以下文章来源于风光储知识分享库 ，作者强哥 风光储知识分享库 . 结合博主十几年行业经验，非大家分享风电，光伏，储能，充电桩等知识，资讯等，技术交流！ 2025年6月10日，SNEC开幕式上，曾经的常客——隆基的钟宝申、李振国，通威的刘汉元，以及晶科、晶澳等一线大佬皆未现身。真正出席的仅有 协鑫的朱共山和天合的高纪凡。正如主持人李俊峰调侃的那句："今天的阵容不够整齐啊。"三一硅能的代晴华更直言："今天真正的老大没来。" 不仅如此，展馆内空位显眼，甚至连黄金广告位都无人问津。一位资深从业者感慨："与其说是狂欢，不如说是壮声威。"一些企业在极力撑场面， 试图通过奢华布展制造"我还行"的行业假象。 而此时，许多行业巨头早已陷入巨额亏损的泥潭：TCL中环2024年亏损近百亿元，2025年Q1继续领跌光伏亏损榜；隆基、晶澳、晶科、通威等：在 2025年一季度财报中均显示出利润断崖式下跌，部分企业现金流为负；组件价格持续下探至0.62元/W，已跌破成本红线，现金成本普遍倒挂。 | | | 18家光伏企业2025年1季度业绩情况 | | | | | --- | --- | --- | --- | --- | --- | | ...

6月10日的上海，小到中雨，天气略显潮湿闷热，而这像极了正经历低谷的光伏行业。 当天上午，展览开幕前夕，2025SNEC国际光伏与储能大会率先登场。记者注意到，相比往年会场内外的水泄不通，今年参会人可以很自由地穿行，排队领 取参会证件的时间也大大缩短。 "可能是因为雨天吧，大家还没来得及赶过来。"不过，也有企业人士向记者表示，行业面临的窘境确实影响了参会热情，事实上，SNEC大会历来也是行业 大佬齐聚的舞台，但今年，多位行业大佬并未现身。 正如协鑫集团董事长朱共山所说，过去的一年，光伏产业在剧烈的阵痛中系统性重塑，"大变革"与"大洗牌"并存，淘汰与新生同在，深度分化与动态整合同 时上演。 记者了解到，部分往年参展的厂商今年将不设置展台，但同时，头部厂商普遍还撑着一口气，努力在这个国内最大的光伏"秀场"展示肌肉。"今年展会人气 应该还可以，谁都希望展示自己在行业寒冬是耐熬的，即便有些厂商不再设置展位，业务人员还是会参加并与客户交流。"一位行业人士在与记者交流时说 道。 行业整合已有眉目 在去年的大会上，朱共山曾提出，光伏行业正在经历的，不是以往三五年一轮的周期性迭代，而是光伏大变局时代来临之前的一场预演。 在朱 ...

Core Viewpoint - The photovoltaic silver paste industry consolidation plan has resurfaced after four years, with Dike Co., Ltd. announcing a cash acquisition of 60% of Zhejiang Sote Materials Technology Co., Ltd. for 696 million yuan [1][2]. Group 1: Acquisition Details - Dike Co., Ltd. plans to acquire 60% of Zhejiang Sote for 696 million yuan, which is lower than the previous offer of 1.247 billion yuan for 100% ownership [5]. - The acquisition will be conducted entirely in cash, contrasting with the previous plan that involved issuing shares, thereby reducing uncertainties related to the acquisition process [6]. - The actual controller of Dike Co., Ltd. has made a profit commitment, ensuring that the target company achieves a cumulative audited net profit of no less than 287 million yuan over the next three years [6]. Group 2: Industry Context - The conductive silver paste is widely used in semiconductor manufacturing, particularly in photovoltaic and automotive sectors [2]. - Prior to 2017, the global conductive silver paste market was dominated by international chemical giants like DuPont and Heraeus, but domestic companies, including Dike Co., have gradually gained market share since then [2]. - The demand for silver paste has increased significantly due to the rising penetration of N-type batteries in the photovoltaic sector, creating a larger market opportunity for silver paste manufacturers [2]. Group 3: Solamet's Role - Solamet, a pioneer in the electronic paste industry, has been instrumental in the industrialization and technological upgrades of various high-efficiency battery technologies since its inception in 1983 [3]. - The company has maintained its R&D capabilities post-DuPont, achieving significant innovations such as the LECO solution for laser carrier injection metallization and developing low-solid content high-efficiency TOPCon back silver products [3]. - Solamet is currently focused on the R&D and mass production of conductive pastes for next-generation photovoltaic cells, including BC, HJT, and perovskite tandem cells, establishing a technological lead in these areas [3]. Group 4: Client Relationships - Solamet's major clients include well-known manufacturers such as JinkoSolar, LONGi Green Energy, JA Solar, and Hanwha Q CELLS, indicating its strong position in the market [4].