Hainan Drinda New Energy Technology Co., Ltd. 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。 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） 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 4月15日、2025年5月9日、2025年5月30日及2025年7月2日，本公司全資子公 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 ...

Market Overview - The Shanghai Composite Index fell by 0.13% on July 9, with 17 out of the 28 sectors rising, led by Media and Agriculture sectors, which increased by 1.35% and 0.65% respectively [1] - The Electric Equipment sector saw a slight increase of 0.17% [1] - The sectors with the largest declines were Non-ferrous Metals and Basic Chemicals, which dropped by 2.26% and 0.85% respectively [1] Capital Flow Analysis - The main capital outflow from the two markets totaled 38.536 billion yuan, with only three sectors experiencing net inflows: Media (1.055 billion yuan), Retail (864 million yuan), and Construction Decoration (40.34 million yuan) [1] - The Electronic sector had the largest net outflow, totaling 7.789 billion yuan, followed by Non-ferrous Metals with 5.412 billion yuan [1] Electric Equipment Sector Performance - In the Electric Equipment sector, 358 stocks were tracked, with 99 stocks rising and 252 stocks declining; 5 stocks hit the daily limit up [2] - The top net inflow stock was Ningde Times, with a net inflow of 378 million yuan, followed by Tongguan Copper Foil and Kelu Electronics with inflows of 219 million yuan and 178 million yuan respectively [2] - The sector experienced a total net outflow of 4.576 billion yuan, with 11 stocks seeing outflows exceeding 100 million yuan; the largest outflows were from Rongfa Nuclear Power, Sunshine Power, and Nord Shares, with outflows of 327 million yuan, 250 million yuan, and 226 million yuan respectively [2][3] Top Gainers in Electric Equipment Sector - The top gainers in the Electric Equipment sector included: - Ningde Times: +2.84%, turnover rate 0.75%, main capital flow 377.94 million yuan - Tongguan Copper Foil: +20.02%, turnover rate 48.19%, main capital flow 218.52 million yuan - Kelu Electronics: +10.06%, turnover rate 7.49%, main capital flow 178.39 million yuan [2] Top Losers in Electric Equipment Sector - The top losers in the Electric Equipment sector included: - Rongfa Nuclear Power: +0.42%, turnover rate 33.08%, main capital flow -327.43 million yuan - Sunshine Power: -0.57%, turnover rate 3.01%, main capital flow -249.65 million yuan - Nord Shares: -4.98%, turnover rate 14.04%, main capital flow -226.20 million yuan [3]

关于续聘2025年度审计机构的公告 海南钧达新能源科技股份有限公司（下称"公司"）于2025年7月9日召开第四届董 事会第七十九次会议、第四届董事会审计委员会第二十二次会议，审议通过了《关于续 聘2025年度审计机构的议案》，同意续聘中汇会计师事务所（特殊普通合伙）（以下简 称"中汇会计师事务所""中汇"）为公司2025年度境内审计机构；聘任德勤·关黄陈 方会计师行（以下简称"德勤会计师事务所""德勤"）为公司2025年度境外审计机 构，上述审计机构聘期一年。本事项尚需提交公司股东会审议通过，现将具体情况公告 如下： 证券代码：002865 证券简称：钧达股份 公告编号：2025-059 一、续聘境内会计师事务所的基本情况 海南钧达新能源科技股份有限公司 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。 特别提示： 本次续聘会计师事务所符合财政部、国务院国资委、证监会印发的《国有企业、上市 公司选聘会计师事务所管理办法》（财会〔2023〕4号）的规定。 （一）机构信息 1、基本信息 事务所名称：中汇会计师事务所（特殊普通合伙） 成立日期：2013年12月19日 ...

证券代码：002865 证券简称：钧达股份 公告编号：2025-058 海南钧达新能源科技股份有限公司 第四届董事会第七十九次会议决议公告 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。 一、董事会会议召开情况 海南钧达新能源科技股份有限公司（以下简称"公司"）第四届董事会第七十九 次会议于 2025 年 7 月 9 日以通讯表决方式召开。公司于 2025 年 7 月 6 日以专人 送达及电子邮件方式向公司全体董事发出了会议通知。公司董事共 10 人，参加本 次会议董事 10 人。会议由董事长陆小红女士主持。本次会议的召集、召开和表决 程序符合《公司法》《公司章程》及《董事会议事规则》等法律、行政法规、部门 规章的有关规定。 二、董事会会议审议情况 与会董事审议并以记名投票表决方式通过以下决议： （一）审议通过《关于调整独立董事 2025 年度薪酬方案的议案》 公司拟调整独立董事 2025 年度薪酬方案，独立董事薪酬由 10 万/年（含税） 调整至 12 万/年（含税）。 表决结果：同意 6 票，反对 0 票，弃权 0 票，回避 4 票。 该议案经公司薪酬与考 ...

Market Overview - A-shares experienced a significant rise on July 8, with the Shanghai Composite Index approaching 3500 points, marking a new high for the year. The index closed up 0.7%, the Shenzhen Component up 1.46%, and the ChiNext Index up 2.39%. A total of 4283 stocks rose, with 75 hitting the daily limit, while 981 stocks declined [1][2]. Solar Industry Performance - The photovoltaic equipment sector led the A-share market, with stocks experiencing a surge. Key segments such as inverters, silicon materials, photovoltaic processing equipment, and solar cell components all saw increases, with several stocks, including Tongwei Co. and Junda Co., hitting the daily limit [3][4]. Policy and Industry Insights - A recent meeting led by the Minister of Industry and Information Technology focused on accelerating the high-quality development of the photovoltaic industry. Industry leaders indicated that policy-driven measures could stabilize and recover prices in the supply chain, with major polysilicon companies planning to reduce production and form price alliances to combat unhealthy competition [5][6]. Market Sentiment and Future Outlook - Analysts suggest that the current market environment may represent a "window of opportunity" for bullish sentiment, with expectations of sustained performance leading up to significant events in the second half of the year. The Hong Kong market also saw a broad increase, with major indices rising [1][6]. International Trade and Economic Factors - Global market tensions eased as U.S. President Trump expressed willingness to negotiate further on trade, delaying new tariffs. This development has contributed to a rebound in global markets, with investors viewing the situation as a potential acceleration of negotiations rather than a definitive conclusion to tariff implementations [11][12]. Investment Behavior - Recent data indicates a recovery in trading sentiment within the A-share market, with indicators suggesting potential upward movement. The overall market configuration shows signs of improvement, with a narrowing of repurchase scales and an increase in capital inflow [12].

钙钛矿电池概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 600438 | 通威股 份 | 10.00 | 3.22 | 63572.01 | 22.69 | | 601012 | 隆基绿 能 | 6.46 | 2.94 | 51686.33 | 14.34 | | 002865 | 钧达股 份 | 10.00 | 10.25 | 20014.30 | 21.00 | | 002218 | 拓日新 能 | 10.06 | 4.94 | 13702.45 | 54.80 | | 002623 | 亚玛顿 | 10.01 | 23.35 | 12146.31 | 11.84 | | 002008 | 大族激 光 | 3.14 | 2.99 | 8434.15 | 12.00 | | 300118 | 东方日 | 6.21 | 11.99 | 7922.72 | 6.83 | | | 升 | | | | | | ...

Group 1 - The BC battery concept sector rose by 4.13%, leading the market with 40 stocks increasing, including Dongcai Technology, Junda Co., and Tongwei Co., which hit the daily limit [1] - Notable gainers in the BC battery sector included Laplace, Trina Solar, and Chipone, with increases of 9.12%, 8.10%, and 7.91% respectively [1] - The sector saw a net inflow of 2.09 billion yuan, with 32 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow, led by Tongwei Co. with 636 million yuan [1] Group 2 - The top three stocks by net inflow ratio were Tongwei Co. at 22.69%, Junda Co. at 21.00%, and Longi Green Energy at 14.34% [2] - The trading volume for Tongwei Co. was 635.72 million yuan, with a daily increase of 10.00% and a turnover rate of 3.22% [2] - Other significant stocks included Longi Green Energy with a 6.46% increase and a turnover rate of 2.94%, and Junda Co. with a 10.00% increase and a turnover rate of 10.25% [2][3] Group 3 - The BC battery concept sector's performance was contrasted with other sectors, such as the shipbuilding sector which fell by 0.45% and the biomass power generation sector which saw minimal change [1] - Stocks like Guangxin Materials and Haitan Co. experienced declines of 2.39% and 0.58% respectively, indicating some volatility within the market [1][4] - The overall market sentiment was positive for the BC battery sector, reflecting strong investor interest and capital inflows [1]

截至7月8日收盘，TOPCON电池概念上涨3.52%，位居概念板块涨幅第6，板块内，69股上涨，亿晶光 电、弘元绿能、钧达股份等涨停，仕净科技、拉普拉斯、天合光能等涨幅居前，分别上涨11.10%、 9.12%、8.10%。跌幅居前的有林洋能源、*ST沐邦、海天股份等，分别下跌1.61%、0.91%、0.58%。 | 600732 | 爱旭股 | 5.33 | 4.98 | 8789.96 | 7.70 | | --- | --- | --- | --- | --- | --- | | | 份 | | | | | | 002008 | 大族激 | 3.14 | 2.99 | 8434.15 | 12.00 | | | 光 | | | | | | 002459 | 晶澳科 | 5.71 | 3.88 | 8344.30 | 6.07 | | | 技 | | | | | | 300118 | 东方日 升 | 6.21 | 11.99 | 7922.72 | 6.83 | | 300433 | 蓝思科 技 | 1.79 | 1.47 | 5015.41 | 2.94 | | 300316 | 晶盛机 电 | 4.90 ...

2025.07. 08 作者 | 一财资讯 7月8日，A股三大指数收盘集体上涨，截至收盘，上证指数涨0.7%，深证成指涨1.47%，创业板指 涨2.39%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | and now | 3497.48c | 24.35 | 0.70% | | 399001 | 深证成指 | plant | 10588.39c | 152.89 | 1.47% | | | 创业板指 | | | | | | 399006 | | w/ | 2181.08 c | 50.89 | 2.39% | 沪深两市全天成交额1.45万亿，全市场超4200只个股上涨。 | | | 净流出方面，常山药业、金一文化、信雅达遭抛售8.23亿元、7.67亿元、5.29亿元。 【机构观点】 盘面上，光伏板块集体大涨，BC电池、硅能源、PCB概念走高，水电概念小幅走弱。 具体来看，光伏板块集体爆发，通威股份、钧达股份、亿晶光电等10余股涨停。 PCB等算力方向继续走强，国际复材、逸豪新 ...

Core Viewpoint - The BC battery sector has seen a collective surge of over 4% as of July 8, with several stocks, including Tongwei Co., Ltd. and Junda Co., Ltd., reaching their daily limit up [1] Industry Summary - BC batteries, or back-contact batteries, integrate both positive and negative metal contacts on the back, allowing for a design that absorbs more sunlight and offers higher efficiency, particularly suitable for distributed photovoltaic and commercial rooftop applications [1] - By April 2025, the mass production efficiency of BC batteries is expected to exceed 27%, with a theoretical efficiency limit of 29.1% [1] - Recent discussions in the photovoltaic industry have focused on "anti-involution," with the Ministry of Industry and Information Technology emphasizing the need for lawful and orderly competition, which is expected to enhance market expectations for the healthy development of the photovoltaic industry [1] - The BC battery technology is positioned as a high-efficiency, high-value photovoltaic technology, offering better performance compared to traditional P-type and TOPCon batteries, and is anticipated to play a significant role in the industry's transformation and upgrade [1] Company Summary - Longi Green Energy (601012) has a BC production capacity of 30GW HPBC (High-efficiency Passivated Back Contact) battery project, which is already in mass production [2] - Junda Co., Ltd. has established an experimental line for BC products based on N-type technology, moving towards pilot testing and mass production of N-type products [2] - Tongwei Co., Ltd. has a comprehensive layout in various technology routes, including TOPCon, HJT, BC batteries, and perovskite/silicon tandem batteries, with ongoing breakthroughs in N-type batteries [2] - Dongcai Technology (601208) focuses on technological innovation and explores differentiated photovoltaic product development strategies, with products already applied to BC batteries [2] - Jiejia Weichuang (300724) is developing XBC battery testing and sorting equipment to address issues related to the positioning accuracy of battery grid lines on the back [3] - Foster (603806) is the largest supplier of packaging materials for Longi and Aiko's BC batteries [4] - Aiko Co., Ltd. (600732) has launched a new generation of N-type back-contact ABC battery technology components and photovoltaic energy solutions [4] - TCL Zhonghuan (002129) is enhancing its product lineup by transforming TOPCon standard component production lines and establishing a 2GW BC component production line [4]