证券日报网讯2月3日，金博股份在互动平台回答投资者提问时表示，公司于2025年11月通过了梅赛德斯 奔驰集团AMG供应链体系审核专家组的专项审核并进入其供应链体系。公司始终严格按照法律法规、 监管规则的要求进行信息披露，对于达到披露标准的事项，及时依法履行信息披露义务，不存在应披露 而未披露的信息。 ...

国内光伏装备领域龙头企业，核心业务涵盖光伏组件、钙钛矿电池等高端装备研发制造，在钙钛矿整线 设备领域布局较早，技术覆盖激光刻蚀、薄膜沉积等关键环节，设备性能适配规模化量产需求。其自主 研发的钙钛矿电池激光修复设备，可大幅提升电池良率，技术指标处于行业领先水平。 （来源：淘金ETF） 1. 泽润新能（301636） 作为钙钛矿电池领域的新锐企业，核心业务聚焦钙钛矿电池核心材料与装备研发，主攻钙钛矿前驱体材 料与功能层薄膜制备技术，产品具备高纯度、高稳定性特点，适配规模化量产需求。其技术团队来自国 内顶尖光伏材料实验室，在钙钛矿材料缺陷钝化、界面优化上具备深厚积淀，已完成多批次中试验证， 产品性能通过第三方权威检测。 在太空光伏与算力赛道，其核心材料技术具备关键适配性。钙钛矿电池的轻薄特性完美契合太空运载限 制，而公司研发的高耐辐射钙钛矿前驱体材料，可提升电池在太空极端环境下的稳定性，为太空算力中 心提供高效能源支撑。未来随着太空光伏产业化落地，公司有望凭借材料技术优势切入供应链，成为太 空光伏钙钛矿电池核心材料供应商，打开全新增长空间。 2. 奥特维（688516） 在太空光伏场景中，其装备技术为钙钛矿电池量产 ...

证券日报网讯2月3日，金博股份在互动平台回答投资者提问时表示，公司与海外多家主流车企保持紧密 技术对接与商务沟通，推动碳陶制动系列产品在国际市场的验证与应用，逐步打开海外增量空间，相关 业务进展情况敬请查阅公司定期报告或相关公告。 ...

证券日报网讯2月3日，金博股份在互动平台回答投资者提问时表示，公司围绕先进碳基材料在低成本、 规模化制备与应用方面开展自主创新研究，已开发与推广光伏、半导体、交通、锂电、氢能等应用领域 用碳基材料系列产品，同时积极探索与布局先进碳基材料产品在更多领域与场景的推广与应用。 ...

Core Insights - Baidu is recognized as a "Huangpu Military Academy" for AI entrepreneurs, with over 133 AI companies founded or co-founded by former Baidu employees, including 25 new startups in 2023 and 2024 [2][3] Group 1: AI Entrepreneurship Landscape - The majority of Baidu's former employees have ventured into three main areas: autonomous driving, large models and data analysis, and AI hardware [3][4] - In the autonomous driving sector, notable companies include Xiaoma Zhixing, WeRide, and Horizon Robotics, with founders having significant roles at Baidu [3][4][7] - The large models and data analysis field features companies like Zero One Wan Wu and Deep Space Ling Zhi, with founders who held key positions at Baidu [3][4][7] Group 2: Baidu's Influence on AI Development - Baidu's early investment in AI, starting with the establishment of its Deep Learning Institute in 2013, has created a comprehensive ecosystem from research to application [5] - The Apollo platform has been pivotal in accumulating capabilities in perception, regulation, simulation, and data closure for autonomous driving [5] - Baidu's focus on system-level problem-solving rather than just model development has equipped its former employees with the skills necessary for complex, long-term projects [5] Group 3: Notable Entrepreneurs and Their Backgrounds - Key figures include Peng Jun and Lou Tiancheng from Xiaoma Zhixing, Yu Kai from Horizon Robotics, and Ma Jie from Zero One Wan Wu, all of whom have extensive experience at Baidu [7] - Other notable entrepreneurs include Liu Bo Cong from Guangzhi Shikong and Gu Jia Wei from Ling Yuzhou, both of whom have backgrounds in Baidu's research divisions [4][7]

证券日报网讯1月29日，金博股份在互动平台回答投资者提问时表示，公司基于谨慎性原则对出现减值 迹象的资产进行减值测试并计提减值损失，符合《企业会计准则》和公司会计政策，将继续推动锂电、 交通新业务产品导入以改善业绩。 ...

证券日报网讯1月29日，金博股份在互动平台回答投资者提问时表示，公司与海外多家主流车企保持紧 密技术对接与商务沟通，推动碳陶制动系列产品在国际市场的验证与应用，逐步打开海外增量空间，相 关业务进展情况敬请查阅公司定期报告或相关公告。 ...

1月27日，金博股份跌5.03%，截至发稿，报28.68元/股，成交9172.82万元，换手率1.54%，总市值59.53 亿元。 资料显示，湖南金博碳素股份有限公司位于湖南省益阳市鱼形山路588号，成立日期2005年6月6日，上 市日期2020年5月18日，公司主营业务涉及从事先进碳基复合材料及产品的研发、生产和销售。主营业 务收入构成为：锂电领域产品48.39%，光伏和半导体领域产品26.09%，交通领域产品24.88%，其他(补 充)0.65%。 从金博股份十大流通股东角度 曾英捷累计任职时间2年207天，现任基金资产总规模49.79亿元，任职期间最佳基金回报28.23%， 任职 期间最差基金回报27.9%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.c ...

Core Viewpoint - The photovoltaic industry is experiencing significant losses across all major segments, with a call for recovery and improvement in profitability by 2026, focusing on asset management and pricing power [2][11]. Group 1: Industry Performance - The photovoltaic sector is in a "dark moment," with all major segments, including silicon materials, wafers, cells, and modules, reporting losses [2]. - The overall performance of the industry is characterized by high inventory and weak demand, despite some signs of recovery in silicon material prices [3]. - The integrated companies face significant pressure, with a notable decline in profitability due to rising costs of key materials like silver paste [3][6]. Group 2: Company-Specific Insights - Daqo New Energy forecasts a net loss of 1 to 1.3 billion yuan for 2025, but with a reduced loss margin of 52.17% to 63.21% year-on-year due to improved operational efficiency [3]. - Longi Green Energy expects a net loss of 6 to 6.5 billion yuan, a reduction of over 2 billion yuan compared to the previous year, driven by increased production efficiency [5]. - Junda Co. anticipates a net loss of 1.5 to 1.2 billion yuan, significantly higher than the previous year's loss of 590 million yuan, citing supply-demand imbalance and price transmission issues [4]. Group 3: Component and Equipment Sector - Companies focusing on Bifacial (BC) modules, such as Aiko Solar, are seeing a significant reduction in losses, with expected losses narrowing from 5.319 billion yuan to between 1.9 billion and 1.2 billion yuan [5]. - The equipment sector, represented by Aotai Technology, is also facing declines, with expected revenue dropping by 26.71% to 30.50% year-on-year [8]. - Silver paste manufacturer Dike Co. is projected to shift from profit to loss, with expected losses of 200 to 300 million yuan due to rising silver prices [9]. Group 4: Future Outlook - The industry is still in a phase of "deleveraging and capacity reduction," but there are signs of recovery in upstream segments, with discussions about potential profitability improvements in 2026 [11][12]. - Aiko Solar reports that its ABC module sales volume is expected to double, indicating a positive trend despite overall losses [12]. - Analysts predict that the industry may see a shift from supply-demand pricing to cost-based pricing by early 2026, potentially improving profit margins significantly [12].

1月20日，金博股份跌5.06%，截至发稿，报29.08元/股，成交1.78亿元，换手率2.94%，总市值60.36亿 元。 资料显示，湖南金博碳素股份有限公司位于湖南省益阳市鱼形山路588号，成立日期2005年6月6日，上 市日期2020年5月18日，公司主营业务涉及从事先进碳基复合材料及产品的研发、生产和销售。主营业 务收入构成为：锂电领域产品48.39%，光伏和半导体领域产品26.09%，交通领域产品24.88%，其他(补 充)0.65%。 从金博股份十大流通股东角度 数据显示，景顺长城基金旗下1只基金位居金博股份十大流通股东。景顺长城新能源产业股票A类 （011328）三季度减持3308股，持有股数411.06万股，占流通股的比例为2.01%。根据测算，今日浮亏 损失约637.15万元。 景顺长城新能源产业股票A类（011328）成立日期2021年2月22日，最新规模24.68亿。今年以来收益 8.44%，同类排名1650/5542；近一年收益39.11%，同类排名1975/4235；成立以来收益49.97%。 截至发稿，杨锐文累计任职时间11年91天，现任基金资产总规模259.51亿元，任职期间最佳 ...