9月28日，晋能控股旗下潞安太阳能与英利集团旗下英辰新能源签署战略合作协议。双方将充分发挥各 自在新能源产业领域的优势，围绕光伏产业链、BIPV、智慧运维+技改等多个领域开展深度合作。 ...

道达尔能源公司：将出售北美1.4吉瓦太阳能项目组合50%的权益。 ...

Core Insights - The construction of data centers in the U.S. is facing a dual challenge of power scarcity and community opposition, exacerbated by rising electricity prices driven by increased demand from these centers [1][6][8] Group 1: Electricity Price Surge - The capacity price in the PJM interconnection has skyrocketed from $2.2 billion in the 2023/2024 delivery year to $16.1 billion in the 2026/2027 delivery year, indicating a significant increase in electricity costs [3] - Capacity prices in the PJM "rest of market" area surged from $29 per megawatt-day in the 2024/2025 delivery year to $269 per megawatt-day in the 2025/2026 delivery year, marking a more than fivefold increase within a year [3] - This surge in electricity prices has resulted in an average bill increase of 18% to 25% for residents in the PJM region [3][6] Group 2: Policy Responses and Community Resistance - At least 12 states are considering new policies to ensure data centers bear the full costs of their electricity consumption, aiming to prevent the financial burden from falling on ordinary consumers [1][7] - Local policymakers are under pressure to create special rate structures that internalize the costs associated with data centers, reflecting a significant policy shift [7] - Community opposition, driven by concerns over rising electricity costs, water resource depletion, and noise pollution, is increasingly becoming a threat to data center projects [8][9] Group 3: Energy Solutions - Short-term solutions to the electricity demand crisis include solar and energy storage, which accounted for 80% of new generation capacity in the U.S. in 2024 [2][10] - The U.S. Energy Information Administration (EIA) reported that 48.6 GW of new capacity was added, with approximately 80% coming from solar and storage [10] - In the long term, natural gas and nuclear energy are viewed as essential components for ensuring stable power supply, with large tech companies exploring direct power agreements with nuclear energy providers [10][14]

上市企业：隆基绿能（601012）,通威股份（600438）,阳光电源（300274）,晶澳科技（002459）,天合光 能（688599）,特变电工（600089）,正泰电器（601877）,TCL中环（002129）,林洋能源（601222）,上 能电气（300827） 2020-2025年1-7月中国太阳能发电量产量统计图 数据来源：国家统计局，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国太阳能发电站行业市场行情监测及投资前景研判报告》 根据国家统计局数据显示：2025年7月中国太阳能发电量产量为559亿千瓦时，同比增长28.7%；2025年 1-7月中国太阳能发电量累计产量为3268.5亿千瓦时，累计增长22.7%。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Group 1 - As of the end of August, the total installed power generation capacity in China reached 3.69 billion kilowatts, representing a year-on-year growth of 18.0% [1] - Solar power generation capacity reached 1.12 billion kilowatts, with a significant year-on-year increase of 48.5%, while wind power capacity reached 580 million kilowatts, growing by 22.1% [1] - The cumulative average utilization hours of power generation equipment from January to August were 2,105 hours, a decrease of 223 hours compared to the same period last year [1] Group 2 - In August, the total electricity consumption in China exceeded 1 trillion kilowatt-hours, reaching 1,015.4 billion kilowatt-hours, with a year-on-year growth of 5% [1] - From January to August, the cumulative electricity consumption was 6,878.8 billion kilowatt-hours, reflecting a year-on-year increase of 4.6% [1] - The electricity consumption in the manufacturing sector in August grew by 5.5%, marking the highest growth rate for the year, with notable recovery in industries such as steel, building materials, non-ferrous metals, and chemicals [1] Group 3 - The high temperatures this summer, the highest since 1961, have led to a rapid increase in electricity consumption in the tertiary sector and among residents, with many regions experiencing record load levels [2] - Policies aimed at promoting consumption and stabilizing industrial growth have contributed to a recovery in the macro economy, with continuous capacity release across various industries [2]

Group 1 - The company has developed a robotic intelligent laser system that is applicable in various industrial manufacturing fields [2] - Key application areas for the robotic intelligent laser system include new energy batteries, perovskite solar cells, consumer electronics, and automotive components [2] - The company confirmed that its robotic intelligent laser system involves the use of technologies such as artificial intelligence (AI) and machine vision perception technology [2]

国家知识产权局信息显示，国电投新能源科技有限公司申请一项名为"异质结太阳能电池的制备方法和 异质结太阳能电池"的专利，公开号CN120692955A，申请日期为2025年06月。 天眼查资料显示，国电投新能源科技有限公司，成立于2017年，位于南昌市，是一家以从事其他制造业 为主的企业。企业注册资本8500万人民币。通过天眼查大数据分析，国电投新能源科技有限公司共对外 投资了3家企业，参与招投标项目24次，财产线索方面有商标信息11条，专利信息96条，此外企业还拥 有行政许可21个。 专利摘要显示，本申请提供了一种异质结太阳电池的制备方法和一种异质结太阳能电池，包括：将硅片 双面制绒；在硅片的第一面依次沉积第一本征非晶硅薄膜层和第一掺杂硅薄膜层；第二面依次沉积第二 本征非晶硅薄膜层和第二掺杂硅薄膜层；在第一掺杂硅薄膜层和第二掺杂硅薄膜层上，分别设置第一透 明导电氧化薄膜层和第二透明导电氧化薄膜层；在第一透明导电氧化薄膜层和第二透明导电氧化薄膜层 上，分别印刷第一银栅线和第二银栅线；在第一透明导电氧化薄膜层和第二透明导电氧化薄膜层上，分 别沉积第一硅叠层和第二硅叠层；通过设置第一硅叠层和第二硅叠层而替代现有技术 ...

国家能源局26日发布1—8月份全国电力工业统计数据。1—8月，全国累计发电装机容量36.9亿千瓦，同 比增长18.0%。其中，太阳能发电装机容量11.2亿千瓦，同比增长48.5%；风电装机容量5.8亿千瓦，同 比增长22.1%。1—8月份，全国发电设备累计平均利用2105小时，比上年同期降低223小时。 ...

美国正在调查印度最大的太阳能电池板制造商瓦雷能源有限公司（ Waaree Energies Ltd.）是否逃避了对 来自东南亚国家的太阳能电池的反倾销和反补贴税。 据媒体获取的该机构的一份公告，美国海关和边 境保护局已对 Waaree公司和 Waaree美国子公司展开正式调查，并实施了临时措施，因为有合理怀疑该 公司在将商品运入美国时逃避了纳税义务。 周五早盘交易中， Waaree股价跌幅高达 5.5%，为自 9 月 1 日以来的最大跌幅。 ...

每经AI快讯，据国家能源局微信公众号，9月26日，国家能源局发布1~8月份全国电力工业统计数据。 截至8月底，全国累计发电装机容量36.9亿千瓦，同比增长18.0%。其中，太阳能发电装机容量11.2亿千 瓦，同比增长48.5%；风电装机容量5.8亿千瓦，同比增长22.1%。1~8月份，全国发电设备累计平均利用 2105小时，比上年同期降低223小时。 ...