数据统计显示，上证可持续发展产业主题指数近一个月下跌2.38%，近三个月上涨0.03%，年至今下跌 4.66%。 金融界8月14日消息，上证指数高开低走，上证可持续发展产业主题指数 (持续产业，000114)下跌 0.88%，报1147.31点，成交额213.48亿元。 据了解，上证可持续发展产业主题指数选取可持续发展相关产业中规模大、流动性好的40只上市公司证 券作为样本，以反映可持续发展产业证券的整体表现。该指数以2011年06月30日为基日，以1000.0点为 基点。 从指数持仓来看，上证可持续发展产业主题指数十大权重分别为：长江电力（30.84%）、隆基绿能 （8.76%）、中国核电（6.86%）、特变电工（6.28%）、三峡能源（5.61%）、通威股份（4.97%）、国 投电力（3.24%）、川投能源（2.75%）、东方电气（2.21%）、晶科能源（1.96%）。 从上证可持续发展产业主题指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证可持续发展产业主题指数持仓样本的行业来看，公用事业占比51.88%、工业占比43.49%、通信 服务占比4.63%。 资料显示，指数样本每年调整一次 ...

Group 1 - The core viewpoint of the article highlights the compliance management system audit conducted for six subsidiaries of Tongwei Co., Ltd. by BSI, emphasizing the importance of compliance obligations and risk assessment [1] - The audit involved 14 experts from BSI who performed a comprehensive review of the compliance management systems of the certified entities, focusing on operational effectiveness [1] - The administrative department of Tongwei Co., Ltd. organized the compliance supervision checks for the first half of 2025, ensuring that the compliance teams were well-prepared for the audit [1] Group 2 - In June 2023, Tongwei Co., Ltd. implemented the ISO 37301 compliance management system across its headquarters and photovoltaic industry chain using a "1+3" model [1] - After three years of development, six operating entities have successfully obtained certification based on the ISO 37301 compliance management system [1]

市场格局呈现新特征 上半年前五大电池片供货商的全球总出货量约87.8GW，相比去年同期增长约12.5%。全球前十大组件供 货商总出货量约为247.9GW，较去年同期增长10%。中国光伏行业协会数据显示，上半年组件产量 310GW，同比增长14.4%。以此计算，前十大组件厂商的产量占了总量的约80%。 随着终端市场对该尺寸接受度的提升，国内多数电池厂也于今年陆续将18XN等小尺寸产线转为生产 210RN。英发睿能已于今年二季度开始推进BC电池片出货，成为全球第一家外销BC电池片的专业电池 厂。该公司透过前瞻性的排产与经营策略，有效把握市场机遇，N型电池片出货量于上半年达到全球前 二。 新能源研究机构InfoLink发布的最新光伏双榜单显示，今年上半年电池和组件两大环节的龙头企业排名 出现微调。与2024年全年相比，参与排名的企业保持不变，但具体位次发生细微变动。电池环节中，英 发睿能从第四位跃升至第三位，与捷泰科技实现位置互换。通威股份继续稳居电池榜首位置，爱旭股份 保持第五名。组件环节的变化相对更为明显，晶科能源维持老大地位，隆基绿能仍居第二。晶澳科技与 天合光能并列第三，一道新能与阿特斯并列第七。 通威股份 ...

8月13日，A股三大指数震荡走强，沪指轻松突破924行情高点！"反内卷"主题持续发酵，截至14:09，同类规模领先，费率最低档的电池50ETF （159796）涨1.75%；同样费率最低档的光伏龙头ETF（516290）涨1.3%！ 电池50ETF（159796）标的指数成分股多数冲高，固德威涨超7%，银轮股份、科华数据等涨超6%，均胜电子涨超5%，宁德时代、国轩高科等 涨超3%，阳光电源、亿纬锂能等涨幅居前。 【电池50ETF（159796）标的指数前十大成分股】 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重▽ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 | 电力设备 | 0.45% | 48.13 Z | 12.70% | | 2 | 300750 | 宁德时代 | 电力设备 | 3.70% | 89.00 Z | 8.43% | | 3 | 002050 | 三花智控 | 家用电器 | 2.56% | 19.04亿 | 6.03% | | 4 | 300014 | 亿纬锂能 | ...

Core Insights - InfoLink has released a new ranking for leading companies in the photovoltaic battery and module sectors, showing slight changes compared to the previous year, with no new entrants in the top ranks for the first half of 2025 [1][2]. Battery Segment Summary - The top five battery manufacturers remain unchanged in terms of participants, with slight positional shifts: Tongwei Co., Ltd. retains the top position, while Yingfa Renergy moves from fourth to third, swapping places with Jietai Technology [2]. - Yingfa Renergy's N-type battery shipments reached the top two globally in the first half of the year, and it became the first company to export BC battery cells [2][3]. - The total global shipment volume of the top five battery suppliers reached approximately 87.8 GW, marking a year-on-year increase of about 12.5% [2]. Module Segment Summary - The module segment saw more significant changes, with JinkoSolar maintaining its leading position and LONGi Green Energy in second place. JA Solar and Trina Solar are now tied for third [5][6]. - The total shipment volume of the top ten module suppliers was approximately 247.9 GW, reflecting a 10% increase year-on-year [7]. - The production of modules in the first half of the year reached 310 GW, a 14.4% increase compared to the previous year [9]. Market Trends and Observations - The market is witnessing a shift towards larger TOPCon battery cells, with the 210RN size accounting for about 31.4% of shipments, up from 8% in the previous year [3]. - Companies like Tongwei and Yida New Energy reported shipment increases of 30-40%, indicating rapid expansion in their module business [10]. - The industry is experiencing a transformation aimed at addressing long-standing issues of supply-demand mismatch and unhealthy price competition, with a focus on sustainable profitability rather than just market share [12][13]. Financial Performance - The financial performance of companies like Yongdian Dongci and Aiko Solar has been noteworthy, with Yongdian Dongci achieving a net profit of 960-1,050 million yuan, a year-on-year increase of 49.6%-63.6% [11]. - Despite high shipment volumes, many companies are facing significant losses, with 31 A-share listed photovoltaic companies reporting a total net loss of 57.47 billion yuan in 2024 [12][15].

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for selected companies within the electric power equipment and new energy sector [3]. Core Insights - The photovoltaic sector is experiencing demand front-loading, with supply-side reforms needing close observation. The report emphasizes that significant demand growth is essential for market expansion, but limited absorption capacity and mismatched demand in overseas markets complicate the situation. Policy intervention is deemed crucial for the industry's recovery [1][13]. - In the energy storage segment, demand remains robust, but market dynamics are shifting. The report expresses optimism about large-scale storage despite concerns that it may follow the path of photovoltaics. The focus is on high-quality products and integrated service solutions, with expectations for profit margins to stabilize around 20-25% [2][7]. - The lithium battery sector faces challenges due to weak pricing power in the materials segment, driven by supply-demand imbalances. The report notes that the industry's effective capacity utilization is projected to hover around 60-65%, with leading battery manufacturers exerting significant influence over pricing and production cycles [6][12]. Summary by Sections Photovoltaics - Demand has been front-loaded, leading to a significant increase in installations, with 212.21 GW added in the first half of 2025, a 107.1% year-on-year increase. However, the market saw a sharp decline in June, indicating potential overcapacity and absorption issues [13][16]. - The report highlights the need for supply-side reforms and policy support to stabilize the industry, as the current market dynamics are characterized by a mismatch between supply and demand [1][19]. Energy Storage - The report indicates a positive outlook for large-scale energy storage, with expectations for profit margins to stabilize at 20-25%. The competitive landscape is evolving, with a focus on high-quality integrated solutions [2][7]. - The report also notes that the distributed energy storage market is entering a new phase, with competition intensifying and previous easy profits becoming harder to achieve [5][12]. Lithium Batteries - The lithium battery sector is experiencing a lack of pricing power in the materials segment, with effective capacity utilization projected at 60-65%. The report suggests that leading manufacturers are likely to dominate pricing and production cycles, impacting smaller players [6][12]. - The report emphasizes the need for material suppliers to adapt through cost reduction and technological advancements to remain competitive in a challenging market [6][12]. Investment Recommendations - The report suggests that the electric new energy sector is in a phase of "repeated games," with expectations for growth and recovery being tempered by market realities. The priority for sector recovery is seen as energy storage, followed by power batteries and photovoltaics [7][8]. - Selected companies such as Tongwei Co., Longi Green Energy, and Aiko Solar are highlighted as potential investment opportunities due to their competitive advantages in management, cost, and technology [8].

格隆汇8月12日丨通威股份(600438.SH)在互动平台表示，公司可用于半导体产业的电子级多晶硅已批量 稳定供货，持续践行电子级晶硅"通威智造"。 ...

公募基金二季报本周进入密集披露期，部分头部基金及知名基金经理的调仓动向也备受市场关注。 综合来看，各家基金在二季度保持了高仓位运作，新能源产业链、医药消费等成为关注重点。 此外，睿远基金傅鹏博管理的基金则对光伏行业板块个股更为关注。综合季报，通威股份、迈为股 份等新晋十大重仓股，大族激光、先导智能等退出前十大重仓股序列；由傅鹏博、朱璘管理的睿远成长 价值混合基金前十大重仓股为三安光电、中国移动、立讯精密、东方雨虹、万华化学、通威股份、吉利 汽车、沃森生物、迈为股份、国瓷材料。相比一季度，该基金新进持仓了通威股份、吉利汽车、迈为股 份，而先导智能、大族激光、卫宁健康则被调出十大重仓股序列；广发基金刘格菘持仓结构没有出现大 幅调整。其前十大重仓股当中，亿纬锂能、龙佰集团的持仓量不变，国联股份、福莱特分别新晋成为第 七大重仓股和第九大重仓股。另外，晶澳科技、隆基绿能、锦浪科技等多只个股持股数量均较一季度末 有所增长。 Wind数据显示，截至7月20日记者发稿时，已经有多家基金公司旗下1338只股票型开放式基金（未 合并A/C）发布了二季度报告，其中不乏头部基金公司和张坤、刘格菘、傅鹏博、李晓星等知名基金经 理。易方 ...

北上资金增持居前的高增长碳中和概念股 能源消费总量不同类型占比变化 ■ 北上资金7月以来增持(亿元) 30 25 20 15 10 5 0 宁德时代 晶澳科技 通威股份 特变电工 捷佳伟创 赣锋锂业 盐湖股份 | 净利润持续高增长的碳中和概念股一览 | | --- | | 代码 | 简称 | A股市值 | 年内 | 滚动 | | --- | --- | --- | --- | --- | | | | (亿元) | 涨跌幅 | 市盈率 | | | | | (%) | (倍) | | 600089 | 特变电工 | 810.60 | 9.25 | 4.64 | | 600438 | 通威股份 | 1531.12 | -4.51 | 5.26 | | 002460 | 赣锋锤业 | 935.40 | -15.24 | 6.04 | | 000792 | 盐湖股份 | 1051.26 | -14.72 | 7.36 | | 603185 | 弘元绿能 | 280.82 | -33.64 | 9.19 | | 002709 | 天赐材料 | 685.03 | -17.83 | 13.95 | | 002459 | 晶澳 ...

在经历了一周的短暂暂停后，中国有色金属工业协会硅业分会恢复更新了周度硅料报价。 通威股份董事会秘书严轲提到，伴随硅料价格逐步下探触及行业部分产能成本线，部分相对落后产能将 逐步出清，部分新项目的投建与运行也存在较大不确定性，考虑到多晶硅环节具有高投入、高风险的化 工属性，长期来看将保持较为合理的价格与毛利率。同时，在短期供应相对过剩和N型产品占比提升的 背景下，不同产能产品品质的差异也将带来价格分化。 特变电工总经理黄汉杰表示，当前多晶硅新产能处于全面爬坡过程中，当下公司主要采取的措施是全面 落实安全生产，确保产出稳定、质量全面提升，更高比例的生产N型硅料，满足下游需求的结构性变 化，不断改进工艺，实施精细化成本管理，进一步降低成本。 数据显示，本周N型料成交均价为7.52万元/吨，较两周前市场价格下降19.23%。单晶致密料成交均价为 6.79万元/吨，较两周前市场价格下降15.23%。 硅业分会指出，本周成交量基本来源于一线大厂，大厂和小厂的成交价差逐步拉大。同时，N-P价差开 始收窄，N型成交量高于P型成交量，N型降价幅度略高于P型。 价格变动原因主要有两点，一是当前下游硅片企业减产超50%，对多晶硅需 ...