证券代码：300393 证券简称：中来股份 苏州中来光伏新材股份有限公司 简式权益变动报告书 上市公司名称：苏州中来光伏新材股份有限公司 上市地点：深圳证券交易所 股票简称：中来股份 股票代码：300393 信息披露义务人：浙江浙能电力股份有限公司 住所：浙江省杭州市天目山路152号浙能大楼2楼 通讯地址：浙江省杭州市西湖区紫荆花路36号浙能源力科创中心A座10楼 权益变动性质：主要系表决权委托到期一致行动关系解除 签署日期：二〇二六年二月 声 明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则 第 15 号——权益变动报告书》等相关法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在苏州中来光伏新材股份有限公司（以下简称 "中来股份"）中拥有权益的股份变动情况。 截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没有通 过任何其他方式增加或减少其在中来股份中拥有权益的 ...

证券代码：300393 证券简称：中来股份 苏州中来光伏新材股份有限公司 简式权益变动报告书 上市公司名称：苏州中来光伏新材股份有限公司 上市地点：深圳证券交易所 股票简称：中来股份 股票代码：300393 信息披露义务人：林建伟 住所/通讯地址：浙江省杭州市**** 权益变动性质：主要系表决权委托到期一致行动关系解除、表决权放弃 签署日期：二〇二六年二月 五、信息披露义务人承诺本报告书不存在虚假记载、误导性陈述或重大遗漏， 并对其真实性、准确性、完整性承担个别和连带的法律责任。 声 明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券 法》《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则 第 15 号——权益变动报告书》等相关法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定，本 报告书已全面披露信息披露义务人在苏州中来光伏新材股份有限公司（以下简称 "中来股份"）中拥有权益的股份变动情况。 截至本报告书签署之日，除本报告书披露的信息外，信息披露义务人没有通 过任何其 ...

Investment Rating - The report suggests focusing on investment opportunities in the photovoltaic industry, particularly those benefiting from supply-side reforms, technological advancements, and changes in demand expectations [3]. Core Insights - The photovoltaic equipment sector index increased by 3.36% during the week of February 2 to February 6, 2026, outperforming the broader market index by 3.53 percentage points [11][14]. - Key companies in the photovoltaic equipment sector that showed significant gains include GCL-Poly Energy, JinkoSolar, and Jinglong Technology, while companies like Sungrow Power and Jinbo Technology experienced notable declines [18][20]. - The report highlights the importance of monitoring policy implementation and technological order fulfillment in the short term, while emphasizing long-term investments in high-efficiency technologies and leading companies [3]. Summary by Sections 1. Market Performance Review - The Shanghai Composite Index decreased by 1.13%, while the power equipment sector index rose by 2.20%, ranking third among 31 industry indices [11]. - The photovoltaic equipment sector index's performance was notably strong, with a 3.36% increase [14]. 2. Industry Chain Price Trends - As of February 4, 2026, the prices for key materials in the photovoltaic industry were as follows: silicon material at 56 CNY/kg (unchanged), silicon wafers at 1.35 CNY/piece (down 0.1 CNY), battery cells at 0.45 CNY/W (unchanged), and modules at 0.82 CNY/W (unchanged) [22]. 3. Industry News - Shanxi Province aims to establish a new energy base in the coal mining subsidence area, with plans for large-scale wind and solar projects [30]. - The utilization rates for wind and solar energy in 2025 were reported at 94.3% and 94.8%, respectively, indicating strong integration of renewable energy [31]. - Concerns were raised about potential negative growth in photovoltaic installations in 2026 due to policy adjustments and market conditions [32].

Summary of Key Points Core Viewpoint - Zhonglai Co., Ltd. announced its total guarantee amount and actual guarantee balance, indicating a significant level of financial commitment relative to its net assets [2]. Group 1: Financial Guarantees - As of the announcement date, the total guarantee amount for the company and its subsidiaries is 1,842,395.09 million yuan [2]. - The actual guarantee balance stands at 929,878.33 million yuan, which represents 275.83% of the company's most recent audited net assets [2]. - The guarantees provided to entities outside the consolidated financial statements amount to 869.41 million yuan, accounting for 0.26% of the company's most recent audited net assets [2]. Group 2: Legal and Financial Status - The company and its subsidiaries do not have any overdue guarantees, guarantees involved in litigation, or losses due to judgments related to guarantees [2].

证券代码：300393 证券简称：中来股份 公告编号：2026-008 苏州中来光伏新材股份有限公司 关于为控股子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、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 苏州中来光伏新材股份有限公司（以下简称"公司"）分别于 2025 年 4 月 24 日召开第五届董事会第十九次会议和第五届监事会第十五次会议、于 2025 年 5 月 16 日召开 2024 年度股东大会，审议通过了《关于 2025 年度为子公司提供 担保额度预计的议案》，同意公司为部分合并报表范围内子公司提供总额不超过 80 亿元的担保额度，其中为资产负债率大于等于 70%的子公司提供担保额度不超 过人民币 62.30 亿元，为资产负债率小于 70%的子公司提供担保额度不超过人民 币 17.70 亿元，在不超过已审批担保总额度的情况下，合并报表范围内其他子公 司（含授权期限内新设立或纳入合并范围的子公司）以最近一期资产负债率情况 可调剂使用相应担保额度。具体内容详见公司于 2025 年 4 月 26 日披露于巨潮资 讯网的相关公告。 二、担保额度调剂情况 （ ...

深证国企ESGR（470055）指数十大成份股详情如下： 资金流向方面，深证国企ESGR（470055）指数成份股当日主力资金净流出合计8.86亿元，游资资金净 流入合计4.14亿元，散户资金净流入合计4.72亿元。成份股资金流向详情见下表： 证券之星消息，2月10日，深证国企ESGR（470055）指数报收于1743.47点，跌0.06%，成交322.75亿 元，换手率1.22%。当日该指数成份股中，上涨的有20家，广东宏大以3.72%的涨幅领涨，下跌的有28 家，中来股份以6.73%的跌幅领跌。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Market Performance - The film and television, media, and short drama game sectors saw significant gains, while cultivated diamonds, gold concepts, liquor, and photovoltaic equipment sectors declined [1] - The media sector experienced a surge with over 10 stocks hitting the daily limit up, including Duoke Culture, Zhongwen Online, and Rongxin Culture [1] Stock Performance - Notable gainers included: - Duoke Culture: +20.03% at 13.90 - Zhongwen Online: +20.01% at 42.34 - Rongxin Culture: +20.00% at 50.69 - Liujin Technology: +16.82% at 16.25 - Zhongxin Publishing: +10.93% at 34.70 [2] - Conversely, the photovoltaic equipment sector saw declines, with Guosheng Technology down over 9% and Shuangliang Energy down over 7% [3][4] Market Activity - The total trading volume in the Shanghai and Shenzhen markets was 2.11 trillion, a decrease of 143.9 billion from the previous trading day, with over 3,100 stocks declining [5] - As of the market close, the Shanghai Composite Index rose by 0.13%, the Shenzhen Component Index increased by 0.02%, while the ChiNext Index fell by 0.37% [6] Capital Flow - Main capital inflows were observed in the media, computer, and pharmaceutical sectors, while there were outflows from power equipment, non-bank financials, and retail sectors [7] - Specific stocks with significant net inflows included: - Light Media: 2.957 billion - Zhongwen Online: 2.079 billion - Sanhua Intelligent Control: 1.444 billion [7] Institutional Insights - CITIC Securities maintains an optimistic outlook on precious and non-ferrous metal prices through 2026 [8] - China Galaxy Securities views the current moment as a new starting point for the storage chip sector [8] - Huatai Securities is optimistic about the continued global market share growth of domestic engineering machinery manufacturers [8]

Core Viewpoint - The A-share photovoltaic equipment sector has shown significant strength, with multiple stocks reaching their daily limit up on February 9, indicating a bullish trend in the market [1] Company Performance - Xiexin Integrated (协鑫集成) reached a limit up, closing at 5.04 yuan per share, marking its fourth consecutive limit up [1] - TCL Zhonghuan (TCL中环), along with other companies such as Aisxu Co., Ltd. (爱旭股份), also hit the limit up, reflecting strong investor interest [1] - Other companies like Juhua Materials (聚和材料), Yamaton (亚玛顿), and Saiwu Technology (赛伍技术) also experienced limit up, showcasing a broad rally in the sector [1] Market Trends - The overall performance of the photovoltaic equipment sector is characterized by multiple stocks hitting their daily limit up, indicating a robust market sentiment and potential growth in the industry [1] - The surge in stock prices suggests increasing investor confidence and interest in the photovoltaic equipment sector, which may be driven by favorable market conditions or developments in renewable energy [1]

Group 1 - The perovskite battery sector experienced a significant surge, with multiple companies reaching their daily price limit [1] - Notable companies that saw substantial gains include Hangxiao Steel Structure, Jinjing Technology, Xizi Clean Energy, Shanghai Port Bay, and Tuori New Energy [1] - Other companies with notable price increases include Zhonglai Co., Maiwei Co., Mingyang Smart Energy, Dongfang Risheng, and JA Solar Technology [1]

Group 1 - The TOPCon battery sector has shown strong performance, with companies such as GCL-Poly Energy, Aiko Solar, and Sinew Technology reaching their daily price limit [1] - Other notable stocks with significant gains include Zhonglai Co., Huamin Co., Shijin Technology, Linyang Energy, Dongfang Risheng, Yijing Photovoltaic, and Robotec [1]