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| company_exposure_id,task_id,case_id,batch_id,run_id,company_id,security_code,security_name,track_code,chain_node,business_segment,product_or_service,revenue_exposure,profit_exposure,customer_or_project_stage,capacity_or_delivery_status,capex,order_or_contract_status,competitive_position,reporting_period,exposure_description,exposure_strength,selection_method,source_doc_id,evidence_fact_id,artifact_id,coverage_claim,schema_version,review_status
| NEB2-EXPOSURE-01,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,CN_A:SZSE:300750,300750,宁德时代,BATTERY,电芯制造,电芯制造,动力电池;储能电池,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,CURRENT_DIRECT_BUSINESS_AS_DISCLOSED_IN_2025_ANNUAL_REPORT,GAP_NOT_STANDARDIZED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_USED_FOR_QUALIFICATION,NOT_ASSESSED_NO_RANKING_CLAIM,2025,年报列明主要从事动力电池、储能电池的研发、生产和销售。,DIRECT_PUBLIC_PRIMARY_SOURCE,FIRST_ELIGIBLE_NOT_SELECTED_BATCH001_BY_ACCEPTED_RANK,S-FILING-300750-2025,EVF-BATTERY-300750-BUSINESS,,NONE,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-EXPOSURE-02,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,CN_A:SZSE:002497,002497,雅化集团,BATTERY,资源与主材,资源与主材,锂资源;锂盐;正极材料及前驱体,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,CURRENT_DIRECT_BUSINESS_AS_DISCLOSED_IN_2025_ANNUAL_REPORT,GAP_NOT_STANDARDIZED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_USED_FOR_QUALIFICATION,NOT_ASSESSED_NO_RANKING_CLAIM,2025,年报披露公司锂产品面向汽车厂商、电池企业和正极材料企业销售。,DIRECT_PUBLIC_PRIMARY_SOURCE,FIRST_ELIGIBLE_NOT_SELECTED_BATCH001_BY_ACCEPTED_RANK,S-QUAL-AR-1225181781,EVF-QUAL-BATTERY-002497-R005,,NONE,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-EXPOSURE-03,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,CN_A:SZSE:300207,300207,欣旺达,BATTERY,系统/部件/BMS-Pack,系统/部件/BMS-Pack,锂离子电芯;模组,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,CURRENT_DIRECT_BUSINESS_AS_DISCLOSED_IN_2025_ANNUAL_REPORT,GAP_NOT_STANDARDIZED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_USED_FOR_QUALIFICATION,NOT_ASSESSED_NO_RANKING_CLAIM,2025,年报列明主要从事锂离子电池研发制造，产品为电芯及模组。,DIRECT_PUBLIC_PRIMARY_SOURCE,FIRST_ELIGIBLE_NOT_SELECTED_BATCH001_BY_ACCEPTED_RANK,S-FILING-300207-2025,EVF-BATTERY-300207-BUSINESS,,NONE,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-EXPOSURE-04,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,CN_A:SZSE:300274,300274,阳光电源,SOLAR,设备/辅材/逆变器,设备/辅材/逆变器,光伏逆变器;储能系统,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,CURRENT_DIRECT_BUSINESS_AS_DISCLOSED_IN_2025_ANNUAL_REPORT,GAP_NOT_STANDARDIZED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_USED_FOR_QUALIFICATION,NOT_ASSESSED_NO_RANKING_CLAIM,2025,年报列明专注于光伏逆变器、储能系统等清洁能源产品。,DIRECT_PUBLIC_PRIMARY_SOURCE,FIRST_ELIGIBLE_NOT_SELECTED_BATCH001_BY_ACCEPTED_RANK,S-FILING-300274-2025,EVF-SOLAR-300274-BUSINESS,,NONE,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-EXPOSURE-05,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,CN_A:SZSE:002623,002623,亚玛顿,SOLAR,电池片/组件,电池片/组件,太阳能电池片;光伏组件,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,CURRENT_DIRECT_BUSINESS_AS_DISCLOSED_IN_2025_ANNUAL_REPORT,GAP_NOT_STANDARDIZED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_USED_FOR_QUALIFICATION,NOT_ASSESSED_NO_RANKING_CLAIM,2025,其他说明 公司主要经营活动为光伏玻璃、光伏组件、电子玻璃及其他产品的销售收入以及光伏电 站的发电收入。,DIRECT_PUBLIC_PRIMARY_SOURCE,FIRST_ELIGIBLE_NOT_SELECTED_BATCH001_BY_ACCEPTED_RANK,S-QUAL-AR-1225245662,EVF-QUAL-SOLAR-002623-R005,,NONE,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-EXPOSURE-06,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,CN_A:SSE:601908,601908,京运通,SOLAR,硅料/硅片与材料,硅料/硅片与材料,多晶硅;硅棒;光伏硅片,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,CURRENT_DIRECT_BUSINESS_AS_DISCLOSED_IN_2025_ANNUAL_REPORT,GAP_NOT_STANDARDIZED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_USED_FOR_QUALIFICATION,NOT_ASSESSED_NO_RANKING_CLAIM,2025,3、产能先进性 公司新材料业务实现光伏硅片主流产品的全面覆盖，乐山基地（包括乐山一期、乐山二期） 现有产能可全部用于生产 N 型大尺寸硅片，涵盖 G12、G12R、M10 等多种市场主流硅片规格，,DIRECT_PUBLIC_PRIMARY_SOURCE,FIRST_ELIGIBLE_NOT_SELECTED_BATCH001_BY_ACCEPTED_RANK,S-QUAL-AR-1225248378,EVF-QUAL-SOLAR-601908-R005,,NONE,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-EXPOSURE-07,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,CN_A:SZSE:301070,301070,开勒股份,SOLAR,系统集成/电站建设运营,系统集成/电站建设运营,光伏系统集成;电站建设运营,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,CURRENT_DIRECT_BUSINESS_AS_DISCLOSED_IN_2025_ANNUAL_REPORT,GAP_NOT_STANDARDIZED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_USED_FOR_QUALIFICATION,NOT_ASSESSED_NO_RANKING_CLAIM,2025,133 公司建造并运营光伏电站项目，光伏发电收入在每个资产负债表日按照抄表电量、电 力公司或客户的发电量确认单及相关售电协议约定的电价确认。,DIRECT_PUBLIC_PRIMARY_SOURCE,FIRST_ELIGIBLE_NOT_SELECTED_BATCH001_BY_ACCEPTED_RANK,S-QUAL-AR-1225213789,EVF-QUAL-SOLAR-301070-R005,,NONE,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-EXPOSURE-08,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,CN_A:SZSE:300443,300443,金雷股份,WIND,材料与关键零部件,材料与关键零部件,风电主轴;轮毂;底座,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,CURRENT_DIRECT_BUSINESS_AS_DISCLOSED_IN_2025_ANNUAL_REPORT,GAP_NOT_STANDARDIZED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_USED_FOR_QUALIFICATION,NOT_ASSESSED_NO_RANKING_CLAIM,2025,年报列明风电主轴及轮毂、底座等风电产品。,DIRECT_PUBLIC_PRIMARY_SOURCE,FIRST_ELIGIBLE_NOT_SELECTED_BATCH001_BY_ACCEPTED_RANK,S-FILING-300443-2025,EVF-WIND-300443-BUSINESS,,NONE,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-EXPOSURE-09,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,CN_A:SZSE:001289,001289,龙源电力,WIND,项目运营与运维服务,项目运营与运维服务,风电运营;新能源运维,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,CURRENT_DIRECT_BUSINESS_AS_DISCLOSED_IN_2025_ANNUAL_REPORT,GAP_NOT_STANDARDIZED_IN_CITED_FACT,GAP_NOT_SEPARATELY_DISCLOSED_IN_CITED_FACT,GAP_NOT_USED_FOR_QUALIFICATION,NOT_ASSESSED_NO_RANKING_CLAIM,2025,年报披露风电控股装机、风电发电量和风电运维体系，直接证明运营暴露。,DIRECT_PUBLIC_PRIMARY_SOURCE,FIRST_ELIGIBLE_NOT_SELECTED_BATCH001_BY_ACCEPTED_RANK,S-FILING-001289-2025,EVF-WIND-001289-BUSINESS,,NONE,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
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