2026年1月6日，京东方A披露接待调研公告，公司于1月5日接待淡水泉（北京）投资管理、天风证券、 百年保险资管、华泰证券资管、华泰证券、兴业证券等20家机构调研。 调研情况显示，京东方A在钙钛矿太阳电池领域具备显著优势，其显示产业长期积累的玻璃基加工、薄 膜制备、封装及大规模智能制造等能力，有效赋能钙钛矿研发与生产，中试线从搬入至首样下线仅38天 全线贯通，创下行业新纪录。钙钛矿相较于传统晶硅太阳能电池，具有理论成本更低、工艺简化、制备 温度低等核心优势，同时具备柔性、抗冲击、抗隐裂及弱光发电能力，在运输和应用中更可靠。 答：钙钛矿太阳电池作为第三代纳米薄膜电池的代表，以其效率高、轻薄、可柔性等优势，应用场景广 泛，被公认为光伏产品的未来；且其与显示在技术原理、器件结构、制造工艺等方面高度相似，公司在 显示产业长期积累的玻璃基加工能力、薄膜制备工艺能力、封装和设备优势及大规模智能制造能力，能 有效赋能钙钛矿太阳能电池研发与生产过程，加速产业化进程。公司中试线搬入至首样下线仅用时 38 天全线贯通，创下行业新纪录，充分体现了上述优势。 2、钙钛矿相较于传统晶硅方式的优势？ 答：钙钛矿相较于传统晶硅太阳能电池核 ...

京东方科技集团股份有限公司 投资者关系活动记录表 编号：2026-001 | 投资者关系活动类别 | √特定对象调研 | □分析师会议 | | --- | --- | --- | | | □媒体采访 | □业绩说明会 | | | □新闻发布会 | □路演活动 | | | √现场参观 | | | | □其他 | | | 参与单位名称 | 天风证券：敖颖晨 | | | | 百年保险资管：别依田 | | | | 华泰证券资管：陈欣 | | | | 华泰证券：刘俊、王心怡 | | | | 兴业证券：仇文妍、高元甲 | | | | 睿远基金管理：孔祥宇 | | | | 巨杉资管：蓝爱、王黛丝 | | | | 国联民生证券：林誉韬 | | | | 西部证券：卢宇程 | | | | 圆信永丰基金：明兴 | | | | 长盛基金：滕光耀 | | | | 上海复胜资管：王羽展 | | | | 广发证券：王钰乔 | | | | 中国人寿保险：肖佳琪 | | | | 东吴证券：徐铖嵘、谈沂鑫 | | | | 淡水泉(北京)投资管理：原茵 | | | | 宁波宝隽资管：张海 | | --- | --- | | | 国盛证券：朱迪 | ...

人民财讯12月31日电，住房城乡建设部发布关于提升住房品质的意见，其中提出，发展新型建造方式。 加快推动建筑业与先进制造技术、新一代信息技术的深度融合，在更大范围推广智能建造、绿色建造、 装配式装修。拓展数字化技术工程应用场景，推进建筑信息模型(BIM)技术在住房设计、建造和运维全 过程应用，推广应用智能建造装备设备。加快推进建筑垃圾减量化和资源化利用。新建城镇住房全面建 成绿色建筑，提升高星级绿色建筑占比。推动建筑运行节能降碳，加强建筑能效限额管理。建立建筑能 效等级制度，编制碳排放统计核算标准。推进建筑用能电气化，开展建筑光伏一体化试点，强化可再生 能源利用，加快建筑用能结构转型。 ...

Group 1 - The company held its fifth board meeting on December 30, 2025, to discuss various proposals, all of which were approved unanimously by the board members present [2][5][14] - The board approved a proposal to apply for a comprehensive bank credit limit of up to 10.8 billion yuan for 2026, which will be used for various financing needs [4][15] - The company also approved a proposal for estimated daily related transactions for 2026, amounting to 1.235 billion yuan, which will require shareholder approval [7][20] Group 2 - The company announced a delay in several fundraising investment projects, including the R&D center, design center, and project management information system platform, extending the completion date to December 2026 [11][31][45] - The delay in the R&D center project is attributed to market demand changes and the need for technological upgrades, ensuring the company maintains its competitive edge [32][34][39] - The design center project is delayed due to the need for new business applications and the training of BIM professionals, which are essential for the company's future business expansion [40][42] Group 3 - The company emphasized that the delays in fundraising projects will not adversely affect its normal operations and are in line with long-term interests [45][46] - The board's decisions regarding the fundraising projects and related transactions were made following necessary internal procedures and comply with relevant regulations [46]

（文章来源：证券日报） 证券日报网12月25日讯 ，雅博股份在接受投资者提问时表示，公司目前聚焦金属屋面与建筑光伏一体 化BIPV融合方向。希望通过培育设计与工程团队，为未来建筑光伏一体化市场爆发做好准备。 ...

广州市人民政府15日发布《美丽广州建设规划纲要（2025—2035年）》。其中提出，积极开发利用新能 源。夯实煤炭煤电兜底保障，推动煤炭消费减量替代和清洁高效利用。合理控制石油消费。持续推进天 然气利用。大力推进光伏、生物质能、氢能等新能源开发利用，增加本地绿色电力供应。大力发展太阳 能分布式光伏发电。探索建筑光伏一体化建设及运营模式，开展建筑光伏一体化试点。合理开发利用生 物质能。推动氢能在交通、电力等领域的示范和规模化应用。前瞻部署天然气水合物开采开发和产业 化。 ...

（商业计划书） 项目可行性研究报告主要是通过对项目的主要内容和配套条件，如市场需求、资源供应、建设规模、工艺路线、设备选型、环境影响、资金筹措、盈利能力 等，从技术、经济、工程等方面进行调查研究和分析比较，并对项目建成以后可能取得的财务、经济效益及社会影响进行预测，从而提出该项目是否值得投 资和如何进行建设的咨询意见，为项目决策提供依据的一种综合性的分析方法。 一、幕墙清洗行业概述 数据整理：中金企信国际咨询 三、幕墙清洗行业竞争格局 幕墙清洗行业里既有坚守传统人工清洁、业务覆盖广的企业，也有凭借智能机器人、无人机等新技术革新作业模式的企业，还有深耕区域市场的地方优质服 务商，目前行业中主要企业为河北大企环保工程有限公司、广东凌度智能科技发展有限公司、山西浩宸低空立体交通运营有限公司、成都豪宇清洁服务有限 公司等。 四、幕墙清洗行业政策 幕墙清洗是针对建筑物外立面开展的专业化清洁养护服务，通过人工作业、智能清洁机器人、无人机等工具，结合高压水射流、环保清洗剂、物理擦拭等工 艺，在保障高空作业安全的前提下，清除幕墙表面的灰尘、油污、鸟粪、风化污垢等附着物，同时兼顾幕墙材质保护与防水密封维护，最终实现建筑外观洁 ...

Group 1 - The Shanghai Stock Exchange International Investor Conference opened on November 12, with the China Securities Regulatory Commission emphasizing the stability and potential of the Chinese economy, and plans to deepen investment and financing reforms [2] - The China Photovoltaic Industry Association released a statement denying rumors circulating online about the industry, asserting that these are false and harmful to the sector's reputation [3] - The National Energy Administration issued guidelines to promote the integrated development of distributed renewable energy, encouraging the construction of integrated facilities in transportation hubs and the development of new energy in rural areas [4] Group 2 - The Ministry of Education and six other departments released opinions on strengthening science and technology education in primary and secondary schools, aiming to establish a comprehensive education system by 2030 [5] - JA Solar Technology clarified recent rumors about the company, stating that misleading information has been circulated online, which could harm the company's reputation [6] - Contemporary Amperex Technology Co., Ltd. announced that its fifth-generation lithium iron phosphate battery products have begun mass production [7] Group 3 - Zhejiang Dongri, a company that has seen stock price increases, clarified that it is not involved in "brain-computer interface" business [8] - Shunfa Hengneng, another company with rising stock prices, is gradually investing in various clean energy businesses [9] - Century Huatong plans to repurchase shares worth between 500 million to 1 billion yuan to reduce registered capital [13]

Core Insights - The article highlights the resilience of integrated photovoltaic (BIPV) systems developed by LONGi Green Energy and Sentech in the face of extreme weather events, particularly Typhoon Haikui, which caused significant damage to traditional solar installations [1][2][3] - The integration of photovoltaic technology into building structures is presented as a dual-value model, providing both energy generation and enhanced structural protection against severe weather [3] Group 1: Impact of Typhoon Haikui - Typhoon Haikui resulted in severe damage across various regions in Guangdong, with multiple factories experiencing roof damage and economic losses [1] - Traditional solar installations faced significant risks during the typhoon, while the BIPV projects by LONGi and Sentech remained intact, showcasing their superior resilience [1] Group 2: Technological Advancements - The BIPV products, such as LONGi Longtop 5, demonstrate advanced wind resistance capabilities, withstanding pressures up to 11.2 kPa, equivalent to a Category 17 super typhoon [3] - The use of seamless roofing panels and water diversion technology effectively eliminates leakage risks, enhancing the overall safety of the installations [3] Group 3: Strategic Value for Businesses - The integration of photovoltaic systems into building designs transforms them from mere additions to essential protective layers, providing three core values: asset safety, operational continuity, and unified green benefits [2] - The shift towards building-integrated photovoltaics represents a significant advancement in addressing the challenges posed by extreme weather, moving away from the traditional model that increased risks [3]

Core Insights - The article highlights the resilience of integrated photovoltaic (PV) systems developed by Longi Green Energy and Sentech in the face of severe weather events, particularly Typhoon "Hagupit" [1][3]. Group 1: Performance During Typhoons - Longi Green Energy's integrated PV projects successfully withstood the impacts of Typhoon "Hagupit," demonstrating their robustness [1]. - The PV system at Shenzhen Baoan International Airport maintained functionality despite heavy truck traffic and strong winds, effectively preventing roof damage [1]. - The East Environmental Power Plant in Shenzhen remained leak-proof during heavy rainfall, ensuring operational continuity [1]. Group 2: Technological Innovations - The key to achieving "zero damage" during storms lies in advanced technology, including flexible connection techniques that mitigate stress from strong winds [5]. - The seamless roofing panels and water diversion technology eliminate leakage risks, enhancing the overall durability of the systems [5]. - The new building-friendly PV roof system shows a 23% improvement in wind resistance compared to traditional PV solutions [5]. Group 3: Strategic Integration of PV Systems - The projects redefine the relationship between buildings and PV systems, transitioning from being mere additions to becoming integral protective layers of the structure [5]. - This integration allows for a dual value proposition of "power generation + protection," ensuring structural integrity and power supply during disasters [5].