（文章来源：证券日报） 证券日报网讯 2月11日，海优新材发布公告称，公司股票自2026年1月22日至2月11日已有10个交易日收 盘价不低于当期转股价格46.80元/股的130%即60.84元/股，若未来15个交易日内再有5个交易日满足该条 件，将触发"海优转债"有条件赎回条款，公司可按面值加当期应计利息赎回全部或部分未转股债券。 ...

Core Viewpoint - Haiyou New Materials (688680.SH) announced that its stock price has been above 130% of the current conversion price for 10 trading days from January 22, 2026, to February 11, 2026, which may trigger conditional redemption of its convertible bonds [1] Group 1 - The stock price must remain at or above 130% of the conversion price (60.84 CNY/share) for 5 out of the next 15 trading days to trigger the redemption clause [1] - If the conditions are met, the company's board has the authority to decide on the redemption of all or part of the unconverted "Haiyou Convertible Bonds" at face value plus accrued interest [1] - The company will hold a board meeting on the triggering day to review and decide on the redemption, ensuring timely information disclosure [1]

截至本公告披露日，第二期员工持股计划所持有的公司股票已全部出售完毕。 格隆汇2月11日丨海优新材(688680.SH)公布，2022年3月15日，公司披露了《上海海优威新材料股份有 限公司关于第二期员工持股计划完成股票购买的公告》：公司第二期员工持股计划已完成股票购买，购 买数量46,500股，占当时公司总股本的0.0553%。前述购买股票的锁定期自前述公告披露之日起12个 月，即2022年3月15日至2023年3月14日。 ...

上海海优威新材料股份有限公司 关于"海优转债"预计满足赎回条件的提示性公告 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： | 证券代码：688680 | 证券简称：海优新材 | 公告编号：2026-005 | | --- | --- | --- | | 转债代码：118008 | 转债简称：海优转债 | | 上海海优威新材料股份有限公司（以下简称"公司"）股票自 2026 年 1 月 22 日至 2026 年 2 月 11 日已有 10 个交易日的收盘价不低于当期转股价格的 130% （即 60.84 元/股），若未来 15 个交易日内，公司股票有 5 个交易日的收盘价不低 于当期转股价的 130%（含 130%），将触发《上海海优威新材料股份有限公司向 不特定对象发行可转换公司债券募集说明书》（以下简称"《募集说明书》"）中 规定的有条件赎回条款。若触发条件，公司董事会有权决定按照债券面值加当期 应计利息的价格赎回全部或部分未转股的"海优转债"，公司将于触发条件当日召 开董事会审议决定是否赎回，并及时履行信 ...

证券代码：688680 证券简称：海优新材 公告编号：2026-006 转债代码：118008 转债简称：海优转债 上海海优威新材料股份有限公司 第二期员工持股计划出售完毕暨终止的公告 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： | | 时间：2022 2 9 | 年 | 月 | 日 | | --- | --- | --- | --- | --- | | 本次员工持股计划草案披露时间及公 | 公告名称：《上海海优威新材料股份 | | | | | 告名称 | 有限公司第二期员工持股计划（草 | | | | | | 案）》 | | | | 一、第二期员工持股计划基本情况 股计划完成股票购买的公告》（公告编号：2022-031）。 二、第二期员工持股计划股票的出售情况 截至本公告披露日，第二期员工持股计划所持有的公司股票已全部出售完毕。 本次员工持股计划严格遵守股票市场交易规则以及中国证监会、上海证券交易所 关于信息披露敏感期不得买卖股票的规定，不存在利用内幕信息进行交易的情形。 三、本期员工持股计划后续安排 根 ...

格隆汇2月11日丨海优新材(688680.SH)公布，公司股票自2026年1月22日至2026年2月11日已有10个交易 日的收盘价不低于当期转股价格的130%(即60.84元/股)，若未来15个交易日内，公司股票有5 个交易日 的收盘价不低于当期转股价的130%(含130%)，将触发《上海海优威新材料股份有限公司向不特定对象 发行可转换公司债券募集说明书》中规定的有条件赎回条款。若触发条件，公司董事会有权决定按照债 券面值加当期应计利息的价格赎回全部或部分未转股的"海优转债"，公司将于触发条件当日召开董事会 审议决定是否赎回，并及时履行信息披露义务。 ...

Core Viewpoint - The company emphasizes the importance of new technologies and developments in the photovoltaic solar energy industry, particularly in the low-orbit satellite energy systems sector [1] Group 1: Industry Insights - The company has conducted two quarters of industry research and analysis, recognizing the significant value and trends in the low-orbit satellite energy systems [1] - The company is exploring a series of space-grade solar wing packaging materials in collaboration with relevant parties [1] Group 2: Product Development - Current products are in the research and development phase, focusing on the unique technical routes and process designs required for space solar wings, which differ from ground photovoltaic products [1] - The company is addressing higher reliability and stability requirements for packaging materials due to varying environmental conditions in space [1] Group 3: Performance Requirements - The company is developing POE modified materials and special packaging materials for space applications to meet performance requirements such as resistance to space radiation, atomic oxygen corrosion, and adaptability to temperature variations of ±120 degrees [1] - Efforts are being made to streamline the R&D, testing, and practical application industrialization chain while exploring potential domestic and overseas business channels [1]

Group 1 - The core viewpoint is that the space photovoltaic industry has significant potential, driven by both domestic and international developments, particularly with SpaceX's plans for a solar energy satellite network and China's increasing satellite launch capabilities [1][2] - The global market for space photovoltaics could reach 8GW annually, with a potential market size of 8 trillion yuan, even if the cost of components decreases significantly [2] - China's photovoltaic industry is strong, with leading manufacturers in equipment and materials, such as Maiwei and Aotwei, which are expected to gain incremental orders due to the expansion of overseas leaders [3] Group 2 - The report suggests focusing on key photovoltaic equipment manufacturers like Aotwei, Maiwei, and others that are likely to benefit from the expansion of overseas leaders [3] - It also highlights core material manufacturers like Dongfang Risen and others that have established deep relationships with overseas clients, which will drive profit growth [3]

Core Viewpoint - Elon Musk's recent statements and activities have significantly influenced the A-share photovoltaic sector, leading to a surge in stock prices for various companies in this industry [2][3][5]. Group 1: Market Reaction - On January 23, 2026, 24 photovoltaic stocks reached their daily limit up, with the photovoltaic index rising by 7.46%, outperforming the overall market [2]. - Following Musk's remarks about the potential of solar energy in China, several companies, including JinkoSolar and TCL Zhonghuan, saw their stock prices rapidly increase [3][6]. - The A-share photovoltaic sector experienced a collective surge, with stocks like Aotaiwei and Maiwei doubling in price over a two-month period [6]. Group 2: Industry Fundamentals - Despite the recent stock price increases, many photovoltaic companies are still facing financial difficulties, with nearly 70% of 75 companies reporting losses for 2025 [4]. - The photovoltaic industry is currently at a low point, and while some companies are seeing a narrowing of losses, this has not translated into positive market sentiment [4][12]. - The concept of "space photovoltaics" has emerged as a potential new growth area for the industry, driven by the need for new market opportunities amid intense competition in ground-based solar energy [10][13]. Group 3: Future Prospects - Analysts predict that the space photovoltaic market could reach significant sizes, with estimates suggesting a potential market space of 200 billion yuan if 10,000 satellites are launched annually [10]. - Musk's exploration of Chinese photovoltaic companies signals a demand for support from the Chinese supply chain for his space energy ambitions [10][12]. - The push for space photovoltaics may compel companies to focus on new technologies and product quality, potentially leading to a return to value development in the industry [14].

Core Viewpoint - The recent visit of SpaceX to several Chinese photovoltaic companies led to a surge in the space photovoltaic concept stocks on February 4, but the momentum could not be sustained, resulting in a significant decline in the space photovoltaic index on February 5 [2][3]. Group 1: Market Performance - On February 5, the space photovoltaic index (8841929) dropped by 4.86%, closing at 3837.43, with notable declines in stocks such as JunDa Co., JinCheng Co., and Shuangliang Energy, which hit the daily limit down [2][3]. - Other companies like GaoCe Co., JieJia WeiChuang, MaiWei Co., JingSheng JiDian, and HaiYou New Materials saw declines exceeding 9%, while Trina Solar fell over 7% and JinkoSolar dropped over 6% [2][4]. Group 2: Company Announcements - Trina Solar announced that it has not engaged in any cooperation with SpaceX and has no related orders in the "space photovoltaic" sector, clarifying that its main products are focused on ground photovoltaic applications [5][6]. - GCL-Poly Energy stated that it has not received any orders in the "space photovoltaic" field and emphasized that the technology is still in the exploratory phase, with uncertain commercial prospects [8]. - JinkoSolar confirmed it has not collaborated with SpaceX and highlighted that the "space photovoltaic" concept remains in the early exploration stage [10]. - Other companies like Guosheng Technology, Shuangliang Energy, and JingSheng JiDian also reported no involvement in "space photovoltaic" business, reiterating the uncertainty surrounding the commercialization of this technology [11][12][13]. Group 3: Financial Forecasts - Trina Solar projected a net loss of between 6.5 billion to 7.5 billion yuan for the year 2025 [7]. - GCL-Poly Energy expects a net loss of between 890 million to 1.29 billion yuan for the same year [8].