证券代码：300118 证券简称：东方日升 公告编号：2025-057 东方日升新能源股份有限公司 关于股东部分股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 东方日升新能源股份有限公司（以下简称"本公司"）于近日接到控股股东 林海峰先生的通知，获悉林海峰先生将其所持有的本公司部分股份进行质押，具 体事项如下： 一、股东股份质押基本情况 | | 是否为 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 控股股 | | | | | | | | | | | | | 东或第 | | 占其所 | 占 | 公 | 是否 | 是否 | | | | | | 股东 | | 本次质押 | | 司 | 总 | | 为补 | 质押起 | 质押到 | | 质押 | | | 一大股 | | 持股份 | | | 为限 | | | | 质权人 | | | 名称 | | 数量 | | 股 | 本 | | 充质 | 始日 | 期日 ...

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、担保情况概述 东方日升新能源股份有限公司（以下简称"东方日升"、"公司"）分别 于 2025 年 4 月 22 日、2025 年 5 月 14 日召开第四届董事会第十八次会议、2024 年年度股东大会，审议通过了《关于预计公司及下属公司担保额度的议案》。同 意公司为合并报表范围内下属公司提供担保额度总计不超过人民币 1,115,000 万 元，其中向资产负债率超过 70%的全资公司提供的担保额度为不超过 784,000 万 元，向资产负债率为 70%（含）以下的全资公司的担保额度为不超过 331,000 万 元，担保额度有效期自股东大会审议通过之日起十二个月，同时公司股东大会授 权公司董事长/总裁审批担保业务方案及业务相关合同，并同意董事长/总裁在前 述授权范围内转授权公司财务相关负责人行使该项业务决策权并签署相关合同 文件；预计下属公司为公司提供担保额度总计不超过人民币 168,000 万元，担保 额度有效期自股东大会审议通过之日起十二个月，同时公司股东大会授权公司董 事长/总裁审批担保业务方案及业务相关合 ...

Core Viewpoint - The commercial energy storage market is undergoing adjustments in the first half of 2025, with companies adapting their strategies in response to changing policies and market conditions, while maintaining a generally optimistic outlook for the second half of the year [2][3][4]. Market Trends - The total scale of user-side energy storage projects reached 1.8GW/4.6GWh in the first half of 2025, representing a 95.66% increase compared to the same period last year, with the number of commercial energy storage projects increasing by 100% [4][9]. - The investment enthusiasm for commercial energy storage is becoming more rational, with larger projects being favored over smaller, more volatile ones [4][7]. Company Performance - Companies like CRRC Zhuzhou Electric achieved over 150% growth in commercial energy storage revenue, successfully landing multiple representative projects [8][9]. - Envision reported rapid growth with nearly 100 projects delivered and over 1,000 energy storage cabinets deployed [8]. - Sungrow Power Supply also saw over 100% growth, driven by increased R&D investment and new product launches [10]. - Trina Solar's shipment volume increased by over 400% compared to last year [9]. - Hongzheng Energy's first-quarter performance nearly matched its entire previous year's output, with expectations to exceed annual targets [11]. Strategic Adjustments - Companies are focusing on long-term strategies and adapting to policy changes, with many expressing confidence in meeting or exceeding annual targets despite regional market adjustments [7][14]. - New energy storage models, such as Envision's "Yiqi Storage" service model, are being introduced to enhance competitiveness [14]. Product Trends - The main trends in commercial energy storage products include large capacity, scene customization, AI integration, and long-duration storage [18][19]. - Over 60% of surveyed companies identified large capacity cells (500kWh+) as a key trend, while over half emphasized the importance of scene customization [19][21]. Technological Developments - The industry is witnessing a shift towards larger, integrated systems with a focus on modular design and flexibility to adapt to various scenarios [26][28]. - Companies are increasingly integrating AI and software solutions to enhance operational efficiency and market responsiveness [33][34]. Global Expansion - Companies like Weiheng Intelligent are expanding their global footprint, with projects in over 38 countries and regions, while GSL Energy is focusing on strategic markets in Europe, the Middle East, and Africa [17][18].

Group 1 - The core finding of the report indicates that the top ten global solar photovoltaic module manufacturers are expected to ship a record 500 GW in 2024, nearly double the previous year's volume, despite these leading companies collectively incurring a loss of $4 billion [1] - The report highlights that these top manufacturers account for 62% of global production capacity and 89% of module shipments, showcasing a high level of industry concentration [1] - The ranking includes manufacturers from over 10 countries, with Jinko Solar leading the list with a score of 90.6, followed closely by JA Solar and LONGi Green Energy [2] Group 2 - Geographic expansion is identified as a key strategy to address trade challenges, with China remaining the dominant player in solar module manufacturing, while emerging competitors like India, South Korea, and Vietnam are rapidly closing the gap [3] - The report emphasizes a continuing trend of vertical integration among manufacturers, with a focus on upstream control, as top module producers increasingly integrate battery production into their operations [3] - Several companies are accelerating investments in wafer manufacturing, reflecting the industry's shift towards comprehensive vertical integration [3]

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]

东方日升新能源股份有限公司（以下简称"本公司"）于近日接到控股股东 林海峰先生的通知，获悉林海峰先生将其所持有的本公司部分股份进行质押，具 体事项如下： 一、股东股份质押基本情况 | | 是否为 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 控股股 | | | | | | | | | | | | | | | | 占 | 公 | | 是否 | | | | | | | 东或第 | | 占其所 | | | 是否 | | | | | | | 股东 | | 本次质押 | | 司 | 总 | | 为补 | 质押起 | 质押到 | | 质押 | | 名称 | 一大股 | 数量 | 持股份 | 股 | 本 | 为限 | 充质 | 始日 | 期日 | 质权人 | 用途 | | | 东及一 | | 比例 | | | 售股 | | | | | | | | | | | 比 例 | | | 押 | | | | | | | 致行动 | | | | | | | | | | | | | 人 ...

Group 1 - The A-share market experienced slight fluctuations on July 2, with the Shanghai Composite Index closing at 3454.79 points, down 0.09% [1] - A500ETF Jiashi (159351) saw a trading volume of 2.784 billion yuan, ranking fourth among similar products in the market and second in the Shenzhen market [1] - The turnover rate for A500ETF Jiashi reached 18.24%, the highest among similar products in the Shenzhen market [1] Group 2 - The solar energy sector received two significant boosts: the U.S. "Big and Beautiful" Act was passed in the Senate, leading to strong performance of solar and wind stocks in the U.S. market [1] - Major domestic photovoltaic glass companies plan to collectively reduce production by 30% starting in July, which is expected to decrease domestic glass production to approximately 45GW [1] - As a result of these positive developments, key stocks in the solar sector saw substantial gains, with Daqo New Energy rising over 15%, and both Dongfang Risheng and Tongwei Co. increasing by over 10% [1] Group 3 - Despite a slight market adjustment, there are clear signs of capital positioning against the trend, supported by liquidity advantages and policy benefits, highlighting the strategic value of A500ETF Jiashi as a core asset allocation tool in the A-share market [1] - A500ETF Jiashi tracks the CSI A500 Index, composed of 500 stocks with large market capitalization and good liquidity, providing a balanced industry distribution and a higher proportion of new productive forces [2] - Investors can access quality core asset opportunities through the Jiashi CSI A500 ETF linked fund (Class A 022453; Class C 022454) [2]

Market Overview - The A-share market experienced fluctuations, with the Shanghai Composite Index down 0.04% and the Shenzhen Component Index down 0.42% as of midday [2][3] - The total trading volume in the market was 867.48 billion yuan, showing a significant decrease compared to the previous day [4] Banking Sector - The banking sector saw a collective rise, with Zijin Bank increasing nearly 3% and several other banks like Lanzhou Bank and Ningbo Bank rising over 2% [8][10] - A total of 13 A-share listed banks have completed nearly 70% of their cash dividend distribution for 2024, with some banks already proposing mid-term dividends for 2025 [13] Solar Energy Sector - The rooftop solar concept stocks surged, with companies like Xiangqiang Co. and Yamaton hitting their daily limit up [15][17] - HJT battery concept stocks also saw significant gains, with Yijing Optoelectronics and Yaopi Glass reaching their daily limit up [18] - The silicon energy sector continued to rise, with *ST Xinyuan hitting the daily limit up and Daqo New Energy increasing over 11% [19][21] - Major photovoltaic glass companies plan to collectively reduce production by 30% starting in July, which is expected to decrease domestic glass output to around 45GW [22] Multi-Financial Sector - The multi-financial sector faced a downturn, with Aijian Group hitting the daily limit down and several other stocks like Hongye Futures and Guosheng Jinkong experiencing significant declines [26][28] - Aijian Group's stock was previously favored due to speculation about its involvement in stablecoin business, but the company clarified it has not engaged in such activities [29]

Core Viewpoint - The recent surge in polysilicon prices and related stocks is driven by multiple favorable factors, including government policies aimed at improving product quality and reducing low-price competition in the industry [2][5]. Group 1: Market Performance - Polysilicon prices opened high and surged over 5% in early trading, with significant activity in photovoltaic stocks, including notable gains in companies like Yamaton and Tongwei [1][5]. - The industrial commodity futures market showed strong bullish sentiment, with polysilicon, industrial silicon, and glass leading the gains [5]. Group 2: Government Policies - A recent high-level meeting emphasized the need to regulate low-price competition and promote the exit of outdated production capacity, which is seen as a major positive for the market [2][5]. - Domestic leading photovoltaic glass companies plan to collectively reduce production by 30% starting in July, which is expected to decrease domestic glass output to around 45 GW [4]. Group 3: International Influence - The U.S. "Big and Beautiful" bill passed in the Senate, which is expected to boost solar and wind energy stocks, with significant gains observed in related companies [3][7]. - The bill's provisions include the removal of tax obligations for solar and wind projects, further enhancing market optimism [7]. Group 4: Economic Outlook - Morgan Stanley has raised its growth forecasts for China's economy to 5.1% and 5.3% for the next two years, highlighting the dual drivers of technological innovation and policy support [8]. - The recent decline in the U.S. dollar index is expected to enhance the financial attributes of commodity futures, potentially increasing demand for these products [8].

东方日升新能源股份有限公司（以下简称"东方日升"、"公司"）分别 于 2025 年 4 月 22 日、2025 年 5 月 14 日召开第四届董事会第十八次会议、2024 年年度股东大会，审议通过了《关于预计公司及下属公司担保额度的议案》。同 意公司为合并报表范围内下属公司提供担保额度总计不超过人民币 1,115,000 万 元，其中向资产负债率超过 70%的全资公司提供的担保额度为不超过 784,000 万 元，向资产负债率为 70%（含）以下的全资公司的担保额度为不超过 331,000 万 元，担保额度有效期自股东大会审议通过之日起十二个月，同时公司股东大会授 权公司董事长/总裁审批担保业务方案及业务相关合同，并同意董事长/总裁在前 述授权范围内转授权公司财务相关负责人行使该项业务决策权并签署相关合同 文件；预计下属公司为公司提供担保额度总计不超过人民币 168,000 万元，担保 额度有效期自股东大会审议通过之日起十二个月，同时公司股东大会授权公司董 事长/总裁审批担保业务方案及业务相关合同，并同意董事长/总裁在前述授权范 围内转授权公司财务相关负责人行使该项业务决策权并签署相关合同文件。具体 内容详见 ...