证券代码：300118 证券简称：东方日升 公告编号：2025-020 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 | | | 占 | 公 | | 是否 | | | | | | 股东 | 东或第 | 本次质押 | 占其所 | 司 | 总 | 是否 | 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 | 比 例 | | 售股 | 押 | | | | | ...

每经记者 朱成祥 每经编辑 杨夏 NO.1 东方日升：控股股东林海峰解除部分股份质押 4月13日，东方日升公告称，公司近日接到控股股东林海峰通知，获悉林海峰将其所持有的本公司部分 股份解除质押。本次解除质押股份数量合计1813.66万股，占其所持股份比例6.41%，占公司总股本比例 1.59%。截至公告披露日，林海峰累计质押股份数量为8465万股，占其所持股份比例29.91%，占公司总 股本比例7.43%。目前林海峰质押的股份不存在平仓风险或被强制过户风险。 NO.2 上能电气：拟回购3600万元至7200万元公司股份 4月13日，上能电气公告称，公司拟通过集中竞价交易方式以自有资金或自筹资金回购公司部分A股股 份，用于后期实施股权激励计划。回购的资金总额不低于3600万元且不超过7200万元。回购期限自公司 董事会审议通过回购股份方案之日起12个月内。 点评：上能电气计划回购A股股份，用于股权激励，彰显公司对自身价值的认可及对未来发展的信心。 回购资金总额不低于3600万元，显示公司财务状况稳健。此举有望提升市场信心，稳定股价，长期有利 于公司发展。 点评：东方日升控股股东林海峰部分股份解除质押，但目前林海 ...

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解除质押，具 体事项如下： 证券代码：300118 证券简称：东方日升 公告编号：2025-019 东方日升新能源股份有限公司 关于股东部分股份解除质押的公告 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。 | | 是否为控股 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 本次解除质 | 占其所持 | 占公司总 | | 起始日期 | | 解除日期 | 质权人 | | 名称 | 大股东及一 | 押股份数量 | 股份比例 | 股本比例 | | | | | | | | 致行动人 | | | | | | | | | | | | | | | 2023 | 年 5 | 2025 | 年 4 | 国泰君安证 | | 林海峰 | 是 | 8,086,600 | 2.86% | 0.71% | | | | | 券 ...

Core Viewpoint - The 13th International Energy Storage Summit and Exhibition (ESIE 2025) has commenced in Beijing, showcasing hundreds of energy storage companies and their innovative products. Group 1: Product Highlights - Jingkong Energy showcased the liquid-cooled OmniCube-L261 and OmniCube-L418 energy storage systems, featuring modular design that saves 30% in footprint [3] - Ronghe Yuanshu presented the "AI+" intelligent trading and VPP operation platform, enhancing operational efficiency through automated market predictions and strategy adjustments [9] - New Energy An launched the UniC AG300-150 commercial energy storage system, achieving 15,000 cycles at 25°C with a SOH ≥ 70% [12][14] - Nandu Power introduced the CENTERLMAX 8.338MWh liquid-cooled energy storage system, supporting flexible configurations and achieving 96% efficiency [17] - Faraday Power displayed the 530Ah energy cell, capable of over 1.6 kWh per cell with a cycle life of 12,000 times [21] - Haichen Energy unveiled the ∞Cell 587Ah battery with 94.5% efficiency and over 10,000 cycles [22] - Chuangneng New Energy presented the new generation 472Ah energy cell and CORNEX M6 energy storage system, with a nominal energy exceeding 1510.4Wh [26] Group 2: Industry Trends - The trend towards larger capacity energy cells (500Ah+) is evident, with companies focusing on high power and efficiency to match these cells [4] - AI-driven solutions and intelligent trading capabilities are becoming focal points for commercial energy storage products [4] - The introduction of integrated solar-storage solutions is on the rise, indicating a shift towards comprehensive energy management systems [4] Group 3: Technological Innovations - Companies are increasingly adopting modular designs and advanced cooling technologies to enhance system efficiency and safety [3][8] - The use of AI and data analytics in energy management systems is being emphasized to optimize operational performance and reduce costs [9][49] - New safety features and predictive maintenance capabilities are being integrated into energy storage systems to enhance reliability and lifespan [86][89]

证券代码：300118 证券简称：东方日升 公告编号：2025-018 东方日升新能源股份有限公司 关于股东部分股份解除质押的公告 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解除质押，具 体事项如下： | 是否为控股 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 本次解除质 | 占其所持 | 占公司总 | 起始日期 | 解除日期 | 质权人 | | | | | | 名称 | 大股东及一 | 押股份数量 | 股份比例 | 股本比例 | | | | | | | | | 致行动人 | | | | | | | | | | | | | 国泰君安证 | 年 | 年 | 2023 | 1 | 2025 | 4 | | | | | | | 林海峰 | 是 | 券股份有限 ...

Investment Logic - The article highlights investment opportunities in the photovoltaic sector, particularly focusing on new technologies. Three main lines of investment are suggested: 1) Leading TOPCon battery companies expected to achieve profit recovery; 2) New technology equipment manufacturers with growth potential; 3) Suppliers of low-silver or silver-free metallization paste solutions [2][3][4]. TOPCon Route - The profitability of battery components is continuously recovering, with leading companies expected to accelerate capacity upgrades. As demand improves, prices in the supply chain have risen, with silicon wafers, batteries, and components increasing by 7%, 13%, and 7% respectively since mid-February [2][6]. - By the end of 2025, the non-silicon cost of leading companies' TOPCon batteries is projected to drop below 0.13 yuan/W, enhancing competitive advantages among top firms [2][22]. XBC Route - The market interest in XBC technology has significantly increased, with an estimated production capacity nearing 50GW and construction capacity close to 45GW. Major companies like Longi and Aiko are leading this development [3][28]. - The price premium for BC components over TOPCon components remains around 0.05 yuan/W, indicating a competitive edge for BC technology [3][38]. HJT Route - The HJT technology is gaining market share, with a total planned capacity exceeding 100GW and actual capacity around 40-45GW. The efficiency of HJT components is expected to improve significantly, with projections of reaching 750W by early 2026 [4][47]. - HJT components are currently priced at a premium of approximately 0.05 yuan/W over TOPCon components, with cost differences narrowing as production scales up [4][55]. Metallization Process - The trend towards low-silver or silver-free solutions is becoming prominent, with silver paste prices rising significantly. The introduction of silver-copper paste is expected to reduce metallization costs by over 0.01 yuan/W [5][58]. - The industry is focusing on reducing silver consumption, with silver-copper paste already being applied in HJT batteries, indicating a shift towards more cost-effective solutions [5][63].

东方日升新能源股份有限公司 关于股东部分股份质押及解除质押的公告 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及解 除质押，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 | | 用途 | | | 东及一 | | 比例 | ...

Core Insights - The photovoltaic industry is experiencing unprecedented growth opportunities amid the acceleration of global energy transition, with Dongfang Risheng (300118.SZ) leading through technological innovation [1][2] - The company has launched the Hyper-ion Fuxi module, which integrates advanced technologies and achieves a power output exceeding 730W with an efficiency of 23.8%, while significantly reducing carbon footprint [1] - Recent policies from the National Development and Reform Commission emphasize high proportions of green electricity consumption, providing clear market guidance for photovoltaic companies and broad application scenarios for Dongfang Risheng's innovations [1] Company Achievements - Dongfang Risheng has received international certifications for its heterojunction technology, including the first global certification for 210 heterojunction high-efficiency thin-film modules from TüV Süd and the first HJT cell certification from TüV Rheinland [2] - The company ranked 7th in the "2024 China DC Battery Storage Enterprises Shipment Volume TOP 10" list published by GGII, highlighting its strength and influence in the energy storage sector [2] Future Outlook - With the continuous growth in demand for clean energy, Dongfang Risheng is enhancing product conversion efficiency and module power through ongoing optimization of production processes and technological breakthroughs [2] - The combination of technological advantages and policy support is expected to further enhance the company's competitiveness in the global photovoltaic market [2] - The company aims to drive technological upgrades and market expansion in photovoltaic products, contributing significantly to global energy structure optimization in the context of green and low-carbon transformation [2]

在电力市场政策层面，多个部门今年出台改革方案，推动我国新能源行业全面步入市场化新阶段。新政 策执行新老划断，2025年6月1日以前投产的新能源存量项目，通过开展差价结算，实现电价与现行政策 妥善衔接；6月1日及以后投产的新能源增量项目将参与市场化交易。受6月1日政策节点的影响，分布式 光伏项目抢装需求集中爆发，尤其是工商业分布式光伏订单激增。今年3月以来，大量光伏组件厂家的 生产线几乎处于24小时连轴转的状态，订单排期已经排到了今年二季度末。东方日升通过技术优势与产 能弹性，充分把握抢装窗口期，推动营收与利润的增长。 投资价值凸显长期增长路径清晰 公司通过智能化生产与精益管理，实现组件良品率持续提升。据2024年中报显示，东方日升组件产品良 率超过99%。这种质量优势不仅降低电站运维成本，更通过TÜV南德3倍IEC测试认证等权威背书，增强 客户对产品生命周期价值的信心。 全球化布局与政策红利共振 在"双碳"目标指引下，东方日升加速海外市场拓展。公司在欧洲、东南亚等地建立本地化服务中心，结 合异质结组件的高发电效率与低碳足迹，深度参与当地绿电交易市场，成为业绩增长的一大引擎。 在新能源电价市场化改革的大背景下， ...

证券代码：300118 证券简称：东方日升 公告编号：2025-016 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 2024 年 4 月 26 日、2024 年 5 月 21 日召开第四届董事会第八次会议、2023 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 1,714,000 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 1,314,000 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 400,000 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 328,000 万元，担保额度有 效期自股东大会审议通过之日起 ...