| 证券代码：000591 | 证券简称：太阳能 | | 公告编号：2025-107 | | --- | --- | --- | --- | | 债券代码：127108 | 债券简称：太能转债 | | | | 债券代码：149812 | 债券简称：22太阳 | G1 | | | 债券代码：148296 | 债券简称：23 太阳 | GK02 | | 中节能太阳能股份有限公司 2025 年三季度利润分配方案 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 在实施权益分派的股权登记日前公司总股本发生变动的，将按照分配总 额不变的原则对分配比例进行调整。 本次利润分配方案尚需提交公司 2025 年第一次临时股东大会审议通过 后方可实施。 中节能太阳能股份有限公司（以下简称公司）2025 年 10 月 28 日召开的第 十一届董事会第二十三次会议和第十一届监事会第十九次会议审议通过了《关于 2025 年三季度利润分配的议案》，相关事项公告如下： 一、2025 年三季度利润分配方案的基本情况 2025 年前三季度，公司实现未经审计合并口径归属于上市公司股东的净利 润为 ...

Core Viewpoint - The development of all-perovskite tandem solar cells, which combine wide and narrow bandgap perovskite sub-cells, represents a significant advancement in next-generation photovoltaic technology, offering high efficiency and low cost [1]. Group 1: Nanjing University Research - A team from Nanjing University has developed an all-perovskite tandem solar cell with a power conversion efficiency of 30.1%, marking the first time that the efficiency of polycrystalline thin-film solar cells has exceeded 30% [3]. - The research utilized a dipole passivation strategy to enhance charge transport and reduce losses at the interface between the perovskite light-absorbing layer and the hole transport layer [3]. - Experimental data showed that the mobility of total carriers increased by over 68%, and the carrier diffusion length extended by nearly 30% after passivation treatment [3]. Group 2: Shanghai Jiao Tong University Research - A research team from Shanghai Jiao Tong University introduced a novel "matrix-confined molecular layer" for the hole transport layer, overcoming intrinsic limitations of traditional self-assembled monolayer systems [4]. - This new technology path addresses issues of film uniformity and interface stability in the preparation of perovskite photovoltaic modules [4]. - The collaboration with CATL's 21C Innovation Laboratory resulted in a large-size perovskite photovoltaic module (1m×2m) achieving a power conversion efficiency exceeding 20%, setting a world record in the field [4].

Core Viewpoint - The development of all-perovskite tandem solar cells, which combine wide and narrow bandgap perovskite sub-cells, represents a significant advancement in next-generation photovoltaic technology, offering high efficiency and low cost [1] Group 1: Technological Advancements - A new all-perovskite tandem solar cell has been designed using a dipole passivation strategy, achieving a record power conversion efficiency of 30.1%, marking the first time that polycrystalline thin-film solar cells have exceeded 30% efficiency [1] - This achievement has been certified by the Japan Electrical Safety & Environment Technology Laboratory and is included in the "Solar Cell Efficiency Table" [1] Group 2: Industry Implications - The dipole passivation strategy is expected to accelerate the transition of new perovskite photovoltaic technology from laboratory settings to industrial applications, playing a crucial role in the development of "grid parity" solar technology [1]

Core Viewpoint - The company, Qianzhao Optoelectronics, asserts its position as the leading domestic supplier of gallium arsenide solar cell epitaxial wafers and aims to become the global leader in this field while actively expanding into international markets [1] Group 1: Market Position and Strategy - The company is currently the number one supplier of gallium arsenide solar cell epitaxial wafers in China [1] - The company has established production capacity for large-scale solar cell manufacturing to meet future growth demands in the commercial aerospace sector [1] - The company is extending its application scenarios to encompass the entire commercial "air-space-ground" domain, seizing opportunities in the commercial aerospace development [1]

Core Insights - The project, a 5 GW solar power plant in Jeddah, Saudi Arabia, has been completed and officially opened, contracted by China Energy Engineering Group [3][4] Group 1: Project Details - The solar plant is located in the Jeddah Third Industrial Park, approximately 60 kilometers from Jeddah Port, covering a total construction area of 35,679.72 square meters [4] - The construction includes two production workshops, one administrative office building, and various supporting facilities such as two distribution rooms, two air compressor rooms, a fire water tank, and a domestic water tank [4] Group 2: Strategic Impact - The commissioning of this project supports Saudi Arabia's "Vision 2030" initiative to enhance the photovoltaic industry chain and promotes the "China Factory + China Construction" model further in the Middle East [4]

Core Insights - The Northern State of Sudan plans to construct solar power plants to enhance renewable energy capacity [1] - The first solar power project, the East Gura Solar Power Station, has a capacity of 20 megawatts and is expected to be completed by early next year [1] - The project is being implemented by Sudan Power Holding Company, indicating a focus on expanding solar energy infrastructure in the region [1] Project Details - The East Gura Solar Power Station is the first of its kind in the Northern State, with an installed capacity of 20 megawatts [1] - The project is currently in the equipment reception phase, marking a significant milestone in its development [1] - Additional solar power plants are planned for the area, suggesting a broader strategy for renewable energy development [1]

Core Insights - The report by Zhiyan Consulting highlights the competitive landscape and investment recommendations for the solar cell industry in China from 2026 to 2032 [1] Export Performance - In August 2025, China's solar cell exports reached 1.49 billion units, marking a year-on-year increase of 106% [1] - The export value for the same period was $2.921 billion, reflecting a year-on-year growth of 19.9% [1] Industry Analysis - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services [1] - The firm has over a decade of experience in the industry research field, offering tailored solutions to empower investment decisions [1]

Core Insights - The UAE has launched the world's largest integrated solar power and energy storage project with a total investment exceeding 22 billion dirhams [1] - The project, developed by Masdar and the UAE Water and Electricity Company, has a capacity of 5.2 GW and 19 GWh of storage, expected to be operational by 2027 [1] - It is projected to create approximately 10,000 jobs and reduce carbon dioxide emissions by about 5.7 million tons annually [1] Project Details - The project utilizes artificial intelligence predictive systems, virtual power plants, and smart grid technologies to ensure 1 GW of clean power supply around the clock [1] - Masdar's chairman, Dr. Jaber, stated that this project will set a new benchmark for global clean energy and support the UAE's development in artificial intelligence and high-tech industries [1] - The initiative aims to drive the energy system towards low-carbon and digital transformation [1]

Core Viewpoint - Marubeni Corporation will provide renewable solar power generation for Aeon Group in Japan [1] Group 1 - The collaboration between Marubeni and Aeon Group signifies a strategic move towards sustainable energy solutions in Japan [1] - This partnership is expected to enhance Aeon Group's commitment to renewable energy and reduce its carbon footprint [1] - The initiative aligns with Japan's broader goals of increasing renewable energy usage and decreasing reliance on fossil fuels [1]

Core Viewpoint - The Japanese Prime Minister emphasized the importance of domestic energy sources such as nuclear energy and perovskite solar cells [1] Group 1 - Domestic energy sources are crucial for Japan's energy strategy [1] - Nuclear energy is highlighted as a significant component of Japan's energy mix [1] - Perovskite solar cells are recognized for their potential in enhancing renewable energy production [1]