中来股份在互动平台表示，未来光伏产品应用从常规场景拓展至太空等多元化场景是行业趋势，公司已 经在积极推进适配不同场景的产品自主研发或联合开发，目前也在推进场景应用端的合作。 ...

Core Viewpoint - The article discusses the emerging market for space photovoltaic energy, highlighting significant interest and investment in this sector following statements from Elon Musk about its potential [3][6]. Group 1: Space Photovoltaic Overview - Space photovoltaic energy refers to the use of solar photovoltaic technology in outer space to generate and supply energy, which can be transmitted wirelessly to Earth or used to power satellites and space stations [5]. - Elon Musk announced plans for Tesla and SpaceX to enhance solar energy production, aiming for an annual capacity of 100GW within three years [5][6]. Group 2: Market Response and Company Involvement - The Wind Space Photovoltaic Index rose by 9.69%, with nearly 50 stocks hitting the daily limit, indicating strong market enthusiasm [3]. - Companies like Trina Solar, Artas, and Aotai have expressed their commitment to developing technologies related to space photovoltaics, including various types of solar cells [8][9][10]. Group 3: Market Potential and Predictions - Analysts predict that the low Earth orbit satellite photovoltaic market in China could exceed $3 billion by 2030, with global market estimates reaching between $500 billion to $1 trillion if the deployment of 100GW space data centers occurs [11]. - The efficiency of solar energy in space is projected to be over 30% higher than on Earth, making it a viable long-term energy solution for space applications [11]. Group 4: Challenges and Considerations - Despite the optimistic outlook, the current cost of space photovoltaic energy is significantly higher than terrestrial solar energy, with estimates of $2-3 per kWh compared to $0.03-0.05 per kWh for ground-based solar [11]. - The commercial viability of space photovoltaics is contingent on reducing launch costs and improving solar cell efficiency within the next 10-15 years [12].

Core Viewpoint - Elon Musk, CEO of Tesla, supports space photovoltaics and reveals key production plans during a discussion with Larry Fink, CEO of BlackRock, at the World Economic Forum in Davos [3]. Group 1: Solar Energy Production - SpaceX and Tesla aim to achieve an annual solar manufacturing capacity of 100GW within the next three years [3]. Group 2: Related Companies and Technologies - Key players in the solar energy sector include: - Core battery manufacturers: Qianzhao Optoelectronics, Dongfang Risen, Junda Co., Trina Solar, Tuojiri New Energy, and Sanan Optoelectronics [4]. - Upstream equipment and materials: Jing Sheng Machinery, Juhe Materials, Zhonglai Co., and Maiwei Co. [4]. - Midstream packaging and components: Lushan New Materials and Lens Technology [4]. - Downstream system integration and on-orbit verification: Shanghai Port and Wan [4]. - Frontier technology investments and layouts: Xizi Clean Energy [4].

证券代码：300393 证券简称：中来股份 公告编号：2026-001 苏州中来光伏新材股份有限公司 苏州中来光伏新材股份有限公司（以下简称"公司"）第五届董事会第二十 八次会议于 2026 年 1 月 22 日以通讯方式召开，会议通知于 2026 年 1 月 14 日以 电子邮件、电话等方式送达全体董事，会议应到董事 9 人，实到董事 9 人。本次 会议由公司董事长张承宇先生召集并主持，公司部分高级管理人员列席了本次会 议。本次会议召开符合《公司法》《公司章程》的有关规定，合法、有效。 二、董事会会议审议情况 经与会董事充分讨论，一致通过如下决议： （一）审议通过《关于控股子公司放弃优先购买权的议案》 本次放弃优先购买权是基于业务发展和资金安排等情况的综合考虑，不会导 致公司合并报表范围发生变化，不会造成所拥有上海源烨新能源有限公司（以下 简称"上海源烨"）权益的比例下降，不存在损害公司及中小股东利益的情形， 同意控股子公司苏州中来民生能源有限公司放弃上海能源科技发展有限公司拟 转让其持有的上海源烨 44.35%股权的优先购买权。 具体内容详见同日刊登在中国证监会指定的创业板信息披露网站上的《关于 控股子公 ...

证券代码：300393 证券简称：中来股份 公告编号：2026-003 苏州中来光伏新材股份有限公司 特此公告。 苏州中来光伏新材股份有限公司 董 事 会 2026 年 1 月 23 日 附件： 关于调整公司组织架构的公告 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。 苏州中来光伏新材股份有限公司（以下简称"公司"）于2026年1月22日召 开了第五届董事会第二十八次会议，审议通过了《关于调整公司组织架构的议案》。 根据法律法规及规范性文件的相关要求，公司已完成监事会改革工作，董事 会同意公司对现有组织架构进行调整。调整后的公司组织架构图详见附件。 公司组织架构图 ...

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》。担保额度、被担保人基本情况、担保额度调剂情况等内 容详见公司分别于 2025 年 4 月 26 日、2025 年 6 月 30 日和 2025 年 11 月 21 日 披露于巨潮资讯网的相关公告。 二、担保进展情况 为保证公司控股子公司泰州中来光电科技有限公司（以下简称"泰州中来光 电"）顺利地向银行申请办理融资业务，近日公司与华夏银行股份有限公司泰州 分行签署了最高额保证合同。本次担保的具体情况如下（单位：人民币万元）： 证券代码：300393 证券简称：中来股份 公告编号：2026-004 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。 公司为泰州中来光电在与华夏银行股份有限公司泰州分行签署的《最高额融 ...

一、放弃权利事项概述 苏州中来光伏新材股份有限公司（以下简称"公司"）控股子公司苏州中来 民生能源有限公司（以下简称"中来民生"）持有上海源烨新能源有限公司（以 下简称"上海源烨"）19.01%的股权。近日，上海源烨的控股股东上海能源科技 发展有限公司（以下简称"上海能科"）根据其集团公司的整体战略部署及专业 化整合要求，拟将其持有的上海源烨44.35%的股权全部转让给国家电投集团综合 智慧能源有限公司（以下简称"国电投智慧能源"），拟转让价格约为11.86亿 元，股权转让款以现金方式分三期支付，股权转让协议签署完成支付60%，交割 完成后支付30%，交割完成后1月内支付10%。上海能科就该事项征询中来民生是 否行使优先购买权。 基于业务发展和资金安排等情况的综合考虑，中来民生拟放弃本次股权转让 的优先购买权。本次股权转让完成后，中来民生仍持有上海源烨19.01%股权。此 外，上海能科与中来民生签署的合资协议等的履行主体将由上海能科变更为国电 投智慧能源。 2026年1月22日，公司召开第五届董事会第二十八次会议，以9票同意、0票 反对、0票弃权审议通过了《关于控股子公司放弃优先购买权的议案》，同意公 司控股 ...

每经AI快讯，1月23日，中来股份在互动平台表示，未来光伏产品应用从常规场景拓展至太空等多元化 场景是行业趋势，公司己经在积极推进适配不同场景的产品自主研发或联合开发，目前也在推进场景应 用端的合作。 （文章来源：每日经济新闻） ...

Market Overview - On January 23, A-shares saw all three major indices rise, with the Shanghai Composite Index up 0.33% to 4136 points, the Shenzhen Component Index up 0.79%, and the ChiNext Index up 0.63%. The North Star 50 Index surged by 3.82% [1] - The total market turnover reached 3.12 trillion yuan, an increase of 401.7 billion yuan compared to the previous trading day, with over 3900 stocks rising and 122 stocks hitting the daily limit [1] Sector Performance - The A-share market exhibited a divergence in performance, with the Shanghai 50 Index dropping over 1%. The CPO concept showed weak performance, with Xinyi Technology (300502) falling over 6%. Major sectors such as insurance and banking led the market decline [1] - In contrast, the domestic commodity futures market saw widespread gains, with lithium carbonate futures on the Guangxi Futures Exchange breaking through 180,000 yuan per ton, marking a rise of over 6% and reaching a new high since September 2023 [2] Precious Metals - Gold and silver continued to rise sharply, with spot gold stabilizing at 4950 USD per ounce and spot silver approaching the 100 USD mark, with an intraday increase of nearly 3%. Shanghai silver rose over 8% [2] - The National Investment Silver LOF (161226) experienced a volatile trading session, initially dropping over 8% before recovering to close down 1.15%, with a trading volume exceeding 4 billion yuan [3] Solar Energy Sector - The photovoltaic sector in A-shares experienced a significant surge, with Longi Green Energy (601012) and other companies seeing their stocks hit the daily limit. Notably, JunDa Co. (002865) achieved a two-day consecutive limit-up, while its H-shares soared over 49%, reaching a historical high [4] - The commercial aerospace sector is benefiting from favorable policies, technology advancements, and capital influx, driving rapid development in the space photovoltaic niche [9][10] Company Developments - Companies like JinkoSolar and Trina Solar are actively exploring market opportunities in space photovoltaics, with JinkoSolar's chairman emphasizing the need to explore this market [14] - Trina Solar has announced plans to accelerate the commercialization of perovskite solar cells and has made significant advancements in various solar technologies [14] - JunDa Co. has disclosed plans to invest 30 million yuan to acquire a 16.67% stake in Shanghai Xingyi Chip Energy, aiming to enter the low-orbit and space photovoltaic markets [15]

Group 1 - The A-share market opened high on January 23, 2026, with the ChiNext New Energy ETF Huaxia (159368) rising by 3.26% after opening [1] - Notable stocks included Maiwei Co., Ltd. hitting the daily limit, Jiejia Weichuang increasing by 17.84%, Jing Sheng Mechanical and Electrical rising by 13.95%, Zhonglai Co., Ltd. up by 12.05%, and Dier Laser increasing by 8.97% [1] - The ChiNext New Energy ETF Huaxia (159368) has seen significant capital inflow, with a net inflow of 89 million yuan over the past five days and over 135 million yuan in the last ten days [1] Group 2 - The China Energy Storage Industry Technology Alliance (CNESA) reported that by 2025, China will add 66.43 GW/189.48 GWh of new energy storage, representing a year-on-year growth of over 80% [1] - Despite a decrease in the average bidding price for 2h EPC to 1043.82 yuan/kWh, down 13.04% year-on-year, system integrators are improving profit margins through technological optimization and economies of scale [1] - The cancellation of mandatory storage in all 31 provinces has shifted energy storage development towards market-driven models such as spot arbitrage and ancillary services [1] Group 3 - Huayuan Securities indicates that the energy storage industry is at a critical juncture for independent commercialization, with significant beta opportunities for large-scale development emerging [1] - The high proportion of new energy power systems creates urgent demand for resource adjustment, and the domestic spot market and capacity compensation mechanisms are accelerating, driving energy storage from policy-driven to value-driven models [1] - The profitability model is being optimized, and overseas markets are expected to contribute additional growth, leading to sustained improvement in industry prosperity [1] Group 4 - The ChiNext New Energy ETF Huaxia (159368) is the largest ETF fund tracking the ChiNext New Energy Index, covering multiple segments of the new energy and electric vehicle industries, including batteries and photovoltaics [2] - The ETF has high elasticity, with a maximum increase of 20 cm, and the lowest fee rate, with a total management and custody fee of only 0.2% [2] - As of December 30, 2025, the fund's scale reached 676 million yuan, with an average daily trading volume of 70.75 million yuan over the past month, and nearly 90% of its holdings are in energy storage and solid-state batteries, aligning with current market trends [2]