证券代码：300751 证券简称：迈为股份 公告编号：2026-006 苏州迈为科技股份有限公司 第三届董事会第十九次会议决议公告 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。 一、董事会会议召开情况 苏州迈为科技股份有限公司第三届董事会第十九次会议通知于 2026 年 2 月 7 日以邮件、书面送达和电话的方式发出。会议于 2026 年 2 月 12 日下午 13：00 在苏州市吴江区大兢路8号行政办公楼1楼会议室以现场会议结合通讯表决的方 式召开。本次会议应出席会议董事 7 人，实际参加董事 7 人，会议由董事长周剑 主持，公司高级管理人员列席了会议。本次会议的召集、召开和表决程序符合有 关法律、法规和《公司章程》的规定，会议形成的决议合法有效。 二、董事会会议审议情况 本次会议以记名方式投票表决，审议通过以下事项： （一）审议通过《关于注销部分回购股份暨减少注册资本的议案》 根据《公司法》《上市公司股份回购规则》《深圳证券交易所上市公司自律 监管指引第9号——回购股份》和公司回购股份方案的相关规定，鉴于公司回购 专用证券账户中部分回购的股票503,25 ...

资金面情况 截至2026年2月2日，迈为股份融资余额为14.76亿元，占流通市值的1.74%，超过近一年90%分位水平； 同日融资净卖出1.47亿元，成交额44.47亿元。 经济观察网迈为股份（300751）近期发生控股股东减持、融资余额处于高位及市值突破千亿等事件。 股价异动原因 公司控股股东周剑、王正根及一致行动人苏州迈拓创业投资合伙企业(有限合伙)在2026年1月29日至2月 4日期间通过集中竞价方式合计减持396.57万股，导致持股比例由46.02%降至40.00%。此次减持是预披 露计划的一部分，该计划计划在2026年1月29日至4月28日期间减持不超过540万股(占公司总股本约 1.94%)，目前尚未实施完毕。 2026年1月27日，公司总市值达到1025亿元，成为A股光伏板块千亿级企业，同时公司正推进光伏设 备、半导体设备和钙钛矿等战略布局。 以上内容基于公开资料整理，不构成投资建议。 公司状况 ...

Market Overview - The A-share market saw the Shanghai Composite Index rise by 0.13% to 4,128.37 points, marking its sixth consecutive day of gains[16] - The Hang Seng Index increased by 0.58% to 27,183.15 points, with significant contributions from AI applications and entertainment sectors[11] - The Dow Jones Industrial Average closed at 50,188.1 points, up 0.1%, while the S&P 500 and Nasdaq fell by 0.3% and 0.6%, respectively[9] Currency and Commodity Insights - The US dollar index fell for the third consecutive day, reflecting a 1.5% decline year-to-date, amid weak retail sales data[24] - International oil prices saw a slight decrease, with NY crude oil down 0.62% to $63.96 per barrel[24] - The Chinese yuan's appreciation is driven by increasing overseas earnings of Chinese companies and a global distrust of the US dollar[5] Investment Strategy - Approximately 19% of industries are expected to see profit margin improvements due to the yuan's appreciation, with less negative impact on companies expanding capacity overseas[5] - The report suggests focusing on short-term market memory, profit margin changes, and policy shifts as key investment strategies[5] Key Economic Indicators - US retail sales stagnated in December, indicating weak consumer spending, which has led to increased expectations for interest rate cuts by the Federal Reserve[24] - The New York Fed reported that household loan default rates reached their highest level in nearly a decade in Q4 of the previous year[5]

智通财经APP讯，迈为股份(300751.SZ)发布公告，根据公司战略规划的需要，为进一步拓展公司业务领 域，更好地借助专业机构的专业力量及资源优势，整合各方资源，提高公司的综合竞争力。公司与专业 投资机构苏州鑫睿创业投资合伙企业(有限合伙)(以下简称"鑫睿创投"、"普通合伙人"、"基金管理人")进 行合作，公司拟作为有限合伙人以自有资金认缴出资9000万元，参与认购苏州鑫为二期创业投资合伙企 业(有限合伙)的基金份额。 ...

证券代码：300751 证券名称：迈为股份 公告编号：2026-005 苏州迈为科技股份有限公司 关于与专业投资机构共同投资的公告 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。 特别提示： 1、本次投资事项尚需进行工商登记、基金备案等手续，具体实施情况和进 度尚存在不确定性。 4、本次投资不构成关联交易，不存在同业竞争，也不构成重大资产重组。 一、与专业投资机构共同投资的情况 （一）基本情况 根据苏州迈为科技股份有限公司（以下简称"公司"）战略规划的需要，为 进一步拓展公司业务领域，更好地借助专业机构的专业力量及资源优势，整合各 方资源，提高公司的综合竞争力。公司与专业投资机构苏州鑫睿创业投资合伙企 业（有限合伙）（以下简称"鑫睿创投"、"普通合伙人"、"基金管理人"） 进行合作，公司拟作为有限合伙人以自有资金认缴出资 9,000 万元，参与认购苏 州鑫为二期创业投资合伙企业（有限合伙）（暂定名，以下简称"本企业"、"本 基金"）的基金份额。 （二）关联关系及其他事项说明 鑫睿创投与其他参与本基金投资人不存在一致行动关系。鑫睿创投与本公司 及公司控股股东、实 ...

智通财经记者 | 杜萌 随着春节假期的临近，"假期如何赚利息"和"节后如何布局"成为投资者最关心的问题。智通财经记者统计发现，相比货币基金、同业存单基金、纯债基金的 相继限购，却有一些主动权益基金放开了限购。 仅2月9日当天，就有汇添富货币基金、易方达货币基金、江信增利货币、长城中证同业存单AAA指数7天持有等16只基金发布了节前限购的公告。公告显 示，上述基金均在2月12日暂停申购、转换转入，2月24日恢复。江信增利货币则自2月12日起将申购金额调整到500万元以内。 此外，汇添富短债基金宣布2月12日将大额申购金额调整至500万元，长城短债债券基金也从2月12日暂停申购和转换转入。 为何节前密集限制大额申购？智通财经记者了解到，这主要是为了防止大额资金流入摊薄假期收益。假期中债券也会有票息收入，如果出现大额资金流入但 基金经理却未能及时配置资产的情况，就会导致资金空转，摊薄原持有人的收益。 此外，还有防范流动性风险的考量。"节假日前后容易出现资金的'快进快出'，很多资金只是想在假期赚个票息收益，节后就会转出。这样导致基金在节后 遭遇集中赎回，基金经理可能被迫抛售资产，影响收益，因此对可能进入的大额资金予以 ...

Group 1 - The core viewpoint of the article highlights the significant growth potential in the space photovoltaic sector, driven by increasing demand and investments from major players like Elon Musk [1] - The China-based photovoltaic equipment manufacturers are expected to leverage their strong capabilities in efficient iteration and rapid response to become part of the supply chains for companies like Tesla and SpaceX, leading to substantial order inflows and new growth opportunities [1] - The photovoltaic ETF Huaxia (515370) surged by 4.97%, with its holdings such as Aggregated Materials hitting the daily limit up of 20%, and other companies like Maiwei Co. and JinkoSolar seeing increases of over 11% and 10% respectively [1] Group 2 - The Huaxia photovoltaic ETF and its linked funds track the CSI Photovoltaic Industry Index, which encompasses upstream, midstream, and downstream companies in the photovoltaic industry, including silicon wafers, polysilicon, battery cells, cables, photovoltaic glass, battery modules, inverters, photovoltaic brackets, and power stations [1] - The index has a space photovoltaic component of 18.49%, ranking first in the market across all dimensions [1] - The report from CITIC Securities indicates that space photovoltaic equipment may exhibit significant inflation effects, potentially leading to a leap in value [1]

Core Concept - Space photovoltaic technology captures solar energy in space and transmits it to Earth, providing stable and efficient power supply regardless of ground conditions Group 1: Company Performance - Shuangliang Energy reported a main business revenue of 1.688 billion yuan, a decrease of 49.86% year-on-year [3] - Shuangliang Energy achieved a net profit of 53.18 million yuan, with a year-on-year growth rate of 164.75% and a gross margin of 20.43% [4] - Saiwu Technology's main business revenue reached 687 million yuan, an increase of 4.84% year-on-year [8] - Saiwu Technology reported a gross margin of -2.18%, a net margin of -6.78%, and a net profit of -44.89 million yuan, with a year-on-year growth of 43.92% [9] - JinkoSolar's revenue for the third quarter was 16.155 billion yuan, a decline of 34.11% year-on-year [13] - JinkoSolar reported a net loss of 1.012 billion yuan, with a gross margin of 3.76% [15] - GCL-Poly's revenue was 3.998 billion yuan, an increase of 3.12% year-on-year [17] - GCL-Poly reported a net loss of 228 million yuan, with a year-on-year growth rate of -691.81% and a gross margin of 2.52% [19] - Qianzhao Optoelectronics achieved a main business revenue of 1.007 billion yuan, an increase of 65.8% year-on-year [21] - Qianzhao Optoelectronics reported a net profit of 18.72 million yuan, with a year-on-year growth of 56.01% and a gross margin of 9.08% [23] - Dongfang Risen's revenue was 3.024 billion yuan, a decrease of 31.95% year-on-year [25] - Dongfang Risen reported a net loss of 254 million yuan, with a year-on-year growth of 57.39% and a gross margin of 1.4% [27] - Jiejia Weichuang's revenue was 4.734 billion yuan, a decline of 17.26% year-on-year [29] - Jiejia Weichuang reported a gross margin of 28.06%, a net margin of 18.13%, and a net profit of 858 million yuan, with a year-on-year growth of 7.72% [31] - Maiwei's revenue reached 1.991 billion yuan, a decrease of 31.3% year-on-year [33] - Maiwei reported a net profit of 26.9 million yuan, with a year-on-year decline of 9.42% and a gross margin of 39.81% [35]

Group 1 - The perovskite battery sector is experiencing significant growth, with multiple companies seeing stock price increases [1] - Companies such as Hangxiao Steel Structure, Jinjing Technology, Xizi Clean Energy, Shanghai Port Bay, and Tuori New Energy have reached their daily price limits [1] - Other notable companies with substantial stock price gains include Baoxin Technology, Maiwei Co., Mingyang Smart Energy, Dier Laser, and Dike Co. [1]

Group 1 - The core viewpoint is that the space photovoltaic industry has significant potential, driven by both domestic and international developments, particularly with SpaceX's plans for a solar energy satellite network and China's increasing satellite launch capabilities [1][2] - The global market for space photovoltaics could reach 8GW annually, with a potential market size of 8 trillion yuan, even if the cost of components decreases significantly [2] - China's photovoltaic industry is strong, with leading manufacturers in equipment and materials, such as Maiwei and Aotwei, which are expected to gain incremental orders due to the expansion of overseas leaders [3] Group 2 - The report suggests focusing on key photovoltaic equipment manufacturers like Aotwei, Maiwei, and others that are likely to benefit from the expansion of overseas leaders [3] - It also highlights core material manufacturers like Dongfang Risen and others that have established deep relationships with overseas clients, which will drive profit growth [3]