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Group 1 - The company currently produces gallium arsenide solar cell wafers in 4-inch and 6-inch sizes [1]

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。 | 证券代码：000591 | 证券简称：太阳能 | | 公告编号：2026-12 | | --- | --- | --- | --- | | 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 2022 年面向专业投资者公开发行绿色乡村振兴公司债券 （专项用于碳中和）（第一期）2026 年付息公告 重要内容提示： 中节能太阳能股份有限公司 2022 年面向专业投资者公开发行绿色乡村振兴 公司债券（专项用于碳中和）（第一期）（以下简称 22 太阳 G1、本期债券） 将于 2026 年 2 月 25 日支付 2025 年 2 月 25 日至 2026 年 2 月 24 日期间的利息。 为保证付息工作的顺利进行，现将有关事项公告如下： 一、 本期债券的基本情况 债券简称：22 太阳 G1 债券代码：149812 债权登记日：2026 年 2 ...

有投资者在互动平台向 ST逸飞提问：据悉逸飞激光在第三代 光伏钙钛矿 太阳能电池智能装备方面开发 了系列新产品，第三代光伏钙钛矿太阳能电池智能装备完成划线、清边、打孔、切割等工艺，实现从 P1-P6全制程覆盖，是目前唯一实现P1-P6全制程覆盖的公司。请问是否属实？公司第三代光伏钙钛矿太 阳能电池智能装备主要开发了哪些产品？是否已有交付使用？ ST逸飞回复称，公司钙钛矿太阳能电池 智能装备业务处于初步发展阶段，在公司整体业务中占比较小。关于其具体进展请关注定期报告、官网 以及官方微信公众号。敬请注意投资风险。 ...

Core Viewpoint - ST Yifei has developed a series of new products in the field of third-generation perovskite solar cell intelligent equipment, achieving full process coverage from P1 to P6, making it the only company to do so [1] Group 1 - The intelligent equipment for perovskite solar cells is currently in the early development stage and occupies a small proportion of the company's overall business [1] - The company has been asked about the specific products developed under this intelligent equipment and whether they have been delivered for use [1] - Investors are advised to pay attention to the company's regular reports, official website, and official WeChat account for further updates on progress [1]

Core Insights - Legislators in Oregon and California are advancing legislation to facilitate the use of plug-and-play solar systems for tenants and low-income families, following similar initiatives in Utah [1] Group 1 - The legislation aims to simplify access to solar energy solutions for underserved communities [1] - Ongoing discussions are focused on establishing safety standards for these solar systems [1]

Core Viewpoint - The solar diffusion furnace industry in China is experiencing significant growth, with the market size expected to reach 6.05 billion yuan by 2025, reflecting an 11% year-on-year increase, driven by the expansion of the photovoltaic industry and supportive government policies [1][6]. Industry Overview - Solar diffusion furnaces are essential for producing crystalline silicon solar cells, specifically for forming PN junctions, which are critical for enhancing cell efficiency [2]. - The main types of solar diffusion furnaces are vertical and horizontal, each offering distinct advantages in terms of production efficiency and space utilization [2]. Industry Chain - The upstream of the solar diffusion furnace industry includes quartz components, heating systems, temperature control systems, and gas control systems, with quartz components being crucial for stability and efficiency [3]. - The midstream involves the manufacturing of solar diffusion furnaces, while the downstream primarily serves the photovoltaic industry, specifically in solar cell and module production [3]. Current Development - The solar diffusion furnace market is benefiting from China's commitment to renewable energy, with solar power generation capacity increasing significantly from 204.2 GW in 2019 to an expected 1,161.2 GW by the end of 2025, marking a 41.90% year-on-year increase [4][5]. - The production of solar cells is projected to reach 83,274.3 MW by 2025, a 7.60% increase from the previous year, driven by government subsidies and technological advancements [5]. Competitive Landscape - The solar diffusion furnace industry has high entry barriers, making it difficult for new entrants to compete. Leading companies leverage technology, supply chains, and customer resources to maintain competitive advantages [7]. - Key players in the industry include North Huachuang, Jiejia Weichuang, and Jing Sheng Machinery, among others, with North Huachuang reporting a revenue increase of 32.97% year-on-year for the first nine months of 2025 [7][8]. Industry Trends - The rapid development of the solar diffusion furnace industry is leading to accelerated industry consolidation, with smaller companies lacking core technologies being phased out, while stronger companies invest in R&D and improve production processes [9]. - Domestic companies are increasingly focusing on international markets, expanding their presence through partnerships and participation in global trade shows, capitalizing on their competitive pricing and responsive service [10].

Summary of China Solar Corporate Day Takeaways Industry Overview - The focus of the discussions was on Space-based Solar Power (SBSP) applications, highlighting both opportunities and challenges in the solar technology sector [1][2]. Key Companies Mentioned - **Maxwell**: Holds a 70% share of the global HJT cell equipment market [3]. - **Shenzhen SC**: Commands over 50% of the global Topcon cell equipment market [3]. - **HZ First**: Has over 60% share in the global film market with comprehensive packaging solutions [3]. Core Insights 1. **SBSP Demand Outlook**: - Participants believe SBSP demand is real and promising, driven by the rapid growth of Low Earth Orbit (LEO) satellite launches and the need to reduce satellite launch costs. Solar energy is viewed as the only viable long-duration renewable energy solution for space [7][6]. - The near-term demand is expected to be influenced by leading players' satellite launch plans, while long-term demand will be supported by solar cell cost reductions and efficiency improvements [7]. 2. **Technology Adoption Timeline**: - P-HJT and P-Topcon technologies are anticipated to see early adoption in the US by 2027, while multi-junction perovskite technology is expected to be adopted from 2029 onwards [6][10]. 3. **Equipment Orders**: - Initial R&D or trial orders are expected to benefit equipment manufacturers first due to uncertainties in the technology roadmap. The US is projected to be a key region for solar capital expenditure (capex) growth in the SBSP context [6][8]. - Maxwell has guided for RMB 6 billion in solar orders for 2026, primarily from overseas capacity expansion plans [8]. 4. **Entry Barriers**: - The SBSP application is likely to raise entry barriers for cell and module manufacturers due to increased R&D requirements and customer loyalty, despite low near-term volume visibility [9]. 5. **Technology Shift**: - The current dominant technology is Triple-junction GaAs, but there is a shift towards silicon-based and multi-junction perovskite technologies. The latter is seen as a promising long-term solution due to its potential for high efficiency and lower costs [10][12]. 6. **Challenges in Technology Development**: - Key hurdles for new technologies include advanced wafer cutting and packaging materials that can withstand space conditions. The need for thinner wafers and better radiation hardness is critical for space applications [12]. Additional Insights - The sentiment around capex expansion has improved, with both domestic and overseas customers showing increased interest in solar technology [8]. - The ability to gain trust from space customers and ensure ongoing quality inspections in space is viewed as a significant barrier for suppliers [9]. Conclusion - The discussions at the China Solar Corporate Day indicate a strong belief in the potential of SBSP applications, with significant opportunities for equipment manufacturers. However, challenges in technology development and market entry barriers remain critical considerations for stakeholders in the solar industry [1][7][9].

Core Viewpoint - Legislators in Oregon and California are advancing legislation to facilitate the use of plug-and-play solar systems for tenants and low-income families, following similar initiatives in Utah. Discussions on related safety standards are still ongoing [1]. Group 1 - Oregon and California are taking steps to promote the adoption of plug-and-play solar systems [1]. - The legislation aims to benefit tenants and low-income households, making solar energy more accessible [1]. - The discussions regarding safety standards for these systems are still in progress [1].

Core Insights - First Solar (FSLR) has significant events to watch in 2026 and beyond, primarily related to capacity expansion plans [1] Group 1: Company Project Advancement - First Solar announced plans to establish a new 3.7GW module manufacturing facility in the U.S., expected to commence production by the end of 2026 and gradually ramp up output in the first half of 2027 to support its capacity expansion strategy [2] - The company has initiated production certification for its Louisiana plant in Q3 2025 and emphasized the favorable U.S. policy environment for vertical integration [2] Group 2: Company Business Status - The current backlog for the company stands at 54.5GW, although it has adjusted sales expectations due to the termination of a 6.6GW contract with a BP-affiliated company; ongoing litigation developments may continue to impact business dynamics [3]