7月24日晚间，科强股份(873665)发布公告称，鉴于当前光伏行业格局及市场环境变化，公司决定将"高 性能阻燃棚布及密封材料生产项目"达到预定可使用状态的日期从2025年9月延期至2026年9月。此次调 整不涉及项目实施主体、募集资金用途及投资规模变更。 据公告披露，该募投项目原规划建设期24个月，拟新增年产100万平方米特种高性能橡胶制品产能，产 品涵盖阻燃棚布、太阳能硅胶板及储罐密封材料等，募集资金主要用于设备购置。延期的直接原因是光 伏行业近期面临的严峻挑战。 2024年以来，全球光伏行业因产能供需失衡陷入困境，上游产能快速扩张，下游装机增速趋缓，叠加电 力消纳瓶颈，导致主产业链价格持续大跌，屡次跌破现金成本线，行业普遍亏损。作为光伏制造核心区 域，中国产品出口还遭遇主要市场贸易壁垒，进一步加剧经营压力。 截至2025年6月30日，"高性能阻燃棚布及密封材料生产项目"累计投入1771.40万元，占调整后计划投资 总额的12.27%；另一募投项目"厂区智能化升级改造项目"累计投入276.05万元，占计划的13.80%。两大 项目合计投入2047.45万元。 资金储备方面，公司募集资金及利息余额达1.45 ...

Core Viewpoint - The company, Haiyou New Materials, has decided to terminate its "Annual Production of 200 Million Square Meters of Photovoltaic Encapsulation Film Project (Phase I)" and instead initiate a new project for "Annual Production of 2 Million Square Meters of PDCLC Dimming Film Products (Phase I)" with an investment scale of 25 million yuan, utilizing remaining fundraising of approximately 22.6 million yuan for the new project [1][2]. Group 1 - The global photovoltaic power generation market has a long-term positive outlook, but short-term demand growth is slowing due to industry cyclical fluctuations [2][3]. - The China Photovoltaic Industry Association predicts that the global photovoltaic installed capacity growth will slow down by 10% year-on-year in 2025, with a conservative estimate of no growth [3]. - The company faces supply-demand imbalance in photovoltaic encapsulation film capacity in the short term, as the demand for capacity expansion decreases [3]. Group 2 - The company is transitioning to meet the higher performance requirements for PID resistance in N-type batteries, driven by the exploration of TOPCON and heterojunction component technologies [3]. - POE films or co-extruded POE films are expected to replace EVA due to their superior PID resistance performance, and the company is advancing the introduction and certification of these films to support technological development [3]. Group 3 - The company had previously signed an investment agreement in October 2022 to build a new material project for photovoltaic encapsulation film with a total investment of 2.5 billion yuan, including fixed asset investment of approximately 835 million yuan and working capital investment of about 1.665 billion yuan [4]. - The project was planned in two phases, with the first phase aimed at producing 200 million square meters of photovoltaic encapsulation film [5].