Group 1 - The core viewpoint of the news is that the A-share market for perovskite concept stocks has seen a significant surge, driven by Elon Musk's comments on building a space solar AI data center and a 200GW photovoltaic capacity plan [1] - Notable stocks that experienced strong performance include Zhonglai Co., which hit a 20% limit up, Yamaton and Tuori New Energy, both reaching a 10% limit up, and JinkoSolar rising over 7% [1] - The market's attention towards domestic photovoltaic companies has sharply increased, particularly after reports of Musk's team secretly visiting several Chinese photovoltaic firms to assess projects related to equipment, silicon wafers, and battery components, focusing on heterojunction and perovskite technology [1] Group 2 - Zhonglai Co. (300393) saw a 20% increase, with a total market value of 11.2 billion and a year-to-date increase of 54.03% [2] - Yamaton (002623) increased by 10.01%, with a market value of 5.665 billion and a year-to-date increase of 57.24% [2] - Tuori New Energy (002218) also rose by 10%, with a market value of 9.948 billion and a year-to-date increase of 62.21% [2] - JinkoSolar (688223) increased by 7.14%, with a market value of 75 billion and a year-to-date increase of 32.98% [2] - Other notable stocks include Xizi Clean Energy (5.43% increase), Jinjing Technology (5.31% increase), and Lushan New Materials (5.02% increase), with respective market values of 15.8 billion, 9.553 billion, and 4.5 billion [2]

南财智讯1月30日电，西子洁能在投资者关系活动中表示，2025年公司实现新增订单59.98亿元，其中余 热锅炉新增订单19.67亿元，清洁环保能源装备新增订单6.32亿元，解决方案新增订单26.88亿元，备件 及服务新增订单7.11亿元；截至2025年12月31日，公司在手订单59.16亿元，通过加强订单质量管控和结 构优化推动业务高质量发展。 ...

西子清洁能源装备制造股份有限公司投资者关系活 动记录表 （2026-01-30） 证券代码： 002534 证券简称：西子洁能 编号：2026-003 | 投资者关系活 | ☑特定对象调研 □ 分析师会议 | | --- | --- | | 动类别 | 业绩说明会 □媒体采访 □ | | | □新闻发布会 路演活动 □ | | | ☑现场参观 | | | □其他 | | 参与单位名称 | 长江证券：李想； | | 及人员姓名 | 中加基金：苗超； | | | 申万宏源证券：李冲、胡书捷、田昕、刘建伟、姚远、 | | | 长江养老：杨胜、赵千里、王烨敏、刘杰、刘堃； | | 时间 | 2026 年 01 月 30 日 | | 地点 | 公司会议室 | | 上市公司接待 | 董事长助理：毛一恺； | | 人员姓名 | 董事会秘书：鲍瑾； | | | 投资者关系管理专员：孟雪瑶； | | | 1、 公司基本情况及主要业务介绍？ | | 投资者关系活 动主要内容介 | 公司于 年建厂，2002 年加入西子电梯集团，2011 年深交所挂牌上市， 1955 | | | 2022 年更名为西子清洁能源装备制造股份有限公司。 ...

Group 1 - Silvercorp's revenue from gold and silver products accounts for a low proportion of total operating income [1] - ST Cube has repeatedly triggered abnormal stock trading fluctuations and is under suspension for verification [1] - Xizi Energy plans to invest 100 million yuan to establish an equity investment fund focusing on computing power, energy, AI, and embodied intelligence industries [1] Group 2 - ST Songfa has signed contracts for two 30.6 million ton VLCC super-large crude oil transport ships [1] - Jiangfeng Electronics intends to acquire control of Kaide Quartz for cash and will suspend trading from January 30 [1] - Jiangbolong expects a net profit growth of 150.66% to 210.82% year-on-year for 2025 [1] Group 3 - Hengyuan Coal Power plans to repurchase shares worth 200 million to 250 million yuan [1] - Jintian Co., Ltd. intends to increase its holdings by 50 million to 100 million yuan [1] - Beijing Lier plans to raise no more than 1.034 billion yuan through a private placement [1][2]

Core Viewpoint - Xizi Clean Energy (002534.SZ) plans to invest in a new equity investment fund, focusing on technology innovation and strategic emerging industries [1] Group 1: Investment Details - The company will act as a limited partner in collaboration with Xi Jun Capital and Zhejiang Direction Investment Co., Ltd. to establish the Zhejiang Xi Jun Xijie Equity Investment Fund [1] - The total committed capital for the fund is RMB 240 million, with the company contributing RMB 100 million, representing 41.67% of the total commitment [1] Group 2: Investment Focus - The fund will primarily invest in equity of technology innovation enterprises, targeting projects that combine technological innovation with industrial upgrading [1] - Key focus areas include computing power, energy, artificial intelligence, and embodied intelligence industries, particularly in strategic emerging industries supported by national policies [1]

西子洁能公告，公司拟作为有限合伙人与普通合伙人禧筠资本、浙江方向共同投资设立浙江禧筠西洁股 权投资基金合伙企业(有限合伙)，该基金总认缴出资金额为2.4亿元，公司认缴出资人民币1亿元，占该 基金本次总认缴出资金额的41.67%。 ...

证券代码：002534 证券简称：西子洁能 编号：2026－004 西子清洁能源装备制造股份有限公司 关于拟投资私募股权投资基金暨关联交易的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 1、西子清洁能源装备制造股份有限公司（以下简称"公司"或"西子洁能"） 拟作为有限合伙人与普通合伙人杭州禧筠股权投资基金管理合伙企业（有限合伙） （以下简称"禧筠资本"）、浙江方向投资有限公司（以下简称"浙江方向"） 共 同投资设立浙江禧筠西洁股权投资基金合伙企业（有限合伙）（暂定名，以企业 登记机关最终核准登记为准，以下简称"该基金"或"合伙企业"），该基金总认 缴出资金额为人民币 2.4 亿元，公司作为有限合伙人以自有资金认缴出资人民币 10,000 万元，占该基金本次总认缴出资金额的 41.67%。 2、浙江方向投资有限公司是公司控股股东西子电梯集团有限公司全资子公 司，浙江方向为公司关联法人，公司本次作为有限合伙人参与设立该基金构成关 联交易。本次对外投资资金来自公司自有资金。本次交易不构成《上市公司重大 资产重组管理办法》规定的重大资产重组。 ...

证券代码：002534 证券简称：西子洁能 编号：2026－003 公司拟作为有限合伙人与普通合伙人杭州禧筠股权投资基金管理合伙企业 （有限合伙）、浙江方向投资有限公司共同投资浙江禧筠西洁股权投资基金合伙 企业（有限合伙）（暂定名，以企业登记机关最终核准登记为准，以下简称"该 基金"或"合伙企业"），该基金总认缴出资金额为人民币 2.4 亿元，公司作为有 限合伙人以自有资金认缴出资人民币 10,000 万元，占该基金本次总认缴出资金 额的 41.67%。 公司董事长王克飞先生属于关联董事，已回避表决。 表决结果：同意：8 票；反对：0 票；回避：1 票；弃权：0 票。 西子清洁能源装备制造股份有限公司（以下简称"公司"）第六届董事会第 三十一次临时会议通知于 2026 年 1 月 26 日以邮件、专人送达等形式发出，会议 于 2026 年 1 月 29 日以通讯表决方式召开，全体董事一致同意豁免会议通知期限。 应参加表决董事 9 人，实际参加表决董事 9 人，符合《公司法》《公司章程》等 的有关规定。会议由公司董事长王克飞先生召集，经董事通讯表决形成如下决议： 一、《关于豁免第六届董事会第三十一次临时会议通知 ...

Industry Overview - The boiler manufacturing industry in China has a limited number of publicly listed companies, with key players including Xizi Clean Energy, Huaguang Huaneng, Chuanrun Co., Hailu Heavy Industry, Huaxi Energy, and Dongfang Boiler [1][8] - The industry has a large upstream and downstream supply chain, with the midstream boiler manufacturing segment being the focus of the listed companies [1] Company Performance - The leading companies in the boiler manufacturing sector, such as Xizi Clean Energy, Huaguang Huaneng, and Hailu Heavy Industry, have reported boiler business revenues exceeding 1 billion yuan [8] - Hailu Heavy Industry achieved the highest gross margin of 26.03% for its waste heat boilers and related products in 2024 [8] Financing Activity - The financing activity in the boiler manufacturing industry has shown a declining trend, with a total of 61 financing events occurring from 2014 to 2025 [9] - The financing activity significantly decreased after 2018, with no financing events reported in 2021 [9] - In 2024, there were 5 financing events disclosed, amounting to approximately 1.15 billion yuan, while 3 financing events occurred in 2025, totaling around 250 million yuan [9] Investment Focus - The financing rounds in the boiler manufacturing sector are primarily concentrated on strategic investments and post-listing financing, particularly in the New Third Board [10]

西子清洁能源装备制造股份有限公司投资者关系活 动记录表 （2026-01-28） 证券代码： 002534 证券简称：西子洁能 编号：2026-002 | 投资者关系活 | ☑特定对象调研 □ 分析师会议 | | --- | --- | | 动类别 | 业绩说明会 □媒体采访 □ | | | □新闻发布会 路演活动 □ | | | ☑现场参观 | | | ☑其他 "百闻一见"中信证券客户走进"西子洁能"活动 | | 参与单位名称 | 钱向劲、沈桐琳、许梦橼、陈果、陈如伟、戴尧、程华、傅王正、郭益鸿、胡竞、 | | 及人员姓名 | 胡植、黄晓帆、计晓东、孔存杰、李苏恒、邵晨阳、徐轶群、杨波、姚军伟、余 | | | 满江、俞国平、俞会亮、张宇、周宁、邹俊、徐云青等多人参会； | | 时间 | 年 月 日 2026 01 28 | | 地点 | 公司会议室 | | 上市公司接待 | 董事会秘书：鲍瑾； | | 人员姓名 | 投资者关系管理专员：孟雪瑶； | | | 1、 公司基本情况及主要业务介绍？ | | | 公司于 1955 年建厂，2002 年加入西子电梯集团，2011 年深交所挂牌上市， | | 投资者关系 ...