2] - The photovoltaic glass industry has been experiencing continuous losses, with the average profit margin declining significantly over the past weeks [5] Group 3 - The supply side of photovoltaic glass has already begun to reduce production since June, with a total of 3,850 tons/day capacity being cut or idled [4] - The demand side has weakened, leading to an increase in inventory levels among glass manufacturers [4] - As of June 30, the price of 3.2mm coated photovoltaic glass dropped by 5.13% to 18.5 yuan/m², while the price of 2.0mm coated glass fell by 4.35% to 11.0 yuan/m² [5]

Group 1 - The news regarding the collective production cut of 30% by leading domestic photovoltaic glass companies starting in July is confirmed, which will accelerate capacity clearance and promote sustainable and healthy development of the industry [1] - The competition in the domestic photovoltaic glass industry is intensifying, while the significant demand in overseas markets provides a broad development space for photovoltaic glass companies [1] - The company’s board has recently approved a proposal to invest in a production line project in the UAE with an annual capacity of 500,000 tons of photovoltaic glass, aiming to leverage local resource advantages and enhance its core technological strengths in the photovoltaic glass sector [1]

Group 1 - The company held its 21st meeting of the 5th Board of Directors on June 16, 2025, with all 7 directors present, either in person or via telecommunication [1] - The Board approved a proposal to provide a guarantee for its subsidiary, Benxi Yamaton New Materials Co., Ltd., for a bank loan of 10 million yuan, with the company providing a guarantee of 5.1 million yuan based on its 51% ownership [2] - The Board also approved the convening of the 2025 First Extraordinary General Meeting of Shareholders, scheduled for July 7, 2025 [2] Group 2 - The loan from Shengjing Bank is intended to meet the daily operational needs of the subsidiary [2] - The proposal for the guarantee will be submitted for approval at the upcoming shareholders' meeting [2] - The company ensures that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1]

证券代码：002623 证券简称：亚玛顿 公告编号：2025-029 ? 被担保方亚玛顿（本溪）新材料有限公司（以下简称"本溪亚玛顿"）为 常州亚玛顿股份有限公司（以下简称"公司"）合并报表范围内的控股子公司。 ? 被担保方本溪亚玛顿最近一期经审计资产负债率超过 70%，请投资者充 分关注担保风险。 一、担保情况概述 公司控股子公司本溪亚玛顿为满足日常经营需求，拟向盛京银行股份有限公 司本溪县支行申请综合授信，期限为一年，主要用于流动资金贷款，合计金额 保，即公司拟以持股比例 51%为本溪亚玛顿提供 510 万元的连带责任保证担保， 贷款剩余部分则由关联股东提供连带责任保证担保。 上述担保合同尚未签订，公司将授权公司管理层根据公司经营计划和资金安 排，办理具体相关事宜。 常州亚玛顿股份有限公司 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。 特别提示： 本次担保事项已经公司 2025 年 6 月 20 日召开的第五届董事会第二十一次会 议审议通过。根据中国证监会和深圳证券交易所的有关法律、法规及《公司章程》 《对外担保管理办法》等有关规定,鉴于被担保方本溪亚玛 ...

Concept Performance - The PET copper foil concept saw a daily increase of 2.09%, while the combustible ice concept experienced a decline of 4.14% [1] - Other notable increases included photolithography at 1.45% and BC battery at 1.13%, while short drama games fell by 3.07% [1] Low-E Glass Concept - The Low-E glass concept had a net inflow of 0.45 billion yuan, with seven stocks receiving net inflows, led by Wanshun New Materials with 20.91 million yuan [1] - Key stocks in the Low-E glass concept included Wanshun New Materials, Hainan Development, and Qibin Group, with respective net inflows of 20.91 million yuan, 17.66 million yuan, and 13.23 million yuan [1] Stock Performance - As of June 20, the Low-E glass concept increased by 0.64%, ranking 10th among concept sectors, with Wanshun New Materials, Hainan Development, and Qibin Group leading the gains at 4.68%, 2.64%, and 1.62% respectively [3] - Decliners in the Low-E glass concept included XinSai Co., Sanxia New Materials, and AnCai High-Tech, with declines of 2.53%, 1.00%, and 0.22% respectively [3] Fund Flow Ratios - Fund inflow ratios were highest for Qibin Group, Wanshun New Materials, and Hainan Development, with net inflow rates of 11.05%, 7.29%, and 5.62% respectively [2][4] - Wanshun New Materials had a trading volume of 20.91 million yuan and a turnover rate of 7.81% [2]

证券代码：002623 证券简称：亚玛顿 公告编号：2025-029 常州亚玛顿股份有限公司 关于为控股子公司提供担保的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 公司名称：亚玛顿（本溪）新材料有限公司 注册地址：辽宁省本溪市本溪满族自治县高官镇工业园区 注册资本：1,500 万元人民币 统一社会信用代码：91210521MABYH32U77 企业类型：其他有限责任公司 法定代表人：林金锡 经营期限：2022-09-06 至 2032-09-05 经营范围：一般项目：技术玻璃制品制造，技术玻璃制品销售，光学玻璃制 造，光学玻璃销售，功能玻璃和新型光学材料销售，光伏设备及元器件制造，光 伏设备及元器件销售，货物进出口，技术服务、技术开发、技术咨询、技术交流、 技术转让、技术推广（除依法须经批准的项目外，凭营业执照依法自主开展经营 活动）。 被担保方亚玛顿（本溪）新材料有限公司（以下简称"本溪亚玛顿"）为 常州亚玛顿股份有限公司（以下简称"公司"）合并报表范围内的控股子公司。 被担保方本溪亚玛顿最近一期经审计资产负债率超过 70%，请投资者充 ...

证券代码：002623 证券简称：亚玛顿 公告编号：2025-028 常州亚玛顿股份有限公司 关于召开 2025 年第一次临时股东大会的通知 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。 常州亚玛顿股份有限公司（以下简称"公司"）于 2025 年 6 月 20 日召开 第五届董事会第二十一次会议，会议审议通过了《关于召开 2025 年第一次临时 股东大会的议案》，本次股东大会召集程序符合有关法律、行政法规、部门规 章、规范性文件和《公司章程》的规定。现将本次股东大会的有关事宜通知如 下： （1）现场投票：股东本人出席现场会议或者通过授权委托书委托他人出席 现场会议； （2）网络投票：公司将通过深圳证券交易所交易系统和互联网投票系统 （http://wltp.cninfo.com.cn）向全体股东提供网络形式的投票平台，公司股 东可以在上述网络投票时间内通过上述系统行使表决权。 公司股东只能选择现场投票和网络投票中的一种表决方式参加本次股东大 一、召开会议的基本情况： 1、召集人：公司董事会 2、会议召开的合法、合规性：2025 年 6 月 20 日经公司第五 ...

证券代码：002623 证券简称：亚玛顿 公告编号：2025-027 （二）审议通过了《关于召开 2025 年第一次临时股东大会的议案》 常州亚玛顿股份有限公司 第五届董事会第二十一次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 常州亚玛顿股份有限公司（以下简称"公司"）第五届董事会第二十一次会 议通知于 2025 年 6 月 16 日以书面、电话和电子邮件的形式发出，并于 2025 年 6 月 20 日以现场与通讯表决相结合的方式在常州市天宁区青龙东路 616 号公司 会议室召开。会议由公司董事长林金锡先生主持，应到董事 7 名,实到董事 7 名。 其中 5 名董事现场出席会议，邹奇仕女士、周国来先生以通讯方式表决。监事会 成员及高级管理人员列席本次会议。会议召开符合《中华人民共和国公司法》等 法律、法规和《公司章程》的规定。 一、董事会会议审议情况： 经过审议，与会董事以记名投票方式表决通过了如下议案： （一）审议通过了《关于为控股子公司提供担保的议案》 表决结果：7 票同意，0 票反对，0 票弃权。 公司控股子公司亚玛顿（本溪）新材料有限 ...

Group 1 - The National Development and Reform Commission and the National Energy Administration are promoting the application of green electricity and the coordinated development of distribution networks and distributed renewable energy [1] - Provincial energy authorities are tasked with organizing assessments of the capacity for distributed photovoltaic integration into the grid and developing targeted measures to enhance this capacity [1] - Power supply companies are encouraged to establish long-term service mechanisms to promote green electricity consumption among key energy users [1] Group 2 - Anhui Huasheng New Materials Co., Ltd. is undertaking a technical transformation project to increase its production capacity of monocrystalline silicon wafers from 2.7GW to 6GW, with an investment of approximately 42 million yuan [2] - The project will add 3.3GW of new monocrystalline silicon wafer capacity through equipment upgrades and process optimizations [2] Group 3 - Changzhou Yamaton Co., Ltd. is investing approximately 24 million USD to establish a 500,000-ton photovoltaic glass production line in the UAE, enhancing its overseas strategic layout [3] - The project includes the construction of a glass melting furnace and supporting deep processing production lines [3] Group 4 - Waaree Solar, a subsidiary of Indian company Waaree Energies, has signed a supply agreement worth 176 million USD for 586MW of solar photovoltaic modules with a US independent power producer [4] - The modules will be produced in Texas and delivered in phases between the 2026-2027 fiscal years [4] - Waaree Energies is the second-largest solar module manufacturer in India, holding a 10.7% market share according to Mercom's latest report [5]

证券代码：002623 证券简称：亚玛顿 公告编号：2025-026 常州亚玛顿股份有限公司 关于阿联酋全资子公司完成工商注册登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 常州亚玛顿股份有限公司（以下简称"公司"）于 2025 年 4 月 28 日召开第 五届董事会第二十次会议，并于 2025 年 5 月 19 日召开 2024 年度股东大会审议 通过了《关于在阿联酋投资建设年产 50 万吨光伏玻璃生产线项目的议案》，同 意公司通过全资子公司亚玛顿（中东北非）有限公司在阿联酋设立全资子公司， 并投资建设年产 50 万吨光伏玻璃生产线项目（包含玻璃窑炉及配套深加工生产 线）。具体内容详见《证券时报》《中国证券报》《证券日报》《上海证券报》 《经济参考报》和公司指定信息披露网站巨潮资讯网（http://www.cninfo.com. cn）上的相关公告。 一、注册登记情况 近日，公司已完成了阿联酋全资子公司的相关工商注册登记手续，并取得了 Abu Dhabi Free Zone 下发的《Industrial License》，主要登记信息如下： 公司 ...