近两个月里，A股光伏板块出现了一只"妖股"，它不是"光储一哥"阳光电源（300274.SZ），而是一家亏 损光伏企业。 然而，自2020年至2022年期间，乾景园林深陷亏损泥淖，三年累计亏损超过4亿元，这导致该公司前实 控人不断谋划控制权转让。 2022年11月，乾景园林终于迎来了转折点。当年11月，该公司以约1.54亿元现金向国晟能源收购了7家 子公司股权，入局光伏领域，并形成了"园林+光伏"的双主营业务模式。值得一提的是，在这桩交易 中，国晟能源还做出了业绩承诺——目标公司2023年度、2024年度、2025年度实现的扣除非经常性损益 后的合计净利润分别不低于人民币3000万元、4000万元和5000万元，累计承诺净利润不低于1.2亿元。 然而，正当乾景园林完成后收购并逐渐更名国晟科技后，国内光伏产业进入周期性低谷期。而以异质结 技术为主攻方向的国晟科技无疑是雪上加霜：一方面光伏组件等产品价格持续下滑，严重侵蚀业务利 润；另一方面，异质结产品虽然价格相较于PERC、TOPCon较高，但市场份额短期难以快速打开。 2025年5月，国晟科技发布《业绩承诺实现情况》公告，正式确认目标公司未能完成2023年、20 ...

国晟世安科技股份有限公司（以下简称"公司"）于2025年11月25日以通讯表决方式召开了第五届董事会 第二十七次会议。本次会议为董事会临时会议。会议通知于2025年11月21日以电子邮件方式发出。公司 现有董事5人，实际参会董事4人，董事李萍女士因公务未出席本次董事会。会议由董事长吴君先生主 持。本次会议的召开符合《中华人民共和国公司法》、《公司章程》以及有关法律、法规的规定。 二、董事会会议审议情况 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603778 证券简称：国晟科技（维权） 公告编号：临2025-059 国晟世安科技股份有限公司 第五届董事会第二十七次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 会议审议通过了以下议案： （一）审议通过《关于向北京农商银行天通苑支行申请2,000万元综合授信额度的议案》。 同意公司向北京农商银行天通苑支行申请办理不超过人民币2,000万元的综合授信，期限为不超过2年。 公司向北京农商银行天通苑支行申请的综合授信额度最终以银行实 ...

Core Viewpoint - The stock of Guosheng Technology has experienced significant abnormal fluctuations, with a cumulative increase of 46.40% over four trading days, raising concerns about irrational speculation and performance risks [2][4][9]. Group 1: Stock Trading Abnormalities - The company's stock price increased by more than 20% over two consecutive trading days on November 12 and 13, 2025, indicating abnormal trading activity [4]. - The stock has hit the daily limit price for four consecutive trading days, with a total increase of 46.40% during this period, which is significantly higher than the industry and Shanghai Composite Index [2][9]. Group 2: Company Financial Performance - For the first three quarters of 2025, the company reported a net loss attributable to shareholders of 151.05 million yuan, with a net loss of 151.71 million yuan after excluding non-recurring gains and losses [10]. - The company's price-to-book ratio stands at 6.35, which is significantly higher than the industry average of 3.30, indicating potential overvaluation [2][9]. Group 3: Investment and Operational Risks - The company announced an investment of 230 million yuan in Tieling Global New Energy Co., which has not yet commenced actual operations, posing risks of not achieving expected returns [3][11]. - The investment may lead to liquidity risks as it is primarily funded through bank loans, increasing the company's liabilities [11]. Group 4: Corporate Governance and Disclosure - The company has confirmed that there are no undisclosed significant matters or information that should have been disclosed, ensuring transparency in its operations [5][6][13]. - There have been no significant media reports or market rumors that could impact the stock price, and no insider trading activities were reported during the abnormal trading period [7][8].

Core Viewpoint - Guosheng Technology (603778.SH) experienced a significant stock price fluctuation, with a cumulative closing price deviation exceeding 20% over three consecutive trading days in October 2025 [1] Group 1: Stock Performance - The stock price of Guosheng Technology showed an abnormal fluctuation, with a cumulative closing price deviation exceeding 20% from October 14 to October 16, 2025 [1] Group 2: Investment Announcement - On October 15, 2025, Guosheng Technology announced an investment plan involving its subsidiary, Anhui Guosheng New Energy Technology Co., Ltd., which intends to invest 230 million RMB in Tieling Global to enhance the solid-state battery industry chain through AI intelligent manufacturing projects [1] - Tieling Global has not yet commenced actual production and operations, indicating potential risks in management and business operations in the future [1]

Core Viewpoint - The company announced a significant stock price fluctuation, with a cumulative increase of over 20% over three consecutive trading days, indicating abnormal trading activity [1] Financial Performance - The company reported a net loss attributable to shareholders of 96.34 million yuan for the first half of 2025, with a net loss of 99.19 million yuan after excluding non-recurring gains and losses [1] Corporate Actions - The company plans to increase its investment by 230 million yuan through its subsidiary, Anhui Guosheng New Energy Technology Co., Ltd., to develop an AI smart manufacturing project for the solid-state battery industry chain [1]

Core Viewpoint - Guosheng Technology (603778.SH) is seizing growth opportunities in the solid-state battery industry by increasing its investment in Tieling Global through its subsidiary Anhui Guosheng New Energy, with a total investment of RMB 3.5 billion, resulting in a 51.11% stake [1] Group 1: Investment Details - The company plans to invest RMB 2.3 billion to acquire a 51.11% stake in Tieling Global, while Jiangsu Global will invest RMB 1.2 billion for a 48.89% stake [1] - Following the capital increase, Tieling Global's registered capital will rise to RMB 450 million, and it will be included in the company's consolidated financial statements [1] Group 2: Project Overview - Tieling Global was established on August 19, 2025, as the implementation entity for a project aimed at producing 10 GWh of solid-state batteries through AI intelligent manufacturing [1] - The project has obtained necessary project filing procedures and intellectual property licenses for battery recycling and solid-state battery production [1] Group 3: Market Applications - The solid-state battery products will incorporate AI high-intelligence BMS core modules, targeting sectors such as embodied intelligence, low-altitude economy, smart energy storage, and intelligent driving [1] - Tieling Global has signed three domestic sales intention agreements and one international sales intention agreement [1] Group 4: Regulatory Support - The investment project has been included in the first batch of recommended lists for "new policy financial tools" by the National Development and Reform Commission for 2025 [1]