12月5日，全球科技大佬马斯克在社交平台发表对核聚变的看法，抨击很猛烈，认为"建造小型核聚变反应堆是愚蠢行为"，是巨大的浪费，是自娱自乐的科 研项目。 马斯克的观点是，太阳是一个巨大的核聚变反应堆，取之不尽用之不竭，而且是免费，在地球上复制一个小型的核聚变反应堆，不仅成本巨大，而且效率低 下。 在马斯克看来，建造小型核聚变反应堆，从成本角度来看，远高于直接利于太阳能。另外，放射性的废料处理也是难题。 那么，马斯克为何要唱衰核聚变？其一，核聚变距离商业化时间较长，大概还要等二十三年时间。核聚变的商业化论证，还需要时间。马斯克主张聚焦成熟 的方案及技术。 其二，马斯克走的是另一条路径，他提出了"太阳能AI卫星计划"，通过天空光伏直接供电，这种模式不占用土地，而且还能避免电能损耗。并且，在太空 中，太阳能不受天气的影响。他认为，这种模式是最经济的、最高效的能源利用模式，同时也更清洁。 核聚变被认为是"终极能源"，也被认为是一个新的投资蓝海。数据显示，目前全球在核聚变领域的投入，每年都以数倍在增长。而国内相关概念企业，最近 两年股价大涨，今年尤为明显。 然而，在核聚变投资高速增长的今天，马斯克反其道行之，他主张聚焦光 ...

Core Insights - The 2025 8th China International Photovoltaic and Energy Storage Industry Conference was held from November 17 to 20 in Chengdu, showcasing the theme "Photovoltaics and Energy Storage Shine Together, Integration Empowers, Intelligent Innovation for the Future" [1] - The conference attracted over 5,000 participating and exhibiting companies, with a total project signing amount exceeding 33 billion yuan, marking a historic high in various metrics [1][2] Group 1 - The conference maintained high standards and specifications, featuring a record number of important leaders, global business leaders, and authoritative experts [1] - The event included 45 sessions over four days, comprising main meetings, parallel sessions, and evening events [1] - The conference launched the "Chengdu Declaration" aimed at breaking "involutionary competition" and strengthening global energy security [1] Group 2 - Since its inception in 2018, the China International Photovoltaic and Energy Storage Industry Conference has become one of the top three international events in the photovoltaic and energy storage sector globally [2] - The conference's influence and project-driving capabilities have continuously strengthened, establishing it as a key player alongside the Shanghai SNEC Photovoltaic Conference and the Munich Solar PV Exhibition [2]

Group 1 - The news highlights the upcoming events and meetings related to financial and economic policies, including the Australian Federal Reserve and the Bank of Japan's monetary policy meetings [4][8][15] - The 2025 International Financial Leaders Investment Summit is mentioned, indicating a focus on global investment opportunities and discussions [7] - The 2025 China International Import Expo is noted, which may impact trade and investment dynamics in the region [9][12] Group 2 - The domestic refined oil market is approaching a price adjustment window, suggesting potential changes in fuel prices that could affect various industries [14] - The inclusion of HPV vaccines in the national immunization program indicates a focus on public health initiatives that may influence healthcare investments [9] - The 2025 China Robot Industry Development Conference is set to take place, which could highlight advancements in technology and automation relevant to various sectors [10]

Core Viewpoint - The company, Sungrow Power Supply Co., Ltd., has submitted an application for listing on the Hong Kong Stock Exchange to enhance its global strategy and brand image while diversifying its financing channels [1] Group 1: Company Actions - The company announced on August 25 its intention to issue H-shares and apply for listing on the Hong Kong Stock Exchange to deepen its global strategy [1] - A resolution regarding the issuance of H-shares was approved at the company's shareholder meeting on September 30 [1] - The company plans to use the funds raised from the H-share issuance for R&D, including the development of new photovoltaic and energy storage products, building overseas production bases, and enhancing digitalization [1] Group 2: Market Performance - Sungrow Power has been one of the few companies in the photovoltaic industry to achieve growth amid challenging market conditions, with significant contributions from its photovoltaic inverters, energy storage business, and new energy investment [1] - The company's stock price has seen a remarkable increase, with a cumulative rise of over 62% in September, leading to a total market capitalization exceeding 330 billion yuan [1]