Core Insights - The lawsuit initiated by the local government against the company for the return of 140 million yuan in subsidies highlights the strained relationship between enterprises and local governments during the adjustment period of the photovoltaic industry [2][5] - The freezing of the company's main bank accounts signals a critical pressure on its cash flow and operational capabilities, potentially affecting daily operations, supplier payments, and employee salaries [2][4] Project Background - The Huai'an photovoltaic project was a key part of the company's strategic transition from traditional industries to the renewable energy sector, with a total investment exceeding 1 billion yuan [3] - The project received comprehensive support from the local government, including land, tax incentives, and direct financial subsidies, with the disputed 140 million yuan being a significant component of this support [3] Company Situation - The company is facing dual challenges of transformation pains and financial pressure, having aggressively entered the photovoltaic sector in search of a new growth trajectory after stagnation in its traditional business [4] - The freezing of bank accounts poses a severe threat to the company's operations, potentially leading to supplier payment issues and financial institution withdrawal, which could trigger further financial distress [4][7] Industry Context - The company's predicament reflects a broader issue faced by many traditional companies entering the photovoltaic sector, particularly as the industry enters a deep adjustment phase with overcapacity and declining prices [5][6] - The reliance on government subsidies tied to project progress and investment metrics has led to widespread disputes as market conditions change, exemplified by the company's situation [5] Legal and Financial Implications - If the company loses the lawsuit, it will not only have to repay the 140 million yuan but also face potential interest payments, severely impacting its cash flow [7] - The freezing of bank accounts is viewed as a high-risk signal by financial institutions, which may lead to reduced loan limits and increased financing costs, further straining the company's financial health [7] Response Strategies - The company may seek to negotiate with the local government for a revised project timeline or alternative repayment arrangements to address the subsidy return issue [8] - Exploring asset disposals or strategic partnerships could provide necessary funding, although these options may be challenging in the current market environment [8] - Long-term, the company needs to reassess its competitive position in the photovoltaic sector and consider focusing on core strengths or collaborating with industry leaders to mitigate risks [8]

查看更多考评等级 一笔曾代表产业希望的光伏补贴，如今成了悬在上市公司头顶的达摩克利斯之剑。 2026年1月19日，棒杰股份发布公告，因子公司淮安光伏项目停滞，被地方政府诉请返还1.4亿元补贴及 相应利息。更严峻的是，公司主要银行账户因此事已被司法冻结。 03 公司处境 棒杰股份正面临转型阵痛与资金压力的双重夹击。这家以无缝服装为主业的公司，在传统业务增长乏力 后，于近年大举进军光伏产业，寻求第二增长曲线。 这场诉讼揭示了光伏产业调整期中，企业与地方政府围绕补贴资金形成的紧张关系。项目停滞的具体原 因尚不明确，可能涉及技术路线调整、资金压力或市场需求变化等复杂因素。 01 事件核心 这场始于光伏野心的合作正走向法律对峙。根据公告，淮安地方政府要求棒杰股份子公司返还已拨付的 产业扶持资金1.4亿元及相应利息，理由直指光伏项目未能按约定推进而陷入停滞。 诉讼背后是光伏产业调整期的典型困局——地方政府希望通过补贴引进新兴产业，企业则依赖补贴降低 初期投资压力，一旦市场环境变化，这种脆弱平衡极易破裂。 棒杰股份主要银行账户已被司法冻结，这不仅是法律程序的常规操作，更是公司资金链承压的危险信 号。上市公司核心账户被冻结将 ...

（记者 王瀚黎） 每经头条（nbdtoutiao）——"一周干完一年的活"，一款AI编程工具让硅谷程序员集体"上瘾"！科技公 司CEO：一辈子钻研的技能被它一次性解决，让人兴奋又恐惧 每经AI快讯，棒杰股份1月20日晚间发布公告称，截至本公告日，苏州青嵩累计质押股数为1700万股， 占公司总股本比例为3.7%。陈剑嵩累计质押股数为200万股，占公司总股本比例为0.44%。陈根娣累计 质押股数为200万股，占公司总股本比例为0.44%。 ...

棒杰股份公告称，截至2026年1月20日，持股5%以上股东苏州青嵩已累计减持266.77万股，减持后持股 1844.24万股，占总股本4.01%。苏州青嵩及其一致行动人合计持股2298.76万股，占总股本5.00%。近 日，苏州青嵩300万股解除质押，占其目前所持股份比例16.27%，占公司总股本0.65%。苏州青嵩此前 计划在2025年12月25日至2026年3月25日以集中竞价减持不超400万股。此外，陈剑嵩所持股份因合同纠 纷被冻结，其曾在2025年7月21日离任董事长，所持股份均限售。 ...

证券代码：002634 证券简称：棒杰股份 公告编号：2026-010 特别提示： 公司于 2025 年 12 月 4 日在巨潮资讯网（www.cninfo.com.cn）披露了《关 于持股 5%以上股东减持股份的预披露公告》（公告编号：2025-116），公司持股 5%以上股东苏州青嵩企业管理合伙企业（有限合伙）（以下简称"苏州青嵩"）计 划在减持公告披露之日起 15 个交易日后的 3 个月内（2025 年 12 月 25 日至 2026 年 3 月 25 日）以集中竞价交易方式减持本公司股份不超过 4,000,000 股（占公 司总股本的 0.87%，占剔除回购专户股份数后总股本的 0.89%）。 截至 2026 年 1 月 20 日，苏州青嵩已累计减持公司股份 2,667,650 股,减持 后持有公司股份 18,442,447 股（占公司总股本的 4.01%,占剔除回购专户股份数 后总股本的 4.10%）。此外，其一致行动人陈剑嵩持有公司股份 2,268,500 股（占 公司总股本的 0.49%,占剔除回购专户股份数后总股本的 0.50%）；其一致行动人 陈根娣持有公司股份 2,276,700 股（占公 ...

Core Viewpoint - Zhejiang Bangjie Holdings Group Co., Ltd. has disclosed significant litigation and arbitration matters, with a total involved amount of approximately 157.16 million yuan, representing 52.42% of the company's audited net assets for 2024 [1][2]. Group 1: Litigation and Arbitration Overview - The company and its subsidiaries have reported a total of 15.71639 million yuan in new litigation and arbitration cases over the past twelve months, with one major lawsuit involving an amount exceeding 10% of the company's net assets [1][2]. - The major lawsuit involves a contract dispute with the Yangzhou Economic and Technological Development Zone Management Committee, claiming the return of 140 million yuan in subsidies plus interest [2][3]. Group 2: Details of Major Lawsuit - The lawsuit claims that the defendants must return the subsidy and interest due to the failure to resume operations of the project company, which was established for a high-efficiency photovoltaic cell project [3][4]. - The project was initially approved in December 2022, but due to intensified competition in the photovoltaic industry, the subsidiary has faced continuous losses, leading to a halt in production since March 2025 [3][4]. Group 3: Financial Impact and Asset Freezing - As of January 19, 2026, the company has frozen bank accounts totaling approximately 14.624 million yuan, which is only 0.45% of the company's audited total assets for 2024 [5]. - The company is actively communicating with relevant parties to resolve disputes and unfreeze the accounts [5]. Group 4: Subsidiary Equity Freezing - Several subsidiaries have had their equity frozen, including 100% of the shares in Zhejiang Bangjie Digital Knitting Co., Ltd. and Suzhou Bangjie Photovoltaic Technology Co., Ltd. due to various legal disputes [6][7]. - The freezing of equity is primarily related to financial leasing and contract disputes, with ongoing litigation affecting the company's operational capabilities [6][7]. Group 5: Equipment Seizures - Certain machinery and equipment at the Yangzhou Bangjie facility have been seized due to ongoing legal disputes, with a total book value of approximately 73.44 million yuan [16][17]. - The company is facing multiple lawsuits that have resulted in the seizure of equipment, impacting its production capabilities [16][17].

证券代码：002634 证券简称：棒杰股份 公告编号：2026-009 浙江棒杰控股集团股份有限公司 关于累计诉讼案件暨进展情况的公告 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、误导性陈述或者重大遗漏。 浙江棒杰控股集团股份有限公司（以下简称"公司"）根据《深圳证券交易 所股票上市规则》有关规定，对公司及子公司连续十二个月累计涉及诉讼、仲裁 事项进行了统计，现将有关统计情况公告如下: 一、累计诉讼、仲裁的基本情况 | 序号 | 起诉方/仲裁申请人 | 被起诉方/仲裁被申 请人 | 案号 | 案由 | 涉案金额（元） | 目前进展情况 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 江苏嘉润置业有限公 | 棒杰新能源科技有限 | （2025）苏 0591 | 房屋租赁合 | 741,939 | 待审理 | | | 司 | 公司 | 民初 29379 号 | 同纠纷 | | | | | | 被告一：棒杰新能源 | | | | | | 2 | 上海银行股份有限公 | 科技有限公司 | (2025)苏 0591 民 | 金融借款合 ...

Core Viewpoint - The announcement details the progress of a significant lawsuit involving Zhejiang Bangjie Holdings Group Co., Ltd. and its subsidiaries, indicating that they are currently defendants in a case with a total amount in dispute of 81.5465 million yuan [1][2]. Group 1: Lawsuit Details - The lawsuit is at the stage of receiving a first-instance judgment, and the defendants have the right to appeal within the specified period [1]. - The total amount involved in the case is 81.5465 million yuan, excluding any amounts that have not yet been clarified [1]. - The court has ordered the defendants to pay the plaintiff, Anhui Wuhu Jiujiang Financial Leasing Co., Ltd., a total of 80,812,536.88 yuan in rent and 193,681.77 yuan in penalties, along with additional legal fees [2][3]. Group 2: Financial Implications - The judgment is a first-instance ruling and has not yet taken effect, leading to uncertainty regarding its impact on the company's current and future profits [1][6]. - The company will handle the accounting treatment according to relevant accounting standards and the actual situation at the time, with the final impact to be confirmed by the auditor's report [1][6]. Group 3: Additional Information - As of January 14, 2026, the company and its subsidiaries do not have any other undisclosed lawsuits or arbitration matters [5].

证券日报网讯 1月14日，棒杰股份发布公告称，公司收到芜湖鸠江区法院一审判决书，判令扬州棒杰新 能源科技有限公司向皖江金融租赁股份有限公司支付租金80812536.88元及违约金193681.77元及后续违 约金，并承担律师费88000元；公司对上述债务负连带清偿责任，涉案总额8154.65万元，判决尚未生 效，对利润影响不确定。 （文章来源：证券日报） ...

证券代码：002634 证券简称：棒杰股份 公告编号：2026-008 浙江棒杰控股集团股份有限公司 关于控股子公司涉及重大诉讼的进展公告 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、误导性陈述或者重大遗漏。 重要内容提示： 1、案件所处的诉讼阶段：送达一审判决，在上诉期内 2、公司及控股子公司所处的当事人地位：被告 3、涉案金额：8,154.65万元（不含尚未明确的涉案金额） 4、对上市公司损益产生的影响：本次判决为一审判决，截至本公告披露日 尚未生效，对公司本期利润或期后利润的影响存在不确定性，公司将依据有关会 计准则的要求和届时的实际情况进行相应的会计处理，最终影响以会计师事务所 审计确认后的财务报告为准。公司将根据案件进展情况及时履行信息披露义务。 浙江棒杰控股集团股份有限公司（以下简称"公司"）及控股子公司于近日 收到安徽省芜湖市鸠江区人民法院送达的（2025）皖0207民初5421号《民事判决 书》。现将有关情况公告如下: 一、本次重大诉讼的基本情况 公司于2025年7月3日披露了《关于累计诉讼、仲裁案件暨进展情况的公告》 （公告编号：2025-054），扬州棒杰新能 ...