| 证券代码：300776 | 证券简称：帝尔激光 | 公告编号：2026-005 | | --- | --- | --- | | 债券代码：123121 | 债券简称：帝尔转债 | | 武汉帝尔激光科技股份有限公司 关于回售期间帝尔转债暂停转股的提示性公告 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。 特别提示： 经中国证券监督管理委员会"证监许可[2021]2379 号"文核准，武汉帝尔激 光科技股份有限公司（以下简称"公司"）于 2021 年 8 月 5 日向不特定对象发 行了 840 万张可转换公司债券（以下简称"可转债"），每张面值 100 元，发行 总额 84,000.00 万元。经深圳证券交易所同意，公司 84,000.00 万元可转债于 2021 年 8 月 27 日在深圳证券交易所挂牌交易，债券简称"帝尔转债"，债券代码 "123121"。 根据《武汉帝尔激光科技股份有限公司向不特定对象发行可转换公司债券募 集说明书》（以下简称《募集说明书》）的约定，"帝尔转债"转股期自可转债 发行结束之日（2021 年 8 月 11 日）起满六个月后的第 ...

| 证券代码：300776 | 证券简称：帝尔激光 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：123121 | 债券简称：帝尔转债 | | 武汉帝尔激光科技股份有限公司 关于帝尔转债回售的第一次提示性公告 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。 特别提示： 1、回售价格：101.103 元/张（含息、税） 3、发行人资金到账日：2026 年 1 月 22 日 4、回售款划拨日：2026 年 1 月 23 日 5、投资者回售款到账日：2026 年 1 月 26 日 6、回售申报期内"帝尔转债"暂停转股。 7、"帝尔转债"持有人有权选择是否进行回售，本次回售不具有强制性。 8、在回售资金到账日之前，如持有的本期债券发生司法冻结或划扣等情形， 债券持有人本次回售申报业务失效。 9、风险提示：投资者选择回售等同于以 101.103 元/张（含息、税）卖出持 有的"帝尔转债"。截至目前，"帝尔转债"的收盘价格高于本次回售价格，投 资者选择回售可能会带来损失，敬请投资者注意风险。 武汉帝尔激光科技股份有限公司（以下简 ...

可转换公司债券回售的 北京国枫律师事务所 关于武汉帝尔激光科技股份有限公司 法律意见书 国枫律证字[2021]AN027-32 号 GRANDWAY 北京国枫律师事务所 Grandway Law Offices 北京市东城区建国门内大街 26 号新闻大厦 7 层、8 层 邮编: 100005 电话（Tel）: 010-88004488/66090088 | 传真〈Fax): 010-66090016 北京国枫律师事务所 关于武汉帝尔激光科技股份有限公司 可转换公司债券回售的 法律意见书 国枫律证字|2021|AN027-32 号 致: 武汉帝尔激光科技股份有限公司（公司） 根据本所与武汉帝尔激光科技股份有限公司签署的《专项法律服务合同》, 本所接受公司的委托,根据《中华人民共和国公司法》(以下简称《公司法》、 《中华人民共和国证券法》(以下简称《证券法》)、《上市公司证券发行注册管理 办法》(以下简称《注册管理办法》)、《可转换公司债券管理办法》(以下简称《管 理办法》)、《深圳证券交易所创业板股票上市规则》(以下简称《上市规则》、《深 圳证券交易所上市公司自律监管指引第 15 号一可转换公司债券》(以下简称 ...

一、回售条件及方案 长江证券承销保荐有限公司 关于武汉帝尔激光科技股份有限公司 长江证券承销保荐有限公司（以下简称"保荐机构"）作为武汉帝尔激光科 技股份有限公司（以下简称"帝尔激光"或"公司"）向不特定对象发行可转换 公司债券的保荐机构，根据《证券发行上市保荐业务管理办法》《深圳证券交易 所上市公司自律监管指引第 13 号——保荐业务》《上市公司募集资金监管规则》 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》 等相关规定，对帝尔激光可转换公司债券回售事项进行了核查，具体情况如下： 根据《深圳证券交易所创业板股票上市规则》《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》的相关规定，经股东会批准变更募集 资金投资项目的，公司应当在股东会通过后二十个交易日内赋予可转换公司债券 持有人一次回售的权利。因此，《武汉帝尔激光科技股份有限公司向不特定对象 发行可转换公司债券募集说明书》（以下简称《募集说明书》）约定的"帝尔转债" 附加回售条款生效。 （二）附加回售条款 根据公司《募集说明书》的约定，附加回售条款具体内容如下： 1 可转换公司债券回售事项的核查意见 若公司 ...

证券研究报告 | 行业周报 gszqdatemark 2026 01 11 年 月 日 电力设备 光伏产品取消出口退税，江苏超 800MW 海上风电项目获核准 光伏：两部门宣布取消光伏等产品增值税出口退税，硅料电池组件价格上涨。近 日财政部、税务总局发布关于调整光伏等产品出口退税政策的公告：自 2026 年 4 月 1 日起，取消光伏等产品增值税出口退税。自 2026 年 4 月 1 日起至 2026 年 12 月 31 日，将电池产品的增值税出口退税率由 9%下调至 6%；2027 年 1 月 1 日 起，取消电池产品增值税出口退税。适时降低或取消光伏产品的出口退税，有助于 推动国外市场价格理性回归，降低我国面临的贸易摩擦的风险。据安泰科统计，本 周多晶硅 n 型复投料成交价格区间为 5.0-6.3 万元/吨，成交均价为 5.92 万元/吨， 周环比上涨 9.83%。n 型颗粒硅成交价格区间为 5.0-6.4 万元/吨，成交均价为 5.58 万元/吨，环比涨幅为 10.5%。据 Infolink，本周 N 型电池片价格如下：183N、 210RN 与 210N 均价再度上调，本周上升至每瓦 0.39 元人民 ...

Core Viewpoint - The BC (Back Contact) technology is emerging as a mainstream solution in the photovoltaic industry, shifting from a technical benchmark to a core engine for growth, addressing the industry's challenges and redefining its development logic [1] Group 1: Technology and Performance - BC technology enhances solar cell efficiency by placing both positive and negative electrodes on the back, increasing light absorption and conversion efficiency, with laboratory results showing a conversion rate of 27.55%, outperforming other technologies by over 1.2% [2] - The technology has resolved industry pain points such as shading, hot spots, and anti-cracking, with Aiko's BC modules achieving A+ certification for shading resistance and significantly lower surface temperatures in high-temperature and shaded environments [2] - BC technology opens up new application scenarios, increasing customer acquisition success rates from 30% to 60% in previously challenging environments, thus reducing costs and potential fire risks [3] Group 2: Market Applications and Growth - Aiko has successfully introduced BC technology across various applications, including residential, commercial, and utility-scale projects, with products designed for specific conditions such as mountainous terrains and extreme environments [3][4] - The market share for BC technology in utility-scale applications is expected to grow by 10% annually in the coming years, emphasizing the importance of creating diverse application scenarios for competitive advantage [5] Group 3: Industry Collaboration and Ecosystem - BC technology fosters a new collaborative ecosystem in the photovoltaic industry, moving beyond traditional supply chain relationships to a model of open innovation and shared growth among companies [7][9] - Companies like Aiko are not only achieving breakthroughs in technology and market but also acting as integrators and organizers within this new ecosystem, enhancing overall industry competitiveness [7] Group 4: Value Creation and Market Dynamics - The introduction of BC technology shifts the focus from price competition to value creation, redefining the value dimensions of photovoltaic products and enabling companies to provide tailored solutions for different customer needs [10][12] - Aiko's ABC modules have maintained the highest production efficiency globally for 34 consecutive months, achieving a production efficiency of 25%, and are gaining market share in high-value regions such as Europe and Australia [13]

Group 1 - The core viewpoint of the news highlights the significant growth and potential of the photovoltaic (PV) industry, particularly with the emergence of space-based solar power as a new frontier for development [2][3] - The photovoltaic ETF (159857) has shown a trading volume of 188 million yuan with a turnover rate of 8.29%, indicating strong market interest [1] - The underlying index, the CSI Photovoltaic Industry Index (931151), has experienced a five-day consecutive rise, reflecting positive market sentiment towards the sector [1] Group 2 - Major players in the photovoltaic industry, such as JinkoSolar and Trina Solar, are focusing on space solar power, with JinkoSolar's chairman stating that solar components in space can generate 7 to 10 times more energy than on Earth [2] - The potential of perovskite technology is being recognized, with companies like GCL-Poly and Lightyear Technology considering it as an ideal solution for space applications due to its lightweight and high conversion efficiency [3] - The domestic photovoltaic installation capacity from January to October reached 252.87 GW, a year-on-year increase of 39%, driven by policy incentives and a surge in installations [3]

Group 1 - The core viewpoint of the articles highlights the growth and commercialization of space photovoltaic technology, which offers significant advantages over traditional ground-based data centers, including higher deployment efficiency, better energy efficiency, and lower cooling costs [1] - The China Securities Index indicates that the photovoltaic industry index has seen a rise of 0.82%, with notable increases in component stocks such as Robotech (up 7.25%) and Dier Laser (up 5.81%) [1] - The global photovoltaic installation capacity is expected to continue growing over the next 3-5 years, with an estimated new installation capacity of 630-650 GW by 2026, although growth rates may slow to single digits [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the photovoltaic industry index include TBEA, LONGi Green Energy, and Sungrow Power, collectively accounting for 55.11% of the index [2] - The photovoltaic ETF managed by Harvest (159123) tracks the China Securities photovoltaic industry index, providing a convenient tool for investing across the entire photovoltaic industry chain [2] - Investors can also access photovoltaic industry investment opportunities through the off-market connection of the photovoltaic ETF (014605) [3]

每经AI快讯，1月9日，光伏设备再度走高，钧达股份2连板，琏升科技涨超15%，东方日升涨超10%， 金博股份、迈为股份、帝尔激光、连城数控、海优新材跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - Dier Laser (300776) announced the termination of part of its fundraising investment project and will continue to manage the remaining funds in a dedicated account due to changing market conditions in the solar cell industry [2] Group 1: Company Actions - The company plans to stop using the raised funds for the "High-efficiency Solar Cell Laser Printing Technology Application R&D Project" [2] - Remaining funds in the account amount to 328 million yuan, which will be managed in a dedicated fundraising account until December 8, 2025 [2] Group 2: Industry Context - The decision to terminate the project is influenced by rapid developments in the photovoltaic industry, including technological updates, market cycle fluctuations, and changes in domestic and international policies [2] - The solar cell production industry is facing cyclical pressures, leading to reduced capital expenditures from downstream customers, which has altered the market demand environment for the project [2]