Group 1 - The company announced that its wholly-owned subsidiary, Suzhou Kuake Optoelectronics Technology Co., Ltd. (referred to as "Kuake Optoelectronics"), has undergone changes in its name and business scope due to business development needs [2] - Kuake Optoelectronics has completed the relevant industrial and commercial change registration procedures and has obtained a new business license issued by the Suzhou Industrial Park Administrative Approval Bureau [2]

苏州快可光伏电子股份有限公司 证券代码：301278 证券简称：快可电子 公告编号：2025-073 苏州快可光伏电子股份有限公司（以下简称"公司"）全资子公司苏州快可 光电科技有限公司（以下简称"快可光电"）因业务发展需要，对其名称、经营 范围进行了变更。近日，快可光电已完成相关工商变更登记手续，并取得了苏州 工业园区行政审批局换发的《营业执照》。变更具体情况如下： | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 公司名称 | 苏州快可光电科技有限公司 | 苏州快可微电子技术有限公司 | | 经营范围 | 研发、加工生产、销售：连接器系统、 | 研发、加工生产、销售：连接器系统、 | | | 光伏电源，相关技术咨询，从事上述 | 光伏电源，相关技术咨询，从事上述 | | | 商品的进出口业务。(依法须经批准的 | 商品的进出口业务。(依法须经批准 | | | 项目，经相关部门批准后方可开展经 | 的项目，经相关部门批准后方可开展 | | | 营活动) | 经营活动) | | | 许可项目：电线、电缆制造(依法须经 | 许可项目：电线、电缆制造(依法须 | | | 批准的 ...

Core Points - The company, 快可电子, reported that as of November 10, 2025, the number of shareholders is 11,666 [1] Summary by Category - **Company Information** - 快可电子 has a total of 11,666 shareholders as of the specified date [1]

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].

Market Overview - The Shanghai Composite Index closed at 4003.17 points, above the five-day moving average, with a decline of 0.38% [1] - The total trading volume of A-shares reached 12,680.08 million yuan [1] Stocks Performance - A total of 516 A-shares broke through the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Magu Technology (688448) with a deviation rate of 8.88% and a daily increase of 14.44% [1] - Kuake Electronics (301278) with a deviation rate of 8.40% and a daily increase of 12.17% [1] - Delong Huineng (000593) with a deviation rate of 8.11% and a daily increase of 10.04% [1] - Other stocks with smaller deviation rates include: - East Asia Pharmaceutical (small deviation rate, just above the five-day moving average) [1] Detailed Stock Data - The following table summarizes the stocks that broke through the five-day moving average with their respective performance metrics: - Magu Technology: Latest price 42.80 yuan, five-day moving average 39.31 yuan, turnover rate 16.92% [1] - Kuake Electronics: Latest price 41.03 yuan, five-day moving average 37.85 yuan, turnover rate 15.68% [1] - Delong Huineng: Latest price 10.96 yuan, five-day moving average 10.14 yuan, turnover rate 5.60% [1] - Additional stocks with notable performance include: - Agricultural Products (000061) with a daily increase of 9.99% and a deviation rate of 7.83% [1] - Victory Shares (000407) with a daily increase of 10.05% and a deviation rate of 7.83% [1]

Group 1 - The core viewpoint of the news is the significant rise in power equipment stocks, indicating a positive trend in the sector [1] Group 2 - Zhonglai Co., Ltd. experienced a 20% limit-up increase in stock price [1] - Haibo Sichuang's stock rose over 11% [1] - Jixin Technology's stock increased by more than 7% [1] - Yunnan Energy Investment, Yijing Photovoltaic, and Kuake Electronics all saw stock price increases of over 6% [1] - Yema Battery, Shangen Electric, and Penghui Energy experienced stock price rises of over 5% [1]

Core Viewpoint - The A-share market for power equipment stocks has seen a collective surge, driven by new government guidelines aimed at promoting renewable energy consumption and regulation, with significant price increases observed in various companies [1] Group 1: Market Performance - Zhonglai Co., Ltd. reached a 20% limit up, while Haibo Technology surged over 11% [1] - Other notable performers include Tuori New Energy, GCL-Poly Energy, and Jincheng Co., Ltd., all hitting the 10% limit up [1] - Yunnan Energy Investment, Yijing Optoelectronics, and Kuaike Electronics saw increases of over 6% [1] Group 2: Government Guidelines - The National Development and Reform Commission and the National Energy Administration released guidelines to enhance renewable energy consumption and regulation [1] - By 2030, a multi-level renewable energy consumption regulation system is expected to be established, ensuring smooth grid connection and efficient operation of renewable energy [1] - The guidelines aim to meet an annual demand for 200 million kilowatts of new renewable energy consumption, supporting carbon peak goals [1] - By 2035, a new power system compatible with high proportions of renewable energy is anticipated to be in place [1]

Group 1 - The perovskite battery concept has seen a strong surge in the market, with companies like Zhonglai Co., Ltd. and Tuori New Energy reaching a 20% limit-up, while others like Jincheng Co., Ltd. and Longhua Technology also experienced significant gains [1] - A research team led by Yu Jingbi from the Chinese Academy of Sciences has achieved a breakthrough in perovskite solar cells, developing a prototype with a power conversion efficiency of 27.2%, which significantly enhances operational stability [1] - The quality of perovskite films has improved markedly, with carrier lifetimes extended to 20 microseconds and a substantial reduction in interface defect density, leading to a certified efficiency of 27.2% [1] Group 2 - Institutions indicate a strong trend in the perovskite sector characterized by technological breakthroughs, industrial implementation, and supply chain autonomy, focusing on three main areas: price opportunities in the supply chain reform, long-term growth opportunities from new technologies, and industrialization opportunities from GW-level perovskite layouts [1] - CITIC Securities notes that as GW-level production lines become operational and commercialization accelerates, equipment manufacturers in the photovoltaic sector will invest more resources in perovskite technology, with those having relevant technical expertise and prioritizing perovskite strategies likely to lead the market [2] - Recommendations include focusing on HJT equipment leaders and inkjet printing technology providers for the perovskite-HJT stacking route, while also considering domestic leaders in die head manufacturing and companies that could see performance reversals due to perovskite technology [2]

Core Points - The company announced a change in the designated representatives for the ongoing supervision of its stock issuance process for the year 2024 [2] Group 1 - The company will utilize a simplified procedure for issuing stocks to specific targets [2] - The appointed representatives for the ongoing supervision are Mr. Gao Yiming and Mr. Mao Zhenyu [2]

证券代码：301278 证券简称：快可电子 公告编号：2025-072 苏州快可光伏电子股份有限公司 公司 2024 年度以简易程序向特定对象发行股票项目的持续督导期至 2027 年 12 月 31 日结束。本次变更后，公司 2024 年度以简易程序向特定对象发行股 票持续督导的保荐代表人为高一鸣先生和毛震宇先生。 特此公告。 苏州快可光伏电子股份有限公司董事会 2025 年 11 月 6 日 附件：毛震宇先生简历 毛震宇先生：保荐代表人，硕士研究生学历，现任中信建投证券股份有限公 司投资银行业务管理委员会副总裁，曾主持或参与的项目有：南侨股份、宇邦新 材等 IPO 项目；宇邦新材可转债项目；明冠新材非公开项目；扬州城控公司债项 目。 关于变更持续督导保荐代表人的公告 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。 苏州快可光伏电子股份有限公司（以下简称"公司"）2024 年度以简易程 序向特定对象发行股票项目保荐机构为中信建投证券股份有限公司（以下简称 "中信建投证券"）。公司近日收到中信建投证券《关于变更苏州快可光伏电子 股份有限公司 2024 年度以简易 ...