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。 重要内容提示： ● 证券停复牌情况：适用 因筹划发行股份及支付现金购买资产并募集配套资金事项,本公司的相关证券停复牌情况如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600438 证券简称：通威股份 公告编号：2026-009 通威股份有限公司 关于筹划发行股份及支付现金购买资产并募集配套资金 事项的停牌公告 ■ 一、停牌事由与工作安排 通威股份有限公司（以下简称"通威股份"、"公司"）正在筹划通过发行股份及支付现金的方式，购买青 海丽豪清能股份有限公司（以下简称"丽豪清能"）100%股权，并募集配套资金（以下简称"本次交 易"）。本次交易不会导致公司控股股东、实际控制人变更，不构成关联交易，预计不构成重大资产重 组。 因本次交易尚处于筹划阶段，有关事项尚存在不确定性，为保证公平信息披露，维护投资者利益，避免 对公司股价造成重大影响，根据上海证券交易所的相关规定，经公司申请，公司股票、可转债债券以及 可转债转股自2026年2月25日（星期三）开市起开始停牌， ...

Core Viewpoint - The acquisition of Qinghai Lihua Qingneng Co., Ltd. by Tongwei Co., Ltd. is a significant move in the silicon material industry, aimed at optimizing the photovoltaic sector and addressing internal competition issues [2][6]. Group 1: Acquisition Details - Tongwei plans to acquire 100% of Lihua Qingneng through a combination of issuing shares and cash payments, with the stock expected to be suspended for up to 10 trading days starting February 25, 2026 [2]. - The acquisition will increase Tongwei's silicon material production capacity to over 1 million tons annually, combining its existing capacity of over 900,000 tons with Lihua Qingneng's planned capacity of 200,000 tons [3][6]. Group 2: Company Background - Lihua Qingneng specializes in the research, production, and sales of photovoltaic-grade high-purity crystalline silicon and electronic-grade polysilicon, with a total planned investment of 20 billion yuan for its production projects [3]. - The company is located in the Xining Economic and Technological Development Zone and has significant production projects planned, including a 200,000-ton photovoltaic-grade high-purity crystalline silicon project [3]. Group 3: Industry Implications - The merger is seen as a strategic move to combat the "involution" within the photovoltaic industry, enhancing Tongwei's leading position in the polysilicon sector during a current industry downturn [6]. - The integration is expected to facilitate management synergy and cultural alignment between the two companies, reducing acquisition risks and enhancing operational efficiency [5][6]. - The acquisition aligns with national policies encouraging industry consolidation, which is viewed positively by market participants [5].

控制权收购 光线传媒（300251.SZ）：截至2026年2月23日24时，公司子公司参与的影片《飞驰人生3》累计票房收 入（含服务费）约29.26亿元，超过公司最近一个会计年度经审计的合并财务报表营业收入的50%。截 至2026年2月23日，公司来源于该影片的营业收入区间约为人民币4300万元至人民币5300万元（最终结 算数据可能存在误差）。 截至2026年2月23日24时，公司子公司参与的影片《惊蛰无声》累计票房收入（含服务费）约为人民币 8.67亿元，超过公司最近一个会计年度经审计的合并财务报表营业收入的50%。截至2026年2月23日， 公司来源于该影片的营业收入区间约为人民币520万元至人民币660万元（最终结算数据可能存在误 差）。 股权收购 通威股份（600438.SH）：公司正在筹划通过发行股份及支付现金的方式，购买青海丽豪清能股份有限 公司100%股权，并募集配套资金。本次交易不会导致公司控股股东、实际控制人变更，不构成关联交 易，预计不构成重大资产重组。公司股票、可转债债券以及可转债转股自2026年2月25日（星期三）开 市起开始停牌，预计停牌时间不超过10个交易日。 长芯博创（3005 ...

| | | 【2月24日晚间重要公告一览】 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 业绩精选 | 三生国健 | 业绩快报:2025年度净利润同比增长317. 09% | | | 中微半导 | 业绩快报:2025年度净利润同比增长108.05% | | | 交控科技 | 业绩快报:2025年度净利润同比增长86.13% | | | 赤泊尔 | 业绩快报:2025年度净利润20.97亿元 同比下降6.58% | | | 温氏股份 | 业绩快报:2025年度净利润52. 35亿元 同比下降43. 59% | | 定增&重组 | 东阳光 | 筹划收购东数一号控制权 股票停牌 | | | 通威股份 | 筹划购买丽豪清能100%股权 25日起停牌 | | | 开普云 | 终止重大资产重组事项 | | | ST人福 | 拟向控股股东定增募资30亿至35亿元 | | 東大事项 | 长芯博创 | 拟收购上海鸿辉光联通讯技术有限公司93.8108%股权 | | | 光线传媒 | 截至2月23日来源于电影《飞驰人生3》的营收约为4300万至5300万元 | | | 中顺洁柔 | 拟斥资 ...

Core Viewpoint - Tongwei Co., Ltd. is planning to acquire 100% equity of Qinghai Lihua Qingneng Co., Ltd. through a combination of issuing shares and cash payment, amidst a backdrop of underutilized capacity in the polysilicon industry [2][4]. Group 1: Company Actions - The acquisition will not change the controlling shareholder or actual controller of Tongwei, and it is not classified as a related party transaction or a major asset restructuring [2][4]. - The company has signed a letter of intent for the equity acquisition with potential partners, indicating that the transaction is still in the planning stage [5]. Group 2: Industry Context - Both Tongwei and Lihua Qingneng are polysilicon manufacturers, and the industry is currently facing a significant supply-demand imbalance, with the market awaiting capacity clearance [6]. - Tongwei is projected to incur a loss of 9 to 10 billion yuan in 2025, highlighting the financial challenges within the polysilicon sector [6]. - The establishment of the "Polysilicon Capacity Integration Acquisition Platform" aims to address the industry's capacity issues through a dual-track model of "debt acquisition + flexible capacity utilization" [7]. Group 3: Market Response - As of February 24, Tongwei's stock closed at 18.16 yuan per share, with a market capitalization of 81.76 billion yuan [8].

Core Viewpoint - Tongwei Co., Ltd. is planning to acquire 100% equity of Qinghai Lihua Qingneng Co., Ltd. to enhance its semiconductor business, leading to a temporary suspension of its stock trading [2][4]. Group 1: Acquisition Details - The acquisition will be executed through a combination of issuing shares and cash payments, along with raising matching funds [2]. - The transaction is not expected to change the controlling shareholder or actual controller of the company and does not constitute a related party transaction or a major asset restructuring [4]. Group 2: Company Background - Lihua Qingneng, established in April 2021, focuses on the R&D, production, and sales of photovoltaic-grade high-purity silicon and electronic-grade polysilicon, with a planned total investment of 20 billion yuan [5]. - The company aims to achieve an annual production value of approximately 20 billion yuan and create over 3,000 jobs [5]. Group 3: Financial Performance - Tongwei Co., Ltd. is projected to report a net loss attributable to shareholders of approximately 9 billion to 10 billion yuan for the year 2025, indicating an increase in losses [5]. - The losses are attributed to a slowdown in the growth of new photovoltaic installations, industry supply surplus, rising core material prices, and declining product prices [6]. - As of February 24, the company's stock price was 18.16 yuan per share, with a total market capitalization of 81.756 billion yuan [7].

Group 1 - Tongwei Co., Ltd. is planning to acquire 100% equity of Qinghai Lihua Qingneng Co., Ltd. through a combination of issuing shares and cash payment, while also raising matching funds [1][7] - The acquisition is not expected to change the controlling shareholder or actual controller of Tongwei, nor is it classified as a related party transaction or a major asset restructuring [3][8] - Trading of Tongwei's stock and convertible bonds will be suspended starting February 25, 2026, for a period not exceeding 10 trading days to ensure fair information disclosure [3][8] Group 2 - Lihua Qingneng, established in April 2021, focuses on the research, production, and sales of photovoltaic-grade high-purity silicon and electronic-grade polysilicon, with a planned total investment of 20 billion yuan and an expected annual output value of approximately 20 billion yuan [9] - Tongwei has developed a business model integrating agriculture (aquaculture) and photovoltaic resources, focusing on the development of "fishing and solar integration" bases to enhance industry synergy [4][9] - The company anticipates a net loss of approximately 9 to 10 billion yuan for the fiscal year 2025, attributed to a slowdown in the growth of new photovoltaic installations and ongoing industry pressures [4][10]

Core Viewpoint - Tongwei Co., Ltd. is planning to acquire 100% equity of Qinghai Lihua Qingneng Co., Ltd. through a combination of share issuance and cash payment, while raising matching funds. This transaction is not expected to change the controlling shareholder or actual controller of the company and does not constitute a related party transaction or a major asset restructuring [2]. Group 1 - The acquisition will lead to a temporary suspension of trading for Tongwei's A-shares, convertible bonds, and the conversion of convertible bonds starting from February 25, 2026, with an expected suspension period of no more than 10 trading days [2][6]. - Qinghai Lihua Qingneng, established in April 2021, focuses on the R&D, production, and sales of photovoltaic-grade high-purity silicon and electronic-grade polysilicon [2]. - The company is located in the Nanchuan Industrial Park of Xining Economic and Technological Development Zone, with a planned total investment of 20 billion yuan to build a production project with an annual capacity of 200,000 tons of photovoltaic-grade high-purity silicon and 2,000 tons of electronic-grade high-purity silicon [2]. Group 2 - In February, the chairman of Lihua Qingneng announced that the company has successfully entered the "2025 Global Unicorn Enterprises Top 500" and received the title of "Top 50 Qinghai Enterprises in the 2025 China Top 500" [7]. - On February 24, Tongwei's stock rose by 0.83%, with a latest market capitalization of 81.8 billion yuan [7].

登录新浪财经APP 搜索【信披】查看更多考评等级 每经编辑｜黄胜 2月24日晚间，通威股份（600438.SH）公告称，公司正在筹划通过发行股份及支付现金的方式，购买青海丽豪清能股份有限公司100%股权，并募集配套资 金。本次交易不会导致公司控股股东、实际控制人变更，不构成关联交易，预计不构成重大资产重组。为保证公平信息披露，维护投资者利益，避免对公司 股价造成重大影响，公司股票、可转债债券以及可转债转股自2026年2月25日起开始停牌，预计停牌时间不超过10个交易日。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌期间 | 停 | | --- | --- | --- | --- | --- | --- | | 600438 | 通威股份 | A 股 停牌 | 2026/2/25 | | | | 110085 | 通 22 转债 | 可转债债券停牌 | 2026/2/25 | | | | 110085 | 通 22 转债 | 可转债转股停牌 | 2026/2/25 | | | 每日经济新闻综合公开消息 免责声明：文章内容和数据仅供参考，不构成投资建议。投资者据此操作，风险自担。 封面图片 ...

| | | 2月24日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 项固集创 | 目前参股投资航聚科技5.8018%股权,属于财务投资 | | | 美邦股份 | 股价短期内连续上涨,存在市场情绪过热、非理性炒作风险 | | 项目投资 | 大族激光 | 拟投资1.5亿美元在东南亚设立海外运营中心 | | 合同中标 | 风范股份 | 中标约1.84亿元南方电网招标项目 | | 股权转让 | 甲联生物 | 拟2.37亿元收购世之源控股权并开展新业务 | | 业绩 | 交控科技 | 2025年度净利润1.56亿元,同比上涨86.13% | | 回购 | 中顺洁柔 | 拟6000万元-1.2亿元回购股份 | | 增减持 | 智信精密 | 董事张国军拟减持不超过1.8562%股份 | | 其他 | ST人福 | 拟向轻股股东招商生科定增募资30亿元至35亿元 | | | 开普云 | 终止重大资产重组 FINE | 【热点】 罗曼股份(605289.SH)：股价短期上涨幅度较大，存在市场情绪过热、非理性炒作风险 美邦股份(605033.SH)：股价短期内连续上 ...