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800亿光伏龙头 筹划重要收购
2月24日晚间,硅料龙头公司通威股份公告称,公司正在筹划通过发行股份及支付现金的方式,购买青 海丽豪清能股份有限公司(丽豪清能)100%股权,并募集配套资金。公司股票、可转债以及可转债转 股自2月25日开市起停牌,预计停牌时间不超过10个交易日。 本次交易不会导致通威股份控股股东、实际控制人发生变更,不构成关联交易,预计不构成重大资产重 组。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 600438 | 通威股份 | A 股 停牌 | 2026/2/25 | | | | | 110085 | 通 22 转债 | 可转债债券停牌 | 2026/2/25 | | | | | 110085 | 通 22 转债 | 可转债转股停牌 | 2026/2/25 | | | | 图片来源:公司公告 Wind数据显示,2月24日,通威股份收报18.16元/股,最新市值为818亿元。 公告显示,本次拟收购标的为丽豪清能的全部股权,该公司成立于2021年4月29日,法定代表人为崔 ...
800亿光伏龙头拟并购行业独角兽,明起停牌
Core Viewpoint - Tongwei Co., Ltd. is planning to acquire 100% equity of Qinghai Lihua Qingneng Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds [1][3]. Group 1: Acquisition Details - The acquisition is still in the planning stage, and there are uncertainties regarding the transaction [3]. - Tongwei's stock will be suspended from trading starting February 25, 2026, for a period not exceeding 10 trading days to ensure fair information disclosure [3]. - Lihua Qingneng specializes in the research, production, and sales of photovoltaic-grade high-purity silicon and electronic-grade polysilicon, and is a key investment project in Qinghai Province [3]. Group 2: Company Background - Lihua Qingneng has operations in both Qinghai and Sichuan, with a total planned investment of 20 billion CNY to establish a production capacity of 200,000 tons of photovoltaic-grade high-purity silicon and 2,000 tons of electronic-grade high-purity silicon [3]. - The company has also established a wholly-owned subsidiary in Yibin, Sichuan, to invest in a project with a production capacity of 200,000 tons of photovoltaic-grade high-purity silicon, 5,000 tons of electronic-grade high-purity silicon, and 250,000 tons of industrial silicon [3]. Group 3: Financial Performance - Tongwei Co., Ltd. is projected to report a loss of 9 billion to 10 billion CNY for the year 2025, making it the "loss leader" among disclosed photovoltaic companies [5]. - The company attributes the expected loss to a slowdown in the growth of new photovoltaic installations, ongoing supply surplus issues, and rising prices of core raw materials [5]. - Tongwei has also indicated that it will recognize long-term asset impairments totaling approximately 1.5 billion to 2 billion CNY, an increase of about 700 million to 1.2 billion CNY year-on-year [5].
成都“新春第一会”锚定重点产业链高质量发展
Xin Lang Cai Jing· 2026-02-24 14:10
中新网成都2月24日电 (王利文)2月24日,成都市"新春第一会"——成都市推进重点产业链高质量发展工 作会议举行,明确以17条重点产业链为抓手,推动产业优势转化为发展动能。 作为西部产业重镇,成都近年来以构建"9+9+10"现代化产业体系为目标,聚焦"建圈强链"做好"六篇文 章",重点产业链建设成效显著,多个领域跻身全国第一方阵,成为支撑区域经济高质量发展的核心力 量。 成都一汽 车生产线生产作业。成都市委宣传部供图 会上,成都市发展改革委汇报了全市重点产业链建设基本情况和全年重点工作。据悉,2025年成都10条 重点产业链实现两位数以上增长,千亿级产业链增至13条;国家级产业集群总数增至17个,居副省级城 市第1位。 具体来看,强链补链、品牌建设、科产融合等方面均取得突破。通威集团、科伦博泰、沃飞长空3家企 业上榜《财富》杂志(中文版)"中国科技50强";中试平台增至141家、服务中试项目超7000项,实施产 业链关键核心技术攻关项目135个,成都市科技局牵头推进的"双向揭榜挂帅"合作项目达89个,占全省 76%。 各重点产业链领域亮点纷呈。人工智能领域,2025年核心产业规模超1500亿元、同比增长超3 ...
800亿光伏龙头,拟并购行业独角兽!600438,明起停牌!
Xin Lang Cai Jing· 2026-02-24 13:48
Core Viewpoint - Tongwei Co., Ltd. (stock code: 600438) announced a significant acquisition plan to purchase 100% equity of Qinghai Lihua Qingneng Co., Ltd. through a combination of share issuance and cash payment, along with raising supporting funds [1][8]. Group 1: Acquisition Details - The acquisition will not lead to a change in the company's controlling shareholder or actual controller, and it is not considered a related party transaction or a major asset restructuring [3][11]. - The company's stock and convertible bonds will be suspended from trading starting February 25, 2026, with an expected suspension period of no more than 10 trading days [3][11]. Group 2: Target Company Overview - Lihua Qingneng was established in April 2021 and is involved in the manufacturing, sales, and research of electronic materials, semiconductor devices, and photovoltaic equipment [5][13]. - The company is located in the Nanchuan Industrial Park of Xining Economic and Technological Development Zone, covering an area of 2,600 acres, with a planned total investment of 20 billion yuan to build a production project for 200,000 tons of photovoltaic-grade high-purity silicon and 2,000 tons of electronic-grade high-purity silicon, expected to generate an annual output value of approximately 20 billion yuan and create over 3,000 jobs [5][13]. Group 3: Company Achievements - In February, Lihua Qingneng's chairman announced that the company ranked 25th in the "2025 Top 50 Enterprises in Qinghai" with a sales revenue of 3.954 billion yuan, and it was recognized as one of the "2025 Global Unicorn Enterprises Top 500" [6][14].
突发!480亿光模块概念股拟收购股权布局光通信产业链上游|盘后公告集锦
Sou Hu Cai Jing· 2026-02-24 13:44
| | | 2月24日重要公告摘要 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 今日聚焦 | 长芯博创 游 中科曙光 | 拟收购上海鸿辉光联通讯技术有限公司93.81%股权 布局光通信领域产! 2025年净利21.13亿元 同比增长11% | | | 通威股份 | 筹划购买丽豪清能100%股权 股票停牌 | | | 东阳光 | 筹划收购东数一号控制权 后者为收购秦淮数据而设立的主体 | | 投资&签约 | 大族激光 | 拟1.5亿美元在东南亚设立海外运营中心 | | 增减持&回购 | 天奇股份 | 董事沈保卫2025年12月30日-2026年2月13日减持25. 38万股 | | 经营&业绩 | 光线传媒 50% | 电影《惊蛰无声》票房收入约为8.67亿元 超最近一个会计年度营业收. | | 合同&项目中标 | 渤海租赁 | 控股子公司出售24架附带租约的飞机租赁资产 市场价格约为15. 89亿美 | | 融资定增 | ST人福 | 拟向控股股东定增募资不超35亿元 | | 股价异动 | 豫能控股 | 不会合并先天算力财务报表 主营业务目前仍为火力发电 | | 其他 ...
今日晚间重要公告抢先看——光线传媒称公司来源于《飞驰人生3》的营业收入约为4300万元至5300万元;中微半导称2025年净利润2.85亿元,同比增长108.05%
Jin Rong Jie· 2026-02-24 13:28
Major Announcements - Light Media's film "Fast and Furious 3" has achieved a cumulative box office revenue of approximately 2.926 billion yuan, with the company's revenue from this film estimated between 43 million to 53 million yuan, which exceeds 50% of the company's audited consolidated financial statement revenue for the most recent fiscal year [1] - Dazhong Laser plans to invest 150 million USD to establish an overseas operation center in Southeast Asia to enhance service capabilities and meet international market demands [1] - Shunlian Bio intends to acquire controlling interest in Yanzhou Shizhi Source Biotechnology Co., Ltd. for 237 million yuan, aiming to fully develop its innovative drug business [2] - Shaoneng Co. signed a cooperation agreement with Yuancan Company for an independent energy storage power station project, with a total agreement amount of 22 million yuan [3] - China Tianying received investment approval for the expansion of its waste-to-energy project in Hanoi, with an investment amount of approximately 220 million USD [4] - Gansu Energy's 2 million kW wind power project has received approval from the local development and reform bureau [5] - Kexin Machinery obtained a production license for ultra-high pressure vessels [6] Financial Performance - Zhongwei Semiconductor reported a net profit of 285 million yuan for 2025, a year-on-year increase of 108.05%, with total revenue of 1.122 billion yuan, up 23.09% [9] - Weidao Nano reported a net profit of 213 million yuan for 2025, a year-on-year decrease of 6.12%, with total revenue of 2.632 billion yuan, down 2.52% [10] - Wens Foodstuff Group reported a net profit of 5.235 billion yuan for 2025, a year-on-year decrease of 43.59%, with total revenue of 103.884 billion yuan, down 1.67% [11] - SanSheng Guojian reported a net profit of 2.939 billion yuan for 2025, a year-on-year increase of 317.09%, with total revenue of 4.199 billion yuan, up 251.81% [12] - Yongxi Electronics reported a net profit of 82.24 million yuan for 2025, a year-on-year increase of 23.99%, with total revenue of 4.4 billion yuan, up 21.92% [14] - YaoMai Technology reported a net profit of 137 million yuan for 2025, a year-on-year increase of 42.63%, with total revenue of 619 million yuan, up 24.33% [15] - Zhongke Shuguang reported a net profit of 2.113 billion yuan for 2025, a year-on-year increase of 10.54%, with total revenue of 14.97 billion yuan, up 13.86% [15] Shareholder Actions - Zhongshun Jierou plans to repurchase shares worth between 60 million to 120 million yuan for employee stock ownership plans [21] - Yuanli Co. plans to repurchase shares worth between 50 million to 60 million yuan for stock incentive plans [21] - Huaneng Hydropower's controlling shareholder plans to increase its stake by 100 million to 150 million yuan [22] - Conch Cement's controlling shareholder plans to increase its stake by 700 million to 1.4 billion yuan [23] Stock Suspension - Dongyangguang announced a stock suspension due to plans to acquire control of Dongshu No. 1 [29] - Tongwei Co. announced a stock suspension due to plans to acquire 100% equity of Qinghai Lihua Qingneng [30] - Duorui Pharmaceutical announced a stock suspension as the offer period for its acquisition has expired [31]
通威股份:拟发行股份及现金收购青海丽豪清能100%股权并停牌筹划交易
Hua Er Jie Jian Wen· 2026-02-24 13:10
通威股份(600438)停牌公告要点解读 本次交易不导致控股股东/实际控制人变更,不构成关联交易,预计不构成重大资产重组。 已与交易方(段雍、海南卓悦、海南豪悦)签署《意向协议》,正式协议及定价尚未确定。 四、主要风险 交易仍处筹划阶段,审计、评估、尽调均未完成,方案存在较大不确定性,需监管机构审批后方可实 施。 二、交易核心内容 拟通过发行股份+支付现金方式,收购青海丽豪清能股份有限公司100%股权,并募集配套资金。 丽豪清能成立于2021年4月,注册资本约1.007亿元,主营电子专用材料(多晶硅)制造及光伏相关业 务,位于青海西宁。 三、关键条款 一、停牌基本情况 公司A股(600438)及可转债(通22转债,110085)自2026年2月25日起停牌,预计停牌不超过10个交 易日。 ...
超800亿元市值光伏巨头明起停牌
Di Yi Cai Jing· 2026-02-24 12:48
丽豪清能在中国青海和四川地区均有布局。据丽豪清能公司官网信息,公司位于青海西宁经济技术开发 区南川工业园区,计划总投资200亿元,建设年产20万吨光伏级高纯晶硅+2000吨电子级高纯晶硅生产 项目。利用四川丰富的清洁能源水电资源,丽豪清能还在四川宜宾成立了全资子公司四川丽豪清能有限 公司,投建年产20万吨光伏级高纯晶硅+5000吨电子级高纯晶硅+25万吨工业硅生产项目。 通威股份成已披露业绩预告光伏企业中的"亏损王",2025年预亏90亿元至100亿元。 通威股份表示,2025年光伏新增装机规模总体维持同比增长,但下半年明显放缓,行业阶段性供应过剩 问题尚未缓解,产业链各环节开工率下行,白银等部分核心原材料价格持续上涨,产品价格同比继续下 跌,行业经营压力显著。 去年预亏超90亿元的通威股份,正筹划通过发行股份及支付现金的方式购买丽豪清能100%股权。 2月24日晚间,超800亿元市值的光伏巨头通威股份(600438.SH)公告称,公司正在筹划通过发行股份 及支付现金的方式,购买青海丽豪清能股份有限公司(简称"丽豪清能")100%股权,并募集配套资 金。 据通威股份介绍,因本次交易尚处于筹划阶段,有关事项尚存 ...
A股公告精选 | 光线传媒(300251.SZ)《飞驰人生3》票房近30亿 超年度财报营收50%
智通财经网· 2026-02-24 12:31
登录新浪财经APP 搜索【信披】查看更多考评等级 今日聚焦 1、东阳光:筹划收购东数一号控制权 股票停牌 东阳光2月24日公告,公司正在筹划通过发行股份的方式收购宜昌东数一号投资有限责任公司控制权, 并募集配套资金。本次交易预计构成《上市公司重大资产重组管理办法》规定的重大资产重组且构成关 联交易,本次交易不会导致公司实际控制人发生变更。因本次交易尚存在不确定性,公司股票已于2026 年2月24日开市起停牌,并将于2026年2月25日开市起继续停牌,预计停牌(累计)时间不超过10个交易 日。 2、同德化工:收到《执行通知书》及《执行裁定书》 被冻结、扣划银行存款人民币5392.59万元 同德化工2月24日公告,公司及全资子公司收到《执行通知书》及《执行裁定书》,冻结、扣划被执行 人同德科创材料有限公司、山西同德爆破工程有限责任公司、山西同德化工(002360)股份有限公司的银 行存款人民币5392.59万元。 6、光线传媒:电影《飞驰人生3》累计票房收入约29.26亿元 光线传媒2月24日公告,公司子公司参与的影片《飞驰人生3》累计票房收入(含服务费)约29.26亿元,超 过公司最近一个会计年度经审计的合并财 ...
2月24日晚间公告 | 长芯博创拟3.75亿收购光通信上游公司;中科曙光2025年净利润超21亿
Xuan Gu Bao· 2026-02-24 12:12
Mergers and Acquisitions - Tongwei Co., Ltd. is planning to acquire 100% equity of Lihau Qingneng, resulting in a stock suspension [1] - Dongyangguang is planning to acquire control of Dongshu No. 1, which is controlled by its wholly-owned subsidiary Yichang Dongshu No. 3 Investment Co., Ltd. [1] - Changxin Bochuang intends to acquire 93.8108% equity of Shanghai Honghui Guanglian Communication Technology Co., Ltd. for 375 million, aiming to expand its product line in the upstream of the optical communication industry and enhance profitability and sustainability [1] Share Buybacks - Conch Cement's controlling shareholder, Conch Group, plans to increase its stake in the company by 700 million to 1.4 billion [2] Foreign Investment and Daily Operations - Dazhu Laser plans to establish an overseas operation center in Southeast Asia with an investment of 150 million [3] - Yida Co., Ltd.'s subsidiary, Taixing Yida, has obtained a project filing certificate for an annual production of 200,000 tons of epoxy propylene (ethylene) derivative products [4] - Light Media reported that as of February 23, 2026, the cumulative box office revenue of the film "Fast Life 3" is approximately 2.926 billion, with the company's revenue from this film estimated between 43 million to 53 million. The film "Silent Awakening" has a box office revenue of approximately 867 million, with company revenue estimated between 5.2 million to 6.6 million [4] - Happiness Blue Sea reported a total revenue of approximately 790,000 to 1.02 million from the films "Fast Life 3" and "Boon Year" [4] Performance Changes - Zhongke Shuguang expects total operating revenue of 14.97 billion in 2025, a year-on-year increase of 13.86%, with net profit attributable to shareholders of the listed company at 2.113 billion, a year-on-year increase of 10.54% [5]