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 ...

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]

Core Viewpoint - Suzhou University has achieved significant breakthroughs in the field of single-junction perovskite solar cells, setting new world records for efficiency in specific area categories [1] Group 1: Efficiency Records - The research team developed a 0.1 square centimeter single-junction perovskite solar cell with a certified steady-state efficiency of 27.3% [1] - A 1 square centimeter single-junction perovskite solar cell achieved a certified steady-state efficiency of 26.9% [1] - Both efficiencies have set new world records in their respective area categories and topped the latest edition of the authoritative "Solar Cell Efficiency Table" (66th edition) [1]

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].

Core Insights - The Zhuhai Gaolan Port Comprehensive Bonded Zone has achieved a total cargo value of over 6 billion yuan in its two years of operation, becoming a new engine for export-oriented economic growth in the Pearl River Delta region [1] - The zone has attracted companies like Micron Technology (Zhuhai) Co., Ltd., which benefits from the policy and location advantages of the bonded zone, particularly in terms of customs clearance efficiency and cost [1] Group 1 - The bonded zone has facilitated the processing trade by allowing companies to import raw materials and export finished products, significantly impacting their production expansion plans [1] - The implementation of a simplified customs declaration process by the Gaolan Customs has improved the efficiency of cargo entry into the zone, enhancing the overall operational environment for businesses [1] Group 2 - Zhuhai Fushan Aishux Solar Technology Co., Ltd. has benefited from the innovative "one ticket multiple vehicles" declaration model, which allows for reduced logistics costs and simplified transportation logistics [2] - The smart regulatory platform in the zone, including the "smart gate" system and real-time data connectivity between customs and enterprises, has optimized customs clearance and improved service response times [2]

Group 1 - Tesla's stock has dropped by 5.9%, with a cumulative decline of approximately 12% over the last five days [1] - President Trump has responded to Elon Musk's criticism regarding the U.S. tax legislation draft [2] - Musk expressed indifference towards how the Trump administration plans to cut electric vehicle tax credits and solar incentives in the tax law draft [2]

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about First Solar (FSLR) .First Solar currently has an average brokerag ...

Core Viewpoint - Bank of America predicts that silver prices will reach $40 by the end of this year or early 2026, driven by industrial demand and a shift in the market dynamics of silver [1] Group 1: Industrial Demand - Industrial demand for silver is expected to hit a record high in 2024, contributing to a structural deficit in the silver market for the fourth consecutive year [1] - The growth in the green energy sector, particularly solar energy, is anticipated to significantly boost industrial demand for silver [1] Group 2: Market Dynamics - Historically, silver's value has been driven by its precious metal characteristics, but the industrial aspect is becoming increasingly important [1] - Concerns over tariffs and supply chain disruptions have posed challenges, yet strong industrial demand is expected to persist into 2025 [1] Group 3: Future Outlook - Silver is recognized as the best conductor of electricity, which will play a crucial role in investments related to solar panels and electrification [1] - A more stable industrial activity environment is projected to enhance silver's market performance [1]

Core Viewpoint - The company, Lingda Group Co., Ltd., is facing delisting risk warnings due to significant financial losses and negative net assets as reported in its 2024 financial statements [1][2][3] Summary by Sections 1. Delisting Risk Warning - The company reported a net profit of -855.79 million yuan after deducting non-recurring gains and losses for the year 2024, with a total revenue of 57.85 million yuan and a year-end net asset value of -538.41 million yuan [1][2] - According to the Shenzhen Stock Exchange's listing rules, the company's stock will be subject to delisting risk warnings starting April 25, 2025, due to negative values in key financial metrics [2][3] 2. Other Risk Warnings - The company has negative values for the lowest net profit attributable to the parent company from 2022 to 2024, and the 2024 financial report received an audit report with a significant uncertainty regarding its ability to continue as a going concern [3] - The internal control audit report for 2024 received a negative opinion, and there are ongoing issues with a subsidiary's production line involving illegal guarantees [3][4] - The company is also facing unresolved illegal guarantee situations, which contribute to additional risk warnings [3][5] 3. Remedial Measures and Progress - The company plans to control liquidity risks, enhance budget management, and improve internal accountability to boost profitability [4][5] - It aims to optimize its capital structure and enhance risk resistance through various measures to promote long-term healthy development [4] - The company is committed to strengthening the effectiveness of internal control execution and addressing existing deficiencies [5][6] 4. Other Information - The company is currently undergoing a pre-restructuring process, which is a preliminary step before a formal restructuring plan can be approved by the court [6] - If the restructuring is successful, it may improve the company's asset-liability structure and operational capabilities; however, failure to restructure could lead to bankruptcy and potential delisting [6][7]

Group 1: Solar Water Heater Issues - Solar water heaters were once popular for being eco-friendly and cost-effective, but their usage has declined due to performance issues in poor weather conditions [2][3] - Users experience dissatisfaction when solar water heaters fail to provide hot water during cloudy or winter days, leading to a negative user experience [2] - Maintenance costs for solar water heaters can be high, often approaching the cost of a new unit, due to frequent repairs needed after prolonged outdoor exposure [3] Group 2: Challenges in Solar Power Industry - The solar power industry in the U.S. has faced significant challenges, particularly after the repeal of key federal incentives under the Trump administration, leading to delays and reduced installation rates [4] - In China, while solar installation capacity has increased, the growth rate has slowed, and prices for key components like polysilicon and solar cells have dropped significantly, causing many companies to incur losses [5] - The solar thermal power sector has not seen significant new projects since 2020, with existing policies lacking continuity, which hampers further development [5] Group 3: Future Prospects - Despite current challenges, there are opportunities for growth in the solar industry, particularly through technological innovation and international cooperation, as evidenced by participation in events like the European International Solar Exhibition [6] - China is positioned as a leading player in the global photovoltaic market, with many companies showcasing innovative products and technologies [6]