财联社记者从企查查获悉，北京光和谦成科技有限责任公司股权穿透图显示，通威股份控股孙公司通威光伏科技（峨眉山）有限公司持股30.35%， 认缴注册资本为91050万元，协鑫科技子公司协鑫科技咨询服务（苏州）有限公司持股16.79%，东方希望、大全能源、新特能源和亚洲硅业持股比例 分别为11.3%、11.13%、10.12%和7.79%。 股东还包括南玻新能源、青海丽豪、新疆戈恩斯、北京中光同合能源科技有限公司（中国光伏行业协会全资控股），共计10家企业，其中9 家为硅料生产企业。 ...

格隆汇12月10日｜据企查查，北京光和谦成科技有限责任公司股权穿透图显示，通威股份控股孙公司通 威光伏科技(峨眉山)有限公司持股30.35%，认缴注册资本为91050万元，协鑫科技子公司协鑫科技咨询 服务(苏州)有限公司持股16.79%，东方希望、大全能源、新特能源和亚洲硅业持股比例分别为11.3%、 11.13%、10.12%和7.79%。股东还包括南玻新能源、青海丽豪、新疆戈恩斯、北京中光同合能源科技有 限公司(中国光伏行业协会全资控股)，共计10家企业，其中9家为硅料生产企业。 ...

12月9日，有消息称，业内酝酿已久的多晶硅产能整合收购平台正式成立，公司名称为北京光和谦成科 技有限责任公司。对此，业内知情人士向证券时报记者表示，北京光和谦成科技有限责任公司为行业内 主要企业探索行业内潜在战略合作机会，如技术升级、市场拓展、产能与成本优化。但对于该公司是否 就是酝酿已久的多晶硅收储平台，该知情人士并未作明确回应。 转自：证券时报 人民财讯12月10日电，企查查APP显示，近日，北京光和谦成科技有限责任公司正式登记成立，注册资 本30亿元，经营范围包含：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；企业管 理咨询。企查查股权穿透显示，该公司由通威股份(600438)旗下通威光伏科技（峨眉山）有限公司、协 鑫科技咨询服务（苏州）有限公司、大全能源(688303)、新特能源（01799.HK）等共同持股。 ...

每经AI快讯，光伏设备板块走低，宏远绿能、大全能源跌超4%，通威股份、航天机电、通润装备、阿 特斯跟跌。 （文章来源：每日经济新闻） ...

Core Viewpoint - The establishment of a polysilicon storage platform by Beijing Guanghe Qiancheng Technology Co., Ltd. is seen as a significant move to address overcapacity and intense competition in the photovoltaic industry, although the company's registration details remain unverified [1][2]. Group 1: Company Information - Beijing Guanghe Qiancheng Technology Co., Ltd. was registered on December 9, 2025, with a registered capital of 3 billion yuan, and its legal representative is Hou Yicong [1]. - The company's business scope includes technology services, development, consulting, exchange, transfer, and promotion [1]. Group 2: Industry Context - The polysilicon storage platform is intended to be a joint effort by leading polysilicon companies to purchase and eliminate outdated production capacity, thereby alleviating overcapacity and price competition in the industry [2]. - The initiative has been publicly acknowledged by GCL Group, with 17 companies reportedly agreeing to form a consortium, expected to be completed by 2025 [2]. - The current polysilicon production capacity is highly concentrated, with China accounting for 95% of global capacity, and the top five companies holding nearly 80% market share [3]. Group 3: Market Dynamics - The polysilicon segment's supply-demand fundamentals and price fluctuations directly impact the downstream industry [3]. - Despite weak supply and demand conditions, the actual shipment volumes and companies' commitment to maintaining price stability are expected to influence market prices more than basic supply-demand factors [3]. - As of December 9, 2023, shares of leading polysilicon companies such as GCL Technology, Tongwei Co., Daqo New Energy, and Xinte Energy showed active trading with respective price increases of 2.61%, 3.61%, 5.96%, and 1.75% [3].

（图片系AI生成） 2025年，光伏行业的"寒冬"更加凛冽，在国内过剩压力和海外竞争加剧的背景下，主产业链各环节价格在年中触及冰点，全员亏损。中原证券研报指出，截 至2025Q2，硅料、硅片、电池、组件各环节名义产能均已突破1200GW，而根据CPIA预测，2025年全球新增装机需求仅为570-630GW，产能严重过剩。 中国光伏协会名誉理事长王勃华就在日前召开的光储大会上直言，"光伏制造环节的整个发展已经从过去的一路高歌猛进，在向全面调整转变。" | | | 近两年光伏行业"反内卷"相关动作 | | | --- | --- | --- | --- | | 时间 | 组织方/发起方 | 会议/政策名称 | 主要内容 | | 2024年7月30日 | | 中共中央政治局会议 | 提出要强化行业自律,防止"内卷式"恶性竞争,并畅通落后低效产能 | | | | | 退出渠道。 | | 2024年12月 11日 | | 中央经济工作会议 | 将综合整治"内卷式"竞争作为2025年的重点任务之一 | | | | | 天合光能、晶澳科技、隆基绿能、阿里集团、京东集团、北汽集团 | | 2025年2月25日 | 市场监管总 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the solar energy sector, with specific ratings of "Buy-A" and "Buy-B" assigned to various stocks [1]. Core Insights - In October 2025, the domestic solar photovoltaic (PV) new installed capacity decreased by 38.3% year-on-year, while the cumulative installed capacity from January to October increased by 39.5% year-on-year [2][12]. - The export value of solar modules in October was 16.08 billion yuan, showing a year-on-year increase of 4.9% but a month-on-month decrease of 19.5% [2][15]. - The inverter export value in October was 4.82 billion yuan, reflecting a year-on-year growth of 3.4% but a month-on-month decline of 5.2% [3][25]. - Solar power generation in October increased by 5.9% year-on-year, accounting for 4.77% of the total national power generation [4][38]. Summary by Sections Domestic Solar New Installed Capacity - In October 2025, the new installed capacity was 12.6 GW, down 38.3% year-on-year but up 30.4% month-on-month. The cumulative installed capacity from January to October reached 252.87 GW [2][12]. Export Data - Solar module exports in October totaled 16.08 billion yuan, with a year-on-year increase of 4.9% and a month-on-month decrease of 19.5%. Cumulative exports from January to October were 168.26 billion yuan, down 11.8% year-on-year [2][15]. - Inverter exports in October were valued at 4.82 billion yuan, with a year-on-year increase of 3.4% and a month-on-month decrease of 5.2%. Cumulative inverter exports from January to October reached 53.31 billion yuan, up 7.2% year-on-year [3][25]. Solar Power Generation - The solar power generation in October was 39.37 billion kWh, representing a year-on-year growth of 5.9% and a slight decrease in its share of total power generation [4][38]. Investment Recommendations - The report recommends focusing on companies such as Aishuo Co., Longi Green Energy, and Daqian Energy for new technology and supply-side directions. It also highlights companies like Haibo Sichuang and Sunshine Power for energy storage, and suggests attention to various other companies in the solar sector [4][42].

新疆大全新能源股份有限公司 2025 年第二次临时股东会会议资料 2025 年第二次临时股东会 会议资料 2025 年 12 月 | . | œ | | | --- | --- | --- | | | œ | | | | | 证券代码：688303 证券简称：大全能源 新疆大全新能源股份有限公司 新疆大全新能源股份有限公司 2025 年第二次临时股东会会议资料 新疆大全新能源股份有限公司 2025 年第二次临时股东会会议须知 为维护广大投资者的合法权益，确保股东在本次股东会期间依法行使权利， 根据《中华人民共和国公司法》、中国证券监督管理委员会颁布的《上市公司 股东会规则》和公司制定的《股东会议事规则》等有关规定，特制定本会议须 知： 一、公司负责本次股东会的议程安排和会务工作，为确认出席会议的股东 或其代理人或其他出席者的出席资格，会议工作人员将对出席会议者的身份进 行必要的核对工作，请被核对者给予配合。 二、出席现场会议的股东及股东代理人须在会议召开前半小时到会议现场 办理签到手续，并按规定出示身份证明文件或营业执照/注册证书复印件（加盖 公章）、授权委托书等，上述登记材料均需提供复印件一份，个人登记材料 ...

近日，大全能源披露机构调研纪要显示，基于对当前产品价格及市场趋势的变化情况，公司对生产计划 进行了动态调整，预计第四季度多晶硅产量为3.95万吨至4.25万吨。产量提升带来的规模效益以及单位 产品分摊的固定成本下降，有望带动单位成本进一步优化。 9月16日，国家标准化管理委员会发布《硅多晶和锗单位产品能源消耗限额》(征求意见稿)。对此，大 全能源表示，此次标准修订，符合行业技术发展实际与国家产业政策导向，为产业优化转型提供了更科 学、先进的技术标准依据;同时对于标准引领、创新驱动，以市场化、法治化推进光伏产业"反内卷"工 作，重构市场良性竞争格局，保障行业持续高质量发展有重要意义。 展望2026年全球光伏装机需求，该公司表示，2026年全球光伏装机需求预计将呈现稳健发展态势。国内 市场发展重心从规模扩张向高质量发展转型，海外市场需求保持稳中有升。 ...

Core Viewpoint - Daqo Energy announced on its interactive platform that it will disclose the number of shareholders at specific points in time in its regular reports to ensure all investors receive information fairly and promptly [1] Group 1 - Daqo Energy aims to enhance transparency for investors by providing timely updates on shareholder numbers [1]