国家知识产权局信息显示，晶科能源股份有限公司;晶科能源（海宁）有限公司取得一项名为"一种玻璃 盖板及光伏组件"的专利，授权公告号CN118943221B，申请日期为2024年7月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，晶科能源股份有限公司，成立于2006年，位于上饶市，是一家以从事电气机械和器材 制造业为主的企业。企业注册资本1000520.2678万人民币。通过天眼查大数据分析，晶科能源股份有限 公司共对外投资了55家企业，参与招投标项目1654次，财产线索方面有商标信息740条，专利信息2930 条，此外企业还拥有行政许可70个。 晶科能源（海宁）有限公司，成立于2017年，位于嘉兴市，是一家以从事电力、热力生产和供应业为主 的企业。企业注册资本357000万人民币。通过天眼查大数据分析，晶科能源（海宁）有限公司参与招投 标项目56次，专利信息945条，此外企业还拥有行政许可74个。 ...

Group 1 - JinkoSolar Holding Co., Ltd. has obtained a patent for "Back-Contact Solar Cells and Photovoltaic Modules," with the authorization announcement number CN119521854B, and the application date is November 2024 [1] - JinkoSolar Holding Co., Ltd. was established in 2006 and is primarily engaged in the manufacturing of electrical machinery and equipment, with a registered capital of 1,000,520,267.8 RMB [1] - The company has invested in 55 enterprises and participated in 1,654 bidding projects, holding 740 trademark records and 2,930 patent records, along with 70 administrative licenses [1] Group 2 - JinkoSolar (Haining) Co., Ltd. was established in 2017 and focuses on power and heat production and supply, with a registered capital of 357,000,000 RMB [1] - The subsidiary has participated in 56 bidding projects and holds 945 patent records, in addition to 74 administrative licenses [1]

其他热点还有：中央一号文件部署农民增收；国家医保局严打精神病院骗保；春节AI应用红包大战卡 在微信这一关。 预制菜国标征求意见 2月6日，国家卫生健康委、国家市场监督管理总局等部门就预制菜国家标准等征求意见，明确预制菜的 术语和定义、原料要求、食品添加剂使用要求、营养品质要求、如何自主明示等。 征求意见稿明确，预制菜肴是以一种或多种食用农产品及其制品为原料，使用或不使用调味料等辅料， 不添加防腐剂，经工业化预加工（如搅拌、腌制、滚揉、成型、炒、炸、烤、煮、蒸等）制成，配以或 不配以调味料包，加热或熟制后方可食用的预包装菜肴产品；同时，预制菜不包括主食类食品、净菜类 食品、即食类食品和中央厨房制作的菜肴。 对于添加剂，征求意见稿要求，生产加工中不得添加防腐剂，食品添加剂"非必要不添加"，并尽可能减 少使用品种和使用量。 【点评】长期以来，我国境内始终对虚拟货币相关业务活动保持禁止性政策。2025年以来，受多种因素 影响，境内虚拟货币交易炒作风气有所抬头，相关违法犯罪活动时有发生。本次新规延续了近年来的政 策立场，结合新的风险形势，对此前政策进行了修订，重申虚拟货币非法，释放出对虚拟货币严监管的 信号。 中央一号 ...

Core Viewpoint - Elon Musk is significantly influencing the Chinese A-share photovoltaic sector, with his comments on solar energy and its potential to provide substantial power, which has led to a surge in stock prices within the sector [2][3][4]. Group 1: Market Reaction - On January 23, 2026, following Musk's remarks at the World Economic Forum, 24 photovoltaic stocks in China hit their daily limit up, with the photovoltaic index rising by 7.46% [2]. - Two weeks later, Musk's interest in Chinese photovoltaic companies, including JinkoSolar and TCL Zhonghuan, further ignited stock price increases, with many stocks reaching their daily limit up again [3]. - The excitement surrounding Musk's "space photovoltaic" vision has injected new vitality into the previously stagnant A-share photovoltaic market [3][4]. Group 2: Industry Context - The photovoltaic industry is currently facing challenges, with nearly 70% of A-share photovoltaic companies reporting losses due to low prices in the supply chain [8]. - Despite some companies showing signs of recovery, the overall market sentiment remained negative, as indicated by a 4.10% decline in the Wind photovoltaic index during a week of earnings announcements [8]. - Musk's "space photovoltaic" concept has shifted the focus of the industry from terrestrial applications to potential space-based solutions, which could represent a new growth avenue for the sector [12]. Group 3: Future Prospects - Analysts predict that the "space photovoltaic" market could become a significant growth area, with estimates suggesting a market size of approximately 295 billion RMB by 2030, which is ten times the current scale [15]. - Musk's plans for deploying 100GW of solar power in space could potentially open up vast opportunities for new technologies and applications in the photovoltaic sector [15]. - However, the current competitive landscape and the need for immediate solutions to existing challenges in the industry remain pressing concerns [16].

Investment Rating - The report maintains a rating of "Increase" for the industry [4] Core Insights - Perovskite solar cells are entering the era of GW-level mass production, with leading companies like JinkoSolar and LONGi Green Energy accelerating capacity release [2][35] - The efficiency of perovskite cells is rapidly improving, with laboratory efficiencies reaching 27.3% for single-junction cells and 35.0% for perovskite-silicon tandem cells, significantly surpassing the maximum efficiency of silicon cells at 27.9% [15][19] - The cost competitiveness of perovskite cells is expected to improve, with unit production costs projected to drop to 1.0 RMB/W by 2026, potentially surpassing silicon cells [2][35] Summary by Sections Section 1: Perovskite as the Next Generation Photovoltaic Solution - Perovskite solar cells utilize a hybrid organic-inorganic metal halide semiconductor as the light-absorbing material, offering advantages such as high efficiency, low cost, and lightweight [8][11] Section 2: Efficiency and Stability Breakthroughs - The report highlights significant advancements in efficiency and stability, with perovskite cells achieving rapid efficiency improvements compared to silicon cells [15][18] - The industry is overcoming stability challenges through material modifications and process optimizations, with some products achieving IEC commercial standard certification [25][26] Section 3: GW-Level Production Era - The first GW-level production line for perovskite solar cells has been launched, marking the beginning of large-scale production [35] - By 2027, global production capacity is expected to exceed 5GW, with a complete supply chain being established [2][35] Section 4: Investment Recommendations - The report suggests focusing on leading companies in the perovskite supply chain, particularly those with clear capacity deployment and advancements in tandem technology, such as LONGi Green Energy and Trina Solar [3] - Equipment manufacturers with high domestic production rates and sufficient orders, like JinkoSolar and Mibet, are also recommended for investment [3]

Core Viewpoint - Elon Musk's recent statements and activities have significantly influenced the A-share photovoltaic sector, leading to a surge in stock prices for various companies in this industry [2][3][5]. Group 1: Market Reaction - On January 23, 2026, 24 photovoltaic stocks reached their daily limit up, with the photovoltaic index rising by 7.46%, outperforming the overall market [2]. - Following Musk's remarks about the potential of solar energy in China, several companies, including JinkoSolar and TCL Zhonghuan, saw their stock prices rapidly increase [3][6]. - The A-share photovoltaic sector experienced a collective surge, with stocks like Aotaiwei and Maiwei doubling in price over a two-month period [6]. Group 2: Industry Fundamentals - Despite the recent stock price increases, many photovoltaic companies are still facing financial difficulties, with nearly 70% of 75 companies reporting losses for 2025 [4]. - The photovoltaic industry is currently at a low point, and while some companies are seeing a narrowing of losses, this has not translated into positive market sentiment [4][12]. - The concept of "space photovoltaics" has emerged as a potential new growth area for the industry, driven by the need for new market opportunities amid intense competition in ground-based solar energy [10][13]. Group 3: Future Prospects - Analysts predict that the space photovoltaic market could reach significant sizes, with estimates suggesting a potential market space of 200 billion yuan if 10,000 satellites are launched annually [10]. - Musk's exploration of Chinese photovoltaic companies signals a demand for support from the Chinese supply chain for his space energy ambitions [10][12]. - The push for space photovoltaics may compel companies to focus on new technologies and product quality, potentially leading to a return to value development in the industry [14].

作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，浙江晶科能源有限公司取得一项名为"背接触光伏电池及其制备方法、叠层 电池、光伏组件"的专利，授权公告号CN121001460B，申请日期为2025年10月。 天眼查资料显示，浙江晶科能源有限公司，成立于2006年，位于嘉兴市，是一家以从事电气机械和器材 制造业为主的企业。企业注册资本271434.298547万人民币。通过天眼查大数据分析，浙江晶科能源有 限公司共对外投资了9家企业，参与招投标项目97次，专利信息2679条，此外企业还拥有行政许可35 个。 ...

2月6日，晶科能源大宗交易成交300万股，成交额2475万元，占当日总成交额的0.56%，成交价8.25元， 较市场收盘价8.33元折价0.96%。 | 交易日期 | 证券調核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 类出管业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-06 | 品科能演 | 688223 | 8.25 | 1650 | 200 | 交票延發股份有限 | 2013 | | 图 | | 2026-02-06 | 晶科能源 | 688223 | 8.25 | 825 | 100 | 交焉昼壹般份有限 | 交易器等 | | Ka | ...

Core Viewpoint - JinkoSolar has shown a significant increase in stock price and trading volume, indicating strong market interest and potential growth in the solar energy sector [1] Group 1: Company Performance - JinkoSolar's stock rose by 5.58% on February 6, with a trading volume of 4.374 billion yuan and a market capitalization of 83.343 billion yuan [1] - The company has a strong focus on N-type TOPCon technology, with successful mass production of high-efficiency batteries and ongoing research in new technologies [2] - JinkoSolar's production capacity for N-type TOPCon batteries is progressing well, with a total of 16GW capacity in Anhui and Zhejiang, and the efficiency of the mass production testing has reached 24.7% [2][3] Group 2: Financial Overview - 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 loss of 3.92 billion yuan, a significant decline of 422.67% [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 [8] Group 3: Shareholder and Market Dynamics - As of September 30, 2025, JinkoSolar had 77,300 shareholders, an increase of 4.14%, with an average of 129,456 circulating shares per shareholder, a decrease of 3.97% [8] - The major shareholders include Hong Kong Central Clearing Limited and various ETFs, with notable reductions in their holdings [8]

Market Performance - On February 6, A-shares saw declines across major indices, with the Shanghai Composite Index down 0.25% to 4065.58 points, the Shenzhen Component Index down 0.33% to 13906.73 points, and the ChiNext Index down 0.73% to 3236.46 points [1] - The chemical raw materials, fluorine chemicals, and robotic actuators sectors performed well, while AI corpus, liquor, and ByteDance-related sectors experienced declines [1] Fund Manager Changes - On February 6, 21 fund managers experienced changes in their positions, with a total of 595 fund products seeing manager departures in the past 30 days [3][5] - The reasons for these changes included personal reasons for one manager and job changes for five others [3] Fund Manager Appointments - On February 6, 28 fund products announced new fund manager appointments, involving 15 managers [5] - Notably, manager Xia Gao from Dachen Fund has a total fund asset scale of 2.169 billion, with a top-performing product achieving a return of 259.08% over 10 years [5] Fund Research Activity - In the past month (January 7 to February 6), Bosera Fund conducted the most company research, engaging with 64 listed companies, followed by Huaxia Fund with 56 and Fortune Fund with 51 [7] - The most researched industry was general equipment, with 218 instances, followed by the chemical products industry with 193 [7] Recent Research Focus - In the last week (January 30 to February 6), the most researched company was Yintang Zhikong, with 61 fund institutions participating in the research [8] - The second most researched companies included Zhongji Xuchuang and Jingke Energy, with 59 and 49 fund institutions respectively [8]