智通财经APP获悉，光伏股普遍走高，截至发稿，信义光能(00968)涨8.15%，报3.45港元；福莱特玻璃 (06865)涨6.88%，报10.88港元；协鑫科技(03800)涨6.96%，报1.23港元；新特能源(01799)涨6.6%，报 6.95港元；凯盛新能(01108)涨5.12%，报4.93港元。 消息面上，据经济观察网，在年初经历了国家发展改革委、国家能源局印发《关于深化新能源上网电价 市场化改革促进新能源高质量发展的通知》引发光伏"抢装潮"后，8月的光伏组件市场再度出现缺货与 涨价现象。多名经销商表示，本轮缺货涨价与上半年的"抢装潮"的原因不同："抢装潮"时期主要因下游 需求旺盛且需短时间交货，而本轮下游组件需求并没有明显增加，涨价核心源于"反内卷"背景下上游多 晶硅原料涨价，叠加部分型号厂商产能较小、无法及时交货。 另据新京报，152家储能企业发声反内卷，涵盖锂离子电池、液流电池、钠离子电池等供应链单位，有 望逐步形成行业共识与自律。中信建投证券此前指，光伏已成为反内卷代表性行业，近期在整治低于成 本价销售的背景下，产业链价格端已取得初步成效，硅料、硅片、电池已成功顺价，后续重点关注组件 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 新特能源股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01799 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 376,170,756 | RMB | | | 1 RMB | | 376,170,756 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | | | 本月底結存 | | | 376,170,756 | RMB | | | 1 RMB | | 376,170,756 | | 2. 股份分類 | 普通股 | ...

港股8月开局不利，三大指数继续承压走低，尾盘跌幅有所扩大。截止收盘，恒生指数跌1.07%或265.52 点，报24507.81点，大市交投缩减，全日成交额为2546.74亿港元；恒生国企指数跌0.88%，报8804.42 点；恒生科技指数跌1.02%，报5397.4点。全周来看，恒指累跌3.47%，国指累跌3.78%，恒科指累跌 4.94%。 东吴证券指出，往后看，市场担心海外风险上行。一是，美元资产继续上涨，或会导致全球资金减少对 中国资产的关注；二是，对等关税截止日临近，市场预期关税博弈更偏向税率"缓"+"降"。交银国际认 为，港股市场当前流动性状态仍较为充裕，估值水平保持合理，适度的市场拥挤度也为投资者提供了较 为理想的配置窗口。 蓝筹股表现 5.71港元。 1.个别快递股逆市走高。截至收盘，中通快递-W(02057)涨7.44%，报163.2港元；极兔速递-W(01519)涨 2.52%，报10.58港元。 7月29日，国家邮政局召开快递企业座谈会，就依法依规治理行业"内卷式"竞争，强化农村地区领取快 件违规收费等突出问题整治，促进行业高质量发展进行座谈交流。据现代物流报，7月17日义乌邮管局 已率先 ...

Group 1 - The Hang Seng Index fell by 0.18%, down 45 points, closing at 24,727 points, while the Hang Seng Tech Index decreased by 0.12% [1] - In the semiconductor sector, InnoSilicon became the only Chinese chip manufacturer included in NVIDIA's latest 800V architecture supplier list, leading to a more than 30% increase in InnoSilicon's stock [1] - The Ministry of Industry and Information Technology issued a special energy-saving inspection task list for the polysilicon industry, boosting the solar panel sector, with notable stock increases for companies like Kaisheng New Energy (up over 5%) and Fuyao Glass (up over 4%) [1] Group 2 - Stone Pharmaceutical Group's stock rose over 6% after announcing a more than $2 billion overseas business development deal [2] - Ruihe Smart's stock surged over 10% following a profit warning, with expected net profits for the first half of the year reaching up to 44 million yuan, marking a turnaround from losses [3] - Inspur Digital Enterprises' stock increased nearly 6%, reaching a new high, with expected net profits for the first half of the year up to 190 million yuan, supported by its parent company Inspur Group [4] Group 3 - Xirui's stock rose over 4%, reaching a new high, as institutions predict rapid growth in the private aviation market [5] - Qiniu Intelligent's stock increased by over 8%, with its AI model user base surpassing 10,000, marking a significant milestone in its AI strategy [6] - Tsugami Machine Tool's stock rose over 5%, with its Japanese division reporting a 38.1% year-on-year increase in profits for the first quarter [7] Group 4 - New Macau International Development's stock fell over 4%, with its subsidiary New Macau Borya reporting a nearly 20% year-on-year decline in net income for the second quarter [7] - Kintor Pharmaceutical's stock plummeted over 16% after the company announced a discounted placement of shares at an 18.75% discount, raising approximately 40.34 million Hong Kong dollars [7]

Group 1 - The core viewpoint of the article highlights the significant rise in Hong Kong's photovoltaic stocks, driven by industry efforts to control production capacity and expand demand scenarios [1] - The photovoltaic industry in China is expected to reach a major milestone in 2025, with cumulative installed capacity exceeding 1000GW, entering the "TeraWatt" era [1] - The China Photovoltaic Industry Association has raised its annual forecast, predicting that China's new installed capacity will reach 270-300GW in 2025, while global new installed capacity is adjusted to 570-630GW [1] Group 2 - Specific stock performance includes: - Kaisheng New Energy up 7.08% to 4.990 - Flat Glass up 5.28% to 10.760 - Shango New Energy up 3.67% to 2.260 - Xinyi Solar up 2.95% to 3.140 - Xinyi Glass up 1.36% to 8.210 - GCL-Poly Energy up 1.15% to 0.440 [1]

Group 1 - Silicon material stocks experienced a morning surge, with Xinte Energy (01799) rising by 6.02% to HKD 7.05 and GCL-Poly Energy (03800) increasing by 4.27% to HKD 1.22 [1] - The Ministry of Industry and Information Technology has issued a special energy-saving inspection task list for the polysilicon industry for 2025, requiring local authorities to implement the tasks and report results by September 30, 2025 [1] - The National Development and Reform Commission and the State Administration for Market Regulation have released a draft amendment to the Price Law, aiming to improve the recognition standards for low-price dumping and regulate market pricing order, which is expected to lead to a significant increase in polysilicon prices [1] Group 2 - According to CCB International, if the new pricing regulations are strictly enforced, high-cost production capacity is likely to be quickly eliminated from the market [1] - The tightening of polysilicon energy consumption standards and the new requirements for green electricity consumption are favorable for granular silicon [1]

Core Viewpoint - The recent surge in polysilicon stocks is driven by new regulatory measures aimed at enhancing energy efficiency and stabilizing market prices in the photovoltaic industry [1] Group 1: Stock Performance - New Energy (01799) saw a rise of 6.02%, reaching HKD 7.05, while GCL-Poly Energy (03800) increased by 4.27%, reaching HKD 1.22 [1] Group 2: Regulatory Developments - The Ministry of Industry and Information Technology has issued a special energy-saving inspection task list for the polysilicon industry, requiring local authorities to report results by September 30, 2025 [1] - The National Development and Reform Commission and the State Administration for Market Regulation have released a draft amendment to the Price Law, aiming to improve the recognition standards for low-price dumping and regulate market pricing [1] Group 3: Market Implications - The recent policy changes are expected to lead to a significant increase in polysilicon prices, as companies will be prohibited from selling below production costs [1] - According to CCB International, strict enforcement of these regulations could lead to a rapid exit of high-cost production capacity from the market [1] - Stricter energy consumption standards and new requirements for renewable energy consumption are seen as beneficial for granular silicon [1]

值得注意的是，光伏行业协会并未明确提及澄清事项的具体细节。据证券时报记者从业内多方获悉，光 伏行业协会本次澄清内容或与市场传闻的多晶硅行业以大收小的收储事项有关。此外，金瑞期货锂硅研 究员刘钟颖表示，上周多晶硅产量达2.55万吨，环比增加2500吨。下游排产维持低位，多晶硅基本面存 在边际走弱迹象，价格走势与基本面相悖。在市场情绪和政策预期加持下，多晶硅价格仍然维持偏强预 期，但需警惕后市政策不及预期，情绪降温后价格回调。 智通财经获悉，光伏股早盘再度下跌，截至发稿，新特能源(01799)跌4.75%，报7.02港元；福莱特玻璃 (06865)跌3.52%，报10.42港元；信义光能(00968)跌3.75%，报3.08港元；信义玻璃(00868)跌3.75%，报 8.22港元。 本文源自：智通财经网 消息面上，中国光伏行业协会发布一则澄清信息称，近日有部分自媒体发布了关于光伏行业反内卷，特 别是多晶硅方面工作的新闻。该协会称"相关内容与实际情况严重不符，请大家不信谣，不传谣"。协会 表示，将秉着法制化、市场化原则推进反内卷工作，力求尽快走出内卷式恶性竞争，请大家一切以官方 发布信息为准，并感谢大家对光伏行业 ...

消息面上，中国光伏行业协会发布一则澄清信息称，近日有部分自媒体发布了关于光伏行业反内卷，特 别是多晶硅方面工作的新闻。该协会称"相关内容与实际情况严重不符，请大家不信谣，不传谣"。协会 表示，将秉着法制化、市场化原则推进反内卷工作，力求尽快走出内卷式恶性竞争，请大家一切以官方 发布信息为准，并感谢大家对光伏行业的支持，坦言任重道远。 智通财经APP获悉，光伏股早盘再度下跌，截至发稿，新特能源(01799)跌4.75%，报7.02港元；福莱特 玻璃(06865)跌3.52%，报10.42港元；信义光能(00968)跌3.75%，报3.08港元；信义玻璃(00868)跌 3.75%，报8.22港元。 值得注意的是，光伏行业协会并未明确提及澄清事项的具体细节。据证券时报记者从业内多方获悉，光 伏行业协会本次澄清内容或与市场传闻的多晶硅行业以大收小的收储事项有关。此外，金瑞期货锂硅研 究员刘钟颖表示，上周多晶硅产量达2.55万吨，环比增加2500吨。下游排产维持低位，多晶硅基本面存 在边际走弱迹象，价格走势与基本面相悖。在市场情绪和政策预期加持下，多晶硅价格仍然维持偏强预 期，但需警惕后市政策不及预期，情绪降温后价格 ...

Core Viewpoint - The photovoltaic stocks have experienced a decline, with significant drops in share prices for companies such as New Special Energy, Fuyao Glass, Xinyi Solar, and Xinyi Glass, amidst clarifications from the China Photovoltaic Industry Association regarding recent rumors in the industry [1] Industry Summary - The China Photovoltaic Industry Association issued a clarification stating that recent media reports about the industry's internal competition, particularly concerning polysilicon, are severely inaccurate. The association emphasized the importance of relying on official information and expressed gratitude for the industry's support [1] - The association aims to promote anti-competitive practices based on legal and market principles, indicating a commitment to addressing the challenges of excessive competition in the sector [1] - There are indications that the recent clarification may relate to market rumors about significant consolidation in the polysilicon industry. Additionally, polysilicon production reached 25,500 tons last week, reflecting a month-on-month increase of 2,500 tons [1] - Despite low downstream production levels and signs of weakening fundamentals in the polysilicon market, prices are expected to remain strong due to market sentiment and policy expectations. However, there are warnings about potential price corrections if policy outcomes do not meet expectations [1]