Core Insights - Longi Green Energy has achieved a significant breakthrough in silicon-based tandem solar cell technology, with a certified efficiency of 29.8%, marking the first authoritative record for this type of cell globally [1][2] - The development of flexible silicon-perovskite tandem solar cells is expected to facilitate commercial applications in lightweight, high-power photovoltaic scenarios such as space and automotive solar energy [1][2] Group 1: Technological Advancements - The research team has successfully reduced the thickness of silicon wafers to 60 micrometers, allowing for flexibility without breaking at a bending radius of less than 2 centimeters [2] - An innovative "loose and dense" dual-layer buffer structure has been developed to address the challenges of mechanical stress and efficient charge transfer, enhancing the performance of the tandem cells [2] - Laboratory tests have shown that the small-area devices of the ultra-thin silicon-perovskite tandem solar cells have achieved an efficiency of 33.4%, certified by the National Renewable Energy Laboratory (NREL) [2] Group 2: Market Implications - The achievement of 30% efficiency is seen as a critical point for the large-scale commercialization of automotive solar energy, potentially transforming vehicles from energy consumers to mobile power stations [3] - Automotive companies like BYD and Changan are actively promoting solar energy integration in vehicles, with BYD's solar roof technology achieving a conversion efficiency of 23.18% and Changan's transparent solar body technology providing daily energy replenishment [4] - The collaboration between Longi Green Energy and academic institutions is expected to accelerate the commercialization of vehicle-mounted solar energy, with projections for widespread applications in logistics, cold chain, and emergency power supply [5]

Core Insights - The signing of the 180,000-ton green methanol project in Lianyungang's Ganyu District is a significant development in the region's chemical industry [1] - The project is a collaboration between Longi Green Energy Technology Co., Ltd., Zhongsheng Technology (Jiangsu) Group Co., Ltd., and Lianyungang Port Group Co., Ltd., with a total planned investment of 3 billion yuan [1] - This project is notable as it is Jiangsu's first gasification-based green methanol project, focusing on integrated raw material processing and power generation [1] Investment and Economic Impact - The project aims to utilize local resources such as straw through biomass gasification to produce synthesis gas, which will then be converted into methanol [1] - It is expected to enhance the port's distribution capabilities and contribute to the establishment of a green chemical demonstration park and a 10 billion yuan-level green industry [1]

本报记者 殷高峰 近日，《证券日报》记者从隆基绿能科技股份有限公司（以下简称"隆基绿能"）获悉，该公司联合苏州大学、西安交通大 学等研究团队在硅基叠层电池研究方向有了重要进展，其研发的商业尺寸硅片级柔性晶硅—钙钛矿叠层电池效率达29.8%。该 电池效率获德国弗劳恩霍夫太阳能研究所认证，成为全球首个获权威认证的该类型电池效率世界纪录。这一成果近日在线发表 在权威学术期刊《Nature》上。 据《证券日报》记者了解，车企也在积极推动车载光伏的发展。比亚迪股份有限公司（以下简称"比亚迪"）推出的智能太 阳能车顶技术已经应用在2025款汉DM-i与秦PLUS DM-i车型上。该项技术的核心是比亚迪自研的异质结电池（HJT）方案，通 过纳米级蚀刻工艺，将光电转换效率提升至23.18%，在理想光照条件下，车辆静置八小时即可补能50公里至70公里。 为此，研究团队创新构建了"疏松加致密"的双层缓冲层结构，其中疏松层能像弹簧床垫一样吸收机械应力，致密层则确保 高效的电荷传输。这一设计有效化解了应力缓冲与高效传输的矛盾。 基于该技术，研究团队研制出厚度仅60微米的超薄全硅片柔性叠层器件。该器件不仅实现了近30%的转换效率，还可 ...

隆基董事长钟宝申表示，三方将发挥项目开发、技术创新、工程建设等优势，推动项目顺利实现商业运 营，扩大合作成果。 根据协议，隆基将为项目供应1.1GW高效BC组件Hi-MO 9。项目建成后，将大幅提升中东清洁能源产 能，有望成为全球高品质光伏电站新标杆。该项目位于阿拉伯半岛东部，属热带沙漠气候，夏季高温且 温差大，对组件耐候性要求极高。而Hi-MO 9作为隆基BC系列旗舰产品，基于HPBC 2.0技术打造，在 高温、光照不均等复杂场景下可保持高效稳定发电。 此前中国内蒙古巴彦淖尔的沙漠治理配套光伏项目中，Hi-MO 9已验证卓越性能：每千瓦发电量较 TOPCon组件提升2.45%，单位面积发电效率高9.05%；即便长时间阴雨，月均发电量仍领先2.44%。西 班牙Enertis Applus+、法国IPVF的独立验证，进一步证实其度电成本优势，成为全球开发商认可的高价 值方案。 （来源：光伏见闻） 隆基、中电建与法国ENGIE集团领导团队近日在北京签约，正式敲定阿联酋阿布扎比1.5GW PV4 Hazza 1光伏项目合作。这是三方今年5月巴黎签署框架协议后的关键进展，标志项目全面进入实施阶段。 此次合作既是三方优 ...

11月20日，记者从隆基绿能科技股份有限公司获悉，该公司联合苏州大学、西安交通大学等研究团队研 发的商业尺寸硅片级柔性叠层电池效率达29.8%。该电池效率获德国弗劳恩霍夫太阳能研究所认证，成 为全球首个获权威认证的该类型电池效率世界纪录。这一成果近日在线发表于《自然》杂志。 晶硅—钙钛矿叠层电池技术通过融合两种半导体材料，将理论效率大幅提高，是公认的新一代光伏技 术。然而，其商业化一直面临柔性与稳定性难以兼顾的核心难题。 传统观念认为，单晶硅是刚性脆性材料。研究团队通过将硅片厚度降至60微米，使其具备柔韧性，弯曲 半径低于2厘米也不会破裂。但钙钛矿功能层在弯曲时易分层失效的问题，仍制约着其实际应用。 为此，研究团队创新构建了"疏松加致密"的双层缓冲层结构，其中疏松层能像弹簧床垫一样吸收机械应 力，致密层则确保高效的电荷传输。这一设计有效化解了应力缓冲与高效传输的矛盾。 隆基绿能科技股份有限公司首席科学家、中央研究院副院长徐希翔表示，这项突破为柔性晶硅—钙钛矿 叠层电池在空间光伏、车载光伏等轻质高功率光伏场景的商业开发奠定了基础。 基于该技术，研究团队研制出厚度仅60微米的超薄全硅片柔性叠层器件。该器件不仅实现 ...

人民财讯11月25日电，企查查APP显示，近日，潮州市盛源新能源有限公司成立，经营范围包含：太阳 能发电技术服务；储能技术服务；风力发电技术服务；海上风力发电机组销售等。企查查股权穿透显 示，该公司由隆基绿能（601012）间接全资持股。 ...

储能赛道发展提速。国家能源局公布的数据显示，截至今年三季度末，我国新型储能装机规模超过1亿 千瓦，与"十三五"末相比增长超30倍，装机规模占全球总装机比例超过40%，跃居世界第一。 储能作为光伏、风力等新能源发电的重要消纳方式，已经成为光伏龙头企业重点布局的赛道。 近日，陕西省市场监督管理局网站发布的信息显示，隆基绿能科技股份有限公司（以下简称"隆基绿 能"）拟通过股权收购、增资入股及表决权委托等多重方式，取得苏州精控能源科技股份有限公司约 61.9998%的表决权，实现对这家储能"独角兽"企业的单独控制。 至此，去年光伏组件全球出货量排名前五的光伏龙头企业已经全部入局储能赛道。 而晶科能源股份有限公司（以下简称"晶科能源"）、晶澳太阳能科技股份有限公司（以下简称"晶澳科 技"）、天合光能股份有限公司（以下简称"天合光能"）等龙头亦早已入局储能赛道。Infolink数据显 示，晶科能源位列2024年全球光伏组件出货榜榜首，晶澳科技和隆基绿能并列第二，天合光能位列第 四，通威股份位列第五。 "光储融合已成为能源转型的必然趋势，也是构建新型电力系统的关键路径。"万联证券投资顾问屈放在 接受《证券日报》记者采访时表 ...

至此，去年光伏组件全球出货量排名前五的光伏龙头企业已经全部入局储能赛道。 本报记者 殷高峰 储能赛道发展提速。国家能源局公布的数据显示，截至今年三季度末，我国新型储能装机规模超过1亿 千瓦，与"十三五"末相比增长超30倍，装机规模占全球总装机比例超过40%，跃居世界第一。 储能作为光伏、风力等新能源发电的重要消纳方式，已经成为光伏龙头企业重点布局的赛道。 近日，陕西省市场监督管理局网站发布的信息显示，隆基绿能科技股份有限公司（以下简称"隆基绿 能"）拟通过股权收购、增资入股及表决权委托等多重方式，取得苏州精控能源科技股份有限公司约 61.9998%的表决权，实现对这家储能"独角兽"企业的单独控制。 而晶科能源股份有限公司（以下简称"晶科能源"）、晶澳太阳能科技股份有限公司（以下简称"晶澳科 技"）、天合光能股份有限公司（以下简称"天合光能"）等龙头亦早已入局储能赛道。Infolink数据显 示，晶科能源位列2024年全球光伏组件出货榜榜首，晶澳科技和隆基绿能并列第二，天合光能位列第 四，通威股份位列第五。 "光储融合已成为能源转型的必然趋势，也是构建新型电力系统的关键路径。"万联证券投资顾问屈放在 接受《证券 ...

近期，多家上市公司集中发布回购、大股东增持等公告。面对市场的调整，回购增持潮再度上演是市场 信心的重要体现，A股市场的稳健发展趋势已经形成，短期市场波动不会改变中长期向上的趋势。 政策红利显著降低了回购增持再贷款主体的资金压力，提高了上市公司、大股东参与回购增持的灵活性 和积极性。有稳健的业绩支撑，又有便利的政策支持，面对市场的短期调整，上市公司和大股东们自然 而然会选择出手。 特别需要注意的是，今年以来注销式回购占比有所提升，显示出上市公司更加注重股东回报。尤其在市 场波动期，注销式回购对上市公司股价的支撑力度和对市场信心的提振效果更佳。 增持回购潮只是市场认可A股投资价值的一个方面，中长期资金的逆势布局、A股日成交活跃度持续保 持高位等，亦从不同的维度彰显A股的投资信心。 任何资本市场里慢牛行情都不会一蹴而就，正常调整在所难免。调整过程是对上市公司价值以及市场信 心的双重考验，归根到底要看上市公司的核心价值几何，而增持回购潮正是上市公司、重要股东们对上 市公司真实价值投出的信心票。 从央企到民企，从传统行业到科技公司，近期上市公司回购、大股东增持举动频现，力度持续"加码"， 说到底，上市公司稳健的业绩以及 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [3]. Core Viewpoints - The logic for high growth in lithium storage continues, with a focus on performance catalysts in the wind power sector [1]. - The report emphasizes the ongoing demand for energy storage and power equipment, with lithium supply remaining tight and the logic for wind and solar power remaining intact [15]. Summary by Sections 1. Photovoltaics - The industry is currently in a weak seasonal phase, but the core catalyst remains the anti-involution policy, with expectations for capacity control measures to be implemented by the end of the year [15][40]. - The "Chengdu Declaration" was released at the 2025 International Photovoltaic and Energy Storage Industry Conference, emphasizing the importance of anti-involution strategies and high-quality development [22]. - The price of polysilicon remains stable, while silicon wafer prices are declining due to weak demand and inventory pressure [28][34]. 2. Energy Storage - The report highlights ongoing domestic and international developments in energy storage, with a strong outlook for sustained high growth [45]. - In October, domestic energy storage added 1.70 GW/3.52 GWh, with a cumulative increase of 34.07 GW/85.71 GWh year-to-date, reflecting a 56% year-on-year growth [50]. - Significant projects include a 1.6 GWh energy storage project in Germany and new market mechanisms being established in various regions [47][48]. 3. Lithium Batteries - Demand expectations for lithium batteries are strengthening, with all segments showing a willingness to maintain prices, indicating a continuous improvement in profitability [15]. - The report recommends focusing on battery segments, particularly leading companies like CATL and EVE Energy, as well as other key players in the supply chain [15]. 4. Wind Power - The report notes a clear upward trend in the wind power sector, with the new five-year plan indicating a favorable cycle beginning [15]. - Companies like Goldwind Technology and Mingyang Smart Energy are highlighted as key players benefiting from this trend [15]. 5. Power Equipment - The report mentions the approval of five flexible direct current projects and a steady increase in transformer exports, indicating robust demand in the power equipment sector [15]. - Companies such as Sifang Electric and XJ Electric are recommended for their strong positions in the market [15]. 6. New Directions - The report emphasizes the importance of developments in humanoid robotics and domestic chip manufacturing, with a focus on Tesla's supply chain and the potential impact of NVIDIA's AI chips on the market [15].