证券代码：300093 证券简称：*ST 金刚 公告编号：2025-082 甘肃金刚光伏股份有限公司 关于收到重整投资人全部重整投资款的公告 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。 甘肃金刚光伏股份有限公司（以下简称"公司"）于 2025 年 11 月 3 日收到 公司管理人的通知，管理人账户已收到全体重整投资人支付的全部重整投资款， 现将相关情况公告如下： 一、重整投资协议签署情况 1 三、风险提示 1、法院已裁定批准重整计划，公司重整计划进入执行阶段，在重整计划执 行期间，如公司不能执行或者不执行重整计划将被宣告破产。如果公司被宣告破 产，公司将进入破产清算程序，根据《深圳证券交易所创业板股票上市规则》第 10.4.18 条的规定，公司股票将面临被终止上市的风险。 2、因公司触及《上市规则》第 10.3.1 条第（一）、（二）、（三）项规定 及第 9.4 条第（六）项规定，公司股票自 2025 年 4 月 30 日开市起已被实施"退 市风险警示""其他风险警示"，股票简称由"金刚光伏"变更为"*ST 金刚"。 若公司 2025 年度经审计的财务会计 ...

Market Overview - The Shanghai Composite Index closed at 3976.52 points, above the annual line, with a gain of 0.55% [1] - The total trading volume of A-shares reached 21,329.04 million yuan [1] Stocks Breaking Annual Line - A total of 110 A-shares have surpassed the annual line today, with notable stocks including: - Deer Chemical with a deviation rate of 14.65% - Yabao Chemical at 11.35% - Fushi Holdings at 10.87% [1] Top Stocks by Deviation Rate - The following stocks had the highest deviation rates from the annual line: - Deer Chemical: 20.75% increase, latest price 16.06 yuan, deviation rate 14.65% [1] - Yabao Chemical: 11.98% increase, latest price 8.13 yuan, deviation rate 11.35% [1] - Fushi Holdings: 13.39% increase, latest price 5.76 yuan, deviation rate 10.87% [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Meirui New Materials: 19.99% increase, latest price 18.97 yuan, deviation rate 9.48% [1] - Intercontinental Oil and Gas: 10.13% increase, latest price 2.61 yuan, deviation rate 9.37% [1] - Tianjin Pulin: 10.00% increase, latest price 22.23 yuan, deviation rate 7.84% [1]

Core Points - The Shanghai Composite Index is currently at 3942.98 points, slightly down by 0.30%, with a total trading volume of 1063.825 billion yuan [1] - As of today, 61 A-shares have surpassed their annual moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates from their annual moving average include: - Deer Chemical (12.02% deviation) - Fushi Holdings (11.06% deviation) - Meirui New Materials (9.48% deviation) [1] - Other stocks that have just crossed the annual moving average with smaller deviation rates include: - COFCO Technology - Zhaoxun Media - Tianwei Foods [1] Trading Data - The trading data for stocks that broke through the annual moving average on November 3 includes: - Deer Chemical: 17.97% increase, 15.25% turnover rate, latest price at 15.69 yuan - Fushi Holdings: 13.58% increase, 24.42% turnover rate, latest price at 5.77 yuan - Meirui New Materials: 19.99% increase, 17.16% turnover rate, latest price at 18.97 yuan [1]

Financial Performance - The company's revenue for the third quarter reached ¥62,071,829, representing a 127.41% increase compared to the same period last year[5] - The net profit attributable to shareholders was -¥118,839,675.56, a 6.89% improvement year-over-year[5] - The basic earnings per share for the quarter was -¥0.5502, showing a 6.89% improvement from the previous year[5] - Total operating revenue for the current period reached ¥201,833,283.62, a significant increase from ¥79,247,029.95 in the previous period, representing a growth of approximately 154.5%[22] - The net loss for the current period was ¥400,731,032.38, compared to a net loss of ¥379,328,944.11 in the previous period, reflecting a deterioration in performance[23] - Basic and diluted earnings per share were both reported at -¥1.8554, compared to -¥1.6234 in the previous period, indicating a decline in shareholder value[24] Assets and Liabilities - The total assets at the end of the reporting period amounted to ¥2,884,888,739.39, reflecting a 6.57% increase from the previous year[5] - The company's total liabilities reached CNY 4,081,060,296.18, up from CNY 3,505,244,806.05, indicating a rise of approximately 16.4%[19] - The company's non-current liabilities decreased from CNY 637,512,104.04 to CNY 514,640,362.47, a reduction of approximately 19.3%[19] - The company's total liabilities and equity reached ¥2,884,888,739.39, compared to ¥2,707,062,422.60 in the previous period, showing an increase of approximately 6.6%[21] Cash Flow - The company reported a net cash flow from operating activities of -¥133,192,704.99, a decline of 19.52% compared to the previous year[5] - Cash flow from operating activities resulted in a net outflow of ¥133,192,704.99, worsening from a net outflow of ¥111,442,172.83 in the previous period[26] - Cash flow from investing activities showed a net outflow of ¥220,055,260.11, compared to a smaller outflow of ¥26,130,137.66 in the previous period[28] - Cash flow from financing activities generated a net inflow of ¥378,116,178.57, an increase from the previous period's inflow of ¥253,667,277.48[28] - The ending cash and cash equivalents balance was ¥38,416,329.98, down from ¥119,714,571.69 in the previous period[28] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 15,297[9] - Guangdong Ouhao Group holds a 21.99% stake in the company, with 47,498,448 shares pledged[9] Strategic Developments - The increase in revenue was attributed to a sustained rise in orders from overseas customers[8] - The company has signed a debt investment agreement for a total of CNY 100 million with Xinda Investment during the pre-restructuring period[12] - The company has designated 17 entities as financial investors for its restructuring, with 16 of them being independent and not related[13] - The court has approved the company's restructuring application, allowing it to continue operations during the restructuring period[14] - The company has received approval to extend the maturity of a CNY 300 million beneficial debt until December 31, 2025[16] - The company has terminated the implementation of its 2023 restricted stock incentive plan[14] Expenses - Total operating costs amounted to ¥556,235,812.91, up from ¥413,806,754.90, indicating an increase of about 34.4%[22] - The company reported an increase in research and development expenses to ¥2,889,835.21 from ¥26,367,875.61, reflecting a strategic focus on innovation despite overall losses[22] Non-Recurring Items - Non-recurring gains and losses totaled ¥1,022,923.24 for the quarter, with government subsidies contributing ¥424,496.74[6]

Core Insights - China is the largest producer and consumer of specialty glass globally, undergoing significant structural changes driven by the implementation of the "dual carbon" strategy and the upgrading of green building standards [1][9] - The market for specialty glass in China is projected to grow from CNY 59.9 billion in 2020 to CNY 102.6 billion in 2024, with a compound annual growth rate (CAGR) of 11.36% [1][10] - The demand for specialty glass is expected to remain strong, with projections indicating a market size of CNY 110.8 billion by 2025, fueled by rapid developments in downstream industries such as photovoltaic new energy and energy-efficient buildings [1][9] Industry Overview - Specialty glass is defined as glass that exhibits unique functions through various physical and chemical processes, serving as a critical material in sectors such as construction, transportation, energy, and aerospace [3][4] - The industry has evolved through three stages: initial exploration (1950s-1970s), rapid development (1980s-1990s), and current focus on industrial upgrading and brand building [4][5] Market Dynamics - The specialty glass market is transitioning from traditional ordinary glass to high-performance energy-saving products like Low-E glass and hollow glass, which are now mainstream [1][9] - The global specialty glass market was valued at USD 21.436 billion in 2023 and is expected to reach USD 27.534 billion by 2029, with a CAGR of 4.26% [8] Policy Environment - Recent government policies aim to enhance the development of the specialty glass industry, including initiatives to establish production bases for high-end glass products in strategic sectors [6] Industry Chain - The upstream of the specialty glass industry includes raw materials like quartz sand, soda ash, and limestone, while the downstream encompasses applications in various sectors [6][7] Competitive Landscape - The specialty glass market features a tiered competitive structure, with international leaders like Corning and AGC in the top tier, while domestic companies such as Fuyao Glass and Xinyi Glass form the second tier [10][11] Challenges - The industry faces challenges such as insufficient innovation capabilities, weak foundational research, and a lack of comprehensive standards and testing systems [13][14][15] Future Trends - Key trends in the specialty glass industry include high performance, large size, functional integration, and product series diversification to meet the evolving demands of various applications [16][17][18][20]

证券代码：300093 证券简称：*ST 金刚 公告编号：2025-080 甘肃金刚光伏股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 甘肃金刚光伏股份有限公司（以下简称"公司"）分别于 2025 年 8 月 28 日、2025 年 9 月 25 日召开第七届董事会第五十六次会议、2025 年第二次临时股 东会，审议通过了《关于变更公司经营范围暨修订<公司章程>的议案》，并授权 公司管理层或其授权代表办理变更登记、章程备案等相关事宜。具体内容详见公 司于 2025 年 8 月 28 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于变更公 司经营范围暨修订<公司章程>的公告》（公告编号：2025-062）。 一、工商变更登记情况 近日，公司已完成经营范围的工商变更及《公司章程》的备案工作，取得了 酒泉市市场监督管理局换发的《营业执照》。公司新换发的《营业执照》的基本 信息如下： 公司名称：甘肃金刚光伏股份有限公司 统一社会信用代码：9144000061755189XU 注册资本：贰亿壹仟陆佰 ...

证券代码：300093 证券简称：*ST 金刚 公告编号：2025-079 甘肃金刚光伏股份有限公司 关于公司及四家子公司重整计划获得法院裁定批准 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。 特别提示： 1、2025 年 10 月 27 日，甘肃金刚光伏股份有限公司（以下简称"公司"或 "金刚光伏"）及下属子公司甘肃金刚羿德新能源发展有限公司（以下简称"金 刚羿德"）、欧昊新能源电力（甘肃）有限责任公司（以下简称"欧昊电力"）、 苏州金刚防火钢型材系统有限公司（以下简称"苏州型材"）、苏州金刚光伏科 技有限公司（以下简称"苏州金刚"）分别收到酒泉市中级人民法院（以下简称 "酒泉中院"或"法院"）送达的（2025）甘 09 破 1 号、（2025）甘 09 破 2 号、（2025）甘 09 破 3 号、（2025）甘 09 破 4 号、（2025）甘 09 破 5 号《民 事裁定书》，酒泉中院裁定批准《甘肃金刚光伏股份有限公司重整计划》《甘肃 金刚羿德新能源发展有限公司重整计划》《欧昊新能源电力（甘肃）有限责任公 司重整计划》《苏州金刚防火钢型材系统 ...

甘肃金刚羿德新能源发展有限公司 重整计划 二〇二五年十月 | | | | | | 释 义 1 "金刚羿德"或"债务人" 指 甘肃金刚羿德新能源发展有限公司 "甘肃高院" 指 甘肃省高级人民法院 "法院"或"酒泉中院" 指 甘肃省酒泉市中级人民法院 "《企业破产法》" 指 自 2007 年 6 月 1 日起施行的《中华人民共和国 企业破产法》 "《破产审判会议纪要》" 指 最高人民法院《全国法院破产审判工作会议纪 要》（法〔2018〕53 号） "《企业破产法司法解释 三》" 指 《最高人民法院关于适用〈中华人民共和国企 业破产法〉若干问题的规定（三）》（法释〔2020〕 18 号） "金刚光伏"或"上市公司" 指 甘肃金刚光伏股份有限公司 "欧昊新能源" 指 欧昊新能源电力（甘肃）有限责任公司 "四家子公司" 指 金刚羿德、苏州金刚光伏科技有限公司、苏州 金刚防火钢型材系统有限公司、欧昊新能源 "重整受理日" 指 金刚羿德的重整受理日 2025 年 9 月 19 日 "临时管理人" 指 法院依法指定的金刚光伏临时管理人 "管理人" 指 法院依法指定的金刚羿德管理人 "基准日" 指 2025 年 4 月 30 ...

苏州金刚防火钢型材系统有限公司 重整计划 二〇二五年十月 | | | | | | 释 义 1 "苏州型材"或"债务人" 指 苏州金刚防火钢型材系统有限公司 "法院"或"酒泉中院" 指 甘肃省酒泉市中级人民法院 "甘肃高院" 指 甘肃省高级人民法院 "吴江法院" 指 江苏省苏州市吴江区人民法院 "《企业破产法》" 指 自 2007 年 6 月 1 日起施行的《中华人民共和国 企业破产法》 "《破产审判会议纪要》" 指 最高人民法院《全国法院破产审判工作会议纪 要》（法〔2018〕53 号） "《企业破产法司法解释 三》" 指 《最高人民法院关于适用<中华人民共和国企 业破产法>若干问题的规定（三）》（法释〔2020〕 18 号） "金刚光伏"或"上市公司" 指 甘肃金刚光伏股份有限公司 "四家子公司" 指 苏州型材、苏州金刚光伏科技有限公司、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 "重整受理日" 指 苏州型材的重整受理日 2025 年 9 月 19 日 "临时管理人" 指 法院依法指定的金刚光伏临时管理人 "管理人" 指 法院依法指定的苏州型材管理人 "基准日" 指 2025 年 ...

苏州金刚光伏科技有限公司 重整计划 二〇二五年十月 | | | | | | 释 义 1 "苏州金刚"或"债务人" 指 苏州金刚光伏科技有限公司 "法院"或"酒泉中院" 指 甘肃省酒泉市中级人民法院 "甘肃高院" 指 甘肃省高级人民法院 "吴江法院" 指 江苏省苏州市吴江区人民法院 "《企业破产法》" 指 自 2007 年 6 月 1 日起施行的《中华人民共和国 企业破产法》 "《破产审判会议纪要》" 指 最高人民法院《全国法院破产审判工作会议纪 要》（法〔2018〕53 号） "《企业破产法司法解释 三》" 指 《最高人民法院关于适用<中华人民共和国企 业破产法>若干问题的规定（三）》（法释〔2020〕 18 号） "金刚光伏"或"上市公司" 指 甘肃金刚光伏股份有限公司 "四家子公司" 指 苏州金刚、苏州金刚防火钢型材系统有限公司、 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 "重整受理日" 指 苏州金刚的重整受理日 2025 年 9 月 19 日 "临时管理人" 指 法院依法指定的金刚光伏临时管理人 "管理人" 指 法院依法指定的苏州金刚管理人 "基准日" 指 2025 年 4 ...