证券代码：300648 证券简称：星云股份 公告编号：2025-041 4、住 所：福建省福州市马尾区快安马江大道石狮路 6 号 1-4#楼 5、法定代表人：李有财 福建星云电子股份有限公司 关于完成工商变更登记的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、具体情况概述 福建星云电子股份有限公司（以下简称"公司"）分别于 2025 年 4 月 21 日、2025 年 5 月 14 日召开第四届董事会第十五次会议和 2024 年度股东会，审 议通过了《关于变更注册资本及修订<公司章程>的议案》，具体内容详见公司 于 2025 年 4 月 23 日和 2025 年 5 月 14 日刊登在《中国证券报》《上海证券报》 《证券时报》《证券日报》和巨潮资讯网上（www.cninfo.com.cn）的相关公告。 近日，公司完成了注册资本的工商变更登记及《公司章程》的相关备案登记 手续，并取得福州市市场监督管理局换发的《营业执照》，变更后的《营业执照》 具体信息如下： 1、名 称：福建星云电子股份有限公司 2、统一社会信用代码：9135010077066371 ...

证券代码：300648 证券简称：星云股份 公告编号：2025-042 福建星云电子股份有限公司 关于使用部分闲置募集资金用于现金管理的进展公告 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。 福建星云电子股份有限公司（以下简称"公司"）分别于 2025 年 4 月 21 日、 2025 年 5 月 14 日召开了第四届董事会第十五次会议和 2024 年度股东会，审议通 过了《关于使用部分闲置募集资金用于现金管理的议案》，同意使用不超过人民币 55,000 万元的闲置募集资金进行现金管理，购买投资期限不超过 12 个月的保本型 理财产品或存款类产品，使用期限为自公司 2024 年度股东会审议通过之日起 18 个月。在上述额度及决议有效期内，可循环滚动使用。闲置募集资金现金管理到期 后将及时归还至募集资金专户。具体内容分别详见 2025 年 4 月 23 日和 2025 年 5 月 14 日刊载于《中国证券报》《上海证券报》《证券时报》《证券日报》和巨潮资讯 网（www.cninfo.com.cn）上的《关于使用部分闲置募集资金用于现金管理的公告》 （公告编号： ...

Investment Rating - The report does not explicitly state an investment rating for the industry, but it provides insights into the performance of various sectors within the equipment manufacturing industry, indicating a mixed outlook for different segments [1][7]. Core Insights - The domestic engineering machinery market is experiencing a short-term decline in activity, with May 2025 data showing a 3.86% year-on-year decrease in average working hours and a 5.01 percentage point drop in operating rates [2][10]. - The automotive sector shows resilience, with a 6% year-on-year increase in daily retail sales of passenger cars during the last week of May 2025, supported by promotional strategies from manufacturers [2][10]. - In the photovoltaic sector, prices for battery cells and modules have stabilized, but demand remains weak, particularly for photovoltaic glass, which is experiencing price declines due to reduced purchasing from downstream component manufacturers [2][10]. Summary by Sections Market Overview - From June 3 to June 6, 2025, the indices for machinery equipment, power equipment, and automotive sectors changed by 0.93%, 1.38%, and 0.17% respectively, ranking 19th, 14th, and 25th among 31 primary industries [7][10]. Industry News and Key Company Announcements - As of April 2025, China's renewable energy generation capacity reached 2.017 billion kilowatts, a 58% year-on-year increase, with wind, solar, and nuclear power surpassing thermal power capacity [2][18]. - A humanoid robot manufacturer has completed a Series A financing round exceeding 100 million RMB, indicating growing investment in robotics [2][18]. - China National Power Engineering Group signed a 1GW project order in Azerbaijan, highlighting international expansion in renewable energy projects [2][20].

Investment Rating - The report does not explicitly state an investment rating for the industry, but it provides insights into the performance of various sectors within the equipment manufacturing industry, indicating a mixed outlook for different segments [1][2]. Core Insights - The domestic engineering machinery market is experiencing a short-term decline in activity, with May 2025 data showing a 3.86% year-on-year decrease in average working hours and a 5.01 percentage point drop in operating rates [2]. - The automotive sector shows resilience, with a 6% year-on-year increase in daily retail sales of passenger vehicles in late May 2025, supported by promotional strategies from manufacturers [2]. - The photovoltaic sector is facing challenges, with a slowdown in demand for solar glass and a general decline in prices for various products, indicating a weak market outlook [2]. Summary by Sections Market Overview - From June 3 to June 6, 2025, the indices for machinery equipment, power equipment, and automotive sectors changed by 0.93%, 1.38%, and 0.17% respectively, ranking 19th, 14th, and 25th among 31 primary industries [7][10]. Engineering Machinery - The average working hours for major engineering machinery products in May 2025 were 84.5 hours, down 3.86% year-on-year and 6.25% month-on-month. The operating rate was 59.5%, reflecting a 5.01 percentage point year-on-year decline [2]. Automotive Sector - In the last week of May 2025, the average daily retail sales of passenger vehicles reached 95,000 units, a 6% increase compared to the same period last year, although it represented a 7% decrease from the previous month [2]. Photovoltaic Sector - The prices of photovoltaic cells and modules have seen a slowdown in their decline, but overall demand remains weak, particularly for solar glass, which is experiencing price pressure due to reduced purchasing needs from downstream component manufacturers [2]. Industry News - As of April 2025, China's renewable energy generation capacity reached 2.017 billion kilowatts, a 58% year-on-year increase, with wind, solar, and nuclear power surpassing thermal power capacity for the first time [2].

Group 1 - Public funds have actively participated in the A-share private placement market, with a total allocation amount of 9.785 billion yuan and a floating profit of 1.694 billion yuan, resulting in an overall floating profit ratio of 17.32% as of May 20, 2025 [1][3] - The top-performing public fund is Yimi Fund, achieving a floating profit ratio of 49.49% with a floating profit of 39.588 million yuan from an allocation of 80 million yuan [1][3] - Companies like Leshan Power and Sheng Tai Co. have shown significant floating profits, with Leshan Power leading at a floating profit ratio of 178% [3][4] Group 2 - Private funds have also shown strong performance, with 27 private institutions participating in 23 A-share companies, achieving a total allocation of 1.943 billion yuan and a floating profit of 528 million yuan, resulting in a floating profit ratio of 27.19% as of May 21, 2025 [2][6] - Small-scale private funds have excelled, with Lihua Investment achieving a floating profit ratio of 178.04% from a single allocation of 810,000 yuan [7][8] - The overall performance of the private placement market indicates a trend towards higher returns in sectors such as new energy, semiconductors, and high-end manufacturing, which account for over 70% of the high floating profit ratios [9]

证券代码：300648 证券简称：星云股份 公告编号：2025-040 福建星云电子股份有限公司 关于控股股东、实际控制人部分股份解除质押及质押展期的公告 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。 福建星云电子股份有限公司（以下简称"公司"）于近日收到公司控股股东、 实际控制人李有财先生、刘作斌先生的通知，获悉李有财先生、刘作斌先生将其 持有本公司的部分股份办理了解除质押及质押展期手续。具体情况如下： 一、 股东股份解除质押及质押展期的基本情况 | 股东 | 是否为控股股东 或第一大股东及 | 本次解除质 | 占其所持 | 占公司总 | 质押起 | 解除质 | | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 其一致行动人 | 押股数（股） | 股份比例 | 股本比例 | 始日 | 押日期 | | | | | | 1,537,665 | | | 年 2024 2 月 6 日 | 年 2025 月 16 | 5 日 | 广发证券股 | | 李有财 | 是 | 157 ...

以下文章来源于阿尔法工场Green ，作者钱格里 阿尔法工场Green . 聚焦清洁能源行业，提供最新的绿色能源公司资讯、技术创新和ESG行业趋势。 作者 | 钱格里 来源 | 阿尔法工场Green 导 语： 深度绑定宁德时代，星云股份表面上吃了不少"亏"。但局中的每一方，都没有空载。 从光伏、储能到锂电，近年同质化"内卷"、产能过剩不绝于耳，亏损成为各家上市公司的"新常 态"。 新能源投资者往往容易被公司业绩起伏牵引视线。殊不知，外表数字现象之下的，还有深度绑定 的"里子"逻辑。个中复杂的关联，值得深究。 尤其锂电产业链生态，"牌面"整体规模巨大且涉及众多利益主体，但无论盈亏状态如何，只要还能 支得起"牌面"，各方都能在其中各取所需。 这也是中国新能源产业链中，一种独特的生存法则。 5月12日，宁德时代（300750.SZ）港股全球发售文件发布，其中提到募资约307亿港元，其中约 90%将用于匈牙利项目第一期及第二期建设。 业内人士透露，这276.5亿资金中涉及电池设备方面，或有部分采购于星云股份（300648.SZ）。 星云股份是一家新能源设备与服务提供商，宁德时代为其最大的客户之一。 资本互锁 就在一个 ...

证券代码：300648 证券简称：星云股份 公告编号：2025-039 福建星云电子股份有限公司 2024 年度股东会决议公告 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。 特别提示： 1、本次股东会未出现否决议案的情形； 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召集人：福建星云电子股份有限公司（以下简称公司）董事会 （1）现场会议时间：2025 年 5 月 14 日（星期三）下午 14:30。 （2）网络投票时间：2025 年 5 月 14 日。 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 5 月 14 日上午 9:15-9:25、9:30-11:30 和下午 13:00-15:00；通过深圳证券交易所互 联网投票系统进行网络投票的具体时间为：2025 年 5 月 14 日上午 9:15 至下午 15:00 期间的任意时间。 3、现场会议召开地点：福建省福州市马尾区马江路 7 号公司第一会议室。 4、股权登记日：2025 年 5 月 7 日（星期三）。 5、会议召开方 ...

北京植德律师事务所 关于福建星云电子股份有限公司 植德京(会)字[2025]0046 号 二〇二五年五月 北京市东城区东直门南大街 1 号来福士中心办公楼 12 层 邮编：100007 12th Floor, Raffles City Beijing Office Tower, No.1 Dongzhimen South Street, Dongcheng District, Beijing 100007 P.R.C 电话(Tel)：010-56500900 传真(Fax)：010-56500999 www.meritsandtree.com 2024 年度股东会的 法律意见书 北京植德律师事务所 关于福建星云电子股份有限公司 2024 年度股东会的 法律意见书 植德京（会）字[2025]0046 号 致：福建星云电子股份有限公司 3. 本所律师已经按照《股东会规则》的要求，对公司本次股东会所涉及的 北京植德律师事务所（以下简称"本所"）接受福建星云电子股份有限公司 （以下简称"公司"）的委托，指派律师出席并见证公司 2024 年度股东会（以下 简称"本次股东会"）。 本所律师根据《中华人民共和国公司法》（以 ...

Core Viewpoint - The integration of solar energy, storage, and charging (光储充一体化) is emerging as a new power system that addresses the increasing demand for charging infrastructure due to the growth of electric vehicles (EVs) and the challenges posed to the existing grid [1][12]. Group 1: Overview of Integrated Solar Storage Charging Stations - The core of the integrated solar storage charging model is the coordination of photovoltaic systems, energy storage, and charging stations through power electronics technology, forming a new "source-network-load-storage" power system [2][4]. - This model reduces charging losses and addresses issues of charging difficulty and duration for EV users, while also contributing to lower carbon emissions in the transportation sector [1][12]. Group 2: Market Development Background - China's automotive industry has significantly embraced the transition to electric vehicles, with 2024 projected production and sales of 12.888 million and 12.866 million units, respectively, marking year-on-year growth of 34.4% and 35.5% [6][8]. - By the end of 2024, the total number of electric vehicles in China is expected to reach 31.4 million, accounting for 8.90% of the total vehicle population [8][10]. Group 3: Current Market Status - The market for integrated solar storage charging solutions in China is projected to reach approximately 5.78 billion yuan in 2024, representing 51% of the global market [16]. - The number of charging infrastructure units in China reached 12.818 million by the end of 2024, reflecting a year-on-year increase of 49.1% [10]. Group 4: Policy Support - The Chinese government has introduced various policies to support the development of integrated solar storage charging stations, including the 2021-2035 New Energy Vehicle Industry Development Plan and the 2023 guidelines for high-quality charging infrastructure [13][15]. - Local governments are also providing land and tax incentives to facilitate the construction of integrated solar storage projects [13]. Group 5: Industry Trends and Future Outlook - The integrated solar storage charging sector is rapidly evolving, driven by the dual carbon goals, the accelerated adoption of electric vehicles, and rising energy security demands [16][24]. - Future advancements in technology, such as improved photovoltaic efficiency and the maturation of energy storage systems, are expected to enhance the application of integrated solar storage charging stations [24].