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 ...

行行有说道，又上新了。 这一期聚焦的行业，有些特别。在这个行业，中国占据了全球80%以上的产能，却依然出现了龙头企业都 很难赚钱的局面。曾几何时，这个行业造就了多位首富，可短短几年又黯然退出。 它，就是光伏行业。 在我国光伏发展的短短几十年历史中，行业经历了三起三落，几乎每次都在生死边缘挣扎，最终从技术追 随者蜕变成规则制定者，书写了新能源史上震撼人心的崛起篇章。然而，这场新能源的竞争并未结束。 想要更深入理解行业的现状，我们不妨退一步，从产业链全貌及行业演进逻辑入手，重新理解和审视行业 的发展以及能源权利的争夺。本期《行行有说道》从光伏技术原理拆解出发，带你一步步走入光伏的产业 链生态，更直观地感受行业技术的发展与颠覆。本期视频主要聚焦以下话题： 光电效应如何成就光伏基石？ 硅为何是光伏材料的"天选之子"？ 单晶硅如何取代多晶硅技术？ 中国如何打破欧美30年硅料垄断？ 不同型号电池间如何更替？ 辅材战场如何影响行业利润？ 中国光伏如何穿越生死劫？ 2025年，光伏是否还是一门好生意...... 在这个"卷到极致"，产能过剩的行业里，还有隐藏着怎样的产业暗涌与投资逻辑？如果您有兴趣深入了 解，欢迎点击下方视频 ...

显然，电池片受阳光照射的面积越大，能转换的电能就越多，但焊接在上面的导丝却挡住了一部分阳光。我们为什么不把导丝全部焊 接在背面，使正面完全受光呢？早在30年前就有人提出这种"背接触式光伏电池板"（或称"BC光伏电池板"）方案，但工艺实在太难了。 光伏电池片比纸还薄，又软又脆。如果把银丝全部焊接在电池片背后，电池片就会受力弯曲，甚至断裂。同时，一条光伏板上有上万 个2毫米宽的焊点，即便是最有经验的焊工也焊不了这么多精密焊点。受方案限制，光伏电池技术发展已经越来越接近极限，能把光电转 化效率提升0.1%都是技术上的大突破。 中步擎天新能源（湖北）有限公司负责人钟伟展示连接好的光伏电池片 眼前这台设备，有比人手更精密的机械臂，比人脑更准确的控制中心。把电池片和导丝放进送料口，它们跟着传送带一节节向前，送 入焊接环节。火光一闪，上万个焊点在1秒多的时间里同时完成焊接，电池片均匀受力，就不会弯曲或破碎。用手用力拨动导丝，导丝纹 丝不动，一条背接触式光伏电池板就像走了一遍"缝纫机""缝"好了、"缝"稳了。 屋顶和路灯上一块块光伏板，是用一根根细如发丝的银线导丝，连接一块块手掌大小的光伏电池片而成。 银线易断，电池片极脆， ...