晶科能源宣布，成功与澳大利亚本土分销商签署20.56MW飞虎3系列组件供货协议。 ...

人民财讯1月8日电，近日，晶科能源宣布，成功与澳大利亚本土分销商签署20.56MW飞虎3系列组件供 货协议。 ...

Group 1 - Haiyou New Materials and Aotwei both saw stock increases of over 10% [1] - Junda Co. previously reached a daily limit increase, while Maiwei Co., Airo Energy, Trina Solar, and Jinko Solar all experienced stock rises exceeding 6% [1]

Market Overview - On January 8, A-shares experienced fluctuations, with the Shanghai Composite Index down 0.07%, Shenzhen Component Index down 0.51%, and ChiNext Index down 0.82%. The total market turnover was approximately 2.83 trillion yuan, with over 3,700 stocks rising [2] Sector Performance - The military industry, commercial aerospace, brain-computer interface, and satellite navigation sectors led the gains, while insurance, securities, and energy metal sectors saw the largest declines [4] - The commercial aerospace sector showed strong performance, with stocks like Shaoyang Hydraulic, China First Heavy Industries, Nanjing Panda Electronics, and others hitting the daily limit [4] Notable Stocks - Fenglong Co., Ltd. achieved a "10 consecutive limit-up" with a closing price of 46.42 yuan per share, marking a historical high and a total market value exceeding 10 billion yuan. The company announced a high speculation risk regarding its stock price [4] - The leading humanoid robot stock, UBTECH, announced plans to acquire approximately 43% of Fenglong Co., Ltd. through a combination of "agreement transfer + tender offer" [4] Technological Developments - The commercial aerospace industry is driven by technological breakthroughs, particularly in reusable rocket technology, which is reducing launch costs and becoming a core driver of global commercial aerospace development [7] - The perovskite battery concept saw a rise in interest, supported by policies and industry breakthroughs, with significant advancements in efficiency and production expected in the coming years [10][11] Strategic Collaborations - JinkoSolar announced a strategic partnership with AI and robotics company Jintai Technology to jointly establish a company focused on high-throughput perovskite tandem solar cell research and development [10] - GCL-Poly Energy announced a major breakthrough in its GTC perovskite tandem battery technology, achieving a certified photoelectric conversion efficiency of 33.31% [11]

Core Insights - Recent focus on space photovoltaics has significantly increased among listed companies in the photovoltaic sector, including Junda Co., JinkoSolar, and Trina Solar, with a particular emphasis on the application prospects of perovskite technology in space [1] - Junda Co. has shown active trading behavior, achieving two trading limits within three days, while other companies like Hanhua Steel and JinkoSolar have also experienced varying degrees of stock price increases [1] - According to Huajin Securities, the global in-orbit data center market is projected to reach $39.09 billion by 2035, indicating a strong demand for lightweight, high-efficiency energy solutions that align well with the advantages of space photovoltaics [1] - Dongwu Securities believes that the rapid development of commercial space and low-orbit satellites will enhance the performance of space photovoltaic energy supply [1] - Guohai Securities suggests that the acceleration of the commercialization process in the space industry will provide more momentum for development [1] Industry and Company Analysis Perovskite Batteries - Jinjing Technology focuses on glass manufacturing, positioned as an upstream TCO glass supplier with a transmittance rate of 94%, already applied in leading perovskite production lines, and possesses full-chain autonomous production capabilities [1] - Wanrun Co. specializes in the R&D and production of perovskite-related materials, positioned as an upstream supplier covering various material categories, with bulk sales to clients like GCL-Poly Energy in the first half of 2025 [2] - Jing Shan Light Machine is engaged in the R&D and manufacturing of photovoltaic equipment, positioned as a midstream RPD equipment supplier, with orders from GCL-Poly Energy and a coating equipment capacity of 15 GW [2] Commercial Space - Shunhao Co. is involved in new tobacco and eco-friendly packaging materials, positioned as a participant in the commercial space sector, having invested 110 million yuan in Orbit Chen Guang, holding a 19.3% stake, focusing on building space data centers [3] - Xice Testing provides environmental reliability testing services, positioned as a commercial space testing service provider, enhancing capabilities for thermal vacuum experiments and satellite payload testing [3] - Zhenlei Technology specializes in the R&D and manufacturing of electronic components for specialized fields, positioned as a supplier of commercial aerospace-grade devices, with products applied in satellite internet [3] Photovoltaics - Tongwei Co. covers silicon materials and battery cells in photovoltaic product R&D and production, positioned as a multi-segment supplier, having established an advanced battery laboratory for perovskite/silicon tandem battery R&D, achieving a conversion efficiency of 34.69% [4] - Longi Green Energy focuses on silicon wafers and modules, positioned as a manufacturer of photovoltaic products, participating in industry capacity integration discussions [4] - Sungrow Power Supply specializes in photovoltaic inverter R&D and manufacturing, positioned as an inverter supplier with capabilities for both string and centralized inverters [4] - Jingyuntong is involved in photovoltaic equipment and silicon wafer production, positioned as a supplier in these segments, with a focus on monocrystalline silicon wafer production and monocrystalline furnace equipment manufacturing [4]

Core Viewpoint - JinkoSolar has shown a significant increase in stock price and trading volume, indicating positive market sentiment and investor interest in the company's advancements in solar technology [1] Company Overview - JinkoSolar is engaged in the research, production, and sales of solar photovoltaic modules, cells, and wafers, providing high-quality solar products globally [3][7] - The company was established on December 13, 2006, and went public on January 26, 2022 [7] Technological Advancements - The company has a strong technological reserve in N-type TOPCon technology, with clear pathways for cost reduction and efficiency improvement, aiming to maintain its leadership in the "N-type era" [2] - JinkoSolar has successfully ramped up production of 16GW large-size N-type TOPCon cells in Hefei and Haining, with the Hefei factory achieving a mass production efficiency of 24.7% [2] - The company is also focusing on the development of IBC and perovskite cell technologies, with the potential for commercial-scale production of perovskite tandem cells expected in about three years [2] Financial Performance - For the period from January to September 2025, JinkoSolar reported a revenue of 47.986 billion yuan, a year-on-year decrease of 33.14%, and a net profit attributable to shareholders of -3.92 billion yuan, a decrease of 422.67% [7][8] - The company has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan in the last three years [9] Market Position - JinkoSolar's stock has a current market capitalization of 63.933 billion yuan, with a trading volume of 1.613 billion yuan and a turnover rate of 2.52% [1] - The company is part of the power equipment industry, specifically in the photovoltaic equipment and solar cell module sector, and is associated with concepts such as BC cells, BIPV, and carbon neutrality [7]

来源：美通社 晶科能源：光伏技术创新与落地的开拓者与引领者 晶科能源作为光伏行业的技术领军企业，在研发和技术创新方面表现卓越。近年来，公司累计研发投入 超过 200 亿元，研发团队规模近 2000 人，拥有超过 5500 件专利，其中已授权专利超过 3100 件，是行 业内专利申请和授权数量最多的企业之一。其在 N 型 TOPCon 技术领域尤为突出，拥有相关专利731 件，并推动了该技术成为行业主流。 晶科能源的研发基础设施完善，获得了包括国家工业设计中心、国家企业技术中心、国家知识产权示范 企业等多项国家级资质认证，并设有叠层技术重点实验室等20个省级科研平台。公司近期在技术突破方 面取得了重要里程碑：基于 TOPCon 技术平台的高效电池转换效率达到 27.79%，其基于N型钙钛矿叠 层电池转换效率达到 34.76%，分别打破世界纪录，展现了晶科能源在技术研发上的深厚积累与前瞻布 局。上述技术突破验证了 TOPCon 技术向钙钛矿叠层演进的兼容性与潜力，并引发了包括埃隆•马斯克 在内的全球科技界关注。晶科能源凭借领先的效率指标和前瞻性的技术布局，稳固了其在光伏技术革新 中的引领地位。 深圳2026年1月 ...

数据宝统计，截至14:22，晶科能源成交额14.75亿元，创2024年10月28日以来新高。最新股价上涨 5.44%，换手率2.31%。上一交易日该股全天成交额为8.20亿元。（数据宝） （文章来源：证券时报网） ...

（文章来源：每日经济新闻） 每经AI快讯，光伏板块震荡拉升，海优新材、奥特维涨超10%，钧达股份此前涨停，迈为股份、艾罗能 源、天合光能、晶科能源等涨超6%。 ...

Core Viewpoint - JinkoSolar has signed a strategic cooperation agreement with Jingtai Technology to establish a joint venture focused on the research and development of AI-enabled high-throughput perovskite tandem solar cells, aiming for mass production within three years [1][2] Group 1: Strategic Collaboration - The partnership aims to create the world's first "AI decision-making - robotic execution - data feedback" closed-loop experimental line for perovskite-silicon tandem solar cells [1] - JinkoSolar's deep expertise in photovoltaic research combined with Jingtai Technology's strengths in quantum physics algorithms and AI predictive models will drive advancements in high-efficiency and high-stability perovskite tandem solar cells [1][2] Group 2: Market Potential and Applications - Perovskite tandem solar cells are expected to significantly reduce the levelized cost of electricity (LCOE) by approximately 15% compared to traditional technologies [2] - The lightweight, low-cost, and flexible characteristics of perovskite cells make them particularly suitable for space photovoltaic applications, potentially reducing the solar wing deployment area on satellites [2][6] Group 3: Industry Trends - There is a growing interest among photovoltaic companies in the potential applications of perovskite technology in space, with several firms, including JinkoSolar, Trina Solar, and others, exploring this area [3] - Companies like Renshou Energy and Xiexin Photovoltaic have conducted experiments on perovskite cells for space applications, indicating a shift towards more targeted development in this field [3][4] Group 4: Technical Advantages - Perovskite technology is recognized for its lightweight, thin, flexible, low-cost, high-efficiency, and radiation-resistant properties, making it a promising candidate for space photovoltaic applications [6] - The power-to-weight ratio and cost per watt are critical metrics for evaluating space photovoltaic products, with perovskite cells showing a maximum power-to-weight ratio of 50W/g compared to traditional silicon and gallium arsenide [6] Group 5: Future Development - The transition of perovskite technology to space applications will require rigorous testing and validation to meet the unique challenges posed by the space environment [8] - Companies are focusing on developing manufacturing capabilities that can meet the extreme conditions of space, including radiation resistance and extreme temperature variations [8]