Core Points - Hainan Drinda New Energy Technology Co., Ltd. has adopted electronic dissemination of corporate communications effective from December 31, 2023, in compliance with the Listing Rules of the Hong Kong Stock Exchange [1][5] - The electronic communications will include various documents such as directors' reports, annual accounts, interim reports, notices of meetings, listing documents, circulars, and proxy forms [1][5] - Both English and Chinese versions of future corporate communications will be available on the company's website and the HKExnews website instead of printed copies [2][5] Electronic Communication Arrangement - The company encourages shareholders to provide their email addresses to ensure timely receipt of actionable corporate communications by scanning a personalized QR code or returning a reply form [2][5] - If the company does not receive a functional email address, it will continue to send printed copies of actionable corporate communications until a valid email is provided [3][6] - Shareholders can request printed copies of corporate communications by completing and returning the reply form or sending an email to the company [3][6] Compliance and Contact Information - The company will be considered compliant with the Listing Rules if it sends communications to the provided email address without receiving a "non-delivery" message [3][6] - For any queries, shareholders can contact the company during business hours [3][6]

此乃要件 請即處理 閣下如對本通函的任何方面或應採取的行動有任何疑問，應諮詢 閣下的股票經紀或其他註冊證券 交易商、銀行經理、律師、專業會計師或其他專業顧問。 閣下如已將名下的海南鈞達新能源科技股份有限公司的股份全部售出或轉讓，應立即將本通函連同 隨附的代表委任表格送交買主或承讓人，或送交經手買賣或轉讓的銀行、證券經紀或其他代理商， 以便轉交買主或承讓人。 香港交易及結算所有限公司及香港聯合交易所有限公司對本通函的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不就因本通函全部或任何部份內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 Hainan Drinda New Energy Technology Co., Ltd. 海南鈞達新能源科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：02865） (1) 擬議修訂公司章程及相關議事規則以及廢除監事會； (2) 擬議修訂內部治理制度； (3) 擬議選舉及重選董事； (4) 擬議委任及續聘2025年度核數師； (5) 擬議調整獨立非執行董事薪酬； 及 (6) 2025年第三次臨時股東大會通告 本公司將於20 ...

Hainan Drinda New Energy Technology Co., Ltd. 海南鈞達新能源科技股份有限公司 (A joint stock company incorporated in the People's Republic of China with limited liability) （在中華人民共和國註冊成立的股份有限公司） (Stock Code 股份代號：2865) Arrangement of Electronic Dissemination of Corporate Communications Pursuant to Rule 2.07A of the Rules Governing The Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules") under the expansion of paperless listing regime and electronic dissemination of corporate communications t ...

Hainan Drinda New Energy Technology Co., Ltd. 海南鈞達新能源科技股份有限公司 (A joint stock company incorporated in the People's Republic of China with limited liability) （在中華人民共和國註冊成立的股份有限公司） (Stock Code 股份代號：2865) 15 July 2025 Arrangement of Electronic Dissemination of Corporate Communications Pursuant to Rule 2.07A of the Rules Governing The Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules") under the expansion of paperless listing regime and electronic dissemination of corporate com ...

海南钧达新能源科技股份有限公司 关于召开 2025 年第三次临时股东会的通知 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。 特别提示： 本通知按照《深圳证券交易所股票上市规则》要求为 A 股股东编制，H 股股 东如参加本次临时股东会，请详阅本公司于 2025 年 7 月 15 日在香港披露易网站 （www.hkexnews.hk）发布的 2025 年第三次临时股东会通告等文件。 根据海南钧达新能源科技股份有限公司第四届董事会第七十八次会议、第 四届董事会第七十九次会议的授权，公司决定于 2025 年 7 月 31 日（星期四） 召开公司 2025 年第三次临时股东会，现将会议有关事项通知如下： 一、召开会议的基本情况 1、股东会届次：2025 年第三次临时股东会。 证券代码：002865 证券简称：钧达股份 公告编号：2025-061 4、会议召开的日期、时间： 现场会议召开时间为：2025 年 7 月 31 日（星期四）下午 14:30 开始。 网络投票时间为： 公司 A 股股东通过深交所交易系统进行网络投票的具体时间为：2025 年 7 月 31 日上午 ...

Core Viewpoint - JunDa Co., Ltd. (002865.SZ) is expected to report a net loss of between 200 million to 300 million yuan for the first half of 2025, indicating a worsening financial performance compared to the previous year's loss of 166.34 million yuan [1][2]. Financial Performance Summary - The company's projected net profit attributable to shareholders for the first half of 2025 is a loss of 200 million to 300 million yuan, compared to a loss of 166.34 million yuan in the same period last year [1][2]. - The net profit attributable to shareholders after excluding non-recurring gains and losses is expected to be a loss of 400 million to 500 million yuan, compared to a loss of 390.29 million yuan in the previous year [1][2]. - Basic earnings per share are projected to be a loss of 0.83 to 1.25 yuan per share, compared to a loss of 0.73 yuan per share in the same period last year [2]. Annual Financial Overview - In 2024, JunDa Co., Ltd. reported an operating revenue of 9.95 billion yuan, a decrease of 46.66% year-on-year [3]. - The net profit attributable to shareholders for 2024 was a loss of 591.11 million yuan, a decline of 172.47% compared to the previous year [3]. - The net profit attributable to shareholders after excluding non-recurring gains and losses was a loss of 1.12 billion yuan, a significant decrease of 299.96% year-on-year [3]. - The net cash flow from operating activities was 654.37 million yuan, down 66.94% from the previous year [3]. IPO and Market Performance - JunDa Co., Ltd. was listed on the Hong Kong Stock Exchange on May 8, 2025, with a final offer price of 22.15 HKD per share [4]. - The total amount raised from the IPO was 1.405 billion HKD, with a net amount of 1.29167 billion HKD after deducting estimated listing expenses [4]. - Currently, the stock is trading below its IPO price, indicating a state of underperformance in the market [4].

Core Viewpoint - The photovoltaic industry is experiencing widespread losses among major companies, although some, like Longi Green Energy and Aiko Technology, are significantly reducing their losses due to the penetration of BC batteries into the market [1]. Group 1: Longi Green Energy - Longi Green Energy expects a net loss of 2.4 billion to 2.8 billion yuan for the first half of 2025, a reduction of 2.443 billion to 2.843 billion yuan year-on-year [2]. - The company is still facing losses due to the main products' market prices falling below cost, but improved internal management and the introduction of HPBC 2.0 components have led to increased orders and shipments, resulting in a significant reduction in losses [2]. Group 2: Tongwei Co., Ltd. - Tongwei Co., Ltd. anticipates a net loss of approximately 4.9 billion to 5.2 billion yuan for the first half of 2025, compared to a net loss of 3.129 billion yuan in the same period last year [3]. - Despite the growth in photovoltaic installation scale, the company is facing losses due to an imbalance in supply and demand leading to depressed product prices [3]. Group 3: JA Solar Technology - JA Solar Technology expects a net loss of 2.5 billion to 3 billion yuan, compared to a loss of 874.6 million yuan in the same period last year [4]. - The company is experiencing intensified competition and price pressure across the photovoltaic supply chain, exacerbated by international trade protection policies, leading to a decline in sales prices and profitability [4]. Group 4: Junda Co., Ltd. - Junda Co., Ltd. projects a net loss of 200 million to 300 million yuan, compared to a loss of 166.34 million yuan in the same period last year [7]. - The company has significantly increased its overseas sales proportion from 23.85% in 2024 to 51.90% in the first half of 2025 by expanding into new markets [7]. - Junda successfully listed on the Hong Kong Stock Exchange, raising a net amount of 1.29 billion HKD [7]. Group 5: Aiko Technology - Aiko Technology expects a net loss of 170 million to 280 million yuan for the first half of 2025, with a projected net loss of 410 million to 520 million yuan after excluding non-recurring gains and losses [9]. - The company has optimized its product structure and significantly increased its overseas sales proportion, leading to improved overall gross margins and operational efficiency [9].

证券代码：002865 证券简称：钧达股份 公告编号：2025-060 海南钧达新能源科技股份有限公司 2025 年半年度业绩预告 三、业绩变动原因说明 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、本期业绩预计情况： 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日 2、业绩预告情况：预计净利润为负值 单位：人民币 | 项目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 的净利润 | 亏损：20,000 | 万元～30,000 | 万元 | 亏损：16,633.59 | 万元 | | 扣除非经常性损益后 | | | | | | | 归属于上市公司股东 | 亏损：40,000 | 万元～50,000 | 万元 | 亏损：39,029.39 | 万元 | | 的净利润 | | | | | | | 基本每股收益 | 亏损：0.83 | 元/股～1.25 | 元/股 | 亏损：0.73 | 元/股 | 二、与会计师事务所沟通情况 本 ...

Investment Rating - The investment rating for the industry is "Positive" (maintained) [3] Core Views - The photovoltaic manufacturing industry is currently facing challenges due to unclear downstream demand expectations and excess upstream capacity. However, the implementation of Document No. 136 is expected to clarify demand expectations, leading to improvements in both supply and demand dynamics within the industry [4][20] - The energy storage sector is experiencing a significant increase in project bidding, with June 2025 seeing a record high of 62.8 GWh in public bidding capacity, a 228% increase compared to June 2024 [5][9] - The photovoltaic sector is anticipated to rebound due to the "anti-involution" plan aimed at reducing excess capacity and promoting sustainable development within the industry [17][18] Summary by Sections Energy Storage - The energy storage industry is in a transitional phase, with ongoing government support expected to maintain resilient demand for storage projects. Key companies to watch include Haibo Shichuang and Sungrow Power [14][17] - The regions with high renewable energy penetration, such as Inner Mongolia, Ningxia, Xinjiang, and Hebei, are showing positive attitudes towards supporting energy storage projects [14][15] Photovoltaics - The photovoltaic sector is experiencing rapid capacity growth, outpacing demand, leading to significant losses for companies. The "anti-involution" plan aims to address this by facilitating the exit of outdated capacity and stabilizing prices [17][18] - The price of polysilicon has seen a dramatic decline, dropping from 65 RMB/kg at the beginning of 2024 to 35 RMB/kg by July 2025, but there are signs of recovery [18][19] - Companies to focus on include Tongwei Co., GCL-Poly Energy, and Xinte Energy in the polysilicon segment, and new technology firms like BQ Materials and Aiko Solar in the photovoltaic technology space [4][20]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容所產生或因依賴 該等內容而引致的任何損失承擔任何責任。 Hainan Drinda New Energy Technology Co., Ltd. 海南鈞達新能源科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：02865） 有關認購理財產品的須予披露交易 認購理財產品 董事會宣佈，於2025年1月24日、2025年2月28日、2025年3月11日、2025年 司滁州捷泰利用其閒置資金認購若干該等理財產品，包括認購第一項興業銀行 理財產品、第十四項興業銀行理財產品、第十五項興業銀行理財產品、第二項 興業銀行理財產品、第三項興業銀行理財產品、第四項興業銀行理財產品及第 十一項興業銀行理財產品，認購金額分別為人民幣30百萬元、人民幣100百萬 元、人民幣100百萬元、人民幣50百萬元、人民幣100百萬元、人民幣100百萬 元及人民幣100百萬元。 董事會宣佈，於2025年4月30日、2025年5月7日、2025年6月5日及2025年7月3 ...