近日，华特（隰县）新能源科技有限公司（以下简称：隰县新能源）股权发生变更，山西华翔集团股份有限公司（以下简称：华翔集团）退出公司股东一 列，特变电工新疆新能源股份有限公司（以下简称：特变电工新能源）成为公司全资股东。 据天眼查信息，隰县新能源成立于2023年11月，位于山西省临汾市隰县下李乡均庄村农副产品加工园 (二号园)，经营范围包含风电场相关系统研发；建筑 材料生产专用机械制造；水泥制品制造；非居住房地产租赁；机械设备租赁。 | VIP VIP 股东信息 历史股东信息 股权变更历程2 | | | 、全屏 | 미 승규 | | --- | --- | --- | --- | --- | | 股东 | 最新 2026-02-24 | 2023-11-20 | | | | 注册资本 | 3500.0000万元 | 3500.0000万元 | | | | | 不变 | 不变 | | | | 特变电工新疆新能源股份有限公司 企业法人 | 持股比例:100.0000% ↑ 上升10.0000% | 持股比例:90.0000% 新进 ·上升90.0000% 认缴出资额:3150.0000万元 | | | | ruen ...

消息面上，近日，国家能源局发布数据显示，2025年，全国光伏新增装机3.17亿千瓦，同比增长14%， 其中集中式光伏新增1.64亿千瓦，分布式光伏新增1.53亿千瓦。截至2025年12月，全国光伏发电装机容 量达到12亿千瓦，同比增长35%，我国光伏产业保持快速发展势头，能源绿色低碳转型取得显著成效。 国元证券表示，25年7月以来，我国"反内卷"举措推动光伏行业景气度上扬，价格管控与供给侧出清的 双重作用有望推动行业盈利修复，部分环节尾部企业陆续退出叠加行业头部企业高效化技改，2026年光 伏产业链有望实现扭亏；AI算力建设等将催生刚性电力需求，全球光伏需求存在超预期可能，板块β机 会有望加速到来。 光伏股多数回暖，截至发稿，信义光能(00968)涨5.38%，报3.72港元；钧达股份（002865）(02865)涨 4.95%，报38.2港元；福莱特（601865）玻璃(06865)涨4.82%，报11.96港元；凯盛新能（600876） (01799)涨4.1%，报3.27港元；协鑫科技(03800)涨2.48%，报1.24港元。 ...

行业政策与环境 经济观察网 新特能源被监管约谈主要涉及行业层面的反垄断风险。根据公开信息，2026年1月，国家市 场监督管理总局就硅料收储平台（北京光和谦成科技有限责任公司）可能涉及"根据出资比例控制产销 量、划分市场"的行为进行约谈。该平台由通威、协鑫、大全能源及新特能源等多家多晶硅龙头企业合 资成立，市场监管总局在会议中通报了相关行为存在的垄断风险，并要求企业于1月20日前提交书面整 改方案。整改核心要求包括不得约定产能、产销量及销售价格，不得通过出资比例进行市场划分或产量 分配，并禁止就价格、成本等信息开展沟通协调。 此次约谈背景与光伏行业"反内卷"政策相关。2024年以来，政策层面强调强化行业自律、防止恶性竞 争，但市场担忧行业自律协议可能触及反垄断红线，对头部多晶硅企业情绪形成压制。 以上内容基于公开资料整理，不构成投资建议。 ...

每经AI快讯，港股光伏股多数回暖，截至发稿，信义光能(00968.HK)涨5.38%，报3.72港元；钧达股份 (02865.HK)涨4.95%，报38.2港元；福莱特玻璃(06865.HK)涨4.82%，报11.96港元；凯盛新能(01799.HK) 涨4.1%，报3.27港元；协鑫科技(03800.HK)涨2.48%，报1.24港元。 ...

消息面上，近日，国家能源局发布数据显示，2025年，全国光伏新增装机3.17亿千瓦，同比增长14%， 其中集中式光伏新增1.64亿千瓦，分布式光伏新增1.53亿千瓦。截至2025年12月，全国光伏发电装机容 量达到12亿千瓦，同比增长35%，我国光伏产业保持快速发展势头，能源绿色低碳转型取得显著成效。 智通财经APP获悉，光伏股多数回暖，截至发稿，信义光能(00968)涨5.38%，报3.72港元；钧达股份 (02865)涨4.95%，报38.2港元；福莱特玻璃(06865)涨4.82%，报11.96港元；凯盛新能(01799)涨4.1%，报 3.27港元；协鑫科技(03800)涨2.48%，报1.24港元。 国元证券表示，25年7月以来，我国"反内卷"举措推动光伏行业景气度上扬，价格管控与供给侧出清的 双重作用有望推动行业盈利修复，部分环节尾部企业陆续退出叠加行业头部企业高效化技改，2026年光 伏产业链有望实现扭亏；AI算力建设等将催生刚性电力需求，全球光伏需求存在超预期可能，板块β机 会有望加速到来。 ...

Group 1: Core Viewpoint - Xinte Energy's stock price has declined more than the average of its sector amid overall market downturn, influenced by antitrust risk concerns, pre-holiday market inactivity, capital outflows, and weakening technical indicators [1][2]. Group 2: Stock Performance - Xinte Energy's stock closed at HKD 7.23, down 3.21%, while the "New Energy Materials" sector experienced an overall decline of 3.04%, indicating that Xinte's decline was slightly greater than the sector average [2]. Group 3: Industry Policy and Environment - Concerns over antitrust risks have emerged as the State Administration for Market Regulation is set to discuss potential antitrust issues related to a silicon material storage platform involving Xinte Energy and other major companies [3]. - Pre-holiday market activity has been sluggish, with downstream procurement nearly halted, which diminishes price support despite stable pricing from leading companies [3]. Group 4: Financial and Technical Aspects - There was a net capital outflow of HKD 916,200 for Xinte Energy, reflecting increased short-term risk aversion among investors [4]. - Technical indicators show weakness, with the MACD histogram remaining negative and the KDJ indicator indicating a bearish crossover, further increasing selling pressure as the stock price fell below its 5-day moving average [4]. Group 5: Company Fundamentals - Xinte Energy reported a net loss of CNY 263 million in Q1 2025, with revenue declining by 42.89% year-on-year, while high inventory levels continue to hinder the speed of profit recovery [5].

Group 1: Oil and Gas Sector - Oil stocks experienced a decline, with Sinopec (00386) down 3.89%, PetroChina (00857) down 3.17%, and CNOOC (00883) down 2.79%. This follows a drop in WTI crude oil futures by 2.77% to $62.84 per barrel and Brent crude by 2.71% to $67.52 per barrel [1] Group 2: Renewable Energy Sector - Solar stocks fell collectively, with Xinyi Solar (00968) down 3.62% and New Special Energy (01799) down 3.61%. The rise in silver prices has increased silver paste costs, impacting the battery and component sectors [1] Group 3: Precious Metals Sector - Lao Poo Gold (06181) saw a nearly 5% drop. Bank of America Securities reported that the company is expected to benefit from rising gold prices, with a projected revenue increase of 165% year-on-year for the second half of last year [1] Group 4: Pharmaceuticals - Zai Lab (09688) rose by 7% after its injection drug ZL-1310 was proposed for breakthrough therapy designation for extensive-stage small cell lung cancer (ES-SCLC), showing promising early clinical data [2] Group 5: Precision Manufacturing - China High Precision (00591) fell over 18% after issuing a profit warning, expecting a profit of approximately RMB 2.5 million to RMB 4.5 million for the six months ending December 31, 2025, due to project delays in the oil and petrochemical sectors [2] Group 6: Non-Ferrous Metals - Non-ferrous stocks faced significant declines, with China Nonferrous Mining (01258) down 5.08% and Zijin Mining (02899) down 5.29%. This is attributed to a "de-risking" sentiment in global financial markets, leading to a sell-off in precious metals [3] Group 7: Biotechnology - Xiansheng Pharmaceutical (02096) increased over 4.4% after announcing a licensing agreement with AbbVie for the investigational drug SIM0500, which includes upfront payments and potential milestone payments totaling up to $1.055 billion [3] Group 8: Gaming Sector - Gaming stocks declined, with Melco International Development (00200) down 6.21%. Wynn Macau reported a 7% year-on-year drop in EBITDA for Q4 2025, which was below market expectations [4] Group 9: Oilfield Services - Anton Oilfield Services (03337) rose over 9% after announcing a profit forecast of approximately RMB 360 million to RMB 380 million for 2025, representing a significant year-on-year increase of 48.4% to 56.6% [4] Group 10: U.S. Market Movements - Arko Petroleum (APC.US) opened with a 2.5% decline after its market debut. The company delivered 1.5 billion gallons of fuel in the nine months ending September 30, 2025 [5] - Albemarle (ALB.US) fell 9.41% despite a 16% year-on-year increase in Q4 sales to $1.4 billion, reporting a net loss of $414 million [5] - Boeing (BA.US) rose 1.31% as it plans to increase the monthly production of its 737 series aircraft to 63 units in the coming years [5] Group 11: Technology Sector - Cisco (CSCO.US) dropped 12.32% as it projected a decline in adjusted gross margin for Q3, indicating a worsening trend compared to previous quarters [7] - Storage stocks saw gains, with SanDisk (SNDK.US) up 5.16% and Western Digital (WDC.US) up 3.78% [7]

Core Viewpoint - The photovoltaic stocks have collectively declined, influenced by rising silver prices which have increased the cost of silver paste, subsequently affecting the costs of battery cells and modules [1] Group 1: Stock Performance - Xinyi Solar (00968) fell by 4.18%, trading at HKD 3.44 [1] - Xinte Energy (01799) decreased by 3.35%, trading at HKD 7.22 [1] - Flat Glass Group (601865) dropped by 2.94%, trading at HKD 11.24 [1] - Junda Co., Ltd. (002865) declined by 1.83%, trading at HKD 39.64 [1] Group 2: Cost Analysis - Silver prices have been on a gradual rise, directly increasing the cost of silver paste [1] - As of January 30, 2026, the complete cost of battery cells is projected to exceed CNY 0.5/W, reflecting a month-on-month increase of CNY 0.1/W [1] - The complete cost of modules has surpassed CNY 0.9/W [1] Group 3: Market Dynamics - Domestic market execution of ground project orders is gradually declining, with limited visibility on new orders [1] - The overseas market's demand is expected to strengthen due to changes in export tax rebates, with a forecast that Q1 2026 shipments will be primarily driven by the overseas market [1] - In the context of weak seasonal demand and recent price increases for modules, procurement attitudes are becoming more cautious, leading to insufficient order visibility for Q1 2026 [1]

Group 1 - The core viewpoint of the article indicates a collective decline in solar stocks, with notable drops in companies such as Xinyi Solar, New Energy, Flat Glass, and Junda, attributed to rising silver prices impacting production costs [1] - Silver prices have been on a gradual rise, leading to increased costs for silver paste, which in turn affects the costs of battery cells and modules. By the end of January 2026, the complete cost of battery cells is expected to exceed 0.5 yuan/W, reflecting a month-on-month increase of approximately 0.1 yuan/W, while module costs have surpassed 0.9 yuan/W [1] - Since February 2026, silver prices have experienced significant volatility, causing real-time declines in the prices of battery cells and modules [1] Group 2 - Domestic market execution of ground project orders is gradually declining, with limited visibility on new orders. In contrast, the overseas market is expected to see increased shipments in the first quarter of 2026 due to the reversal of export tax rebates [1] - In the context of weak seasonal demand and recent price increases for modules, procurement attitudes are becoming more cautious, leading to insufficient visibility on orders for the first quarter of 2026 [1]

Group 1 - The core viewpoint of the article highlights a significant rise in space photovoltaic concept stocks, driven by Tesla's acceleration in solar manufacturing and the potential for exponential growth in space photovoltaic demand [1][1][1] Group 2 - JunDa Co., Ltd. (02865) saw a remarkable increase of 167.14%, trading at 43.5 HKD, while other companies like GCL-Poly Energy (03800), New Special Energy (01799), and Flat Glass Group (06865) also experienced notable gains of 9.01%, 6.81%, and 6.15% respectively [1][1][1] - Tesla is evaluating options to expand its solar production capacity, including increasing the capacity of its Buffalo, New York factory to 10 GW and potentially building additional factories in New York, Arizona, or Idaho [1][1][1] - Elon Musk stated that Tesla aims to produce 100 GW of solar cells annually to power data centers on Earth and in space [1][1][1] Group 3 - According to a report from CITIC Securities, the demand for space photovoltaics is expected to experience exponential growth, with Tesla's investment in solar manufacturing paving the way for powering orbital computing and AI [1][1][1] - Leading Chinese photovoltaic equipment manufacturers possess strong capabilities for efficient iteration and rapid response, positioning them to enter the supply chains of Tesla and SpaceX, potentially securing high-value orders and opening new growth opportunities [1][1][1] - Space photovoltaic equipment may exhibit significant inflation effects, leading to a substantial increase in value [1][1][1]