Group 1 - The core viewpoint of the news highlights the growth in China's laminated glass production, with a reported output of 12.85 million square meters in May 2025, reflecting a year-on-year increase of 0.4% [1] - Cumulative production from January to May 2025 reached 63.82 million square meters, showing a cumulative growth of 6.3% [1] Group 2 - The companies mentioned in the laminated glass industry include Qibin Group, Nanshan Glass, Fuyao Glass, Jinjing Technology, Kaisheng New Energy, Yaopi Glass, Shandong Pharmaceutical Glass, and Yamaton [1] - The report referenced is the "2025-2031 China Laminated Glass Industry Market Status Survey and Development Trend Judgment Report" published by Zhiyan Consulting [1]

Group 1 - The core viewpoint of the article highlights a decline in China's flat glass production, with a reported decrease of 5.7% in May 2025 compared to the previous year [1] - Cumulative flat glass production from January to May 2025 reached 40,176.8 million weight cases, reflecting a 4.9% decrease year-on-year [1] - The article references a report by Zhiyan Consulting, which provides insights into the market supply and demand dynamics of the glass products industry in China from 2025 to 2031 [1] Group 2 - The listed companies in the glass industry include Qibin Group, Nanshan Glass A, Jinjing Technology, Kaisheng New Energy, Yaopi Glass, Shandong Pharmaceutical Glass, Yamaton, and Fuyao Glass [1] - The data source for the production statistics is the National Bureau of Statistics, with the information organized by Zhiyan Consulting [1] - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports and customized services [1]

Market Overview - On September 18, the photovoltaic equipment sector declined by 2.2%, with Fulete leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers in the photovoltaic equipment sector included: - Tongling Co., Ltd. (301168) with a closing price of 42.55, up 5.37% [1] - ST Mubang (603398) at 7.19, up 4.96% [1] - Yijing Photovoltaic (600537) at 4.50, up 3.21% [1] - Major decliners included: - Fucai Te (601865) at 17.76, down 5.88% [2] - JinkoSolar (002459) at 12.96, down 5.54% [2] - Yamaton (002623) at 21.20, down 4.80% [2] Capital Flow - The photovoltaic equipment sector experienced a net outflow of 30.2 billion yuan from institutional investors, while retail investors saw a net inflow of 19.89 billion yuan [2] - The sector's capital flow details indicate that: - Jinlang Technology (300763) had a net inflow of 1.03 billion yuan from institutional investors [3] - DiKe Co., Ltd. (300842) saw a net inflow of 13.89 million yuan from institutional investors [3] - ST Quanzhang (300093) had a net inflow of 11.88 million yuan from institutional investors [3]

Core Viewpoint - Yamaton announced the election of Lin Jinxie as the chairman of the board on the evening of September 15 [2] Company Summary - Yamaton has made a significant leadership change by electing Lin Jinxie as the new chairman [2]

Group 1 - The company, Yamaton, announced on September 15 that it will hold its first meeting of the sixth board of directors on September 15, 2025, to approve the use of idle raised funds for structured deposits or financial products [1] - The company plans to manage up to RMB 30 million of idle raised funds for cash management, ensuring that it does not affect the normal investment plans [1] - As of the report, Yamaton's market capitalization is RMB 4.4 billion [1] Group 2 - For the first half of 2025, Yamaton's revenue composition shows that new energy accounts for 88.61%, electronic glass and display devices account for 10.99%, and other businesses account for 0.4% [1]

Group 1 - The company Yamaton (SZ 002623) held its first meeting of the sixth board of directors on September 15, 2025, to discuss the appointment of the board secretary and other documents [1] - For the first half of 2025, Yamaton's revenue composition was as follows: 88.61% from new energy, 10.99% from electronic glass and display devices, and 0.4% from other businesses [1] - As of the report date, Yamaton's market capitalization was 4.4 billion yuan [1]

关于常州亚玛顿股份有限公司 使用部分闲置募集资金进行结构性存款或购买理财产品的 核查意见 国金证券股份有限公司（以下简称"国金证券"或"保荐机构"）作为常 州亚玛顿股份有限公司（以下简称"亚玛顿"或"公司"）非公开发行股票的保 荐机构，根据《证券发行上市保荐业务管理办法》《上市公司募集资金监管规则》 《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等法律法规和规范性文件的规定，对亚玛顿使用 部分闲置募集资金进行结构性存款或购买理财产品事项进行了核查，具体如下： 一、募集资金基本情况 经中国证券监督管理委员会"证监许可[2021]595 号"《关于核准常州亚玛 顿股份有限公司非公开发行股票的批复》核准，公司于 2021 年 6 月 30 日非公开 发行新股 39,062,500 股，募集资金总额人民币 1,000,000,000.00 元，扣除承销保 荐费人民币 12,000,000.00 元后，金额为人民币 988,000,000.00 元。以上募集资金 到位情况已由天职国际会计师事务所（特殊普通合伙）审验确认，并由其出具了 《验资报告》（天职业字[202 ...

证券代码：002623 证券简称：亚玛顿 公告编号：2025-053 常州亚玛顿股份有限公司 关于董事会完成换届选举及聘任高级管理人员、内部审计负责人 和证券事务代表的公告 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 9 月 8 日召开职 工代表大会，选举产生 1 名职工代表董事。公司于 2025 年 9 月 15 日召开 2025 年第二次临时股东会，选举产生了公司第六届董事会 4 名非独立董事、3 名独立 董事，以上 8 名董事共同组成公司第六届董事会。同日，公司召开第六届董事会 第一次会议，选举产生了第六届董事会董事长、董事会各专门委员会成员，聘任 了公司高级管理人员、内部审计负责人以及证券事务代表。现将具体情况公告如 下： 一、公司第六届董事会组成情况 公司第六届董事会由 8 名董事组成，其中非独立董事 5 名（含职工代表董事 1 名），独立董事 3 名，成员如下： 非独立董事：林金锡先生（董事长暨代表公司执行公司事务的董事）、林金 汉先生、赵东平先生、刘芹女士 独立董事：周国来先生、张雪 ...

证券代码：002623 证券简称：亚玛顿 公告编号：2025-054 常州亚玛顿股份有限公司 关于使用部分闲置募集资金进行结构性存款或购买理财产品的公告 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。 常州亚玛顿股份有限公司（以下简称"公司"）于 2025 年 9 月 15 日召开第 六届董事会第一次会议，审议通过了《关于使用部分闲置募集资金进行结构性存 款或购买理财产品的议案》，同意在确保不影响募集资金投资计划正常进行的情 况下，公司对最高额度不超过人民币 3,000 万元的部分闲置募集资金适时进行现 金管理，投资于安全性高、流动性好、有保本约定的结构性存款或理财产品。 根据中国证监会《上市公司募集资金监管规则》《深圳证券交易所上市公司 自律监管指引第 1 号——主板上市公司规范运作》，本次事项在公司董事会的审 批权限内，无需提交公司股东会审议。现将有关情况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会"证监许可[2021]595 号"《关于核准常州亚玛 顿股份有限公司非公开发行股票的批复》核准，公司于 2021 年 6 月 30 日非公开 发行 ...

证券代码：002623 证券简称：亚玛顿 公告编号：2025-050 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。 一、募集资金的基本情况 经中国证券监督管理委员会"证监许可[2021]595 号"《关于核准常州亚玛 顿股份有限公司非公开发行股票的批复》核准，公司于 2021 年 6 月 30 日非公开 发行新股 39,062,500 股，募集资金总额人民币 1,000,000,000.00 元，扣除承销 保荐费人民币 12,000,000.00 元后，金额为人民币 988,000,000.00 元。以上募 集资金到位情况已由天职国际会计师事务所（特殊普通合伙）审验确认，并由其 出具了《验资报告》（天职业字[2021]32613 号）。上述到位的募集资金扣除律 师费用、审计及验资费用、信息披露费、用于本次发行的手续费及其他与发行权 益性证券直接相关的发行费用人民币 1,853,316.00 元后，公司本次实际募集资 金净额为 986,146,684.00 元。 公司于 2025 年 4 月 25 日召开第五届董事会第二十次会议和第五届 ...