每经AI快讯，1月23日，双良节能(600481.SH)公告，预计2025年度归属于上市公司股东的净利润为-7.8 亿元到-10.6亿元。报告期内光伏新增装机规模虽同比有所增长，但仍处于阶段性调整过程。光伏全产 业链价格依旧承压，叠加原材料成本变化及部分固定资产减值计提的影响，公司2025年度经营业绩将继 续亏损。 （文章来源：每日经济新闻） ...

人民财讯1月23日电，双良节能（600481）1月23日发布业绩预告，预计2025年度实现归属于上市公司股 东净利润为亏损7.8亿元—10.6亿元，上年同期净利润为亏损21.34亿元。报告期内光伏新增装机规模虽 同比有所增长，但仍处于阶段性调整过程。光伏全产业链价格依旧承压，叠加原材料成本变化及部分固 定资产减值计提的影响，公司2025年度经营业绩将继续亏损。 ...

● 本次业绩预告的具体适用情形：净利润为负值。 ● 双良节能系统股份有限公司（以下简称"公司"）预计 2025 年度实现归 属于上市公司股东净利润为-106,000 万元到-78,000 万元。 | 证券代码：600481 | 证券简称：双良节能 | 编号：2026-007 | | --- | --- | --- | | 转债代码：110095 | 转债简称：双良转债 | | 双良节能系统股份有限公司 2025年度业绩预告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ● 预计 2025 年度实现归属于上市公司股东的扣除非经常性损益的净利润 为-115,000 万元到-80,000 万元。 ● 公司本次预计业绩数据未经注册会计师审计。预告数据仅为公司财务部 门初步核算数据，具体准确的财务数据以公司正式披露的 2025 年度报告为准， 敬请广大投资者注意投资风险。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 1、经公司财 ...

格隆汇1月23日丨双良节能(600481.SH)公布，经公司财务部门初步测算，预计2025年度实现归属于上市 公司股东净利润为-106,000万元到-78,000万元。预计2025年度实现归属于上市公司股东的扣除非经常性 损益的净利润为-115,000万元到-80,000万元。 报告期内光伏新增装机规模虽同比有所增长，但仍处于阶段性调整过程。光伏全产业链价格依旧承压， 叠加原材料成本变化及部分固定资产减值计提的影响，公司2025年度经营业绩将继续亏损。2026年作 为"十五五"开局之年，将成为光伏产业从调整期迈入高质量发展期的转折点，供需格局将持续改善。公 司将保持精益经营，在节能节水及新能源装备业务做好"业绩压舱石"的基础上双轮驱动发展，光伏业务 板块将持续发挥自身的技术、装备、规模及数智化等优势不断开拓市场、降本增效，努力提升2026年度 经营业绩。 ...

Core Viewpoint - The A-share market shows positive momentum with the Shanghai Composite Index closing at 4133.58 points, above the five-day moving average, reflecting a gain of 0.27% [1] Group 1: Market Performance - The total trading volume of A-shares reached 19,136.04 billion yuan [1] - A total of 961 A-shares have prices that surpassed the five-day moving average [1] Group 2: Individual Stock Performance - Notable stocks with significant deviation rates from the five-day moving average include: - Dongfang Risheng (300118) with a deviation rate of 16.59% and a price increase of 20.00% [2] - Jiejia Weichuang (300724) with a deviation rate of 15.34% and a price increase of 20.00% [2] - Ruichuang Weina (688002) with a deviation rate of 14.83% and a price increase of 20.00% [2] - Other stocks with notable performance include: - Jingke Energy (688223) with a deviation rate of 14.43% and a price increase of 18.09% [2] - Guosheng Tang (300436) with a deviation rate of 14.19% and a price increase of 20.00% [2]

Investment Rating - The report maintains a "Positive" investment rating for the space photovoltaic industry [3]. Core Insights - The space photovoltaic market is projected to reach a trillion-dollar scale, driven by the increasing demand from low Earth orbit (LEO) satellites and advancements in photovoltaic technology [8][41]. - The report highlights the transition from traditional gallium arsenide (GaAs) solar cells to silicon and perovskite technologies, indicating a shift towards cost-effective solutions in space applications [55][64]. Summary by Sections 1. Growth Drivers - The demand for space photovoltaics is significantly driven by communication and computing satellites, with LEO satellites becoming the mainstream development direction due to their lower costs and shorter development cycles [12]. - The Starlink project is expected to generate substantial revenue, with predictions of over 9 million customers by 2025, covering more than 155 countries [17]. 2. Technology Trends - GaAs multi-junction solar cells are currently the mainstream technology for space applications, achieving efficiencies over 30% [45]. - The report anticipates that silicon will become the next-generation technology, while perovskite is expected to emerge as the ultimate solution due to its high power-to-weight ratio and lower production costs [64]. 3. Material Innovations - The satellite power system consists of three main components: power generation units (solar wings), energy storage units (lithium-ion batteries), and control units [71]. - Flexible solar wings are gaining traction, with advancements in materials leading to the development of ultra-thin glass (UTG) and polyimide (PI) films for better performance in harsh space environments [81][84]. 4. Market Potential - The report estimates that the market space for low Earth orbit satellite photovoltaic systems could reach 275 billion yuan, while the market for space computing could exceed 1 trillion yuan by 2030 [41]. - The anticipated peak in satellite launches from 2030 to 2035 is expected to further drive the demand for space photovoltaics, with projections indicating over 18,000 satellites launched annually [23]. 5. Competitive Landscape - The report outlines the competitive landscape, highlighting key players in the space photovoltaic sector and their respective advancements in technology and materials [88].

Core Viewpoint - Shuangliang Energy (stock code: sh600481) reached its daily limit with a price of 7.55 yuan, marking a 9.94% increase and a total market capitalization of 14.709 billion yuan, driven by strategic shifts towards renewable energy and significant overseas orders [1][2]. Group 1 - The company is undergoing a strategic transformation focusing on green hydrogen production and zero-carbon factories, aligning with national dual carbon strategy [2]. - Shuangliang Energy holds over 300 patents and possesses technological advantages in areas such as electrolyzers and high-temperature heat pumps, enhancing its competitive position in the renewable energy market [2]. - The company secured a significant overseas order worth 119 million USD from Kazakhstan, increasing its overseas revenue share [2]. Group 2 - The operating cash flow for Q3 2025 improved significantly, showing a year-on-year increase of 262.63%, while the futures hedging business effectively mitigated raw material price volatility risks [2]. - The recent favorable policies and market attention towards the renewable equipment sector have led to increased activity in related stocks, creating a sector-wide momentum [2]. - Technical indicators for the stock show a bullish trend, with short-term moving averages in a positive alignment and the MACD indicator forming a golden cross, attracting further capital inflow [2].

（文章来源：每日经济新闻） 每经AI快讯，HIT电池板块领涨，上涨2.92%。其中，迈为股份上涨12.1%，明阳智能上涨10.01%，双良 节能上涨9.94%，东方日升、捷佳伟创、琏升科技涨超4%。 ...

南方财经1月23日电，光伏设备板块高开，钧达股份、双良节能涨停，迈为股份涨超10%，奥特维、连 城数控、高测股份、琏升科技、拉普拉斯跟涨。 ...

NDACC技术是双良历时5年自主研发的重大科研成果，融合直接空冷与间接空冷双重优势，开创"零风 机功耗+一次换热高效"的全新空冷范式。此次是该技术首次在极寒、极大风环境下规模化应用。针对 高寒、高风压严苛工况迭代升级的2.0版方案，集成动态分区抽真空、超低背压、独立过冷、均衡冷 凝、防偏风、全流程智控六大核心创新技术，既实现-40℃极寒环境安全经济运行，又显著提升大风工 况下的机组运行稳定性。 此次技术突破不仅填补了NDACC技术在极端环境的应用空白，更树立了火电行业极端环境空冷技术应 用的新标杆，进一步拓展了火电空冷技术的创新边界与应用场景。双良将持续深化核心技术研发，吸纳 本次评审会的宝贵建议，优化完善技术方案与工程设计，推动NDACC技术在更多场景拓展应用，以中 国智造助力火电行业绿色低碳转型。 1月20至21日，国家电投2×66万千瓦煤电一体化项目NDACC系统初步设计评审会暨第二次设计联络会 在江阴顺利召开，本次评审会由电规总院主持。经电规总院评审专家、业主及设计院联合审议，一致认 为双良提交的初步设计资料内容完整详实、技术深度贴合工程实际，六大核心创新技术亮点突出且具备 极强的工程落地可行性，标志 ...