此次终止的扬州组件项目始于2023年7月。当月，棒杰股份披露称，其与扬州经开区管委会签署《高效 光伏组件及研发中心项目投资协议》，投资新建年产10GW高效光伏组件及研发中心项目。 每经记者｜黄海 每经编辑｜文多 跨界多年后，棒杰股份（002634.SZ，股价4.88元，市值22.42亿元）逐渐收缩光伏业务。 8月21日晚间，棒杰股份公告称，经与扬州经济技术开发区管理委员会（以下简称扬州经开区管委会） 友好协商，公司拟终止年产10GW高效光伏组件及研发中心项目（以下简称组件项目）。目前，组件项 目终止的相关议案已通过上市公司董事会审议，需等待后续股东大会审议。 就在一个月前，棒杰股份还曾公告终止江山高效光伏电池片及大尺寸硅片切片项目。 从高薪挖人到被迫停产，再到终止项目⋯⋯棒杰股份在扬州的光伏项目经历了一个高开低走的过程。 继续实施将带来更大损失 根据有关协议，棒杰股份方面需向浙江江山经济开发区管理委员会方面支付损失赔偿款1500万元，款项 应于10月10日前支付，逾期将按日万分之五支付违约金。 值得注意的是，棒杰股份这次披露拟与扬州经开区管委会签署终止协议时，并未提及也有违约补偿。 据棒杰股份披露，该终止协议 ...

Group 1 - The company announced the termination of the 10GW high-efficiency photovoltaic module and R&D center project due to changes in the photovoltaic industry market environment and associated business risks [1][2] - The project was initially planned with a fixed asset investment of approximately 1 billion yuan, including a 4GW capacity for the first phase and an investment of about 250 million yuan for production equipment [2] - The decision to terminate the project was made after friendly consultations with the Yangzhou Economic Development Zone Management Committee, aiming to concentrate resources and optimize allocation in line with the company's core strategy in seamless clothing [2] Group 2 - The company's subsidiary, Yangzhou Bangjie, faced intensified competition in the photovoltaic industry, leading to significant price declines and operational underperformance [3] - As a result, the subsidiary implemented a temporary shutdown of its high-efficiency solar cell production line starting March 1, 2025, for comprehensive maintenance, with an expected downtime of no more than three months [3] - The company projected a net loss of 120 million to 180 million yuan for the first half of 2025, primarily due to debt pressure from the photovoltaic segment and high fixed costs associated with long-term assets [3]