Core Viewpoint - Recent rumors about the company have led to significant market reactions, prompting the company to issue a clarification statement to address misinformation and protect its reputation [1][2]. Group 1: Company Response - The company issued a clarification stating that its board secretary did not make any statements related to the circulating rumors, which are deemed false and misleading [1]. - The company reserves the right to pursue legal action against those spreading false information [1]. - The company urges investors and the public to rely on official channels for accurate information and to avoid spreading rumors [4]. Group 2: Market Impact - On November 12, shares of companies in the photovoltaic industry experienced significant declines due to market rumors, with notable drops including over 14% for Canadian Solar and over 10% for Enphase Energy, while LONGi Green Energy, JA Solar, and Tongwei Co. fell by more than 6% [2]. - The China Photovoltaic Industry Association also released a statement supporting the industry and condemning the spread of false information, emphasizing the need for careful decision-making [4].

晶澳科技（002459）发布澄清公告。 11月12日，受市场传闻影响，光伏产业链股大幅跳水，截至收盘，阿特斯跌超14%，艾罗能源跌超10%，隆基 绿能、晶澳科技、通威股份等跌超6%。 | 代码 名称 | � | 涨幅% | 现价 | 涨跌 | 买价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688472 | | K -14.33 | 20.56 | -3.44 | 20.56 | | 20.57 280.2万 | | 688717 文学能源 | | k -10.16 | 68.65 | -7.76 | 68.65 | 68.66 | 92750 | | 002885 京泉华 | | R -10.01 | 30.03 | -3.34 | | | 30.03 460061 | | 002255 海战重工 | R | -9.64 | 12.47 | -1.33 | 12.46 | | 12.47 208.2万 | | 603759 海天股份 | . | -9.21 | 11.73 | -1.19 | 11.73 | | 11.74 ...

Group 1 - The stock price of Canadian Solar (CSIQ.US) increased by over 4%, reaching $31.09 as of the report time [2]

Core Viewpoint - The stock price of Canadian Solar (CSIQ.US) increased by over 4% to $31.09 following the announcement of a supply agreement for a German energy storage project [1] Group 1: Company Developments - Canadian Solar's subsidiary e-STORAGE will provide an integrated battery energy storage solution (BESS) for a project in Germany with a capacity of 20.7 megawatts/56 megawatt-hours [1] - The project is based on Canadian Solar's SolBank technology platform and is scheduled to begin shipments in March 2026, with system commissioning and grid connection to be completed later that year [1] - The project will be developed by German energy developer Kyon Energy, which will act as the engineering, procurement, and construction (EPC) contractor during the construction phase until the project is commercially operational [1] - The agreement includes a 20-year long-term operation and maintenance service contract to be executed by Canadian Solar [1]

Core Viewpoint - Canadian Solar (CSIQ.US) shares rose over 4% to $31.09 following the announcement of a supply agreement for a German energy storage project [1] Group 1: Project Details - Canadian Solar's subsidiary e-STORAGE will provide an integrated battery energy storage solution (BESS) for a project with a capacity of 20.7 megawatts/56 megawatt-hours DC [1] - The project is scheduled to begin shipments in March 2026, with system commissioning and grid connection expected later that year [1] Group 2: Project Management and Services - The project is developed by German energy developer Kyon Energy, which will act as the engineering, procurement, and construction (EPC) contractor during the construction phase [1] - The agreement includes a 20-year long-term operation and maintenance service contract to be executed by Canadian Solar [1]

Core Viewpoint - The leading integrated photovoltaic company, JA Solar Technology (002459.SZ), denied rumors regarding the failure of its polysilicon storage, stating that the claims are false and misleading to the public, and the company reserves the right to pursue legal action against the spread of such misinformation [1][3][4] Group 1: Company Response - JA Solar's board secretary has not made any statements regarding the alleged failure of polysilicon storage in any internal or external meetings, labeling the information as internet rumors [1] - The company emphasized its commitment to national policies against internal competition and its role in promoting industry self-discipline and social responsibility [3] - JA Solar urged the public not to believe or spread rumors, reinforcing its dedication to high-quality industry development [3][4] Group 2: Market Reaction - On the same day, the photovoltaic sector experienced a significant decline, with the photovoltaic ETF dropping over 5%, and major stocks like JA Solar, Tongwei Co. (600438.SH), and LONGi Green Energy (601012.SH) nearing their daily limit down [1][2] - The decline in the photovoltaic sector also negatively impacted popular energy storage stocks, with companies like Canadian Solar (688472.SH) and Sungrow Power Supply (300274.SZ) seeing substantial drops of over 17% and 5%, respectively [1] - Following the official clarifications regarding the rumors, the stock declines in the photovoltaic sector began to narrow, and the main contract for polysilicon futures rebounded from a drop to a gain [4]

Core Viewpoint - Company clarifies that recent rumors circulating about it are false and have misled the public, damaging its reputation and that of the industry [2][6] Group 1: Company Response - Company states that its board secretary has not made any statements in internal or external meetings regarding the rumors [2] - Company reserves the right to pursue legal action against those spreading false information [2] - Company emphasizes the importance of obtaining accurate information through official channels and urges the public not to spread rumors [6] Group 2: Market Impact - The solar energy sector, including companies like Canadian Solar, Tongwei Co., Longi Green Energy, and JA Solar, experienced significant declines in stock prices due to the rumors [7] - Company expresses confidence in the implementation of policies aimed at reducing competition within the solar industry and supports the establishment of a storage platform [7] - Company acknowledges the need for collaboration among various parties to overcome challenges for the healthy development of the industry [7]

Group 1 - The core viewpoint of the article is that JinkoSolar has issued a clarification statement regarding false rumors circulating online, which have misled the public and harmed the company's reputation [1][5][7] - The company stated that its board secretary did not make any statements in internal or external meetings that were reported online, and it reserves the right to pursue legal action against those spreading false information [1][5] - Following the spread of the rumors, the A-share photovoltaic sector experienced a significant decline, with notable stocks like Canadian Solar dropping over 17% and the photovoltaic ETF falling more than 4% [5][6] Group 2 - JinkoSolar's stock price fell by 6.84%, closing at 14.03 yuan, with a total market capitalization of 46.435 billion yuan [7] - Company representatives expressed confidence in the photovoltaic industry's policies aimed at reducing "involution" and emphasized their support for the establishment of a storage platform, acknowledging the challenges in its implementation [7]

每经编辑｜金冥羽 11月12日晚间，晶澳科技发布澄清公告称，网络上流传关于公司的不实言论，引发部分关注。对此，公司澄清并郑重声明如下：公司董事会秘书未在任何 内部或外部会议上发表过网传言论。相关内容系网络谣传，严重误导公众认知，损害公司及行业声誉。针对不实言论的传播行为，公司保留通过法律途径 追究相关责任的权利。 | | | 此前，市场有消息称，晶澳科技董秘在光伏一月度例会中表示"收储"平台黄了，并被进一步解读为"反内卷"失败。 该消息广泛传播后，今日A股光伏板块应声大跌。阿特斯一度跌超17%，光伏ETF一度跌超4%，通威股份、隆基绿能一度接近跌停。整个板块辨识度较高 的个股几乎是全线飘绿。 | く ロ | 光伏指数(884045) | | | | --- | --- | --- | --- | | | 3781.17 -106.22 -2.73% | | | | 资料 | 成分 资讯 | | 相关基金 | | 名称 | | 现价 | 涨跌咖一 | | 阿特斯 | | 20.56 | -14.33% | | 688472.SH | | | | | 艾罗能源 | | 68.65 | -10.16% | | 68 ...

Core Viewpoint - The Chinese Photovoltaic Industry Association has issued a statement addressing false information circulating online, emphasizing its commitment to industry self-discipline and combating negative narratives about the photovoltaic sector [1] Market Performance - On November 12, the photovoltaic sector experienced a decline, with notable drops in stock prices: - Canadian Solar (阿特斯) fell over 17% - Photovoltaic ETF dropped over 4% - Longi Green Energy (隆基绿能) decreased over 7% - Tongwei Co. (通威股份) and JA Solar (晶澳科技) both fell over 6% [3] Stock Performance - The photovoltaic equipment index was reported at 8277.90, down 3.51% - Specific stock performances included: - Canadian Solar: 20.56, down 14.33% over five days - Aiko Solar (艾罗能源): 68.65, down 10.16% over five days - Yuhuan Energy (亿晶光电): 4.72, down 7.81% over five days - Longi Green Energy: 38.75, down 7.23% over five days - JA Solar: 14.03, down 6.84% over five days [4]