双良节能（600481.SH）11月18日在投资者互动平台表示，公司液冷产品目前主要应用于数据中心、新 型储能项目等场景。 每经AI快讯，有投资者在投资者互动平台提问：请问贵司的液冷产品能否用于汽车充电桩的降温？ （文章来源：每日经济新闻） ...

光伏设备板块持续走低，国晟科技跌超8%，弘元绿能、迈为股份、双良节能跟跌。 ...

Core Viewpoint - The photovoltaic sector experienced a significant drop due to rumors regarding the cancellation of a storage platform, leading to a collective decline in major stocks such as Canadian Solar and JA Solar, which fell over 6% [1][2]. Group 1: Market Reaction - The photovoltaic sector was already fragile, and any minor disturbance could trigger panic selling, as evidenced by the sharp decline following the rumors [2]. - Major stocks like Canadian Solar saw a drop of over 14%, while JA Solar, LONGi Green Energy, and others fell more than 6% [2]. - The photovoltaic ETF also experienced a decline of over 5%, indicating widespread market panic [2]. Group 2: Rumor and Response - The rumors included claims that a silicon material and component alliance was rejected by authorities and that JA Solar's secretary claimed the storage platform was "dead" [2]. - In response, JA Solar denied the rumors, stating that no such comments were made by executives and emphasized their commitment to supporting the photovoltaic industry's policies [3]. - The China Photovoltaic Industry Association also issued a statement declaring the rumors as false and warned against malicious actions aimed at undermining the industry [3]. Group 3: Importance of Storage Platform - The storage platform is considered a crucial measure for the photovoltaic industry's "anti-involution" strategy, aimed at stabilizing the market [4]. - A proposed joint storage platform involving major companies is in the planning stages, with an estimated fund size of around 70 billion yuan [4]. - The initiative aims to control production by acquiring smaller production lines, which is seen as essential for the recovery of the photovoltaic supply chain [4]. Group 4: Industry Performance and Challenges - The photovoltaic industry is facing significant operational challenges, with a clear divergence in profitability across the supply chain [5]. - JA Solar reported a 24.05% year-on-year decline in revenue for Q3 2025, with a net loss of 11.65 billion yuan, reflecting the struggles of the downstream sector [5]. - In contrast, LONGi Green Energy showed signs of improvement, with a revenue of 509.15 billion yuan for the first nine months of the year, indicating a potential recovery [5]. Group 5: Market Sentiment and Future Outlook - The recent market reaction highlights the industry's sensitivity to policy changes and rumors, reflecting broader concerns about the implementation of the "anti-involution" policies [6]. - The stability of silicon prices and the ability to pass costs down the supply chain are critical factors for the industry's recovery [6]. - The overall market remains under pressure due to high inventory levels and concerns about the balance of interests between upstream and downstream sectors [6].

Group 1 - The core viewpoint of the articles revolves around the recent rumors regarding the photovoltaic industry, which led to a significant decline in stock prices of major companies in the sector, with some experiencing a drop of over 5% in a single day [1] - The rumors included claims about a company secretary stating that certain industry self-regulation initiatives were failing, raising concerns about the progress of self-regulatory mechanisms within the photovoltaic industry [1] - In response to the rumors, major companies like JA Solar issued urgent clarifications, denying the statements attributed to them and emphasizing the importance of relying on official channels for accurate information [1] Group 2 - The photovoltaic industry has faced significant losses over the past two years due to supply-demand mismatches and low-price competition, prompting a "anti-involution" initiative that began in the second half of 2024 [2] - The initiative includes measures such as production cuts and price controls to ensure that prices do not fall below production costs, with a focus on the upstream polysilicon segment, which is critical for the overall supply-demand balance [2] - Despite some leading polysilicon companies like GCL-Poly and Daqo Energy achieving profitability by Q3 2025, many downstream companies in the silicon wafer, cell, and module sectors continue to report losses [2]

分红方面，双良节能A股上市后累计派现40.89亿元。近三年，累计派现11.60亿元。 机构持仓方面，截止2025年9月30日，双良节能十大流通股东中，香港中央结算有限公司位居第四大流 通股东，持股2781.48万股，相比上期增加1682.56万股。长信金利趋势混合A（519994）位居第六大流 通股东，持股1750.00万股，为新进股东。光大保德信信用添益债券A类（360013）位居第七大流通股 东，持股1567.25万股，为新进股东。光伏ETF（515790）位居第十大流通股东，持股1278.68万股，相 比上期减少31.83万股。天弘中证光伏A（011102）退出十大流通股东之列。 资料显示，双良节能系统股份有限公司位于江苏省江阴市利港镇西利路88号，成立日期1995年10月5 日，上市日期2003年4月22日，公司主营业务涉及公司目前主要业务分为1、节能节水系统,包括:溴化锂 冷热机组、换热器、空冷系统等;2、光伏新能源系统,包括多晶硅还原炉及其模块,以及大尺寸单晶硅 棒、硅片。主营业务收入构成为：光伏产品67.05%，节能节水装备31.01%，新能源装备1.94%。 双良节能所属申万行业为：电力设备- ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 细胞免疫治疗 | 2.20 | 培育钻石 | -4.21 | | 可燃冰 | 1.81 | 超导概念 | -2.92 | | 猴痘概念 | 1.57 | BC电池 | -2.84 | | 血氧仪 | 1.56 | 可控核聚变 | -2.40 | | 芬太尼 | 1.39 | 光热发电 | -2.20 | | 基因测序 | 1.28 | 钛白粉概念 | -2.18 | | 眼科医疗 | 1.24 | 硅能源 | -2.13 | | 重组蛋白 | 1.14 | HJT电池 | -2.09 | | 辅助生殖 | 1.11 | TOPCON电池 | -1.98 | | 脑机接口 | 1.07 | 光纤概念 | -1.96 | 资金面上看，今日光热发电概念板块获主力资金净流出11.08亿元，其中，34股获主力资金净流出，5股 主力资金净流出超亿元，净流出资金居首的是中国电建，今日主力资金净流出1.89亿元，净流出资金居 前的还有兰石重装、双良节能、东方电气等，主力资金分别净流出1.39亿元、1.1 ...

Core Viewpoint - The Chinese Photovoltaic Industry Association has issued a statement addressing false information circulating online, emphasizing its commitment to industry self-discipline and combating negative narratives about the photovoltaic sector [1] Market Performance - On November 12, the photovoltaic sector experienced a decline, with notable drops in stock prices: - Canadian Solar (阿特斯) fell over 17% - Photovoltaic ETF dropped over 4% - Longi Green Energy (隆基绿能) decreased over 7% - Tongwei Co. (通威股份) and JA Solar (晶澳科技) both fell over 6% [3] Stock Performance - The photovoltaic equipment index was reported at 8277.90, down 3.51% - Specific stock performances included: - Canadian Solar: 20.56, down 14.33% over five days - Aiko Solar (艾罗能源): 68.65, down 10.16% over five days - Yuhuan Energy (亿晶光电): 4.72, down 7.81% over five days - Longi Green Energy: 38.75, down 7.23% over five days - JA Solar: 14.03, down 6.84% over five days [4]

Group 1 - The China Photovoltaic Association issued a statement refuting rumors circulating online, emphasizing that the association and industry players are working steadily to maintain national and industry interests [1] - The association condemned malicious actions aimed at defaming the photovoltaic industry and stated their commitment to combat such behaviors [1] Group 2 - JinkoSolar's staff responded to media inquiries, clarifying that no executives claimed "the storage platform is failing," labeling the rumor as false [3] - The staff noted that JinkoSolar is not a participant in the storage platform and lacks detailed information on its implementation [3] - The photovoltaic sector experienced a significant decline, with leading companies like Longi Green Energy dropping over 7% and Canadian Solar falling over 14% [3]

Group 1 - The core viewpoint of the news highlights significant market fluctuations in the photovoltaic industry, driven by rumors regarding regulatory actions and company statements [2][3]. - A notable decline in stock prices was observed among key players in the photovoltaic sector, with companies like Aters (20.56, -14.33%) and Airo Energy (68.65, -10.16%) experiencing substantial drops [2][3]. - The China Photovoltaic Industry Association issued a statement refuting the circulating rumors, emphasizing the need for careful discernment and condemning malicious actions aimed at undermining the industry [5]. Group 2 - The market saw a significant movement attributed to rumors that a silicon material and component alliance faced regulatory rejection, alongside claims from JA Solar executives about the failure of a photovoltaic storage plan [3]. - The association's response underscores its commitment to protecting national and industry interests against misinformation and malicious market manipulation [5].

Group 1 - The photovoltaic sector experienced a significant decline, with the photovoltaic equipment index (BK1031) dropping by 3.31% as of November 12, 2023, and several stocks, including Longi Green Energy and Aiko Solar, falling over 7% [1][2] - A rumor circulated that a senior executive from JA Solar stated that the "storage platform has failed," which led to a sharp increase in stock prices for companies like Longi Green Energy and JA Solar prior to the decline [2][3] - The China Photovoltaic Industry Association issued a statement refuting the rumors, emphasizing their commitment to industry self-regulation and the importance of distinguishing between false information and reality [3][5] Group 2 - JA Solar expressed confidence in the implementation of policies aimed at reducing "involution" in the industry and supports the establishment of the storage platform, acknowledging the challenges ahead [5][7] - Analysts noted that "involution" competition has suppressed price levels and corporate profits, and a comprehensive approach is needed to address this issue across various industries, including photovoltaic [5][7] - The price of polysilicon remains stable, with the latest data showing the transaction price for n-type polysilicon ranging from 49,000 to 55,000 yuan per ton, with an average price of 53,200 yuan per ton, unchanged from the previous week [6][7]