| 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-060 | | --- | --- | --- | | 债券代码：127089 | 债券简称：晶澳转债 | | 晶澳太阳能科技股份有限公司 关于召开 2025 年第三次临时股东会的会议通知 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。 晶澳太阳能科技股份有限公司（以下简称"公司"）第六届董事会第四十一次会 议决议召开公司 2025 年第三次临时股东会（以下简称"会议"），现就会议有关事项 通知如下： 一、召开会议的基本情况 （一）股东会届次：2025年第三次临时股东会 （二）会议召集人：公司第六届董事会 （三）本次会议经公司第六届董事会第四十一次会议决议召开，本次股东会会 议的召开符合有关法律、行政法规、部门规章、规范性文件和《公司章程》的规定。 （四）会议召开日期和时间 1、现场会议召开时间：2025年7月22日15:00 2、网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为 2025年7月22日（现场股东会召开当日）的交易时间，即9:15—9:25，9:30—11 ...

第六届董事会第四十一次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 | 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-058 | | --- | --- | --- | | 债券代码：127089 | 债券简称：晶澳转债 | | 晶澳太阳能科技股份有限公司（以下简称"公司"）第六届董事会第四十一 次会议于 2025 年 7 月 3 日在公司会议室以现场结合通讯表决方式召开。 晶澳太阳能科技股份有限公司 召开本次会议的通知已于 2025 年 6 月 30 日以电话、电子邮件等方式通知了 各位董事。本次会议由公司董事长靳保芳先生主持，会议应出席董事 9 名，实际 出席董事 9 名，符合《中华人民共和国公司法》及《公司章程》的规定。经与会 董事认真审议，会议以记名投票表决方式通过如下议案： 一、审议通过《关于董事会提议向下修正"晶澳转债"转股价格的议案》 表决结果：6 票同意，0 票反对，0 票弃权。 关联董事靳保芳先生、靳军辉女士、陶然先生予以回避表决。 具体内容详见同日披露于巨潮资讯网（http://www.cninfo ...

Group 1 - Trina Solar's Huai'an base has completed the first phase of a 50GW monocrystalline silicon wafer project, with a total investment of 20 billion yuan and a planned total investment of 30 billion yuan [1] - The project includes the production of high-efficiency photovoltaic cells and large-capacity photovoltaic modules, making it an integrated manufacturing base for silicon wafers, cells, and modules [1] Group 2 - JA Solar has signed two photovoltaic module supply agreements with South African renewable energy company JUWI for a total installed capacity of 220MW, contributing to a significant increase in South Africa's clean energy share [2] - The completion of these projects will increase South Africa's total photovoltaic installed capacity by approximately 5% [2] Group 3 - In May, the national photovoltaic power generation utilization rate reached 94.2%, while wind power utilization was at 93.2%, indicating strong performance in renewable energy consumption [3] Group 4 - LONGi Green Energy plans to increase capital by 1.08 billion yuan to its subsidiary LONGi Leye Photovoltaic Technology Co., Ltd., which will then invest in the implementation of a 12GW high-efficiency monocrystalline battery project [4] - This capital increase aligns with the company's approved fundraising project implementation needs [4]

Core Points - The announcement details the conversion results of the company's convertible bonds for the second quarter of 2025, indicating a total of RMB 10,000 worth of "Jingao Convertible Bonds" converted into 260 shares of the company's stock [1][4] - As of June 30, 2025, a total of RMB 1,053,300 worth of "Jingao Convertible Bonds" has been converted into 27,164 shares, representing 0.0008% of the company's total issued ordinary shares prior to the conversion [1][4] - The remaining unconverted "Jingao Convertible Bonds" amount to RMB 8,959,254,400, which constitutes 99.9882% of the total issuance [1][4] Convertible Bond Basic Information - The company issued 89,603,077 convertible bonds on July 18, 2023, with a face value of RMB 100 each, raising a total of RMB 8,960,307,700 [2] - The net proceeds from the issuance, after deducting related expenses, amounted to RMB 8,933,848,025.97 [2] - The bonds are listed on the Shenzhen Stock Exchange under the name "Jingao Convertible Bonds" with the code "127089" [2] Conversion Period and Price Adjustments - The conversion period for the "Jingao Convertible Bonds" is from January 24, 2024, to July 17, 2029, with an initial conversion price set at RMB 38.78 per share [2][3] - The conversion price was adjusted to RMB 38.74 per share effective October 18, 2023, and further adjusted to RMB 38.22 per share effective May 30, 2024 [3] Share Changes - From April 1, 2025, to June 30, 2025, the company's total share capital increased by 260 shares due to the conversion of bonds [4] - The total share capital before the conversion was 3,309,679,284 shares, which increased to 3,309,679,544 shares after the conversion [4] - The proportion of restricted shares remained at 0.13%, while the proportion of unrestricted shares was 99.87% after the conversion [4]

"反内卷"政策下，能源与材料有哪些投资机会？ 20250702 摘要 国家层面反内卷政策升级，旨在解决低价竞争和产能过剩问题，尤其针 对地方政府不规范行为，以提振工业企业盈利能力，截至 2025 年 6 月 PPI 已连续 33 个月负增长。 光伏产业面临严重产能过剩，需通过供给侧改革盘活市场，并作为中美 关税谈判筹码，通过价格调整避免低价倾销指控，改善产业链盈利状况， 关注硅料价格和股价变化。 光伏行业供给侧改革分两步走：划定落后产能并约束开工率，通过收储 或成立基金消化多晶硅库存，优先关注上游原材料如通威股份，下游组 建环节如晶澳科技、晶科能源。 建材领域反内卷政策执行效果显著，水泥行业预计有 3-4 亿吨熟料厂退 出市场，推荐海螺水泥、华新水泥等；玻璃行业头部企业减产，关注浮 法玻璃及光伏玻璃投资机会。 钢铁行业通过环保限产和落后产能退出优化供给，企业主动调节产量， 利润有望走阔，关注新钢股份、华菱钢铁等估值较低的板材类标的，以 及宝钢股份。 Q&A 反内卷政策的演化脉络是什么？ 反内卷政策最早在 2024 年 7 月 30 日的中央政治局会议上提出，当时强调行 业自律，防止内卷式恶性竞争，并畅通低效产 ...

| 证券代码：002459 | 证券简称：晶澳科技 | 公告编号：2025-056 | | --- | --- | --- | | 债券代码：127089 | 债券简称：晶澳转债 | | 晶澳太阳能科技股份有限公司 关于 2025 年第二季度可转债转股结果暨股份变动公告 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。 重要内容提示： 本季度转股情况：2025 年第二季度，共计有人民币 10,000 元"晶澳转债" 转换为公司股票，共计转股数量为 260 股。 累计转股情况：截至 2025 年 6 月 30 日，累计已有人民币 1,053,300 元 "晶澳转债"转换为公司股票，累计转股数 27,164 股，占"晶澳转债"转股前公 司已发行普通股股份总额的 0.0008%。 未转股可转债情况：截至 2025 年 6 月 30 日，尚未转股的"晶澳转债" 金额为人民币 8,959,254,400 元，占"晶澳转债"发行总量的 99.9882%。 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第 15 号——可转换公司债券》的有关规定，晶澳 ...

Group 1 - The core point of the article indicates that the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 331.9 billion yuan, with the ChiNext board seeing a net outflow of 185.3 billion yuan [2] - Among the 15 industries that rose, the steel industry had the highest increase of 3.37%, while the coal and building materials industries also saw increases of over 1% [2] - Eight industries received net inflows of main funds, with the electric equipment industry leading at 15.95 billion yuan, followed by agriculture, forestry, animal husbandry, and fishery at 8.24 billion yuan, and food and beverage at 7.36 billion yuan [2] Group 2 - The stablecoin concept stocks saw the highest net inflow of main funds, with Yuyin Co., Ltd. leading at 6.64 billion yuan, and the stock rose by 6.05% [3] - Controlled nuclear fusion concept stocks, such as Rongfa Nuclear Power, had a net inflow of 5.33 billion yuan, with significant gains in related stocks [3][4] - Over 110 stocks experienced a net outflow of more than 1 billion yuan, with 35 stocks seeing outflows exceeding 2 billion yuan [5] Group 3 - The leading stock for net outflow was Jihua Group, with an outflow of 6.44 billion yuan, followed by OFILM Technology with 5.78 billion yuan [6] - Popular stocks like Dongfang Caifu and Xuanji Information also saw significant net outflows, with Annie Co. hitting a limit down and experiencing a net outflow of 4.11 billion yuan, the highest since February 6, 2023 [6] Group 4 - At the end of the trading session, the main funds saw a net outflow of 18.91 billion yuan, with the ChiNext board experiencing a net outflow of 6.58 billion yuan [7] - Among individual stocks, Tongwei Co. saw a net inflow of 9150.48 million yuan, while Jingao Technology had a net inflow of 8534.54 million yuan [8][9] - The main contract for polysilicon futures saw a significant increase, contributing to the rise of photovoltaic concept stocks [9]

Core Viewpoint - The rapid growth of strategic emerging industries such as new energy vehicles, integrated circuits, and photovoltaics is driving demand for advanced materials, highlighting a significant talent gap in the materials engineering sector in China [1][11]. Group 1: Industry Growth and Talent Demand - The materials industry is experiencing explosive growth due to advancements in technology and the rise of new industries, with a reported talent gap exceeding one million in high-end materials [1]. - The need for practical materials engineers capable of addressing critical issues in the industry is particularly acute, making them highly sought after [1]. Group 2: Educational Achievements - The Materials Technology Department at Shanghai Applied Technology University has evolved over 70 years, now offering three undergraduate programs, one doctoral direction, and two master's programs, achieving a ranking in the top 1% globally in ESI [3]. - The department's curriculum is closely aligned with industry needs, featuring specialized programs in materials science and engineering, composite materials, and materials physics, which cater to the demands of major industry players [5][11]. Group 3: Faculty and Resources - The department boasts a faculty of 103, with 90.3% being dual-skilled, capable of both teaching and addressing practical technical challenges, including numerous high-level talents [7]. - The educational approach includes a strong emphasis on practical experience, with partnerships with industry giants and the establishment of various practical training bases [7]. Group 4: Student Outcomes - Students from the Composite Materials and Engineering program have a 100% employment rate, with graduates successfully entering leading companies in the materials sector [9]. - The competitive environment fosters innovation, with students actively participating in competitions and achieving numerous awards, further enhancing their employability [9].

Group 1 - The A-share market experienced slight fluctuations on July 2, with the Shanghai Composite Index closing at 3454.79 points, down 0.09% [1] - A500ETF Jiashi (159351) saw a trading volume of 2.784 billion yuan, ranking fourth among similar products in the market and second in the Shenzhen market [1] - The turnover rate for A500ETF Jiashi reached 18.24%, the highest among similar products in the Shenzhen market [1] Group 2 - The solar energy sector received two significant boosts: the U.S. "Big and Beautiful" Act was passed in the Senate, leading to strong performance of solar and wind stocks in the U.S. market [1] - Major domestic photovoltaic glass companies plan to collectively reduce production by 30% starting in July, which is expected to decrease domestic glass production to approximately 45GW [1] - As a result of these positive developments, key stocks in the solar sector saw substantial gains, with Daqo New Energy rising over 15%, and both Dongfang Risheng and Tongwei Co. increasing by over 10% [1] Group 3 - Despite a slight market adjustment, there are clear signs of capital positioning against the trend, supported by liquidity advantages and policy benefits, highlighting the strategic value of A500ETF Jiashi as a core asset allocation tool in the A-share market [1] - A500ETF Jiashi tracks the CSI A500 Index, composed of 500 stocks with large market capitalization and good liquidity, providing a balanced industry distribution and a higher proportion of new productive forces [2] - Investors can access quality core asset opportunities through the Jiashi CSI A500 ETF linked fund (Class A 022453; Class C 022454) [2]

Group 1 - The core viewpoint of the articles highlights a strong performance in the photovoltaic sector, driven by a collective production cut from glass manufacturers and government initiatives to eliminate "involution" competition, promoting high-quality development [1][2] - The China Photovoltaic Industry Index (931151) rose by 2.72%, with significant gains in constituent stocks such as Daqo New Energy (688303) up 18.85% and Tongwei Co., Ltd. (600438) also seeing positive movement [1] - The government emphasizes the need for collaboration among government, industry, and enterprises to address supply-demand mismatches and market failures, aiming for sustainable industry growth [1] Group 2 - The China Photovoltaic Industry Index includes up to 50 representative listed companies from the photovoltaic industry chain, with the top ten stocks accounting for 55.39% of the index [2] - The top ten weighted stocks in the index include prominent companies such as Sungrow Power Supply Co., Ltd. (300274) and LONGi Green Energy Technology Co., Ltd. (601012) [2] - The photovoltaic ETF fund (159863) closely tracks the performance of the China Photovoltaic Industry Index, reflecting the overall performance of listed companies in the sector [3]