证券代码：002634 证券简称：棒杰股份 公告编号：2025-123 浙江棒杰控股集团股份有限公司 1、案件所处的诉讼阶段：送达一审判决，在上诉期内 2、公司及控股子公司所处的当事人地位：被告 3、涉案金额：39,221.17万元（不含尚未明确的涉案金额） 4、对上市公司损益产生的影响：本次判决为一审判决，截至本公告披露日 尚未生效，对公司本期利润或期后利润的影响存在不确定性，公司将依据有关会 计准则的要求和届时的实际情况进行相应的会计处理，最终影响以会计师事务所 审计确认后的财务报告为准。公司将根据案件进展情况及时履行信息披露义务。 浙江棒杰控股集团股份有限公司（以下简称"公司"）控股子公司扬州棒杰 新能源科技有限公司（以下简称"扬州棒杰"）于近日收到江苏省苏州市中级人 民法院送达的（2025）苏05民初498号《民事判决书》。现将有关情况公告如下: 关于控股子公司涉及重大诉讼的进展公告 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、误导性陈述或者重大遗漏。 重要内容提示： 一、本次重大诉讼的基本情况 公司于2025年7月9日披露了《关于重大诉讼案件暨进展情况的公告》（公告 编 ...

Core Viewpoint - Zhejiang Bangjie Holdings Group Co., Ltd. has disclosed the cumulative litigation and arbitration cases involving the company and its subsidiaries, indicating a total amount of approximately 38.89 million yuan, which accounts for 12.97% of the company's audited net assets attributable to the parent company for the year 2024 [1]. Summary by Sections Cumulative Litigation and Arbitration Basic Situation - As of December 23, 2025, the company and its subsidiaries have reported new undisclosed litigation and arbitration cases with a total amount of approximately 38.89 million yuan [1]. Other Undisclosed Litigation and Arbitration Matters - As of December 23, 2025, there are no other undisclosed litigation or arbitration matters involving the company and its subsidiaries [2]. Progress of Disclosed Litigation and Arbitration Matters - The company has provided updates on previously disclosed litigation and arbitration matters, excluding cases that have already been concluded [3]. Property Preservation Situation (a) Frozen Bank Accounts - As of December 23, 2025, the company and its subsidiaries have frozen bank accounts totaling approximately 1.46 million yuan, which is only 0.45% of the company's audited total assets for 2024. The company can still conduct normal business operations through other bank accounts [3]. (b) Subsidiary Equity Freezing Situation - As of December 23, 2025, various subsidiaries have had their equity frozen, including 100% of the equity in several subsidiaries due to ongoing litigation [5][6]. Equipment Seizure Situation - Certain machinery and equipment in the company's subsidiary, Yangzhou Bangjie, have been seized due to ongoing litigation, with a total book value of approximately 73.44 million yuan as of December 31, 2024 [16].

证券代码：002634 证券简称：棒杰股份 公告编号：2025-121 浙江棒杰控股集团股份有限公司 关于累计诉讼、仲裁案件暨进展情况的公告 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、误导性陈述或者重大遗漏。 浙江棒杰控股集团股份有限公司（以下简称"公司"）根据《深圳证券交易 所股票上市规则》有关规定，对公司及子公司连续十二个月累计涉及诉讼、仲裁 事项进行了统计，现将有关统计情况公告如下: 1 | 9 | 徐*成 | 扬州棒杰新能源科技 | 扬劳人仲案字 | | 劳动争议 | 60,653.03 | 已调解结案 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 有限公司 被告一:江山市开新 | [2025]第 | 848 号 | | | | | | | 建设发展有限公司 | | | 建设工程施 | | | | | 广西华业建筑工程有 | 被告二:江山棒杰新 | （2025）浙 | 0881 | | | | | 10 | | | | | | 15,000,000 | 待审理 | | | 限公司 | 能源科技有限公司 ...

公司发布的三季报数据显示，前三季度公司共实现营业收入29.74亿元，同比下降17.24%，实现净利润 2.64亿元，同比增长101.90%，基本每股收益为0.8142元，加权平均净资产收益率6.24%。（数据宝） 联发股份股价创出历史新高，截至9:37，该股上涨9.62%，股价报15.96元，成交量862.08万股，成交金 额1.33亿元，换手率2.67%，该股最新A股总市值达51.66亿元，该股A股流通市值51.60亿元。 （文章来源：证券时报网） 证券时报·数据宝统计显示，联发股份所属的纺织服饰行业，目前整体跌幅为0.17%，行业内，目前股价 上涨的有30只，涨幅居前的有联发股份、戎美股份、欣龙控股等，涨幅分别为9.62%、6.79%、6.59%。 股价下跌的有72只，跌幅居前的有迎丰股份、万事利、棒杰股份等，跌幅分别为2.80%、2.58%、 2.53%。 公司12月22日在交易所互动平台披露，截至最新（12月20日）股东户数为21079户，较上期（12月10 日）增加4户，环比增长0.02%。 ...

Group 1 - The core point of the news is that Bangjie Co., Ltd. experienced a stock decline of 5.42%, with the current share price at 5.23 yuan, a trading volume of 38.22 million yuan, and a total market capitalization of 2.402 billion yuan [1] - Bangjie Co., Ltd. is primarily engaged in the manufacturing and sales of clothing and related materials, with seamless clothing accounting for 96.67% of its main business revenue [1] - The company was established on August 3, 1993, and went public on December 5, 2011, located in Yiwu City, Zhejiang Province [1] Group 2 - According to data, the Fuyong Fund holds a significant position in Bangjie Co., Ltd., with the Fuyong Fuying Mixed A Fund (012876) holding 190,600 shares, representing 0.61% of the fund's net value, making it the sixth-largest holding [2] - The Fuyong Fuying Mixed A Fund has a total scale of 2.6047 million, with a year-to-date return of 49.16% and a one-year return of 40.46% [2] - The fund manager, Li Xiang, has been in position for 6 years and has achieved a best fund return of 48.75% during his tenure [3]

Core Viewpoint - On December 22, the company announced that a major shareholder, Suzhou Qingsong Enterprise Management Partnership, released a pledge of 5,500,000 shares on December 18 and subsequently re-pledged the same amount to Wuxi Rural Commercial Bank for personal funding needs [2] Group 1 - The shareholder involved holds more than 5% of the company's shares [2] - The shares were both released and re-pledged on the same day, indicating a potential liquidity need [2] - The re-pledge was specifically for personal funding requirements, which may reflect the shareholder's financial strategy [2]

Core Viewpoint - The announcement from Bangjie Co., Ltd. indicates that a major shareholder, Suzhou Qingsong, has engaged in the process of releasing and re-pledging shares, reflecting ongoing financial maneuvers to meet personal funding needs [1] Group 1: Shareholder Actions - Suzhou Qingsong has released 5.5 million shares from pledge, which accounts for 26.05% of its holdings and 1.20% of the company's total share capital [1] - On the same day, Suzhou Qingsong re-pledged the same amount of 5.5 million shares, with the pledge set to expire on December 12, 2028 [1] - As of the announcement date, Suzhou Qingsong and its concerted parties have a total of 24 million shares pledged, representing 93.55% of their combined holdings [1]

1 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、误导性陈述或者重大遗漏。 浙江棒杰控股集团股份有限公司（以下简称"公司"）近日接到持股 5%以上 股东苏州青嵩企业管理合伙企业（有限合伙）（以下简称"苏州青嵩"）的通知， 获悉其所持有本公司的部分股份办理了解除质押及再质押手续，具体事项如下： 二、股东股份质押基本情况 | 占剔除 | 是否为 | 本次质 | 占其 | 占公 | 回购专 | 是否 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 第一大 | 是否 | 股东 | 押股份 | 所持 | 司总 | 户股份 | 为补 | 质押起 | 质押到 | 质押 | 股东及 | 为限 | 质权人 | | | | | | 名称 | 数量 | 股份 | 股本 | 数后总 | 充质 | 始日 | 期日 | 用途 | 其一致 | 售股 | （股） | 比例 | 比例 | 股本比 ...

近期，光伏领域的重组信号密集出现，引发业界广泛关注。日前，棒杰股份发布公告称，因光伏业务出 现经营困难，公司收到债权人送达的《告知函》，其债权人申请公司预重整，而子公司亦已率先启动重 整程序。在此之前，ST聆达、金刚光伏、华东光能等多家光伏企业先后披露破产重整或预重整消息， 部分项目也在产业资本推动下展开并购整合。 中国上市公司协会会长宋志平表示，从国际产业发展历程看，许多行业都经历了从分散到集中的过程。 他举例分析，上世纪初美国钢铁业通过整合大幅提升竞争力，日本水泥行业在经济转型期通过重组实现 了产能优化与价格稳定。"当前，我国光伏产业虽已取得全球领先地位，但也面临结构性挑战，推进整 合重组恰逢其时。"他认为，在产业规模持续扩大、企业数量众多的背景下，光伏行业应更加注重从"分 散发展"向"协同整合"转变。 多重利好显现 事实上，当前的行业重组并非简单的"淘汰赛"，而是呈现出路径多元、目标各异的复杂图景。总体看， 主要形式包括困境企业司法重整和优势企业战略性并购整合，两者共同推动产业资源的再配置。 从发展态势看，光伏行业加快整合成为大势所趋。在业内人士看来，光伏产业正处于从高速增长迈向高 质量发展的关键阶段， ...

Core Viewpoint - The photovoltaic industry is undergoing a significant restructuring phase, transitioning from rapid growth to high-quality development, which will reshape the competitive landscape and lay the foundation for sustainable growth [2][3]. Industry Restructuring - Recent signals of restructuring in the photovoltaic sector have emerged, with companies like Bangjie Co. announcing operational difficulties and entering pre-restructuring processes. Other firms, including ST Lingda and King Kong Photovoltaics, have also disclosed bankruptcy or pre-restructuring news, indicating a trend towards industry consolidation [3][5]. - The photovoltaic industry has experienced unprecedented expansion, particularly in silicon materials and battery segments, leading to significant capacity accumulation. However, a mismatch between excessive capacity expansion and slowing demand growth is driving the need for restructuring [5][11]. - The restructuring process is not merely a "survival of the fittest" scenario but involves diverse pathways and objectives, including judicial restructuring for distressed companies and strategic mergers for stronger firms, facilitating resource reallocation within the industry [7][9]. Benefits of Restructuring - The restructuring efforts are expected to yield multiple benefits, such as fostering industry leaders, optimizing asset structures, and enhancing technological upgrades. This will also inject quality assets into the capital market, promote healthy investment cycles, and alleviate homogeneous competition [10][11]. - Major companies are leveraging this restructuring phase to consolidate their competitive advantages through mergers and acquisitions, as seen in Tongwei Co.'s planned acquisition of Runyang Co. to enhance efficiency and global capacity [9][10]. Future Outlook - The merger and acquisition activities in the photovoltaic sector are anticipated to remain active, potentially peaking in the next one to two years. This will accelerate the exit of outdated capacities and optimize the overall capacity structure, alleviating supply-demand imbalances [11]. - The industry is expected to see a significant increase in concentration, with resources and orders gravitating towards technologically advanced and financially robust leading enterprises. This shift will enhance China's photovoltaic industry's international competitiveness and sustainable development capabilities [11].