Core Viewpoint - The company has been recognized for its technological leadership and innovation capabilities in the field of tower solar thermal utilization, as evidenced by the approval of the "Tower Solar Thermal Utilization Shandong Provincial Engineering Research Center" [1] Group 1: Technological Advancements - The company is the only domestic enterprise with a complete REPCO solar thermal industry chain, focusing on independent research and breakthroughs in core technologies [1] - Significant achievements include the development of a series of proprietary technologies in key areas such as tower solar thermal mirror field control, calibration systems, and DNI prediction technology [1] Group 2: Project Developments - The Xinjiang Wind City Oilfield solar thermal project successfully achieved stable steam supply with parameters of 6.1 MPa pressure, 287°C temperature, and 7.0 t/h flow rate, marking a key breakthrough in clean energy utilization in traditional oil and gas industries [2] - The project features a total mirror collection area of 51,504 square meters and a heat absorption tower height of 113.4 meters, utilizing 23,700 self-developed small mirrors with a solar thermal conversion efficiency of 53% [2] - The company is also involved in the construction of the highest tower molten salt solar thermal power station in Xinjiang, with a designed capacity of 100 MW and an average annual power generation of approximately 1.96 billion kWh [4] Group 3: Future Outlook - The company plans to leverage the newly established engineering research center to integrate innovation resources and deepen strategic collaborations with universities, research institutions, and industry partners [5] - Focus will be on addressing key technical challenges in tower solar thermal power systems, promoting the industrial application and demonstration of innovative results, and supporting the high-quality development of the solar thermal industry [5]

Core Viewpoint - The solar cell industry in China is experiencing significant growth, with production figures indicating a robust increase in output and a positive outlook for the coming years [1] Industry Summary - As of June 2025, China's solar cell (photovoltaic cell) production reached 67.39 million kilowatts, marking a year-on-year growth of 24.1% [1] - Cumulatively, from January to June 2025, the total production of solar cells in China was 370.19 million kilowatts, reflecting an 18.2% increase compared to the previous year [1] - The report by Zhiyan Consulting outlines the competitive landscape and investment recommendations for the solar cell industry in China from 2025 to 2031 [1] Company Summary - Key listed companies in the solar energy sector include Longi Green Energy (601012), Tongwei Co., Ltd. (600438), Sungrow Power Supply Co., Ltd. (300274), JA Solar Technology Co., Ltd. (002459), Trina Solar Limited (688599), TBEA Co., Ltd. (600089), Chint Electric Co., Ltd. (601877), and TCL Zhonghuan Renewable Energy Technology Co., Ltd. (002129) [1]

Core Viewpoint - Recent changes in federal policies may slow down the development pace of solar and wind energy projects in the U.S. [1] Group 1: Impact on Renewable Energy Projects - Fitch Ratings indicates that solar and wind projects, particularly those in early stages, are especially vulnerable to the new policy changes [1] - The 2025 tax and spending plan shortens the construction window for technology-neutral tax credits, imposing stricter timelines for most solar and wind projects [1] - The U.S. Treasury has issued stricter guidelines for solar and wind tax credits, tightening safe harbor provisions and requiring facilities to meet certain scale criteria to qualify as under construction [1] Group 2: Other Clean Technologies - Incentives for other clean technologies, including nuclear energy and independent storage, remain largely unchanged and may capture a larger share of new installed capacity [1]

Core Viewpoint - Researchers at the University of Rochester have developed a new solar thermoelectric generator (STEG) that boasts a 15-fold increase in conversion efficiency compared to earlier versions, making it suitable for powering IoT wireless sensors and wearable devices, as well as serving as an off-grid renewable energy system for rural areas [1]. Group 1 - The new STEG utilizes black metal technology to enhance energy conversion efficiency significantly [1]. - The research findings have been published in the latest issue of the journal "Light: Science & Applications" [1]. - The device has potential applications in various sectors, including IoT and renewable energy solutions for underserved regions [1].

特朗普：我们不想要风车或太阳能电池板。 ...

独立董事制度作为上市公司治理结构的重要一环，在促进公司规范运作、保护中小投资者合法权益、推动资本市场健康稳定发展等方面发挥了积极作用。新浪财经《2024年度A股独董数据报告》 数据显示，2024年完整年度来看，刘纪鹏担任两家A股上市公司董事，担任开普云独董报酬为12万元，担任太阳能独董报酬为16万元。此外，刘纪鹏2024年10月28日开始担任乾照光电独董，报 2024年开普云共召开10次董事会会议、3次股东大会，刘纪鹏均按时出席上述会议。同时，对公司董事会审议的各项议案均投以赞成票，没有提出异议的事项，也没有反对或弃权的情形。 2024年太阳能共召开18次董事会会议、4次股东大会，刘纪鹏均按时出席上述会议。同时，对公司董事会审议的各项议案均投以赞成票，没有提出异议的事项，也没有反对或弃权的情形。 资料显示，刘纪鹏先生，1956年4月出生，中国国籍，无永久境外居留权，硕士学位。曾任中国社科院工经所助理学术秘书、研究员，中信国际研究所室主任、副研究员，首都经济贸易大学公司 声明：本文由AI大模型生成。市场有风险，投资需谨慎。数据来源于choice、ifind，截止2024年末，任期不满1年的不参与统计。 责任编辑 ...

| 独立董事 | 参加董事会情况 | | | | | 参加股东 大会情况 | | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 应参加董事会 | 亲自出席 | 委托出席 | 缺席 | 是否连续两 | 出席股东 | | | 次数 | 次数 | 次数 | 次数 | 次未亲自参 | 大会的次 | | | | | | | 加会议 | 数 | | 刘纪鹏 | 10 | 10 | 0 | 0 | 合 | 3 | 专题：2024年度A股独立董事数据报告 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 独立董事制度作为上市公司治理结构的重要一环，在促进公司规范运作、保护中小投资者合法权益、推 动资本市场健康稳定发展等方面发挥了积极作用。新浪财经《2024年度A股独董数据报告》显示，在A 股上万名独董中，最高报酬107万元，除217位独立董事未领取报酬外，最低报酬9600元，61位独董报酬 超50万，6545位独董报酬不足10万；65岁以上的超过2000人，其中超过80岁的有23人，60岁至69岁的超 过3500人。 数据显示，2024年完整年度来看 ...

这一分子成功实现了多电荷分离与储存这一核心功能。团队成员表示，他们已经识别并实现了整个拼图 中的一个重要部分。 这项研究深化了人们对人工光合作用中电子转移机制的理解，也为未来设计更高效、更接近自然系统的 太阳能燃料转化技术奠定了基础。其成果能为可持续能源的发展开辟新路径，推动人类向绿色、碳中和 的能源目标迈进。（记者张梦然） 一种具有特殊结构的分子，是此次实现人工光合作用的关键一步。该分子由5个功能单元串联组成，每 一部分承担特定任务。分子的一端包含两个可释放电子的单元，在失去电子后带正电；另一端有两个可 接收电子的单元，获得电子后带负电；中间则是吸收光能、启动电子转移反应的核心结构。 团队采用两步光照的方法实现四电荷的存储：第一道闪光激发分子，触发电子转移，产生一对正负电 荷，并分别迁移到分子两端；随后第二道闪光再次引发相同反应，使分子最终携带两个正电荷和两个负 电荷。这种分步激发机制使得该过程可以在较弱的光照条件下进行，接近自然阳光的强度，而此前类似 研究往往依赖高强度激光，难以应用于实际环境。 更重要的是，这些分离的电荷在分子中能够保持相对稳定状态，持续足够长时间，以便参与后续的化学 反应，例如将水分解 ...

Summary of China Solar Profitability Tracker Conference Call Industry Overview - The report focuses on the solar industry in China, specifically tracking profitability trends and supply/demand dynamics within the solar value chain [1][5]. Key Highlights - **Module Price Trends**: Early signs of module price increases were noted, with China Huadian's 20GW solar project bidding starting at an average of Rmb0.71/w, which is 6% higher than the current spot module pricing of Rmb0.67/w. This price hike followed a joint meeting by six ministries on August 19 [5]. - **Supply/Demand Outlook**: The monthly supply/demand ratio is expected to worsen, estimated to be between 1.4X-2.1X in August, down from 1.3X-1.7X in July. This deterioration is attributed to slow supply cut adjustments, with increased inventory pressures in the Poly and Module segments [5][12]. - **Production Increases**: Production across the value chain is expected to increase by 5%-20% month-over-month in August, with specific increases of +19% for Poly, +5% for Wafer and Cell, and +12% for Module [11]. - **Inventory Dynamics**: End-August inventory is projected to decline significantly in the Cell and Glass segments due to higher module production demand, while Poly and Module inventories are expected to rise [12]. Financial Metrics - **Profitability Trends**: Cash gross profit margins (GPM) and EBITDA margins have shown improvement in upstream segments but have deteriorated in downstream segments. For example, the cash GPM for Poly is at 29%, while for Modules, it is at -3% [6][9]. - **Spot Price Changes**: As of August 21, 2025, spot prices for most value chain products remained stable, except for a 6% increase in Glass prices due to rapid inventory depletion [17][21]. Sector View - The report suggests that the solar sector is at a cyclical bottom, with a potential inflection point expected around the second half of 2026. However, normalized profitability is likely to remain low due to a slowdown in demand growth in China [5]. - **Investment Preferences**: The report indicates a preference for investments in Cell & Module and Film segments, while showing a bearish outlook on Glass, Poly, Wafer, and Equipment segments [5]. Additional Insights - **Challenges in Implementation**: The anticipated price hikes and profitability improvements are contingent on effective implementation of policies, which currently face challenges due to a lack of fiscal support and changes in local government incentives [5]. - **Diverse Inventory Days**: The average inventory days across the value chain are expected to remain at around 40 days in August, reflecting a diverse inventory situation relative to demand [12][15]. This summary encapsulates the key points from the conference call regarding the current state and outlook of the solar industry in China, highlighting both opportunities and risks for investors.

瑞士巴塞尔大学研究团队在人工光合作用领域取得重要进展：他们开发出一种新型人工分子，能够模仿 植物自然的光合作用机制，在光照条件下同时储存两个正电荷和两个负电荷。这一成果为未来将太阳能 转化为碳中和燃料提供了新的可能性。相关论文发表于最新的《自然·化学》杂志。 ...