Group 1 - The State Intellectual Property Office of China has granted a patent for a photovoltaic tile installation structure and photovoltaic tile to multiple companies under the Aisxu brand, with the patent application date being September 2024 [1] - The patent includes a design that enhances the reliability of connections between components, making installation more efficient [1] Group 2 - Zhuhai Fushan Aisxu Solar Technology Co., Ltd. was established in 2021, has a registered capital of 450 million RMB, and has participated in 97 bidding projects with 974 patent records [2] - Guangdong Aisxu Technology Co., Ltd. was founded in 2009, has a registered capital of approximately 282.35 million RMB, and has 1 external investment, 8 bidding projects, and 1704 patent records [2] - Zhejiang Aisxu Solar Technology Co., Ltd. was established in 2016, has a registered capital of approximately 569.19 million RMB, and has invested in 11 companies, participated in 122 bidding projects, and holds 1808 patents [2] - Tianjin Aisxu Solar Technology Co., Ltd. was founded in 2018, has a registered capital of 130 million RMB, and has participated in 22 bidding projects with 1135 patent records [3] - Shandong Aisxu Solar Technology Co., Ltd. was established in 2023, has a registered capital of 450 million RMB, and has participated in 21 bidding projects with 112 patent records [3] - Chuzhou Aisxu Solar Technology Co., Ltd. was founded in 2024, has a registered capital of 50 million RMB, and has participated in 2 bidding projects with 129 patent records [3]

Group 1 - The State Intellectual Property Office of China has granted a patent to Tongwei New Energy Engineering Design Sichuan Co., Ltd. and Tongwei New Energy Co., Ltd. for a device related to the intelligent installation of flexible support photovoltaic components [1] - The patent, titled "Intelligent Installation Steel Strand Connection and Retracting Device for Flexible Support Photovoltaic Components," was applied for on February 2024 and has the announcement number CN223013039U [1] - The device aims to improve construction efficiency by enabling the simultaneous pulling of steel strands and retracting ropes during the installation of photovoltaic panels, facilitating large-span continuous construction [1] Group 2 - Tongwei New Energy Engineering Design Sichuan Co., Ltd. was established in 2015, located in Chengdu, with a registered capital of 100 million RMB [2] - The company has participated in three bidding projects and holds 78 patent records, along with six administrative licenses [2] - Tongwei New Energy Co., Ltd. was founded in 2014, also in Chengdu, with a registered capital of 1.2 billion RMB [2] - This company has invested in 117 enterprises, participated in 15 bidding projects, and holds 72 patents and six trademark records, along with eight administrative licenses [2]

Core Insights - Longi Green Energy announced two significant technological breakthroughs at the 2025 SNEC International Solar Energy and Smart Energy Conference, showcasing advancements in solar cell efficiency [1] Group 1: Technological Achievements - Longi Green Energy's self-developed large-area (260.9 cm) silicon-perovskite tandem solar cell achieved a conversion efficiency of 33%, setting a new global record for large-area tandem cell efficiency [1] - The efficiency of Longi Green Energy's BC solar cell module surpassed 26%, indicating a strong performance in the solar technology sector [1] Group 2: Industry Recognition - Both technological achievements have been included in the 66th edition of the "Solar Cell Efficiency Table," highlighting China's leading position in photovoltaic technology on a global scale [1]

2025 年 06 月 11 日 工业硅：关注市场情绪变动，盘面偏震荡 多晶硅：关注 SNEC 会议信息，盘面推荐空配 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Si2507收盘价（元/吨） | 7,415 | -60 | 345 | -900 | | | | | Si2507成交量（手） | 440,221 | -99,773 | 54,666 | 43,363 | | | | | Si2507持仓量（手） | 155,627 | -22,036 | -44,566 | -25,484 | | | 工业硅、多晶硅期货市场 | | PS2507收盘价（元/吨） | 34,105 | -635 | -1,495 | - | | | | | PS2507成交量（手） | 123,726 | -10,717 | -26,849 | - | | ...

Core Viewpoint - The article highlights the recent patent granted to multiple subsidiaries of Aisxu Solar Technology, focusing on advancements in solar cell technology that enhance efficiency and reliability while reducing thermal risks [1]. Group 1: Patent Information - A patent titled "Solar Cells, Photovoltaic Modules, and Photovoltaic Systems" was granted to several companies under Aisxu Solar Technology, with the application date being July 2024 [1]. - The patent describes a technology involving a silicon substrate with doped layers that improve the performance of solar cells by allowing suitable leakage currents while maintaining conversion efficiency [1]. Group 2: Company Profiles - Zhejiang Aisxu Solar Technology Co., Ltd. was established in 2016, located in Jinhua, with a registered capital of approximately 569.19 million RMB. The company has invested in 9 enterprises and holds 1791 patents [2]. - Zhuhai Fushan Aisxu Solar Technology Co., Ltd. was founded in 2021 in Zhuhai, with a registered capital of 450 million RMB. It has participated in 84 bidding projects and holds 956 patents [2]. - Chuzhou Aisxu Solar Technology Co., Ltd. was established in 2024 in Chuzhou, with a registered capital of 50 million RMB. It has participated in 2 bidding projects and holds 120 patents [2]. - Shenzhen Aisxu Digital Energy Technology Co., Ltd. was founded in 2022 in Shenzhen, with a registered capital of 65 million RMB. It has invested in 2 companies and holds 423 patents [3]. - Tianjin Aisxu Solar Technology Co., Ltd. was established in 2018 in Tianjin, with a registered capital of 130 million RMB. It has participated in 22 bidding projects and holds 1118 patents [3]. - Guangdong Aisxu Technology Co., Ltd. was founded in 2009 in Foshan, with a registered capital of approximately 282.35 million RMB. It has invested in 1 company and holds 1691 patents [3].

Core Points - The stock price of Yubang New Materials (301266) decreased by 3.19% to 30.93 yuan as of May 23, 2025, with a market capitalization of 3.399 billion yuan [1] - The company is focusing on expanding its overseas market and enhancing global customer service capabilities in 2025 [2] - The company has a leading position in the multi-layer composite welding strip technology, set to launch the product in 2024 [5] - The conversion price of Yubang convertible bonds has been adjusted from 36.94 yuan to 36.84 yuan, effective from May 30, 2025 [3][5] Market Performance - As of May 23, 2025, Yubang New Materials' stock closed at 30.93 yuan, down from 31.95 yuan the previous week, with a weekly high of 32.65 yuan and a low of 30.93 yuan [1] - The company's total market value is ranked 53rd out of 63 in the photovoltaic equipment sector and 3845th out of 5148 in the A-share market [1] Product and Technology - The company has over 80% of its production capacity dedicated to interconnection strips, with flexible production lines capable of producing various types of welding strips [1] - The multi-layer composite welding strip has a higher technical threshold, and the company possesses advanced technology and a high market share in this product category [1][5] Strategic Initiatives - In 2025, the company aims to actively explore overseas high-quality customers and maintain close technical exchanges and product development services with downstream clients [2]

Core Viewpoint - The recent share transfer by Suzhou Maituo, a major shareholder of Maiwei Co., Ltd., highlights the company's struggles with weak performance growth and deteriorating cash flow amid a challenging photovoltaic industry environment [1][3]. Financial Performance - In 2024, Maiwei Co., Ltd. achieved revenue of 9.83 billion yuan, a year-on-year increase of 21.53%, while the net profit attributable to shareholders was 926 million yuan, up 1.31% [3][4]. - The first quarter of 2025 saw revenue of 2.23 billion yuan, a slight increase of 0.47%, but net profit dropped by 37.69% to 162 million yuan [3][4]. - The company reported a significant decline in operating cash flow, with a net cash flow of 56.13 million yuan in 2024, down 92.57% year-on-year, and a loss of 352 million yuan in Q1 2025, a staggering drop of 5227.89% [4][5]. Asset Management - Maiwei Co., Ltd. faced high levels of inventory and accounts receivable, with accounts receivable amounting to 3.95 billion yuan, representing 40% of revenue, and inventory valued at 8.92 billion yuan, accounting for 37.43% of total assets [5][8]. - The company made substantial asset impairment provisions in 2024, totaling 524 million yuan, primarily for accounts receivable and inventory [6][7]. Strategic Challenges - The company is experiencing strategic challenges as it invests heavily in next-generation photovoltaic technologies and semiconductor businesses, which are currently in a cash-burning phase with minimal revenue contribution [1][3][9]. - Maiwei Co., Ltd. is focusing on HJT technology but faces competition from the more established TOPCon technology, which has captured a significant market share [9][10]. New Business Development - The revenue contribution from new business areas, including semiconductor and display equipment, remains low, accounting for only 0.68% of total revenue in 2024, despite an 88.41% year-on-year increase [11]. - The company is actively expanding its overseas market presence and increasing its investment in semiconductor and display equipment, with R&D spending in these areas exceeding 40% of total R&D expenditure [10][11].

金融界2025年5月3日消息，国家知识产权局信息显示，隆基绿能科技股份有限公司申请一项名为"一种 背接触电池及其制造方法"的专利，公开号CN119907354A，申请日期为2023年10月。 专利摘要显示，本发明公开了一种背接触电池及其制造方法，涉及光伏技术领域，以防止背接触电池中 导电类型相反的掺杂半导体层之间产生漏电。所述背接触电池包括半导体基底、第一掺杂半导体层、本 征半导体层、第二掺杂半导体层和绝缘掩膜层。第一掺杂半导体层位于第一区域上的部分为第一掺杂 部，其余部分为第二掺杂部。第二掺杂部小于第一掺杂部内杂质的掺杂浓度。本征半导体层形成在隔离 区域的第二掺杂部之外的部分上、且与第一掺杂半导体层一体成型。第二掺杂半导体层覆盖在第二区 域、至少部分本征半导体层和至少部分第二掺杂部上。第二掺杂半导体层和第一掺杂半导体层的导电类 型相反，第二掺杂半导体层和第一掺杂半导体层中的至少一者为掺杂晶硅层。 天眼查资料显示，隆基绿能科技股份有限公司，成立于2000年，位于西安市，是一家以从事批发业为主 的企业。企业注册资本757804.4598万人民币。通过天眼查大数据分析，隆基绿能科技股份有限公司共 对外投资了34家 ...

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