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晶澳科技: 第六届董事会第四十次会议决议公告
Zheng Quan Zhi Xing· 2025-06-09 13:00
证券代码:002459 证券简称:晶澳科技 公告编号:2025-049 债券代码:127089 债券简称:晶澳转债 晶澳太阳能科技股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 晶澳太阳能科技股份有限公司(以下简称"公司")第六届董事会第四十次 会议于 2025 年 6 月 9 日在公司会议室以现场结合通讯表决方式召开。 召开本次会议的通知已于 2025 年 6 月 5 日以电话、电子邮件等方式通知了 各位董事。本次会议由公司董事长靳保芳先生主持,会议应出席董事 9 名,实际 出席董事 9 名,符合《中华人民共和国公司法》 (以下简称"《公司法》")及《晶 澳太阳能科技股份有限公司章程》 (以下简称"《公司章程》")的规定。经与会董 事认真审议,会议以记名投票表决方式通过如下议案: 一、 审议通过《关于变更公司注册资本的议案》 表决结果:9 票同意、0 票反对、0 票弃权。 本议案需提交股东大会审议。 具体内容详见同日披露于巨潮资讯网(http://www.cninfo.com.cn)的《关于 变更公司注册资本并修订 <公司章程> 的公告》。 二 ...
IRA税收抵免岌岌可危,美国太阳能装机量未来五年恐降10%
智通财经网· 2025-06-09 06:55
Core Insights - The U.S. solar industry is expected to see a decline in new installed capacity over the next five years due to federal policy shifts favoring fossil fuels, tariffs, and other challenges [1] - The American Solar Energy Association and Wood Mackenzie predict that new solar capacity in 2030 will be over 10% lower than in 2025 [1] - The industry installed 10.8 GW of capacity in Q1 this year, a 7% year-over-year decline, but still near historical highs [1] Group 1 - The report highlights the anticipated impact of new federal tariffs on key imported materials like steel and aluminum on solar projects [1] - The potential cuts to clean energy tax credits proposed by Congressional Republicans could pose another significant threat to the industry [1] - The solar sector accounted for 69% of the newly added electricity generation in the latest quarter [1] Group 2 - The U.S. solar industry is projected to install 48.6 GW of capacity this year, but this is expected to drop to 43.5 GW by 2030 [2] - Demand from corporate buyers for utility-scale projects is driving industry momentum, despite concerns over federal policies limiting growth [2] - Residential installations fell by 13% to 1.1 GW in Q1, while the utility sector accounted for 9 GW of installations [2] Group 3 - States like Texas, Florida, Ohio, Indiana, and California contributed to 65% of the new capacity [2] - Rising electricity prices are making solar more attractive to consumers, with expected growth in the residential segment from 2025 to 2030 [2] - The industry is currently facing challenges such as high interest rates, tariffs, and less favorable state policies [2]
中国光伏商城www.pvshop.cn
Sou Hu Cai Jing· 2025-06-09 01:02
Group 1: Global Recognition Day and Its Importance - The theme for World Accreditation Day 2025 is "Empowering Small and Medium Enterprises" [1] - Established in 2008, World Accreditation Day aims to promote the development of certification and accreditation activities globally [1] - Recognition plays a crucial role in reducing trade and business costs, providing trust within supply chains [1] Group 2: International Mutual Recognition and Economic Impact - The international mutual recognition system covers economies that account for 96% of global GDP, supporting cross-border trade [2] Group 3: Trends in Quality Recognition in the New Energy Sector - The focus is shifting from single product performance to a comprehensive assessment of technology, environmental impact, and social benefits [4] - Companies are required to embed certification requirements during the R&D phase and utilize digital tools to enhance quality credibility [4] Group 4: Key Characteristics of Quality Recognition in 2025 - Global standardization and certification systems are being accelerated, with major economies collaborating to reduce trade barriers [5] - Lifecycle quality assessment is becoming central, with policies like the EU's Carbon Border Adjustment Mechanism (CBAM) enforcing carbon footprint tracking [6] - Safety standards are being upgraded, particularly for power batteries, with new national standards imposing higher requirements [7] - Mandatory certification for charging facilities will be enforced starting March 2025, with unapproved products banned from production and sale by August 2026 [8] - Stricter dual credit policies are increasing the difficulty of obtaining new energy credits, pushing for technological optimization [9] - New standards require comprehensive environmental management throughout the product lifecycle, emphasizing green supply chain management [10] Group 5: Differentiated Quality Competition in Niche Markets - In the power battery sector, safety certifications and fast charging cycle life are critical indicators for competition [11] - Hydrogen energy certification and pressure testing standards will influence commercialization, with Japan and China potentially leading in this area [11] - In the photovoltaic sector, parameters like PID resistance and bifacial generation rates will distinguish high-end from low-end markets [12] Group 6: Policy-Driven Quality Standards - New regulations in China may mandate transparency in battery health data, compelling companies to optimize battery management systems [13] - U.S. and EU regulations are reshaping supply chain quality competition through local production requirements and recycling material quotas [13] Group 7: Consumer Awareness and Brand Trust - The proliferation of quality transparency tools such as blockchain traceability and third-party evaluation platforms is influencing purchasing decisions [14] - A "zero-defect culture" is emerging, with companies enhancing defect repair capabilities through over-the-air updates, challenging traditional recall models [14]
苏州大学双破钙钛矿电池效率纪录
news flash· 2025-06-08 06:39
智通财经6月8日电,近日,苏州大学教授彭军、张晓宏团队联合澳大利亚新南威尔士大学及浙江省白马 湖实验室,在单结钙钛矿太阳能电池领域取得重大突破,其研发的0.1平方厘米单结钙钛矿电池认证稳 态效率达27.3%,1平方厘米单结钙钛矿电池认证稳态效率达26.9%,双双刷新该面积段世界纪录,同步 登顶国际权威最新一期《太阳能电池效率表》(第66版)。 苏州大学双破钙钛矿电池效率纪录 ...
Warburg Pincus持股的能源公司Solar Mosaic申请破产。
news flash· 2025-06-06 19:35
Core Insights - Solar Mosaic, an energy company backed by Warburg Pincus, has filed for bankruptcy [1] Company Summary - The filing indicates significant financial distress within Solar Mosaic, which may impact its operations and stakeholders [1] Industry Context - The bankruptcy of Solar Mosaic reflects broader challenges in the energy sector, particularly for companies reliant on external funding and investment [1]
新股消息 | 晶澳科技(002459.SZ)拟港股IPO 中国证监会要求补充说明公司及下属公司存在未决诉讼等事项
智通财经网· 2025-06-06 11:54
Group 1 - The China Securities Regulatory Commission (CSRC) has requested JinkoSolar Technology Co., Ltd. to provide supplementary information regarding pending litigation and safety production-related administrative penalties before its overseas listing [1][2] - JinkoSolar's main business includes the research, production, and sales of solar photovoltaic silicon wafers, cells, modules, and energy storage systems, as well as the development, construction, and operation of solar power plants [2] - According to Frost & Sullivan, JinkoSolar ranked third globally in photovoltaic module shipments in 2024, with a market share of 12.3%, and has maintained a position in the global top four for ten consecutive years since 2015 [2] Group 2 - As of December 31, 2024, JinkoSolar's products are sold in 178 countries and regions worldwide, with over half of its sales revenue coming from international markets [2] - The company has established 16 overseas sales offices and seven regional operation centers globally [2]
异动盘点0606|美股风云再起:稳定币巨头Circle首日飙升168%,特斯拉重挫14%
贝塔投资智库· 2025-06-06 03:40
点击蓝字,关注我们 今日上午港股 1. 信义能源(03868)再涨超5%。 消息面上,信义能源、信义光能联合公布,建议中国上市的申请材料 已递交予发改委。太阳能发电场基础设施REIT拟于中国一家证券交易所上市,仍需获得监管机构批 准及豁免。 2. 石药集团(01093)涨超3%。 6月5日,石药集团发布公告,集团开发的腺苷钴胺胶囊(0.5mg)("该产 品")已获得中国国家药品监督管理局颁发的药品注册批件,并视同通过仿制药质量和疗效一致性评 价。 3. 东岳集团(00189)涨超5%。 据百川盈孚数据,第三代主流制冷剂R32(主要用于家用和商用空 调),目前其国内均价每吨已突破5万元大关,同比增长42%;截至6月5日,R32行业毛利润达3.5万 元/吨,较去年同期每吨毛利润增加超过1万元。 4. 康诺亚-B(02162)涨超3%。 近日,康诺亚在药物临床试验登记与信息公示平台官网上登记了一项 CDH17ADC药物CM518D1治疗晚期实体瘤的I/II期临床研究。据公开资料显示,这是该药首次启动临 床。 5. 药师帮(09885)再涨超6%。 药师帮公告,与越疆科技(02432)订立战略合作与业务部署协议。 6 ...
太阳能(000591) - 2025年6月5日 太阳能投资者关系关系活动记录表
2025-06-06 01:08
证券代码:000591 证券简称:太阳能 中节能太阳能股份有限公司 投资者关系活动记录表 编号:2025-08 | | ☑特定对象调研 | □分析师会议 | | | --- | --- | --- | --- | | 投 资 者 关 系 活 动 类 | □媒体采访 | □业绩说明会 | | | 别 | □新闻发布会 | □路演活动 | | | | □现场参观 | | | | | □其他 | | | | 参 与 单 位 | 嘉实基金 李广胜平安养老 | 金浩枫 | | | 名 称 及 人 | 银华基金 华强强永盈基金 | 马瑞山 | | | 员姓名 | 华夏基金 张越洋中邮基金 | 廖靖威 | | | | 中信资管 樊婀琳 | 财通基金 | 李浩时 | | 时间 | 年 月 日 (周四)上午 2025 6 5 | | 10:30~11:20 | | 地点 | 电话会议 | | | | 公 司 接 待 人员姓名 | 董事会办公室(法律风控部): | | 黄中化 张文婷 | | | 一、介绍公司整体情况。 | | | | 交 流 内 容 | | | | | | 二、提问及公司回复情况 | | | | 及 具 体 问 ...
中节能太阳能股份有限公司关于回购公司股份进展情况的公告
Core Viewpoint - The company has announced a share repurchase plan aimed at reducing its registered capital by buying back shares for cancellation, with a total funding of between RMB 100 million and RMB 200 million [2]. Group 1: Share Repurchase Plan - The company plans to repurchase its A-shares using self-owned funds and a special loan for stock repurchase, with a maximum repurchase price of RMB 6.69 per share [2]. - The repurchase period is set for 12 months from the approval date at the 2024 annual general meeting [2]. - As of May 31, 2025, the company has not yet implemented any share repurchases, which aligns with the established plan and legal requirements [3]. Group 2: Compliance and Future Actions - The company will disclose the progress of the share repurchase in accordance with relevant regulations, specifically within the first three trading days of each month [3]. - Future repurchases will be conducted based on market conditions, and the company will fulfill its information disclosure obligations timely [4].
进出区总货值达60多亿元
Guang Zhou Ri Bao· 2025-06-05 20:16
公司负责人告诉记者,吸引他入区的正是综合保税区的政策优势和区位优势。拱北海关所属高栏海关前 期指派业务骨干与公司对接,全程指导申报,实施"卡口登记货物简化进出区"模式,大幅精简境内入区 货物申报要素,有效提高申报效率。 珠海富山爱旭太阳能科技有限公司的物流高级工程师李文娟称:"我们生产的光伏组件体积大、货值 高。高栏海关创新实施'一票多车'申报模式,企业仅需安排数辆货车分批次、多频次运输即可完成同等 规模货物出区,极大简化了物流组织。现在我们只需要安排3辆货车来回跑就行,省了8万多元,够给车 队加半年油了。" 支撑这些企业高效运转的,还有园区智慧监管平台。"智能卡口"监管系统对进出车辆 实现分级管理,无异常车辆数秒即可自动验放。仓储管理系统实现海关与企业的仓储数据实时联网,提 升监管精准度和服务响应速度。这些智慧化的手段共同优化了整体的通关环境。 广州日报讯 (全媒体记者陈治家通讯员张苑瑜、张倩摄影报道)昨日,珠海高栏港综合保税区迎来封 关运作两周年。两年来,进出区总货值达到60多亿元,成为珠江口西岸外向型经济增长的新引擎。 一片片晶圆通过研磨、切割、封装、测试、贴片等一系列工序加工成各类集成电路产品……走进 ...