每日经济新闻 （责任编辑：张晓波 ） 2025年9月24日，A股三大指数集体低开，新能源板块走强，创业板新能源ETF华夏（159368）上涨 1.12%，持仓股阳光电源涨超4%，迈为股份、先导智能涨超2%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 据上海有色网消息，9月23日，多晶硅N型复投料报价50.3元/千克至55元/千克，多晶硅价格指数 52.44元/千克，多晶硅成交价格重心小幅上移，目前市场成交较为两级分化，52元及以下资源受欢迎程 度较高，部分拉晶企业一货难求，53元及以上普遍为大厂报价，下游大批量采购接受度有限。9月多晶 硅厂增减产互现，整体看预计小幅下滑。10月随着逐渐进入枯水期，多晶硅四川地区有一定减产预期， 预计产量将下行。 中原证券指出，多晶硅行业进入去产能周期，光伏行业反内卷治理将从行业自律进入具体措施落地 阶段，围绕产品销售价格、企业并购整合等措施有望相继实施。目前国内多晶 ...

Core Viewpoint - Shanghai Aiko Solar Energy Co., Ltd. (Aiko) reported significant growth in revenue and a turnaround in profitability during the first half of 2025, driven by strong demand for its N-type ABC components and a strategic focus on high-value markets [3][5][8]. Financial Performance - The company's operating revenue for the first half of 2025 reached approximately 8.45 billion RMB, a 63.63% increase compared to the same period last year [3]. - The net profit attributable to shareholders was approximately -237.56 million RMB, showing a significant improvement from -1.74 billion RMB in the previous year [3]. - The company achieved a net cash flow from operating activities of approximately 1.85 billion RMB, a substantial recovery from -3.29 billion RMB in the same period last year [3]. Industry Context - The Chinese photovoltaic (PV) market saw a robust increase in installed capacity, with a 107% year-on-year growth in new installations, totaling 212.21 GW in the first half of 2025 [5][6]. - Global PV installations are expected to reach 655 GW in 2025, maintaining a double-digit growth rate compared to 2024 [6]. - The industry is undergoing a transformation with government initiatives aimed at reducing price competition and promoting product quality, which is expected to lead to a healthier market environment [7]. Product and Technology Development - Aiko's N-type ABC components achieved a shipment volume of 8.57 GW, representing over 400% growth year-on-year, highlighting the product's strong market acceptance [8][10]. - The company has positioned itself as a leader in technology innovation, with its N-type ABC technology achieving a conversion efficiency of 24.4%, the highest in the commercialized production category [12][18]. - Aiko's ABC components are designed to meet high-value market demands, with features such as enhanced aesthetics, high power output, and improved safety, contributing to a competitive edge in the market [11][13]. Strategic Initiatives - The company is actively expanding its presence in high-value overseas markets, with over 40% of its component sales in the second quarter of 2025 coming from international customers [13]. - Aiko has established strategic partnerships to promote the application of its technologies in various sectors, including agriculture and construction, further diversifying its market reach [14][15]. - The company is committed to continuous innovation and has invested significantly in R&D, resulting in numerous patents and advancements in solar technology [16][17].