智通财经记者｜马悦然 托底无锡尚德的有可能是同行。 7月8日，弘元绿色能源股份有限公司（下称弘元绿能，603185.SH）公告，7月7日，其控股子公司弘元光能（无锡）有 限公司（下称弘元光能）与江苏顺风光电科技有限公司（下称顺风光电）签署了《合作经营协议》。 5月26日，无锡市新吴区人民法院作出对顺风光电下属无锡尚德太阳能电力有限公司（下称无锡尚德）进行预重整的决 定。公告称，弘元绿能有意向作为投资人参与无锡尚德的预重整事项。 弘元绿能计划，与无锡尚德等公司合作开展生产经营管理，以帮助顺风光电维持无锡尚德的稳定运营。 同时，顺风光电与厦门建发新兴能源有限公司前期签订的《合作经营协议》同步终止。 这意味着，弘元绿能将接替厦门建发，成为无锡尚德新的托管方。目前，光伏行业出清尚未看到曙光，也几乎没有业内 企业兼并重组的实例。 7月9日，智通财经致电弘元绿能证券部询问上述事宜，相关人士回应称，公司暂没有参与无锡尚德的重组，目前公告内 容是指参与了无锡尚德的合作经营，不涉及资金投入。在托管期间，也不涉及尚德的股权等。 该人士称，弘元绿能参与无锡尚德的托管有多方面原因，首先是响应国家号召，国家目前主旋律是要做资源整合，其 ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力收盘价:多晶硅(日,元/吨) | 33535 | 220 8-9月多晶硅价差 | 550 | 20 | | | 主力持仓量:多晶硅(日,手) | 66333 | -2729 多晶硅-工业硅价差(日,元/吨) | 25475 | 190 | | 现货市场 | 品种现货价:多晶硅(日,元/吨) | 34500 | 0 多晶硅(菜花料)平均价(日,元/千克) | 28 | 0 | | | 基差:多晶硅(日,元/吨) | 1185 | -1600 多晶硅(致密料)平均价(日,元/千克) | 29.5 | 0 | | | 光伏级多晶硅周平均价(周,美元/千克) | 4.22 | -0.03 多晶硅(复投料)平均价(日,元/千克) | 31 | 0 | | 上游情况 | 主力合约收盘价:工业硅(日,元/吨) | 8060 | 30 出口数量工业硅(月,吨) | 52919.65 | -12197.89 | | | 品种现货价:工业硅(日,元/吨 ...

Core Viewpoint - Zhejiang Baida Precision Engineering Co., Ltd. (the "Company") reported a significant decline in its 2024 annual performance, primarily due to asset impairment provisions related to its solar cell project, which is currently on hold and not yet completed [1] Group 1: Project Investment and Progress - The Company has invested in a 4.5GW TOPCON solar cell project through its subsidiary, Jiangxi Baida New Energy Co., Ltd., with an expected investment of 1.331 billion yuan and a construction period of 10 months [1] - As of the end of the reporting period, the project was 62% complete, with a construction balance of 663 million yuan, accounting for approximately 50% of the Company's net assets [1] - The Company has recognized an impairment provision of 72.24 million yuan for the project due to slower-than-expected progress and the project not being operational [1] Group 2: Financial Impact and Future Outlook - The Company plans to further assess the project and may recognize additional impairment provisions based on the prudence principle, which could adversely affect its profits [1] - The Company has established a partnership with Suzhou Zhonglai Photovoltaic New Materials Co., Ltd. to enhance its technical capabilities, although it acknowledges the risks associated with cross-industry operations [1] - The Company has decided to suspend the remaining 1.5GW of the TOPCON solar cell project investment due to intensified competition and significant price declines in the photovoltaic industry [5] Group 3: Market Conditions and Strategic Decisions - The solar cell market has experienced rapid fluctuations, leading the Company to slow down its project construction pace, with plans to resume based on market conditions [5] - The management has conducted feasibility studies and believes that the investment decision was reasonable and prudent, considering existing asset utilization and local government support [5] - The Company expects that the solar cell market will stabilize and improve by 2026, with a gradual return to normal profitability levels by 2029-2032 [8]

www.lhratings.com 联合〔2025〕4334 号 联合资信评估股份有限公司通过对宁波博威合金材料股份有限 公司主体及其相关债券的信用状况进行跟踪分析和评估，确定维持 宁波博威合金材料股份有限公司主体长期信用等级为 AA，维持"博 特此公告 联合资信评估股份有限公司 评级总监： 二〇二五年六月十三日 跟踪评级报告 | 1 宁波博威合金材料股份有限公司 公开发行可转换公司债券 声 明 一、本报告是联合资信基于评级方法和评级程序得出的截至发表之日的 独立意见陈述，未受任何机构或个人影响。评级结论及相关分析为联合资信 基于相关信息和资料对评级对象所发表的前瞻性观点，而非对评级对象的事 实陈述或鉴证意见。联合资信有充分理由保证所出具的评级报告遵循了真 实、客观、公正的原则。鉴于信用评级工作特性及受客观条件影响，本报告 在资料信息获取、评级方法与模型、未来事项预测评估等方面存在局限性。 二、本报告系联合资信接受宁波博威合金材料股份有限公司（以下简称 "该公司"）委托所出具，除因本次评级事项联合资信与该公司构成评级委 托关系外，联合资信、评级人员与该公司不存在任何影响评级行为独立、客 观、公正的关联关系。 ...

5月25日至29日，第二十届中国西部国际博览会在四川成都举行，国内外3000余家企业参展。作为中国 对外开放的重要窗口，本届西博会共签约投资合作项目416个，投资金额3543亿元，推出对外招商投资 合作项目超2200个，投资金额超3.7万亿元，向世界充分展示了中国西部的发展潜力和投资吸引力，为 西部地区高质量发展注入新动能。 投资前景受瞩目 近年来，西部地区充分发挥特色优势，融入全球产业链供应链，在科技创新、产业升级、对外贸易拓展 等方面取得了丰硕成果。西博会，正是展示成果、释放机遇的最佳平台。 青海省近年来在生态文明高地建设、产业"四地"发展、绿色算力产业推进等方面取得了可喜的成 就。"青海省组织了20余家优质特色企业亮相本届西博会，旨在进一步拓展消费市场，助力'青字号'产 品提升市场影响力。"青海省工业和信息化厅经济协作处副处长马顺祥介绍。 "展台展示的超高剂量率电子射线放射治疗系统（e-Flash）通过在极短时间内释放超高剂量率的电子射 线对肿瘤进行治疗，大幅提升癌细胞杀伤效率，有效缩短放疗时间。"中玖闪光医疗科技有限公司市场 专员张裕芊向记者介绍。环视绵阳馆，小型核动力装置模型、花瓣加速器模型等20余 ...

Core Viewpoint - The report provides a verification of the use of previously raised funds by Suzhou Mawei Technology Co., Ltd., confirming that the funds have been utilized in accordance with regulatory requirements and that there are no significant misstatements in the financial reporting [1][2]. Summary by Sections Previous Fundraising Overview - The total amount raised from the issuance of shares was approximately RMB 608.50 million, with a net amount of RMB 604.69 million after deducting issuance costs [3]. - A second issuance raised approximately RMB 2.81 billion, with a net amount of RMB 2.79 billion after costs [4]. Fund Usage and Balance - As of December 31, 2024, the company has fully utilized the funds from the first issuance, totaling RMB 607.94 million [5]. - The remaining balance of unutilized funds as of December 31, 2024, is RMB 380.20 million, primarily held in structured deposits [5][6]. Fund Management - The company has established a fund management system in compliance with regulatory requirements to protect investor interests [5]. - A tripartite supervision agreement was signed with the sponsor and banks to ensure proper management of the raised funds [5]. Investment Project Performance - There have been no changes to the investment projects funded by the previous fundraising [6][7]. - The projects funded have not reported any inability to account for benefits separately, nor have they fallen below the promised return thresholds [7]. Idle Fund Management - The company has received approval to use idle funds for cash management, allowing for investment in low-risk financial products [8][9]. - As of December 31, 2024, the company has utilized idle funds for structured deposits, with a balance of RMB 380 million in such investments [9][10]. Comparison with Public Disclosures - The actual use of funds aligns with previously disclosed information in regular reports [10]. Other Matters - The company plans to use surplus funds from specific projects to supplement working capital for daily operations [10].

股东转让近半股份套现3.8亿 询价转让最终结果显示，苏州迈拓本次询价转让的股份数为556.7万股，占其所持股份的47.35%，最终 确认转让价格为68.31元/股，交易金额3.8亿元。 证券之星陆雯燕 近期，迈为股份（300751）(300751.SZ)股东苏州迈拓创业投资合伙企业(有限合伙)(下称"苏州迈拓")以 3.8亿元转让所持部分股份。股东套现背后，迈为股份正面临业绩增长乏力、现金流恶化的经营压力。 证券之星注意到，在光伏新增产能大幅放缓的当下，"卖铲人"面临的风险逐渐显现。迈为股份存货、应 收账款双双高企，巨额减值成为净利润增速放缓的"元凶"。当前TOPCon技术主导市场，HJT技术路线 尚未打开局面，迈为股份的战略选择正面临严峻考验。尽管公司押注半导体显示行业寻求突破，但新业 务仍处"烧钱"培育期，营收占比微乎其微。多重挑战下，迈为股份正经历转型阵痛期。 转让股份来源为首发前股份，苏州迈拓彼时的认购价为6.6元/股，这也意味着苏州迈拓获利近3.44亿 元。据悉，苏州迈拓为迈为股份控股股东及实控人的一致行动人，迈为股份实控人周剑、王正根合计持 有其75.17%的份额，二者也将在此次股权转让中获得约2 ...

金融界2025年5月23日消息，国家知识产权局信息显示，浙江爱旭太阳能科技有限公司、广东爱旭科技 有限公司、天津爱旭太阳能科技有限公司、珠海富山爱旭太阳能科技有限公司、滁州爱旭太阳能科技有 限公司取得一项名为"太阳能电池片、TOPCon电池、光伏组件及叠层电池"的专利，授权公告号 CN222897501U，申请日期为2024年07月。 专利摘要显示，本实用新型适用于太阳能发电技术领域，提供了一种太阳能电池片、TOPCon电池、光 伏组件及叠层电池，太阳能电池片包括硅衬底，硅衬底具有相对的正面和背面，硅衬底的正面设置有第 一绒面，硅衬底的正面边缘的预设范围区域设置有第二绒面，第一绒面具有微型金字塔结构，第二绒面 具有塔尖圆润金字塔结构。通过上述设置，在硅衬底的正面形成有具有微型金字塔结构的第一绒面，并 在第一绒面的基础上二次刻蚀形成具有塔尖圆润金字塔结构的第二绒面，降低硅衬底正面的掺杂浓度， 降低硅衬底正面的表面复合，从而提高开压和提高电流，提升转换效率。 天眼查资料显示，浙江爱旭太阳能科技有限公司，成立于2016年，位于金华市，是一家以从事电气机械 和器材制造业为主的企业。企业注册资本569189.3935万 ...

Core Viewpoint - The company, Ainengju, emphasizes its commitment to increasing investment in distributed photovoltaic power stations and enhancing its research and development efforts as part of its future development strategy [1][2]. Group 1: Business Strategy - Ainengju focuses on a three-in-one model of "investment, operation, development, and product manufacturing" to ensure efficient collaboration among its business segments [1]. - The company plans to continue increasing investments in distributed photovoltaic power stations and actively participate in market-oriented electricity trading [1]. Group 2: Financial Performance - In 2024, Ainengju's revenue from distributed photovoltaic power station investment and operation increased by 8.24% year-on-year, despite a significant decline in overall revenue due to the impact of crystalline silicon solar cell sales [2]. - The company aims to enhance its market share by expanding its customer base while maintaining service quality for existing clients [2]. Group 3: Market Positioning and Future Plans - Ainengju is committed to a market value management plan centered on intrinsic company value, focusing on improving information disclosure and communication with the market [2]. - The company intends to improve production processes, update technology, and enhance research and design capabilities to solidify its core competitive advantages and expand its operational scale [2].

出品：新浪财经上市公司研究院 作者：昊 近日，迈为股份披露股东询价转让计划。拟参与询价转让的股东为苏州迈拓创业投资合伙企业（有限合伙），拟转让股份总数为556.7万股，占公司总股本 的比例为2.00%，初步确定的转让价格为68.31元/股，受让方通过询价转让受让的股份，在受让后6个月内不得转让。 专题：新浪财经上市公司研究院 值得注意的是，今年一季度，迈为股份归母净利润大降37%，也是上市7年来首次一季度同比下滑，业绩降幅进一步加速。 此外，与捷佳伟创相比，无论是业绩、净利率还是期间费用率，迈为股份的表现均显著落后。在光伏电池片从P型向N型的转型期，HJT路线相较于TOPCON 路线，市场接受度明显处于下风。 不仅如此，2018年上市以来，迈为股份三次直接融资合计41亿，用于扩产和补流，但有息负债率仍远超捷佳伟创。 2017年，迈为股份开始筹划布局半导体和显示面板设备业务，2023年又加大投入，但到2024年末，来自上述业务的收入占比不足0.7%。考虑到此前HJT和钙 钛矿等业务的宏大叙事尚未兑现，迈为股份泛半导体新业务的前景令人担忧。 归母净利润罕见大降37% 净利率持续下行与同行背离扩大 日前，迈为股份公 ...