智通财经APP讯，江山控股(00295)公布，该集团拥有的太阳能发电站于2025年1至7月总发电量约为 188,366兆瓦时，同比减少2.59%。该集团于2025年7月31日的总装机量为290兆瓦。 该信息由智通财经网提供 ...

智通财经APP获悉，尽管部分主要经济体政策转向，全球太阳能产业仍有望保持高速增长。高盛研究部最新预测显示，到2030 年全球太阳能装机容量将达914吉瓦，较2024年水平增长57%。这一乐观预期与当前部分国家政策调整形成对比——中国已取 消新建大型商业和工业太阳能项目的电网接入保障，美国联邦政府也在审查实施规则，可能从2028年起对太阳能装置产生下行 压力。 高盛全球大宗商品研究联席主管丹·斯特鲁文指出，太阳能发电正以"电力史上最快速度"扩张。该能源形式自兴起以来，11年间 累计发电量已达2129太瓦时，截至2025年7月的12个月内贡献了全球8%的电力供应。尽管中美近期政策调整可能带来短期波 动，但长期来看，太阳能仍有望成为全球能源结构的重要支柱。 图2 支撑太阳能长期发展的三大结构性因素依然稳固：首先是成本下降的正反馈循环：成本降低导致需求增加、供应增加，最终成 本再次降低。累计产量每翻一番，太阳能板成本下降20%，这种下降速度超越计算机和通信设备等现代投资品。 图1 当前行业面临多重挑战：澳大利亚和加州出现的负电价现象，暴露了太阳能与风能高比例接入电网时可能引发的供需失衡;西 班牙和葡萄牙今年四月因电源 ...

Core Insights - ST Yifei (688646.SH) has successfully delivered perovskite solar cell equipment to customers [1] Company Summary - The company has achieved a significant milestone by delivering its perovskite solar cell equipment, indicating progress in its product development and market readiness [1]

Core Viewpoint - Anhui Sunshine Solar Technology Co., Ltd. has applied for a patent for a perovskite solar cell and its preparation method, indicating a focus on innovation in the renewable energy sector [1] Company Summary - Anhui Sunshine Solar Technology Co., Ltd. was established in 2018 and is located in Hefei City, primarily engaged in business services [1] - The company has a registered capital of 200 million RMB [1] - It has made external investments in one company, participated in two bidding projects, and holds 12 patents along with five administrative licenses [1] Industry Summary - The patent application involves a perovskite solar cell that includes an inorganic hole transport layer and addresses issues such as interface defects and energy level mismatch between materials [1] - The perovskite precursor solution used in the process contains perovskite and self-assembled monomer materials, with a concentration range of 0.1 mg/mL to 0.5 mg/mL [1] - The annealing process forms chemical covalent bonds between the groups of the self-assembled monomer materials and the surface of the inorganic hole transport layer [1]

Core Insights - Despite the cancellation of subsidies and tax breaks for renewable energy developers by President Trump, the growth of solar power capacity in the U.S. has slowed but not completely derailed [1] - The federal solar tax credit is set to reduce in 2026, prompting developers to accelerate solar system deployments to complete projects before the deadline, potentially boosting overall growth rates for solar capacity [4] Growth Trends - As of mid-2025, the U.S. utility-scale solar capacity has seen a year-on-year growth of approximately 10%, significantly lower than the 33% growth in 2024 and the 29% average annual growth since 2015 [1] - Texas, the largest state for solar capacity, has experienced a 14% growth in utility-scale solar capacity in 2025, indicating robust demand despite reduced federal support [5] - In contrast, California, the second-largest solar market, has only seen a 2% growth in 2025, raising concerns about future demand for solar systems nationwide [5] - Florida, the third-largest solar market, reported an 8% increase in capacity, but has not added any new utility-scale solar capacity since January, suggesting a halt in expansion efforts [7] Regional Performance - Arizona has shown strong performance with a 24% increase in utility-scale solar capacity in 2025, providing some balance to the overall market [8] - Other states such as Wisconsin, Pennsylvania, Idaho, Missouri, Michigan, Arkansas, Oklahoma, Ohio, and Indiana have also outpaced the national average in capacity growth, indicating that solar growth is not entirely stagnant [12]

Group 1 - The company responded to an investor inquiry regarding the timeline for the new production capacity to be operational, indicating that the construction period for the "germanium wafer project for space solar cells" is planned for 18 months [2] - The company noted that the prices of photovoltaic-grade germanium products have stabilized recently, with no significant changes reported [2] - The project construction is currently proceeding as planned, and the company will disclose any relevant progress in accordance with regulations [2]

Group 1 - The company has received a total of 627 million yuan in renewable energy subsidy funds from January 1, 2025, to July 31, 2025, of which 572 million yuan is from the national renewable energy subsidy [1] - The recovery of these subsidy funds will improve the cash flow of the company's photovoltaic power stations and have a positive impact on future operations [1] - The subsidy funds have been recognized as revenue in the corresponding fiscal year upon electricity sales, and this repayment will not have a significant impact on the company's profit and loss for 2025 [1]

重要公告： 若羽臣：筹划发行H股股票并在香港联合交易所上市 山东海化：拟取得中盐碱业29%股权投资总额23.2亿元 牧原股份：7月销售商品猪收入116.39亿元同比下降10.41% 三江购物：与盒马公司签署的盒马鲜生业务合作协议到期后不再续签 三江购物（601116）公告，公司与关联方阿里巴巴（中国）有限公司所属的盒马（中国）有限公司（简 称"盒马公司"）签署的《盒马鲜生业务合作协议》，将于2026年3月31日到期，合作协议到期后不再续 签。为妥善安排员工工作，尽量减少对顾客购物的影响，公司将尽快与盒马公司商议涉及协议终止的相 关过渡及交接事宜，期间会对宁波盒马门店销售产生影响。 豪恩汽电：拟定增募资不超过11.05亿元用于豪恩汽电深圳产线扩建项目等 安车检测：控股股东变更为矽睿科技股票6日起复牌 沪市重要公告： 明志科技：就云内动力拖欠货款事项向法院提起诉讼 明志科技（688355）公告，公司就昆明云内动力股份有限公司（简称"云内动力"）拖欠货款事项向昆明 市官渡区人民法院（简称"法院"）提起诉讼，并于近日收到法院送达的《受理案件通知书》，涉案金额 合计3537.97万元。截至公告披露日，该案件已立案，尚未 ...

Core Viewpoint - The company announced that its photovoltaic power generation project companies received a total of 627 million yuan in renewable energy subsidy funds from January 1, 2025, to July 31, 2025, including 572 million yuan from national renewable energy subsidies [1] Summary by Category - **Subsidy Amounts** - The total renewable energy subsidy funds received by the company's photovoltaic power generation project companies is 627 million yuan [1] - The national renewable energy subsidy funds amount to 572 million yuan [1]

中节能太阳能股份有限公司 关于收到应收国家可再生能源补贴资金情况的 自愿性信息披露公告 | 证券代码：000591 | 证券简称：太阳能 | | 公告编号：2025-84 | | --- | --- | --- | --- | | 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 | | 二、对公司的影响 上述公司可再生能源补贴资金的回收将改善公司光伏电站的现金流，对公司 未来光伏电站的运营产生积极影响。可再生能源补贴资金已于电量销售时确认到 对应年度的电费收入，本次回款对公司 2025 年度损益不会产生重大影响，具体 以会计师年度审计确认后的结果为准。敬请广大投资者注意投资风险。 特此公告。 中节能太阳能股份有限公司 董 事 会 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。 一、获取补贴资金的基本情况 2025 年 8 月 6 日 截至 2025 年 7 月底，中节能太阳能股份有限公司（以下简称公司）下属光 伏 ...