Core Viewpoint - JunDa Co., Ltd. has made significant strides in its globalization strategy, highlighted by its recent listing on the Hong Kong Stock Exchange and a strategic partnership in Turkey to establish a solar cell production base [1][4]. Group 1: Globalization Strategy - The company has successfully listed on the Hong Kong Stock Exchange, becoming the first "A+H" share listed company in the photovoltaic industry, which enhances its international capital market valuation and financing capabilities [1][4]. - A strategic cooperation agreement was signed with Schmid Pekinta Energy to build a 2GW high-efficiency solar cell production base in Turkey, demonstrating the company's execution capability and regional industry insight [1][2]. Group 2: Localized Production and Market Demand - The joint venture in Turkey employs a "local cooperation + technology output" model, allowing JunDa to leverage its N-type high-efficiency battery technology while utilizing local resources for production [2][3]. - Turkey has a significant annual photovoltaic battery supply gap of up to 10GW, and JunDa's entry into this market aims to fill this gap and establish a sustainable solar supply chain [2][3]. Group 3: Technological and Capital Advancements - JunDa has transitioned from "product export" to "capacity export," establishing a global sales network across multiple regions and achieving a shipment of 33.74GW in 2024, with over 90% being N-type products [3][4]. - The company’s successful listing and inclusion in the Hong Kong Stock Connect enhance its liquidity and international valuation, reflecting market recognition of its growth potential through a "technology + globalization" approach [4][5]. Group 4: Future Outlook - JunDa aims to continue its strategy of "technology leadership and global collaboration," focusing on core markets in the Middle East, Europe, and North America to build a stable and controllable global capacity network [5].

证券代码：002865 证券简称：钧达股份 公告编号：2025-041 海南钧达新能源科技股份有限公司 关于稳定价格期结束及超额配售权失效的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导 性陈述或重大遗漏。 经香港联合交易所有限公司（以下简称"香港联交所"）批准，海南钧达新 能源科技股份有限公司（以下简称"公司"）发行的 63,432,300 股 H 股股份已于 2025 年 5 月 8 日在香港联交所主板挂牌并上市交易（以下简称"本次发行"）。 公司 H 股股票中文简称为"鈞達股份"，英文简称为"DRINDA"，股份代号为 "02865"。具体详见公司于 2025 年 5 月 8 日披露的《关于境外上市股份（H 股） 挂牌并上市交易的公告》（公告编号：2025-037）。 一、稳定价格期结束 本次发行有关全球发售的稳定价格期已于 2025 年 6 月 1 日（星期日）（即 递交香港公开发售申请截止日期后第 30 日）结束。稳定价格经办人华泰金融控 股（香港）有限公司、其联属人士或代其行事的任何人士于稳定价格期内未采取 任何稳定价格行动。 二、超额配售权失效 整体协调人（代 ...

中国经济网北京5月30日讯 钧达股份(002865.SZ)今日收报37.93元，跌幅2.59%。目前，该股股价 跌破2023年定增增发价。 钧达股份(02865.HK)2025年5月8日在港交所上市，最终发售价及配发结果公告显示，钧达股份发 售股份数目63,432,300股，其中，香港公开发售的最终发售股份数目6,343,300股，国际发售的最终发 售股份数目57,089,000股。 钧达股份的联席保荐人、整体协调人、联席全球协调人、联席账簿管理人及联席牵头经办人是华泰 国际、招银国际、Deutsche Bank；整体协调人、联席全球协调人、联席账簿管理人及联席牵头经办人 及财务顾问是中信证券、中金公司；联席账簿管理人及联席牵头经办人是广发证券(香港)、富途证券、 复星国际证券、中银国际、建银国际、工银国际、富强证券、TradeGo Markets。 2018年12月26日，钧达股份发布的公开发行可转换公司债券上市公告书显示，本次发行可转换公 司债券募集资金已由保荐机构(主承销商)于2018年12月14日汇入公司指定的账户，北京中证天通会计 师事务所(特殊普通合伙)已对前述募集资金到账情况进行了验资。钧达股份 ...

Group 1 - BYD reported August sales of 174,915 new energy vehicles, a year-on-year increase of 184.84% [1] - Cumulative sales from January to August reached 978,795 units, representing a year-on-year growth of 267.31% [1] - The company sold 5,092 new energy passenger vehicles overseas in August [1] Group 2 - Zhongke Electric's subsidiary plans to establish a joint venture with Chongqing Fudi for the production of anode materials, with a registered capital of 1 billion RMB [2] - Zhongke Electric's subsidiary will contribute 650 million RMB, while Chongqing Fudi will contribute 350 million RMB [2] Group 3 - Yuyuan Group intends to transfer 13% of its shares in Jinhuijiu for approximately 1.937 billion RMB, reducing its stake to 25% [3] - The company plans to further reduce its holdings by more than 5% within the next six months [3] Group 4 - Lizhu Group's recombinant COVID-19 fusion protein vaccine has been included in the emergency use for sequential booster immunization [4] Group 5 - Guanghui Energy plans to repurchase shares worth between 800 million and 1 billion RMB to support employee stock ownership plans [5] Group 6 - Cambrian has launched four cloud-based intelligent chips, although mass sales will require a longer time frame and initial technical service investments [7] Group 7 - LePu Medical has received approval from the China Securities Regulatory Commission for the issuance of Global Depositary Receipts (GDRs) and listing on the Swiss Stock Exchange [9] - The GDR issuance will correspond to no more than 180,458,875 new A-shares [9] Group 8 - Fushi Holdings' subsidiary has entered into an exclusive advertising agency cooperation with the Central Radio and Television Station's automotive channel for three years [10] Group 9 - Guangzhou Port's container throughput in August was 1.981 million TEUs, a year-on-year increase of 2.4% [11] - The total cargo throughput for August was 44.788 million tons, a decrease of 0.6% [11] Group 10 - Ningbo Port expects to complete a container throughput of 3.58 million TEUs in August, a year-on-year increase of 10.2% [12] - The total cargo throughput is projected to decline by 3.0% [12] Group 11 - Ming Tai Aluminum reported a 7% year-on-year decrease in aluminum plate and strip sales in August, while aluminum profile sales increased by 47% [13] Group 12 - Electric Power Investment plans to invest in multiple wind and solar projects, with total static investments of 1.585 billion RMB for wind and 538 million RMB for solar [14] Group 13 - Northeast Pharmaceutical has signed a cooperation agreement with MedAbome for the development of the MAb11-22.1 antibody project [19] Group 14 - New Five Feng plans to acquire equity in Tianxin Seed Industry and several other companies for a total price of approximately 2.208 billion RMB [26] Group 15 - Sumeida's subsidiary plans to transfer 100% equity of eight photovoltaic power station project companies, with an estimated transaction value of 657 million RMB [27] Group 16 - *ST Tongzhou intends to acquire 51% equity in Tongtaiwei, fulfilling the capital contribution obligation of 10.2 million RMB [29] Group 17 - Tianyin Holdings' subsidiary plans to invest 120 million RMB in Xundong Xintong to acquire 40% equity [30] Group 18 - Hainan Haiyao plans to publicly transfer 43% equity in Shanghai Lishengte to attract new investors [31] Group 19 - New Asia Process plans to transfer 7.76% of its shares to Xiangcai New Materials at a price of 5.274 RMB per share [32] Group 20 - Lanwei Medical plans to raise no more than 664 million RMB through a private placement for provincial laboratory construction projects [34] Group 21 - Lida New Materials plans to issue convertible bonds to raise no more than 300 million RMB for a new aluminum material project [35] Group 22 - Gekewei has successfully launched its 12-inch CIS integrated circuit project, achieving over 95% yield [51] Group 23 - Baijin Medical's tricuspid valve ring product has received registration approval [52] Group 24 - Shanghai Pharmaceuticals has received approval to initiate Phase I clinical trials for a recombinant anti-CD20 humanized monoclonal antibody [53] Group 25 - Junda Co. has increased the production capacity of its solar cell production base project from 8GW to 10GW [54]

Core Viewpoint - JunDa Co., Ltd. has undergone significant changes in its shareholder structure and financial performance following its recent IPO in Hong Kong, marking its entry as the first "A+H" listed company in the photovoltaic industry [1][2]. Shareholder Changes - The largest individual shareholder, Su Xianze, reduced his stake from 6.19% to 4.71%, no longer qualifying as a major shareholder [1][2]. - Su Xianze's shareholding was diluted due to the issuance of new shares during the IPO process, which resulted in a passive dilution of 1.3% [1][2]. - The combined shareholding of the controlling shareholder and concerted parties decreased from 23.24% to 17.71% following the IPO [2]. IPO Details - JunDa Co., Ltd. listed on the Hong Kong Stock Exchange on May 8, with an issue price of HKD 22.15 per share, raising a net amount of HKD 1.292 billion [2]. - The successful IPO has led to a dilution of the controlling shareholder's stake, impacting the overall ownership structure [2]. Financial Performance - For the year 2024, JunDa Co., Ltd. reported a revenue of CNY 9.952 billion, a significant decline of 46.66% year-on-year, with nearly all revenue derived from photovoltaic cells [5]. - The company recorded a net loss attributable to shareholders of CNY 0.591 billion, marking a shift from profit to loss [5]. - The gross margin for photovoltaic cells was reported at 0.48% [5]. Industry Position - JunDa Co., Ltd. entered the photovoltaic sector by acquiring a 51% stake in Jietai Technology in 2021, further solidifying its position in the industry [3][4]. - The company transitioned from automotive parts to focus exclusively on the research, production, and sales of photovoltaic cells in 2022 [4].

中国经济网北京5月14日讯钧达股份（002865）(002865.SZ)今日收报41.92元，跌幅3.70%。目前，该股 股价跌破2023年定增增发价。 钧达股份（02865.HK）2025年5月8日在港交所上市，最终发售价及配发结果公告显示，钧达股份发售 股份数目63,432,300股，其中，香港公开发售的最终发售股份数目6,343,300股，国际发售的最终发售股 份数目57,089,000股。 根据中汇会计师事务所（特殊普通合伙）2023年6月1日出具的《向特定对象发行股票认购资金到位情况 验证报告》（中汇会验[2023]7633号），截至2023年5月30日止，华泰联合证券累计收到钧达股份向特 定对象发行股票认购资金总额（含获配投资者认购保证金）为人民币2,776,000,000.00元。上述认购资金 总额均已全部缴存于华泰联合证券在中国工商银行股份有限公司深圳分行振华支行开设的账户。2023年 5月31日，华泰联合证券将扣除不含税的保荐承销费后的上述认购资金的剩余款项划转至钧达股份指定 存储账户中。根据中汇会计师事务所（特殊普通合伙）2023年6月1日出具的《验资报告》（中汇会验 [2023]7635 ...

Group 1: Financial Performance and Projections - The company expects to achieve profitability in 2025, supported by improvements in the supply-demand relationship within the photovoltaic industry [2] - The photovoltaic industry is entering a recovery phase after a period of capacity reduction, indicating a return to healthy development [2] Group 2: Project Updates - The Oman project is in the preparatory stages, with funding and design efforts ongoing, and is scheduled for completion by the end of 2025 [2] - The company is enhancing its global strategic layout and customer service capabilities to drive high-quality development [2] Group 3: Market Reactions and Stock Performance - The stock price has experienced significant volatility, influenced by various factors including policy and market conditions, despite the company's stable operational performance [3] - Investors are advised to be cautious of investment risks due to the multifaceted influences on stock price movements [3]

海南钧达新能源科技股份有限公司 简式权益变动报告书 | 上市公司： | 海南钧达新能源科技股份有限公司 | | | --- | --- | --- | | 上市地点： | 深圳证券交易所（A | 股）、香港联合交易所有限公司（H 股） | | 股票简称： | 钧达股份（A | 股）、鈞達股份（H 股） | | 股票代码： | 002865（A | 股）、02865（H 股） | | 信息披露义务人 1： | 海南锦迪科技投资有限公司 | | --- | --- | | 股份权益变动性质： | 持股比例被动稀释 | | 住所及通讯地址： | 海南省海口市龙华区滨海街道滨海大道 32 | | | 号复兴城 D3 区三楼 306 号房 | | 信息披露义务人 2： | 陆小红 | | --- | --- | | 住所及通讯地址： | 江苏省苏州市相城区****** | | 股份权益变动性质： | 股份减少、持股比例被动稀释 | 签署日期：二〇二五年五月十二日 1 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》、《上市公司收购管理办法》 《公开发行证券的公司信息披露内容与格式准则第 15 号—权益变动 ...

证券代码：002865 证券简称：钧达股份 公告编号：2025-039 海南钧达新能源科技股份有限公司 关于持股 5%以上股东持股比例 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 一、本次权益变动原因 本次权益变动前，公司持股 5%以上股东上饶经济技术开发区产业发展投资有 限公司（以下简称"上饶产投"）持有公司股份 22,244,267 股，占公司总股本 （226,577,070 股）比例 9.82%。因公司期权行权、H 股上市等原因，上饶产投股份 被动稀释合计达 2.22%。 本次权益变动后，上饶产投持有公司股份 22,244,267 股，占公司总股本 （292,584,052 股）比例 7.60%。具体如下： （1）股票期权行权股份被动稀释：2023年6月22日至2025年5月12日期间，公 司审议通过了《关于2021年股票期权激励计划股票期权预留授予部分第一个行权 期行权条件成就的议案》《关于2021年股票期权激励计划股票期权首次授予部分第 二个行权期行权条件成就的议案》《关于2022年股票期权激励计划预留授予（第一 批）第一个行权期行权条件成就的议案》《关于2022年股票期权激 ...

海南钧达新能源科技股份有限公司 证券代码：002865 证券简称：钧达股份 公告编号：2025-038 关于控股股东及一致行动人权益变动触及 5%整数倍的公告 股东海南锦迪科技投资有限公司、陆小红女士保证向本公司提供的信息内容真实、准 确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动不触及要约收购； 2、本次权益变动不会导致公司控股股东及实际控制人发生变更，不会影响公 司的治理结构和持续经营。 一、本次权益变动原因 本次权益变动前，公司控股股东及一致行动人海南锦迪科技投资有限公司（以 下简称"锦迪科技"）、陆小红女士合计持有公司股份 52,808,415 股，占公司总股本 （227,264,094 股）比例 23.24%。因陆小红女士股份减持、公司期权行权、H 股上 市股份被动稀释等原因，锦迪科技、陆小红女士合计权益变动达 5.53%。 （2）期权行权股份被动稀释：2023年7月17日至2025年5月12日期间，公司审 议通过《关于2021年股票期权激励计划股票期权预留授予部分第一个行权期行权 条件成就的议案》《关 ...