金融界2025年8月1日消息，国家知识产权局信息显示，浙江爱旭太阳能科技有限公司、广东爱旭科技有 限公司、天津爱旭太阳能科技有限公司、珠海富山爱旭太阳能科技有限公司取得一项名为"一种双面背 接触太阳能电池及其背面结构"的专利，授权公告号CN114068729B，申请日期为2021年11月。 天眼查资料显示，浙江爱旭太阳能科技有限公司，成立于2016年，位于金华市，是一家以从事电气机械 和器材制造业为主的企业。企业注册资本569189.3935万人民币。通过天眼查大数据分析，浙江爱旭太 阳能科技有限公司共对外投资了11家企业，参与招投标项目122次，专利信息1885条，此外企业还拥有 行政许可60个。 珠海富山爱旭太阳能科技有限公司，成立于2021年，位于珠海市，是一家以从事电力、热力生产和供应 业为主的企业。企业注册资本450000万人民币。通过天眼查大数据分析，珠海富山爱旭太阳能科技有限 公司参与招投标项目105次，专利信息1038条，此外企业还拥有行政许可314个。 来源：金融界 广东爱旭科技有限公司，成立于2009年，位于佛山市，是一家以从事电气机械和器材制造业为主的企 业。企业注册资本282347.4 ...

美国光伏巨头第一太阳能(FSLR.US)公布了好于预期的2025年第二季度财报，并上调了全年业绩指引。 财报显示，第一太阳能Q2净销售额为11亿美元，好于市场预期的10.2亿美元;摊薄后的每股收益为3.18美 元，好于市场预期的2.60美元。 该公司首席执行官Mark Widmar在财报电话会议上表示，在美国总统特朗普力推的税收和支出法案通过 后，该公司处于比前拜登政府于2022年出台更具里程碑意义的气候法案后更强劲的地位。该公司认为， 特朗普政府通过的法案正在推动对其在美国本土生产的太阳能面板的需求。 展望未来，第一太阳能预计，2025年净销售额将在49亿美元至57亿美元区间，此前预期为45亿美元至55 亿美元;预计毛利润为20.5亿美元至23.5亿美元(此前预期为19.6亿美元至24.7亿美元)，经营利润为15.3亿 美元至18.7亿美元。 Mark Widmar表示："我们认为，近期的政策和贸易发展总体上加强了第一太阳能在太阳能制造业中的 相对地位。""此外，我们认为，从基本面上看，凭借其具有成本竞争力的能源和更快的发电时间，无论 政策环境如何，公用事业规模的太阳能发电都是很有吸引力的，这使作为公用事业 ...

Core Viewpoint - First Solar (FSLR.US) reported better-than-expected Q2 2025 financial results and raised its full-year guidance, indicating strong demand for its solar panels driven by recent U.S. tax and spending legislation [1] Financial Performance - Q2 net sales reached $1.1 billion, exceeding market expectations of $1.02 billion [1] - Diluted earnings per share were $3.18, surpassing the market forecast of $2.60 [1] Future Outlook - The company projects Q2 2025 net sales between $4.9 billion and $5.7 billion, up from a previous estimate of $4.5 billion to $5.5 billion [1] - Expected gross profit is forecasted to be between $2.05 billion and $2.35 billion, revised from $1.96 billion to $2.47 billion [1] - Operating profit is anticipated to range from $1.53 billion to $1.87 billion, an increase from the prior estimate of $1.45 billion to $2.0 billion [1] Market Position - CEO Mark Widmar stated that recent policy and trade developments have strengthened First Solar's relative position in the solar manufacturing industry [1] - The company believes that utility-scale solar power remains attractive due to its cost-competitive energy and faster generation times, reinforcing First Solar's leadership in the sector [1]

金融界2025年8月1日消息，国家知识产权局信息显示，滁州爱旭太阳能科技有限公司、珠海富山爱旭太 阳能科技有限公司、深圳爱旭数字能源技术有限公司、天津爱旭太阳能科技有限公司、广东爱旭科技有 限公司、浙江爱旭太阳能科技有限公司、山东爱旭太阳能科技有限公司取得一项名为"一种背接触式太 阳能电池及太阳能电池组件"的专利，授权公告号CN223182585U，申请日期为2024年08月。 专利摘要显示，本实用新型涉及太阳能电池的技术领域，公开一种背接触式太阳能电池及太阳能电池组 件，背接触式太阳能电池包括：设置于隧穿层上的N型掺杂多晶硅层和P型掺杂多晶硅层，N型掺杂多晶 硅层和P型掺杂多晶硅层通过隔离区进行绝缘隔离；覆盖N型掺杂多晶硅层、P型掺杂多晶硅层和隔离区 的第一界面钝化层；设置于第一界面钝化层上的第一表面钝化层；设置于第一表面钝化层上的第一减反 射层；设置于基片背面上的第一电极和第二电极，第一电极贯穿界面钝化层与N型掺杂多晶硅层相接 触，第二电极贯穿界面钝化层与P型掺杂多晶硅层相接触。 天眼查资料显示，滁州爱旭太阳能科技有限公司，成立于2024年，位于滁州市，是一家以从事科技推广 和应用服务业为主的企业。企业注 ...

Core Insights - In the first half of this year, China's renewable energy generation accounted for nearly 40% of the total national power generation, surpassing the combined electricity consumption of the tertiary industry and urban-rural residents [1] Renewable Energy Generation - The total renewable energy generation reached 1,799.3 billion kWh, a year-on-year increase of 15.6%, representing approximately 39.7% of the total power generation [1] - Wind and solar power generation combined reached 1,147.8 billion kWh, with a year-on-year growth of 27.4%, making up 23.7% of the total electricity consumption, an increase of 4.4 percentage points compared to the same period last year [1] - The increase in wind and solar generation was 247 billion kWh compared to the same period last year, exceeding the overall increase in electricity consumption [1] Installed Capacity - The installed capacity of renewable energy continued to achieve breakthroughs, with an addition of 268 million kW in the first half of the year, a year-on-year increase of 99.3%, accounting for 91.5% of the total new installed capacity [1] - As of the end of June, the total installed capacity of renewable energy reached 2,159 million kW, a year-on-year increase of 30.6%, representing 59.2% of China's total installed capacity [1] - The breakdown of installed capacity includes 440 million kW for hydropower, 573 million kW for wind power, 1,100 million kW for solar power, and 47 million kW for biomass power [1]

Core Viewpoint - The company has completed the registration capital change and obtained the business license, reflecting its ongoing operational and structural adjustments in the solar energy sector [1][2][3]. Group 1: Company Information - The company is named Jing'ao Solar Technology Co., Ltd., with a registered capital of RMB 3,309,679,544 [1]. - The company was established on October 20, 2000, and is located at No. 123, Xinxing Road, Ningjin County, Hebei Province [1]. - The legal representative of the company is Jin Baofang [1]. Group 2: Business Operations - The company engages in the production and processing of monocrystalline silicon rods and wafers, solar cells, and modules [1]. - It is involved in the research and development of solar energy products and the sale of related products and raw materials [1]. - The company also participates in solar photovoltaic grid-connected power generation, electricity sales, and the development, construction, operation, management, and maintenance of solar photovoltaic power stations [1].

Group 1 - The stock price of SkyMoon Solar (PN) increased by 3.24% on July 31, closing at $3.82 per share with a trading volume of $92,300 and a total market capitalization of $103 million [1] - For the fiscal year ending September 30, 2024, SkyMoon Solar reported total revenue of $49.864 million, a year-over-year decrease of 1.87%, and a net profit attributable to shareholders of $471,000, down 57.17% year-over-year [1] - SkyMoon Solar Group Limited is a holding company registered in the Cayman Islands, primarily operating through its domestic subsidiaries, including SkyMoon Solar Group Limited [1] Group 2 - The company designs, develops, manufactures, and sells solar photovoltaic products and solar system solutions through its wholly-owned subsidiaries, including Ningbo SkyMoon and Zhejiang Punait [1] - Additionally, SkyMoon Solar Group provides high-performance computing (HPC) products through its indirect wholly-owned subsidiaries, Ningbo Dcloud Information and Zhejiang SkyMoon [1]

分布式发电项目数量巨大，核发覆盖率仍有待提高。 在今天举行的国家能源局2025年三季度新闻发布会上，国家能源局发展规划司副司长邢翼腾表示，今年 上半年，全国能源供应充足，供需总体宽松，能源结构持续优化，新型能源体系建设加快推进。 "新能源装机保持快速增长，" 邢翼腾介绍，继3月底全国风电、太阳能发电装机历史性超过火电后，5 月底非化石能源发电装机容量占比首次突破六成。今年上半年，风电、太阳能发电新增装机规模较去年 同期翻一番。 "可再生能源继续保持新增装机的主体地位，接近全国总装机的六成。"国家能源局新能源和可再生能源 司副司长潘慧敏称。 国家能源局统计数据显示，今年上半年，全国可再生能源新增装机2.68亿千瓦，同比增长99.3%，约占 新增装机的91.5%。其中，水电新增393万千瓦，风电新增5139万千瓦，太阳能发电新增2.12亿千瓦，生 物质发电新增71万千瓦。 据潘慧敏介绍，截至今年6月底，全国已核发分布式发电项目绿证8927万个。今年上半年，全国共计核 发绿证13.71亿个，其中可交易绿证9.58亿个，同比增长1.49倍。 "绿证交易价格正逐步回归合理，"潘慧敏介绍，2025年上半年，绿证均价5元/ ...

Group 1 - The stock price of SkyMoon Solar increased by 3.4% to $3.95 per share, with a total market capitalization of $107 million as of July 30 [1] - For the fiscal year ending September 30, 2024, SkyMoon Solar reported total revenue of $49.864 million, a year-over-year decrease of 1.87% [1] - The net profit attributable to the parent company was $471,000, reflecting a significant year-over-year decline of 57.17% [1] Group 2 - SkyMoon Solar Group Limited is a holding company registered in the Cayman Islands, primarily operating through its domestic subsidiaries [1] - The company designs, develops, manufactures, and sells solar photovoltaic products and solar system solutions through its subsidiaries [1] - Additionally, SkyMoon Solar provides high-performance computing (HPC) products through its indirect wholly-owned subsidiaries [1]

截至 2025 年 7 月 29 日，城堡投资顾问公司（Citadel Advisors LLC）将其在 SMA 太阳能技术股份公司 （SMA Solar Technology AG）的净空头头寸减少 6.57%，至 444,160 股，占该公司股票的 1.28%。 ...