Citi将 隆基绿能 评级上调至买进，目标价26元人民币，即上涨20%。 ...

Citi将隆基绿能评级上调至买进，目标价26元人民币，即上涨20%。 ...

11月15日，在《联合国气候变化框架公约》第30次缔约方大会期间的"创新加速气候行动，携手共创绿色未来"主题活动上，隆基正式对外发布其《2024- 2025隆基绿能气候行动白皮书》。隆基绿能创始人、首席科技官李振国、《联合国气候变化框架公约》秘书处气候减缓部主任詹姆斯. 格雷博特、国际可再 生能源署总干事弗朗切斯科·拉·卡梅拉、全球赋能可持续发展组织首席执行官路易斯·内维斯等嘉宾共同出席了该报告的发布仪式，见证了这一重要时刻。据 悉，这是自2021年以来隆基发布的第四份气候行动白皮书。该报告首次全面对标国际转型计划工作组信息披露框架及IFRS S2气候相关披露准则，系统提 出"到2050年实现全价值链净零排放"的战略雄心与实施路径。 科学目标驱动 减排路径清晰可溯 作 为 中 国 首 家 通 过 科 学 碳 目 标 倡 议 审 核 的 光 伏 企 业 ， 隆 基 在 本 次 白 皮 书 中 进 一 步 明 确 其 阶 段 性 目 标 ： 到 2 0 3 0 年 ， 范 围 一 和 范 围 二 排 放 较 2 0 2 0年下降6 0%；范围三排放强度下降5 2%。公司承诺在2 0 3 0年前完成全部生产经营场所 ...

Investment Rating - The report does not explicitly state an investment rating for the industry [1]. Core Views - The price of photovoltaic silicon wafers continues to be under pressure due to reduced demand from downstream battery segments, leading to a significant decrease in orders and subsequent price drops. Some second and third-tier companies are forced to clear inventory, causing further price declines. A slight rebound in N-type 183mm silicon wafer prices was noted after several companies attempted to stabilize prices [4][2]. - In the industrial gas sector, the price of liquid argon has increased by 7.94% to 829 RMB/ton, while the prices of liquid oxygen and nitrogen have decreased by 2.54% and 4.6%, respectively. The overall price trend is stable, with no significant upward pressure expected in the near future [4][2]. - The automotive market saw a slight decline in retail sales in early November, with a year-on-year decrease of 19%. However, long-term growth in sales is anticipated due to upcoming tax incentives for electric vehicles [4][2]. Summary by Sections Market Overview - The mechanical equipment, electric power equipment, and automotive industry indices experienced declines of -2.22%, -0.8%, and -2.11%, respectively, ranking 28th, 23rd, and 26th among 31 first-level industries [9][1]. Industry News and Key Company Announcements - Longi Green Energy plans to acquire approximately 61.9998% of Suzhou Jingkong Energy Technology Co., Ltd., marking its entry into the energy storage sector [22][2]. - The domestic inventory of photovoltaic components has continued to decline, with a 0.6GW reduction noted in the second week of November [22][2]. - The Inner Mongolia government has outlined plans to significantly develop renewable energy, aiming for over 300 million kW of installed renewable energy capacity by 2030 [22][2].

沪指11月17日下跌0.46%，申万所属行业中，今日上涨的有17个，涨幅居前的行业为计算机、国防军 工，涨幅分别为1.67%、1.59%。跌幅居前的行业为医药生物、银行，跌幅分别为1.73%、1.31%。电力 设备行业今日下跌0.69%。 资金面上看，两市主力资金全天净流出319.53亿元，今日有6个行业主力资金净流入，计算机行业主力 资金净流入规模居首，该行业今日上涨1.67%，全天净流入资金72.11亿元，其次是国防军工行业，日涨 幅为1.59%，净流入资金为28.92亿元。 主力资金净流出的行业有25个，医药生物行业主力资金净流出规模居首，全天净流出资金87.89亿元， 其次是电力设备行业，净流出资金为76.44亿元，净流出资金较多的还有电子、非银金融、汽车等行 业。 电力设备行业今日下跌0.69%，全天主力资金净流出76.44亿元，该行业所属的个股共364只，今日上涨 的有149只，涨停的有11只；下跌的有211只。以资金流向数据进行统计，该行业资金净流入的个股有 112只，其中，净流入资金超亿元的有15只，净流入资金居首的是精达股份，今日净流入资金4.54亿 元，紧随其后的是容百科技、星源材质，净流 ...

科学目标驱动，减排路径清晰可溯 作为中国首家通过科学碳目标倡议审核的光伏企业，隆基在本次白皮书中进一步明确其阶段性目标： 到 2030 年，范围一和范围二排放较 2020 年下降 60% ；范围三排放强度下降 52% 。公司承诺 在 2030 年前完成全部生产经营场所充电设施覆盖。 11 月 15 日，在《联合国气候变化框架公约》第 30 次缔约方大会期间的"创新加速气候行动，携 手共创绿色未来"主题活动上，隆基正式对外发布其《 2024-2025 隆基绿能气候行动白皮书》。隆 基绿能创始人、首席科技官李振国、《联合国气候变化框架公约》秘书处气候减缓部主任詹姆斯 . 格雷博特、国际可再生能源署总干事弗朗切斯科·拉·卡梅拉、全球赋能可持续发展组织首席执行官 路易斯·内维斯等嘉宾共同出席了该报告的发布仪式，见证了这一重要时刻。据悉，这是自 2021 年 以来隆基发布的第四份气候行动白皮书。该报告首次全面对标国际转型计划工作组信息披露框架及 IFRS S2 气候相关披露准则，系统提出"到 2050 年实现全价值链净零排放"的战略雄心与实施路 径。 "应对气候变化是一场需要全球协作的系统工程，企业的价值不仅体现在经济 ...

Core Viewpoint - Longi Green Energy has released its "2024-2025 Climate Action White Paper," committing to achieve net-zero emissions across its entire value chain by 2050, aligning with international disclosure frameworks [3][11]. Group 1: Climate Goals and Strategies - The white paper outlines specific targets: a 60% reduction in Scope 1 and Scope 2 emissions by 2030 compared to 2020 levels, and a 52% reduction in Scope 3 emissions intensity [4][6]. - Longi's carbon reduction strategy is structured around five pillars: operational decarbonization, value chain collaboration, product carbon footprint management, climate solution development, and just transition promotion, supported by quantifiable metrics and annual tracking mechanisms [6]. Group 2: Emission Data and Progress - In 2024, Longi's total operational carbon emissions are projected to be 3,184,782 tons of CO2 equivalent, reflecting a 23.8% increase from 2020 but a 37% decrease from the peak in 2023 [7]. - Scope 1 emissions decreased by 8.0%, and Scope 2 emissions decreased by 37.0%, indicating significant progress in energy efficiency and green electricity substitution [7]. - Longi plans to cover all production and operational sites with charging facilities by 2030 and has implemented 477 energy-saving projects expected to save 426 million kWh, equivalent to a reduction of 250,000 tons of CO2 [7]. Group 3: Supply Chain and Product Innovations - Scope 3 emissions account for nearly 90% of Longi's total value chain emissions, with 27.34 million tons of CO2 equivalent in 2024, primarily from purchased goods and services [8]. - Longi has initiated a "Green Supply Chain Empowerment Program" to engage 50 suppliers in carbon verification and has increased low-carbon transportation to 79.3% of finished goods logistics [8]. - The company has achieved 53 carbon footprint certifications for its products, with the Hi-MO 9 module's carbon footprint reduced to below 350 kg CO2e/kW [8]. Group 4: Technological Advancements and Diversification - Longi's monocrystalline silicon cell efficiency reached 27.81%, and the perovskite-silicon tandem cell efficiency reached 35%, both setting new world records [8]. - The company is diversifying its energy solutions through BIPV, solar + agriculture, and solar + hydrogen projects, demonstrating adaptability in extreme climate conditions in countries like Uzbekistan, Egypt, and Brazil [8]. Group 5: Governance and Financial Integration - Longi has established a governance structure centered around its Board's Strategy and Sustainability Committee, linking climate performance to management compensation [9]. - The company plans to incorporate climate strategy into its budgeting process and conduct its first ESG dual materiality assessment in 2024 [9]. - Longi is transitioning from a solar product supplier to a builder and advocate of a zero-carbon energy ecosystem, as evidenced by its commitment to the "Solar for Solar" concept and its status as the first company in the industry to pass SBTi verification [9].

电力设备及新能源 2025 年 11 月 17 日 行业周报 隆基绿能收购精控能源，独立储能容量电价机制继续完善 强于大市（维持） 行情走势图 -30% -20% -10% 0% 10% 20% 30% 40% 50% 2024/11/14 2025/04/14 2025/09/14 沪深300指数 电力设备及新能源 电力设备及新能源·行业周报 证券分析师 | 李梦强 | 投资咨询资格编号 | | --- | --- | | | S1060525090001 | | | LIMENGQIANG340@pingan.com.cn | | 皮秀 | 投资咨询资格编号 | | | S1060517070004 | | | PIXIU809@pingan.com.cn | | 张之尧 | 投资咨询资格编号 | | | S1060524070005 | | | ZHANGZHIYAO757@pingan.com.cn | 平安观点： 本周（2025.11.10-2025.11.14）新能源细分板 块行情回顾。风电指数 （866044.WI）下跌 3.17%，跑输沪深 300 指数 2.09 个百分点。截至本 周，风电板 ...

Market Overview - The A-share market has been in a sideways consolidation phase, with the Shanghai Composite Index hovering around the 4000-point mark for half a month [2] - As of November 14, the financing balance in the A-share market was reported at 2.475 trillion yuan, showing a decrease of 134.6 billion yuan from the previous trading day [3] Financing Trends - The financing balance has decreased slightly since the beginning of November, contrasting with the previous upward trend observed in October [3] - The financing balance on November 3 was 2.477 trillion yuan, indicating a decline of 0.002 trillion yuan by mid-November [3] Industry Performance - The electric power equipment industry recorded the highest net financing inflow of 152.29 billion yuan, followed by the basic chemical and pharmaceutical industries with net inflows of 46.2 billion yuan and 27.53 billion yuan, respectively [4] - A total of 15 out of 31 industries experienced net financing inflows, while 16 industries faced net outflows [4] Individual Stock Performance - Notable stocks with significant net financing inflows include Ningde Times, Dongshan Precision, and Jiangbolong, each exceeding 10 billion yuan in net inflows [6] - Conversely, stocks like Shenghong Technology and Guiding Compass saw substantial net outflows, with Shenghong Technology exceeding 20 billion yuan [6][7] Market Sentiment and Future Outlook - The current market sentiment indicates a decrease in the enthusiasm of leveraged funds, with a focus on sectors like lithium batteries and electrolyte themes [8] - Analysts suggest maintaining a positive position but caution against chasing high valuations, especially as the market remains in a consolidation phase around the 4000-point level [9]

主力资金早间净流入计算机、国防军工、传媒等板块，净流出医药生物、银行等板块。 具体到个股来看，长城军工、三六零、华胜天成获净流入18.28亿元、15.76亿元、14.19亿元。 净流出方面，隆基绿能、中国铝业、先导智能遭抛售4.05亿元、4.03亿元、3.79亿元。 (本文来自第一财经) ...