南财智讯11月21日电，方大集团在投资者关系活动中表示，公司BIPV组件转化效率已突破22.8%，赣州 基地年产能达120万平方米。在国家"双碳"战略目标指引下，公司重点发展光伏建筑一体化（BIPV）及 分布式光伏电站业务，已签约深圳市鹭湖中心、广州酷狗音乐大楼幕墙项目，均采用BIPV技术，为公 司可持续高质量发展注入新动能和新的增长极。 ...

证券代码： 000055、200055 证券简称：方大集团、方大 B 方大集团股份有限公司投资者关系活动记录表 | 投资者关系活动 | □特定对象调研 分析师会议 □ | | --- | --- | | 类别 | 媒体采访 业绩说明会 □ □ | | | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | 其他 （2025 年深圳辖区上市公司投资者网上集体接待日） ☑ | | 参与单位名称及 | 参与 2025 年深圳辖区上市公司投资者网上集体接待日活动的广 | | 人员姓名 | 大投资者 | | 时间 | 年 月 日 (周四) 下午 2025 11 20 14:30~17:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net）、微信 | | | 公众号、全景路演 APP | | 上市公司接待人 | 1、副董事长兼总裁：熊希 | | 员姓名 | 2、独立董事：曹钟雄 | | | 3、独立董事：詹伟哉 | | | 4、独立董事：宋明 | | | 5、董事兼财务负责人：林克槟 | | | 6、董事会秘书：叶志青 公司就投资者在本次说明会中提出的问题进行了回复： ...

Core Viewpoint - The company, Xiugang Co., Ltd., has announced a delay in the completion of its two major projects related to smart glass production and BIPV components, extending the expected completion date from December 31, 2025, to June 30, 2027, due to slow progress and market conditions [1][2][3]. Project Progress - The two projects, originally scheduled for completion by January 10, 2025, have now been delayed for the second time [2]. - As of the end of 2023, the company has utilized a total of 1.04 billion yuan of the raised funds, all of which has been allocated to supplementing working capital, achieving an investment progress of 57.93% [2]. - By September 30, 2025, the investment progress for the smart glass project was only 1.85%, with a total investment of approximately 9.19 million yuan, while the BIPV project had an investment progress of 15.04%, totaling approximately 37.30 million yuan [3]. Financial Performance - In the first half of 2025, the company reported a revenue of 840 million yuan, a year-on-year increase of 11.03%, and a net profit attributable to shareholders of 132 million yuan, up 9.01% [6]. - For the first three quarters of 2025, the total revenue reached 1.237 billion yuan, reflecting a year-on-year growth of 9.19%, while the net profit attributable to shareholders decreased by 5.90% to 171 million yuan [6]. Market Conditions - The delay in project completion is attributed to market order issues, with significant price reductions from customers and relatively high investment costs [4]. - The company has adopted a cautious approach to project implementation to mitigate risks associated with new capacity and market demand fluctuations [3].

Core Viewpoint - The 2025 Global Coastal Forum will be held in Yancheng, Jiangsu, focusing on "Beautiful Coast: Ecological Priority and Green Development," highlighting the city's commitment to green and low-carbon development [1] Group 1: Green Development Initiatives - Yancheng is recognized as a national pilot city for carbon peaking and a green low-carbon development demonstration zone, leveraging its unique coastal resources to promote technological and industrial innovation [1] - The Yancheng Green Low-Carbon Science and Technology Innovation Park aims to establish a complete chain from basic research to industrial application, focusing on seven key areas: wind power, photovoltaics, hydrogen energy, energy storage, dual carbon, marine economy, and modern agriculture [3] Group 2: Wind Power Innovations - Goldwind Technology has established a research institute in the wind power innovation center, focusing on the development of offshore wind turbines with capacities of 18MW and above, improving annual energy production by 1% to 3% through advanced algorithms [5] - The wind power innovation center has created a cluster effect with multiple upstream and downstream enterprises, leading to the establishment of a national wind power technology innovation center in Jiangsu [5] Group 3: Photovoltaic Developments - The photovoltaic innovation center hosts companies like Yancheng Green Building Photovoltaics, focusing on new N-type and perovskite solar cells, high-transparency colored photovoltaic glass, and integrated building photovoltaic systems [6] - A testing and certification platform for renewable energy products has been established, allowing local companies to conduct necessary certifications on-site, enhancing their competitive edge in domestic and international markets [6] Group 4: Hydrogen Energy Advancements - The Hydrogen Energy Innovation Center has created a comprehensive testing platform for the hydrogen energy industry, providing support for over 90% of the industry chain and achieving national CMA certification [8] - Collaborations with international entities, such as the establishment of a joint laboratory with Germany's Rhine Testing, enable dual certification for hydrogen energy products, facilitating market access [8] Group 5: Broader Technological Ecosystem - The energy storage innovation center is focusing on lithium battery materials and solid-state batteries, while the zero-carbon service center offers a range of carbon-related services [9] - The marine economy research institute is dedicated to marine renewable energy and resource utilization, while agricultural innovation centers are working on seed breeding and smart agricultural machinery [9] - Yancheng plans to accelerate the integration of its seven thematic scenarios—wind, solar, hydrogen, storage, carbon, marine, and agriculture—aiming to create a comprehensive industrial ecosystem [9]