Group 1 - Yuan An, a long-time employee of Alibaba, announced his departure and clarified that his resignation was voluntary and not due to financial reasons, emphasizing the pursuit of dreams over money [1] - The smart glasses market has seen an explosive growth, with sales increasing over 800% year-on-year, and global shipments expected to reach 12.8 million units by 2025, with China leading the market [1] - Quark, a subsidiary of Alibaba, launched a high school entrance examination model to provide personalized college application strategies for students [2] Group 2 - AMD unveiled its new AI chip MI400 at the Advancing AI 2025 conference, which will be integrated into a complete server system named Helios [4] - Micron Technology announced an expansion of its investment in U.S. memory manufacturing to $200 billion, creating approximately 90,000 jobs [5] - Ant Group's Ant Financial is applying for a stablecoin license in Hong Kong, aiming to establish its global headquarters there [5] Group 3 - Google introduced a voluntary departure plan for employees, offering at least 14 weeks of salary as compensation [2] - SpaceX's Starship's eighth test flight failed due to a hardware issue with one of its Raptor engines, but no public injuries or property damage were reported [5] - JinkoSolar signed multiple cooperation agreements for its Tiger Neo 3.0 modules, marking the start of mass production and delivery [7]

Core Insights - JinkoSolar has officially released the "TOPCon Technology and Tiger Neo 3.0 Commercial Solution White Paper" in collaboration with authoritative institutions [1] - The company has achieved efficiency breakthroughs in TOPCon batteries, reaching 25.1%, 25.8%, and 26.5% since 2022, with expectations to reach 26.7%-27% by the end of 2025 [1] - The efficiency improvements are attributed to a comprehensive integration of material processes, electrode structures, and process control [1] Group 1 - The Tiger Neo 3.0 product has reached a mass production power of 670W, leading the industry among components of the same size [2] - Key performance features include a high bifacial rate exceeding 85%, significantly better than mainstream BC components (around 70%) [2] - The first-year degradation rate of the Tiger Neo 3.0 component is below 1%, substantially outperforming the industry average [2] Group 2 - The Tiger Neo 3.0 components will be delivered in phases, with 650W, 660W, and 670W products starting delivery in June, September, and December respectively [3] - The expected premium for the 3.0 products compared to the previous generation is around 10% [3] - The total production capacity for Tiger Neo 2.0 and 3.0 components is projected to reach 40GW-50GW by the end of this year [3]

Group 1 - The Shanghai Central Rise Leading Enterprises Index (H50014) experienced a decline of 0.46%, closing at 3020.69 points with a trading volume of 15.059 billion yuan [1] - Over the past month, the index has decreased by 1.21%, by 2.68% over the last three months, and by 0.83% year-to-date [1] - The index is composed of leading companies from various secondary industries within selected regions, providing a reference for investors interested in China's regional economic development [1] Group 2 - The top ten weighted companies in the index include: Daqin Railway (16.7%), Luoyang Molybdenum (14.89%), Shanxi Fenjiu (14.01%), Conch Cement (13.33%), Jiangxi Copper (11.22%), JinkoSolar (3.81%), Changsha Bank (3.35%), Jiuzhoutong (2.0%), Luan Environmental Energy (1.99%), and Wentai Technology (1.93%) [1] - The index is fully represented by companies listed on the Shanghai Stock Exchange [1] Group 3 - The industry composition of the index shows that materials account for 41.97%, industrials for 25.80%, consumer staples for 14.39%, financials for 5.05%, healthcare for 4.36%, energy for 3.77%, information technology for 2.74%, communication services for 1.01%, utilities for 0.47%, and consumer discretionary for 0.46% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers, acquisitions, or splits [2]

Core Insights - JinkoSolar, in collaboration with third-party organizations such as the Certification Center and TÜV NORD Group, released the first industry white paper on TOPCon technology and the Tiger Neo 3.0 commercial solution [1] - The white paper includes testing data from over 10 extreme environment power plants globally, showcasing the performance advantages of TOPCon technology [1] - TOPCon solar cells can achieve a mass production efficiency of 26.5% through a design that incorporates a tunneling oxide layer and doped polycrystalline silicon layer [1] - Future advancements in TOPCon technology, leveraging invisible busbar technology and perovskite tandem technology, could potentially push theoretical efficiency beyond 32.5% [1] - The General Manager of JinkoSolar's Technical Service Center emphasized that TOPCon technology will be the market leader in the present and the next five years [1]

关于供给出清路径与时点的思考暨光储策略会预热 20250608 摘要 光伏行业自 2023 年四季度进入亏损状态，已持续约 6 个季度，所有公 司均面临毛利亏损，制造环节尤为严重，现金流普遍紧张，硅料和硅片 价格波动大，电池组件价格持续下降，一体化企业也面临亏现金流的压 力。 光伏行业普遍裁员，龙头企业威马农机裁员规模超过一半，三四线企业 如益通新能源等已被国资委接管，反映出行业面临严峻的生存挑战。 光伏产业未来驱动因素包括政策变化与技术迭代，预计今年年底将发生 重大变化，下半年应关注政策层面的硅料公司及技术迭代层面的电池相 关标的。 当前光伏行业持仓比例已低于 2020 年双碳目标，甚至低于 2017 年和 2019 年水平，投资者数量持续下降，反映市场对光伏行业信心不足， 筹码和基本面均处于底部。 解决光伏行业供需矛盾需政策干预和自然出清，政策上淘汰落后产能， 自然出清则依赖技术迭代提升效率，电池片环节技术突破是关键。 Q&A 当前光伏行业的筹码结构和基本面情况如何？ 目前光伏行业的筹码结构和基本面都处于底部位置。从筹码持仓比例来看，已 经进入到碳中和之前的水平。2025 年一季度相比 2024 年进一步 ...

| 专利号 | 专利名称 | 专利权人 | | --- | --- | --- | | ZL202111084159.2 | 一种太阳能电池及其制备方法、光伏组件 | 晶科能源股份有限公司 | 公司注重产品创新和技术开发，在多年的发展中积累了雄厚的研发实力并保 持持续的创新能力。截至 2025 年 4 月 30 日，公司全球专利申请超过 4,400 件， 专利授权超过 3,000 件，在专利申请和授权数量方面位于行业领先，公司还是拥 有 N 型 TOPCon 相关技术专利数量最多的企业之一，同时在电池片及组件等领 域 TOPCon、BC、钙钛矿技术，以及储能等先进技术的专利布局全球领先。本 次获奖，是对公司在 N 型 TOPCon 技术领域研发实力的充分认可，有利于提升 公司技术创新能力和核心竞争力，并提升公司品牌形象、增强行业影响力，对公 司的长远发展具有积极影响。 公司获得"第二十五届中国专利优秀奖"不会对公司近期业绩产生重大影响， 敬请广大投资者注意投资风险。 特此公告。 晶科能源股份有限公司 | 证券代码：688223 | 证券简称：晶科能源 | 公告编号：2025-032 | | --- | --- ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 近日，全球领先的光储企业晶科储能在德国成功签署150MWh的储能系统解决方案。该项目将部 署30套晶科储能G2蓝鲸系统（Jinko ESS G2 5MWh System），每套系统集成于20英尺标准 集装箱内，计划于2025年10月底至11月中旬分批交付。 晶科储能G2蓝鲸系统以94%的系统级充放电效率成为行业标杆，其长时储能设计可深度参与电 网调频与可再生能源消纳，显著提升能源利用率，增加客户收益。集装箱式结构设计大幅降低用 地需求，尤其契合欧洲土地资源集约化的发展方向。 晶科储能欧洲总经理Roberto表示："此次德国项目印证了欧洲对高安全、高效能储能技术的需 求。晶科储能很荣幸可以通过液冷高效储能解决方案助力德国逐步实现清洁能源转型。" ——The End—— 本文来源： 晶科能源Jinkosola 。 本公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或 未注明出处的均来源于网络搜集），如有侵权请及时联系删除。转载内容只以信息传播为目的，仅供参考，不 代表本号认同其观点和立场。内容的真实性 ...

关于获得政府补助的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 | 证券代码：688223 | 证券简称：晶科能源 公告编号：2025-031 | | --- | --- | | 债券代码：118034 | 债券简称：晶科转债 | 晶科能源股份有限公司 公司根据《企业会计准则第 16 号—政府补助》等有关规定，确认上述事项 并划分补助类型。上述政府补助未经审计，具体的会计处理以及对公司损益的影 响情况最终以审计机构年度审计确认后的结果为准，敬请广大投资者注意投资风 险。 特此公告。 晶科能源股份有限公司 董事会 2025 年 5 月 30 日 一、获得补助的基本情况 晶科能源股份有限公司（以下简称"公司"）于 2025 年 5 月 29 日收到政府 补助人民币 9,800 万元，属于与收益相关的政府补助款项。 二、补助的类型及对上市公司的影响 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 | 证券代码：688223 | 证券简称：晶科能源 | 公告编号：2025-030 | | --- | --- | --- | | 债券代码：118034 | 债券简称：晶能转债 | | 晶科能源股份有限公司 关于提供担保的进展公告 Corporation 作为安排行和代理行组建的银团申请流动资金授信敞口额度不超过 45 亿日元，授信期限不超过一年，公司为上述授信额度提供连带责任保证担保 担保本金金额不超过 45 亿日元，具体以签订的担保协议为准。 4、晶科能源（海宁）有限公司（以下简称"海宁晶科"）向广发银行股份 有限公司嘉兴分行申请综合授信敞口额度不超过人民币 2 亿元，授信期限不超过 一年，公司为上述授信额度提供连带责任保证担保，担保金额不超过人民币 2 亿元，具体以签订的担保协议为准。 重要内容提示： 一、担保情况概述 为满足公司及相关子公司经营发展需要，公司为子公司向金融机构申请融资 提供连带责任保证担保，本次公告担保金额合计为人民币 18.69 亿元（外汇汇率 采 ...

晶科能源：公司于5月29日收到政府补助9800万元，属于与收益相关的政府补助款项。 ...