国家知识产权局信息显示，晶科能源（海宁）有限公司申请一项名为"硼扩散方法、太阳能电池的制备 方法"的专利，公开号CN121057349A，申请日期为2025年10月。 专利摘要显示，本申请涉及太阳能电池技术领域，特别是涉及一种硼扩散方法、太阳能电池的制备方 法，能够减少硅片的翘曲度，硼扩散方法包括：提供半成品硅片，所述半成品硅片包括依次层叠设置的 硅基底、隧穿氧化层、非晶硅膜层；在第一温度下对所述非晶硅膜层进行晶化处理，使所述非晶硅膜层 转换为多晶硅膜层；降温至第二温度，在所述第二温度下对所述半成品硅片进行氧化处理；在从所述第 二温度升温至第三温度的过程中进行沉积处理；从所述第三温度升温至第一温度，在所述第一温度下对 所述半成品硅片进行推结处理。 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 天眼查资料显示，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823条， ...

来源：新浪证券-红岸工作室 12月2日，晶科能源跌1.93%，成交额3.64亿元。两融数据显示，当日晶科能源获融资买入额4126.10万 元，融资偿还3797.66万元，融资净买入328.44万元。截至12月2日，晶科能源融资融券余额合计9.71亿 元。 融资方面，晶科能源当日融资买入4126.10万元。当前融资余额9.67亿元，占流通市值的1.73%，融资余 额超过近一年90%分位水平，处于高位。 分红方面，晶科能源A股上市后累计派现33.55亿元。近三年，累计派现31.25亿元。 机构持仓方面，截止2025年9月30日，晶科能源十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股3.06亿股，相比上期减少1.32亿股。易方达上证科创板50ETF（588080）位居第六大流通 股东，持股1.47亿股，相比上期减少1824.29万股。华夏上证科创板50成份ETF（588000）位居第八大流 通股东，持股1.41亿股，相比上期减少7888.63万股。 融券方面，晶科能源12月2日融券偿还4.71万股，融券卖出13.68万股，按当日收盘价计算，卖出金额 76.60万元；融券余量57.34万股，融券余额3 ...

Core Viewpoint - The company has achieved a world record in the conversion efficiency of perovskite/TOPCon tandem solar cells, demonstrating the feasibility and potential of this technology, but commercial mass production is still approximately three years away due to stability issues [1] Company Summary - The company, JinkoSolar, has made significant advancements in TOPCon and perovskite tandem cell technologies, showcasing its deep accumulation of knowledge and systematic innovation [1] - The company acknowledges that while there have been notable improvements in the stability of perovskite tandem solar cells, they have not yet fully met the requirements for commercial mass production [1] Industry Summary - The industry has seen improvements in the stability of perovskite tandem solar cells, but challenges remain before achieving commercial viability [1] - It is anticipated that it will take around three more years for perovskite tandem solar cells to reach a certain scale of mass production [1]

Group 1 - The core point of the article is that Jinko Energy has obtained a patent for a device and method for correcting solar cell chips, which may enhance its technological capabilities in the solar energy sector [1] Group 2 - Jinko Energy (Haining) Co., Ltd. was established in 2017, located in Jiaxing City, primarily engaged in power and heat production and supply, with a registered capital of 357 million RMB [1] - Jinko Energy (Haining) Co., Ltd. has participated in 56 bidding projects and holds 823 patent records, along with 72 administrative licenses [1] - Jinko Energy Co., Ltd. was founded in 2006, located in Shangrao City, primarily involved in the manufacturing of electrical machinery and equipment, with a registered capital of approximately 1,000 million RMB [1] - Jinko Energy Co., Ltd. has made investments in 53 companies, participated in 1,631 bidding projects, and holds 748 trademark records and 2,855 patent records, along with 70 administrative licenses [1]

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 作者：情报员 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"背接触电池及其制备方法"的专利，授 权公告号CN120302765B，申请日期为2025年6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96次，专利信息2626条，此外企业还拥有行政许可35 个。 ...

Core Viewpoint - JinkoSolar's stock experienced a decline of 1.93% on December 2, with a trading volume of 364 million yuan and a market capitalization of 56.029 billion yuan [1] Company Overview - JinkoSolar is engaged in the research, production, and sales of solar photovoltaic modules, cells, and wafers, and focuses on the application and industrialization of photovoltaic technology [6] - The company was established on December 13, 2006, and went public on January 26, 2022 [6] - As of September 30, 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 year-on-year decrease of 422.67% [6] Product and Technology Development - The company has begun mass production of high-efficiency N-type TOPCon technology batteries and is actively developing new technologies and processes, including IBC and calcium-titanate batteries [2] - JinkoSolar has a strong technical reserve in the N-type TOPCon field, with clear paths for efficiency improvement and cost reduction, and plans to increase investment to maintain its leadership in the "N-type era" [2] - The company has launched three energy storage product solutions: household storage (1kWh-50kWh), commercial storage (50kWh-1MWh), and grid-side storage, achieving diversified smart energy applications [2] Market and Financial Analysis - The stock's average trading cost is 5.97 yuan, with the current price near a resistance level of 5.65 yuan, indicating potential for a price correction if the resistance is not broken [5] - The main capital inflow for the stock today was 5.2475 million yuan, accounting for 0.01% of the total, with no significant trend in main capital movement observed [3][4] - The stock's main capital has seen a net outflow of 2.087 billion yuan over the past two days, indicating a reduction in main capital positions [4] Shareholder and Dividend Information - JinkoSolar has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed over the past three years [7] - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 306 million shares, a decrease of 132 million shares from the previous period [8]

Core Viewpoint - JinkoSolar has received a prepayment of 200 million yuan for fire insurance, which is expected to positively impact its financial performance in 2025, despite ongoing challenges in profitability due to market conditions in the photovoltaic industry [1][3]. Group 1: Financial Impact - JinkoSolar's subsidiary, Shanxi Jinko Energy No. 2 Manufacturing Co., has received a total of 220 million yuan in prepayments related to a fire incident that occurred in April 2024, which damaged some equipment and assets [1]. - The insurance compensation is expected to improve cash flow and financial performance, with the final impact to be determined by audit results [1]. - The company reported a net loss of approximately 3.9 billion yuan in the first three quarters of 2025, highlighting the financial pressures faced in the photovoltaic sector [1]. Group 2: Product Development and Market Strategy - JinkoSolar has officially launched the mass production of its Tiger Neo 3.0 solar module, achieving an efficiency of over 24.8% and a power output of up to 670W, with a bifacial rate of up to 90% [2]. - The company has secured contracts totaling 15GW during a recent global signing event, aligning with its strategy to optimize production capacity and enhance product competitiveness [2]. - JinkoSolar aims to focus on high-efficiency, high-power products, with a market shift expected towards products exceeding 650W, which are anticipated to have a stronger competitive edge [2]. Group 3: Energy Storage Business - JinkoSolar views its energy storage business as a crucial growth avenue, currently having a production capacity of 17GWh for storage systems and 5GWh for battery cells, with plans to exceed 30GWh by the end of 2026 [2][3]. - The company has set a target to double its energy storage system shipments to 6GWh in 2025, with over 80% expected to come from overseas markets, particularly in high-margin regions like Europe and North America [2][3]. - Despite not yet achieving profitability in its energy storage segment, JinkoSolar anticipates significant improvements in profitability as overseas orders are fulfilled and revenue is recognized in the fourth quarter and next year [3].

Group 1: Financial Impact and Insurance Compensation - Jinko Solar's subsidiary, Shanxi Jinko Energy, received an advance insurance payment of 200 million yuan related to a fire incident, totaling 220 million yuan received to date [1] - The fire incident in April 2024 caused damage to equipment and assets, and the company has accounted for the corresponding losses in its 2024 annual report [1] - The advance payment is expected to positively impact the company's performance in 2025, subject to audit results, amidst ongoing financial pressure with a net loss of approximately 3.9 billion yuan in the first three quarters of 2025 [1] Group 2: Product Development and Market Strategy - Jinko Solar's Tiger Neo 3.0 module has officially entered mass production, achieving an efficiency of over 24.8% and a power output of up to 670W, with a bifacial rate of up to 90% [2] - The company secured contracts totaling 15GW during a global signing event, aligning with its strategy to optimize production capacity and upgrade efficiency [2] - The company aims to enhance competitiveness through technological iteration and capacity optimization in a highly competitive market [1][2] Group 3: Energy Storage Business Outlook - Jinko Solar views its energy storage business as a crucial second growth curve, currently having a capacity of 17GWh for storage systems and 5GWh for battery cells, with plans to exceed 30GWh by the end of 2026 [2][3] - The company targets a shipment goal of 6GWh for energy storage systems in 2025, with over 80% expected to come from overseas markets, particularly high-margin regions like Europe and the U.S. [2][3] - Despite not being profitable in the first three quarters, the company anticipates significant improvement in profitability due to large-scale overseas order deliveries in the fourth quarter and next year [3]

Core Insights - JinkoSolar's stock increased by 0.54% on November 28, with a trading volume of 307 million yuan, indicating a stable market presence [1] - The company experienced a net financing outflow of 17.38 million yuan on the same day, with a total financing balance of 9.54 billion yuan, reflecting a high level of financing activity [1] - JinkoSolar's revenue for the first nine months of 2025 was 47.986 billion yuan, a year-on-year decrease of 33.14%, and the net profit attributable to shareholders was -3.92 billion yuan, a significant decline of 422.67% [2] Financing and Margin Trading - On November 28, JinkoSolar had a financing buy-in of 19.11 million yuan, with a financing balance of 9.52 billion yuan, representing 1.69% of its market capitalization [1] - The company's financing balance is above the 90th percentile of the past year, indicating a high level of investor interest [1] - The short selling activity on the same day included a repayment of 72,000 shares and a sale of 77,700 shares, with a total short selling amount of 437,500 yuan [1] Shareholder and Dividend Information - As of September 30, 2025, JinkoSolar had 77,300 shareholders, an increase of 4.14%, while the average number of circulating shares per shareholder decreased by 3.97% [2] - The company has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed over the past three years [3] - Major shareholders include Hong Kong Central Clearing Limited, which holds 306 million shares, a decrease of 132 million shares from the previous period [3]

Core Viewpoint - As of November 28, a total of 162 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Aucma, which has seen net buying for 14 consecutive trading days [1] - Other notable stocks with significant net buying days include Sourcefly Pet, Hangxiao Steel Structure, Yongxing Special Materials, JinkoSolar, Guangzhou Port, Shanghai Port Group, Modern Investment, and Linyang Energy [1]