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光伏技术突破成市场焦点 东旭蓝天等公司股价走强
Xin Hua Wang· 2025-08-12 05:55
Core Insights - The photovoltaic sector is experiencing significant growth, driven by the increasing market share of large-sized battery products and a decline in solar power generation costs, alongside a global green recovery [1][2] - The National Energy Administration reported that renewable energy accounted for 80% of new power generation capacity in the first half of 2022, with an addition of 54.75 million kilowatts [1][2] Group 1: Industry Trends - The photovoltaic industry is witnessing a robust demand growth, supported by the continuous expansion of renewable energy installed capacity and improvements in technology [2][3] - The government emphasizes the importance of enhancing energy resource supply and planning for a renewable energy consumption system to address the challenges of energy waste [2] Group 2: Company Developments - Dongxu Blue Sky has focused on technological innovation to build a clean, low-carbon, safe, and efficient energy system, with a significant investment in photovoltaic and wind power projects [2][3] - In 2021, Dongxu Blue Sky's new energy business generated revenue of 2.275 billion yuan, accounting for nearly 60% of total revenue, reflecting a 68.5% increase from the previous year [3] - The company has recently launched high-efficiency photovoltaic modules with power ratings exceeding 670W and conversion efficiencies of up to 21.6%, enhancing its competitive edge in the market [3]