晶科能源拟出售晶科新材料80%股权;京山轻机获超10亿元锂电设备采购订单|新能源早参

Group 1 - Company JingShan Light Machinery has signed a procurement order agreement worth approximately 1.005 billion RMB (including tax) for lithium battery equipment production lines, which accounts for 11.52% of the company's audited revenue for 2024, indicating a strong competitive position in the lithium battery equipment sector [1] - The order is expected to have a positive impact on the company's operating performance in 2025 and beyond, injecting new momentum into its development [1] Group 2 - Shanghai Electric plans to invest no more than 3.78 billion RMB in the construction of the Shangdian Green Energy Fengxian No. 1 offshore photovoltaic project, which has a capacity of 500,000 kW, marking it as one of the first pilot projects for offshore photovoltaic energy in Shanghai [2] - The investment in both the offshore photovoltaic project and the 400,000 kW wind power project in Heilongjiang is part of Shanghai Electric's strategic focus on renewable energy, expected to provide long-term stable returns and enhance its position in the renewable energy market [2] Group 3 - JinkoSolar intends to sell 80% of its subsidiary Jinko New Materials for 8 million RMB, which will no longer be included in the company's consolidated financial statements after the transaction [3] - This move reflects a strategic decision to adjust business focus by divesting non-core assets, allowing JinkoSolar to concentrate on its main photovoltaic business and optimize resource allocation [3] - The collaboration with Dike Co., which will acquire the majority stake, is expected to create synergies and enhance market competitiveness, aligning with the consolidation trend in the photovoltaic industry [3]