Core Viewpoint - Suzhou Yubang New Materials Co., Ltd. is actively engaging with institutional investors to discuss the impact of fluctuations in non-ferrous metal prices and the adjustment of export tax policies for photovoltaic products [1][3]. Group 1: Investor Relations Activity - The investor relations activity was categorized as a specific object survey, held on January 13, 2026, from 16:30 to 17:30 in the company's conference room [2]. - Participating institutions included Guofu Life, Bosera Fund, and Guolian Minsheng Securities, with representatives from these institutions present [2]. - Company representatives included the director, deputy general manager, and board secretary, who addressed relevant questions [2]. Group 2: Non-Ferrous Metal Price Fluctuations - The company has established a dedicated team to continuously monitor and analyze market dynamics related to the price fluctuations of copper and tin [3]. - The company aims to proactively respond to potential risks and mitigate the impact of price volatility on its production and operations [3]. Group 3: Impact of Export Tax Policy Adjustment - The company believes that the cancellation of the export tax rebate policy for photovoltaic products will accelerate the transformation and upgrading of the solar industry in the long term [3]. - This policy adjustment is expected to eliminate outdated production capacity and promote a healthier and more sustainable industry development [3]. - The adjustment may guide companies to focus on technological innovation and cost control, thereby enhancing overall industry competitiveness [3].

他也谈到，供给侧方面，光伏产业转型升级的任务依然艰巨，内卷式竞争对行业整体利润的侵蚀，对技 术创新空间的挤压影响依然存在，部分关键环节的核心技术护城河仍需加深；需求方面，光伏大规模高 比例接入，对高效消纳挑战日益突出，1-10月全国光伏的发电利用率仅为94.9%，同比下滑了2.2个百分 点，电力系统的消纳压力非常大。（刘丽丽） 他也谈到，供给侧方面，光伏产业转型升级的任务依然艰巨，内卷式竞争对行业整体利润的侵蚀，对技 术创新空间的挤压影响依然存在，部分关键环节的核心技术护城河仍需加深；需求方面，光伏大规模高 比例接入，对高效消纳挑战日益突出，1-10月全国光伏的发电利用率仅为94.9%，同比下滑了2.2个百分 点，电力系统的消纳压力非常大。（刘丽丽） 责任编辑：何俊熹 责任编辑：何俊熹 12月18日消息，在今天举行的2025光伏行业年度大会上，国家能源局新能源和可再生能源司副司长桂小 阳表示，2025年对于光伏行业来说是极不平凡的一年，光伏行业整治内卷式竞争持续高位推进，举措立 即落地，产业链各环节的价格企稳回暖，竞争秩序逐步修复，新能源全面参与电力市场绿电直连，促进 新能源集成融合发展和消纳调控等政策也相继 ...