东方日升相关人士称，未来将进一步强化在储能领域的产品布局与区域市场渗透，持续优化以iCon系列 为代表的产品矩阵，稳步拓展储能市场，推动绿色能源体系的扎实落地与持续演进。 本报讯 （记者吴奕萱）12月29日，东方日升（300118）新能源股份有限公司（以下简称"东方日升"） 通过微信公众号发布消息，近日与多家区域能源企业达成战略合作，单批签约总容量突破130MWh，合 作覆盖安徽、河南、江苏等重点市场，标志着东方日升储能业务正以产品力为核心，在全国范围内加快 构建多层次、区域化的合作生态，为光储融合与多元化场景落地提供系统性支撑。 据悉，东方日升凭借在新能源领域20年锂电技术积累与8年系统集成经验，成为市场信任的可靠合作伙 伴。公司推出的iCon工商业液冷储能一体机，具备安全高效、安装灵活、智能管理等优势，目前已成功 应用于海内外多个项目，持续为工商企业提供稳定、高效的绿色电力解决方案。 ...

行情回顾及主要观点： 上周A股市场整体呈现上涨趋势，主要指数普遍反弹：沪深300涨1.95%，中证500涨4.03%，中证1000涨 3.76%，创业板50涨4.07%，科创50涨2.84%。交易面，A股市场上周日均成交额在1.97万亿左右，市场 投资热情回升。市场热点在光模块、机器人、商业航天、锂电池、液冷服务器、半导体设备、有色· 钨、PCB概念、芯片产业链等快速轮动，其中商业航天和机器人概念持续活跃。建议把握政策驱动与景 气回升方向，重点关注科技成长与高端制造轮动机会，如年内涨幅达59.86%的创业板50指数。（数据 来源：Wind，截至2025.12.26） 创业板为主要"三创（创新、创造、创意）四新（新技术、新产业、新业态、新模式）"的成长型创新创 业企业提供直接融资平台。权重行业方面，创业板50指数聚焦信息技术+新能源+金融科技+医药四大新 质生产力赛道，科技成长属性纯粹。 图：创业板50指数四大赛道 数据来源：Wind，华安基金，截至2025-12-26 上周新能源光伏板块涨幅靠前。产业链价格企稳：硅料、电池、玻璃价格持稳，组件与硅片小幅下调。 储能行业高速增长，国内电力市场化改革深化支撑长期需 ...

Core Viewpoint - The article discusses the significant changes in the distributed photovoltaic (PV) market in Shandong, China, particularly the decision to exclude non-natural person household distributed PV projects from the mechanism price bidding starting in 2027, which may lead to substantial market impacts [1][2]. Group 1: Market Dynamics - From 2020 to 2023, the share of newly installed household PV capacity has consistently exceeded 20%, establishing a three-way market division among household, commercial, and centralized PV sectors [1]. - As of September 2023, Shandong has a cumulative installed PV capacity of 91.728 million kilowatts, maintaining its position as the leading province in China for over seven years, with distributed PV accounting for 59.78 million kilowatts [1]. - The mechanism price bidding for renewable energy projects is being promoted across provinces, with Shandong taking the lead in policy changes [1][2]. Group 2: Policy Implications - The exclusion of non-natural person household distributed PV projects from the mechanism price bidding is seen as a response to the influx of capital that deviates from the original intent of distributed PV, which is to promote local consumption [2]. - The current mechanism price system is viewed as a transitional policy, with the future direction aimed at a unified national electricity market that emphasizes the core attributes of electricity generation [2][4]. Group 3: Future Opportunities - The article suggests that rather than avoiding the Shandong market, stakeholders should leverage it as a "testing ground" to explore viable market-oriented business models, such as energy storage integration and virtual power plants [3]. - The recent changes in time-of-use pricing policies are expected to create challenges for distributed PV while benefiting commercial energy storage, indicating a shift in market dynamics [3][4]. - The cancellation of time-of-use pricing does not imply a uniform electricity price but rather a market-driven price formation, which will necessitate a restructuring of energy storage business models [4].

记者丨曹恩惠 编辑丨张伟贤 阿特斯创始人、董事长瞿晓铧最新一条视频号的动态，是一段读书感悟。 他选择的书籍是《永恒的边缘（Edge of Eternity）》，并对一对教师情侣试图翻越柏林墙的经历颇为感慨——女友成功抵达，男友的绳索却被警察一枪打断 并从高空坠落，脊椎骨折，终身瘫痪。后者的遭遇让瞿晓铧感同身受。2019年，他正是在出差期间意外车祸导致受伤。 图源：瞿晓铧阿特斯视频号 经此一遭，光伏行业多了一位"斗士"：一方面，瞿晓铧积极复健，努力回归大众视野；另一方面，在他的带领下，阿特斯终于在2023年登陆A股市场，并且 在本轮周期中成为为数不多没有亏损的光伏企业。 战略调整 瞿晓铧祖籍江苏常熟，1986年毕业于清华大学物理系，后赴加拿大留学，斩获硕士、博士学位。2001年回国创业，在苏州创办了阿特斯阳光电力集团。 2023年6月9日，瞿晓铧坐着轮椅参加了阿特斯的敲钟仪式。他的声望迎来了一个峰值，"钢铁侠"的形象深入人心。 然而，火热的储能赛道越来越拥挤，行业供需关系与地缘政治带来的挑战仍未减弱，瞿晓铧和阿特斯的战斗还要继续。 图源：阿特斯阳光电力官方微博 因为多次表态"不做老大"，瞿晓铧带领下的阿特斯以经 ...

记者丨曹恩惠 编辑丨张伟贤 阿特斯创始人、董事长瞿晓铧最新一条视频号的动态，是一段读书感悟。 图源：阿特斯阳光电力官方微博 他选择的书籍是《永恒的边缘（Edge of Eternity）》，并对一对教师情侣试图翻越柏林墙的经 历颇为感慨——女友成功抵达，男友的绳索却被警察一枪打断并从高空坠落，脊椎骨折，终身 瘫痪。后者的遭遇让瞿晓铧感同身受。2019年，他正是在出差期间意外车祸导致受伤。 图源： 瞿晓铧 阿特斯视频号 经此一遭，光伏行业多了一位"斗士"：一方面，瞿晓铧积极复健，努力回归大众视野；另一方 面，在他的带领下，阿特斯终于在2023年登陆A股市场，并且在本轮周期中成为为数不多没有 亏损的光伏企业。 然而，火热的储能赛道越来越拥挤，行业供需关系与地缘政治带来的挑战仍未减弱，瞿晓铧和 阿特斯的战斗还要继续。 战略调整 瞿晓铧祖籍江苏常熟， 1986年毕业于清华大学物理系，后赴加拿大留学，斩获硕士、博士学 位。2001年 回国创业，在苏州创办了阿特斯阳光电力集团。 2023年6月9日，瞿晓铧坐着轮椅参加了阿特斯的敲钟仪式。他的声望迎来了一个峰值，"钢铁 侠"的形象深入人心。 因为多次表态"不做老大"，瞿晓铧 ...

Group 1: Industry Trends - The core consensus among solar companies is a shift from cost competition to value creation, indicating a transition towards high-quality development in the solar industry [1][5][8] - The "136 Document" is a pivotal policy that promotes market-driven pricing for renewable energy, marking a shift from fixed pricing to market-oriented evaluations [2][3] - The solar industry is expected to mature and stabilize by 2026, focusing on value creation and technological innovation as key drivers [9][10] Group 2: Market Dynamics - The market is witnessing a gradual recovery in prices since July, with key components like polysilicon and solar cells showing price increases, indicating a potential turning point for profitability [4][7] - The integration of energy storage with solar power is emerging as a new growth avenue, with companies like Canadian Solar and JinkoSolar positioning themselves to capitalize on this trend [6][10] - The industry is experiencing a phase of capacity clearing, with smaller players exiting the market, leading to a more competitive landscape focused on value rather than scale [8][9] Group 3: Future Outlook - The 2026 energy market is anticipated to be crucial for the solar industry, with a focus on self-regulation and adherence to market mechanisms to ensure sustainable growth [9][10] - Companies are expected to enhance their technological capabilities to improve efficiency and power output, which will be essential for navigating the upcoming market challenges [10]

网上流出的照片中，二人在婚礼上穿着中式服饰，现场桌面上，摆满了霸王茶姬的奶茶。 12月15日，天合光能(688599.SH)创始人高纪凡之女高海纯，与霸王茶姬(NASDAQ:CHA)创始人张俊杰举办婚礼。 今年6月，光伏业内已经传出了两人结婚的消息，但一直未被证实。直至11月下旬二人的结婚请柬被曝出，当日一度冲上热搜。 随后，天合光能对智通财经证实婚礼消息的真实性，并表示双方相识于青年企业家学习活动，已登记结婚。同时，天合光能和霸王茶姬均为上市公司，目前 尚未有任何关联交易或商业合作。 张俊杰也在个人朋友圈发文，声明网络上的谣言不实，此前从未有过婚姻，也从未发生"茶叶富商残疾女儿"的任何故事。 之所以这场婚礼引发高关注度，背后有多重因素。 一方面，霸王茶姬是国内知名茶饮品牌，门店数量众多、分布广泛，且网上流传着诸多创始人张俊杰的个人经历。 另一方面，天合光能是国内光伏龙头企业。作为创始人高纪凡之女的高海纯，因高学历和高颜值，此前一直被称为是"最美光二代"。今年起，高海纯出任天 合光能联席董事长。 公开资料显示，高海纯出生于1993年，毕业于美国布朗大学，本科学历。2017年起，她进入天合光能体系历练。 此后八 ...

Core Viewpoint - The company, Dongfang Risen, has seen a significant stock price increase of 20% due to its robust development in energy storage and overseas business operations [1] Group 1: Business Overview - Dongfang Risen primarily focuses on the research, production, and sales of solar cell modules, while also engaging in photovoltaic power station EPC, operation, and energy storage, positioning itself in the midstream of the photovoltaic industry chain [1] - The company leverages advanced heterojunction technology and extensive experience in energy storage integration to formulate its business strategy, emphasizing cash flow management and cost control [1] Group 2: Strategic Initiatives - The company adopts a three-dimensional strategy of "technology premium + scenario innovation + cash flow safety line" to address the challenges posed by price competition in the market [1] - In the area of photovoltaic project integration, Dongfang Risen has expanded its development scale in regions such as Spain, Italy, Bangladesh, the Philippines, and Nepal, in addition to its existing markets in Europe, Mexico, Australia, and Vietnam [1] Group 3: Energy Storage Business - The company's energy storage system integration business focuses on large-scale energy storage products, with its subsidiary, Ningbo Shuangyili, aiming to become a global leader in comprehensive energy storage system solutions [1]

Group 1 - The article highlights that several energy storage companies have secured significant orders, totaling over 4GWh, indicating a growing demand in the energy storage sector [1] - Dongfang Risen has announced a new order for 100MWh of commercial energy storage, following a previous 3GWh order from WEG in Brazil, showcasing its expanding market presence [2][4] - Wuhan Tianyuan has signed an investment agreement for two grid-side energy storage projects totaling 600MWh, with a total investment of approximately 600 million yuan, indicating strong governmental support for energy storage initiatives [5][7] Group 2 - Allye Energy has received its largest procurement order to date for five MAX500 battery storage systems, which are designed for the construction industry, highlighting innovation in energy storage solutions [8]

Impact of Document No.136 on China PV Projects 136 号文如何影响光伏项目 Abstract 摘要 Investment consulting business qualification：CSRC License [2012] No. 669 投资咨询业务资格：证监许可【2012】669 号 | 何颢昀 | He Haoyun | 从业资格号 Qualification No：F3100810 | 投资咨询号 Consulting No.：Z0021074 | | --- | --- | --- | --- | | 张默涵 | Zhang Mohan | 从业资格号 Qualification No：F03097187 | 投资咨询号 Consulting No.：Z0020317 | | 桂晨曦 | Gui Chenxi | 从业资格号 Qualification No：F3023159 | 投资咨询号 Consulting No.：Z0013632 | 中信期货国际化研究 | CITIC Futures International Research 202 ...