证券代码：300093 证券简称：*ST 金刚 公告编号：2025-047 甘肃金刚光伏股份有限公司 关于子公司被申请破产清算的提示性公告 2、截至本公告披露日，苏州金刚尚未收到法院裁定受理破产清算的相关文 件，本次申请为破产审查阶段，苏州金刚是否进入破产清算程序存在重大不确定 性。公司已将苏州金刚纳入了上市公司的整体重整范畴，苏州金刚已向吴江法院 提交重整申请，且于 2025 年 6 月 25 日收到了吴江法院同意苏州金刚重整立案并 组成合议庭进行审查，案号为（2025）苏 0509 破申 172 号。 一、苏州金刚被申请破产清算的事件概述 2025 年 6 月 24 日，甘肃金刚光伏股份有限公司（以下简称"公司"）下属 子公司苏州金刚收到吴江法院送达的《通知书》（（2025）苏 0509 破申 171 号）、 《破产申请书》等材料，申请人以苏州金刚不能清偿到期债务且明显缺乏清偿能 力为由，对苏州金刚提出破产清算申请。 1、申请人基本信息 申请人：苏州军威保安服务有限公司 统一社会信用代码：91320509MA1MFE2NXG 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 ...

证券代码：300093 证券简称：*ST 金刚 公告编号：2025-049 甘肃金刚光伏股份有限公司 关于下属公司向法院申请重整的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 甘肃金刚光伏股份有限公司（以下简称"公司"）于 2025 年 4 月 11 日召开 第七届董事会第五十三次会议及 2025 年 4 月 29 日召开的 2025 年第一次临时股 东大会，审议通过了《关于下属公司向法院申请重整的议案》，同意公司全资子 公司或孙公司甘肃金刚羿德新能源发展有限公司、欧昊新能源电力（甘肃）有限 责任公司、苏州金刚防火钢型材系统有限公司（以下简称"苏州型材"）以不能 清偿到期债务且明显缺乏清偿能力，但具有重整价值为由向有管辖权的人民法院 （以下简称"法院"）申请重整；同意公司全资子公司苏州金刚光伏科技有限公 司（以下简称"苏州金刚"）以不能清偿到期债务并且资产不足以清偿全部债务， 但具有重整价值为由向有管辖权的法院申请重整；同意申请对上述四家子公司与 公司后续重整程序（如有）进行协调审理。具体详见公司于 2025 年 4 月 11 日在 巨潮资讯网披露 ...

Core Viewpoint - *ST Jinkang (300093) is advancing its pre-restructuring and restructuring procedures to solidify its operational foundation, driven by optimism regarding the development prospects of the intelligent computing power industry [1] Group 1: Company Actions - The company is establishing Beijing Jinkang Shuhai Intelligent Computing Technology Co., Ltd. (referred to as "Jinkang Shuzhi") with a registered capital of 10 million RMB, fully funded by its wholly-owned subsidiary Shanghai Jinkang Glass Fireproof Technology Co., Ltd. [1] - Shanghai Jinkang will contribute 100% of the registered capital for the new venture [1] Group 2: Strategic Partnerships - The restructuring investor, Shanghai Hongqi Yunchuang Technology Group Co., Ltd., will leverage its industry and resource advantages to assist the company in expanding new business areas, relying on its accumulated experience in the computing power sector [1]

Group 1 - The company *ST JINGANG announced the establishment of Beijing JINGANG Shuhai Intelligent Computing Technology Co., Ltd. with a total investment of 10 million yuan from its wholly-owned subsidiary [1] - The registered capital of the new company is also 10 million yuan, with *ST JINGANG committing to 100% of the investment [1] - The investment aims to support the company's pre-restructuring and restructuring processes, strengthening its operational foundation while capitalizing on the promising outlook of the intelligent computing industry [1] Group 2 - The restructuring investor, Shanghai Hongqi Yunchuang Technology Group Co., Ltd., will assist the company in expanding new business opportunities [1]

3、根据《深圳证券交易所股票上市规则》（以下简称"《上市规则》"）的 相关规定，如果酒泉中院启动重整，则深圳证券交易所将对公司股票交易实施叠 加退市风险警示。 证券代码：300093 证券简称：*ST 金刚 公告编号：2025-045 甘肃金刚光伏股份有限公司 关于与重整投资人签署重整投资协议的公告 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。 特别风险提示： 1、本次签署的《重整投资协议》存在因触发协议约定情形而导致协议被解 除、终止的风险，亦可能出现重整投资人无法按照协议约定履行或及时履行相关 义务的情形，敬请注意投资风险。 2、酒泉市中级人民法院（以下简称"酒泉中院"）同意对公司启动预重整， 不代表法院正式启动公司重整。即使启动预重整，后续进入重整程序前需要法院 逐级报送最高人民法院审查。截至本公告披露日，公司尚未收到法院关于进入重 整程序的相关法律文书，公司是否进入重整程序尚存在重大不确定性。 4、如果酒泉中院启动对公司的重整，公司将依法配合酒泉中院及管理人开 展相关重整工作，并依法履行债务人的法定义务。如果公司顺利实施重整并执行 完毕重整计划，将有 ...

证券代码：300093 证券简称：*ST 金刚 公告编号：2025-046 甘肃金刚光伏股份有限公司 关于全资子公司对外投资的公告 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。 一、对外投资概述 甘肃金刚光伏股份有限公司（以下简称"公司"）正在推进预重整及重整程 序，为夯实公司经营基础，基于对智能算力行业发展前景的看好，由全资子公司 上海金刚玻璃防火科技有限公司（以下简称"上海金刚"）使用自筹资金对外投 资，设立北京金刚数海智算科技有限公司（以下简称"金刚数智"），注册资本 1,000 万元人民币，上海金刚认缴 100%出资额。同时公司重整投资人上海弘琪 云创科技集团有限公司将借助其自身产业优势和资源优势，依托其在算力业务方 面的积累，协助公司拓展新的业务。 注册地址：北京市门头沟区石龙工业区桥园路 1 号 1 幢 1 层 116 室 注册资本：1,000 万元人民币 根据《深圳证券交易所创业板股票上市规则》和《公司章程》等规定，本次 对外投资无需提交公司董事会或股东大会审议。本次对外投资不构成关联交易， 也不构成《上市公司重大资产重组管理办法》规定的重大资 ...

Group 1 - Sichuan Province plans to invest 135.3 billion yuan in a comprehensive photovoltaic industry chain, including 35 signed projects and 36 upstream and downstream companies [1] - The investment aims to establish a world-class crystalline silicon photovoltaic industry cluster in Yibin City, covering the entire photovoltaic production process from silicon materials to components [1] Group 2 - Argentina's first solar panel factory is set to open, with an initial capacity of 450 MW and plans to double to 1 GW in the near future [2] - The factory will initially use imported materials to produce solar panels, with future plans to manufacture batteries, silicon ingots, and silicon wafers [2] Group 3 - Pakistan's government plans to impose an 18% tax on imported solar panels and photovoltaic cells, expected to generate approximately 20 billion rupees (about 500 million yuan) in tax revenue [3] - The new tax aims to support local manufacturers and create a fair competitive environment, as previously imported solar panels were exempt from taxes [3] - Despite concerns from the solar industry about potential slowdowns in solar adoption, the government is committed to this tax policy as part of broader fiscal goals [3] Group 4 - ST King Kong signed a sales contract for 194 MW of HJT solar cells, which is expected to account for over 50% of the company's audited revenue for 2024 [4] - The total value of contracts signed with this customer in the last 12 months exceeds 100% of the company's projected revenue for 2024, highlighting the company's technological strength and global operational capabilities [5]

Core Viewpoint - Gansu King Kong Photovoltaic Co., Ltd. (*ST King Kong*) has entered a critical phase in its restructuring process, with Guangdong Ouhao Group confirmed as the industrial investor to aid in its debt resolution and operational recovery [2][3]. Group 1: Restructuring Details - The restructuring investment agreement was signed on June 9, with Ouhao Group committing to invest between 268 million yuan and 402 million yuan at a price of 4.96 yuan per share, which is 50% of the average stock price over the previous 60 trading days [3][4]. - Following the transaction, Ouhao Group's shareholding will be between 20% and 25%, solidifying its control over *ST King Kong* [3][4]. - The restructuring process was initiated after creditors filed for bankruptcy due to *ST King Kong*'s inability to repay debts, highlighting the company's significant financial distress [3][4]. Group 2: Financial Performance and Challenges - *ST King Kong* has faced continuous losses, with net losses of 202 million yuan in 2021, 269 million yuan in 2022, and 362 million yuan in 2023. In 2024, the company reported a revenue drop of 78.69% to 124 million yuan and a net loss of 795 million yuan, marking a 119.83% increase in losses year-on-year [6][7]. - The company's total assets were reported at 2.711 billion yuan, with total liabilities of 3.635 billion yuan, resulting in a debt ratio of 134.08% and a negative net asset value of 921 million yuan [6][7]. Group 3: Future Prospects and Contracts - If the restructuring is successful, *ST King Kong* could potentially turn its net assets positive and avoid delisting risks. However, failure to restructure could lead to delisting based on its current financial status [7]. - A significant sales contract was signed with a South Asian customer for 194 MW of HJT solar cells, expected to account for over 50% of the company's audited revenue for 2024, indicating a potential boost to future performance [7].

Core Viewpoint - Jingang Photovoltaic has made significant progress in its restructuring process by finalizing a restructuring investment agreement with Ouhao Group, enhancing the certainty of its restructuring efforts [1][2]. Group 1: Restructuring and Investment - Ouhao Group has been confirmed as the restructuring industrial investor for Jingang Photovoltaic, having signed the restructuring investment agreement on June 9 [1]. - Ouhao Group holds a 21.99% stake in Jingang Photovoltaic, with a combined holding of 25.01% when including its concerted actions [2]. - The restructuring investment agreement aims to mitigate risks and enhance the sustainable development capabilities of Jingang Photovoltaic, while protecting the interests of all stakeholders [2][4]. Group 2: Company Background and Strategic Support - Jingang Photovoltaic, formerly known as Jingang Glass, has transitioned to focus on photovoltaic products, particularly heterojunction solar cells and modules, since Ouhao Group became the controlling shareholder in 2021 [3]. - The company has faced challenges due to industry downturns, including overcapacity and price competition, leading to net profit losses [3]. - Ouhao Group has provided significant financial support, including a debt waiver of 336 million yuan in 2023, to bolster Jingang Photovoltaic's operations [3]. Group 3: Market Position and Future Prospects - Jingang Photovoltaic has emerged as a leader in HJT technology, achieving mass production of high-efficiency N-type heterojunction solar cells with conversion efficiencies reaching 26% and module power exceeding 730W [5]. - The company has secured a 194MW sales contract with a South Asian client, expected to account for over 50% of its audited revenue for 2024 [6]. - The global photovoltaic market is anticipated to rebound, with projected growth in new installations of 15%-20% by 2025, benefiting companies like Jingang Photovoltaic as they expand into international markets [6].

Core Viewpoint - *ST Jinkang (300093) is undergoing restructuring with Guangdong Ouhao Group as the confirmed industrial investor, having signed a restructuring investment agreement [2][3]. Group 1: Company Background - *ST Jinkang, officially known as Gansu Jinkang Photovoltaic Co., Ltd., is engaged in high-efficiency heterojunction (HJT) solar cells and components [3]. - The company has faced poor operating conditions, resulting in consecutive losses [3]. Group 2: Restructuring Process - On July 8, 2024, *ST Jinkang received a court decision for restructuring due to its inability to repay debts, leading to the initiation of pre-restructuring procedures [3]. - By August 25, 2024, the temporary administrator received applications from 19 potential restructuring investors [3]. Group 3: Investor Details - Ouhao Group is the largest shareholder of *ST Jinkang, holding 21.99% of shares, with a combined holding of 25.01% including its concerted actions [3]. - The group reported a revenue of 5.57 billion yuan in 2023, but incurred a net loss of 100 million yuan [4]. Group 4: Investment Plan - Ouhao Group plans to invest between 268 million yuan and 402 million yuan at a price of 4.96 yuan per share, acquiring between 54 million and 81 million shares [6]. - The market reference price for the shares is set at 9.91 yuan per share, with the investment price being below 50% of this reference [8]. Group 5: Sales Contract Impact - *ST Jinkang's subsidiary signed a significant sales contract for 194 MW of HJT solar cells, expected to account for over 50% of the company's audited revenue for 2024 [9].