当 地 时 间 1 月 22 日 ， 在 瑞 士 达 沃 斯 举 行 的 世 界 经 济 论 坛 2026 年 年 会 期 间 ， 隆 基 绿 能 副 总 裁 、 首 席 战 略 与 可 持 续 发 展 官 张 海 濛 应 邀 出 席"解锁创新与资本，赋能未来电力系统"议题讨论并发言。其间，他也接受了中国国际电视台（CGTN）的专访。张海濛基于隆基向绿 色能源综合解决方案服务商转型的实践，系统阐释了太阳能如何成为全球能源安全的关键支柱，以及公司如何通过技术创新与生态协 同，助力构建零碳电力系统。 从产品到系统：技术创新驱动能源变革 在论坛发言中，张海濛指出，光伏领域的真正突破在于让顶尖技术走向广阔市场。隆基聚焦叠层电池与BC电池两大路线，相关技术不 仅屡创世界纪录并通过国际权威验证。 "关键不仅在于创新，更在于商业化的能力。"他介绍，隆基BC量产组件已正式交付，并依托数字化与人工智能打造的"灯塔工厂"，确 保产品在规模化应用中的高度可靠，为零碳转型提供坚实的"核心积木"。 从市场到生态：全球协同共建零碳未来 随着太阳能成本持续下降、应用场景不断拓展，其正成为全球能源结构转型的核心驱动力。 张海濛在CGTN专访 ...

沪指1月26日下跌0.09%，申万所属行业中，今日上涨的有10个，涨幅居前的行业为有色金属、石油石 化，涨幅分别为4.57%、3.18%。跌幅居前的行业为国防军工、汽车，跌幅分别为4.47%、2.31%。电力 设备行业今日下跌1.42%。 资金面上看，两市主力资金全天净流出1143.17亿元，今日有6个行业主力资金净流入，非银金融行业主 力资金净流入规模居首，该行业今日上涨0.79%，全天净流入资金34.93亿元，其次是医药生物行业，日 涨幅为0.29%，净流入资金为28.39亿元。 主力资金净流出的行业有25个，电子行业主力资金净流出规模居首，全天净流出资金277.21亿元，其次 是电力设备行业，净流出资金为203.06亿元，净流出资金较多的还有国防军工、机械设备、汽车等行 业。 电力设备行业今日下跌1.42%，全天主力资金净流出203.06亿元，该行业所属的个股共365只，今日上涨 的有76只，涨停的有5只；下跌的有289只，跌停的有1只。以资金流向数据进行统计，该行业资金净流 入的个股有83只，其中，净流入资金超亿元的有7只，净流入资金居首的是帝科股份，今日净流入资金 3.00亿元，紧随其后的是鹏辉能源 ...

| 宁德时代 | -1.43 | -10.26亿元 | 电池 | | --- | --- | --- | --- | | 中国卫通 | -10 | -9.71亿元 | 通信服多 | | 蓝色光标 | 0.92 | -9.28亿元 | 文化传媒 | | 中国长城 | -5.8 | -9.07亿元 | 计算机设 | | 乾照光电 | 8.55 | -8.97亿元 | 光学光电 | | 捷佳伟创 | -1.86 | -8.90亿元 | 光伏设备 | | 航天发展 | -9.99 | -8.86亿元 | 通信设管 | | 铜陵有色 | 10.06 | -7.96亿元 | 有色金属 | | 岩山科技 | -5.04 | -7.68亿元 | 互联网服 | *数据仅供参考，不构成投资建议 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 航天电子 | -9.98 | -38.16亿元 | 航天航空 | | 中国卫星 | -10 | -25.95亿元 | 航天航空 | | 信维通信 | -10.05 | -18.59亿元 | 消费电子 | | 三花智控 ...

数据宝统计，截至14:44，隆基绿能成交额100.07亿元，超上一日全天。最新股价下跌1.60%，换手率 6.78%。上一交易日该股全天成交额为93.94亿元。（数据宝） （文章来源：证券时报网） ...

滙富快訊 矽片價格在下游需求謹慎下趨於穩定。在經歷減產及成本壓力緩解帶 來的深度虧損反彈後，矽片價格已趨平穩，但市場仍陷於僵持，據報 行業開工率維持在50-70%。目前主流價格範圍為：183N型號每片 1.30-1.40元，210RN型號每片1.40-1.50元，210N型號每片1.55-1.70 元。主要生產商堅持報價以穩定市場信心，而小型業者則暗降價格以 去化庫存。下游需求疲軟，電池片製造商因自身高庫存、組件廠壓價 及銀價上漲而抵制高價矽片。4月出口退稅取消並未提振矽片需求， 採購情緒依舊低迷，導致交投清淡，儘管實際採購量低，但賣方報價 依然堅挺。 香港及中國市場日報 今日焦點: ►中國光伏產業：政策與成本雙重驅動供應鏈價格變動 （2026年第4周） 2026年第4周，根據InfoLink數據，中國光伏報價在成本回升及政策 拉動出口需求下強勁反彈。多晶硅報價維持於每公斤54元人民幣，按 周持平但按月上升4%；主流矽片型號183N、210RN及210N價格分別約 為每片1.40元、1.40元及1.55元人民幣，按周持平但按月大幅反彈 12%。電池片價格方面，183N、210N及210RN型號按周上漲5%，按 ...

Investment Rating - The report maintains an "Accumulate" rating for the power equipment industry [1] Core Viewpoints - The space for space photovoltaic technology is vast, and the potential for solid-state batteries and AIDC (Advanced Intelligent Driving Control) is promising [1] - The energy storage sector is expected to see significant growth, with a projected increase of over 60% in 2026 due to rising demand and supply constraints [3][4] - The report highlights the strong performance of various segments within the power equipment industry, including wind power, nuclear power, and lithium batteries, with notable price increases in lithium carbonate and other materials [3][4] Industry Trends - The energy storage market in China is experiencing rapid growth, with new installations reaching 66.43 GW and 189.48 GWh in 2025 [3] - The report notes that the U.S. energy storage market is also expanding, with a projected installation of 80 GWh in 2026, driven by data center demands and favorable policies [7] - The report indicates that the demand for solid-state batteries is increasing, with major companies accelerating their production lines [4] Company Performance - Companies such as Ningde Times, Sunshine Power, and others are expected to see significant profit growth in 2025, with projected increases ranging from 50% to over 100% [3][4] - The report mentions specific companies like Hunan YN, which anticipates a net profit of 1.15-1.4 billion yuan in 2025, reflecting a year-on-year increase of 93.75%-135.87% [3] - The report also highlights the expected losses for companies like Longi Green Energy and Tongwei Co., with projected net losses of 6-6.5 billion yuan and 9-10 billion yuan, respectively [3] Investment Strategy - The report suggests a focus on energy storage, lithium batteries, and solid-state technologies, with recommendations for leading companies in these sectors [4] - It emphasizes the importance of companies with strong technological advantages and overseas market access, particularly in the AIDC sector [4] - The report also highlights the potential for growth in the wind and solar power sectors, with specific recommendations for companies involved in these areas [4]

Investment Rating - The report maintains an "Accumulate" rating for the power equipment industry [1] Core Insights - The report highlights the vast potential of space photovoltaic technology and the promising prospects of solid-state batteries and AIDC (Automated Identification and Data Capture) [1] - The energy storage sector is expected to see significant growth, with a projected increase of over 60% in 2026 due to rising demand and supply constraints [3][4] - The report emphasizes the strong performance of various segments within the power equipment industry, including wind power, nuclear power, and lithium batteries, with notable price increases in lithium carbonate and other materials [3][4] Industry Trends - The energy storage market in China is experiencing rapid growth, with new installations reaching 66.43 GW and 189.48 GWh in 2025 [3] - The report notes that the U.S. energy storage market is also booming, with a projected installation of 80 GWh in 2026, driven by AI and data center demands [7] - The report indicates that the wind power sector is expected to grow significantly, with domestic offshore wind capacity projected to exceed 8 GW in 2025 [4] Company Performance - Companies such as Ningde Times, Sunshine Power, and others are expected to see substantial profit growth in 2025, with Ningde Times projected to achieve a net profit of 11.5-14 billion yuan, representing a year-on-year increase of 93.75%-135.87% [3][4] - The report highlights several companies with strong growth potential, including Ningde Times, Sunshine Power, and others, which are positioned well in the energy storage and electric vehicle markets [4][6] Investment Strategy - The report suggests a focus on energy storage, solid-state batteries, and AIDC technologies, with recommendations for leading companies in these sectors [4][6] - It emphasizes the importance of investing in companies with strong technological advantages and overseas market access, particularly in the context of rising global demand for energy storage solutions [4][6]

上周五A股多数指数收涨，上证指数涨0.33%报4136.16点，深证成指涨0.79%，创业板指涨0.63%，仅沪深300微 跌0.45%。沪深两市成交额3.09万亿元，较前一日放量约3934.85亿元，3707股上涨，1336股下跌。资金上，光伏 设备主力净流入88.42亿元居首，半导体净流出88.44亿元最多；题材方面，太空光伏、太空算力、光伏设备等板 块领涨，昇腾384超节点、保险板块跌幅居前。 此外，金风科技、乾照光电、锋龙股份、湖南黄金、湖南白银等也热度靠前。 天奇股份股价走势主要受益于公司业务布局与市场热点的高度契合。公司聚焦智能装备、锂电池循环、人形机 器人三大主业，形成服务汽车全生命周期的闭环生态。其中人形机器人领域与优必选成立合资公司并计划推出 相关产品，恰好踩中了人形机器人概念的市场风口。 东方日升的股价表现源于多维度战略动作与行业利好的共振效应。公司在光伏技术迭代上取得进展，HJT电池量 产效率领先且组件入选全球权威榜单。储能业务订单持续落地，包括580MWh订单的逐步兑现及新增100MWh工 商业储能订单，同时布局商业航天与太空光伏等热点赛道。 先导智能公告，预计2025年度净利润为15 ...

2026.01. 25 本文字数：2377，阅读时长大约4分钟 光伏主产业链（硅料、组件、电池、硅片）的亏损明显加剧，主要由于各环节低迷的终端需求、产能 阶段性过剩、产品价格上行受阻等多重因素。 在净利润预亏金额同比扩大的名单中，一体化龙头通威股份预计2025年净利润亏损区间达90亿元至 100亿元，上年同期亏损70.39亿元，它也是目前唯一一家预亏金额上限达到百亿规模的光伏企业。 亏损规模激增的光伏制造商还有天合光能、钧达股份，预亏上限均较上年同期扩大100%及以上。天 合光能预计亏损65亿元至75亿元，上年同期亏损34.43亿元，该公司表示组件价格承压，叠加硅料、 银浆等关键原材料涨价，使得组件业务盈利能力下滑，同时计提资产减值准备也对业绩有一定影响。 同为组件环节的晶科能源预计业绩首亏，亏损约59亿元至69亿元。对于业绩亏损的原因，晶科能源 也提到了2025年光伏组件价格整体处于低位，以及计提资产减值准备对业绩的影响。 作者 | 第一财经 魏中原 近 日 ， A 股 光 伏 板 块 全 线 爆 发 ， 多 只 个 股 上 演 20% 涨 停 潮 ， 连 城 数 控 （ 920368.BJ ） 、 欧 普 ...

Group 1: Stock Market Trends - A-shares saw significant gains with over a hundred stocks hitting the daily limit, and 27 companies are projected to have over 50% upside potential, focusing on smart driving and innovative pharmaceuticals [2][7] - Six stocks have already doubled in price this year, with Zhizhi New Materials showing a remarkable increase of 256.35% [2][7] - The oil shipping sector has shown strong performance, with companies like China Merchants Energy and COSCO Shipping Energy reaching historical highs, indicating a potential new super cycle in the industry [2][7] Group 2: Technology and Innovation - The photovoltaic sector in A-shares exploded, with over 30 stocks hitting the daily limit following Elon Musk's support for space-based solar power, which is expected to create a demand of nearly 10GW [3][8] - AI marketing is gaining traction, with the market size expanding significantly; leading companies like Zhejiang Wenhu Interconnect have seen stock prices rise nearly 60% in January [5][10] Group 3: Economic Indicators and Future Outlook - Upcoming economic data includes the January PMI report and the Federal Reserve's interest rate decision, with expectations of rates remaining unchanged [4][9] - The Shanghai Composite Index has experienced a rare nine consecutive declines, marking the second occurrence in history, but historical data suggests a high probability of rebound following such streaks [4][10] - A significant amount of capital is expected to flow into the stock market as a large volume of fixed-term deposits matures this year [4][10]