市场消息：松下在日本和海外裁员约1万人。 ...

智通财经5月9日电，松下将在日本和海外裁员约1万人。 ...

2025 年 05 月 08 日 商 品 研 究 工业硅：需求疲软，盘面弱势 多晶硅：盘面再创上市新低 张 航 投资咨询从业资格号：Z0018008 zhanghang2@gtht.com 【基本面跟踪】 工业硅、多晶硅基本面数据 | | | | 指标名称 | T | T-1 | T-5 | T-22 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Si2506收盘价（元/吨） | 8,290 | -35 | -490 | -1,500 | | | | | Si2506成交量（手） | 243,010 | -26,462 | 54,568 | 127,104 | | | | | Si2506持仓量（手） | 182,782 | 3,246 | -10,320 | -27,262 | | | | 工业硅、多晶硅期货市场 | PS2506收盘价（元/吨） | 35,520 | -890 | -2,870 | - | | | | | PS2506成交量（手） | 135,166 | 54,723 | 39,636 | - | | | | | P ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ "我们作为异质结技术的先驱， 25 年来持续生产组件。我们在效率和输出功率方面取得了显著进展，并 通过新建产线多次扩大产能。但过去两三年间，太阳能行业发生巨变。组件和电池成本下降，新技术涌 现，需要对更大尺寸的电池进行大量前期投资。"他解释道，"因此，我们决定外包生产，转而专注于产品 设计与销售。随着价格持续下跌和技术迭代，组件制造已成为低利润业务，制造商难以持续投入新设 备。" 在储能布局方面，2013年，美国Power-One与松下宣布合作开发储能系统以及大型公用事业级与商业光 伏逆变器业务。2020年，松下储能锂电全球市场份额仅次于宁德时代。 进固态电池群 ，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 I C C S I N O 本文来源： #鑫椤锂电 综合汇总 外媒消息， 全球电子公司松下宣布，计划关闭其太阳能及储能业务部门。 该公司为户用市场生产太阳能 组件、逆变器和电池已超过 25 年，曾是 SolarCity/Tesla ...

（原标题：巨头退场！松下宣布关闭光伏业务部门） 据外媒报道，日本跨国电子企业松下集团（Panasonic）于本周一宣布，将正式关闭旗下太阳能及储能 业务部门，结束其在该领域长达40年的探索。这一决定标志着这家曾主导美国户用光伏市场的技术先驱 正式退出光伏制造赛道，转而聚焦更具战略价值的核心业务。 松下在声明中强调，尽管业务线终止，仍将履行所有产品保修义务，并继续为现有客户及在建项目提供 支持。客户可通过专属邮箱及官网获取售后指引。 "我们坚信太阳能与储能技术的未来，但必须将资源集中于战略优先级领域。"松下在公告中表示，"这 一调整旨在优化业务结构，确保集团长期竞争力。" 松下的光伏制造历史可追溯至1980年代。2009年，松下收购三洋电机，将HIT组件推向全球市场。2010 年代，松下在美国布法罗工厂启动本土化生产，并在日本、马来西亚设立组件制造基地。但随着行业技 术迭代加速，高成本劣势逐渐显现。2022年，松下停止自主生产，将组件制造外包至第三方代工厂。 前松下太阳能业务总监Mukesh Sethi曾公开解释转型逻辑："过去三年光伏行业经历剧变，大尺寸电池技 术迫使企业投入数十亿美元升级产线，而组件价格持续 ...

4月27日，第三十六届国际制冷、空调、供暖、通风及食品冷冻加工展览会(简称"2025中国制冷展")在 上海新国际博览中心拉开帷幕。展会首日，松下举办2025年商住产品发布会，面向低碳社会，介绍 EMS能源管理系统助力环境友好型店铺的实例，重磅推出6恒气候站全新升级系列等产品，商住双擎发 力，共绘绿色人居未来。 松下控股株式会社全球副总裁、集团中国东北亚总代表本间哲朗，松下电器中国东北亚公司总裁CEO木 下步，松下电器(中国)有限公司总裁赵炳弟，松下电器中国东北亚公司执行副总裁、住建空间事业部事 业部长中山正春等出席发布会。 松下自进入中国市场以来，始终以消费者的切实需求为出发点，持续深耕中国市场。近5年，松下在中 国新建扩建19个事业网点，中国已经成为松下在海外最重要的事业基地。松下控股株式会社全球副总 裁、集团中国东北亚总代表本间哲朗在开幕致辞中表示：松下依托百年积累的技术底蕴，发挥全品类家 电与空间设计融合的优势，为中国消费者带来"安全・安心・舒适"的居住体验，更通过节能环保技术积 极推动中国"双碳"目标的实现，让科技与绿色共生。未来，松下将继续以创新驱动发展，以技术赋能生 活。 图：松下举办2025年商 ...

Group 1 - The article discusses the author's long position in the shares of ALFVY and MGA, indicating a positive outlook on these companies [1] - It emphasizes the importance of conducting due diligence and research before making any investment decisions, particularly in high-risk trading styles [2] - The article clarifies that past performance does not guarantee future results, and no specific investment recommendations are provided [3] Group 2 - The author mentions ownership of European/Scandinavian tickers and Canadian stocks, highlighting a personal investment interest in these regions [2] - It notes the potential tax implications for investors in European/Non-US stocks, suggesting consultation with a tax professional [2] - The article indicates that the views expressed may not reflect those of Seeking Alpha as a whole, emphasizing the independent nature of the analysis [3]

Group 1 - The 2025 Suzhou Global Investment Conference will be held from April 26 to 27, showcasing Suzhou's economic vitality, innovation, urban charm, and investment potential [1] - Panasonic has been operating in China for over 40 years, with 64 legal entities and approximately 50,000 employees, contributing 96.5 billion yuan to the group's global business [1] - Suzhou is the region with the most Panasonic enterprises in China, with nine companies involved in various sectors including smart manufacturing and new energy [1] Group 2 - In the past five years, Panasonic has made new investments in 19 business bases in China, including a new electronic materials production base in Suzhou [2] - The company is committed to deepening its presence in China, particularly in areas such as healthcare, new energy, and high-end materials, while supporting China's high-quality economic transformation [2] - A recent survey indicated that 58% of Japanese companies plan to increase or maintain their investments in China, reflecting improved economic outlooks [2] Group 3 - The Osaka World Expo, which opened on April 13, is expected to enhance economic and cultural exchanges between China and Japan, with Panasonic looking forward to the Jiangsu Week event on May 20 [3]

Core Insights - Panasonic Corporation of North America has achieved the Great Place to Work® Certification for the fourth consecutive year, indicating a strong company culture and positive employee experience [1][2][3] - 83% of employees believe Panasonic is a great place to work, which is 26 points higher than the average U.S. company [1][2] - Employees report high levels of inclusion, engagement, and community, with 96% feeling physically safe at work and 90% feeling welcomed upon joining [2][3] Employee Experience - The company emphasizes a culture of trust, innovation, and collective wisdom, as stated by the CEO [2][3] - High perceptions of fairness are reported across various demographics, including sexual orientation (94%), race (92%), and gender (91%) [2][3] - Panasonic's commitment to inclusion and belonging is reflected in employee feedback, reinforcing a supportive workplace environment [3] Recognition and Impact - Great Place to Work Certification is based on real-time employee feedback and is a significant achievement for companies aiming to enhance their workplace culture [3][4] - Job seekers are 4.5 times more likely to find a great boss at a Certified workplace, and employees at these workplaces are 93% more likely to look forward to coming to work [3][4] - Panasonic is recognized as one of the top companies to work for, providing a great workplace environment for its employees [3]

Core Viewpoint - Panasonic is undergoing significant organizational restructuring to enhance profitability and adapt to market changes, with a focus on the Chinese market as a key driver for global success [1][8][19]. Group 1: Business Strategy and Restructuring - Panasonic aims to achieve over 150 billion yen in profit improvement by 2026 and a total of over 300 billion yen by 2028 through comprehensive business reforms [1][8]. - The company will reorganize its home appliance division into three business units, focusing on smart living, air conditioning, and electrical engineering [13][19]. - The restructuring includes a shift from product-centric to solution-oriented offerings, emphasizing integrated living space solutions [10][14]. Group 2: Market Focus and Innovation - The Chinese market is viewed as a critical innovation hub, with Panasonic's China Northeast Asia Company (CNA) positioned to develop competitive products tailored to local needs [6][7]. - Panasonic's strategy includes leveraging local supply chains and technological trends to enhance global competitiveness, encapsulated in the slogans "China for China" and "China for Global" [6][20]. - The company plans to utilize AI and integrated solutions to transform its product offerings, aiming for a 30% sales contribution from AI-related businesses by 2035 [14][18]. Group 3: Competitive Landscape and Customer Engagement - Panasonic recognizes the shift in the Chinese consumer market from incremental growth to a focus on high-quality consumption, necessitating innovative product offerings [17][23]. - The company aims to differentiate itself from local competitors through unique value propositions and technological innovations rather than engaging in price wars [24]. - Panasonic's commitment to quality and reliability remains central to its strategy in maintaining existing customer relationships while attracting new clients [24].