Core Insights - The perovskite solar cell sector has seen significant stock price increases, with companies like Zhonglai Co. rising by 20% and several others experiencing gains of over 10% due to advancements in perovskite solar technology [1][2]. Industry Developments - A research team from the Chinese Academy of Sciences has developed a perovskite solar cell prototype with a conversion efficiency of 27.2%, marking a critical step towards industrialization [2]. - The first GW-level perovskite photovoltaic module production line has commenced operations in Wuxi, Jiangsu, capable of producing approximately 1.8 million perovskite solar modules annually [2]. Market Trends - The perovskite solar cell technology is recognized as a potential next-generation photovoltaic technology due to its high theoretical conversion efficiency and low material costs [3]. - The industry is experiencing a shift towards supply chain autonomy and technological advancements, with significant milestones being achieved in production capabilities [4]. Investment Opportunities - Analysts suggest focusing on companies benefiting from supply-side reforms and technological upgrades, including Longi Green Energy, JA Solar, and JinkoSolar [4]. - The ongoing development of perovskite technology is expected to create long-term growth opportunities for firms like Maiwei Co. and Aisxu Co. [4].

Core Insights - The event organized by Xiamen Listed Companies Association aimed to enhance industry communication and governance experience sharing among listed companies in the region [1][4] - The study tour included visits to four notable companies, focusing on their technological innovations, market strategies, and governance practices [4] Group 1: Company Visits - The delegation visited Medtronic Medical Technology Co., Ltd., where they learned about the company's DoCare series clinical information systems, which leverage advanced mobile internet, IoT technology, and big data models to enhance competitive advantages in the healthcare sector [1] - At Jiangsu Haobio Pharmaceutical Co., Ltd., the delegation explored the company's core technologies in allergy and autoimmune testing, gaining insights into its R&D capabilities and market strategies [2] - The visit to Suzhou Maiwei Technology Co., Ltd. highlighted the company's focus on independent innovation and its breakthroughs in high-precision screen printing equipment, emphasizing its unique position in the high-end equipment sector [2] - The delegation also visited King Long United Automotive Industry (Suzhou) Co., Ltd., which is recognized as the first listed company in China's bus industry, discussing its core business, product advantages, and future market strategies [3] Group 2: Training and Discussions - The training session at Suzhou Industrial Park included discussions on China's economic outlook for 2025 and the implications of the "14th Five-Year Plan" [3] - Experts provided insights into legal practices and challenges under the new "National Nine Articles" and "Merger Six Articles," focusing on compliance and practical logic in policy implementation [3] - A deep dive into the selection and composition of boards of directors was conducted, emphasizing the importance of a scientific selection mechanism for enhancing decision-making effectiveness and transparency [4]

Group 1 - The core viewpoint of the news highlights the significant performance of the photovoltaic ETF (159857), which has seen a 0.87% increase, marking its fifth consecutive rise, with a trading volume of 1.53 billion yuan and a turnover rate of 5.55% [3] - The photovoltaic ETF (159857) has achieved a 17.54% increase over the past 20 days, leading among similar products, and its latest scale reached a record high of 2.712 billion yuan [3] - In the past week, the ETF's shares increased by 14.2 million, indicating substantial growth, with a net inflow of 22.984 million yuan recently [3] Group 2 - The State Council's new policies aim to stimulate private investment, particularly in high-end manufacturing and renewable energy funds, with 13 targeted policy measures to enhance private sector participation [4] - The recent guidance from the National Development and Reform Commission and the National Energy Administration emphasizes the need for increased renewable energy consumption capacity, targeting an annual addition of over 200 million kilowatts of renewable energy by 2030 [5] - Citic Securities believes that the electric equipment and renewable energy sector is at the beginning of a new cycle, with expected growth in global renewable energy installations during the 14th Five-Year Plan period, driven by high proportions of wind and solar energy integration [6]

Core Viewpoint - The green energy sector is leading the market, with the green energy ETF (562010) showing strong technical momentum and a price increase of over 2.2% at one point, currently up 1.15% [1] Group 1: Stock Performance - Major stocks in the green energy ETF include Maiwei Co., which rose over 5%, and Aters, which increased by more than 4% [3] - The top ten stocks in the ETF are primarily from the electric equipment sector, with significant gains observed across various companies [3] Group 2: Policy and Market Outlook - The National Development and Reform Commission and the Energy Administration have issued guidelines to promote the consumption and regulation of new energy, aiming to establish a multi-level consumption regulation system by 2030 [3] - Huatai Securities indicates that the construction of a new power system is essential for ensuring power safety and clean supply, which will drive demand for source network and supply chain equipment [3] Group 3: Technological Advancements - A perovskite solar cell with over 27% efficiency has been successfully developed, with expectations for large-scale commercialization by 2025 as leading companies ramp up production [4] - The upcoming 2025 China International Photovoltaic and Energy Storage Industry Conference is anticipated to highlight the potential of the green energy sector [4] Group 4: ETF Composition - The green energy ETF (562010) passively tracks the green energy index, with the top three sectors being batteries, photovoltaic equipment, and electricity, collectively accounting for over 75% of the index weight as of the end of October [4]

人民财讯11月10日电，迈为股份（300751）11月10日公告，公司控股股东、实控人周剑及王正根续签一 致行动协议，双方一致行动的有效期续期一年，即至2026年11月9日止。 ...

格隆汇11月10日丨迈为股份(300751.SZ)公布，周剑先生及王正根先生于公司首次公开发行股票并上市 前签署了《原协议》及《补充协议（一）》，协议有效期至公司首次公开发行股票并上市之日起36个 月。2021年8月9日，双方签署了《补充协议（二）》约定双方一致行动期间到期后，双方一致行动的有 效期续期一年，即至2022年11月9日止。2022年11月9日，双方签署了《补充协议（三）》约定双方一致 行动期间到期后，双方一致行动的有效期续期一年，即至2023年11月9日止。2023年11月9日，双方签署 了《补充协议（四）》约定双方一致行动期间到期后，双方一致行动的有效期续期一年，即至2024年11 月9日止。2024年11月9日，双方签署了《补充协议（五）》约定双方一致行动期间到期后，双方一致行 动的有效期续期一年，即至2025年11月9日止。鉴于前述一致行动协议有效期即将届满，为促进公司持 续稳健发展，基于共同理念，经充分沟通协商，周剑先生及王正根先生于2025年11月9日签署了《补充 协议（六）》。 ...

格隆汇11月10日丨迈为股份(300751.SZ)公布，周剑先生及王正根先生于公司首次公开发行股票并上市 前签署了《原协议》及《补充协议（一）》，协议有效期至公司首次公开发行股票并上市之日起36个 月。2021年8月9日，双方签署了《补充协议（二）》约定双方一致行动期间到期后，双方一致行动的有 效期续期一年，即至2022年11月9日止。2022年11月9日，双方签署了《补充协议（三）》约定双方一致 行动期间到期后，双方一致行动的有效期续期一年，即至2023年11月9日止。2023年11月9日，双方签署 了《补充协议（四）》约定双方一致行动期间到期后，双方一致行动的有效期续期一年，即至2024年11 月9日止。2024年11月9日，双方签署了《补充协议（五）》约定双方一致行动期间到期后，双方一致行 动的有效期续期一年，即至2025年11月9日止。鉴于前述一致行动协议有效期即将届满，为促进公司持 续稳健发展，基于共同理念，经充分沟通协商，周剑先生及王正根先生于2025年11月9日签署了《补充 协议（六）》。 ...

迈为股份公告，控股股东、实际控制人周剑及王正根续签了一致行动协议。周剑持有公司22.12%股 份，王正根持有17.08%股份。此次续签协议将一致行动有效期延长至2026年11月9日，有利于公司控制 权稳定和战略连贯性。 ...

证券代码：300751 证券简称：迈为股份 公告编号：2025-060 苏州迈为科技股份有限公司 关于控股股东、实际控制人续签一致行动协议的公告 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。 苏州迈为科技股份有限公司（以下简称"公司"）于 2025 年 11 月 9 日收到 控股股东、实际控制人周剑先生及王正根先生的通知，鉴于双方在公司首次公开 发行股票上市前签署的《一致行动协议》（以下简称"《原协议》"）、《一致 行动协议之补充协议》（以下简称"《补充协议（一）》"）、2021 年 8 月 9 日签署的《一致行动协议之补充协议（二）》（以下简称"《补充协议（二）》"）、 2022 年 11 月 9 日签署的《一致行动协议之补充协议（三）》（以下简称"《补 充协议（三）》"）、2023 年 11 月 9 日签署的《一致行动协议之补充协议（四）》 （以下简称"《补充协议（四）》"）以及于 2024 年 11 月 9 日签署的《一致行 动协议之补充协议（五）》（以下简称"《补充协议（五）》"）即将到期，双 方签署了《一致行动协议之补充协议（六）》(以下简称"补充 ...

Group 1: Market Performance - The New Energy ETF has a turnover rate of 6.88% during trading, with a transaction volume of 106 million yuan [3] - The latest scale of the New Energy ETF reached 1.534 billion yuan, marking a new high since its inception [3] - In the past three months, the New Energy ETF has seen an increase of 246 million shares, indicating significant growth [3] - Over the last five trading days, the New Energy ETF has attracted a total of 62.2153 million yuan in inflows [3] Group 2: Fund Performance - As of November 7, the New Energy ETF's net value has increased by 72.23% over the past six months, ranking 91 out of 3859 in index equity funds, placing it in the top 2.36% [3] - Since its inception, the New Energy ETF has recorded a maximum monthly return of 25.07%, with the longest streak of consecutive monthly gains being six months and the highest cumulative increase being 67.53% [3] - The average return during the months of increase is 8.57% [3] Group 3: Industry Insights - According to Everbright Securities, the demand for energy storage batteries is expected to grow rapidly by 2026, while the growth of power batteries remains stable [3] - The "anti-involution" policy is anticipated to be the most important investment theme in the photovoltaic industry in 2026, with the silicon material segment expected to achieve capacity clearing and profit recovery first [3] - Companies with differentiated photovoltaic technologies and leading advantages are likely to gain excess profits during industry cycle fluctuations [3] Group 4: Stock Performance - As of October 31, 2025, the top ten weighted stocks in the China Securities New Energy Index include: Sunshine Power, CATL, Longi Green Energy, Eve Energy, TBEA, Huayou Cobalt, Ganfeng Lithium, China Nuclear Power, Tongwei Co., and Lead Intelligent, collectively accounting for 46.1% of the index [6]