南财智讯11月21日电，方大集团在投资者关系活动中表示，公司BIPV组件转化效率已突破22.8%，赣州 基地年产能达120万平方米。在国家"双碳"战略目标指引下，公司重点发展光伏建筑一体化（BIPV）及 分布式光伏电站业务，已签约深圳市鹭湖中心、广州酷狗音乐大楼幕墙项目，均采用BIPV技术，为公 司可持续高质量发展注入新动能和新的增长极。 ...

Core Viewpoint - The forum focused on the theme of "Innovative Good Building Materials, Quality Good Houses," emphasizing the importance of green building development in meeting housing demands and enhancing living quality in the new era [1][3]. Group 1: Forum Overview - The forum was organized by the Shenzhen Green Building Association and co-organized by Midea Building Technology and Guangdong Tubaine New Materials Co., Ltd., attracting over 200 industry representatives from various cities [3]. - Key figures, including Wang Xiangyu, Secretary-General of the Shenzhen Green Building Association, and Jian Aisen, President of the Association, delivered opening remarks [3]. Group 2: Key Presentations - Guo Zhenwei from the China Urban Science Research Association discussed the development path of green buildings under carbon neutrality goals and shared the latest standards and practices for low-carbon building evaluation [5]. - Ma Shizhe from the German Sustainable Building Council presented on the integration of sustainable building practices with the "Good House" concept, providing international perspectives for the Guangdong-Hong Kong-Macao Greater Bay Area [5]. - Midea's representative, Pan Yu, showcased how their multi-constant system solutions empower buildings to provide healthy, comfortable, and energy-efficient indoor environments [5]. - Sun Xiaobo from Guangdong Tubaine emphasized the importance of quality coatings in enhancing building durability, health, and aesthetics [5]. - Ma Yinfeng from Kaisa Glass Holdings discussed the significance of Building-Integrated Photovoltaics (BIPV) in reducing carbon footprints and traditional energy reliance [5]. Group 3: Collaborative Initiatives - A signing ceremony took place between the China Urban Science Research Association and the Shenzhen Green Building Association, marking their collaboration on low-carbon building certification in Shenzhen and South China [7]. - The "Shenzhen Green Building Industry Applicable Technology and Product Promotion Directory (2025 Edition)" was released, aimed at promoting excellent green building technologies and products [9].

Core Viewpoint - The company is selling its Canadian assets through its wholly-owned subsidiary Hygate Property Corp. for CAD 93.288 million, which is seen as a strategic move to enhance cash flow and focus on core business areas [1][2]. Group 1: Asset Sale Details - The assets being sold include all properties and assets related to Canadian operations, excluding certain excluded assets [1]. - The specific assets include land, personal property, transferable licenses, contracts related to Canadian business, prepaid expenses, commercial names, and accounts receivable from lease and service agreements [1]. Group 2: Strategic Rationale - The board believes that the sale represents a good opportunity to realize value from Canadian assets at a reasonable price, thereby enhancing the company's cash flow [2]. - Proceeds from the sale will strengthen the company's working capital and financial stability, laying a solid foundation for future business development [2]. - The divestment will allow the company to focus on its core business areas, particularly high-end glass curtain walls and Building-Integrated Photovoltaics (BIPV), which is expected to drive business breakthroughs and sustainable growth [2].

Core Insights - The 2024 China Photovoltaic Power Application National Survey Report highlights significant growth in the photovoltaic (PV) industry, with a notable increase in installed capacity and technological advancements [1][2][3] Installation Data - In 2024, China added 277.57 GW of new PV capacity, a 28% increase year-on-year, bringing the total installed capacity to 886 GW [1][28] - Of the new installations, 159.39 GW came from large ground-mounted solar power plants (57%), while distributed solar accounted for 118.18 GW (43%) [1][28] - Commercial installations saw a 68% increase, while residential installations decreased by 32% [1][28] Technological Innovations - China maintains efficiency records for nine types of solar cells, with Longi Green Energy's perovskite/silicon tandem cell achieving a record efficiency of 34.6% [2][24] - The market share of n-type cells has risen to 72.5%, indicating a shift towards this technology [2] - The average price of PV modules is 0.70 CNY/W, with system prices ranging from 2.5 to 3.4 CNY/W [2][39] Policy Framework - The national government has introduced multiple policies to optimize the PV development environment, including measures to enhance renewable energy consumption and improve distribution network construction [2] - The green power certificate market has seen rapid growth, with 4.734 billion certificates issued in 2024, reflecting a significant increase in trading volume [2] Market Competitiveness - The PV power generation market is becoming increasingly competitive, with active participation from local state-owned energy platform companies [2][48] - Financing channels have diversified, with leasing and industrial investment funds providing substantial support for PV projects [2][44][46] Industry Trends - The "PV + Energy Storage" model is gaining traction, with energy storage capacity increasing by 130% year-on-year [3] - The establishment of a state-owned enterprise focused on resource recycling marks the beginning of a recovery industry for PV components [3] Future Outlook - The Chinese PV industry is expected to focus on technological innovation, system integration optimization, and sustainable development to support global energy transition [3]

Core Insights - The 2025 Sustainable Global Leaders Conference is being held in Shanghai from October 16-18, focusing on the transformation in the photovoltaic (PV) industry and the challenges of integrating renewable energy into the grid [1] Group 1: Industry Trends - The photovoltaic industry has reached a new milestone with a total installed capacity of 1700 GW, highlighting the need for better integration of renewable energy into the grid for stability and safety [1] - The industry has experienced several cycles of overcapacity since 2005, with each technology application having a shorter-than-expected benefit period of 3-4 years [6] Group 2: Company Strategy - The company aims to provide affordable green electricity through technological innovation, product iteration, and cost reduction, focusing on vertical integration to lower costs across the supply chain [3][4] - The company has launched a new brand, Jiasheng Photovoltaics, targeting Building-Integrated Photovoltaics (BIPV) as a new application area, which combines energy generation with building materials [3][4] Group 3: Product Development - BIPV products must meet both energy generation and building functionality requirements, with a lifespan that matches or exceeds traditional building materials [4] - The company has developed over 200 applications of its BIPV products globally, aiming to replace traditional building materials with sustainable options [4] Group 4: International Expansion - The company is expanding its overseas presence, particularly in Southeast Asia, the Middle East, and Latin America, by forming a "Light Storage Charge Alliance" to combine domestic supply chain resources for international markets [4][5] - The company’s UniGo brand is positioned to offer comprehensive energy solutions, significantly reducing costs from over $20 to around $6 for diesel replacement in Southeast Asia [5] Group 5: Future Outlook - The company emphasizes the importance of finding new application scenarios and integrating traditional energy sources with renewable energy to optimize electricity usage [6][7] - The concept of virtual power plants and zero-carbon parks is seen as a pathway to achieving sustainable energy goals, leveraging digital and intelligent solutions for better resource management [7]

Core Insights - The 2025 Sustainable Global Leaders Conference is scheduled to take place from October 16 to 18 in Shanghai, focusing on the future of the photovoltaic industry and sustainable energy solutions [1][3] Group 1: Industry Trends - The photovoltaic industry has experienced 4-5 major cycles of overcapacity since 2005, with technology iterations occurring frequently, leading to shorter-than-expected application technology profit periods of 3-4 years [1] - The Chinese government has issued approximately 40 guiding documents in the past year and a half to provide a macro perspective on the transition of the renewable energy sector [3] Group 2: Strategic Directions - The industry should focus on the complementarity of comprehensive energy, recognizing that traditional energy sources can work alongside new energy sources like electricity [3] - New scenarios for growth, such as international expansion and Building-Integrated Photovoltaics (BIPV), should be explored to enhance the industry's adaptability [3] - The approach should prioritize optimizing electricity usage at the demand side rather than solely focusing on supply-side solutions, aiming to provide cost-effective electricity to meet production needs [3]

Core Viewpoint - BOE (京东方) is entering the perovskite solar cell market, showcasing its products at various exhibitions, including a BIPV (Building-Integrated Photovoltaics) wall with a delivery efficiency of 18.6% and a power output of 505W, indicating a strategic shift towards renewable energy solutions [1][2]. Group 1: Company Strategy and Development - The perovskite solar business is a key part of BOE's "1+4+N" development framework, aiming for breakthroughs in efficiency and lifespan of perovskite technology by 2024 [2][4]. - BOE claims to have inherent advantages in perovskite solar technology due to its extensive experience in semiconductor display manufacturing, which can be leveraged in the production of perovskite solar cells [3][4]. - The company is focusing on enhancing the efficiency of its perovskite solar cells, with a goal to challenge world records using experimental lines [4][5]. Group 2: Market Context and Challenges - The display industry is entering a mature phase, with BOE's display device gross margin projected at only 12.76% in 2024, prompting the need for new growth avenues [5][6]. - The perovskite solar technology is seen as a potential complement to traditional silicon solar cells, with its unique advantages such as high conversion efficiency and low cost, particularly in low-light conditions [2][6]. - The industry is witnessing a shift towards perovskite technology, with significant investments and developments from various companies, indicating a competitive landscape that may disrupt traditional solar markets [7]. Group 3: Technical Insights - Perovskite solar cells are categorized into several types, with single-junction perovskite cells being the simplest and most flexible, yet facing challenges like stability and efficiency limitations [6]. - The complexity of manufacturing multi-junction perovskite cells, especially those combined with silicon, presents significant technical hurdles but is viewed as the future of solar efficiency [6][7]. - The entry of display manufacturers like BOE into the solar market is expected to create competitive pressure on traditional solar companies, particularly in the BIPV and electric vehicle sectors [7].

Core Insights - The conference focused on the integration of building and energy sectors, aiming to promote green and intelligent transformation in the construction industry [1][2] - Key features of smart low-carbon buildings include energy automation, digital management, human-centered experience, and ecological systems [1] - The development of smart low-carbon buildings is essential for achieving national carbon neutrality goals and enhancing living standards [3][4] Policy and Trends - The government emphasizes the need for safety, comfort, greenness, and intelligence in housing construction, with safety being the top priority [2][6] - The Ministry of Housing and Urban-Rural Development is working on improving incentive policies, establishing a comprehensive standard system, and focusing on key technology research [2][6] - Local practices and case studies are being shared to make national strategies more tangible and applicable [6] Technological Innovations - The integration of various energy systems is highlighted, including transportation, electricity, and industrial sectors, forming a cohesive smart energy network [2][3] - The potential of electric vehicles as distributed energy storage resources and the role of hydrogen in achieving zero-carbon energy systems are discussed [3] - Innovations in low-rise residential models, such as the "Smart0" courtyard housing, demonstrate significant cost and time savings while enhancing living conditions [4] Industry Collaboration - The conference served as a platform for industry leaders to share successful practices and explore collaborative opportunities [1][4] - Experts emphasized the importance of collaboration among government, enterprises, and research institutions to overcome industry challenges [5][6] - The need for standardization, technology integration, and cognitive upgrades is identified as crucial for the high-quality development of the smart low-carbon building sector [5]

Core Viewpoint - Yaoling Times is a representative enterprise in the Linyi new energy industry chain, actively practicing green development and continuously innovating in scientific technology [1][2] Group 1: Company Overview - Yaoling Times has established multiple wholly-owned subsidiaries, focusing on new green building materials, high-transparency screens, high-end display panel glass, new automotive glass, and new photovoltaic components [1] - The company has built a substantial technology library with 101 patents, many of which possess global competitive advantages [1] Group 2: Technological Innovations - The company emphasizes the research and development of high-tech new materials, achieving a light transmittance of 99.16% and a reflection rate below 2% for high-transparency low-reflection glass, applicable in various industries [1] - Yaoling Times possesses globally leading optical coating technology and has developed OGE color film sputtering equipment, achieving 99% high transmittance and enhanced durability, laying the foundation for future large-scale commercialization [1] Group 3: Business Strategy - The first batch of new materials has been successfully applied in new green power generation building materials, forming a business system that integrates research, production, and sales of solar photovoltaic, energy storage, and hydrogen battery products [2] - The company focuses on the core technology of Building-Integrated Photovoltaics (BIPV) to support national and global carbon neutrality development [2] - The chairman believes that companies with technological penetration and global industry incubation capabilities will dominate industry value reassessment and have broader development space in the future [2]

Group 1 - The 2025 China International Fair for Trade in Services (CIFTIS) commenced in Beijing with the theme "Global Services, Mutual Benefit and Shared Development" [1] - BOE Technology Group showcased over ten globally launched perovskite photovoltaic products and various integrated energy solutions [1] - The "Zero Carbon House" was presented as a demonstration project for the comprehensive application of perovskite BIPV technology, integrating various perovskite components seamlessly into building structures [1] Group 2 - BOE exhibited the "NEW π Multimedia Charging Pile," which innovatively combines energy and media to redefine urban charging scenarios [2] - The charging pile features a flexible charging solution with a maximum output power of 250KW, emphasizing sustainable energy supply [2] - It includes two 55-inch high-definition screens and a 10.1-inch touchscreen, merging charging with outdoor digital advertising and interactive entertainment [2]