在马拉维，隆基帮助当地一所学校建设分布式发电系统，保证当地学校及医院能用上清洁、稳定的电力；在莫桑比克，隆基的屋顶光伏 系统为偏远村庄的一家妇产医院带来了稳定的清洁电力与水源；在埃及，隆基光伏组件被应用于一种"离网太阳能水泵"系统，通过光伏 发电带动水泵抽取地下水，满足当地居民农业灌溉和生活用水需求。 今年是"十四五"规划的收官之年，也是" 30 60"双碳目标提出五周年。回顾这五年，我们不仅在自身的绿色转型道路上取得了显著进步 与关键突破，更伴随着以光伏产品等为代表的外贸"新三样"扬帆出海，为全球绿色低碳发展贡献了宝贵的"中国智慧"与"中国方案"。 近日，隆基绿能董事长、总经理钟宝申再次做客央视财经频道《对话》栏目。他在节目中指出，中国新能源产业已实现从"并跑"到"领 跑"的历史性跨越。这一成就的背后，是中国完善的产业生态支撑与企业对创新研发的持续投入，共同驱动行业由"制造型"向"价值创新 型"升级。 五年间，"新三样"从初露头角到全球领先，用实绩书写了产业传奇。2020年，其出口额仅为2200亿元，在外贸出口中占比不到5%；而 至2 023年，这一数字已突破万亿元大关，2024年更攀升至1. 2万亿元，占 ...

中国新能源企业正成为推动全球能源转型的关键力量。在中企将绿色技术带向世界的同时，如何进行风 险把控实现稳健经营？18日，在由上海仲裁委员会主办的"新能源出海：国际经营风险管控与争议解决 策略"研讨会上，与会嘉宾表示，了解国际市场的法律合规要求，提前布局并做好合规管控，是新能源 中企在全球市场行稳致远的关键。 根据《欧盟电池与废电池法规》规定，自2027年2月18日起，在欧盟市场投放或投入使用的轻型交通工 具电池、电动汽车电池，以及容量超过2kWh的工业电池，必须配备"电池护照"。维也纳国际仲裁中心 主席尼古拉斯·皮特考维茨（Nikolaus Pitkowitz）指出，该法规对在欧盟市场投入电池使用的经济运营商 造成了影响，包括制造商、进口商、分销商等；且法规复杂性高，许多细节有待次级立法进一步明确。 他表示，该法规的实施将推动企业进行全面的组织变革，以满足新的合规要求。企业需要在运营、技 术、供应链管理等多个方面进行调整。 地缘政治因素也是中企新能源出海进程中日益突出的风险来源。一家新能源企业法务负责人表示，美国 《通胀削减法案》（IRA）对中企造成了实质性影响，根据该法案中的"受关注外国实体"（FEOC）条 ...

新华财经太原9月19日电（记者张磊）在全球能源转型浪潮中，中国光伏行业经历了多轮周期洗礼，而协鑫集团却以其独特的技术路径和战略定力，成为 行业内率先实现穿越周期的企业。这份底气从何而来？记者采访协鑫集团董事长朱共山，从技术突破、能耗控制、全球市场布局等多个维度找到了答案。 谈及光伏行业的现状与未来，朱共山的判断非常乐观，他认为新能源出海将迎来新机遇。 穿越周期的底气来自技术创新 协鑫集团作为硅材料行业的领军者，其穿越行业周期的底气源于对技术创新的执着追求。在光伏行业的寒冬中，传统棒状硅材料利润被压缩至极限，竞争 对手之间低价"内卷"，传统光伏生产企业都面临生死攸关的挑战。 彼时，协鑫生产的棒状硅在全球市场已占据近30%的份额。同样的问题摆在协鑫集团面前，若竞争对手电价仅为自身一半，且能生产类似产品，自身完全 不具备竞争力。 技术革新之路从来不是一帆风顺。2018-2020年间，协鑫经历了艰难时刻，报表连年亏损。但管理层没有退缩，反而加大投入，果断收购了拥有核心技术 的海外团队，整合全球资源继续攻坚。 协鑫集团从2011年开始研发FBR颗粒硅技术，如今已建成6万吨级生产系统。FBR颗粒硅技术带来的优势是颠覆性的 ...

以下文章来源于投资界 ，作者刘博 投资界 . 清科创业旗下创业与投资资讯平台 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 赴港上市潮。 投资界获悉，阳光电源公告称，公司拟发行境外上市外资股（H股）股票并申请在香港联合交易所 挂牌上市。 坐落于合肥的阳光电源，背后掌舵者——曹仁贤，早年从合肥工业大学辞职创业，一手创立阳光电 源，如今是一家千亿市值上市公司。在曹仁贤的新能源版图中，还坐拥阳光新能源、阳光氢能两只 独角兽。 这也是中国新能源扬帆出海的一抹缩影——光伏、锂电池、新能源汽车，已成为中国外贸"新三大 件"。我们可以看到，越来越多的中国新能源军团正登上全球舞台，用来自中国的科技创新影响世 界。 01 大学老师辞职下海 执掌2000亿 说起曹仁贤，外界并不陌生。 直到1997年，曹仁贤决定辞去"铁饭碗"工作，开始创业之旅。他凑了50万元作为启动资金，在合 肥市租下一间不足20平米的小房间，成立了阳光电源，正式进军光伏行业。 阳光电源成立初期的日子并不好过，不得不靠一些传统电源产品维持公司经营。直 ...

Core Viewpoint - The news highlights the trend of Chinese renewable energy companies, exemplified by Sungrow Power Supply Co., Ltd., pursuing overseas listings to enhance their global presence and capitalize on international market opportunities [1][10][11]. Company Overview - Sungrow Power, founded by Cao Renxian in Hefei, has grown into a company with a market capitalization exceeding 200 billion RMB, focusing on solar inverters and expanding into various renewable energy sectors [1][4][5]. - The company has successfully transitioned from traditional power products to renewable energy solutions, achieving significant market share in China [4][5]. Financial Performance - In the first half of the year, Sungrow reported a revenue of 43.53 billion RMB, a year-on-year increase of 40.34%, and a net profit of 7.73 billion RMB, up 55.97% [6][7]. - The company's gross margin improved to 34.36%, driven by brand premium, product innovation, and economies of scale [8]. Business Segments - Sungrow's revenue from energy storage systems surpassed that from solar inverters for the first time, with energy storage generating 178.03 billion RMB, accounting for approximately 40.89% of total revenue [8]. - The company has seen a significant increase in overseas revenue, reaching 253.79 billion RMB, a growth of 88.32% year-on-year, representing 58.3% of total revenue [8]. Market Trends - The trend of Chinese renewable energy companies going public in Hong Kong reflects a broader movement towards globalization, with many firms seeking to enhance their international brand recognition and expand their market reach [10][11]. - The Chinese renewable energy sector is experiencing rapid growth, with significant increases in exports of wind and solar products, as well as lithium batteries [10][12]. Future Outlook - Sungrow's upcoming IPO in Hong Kong aims to deepen its global strategy, enhance its international brand image, and diversify its financing channels [8][10]. - The company is part of a larger trend where Chinese firms are increasingly viewed as leaders in the global renewable energy market, reshaping the industry landscape [12].

Core Viewpoint - The article highlights the significant growth and international expansion of the Chinese renewable energy sector, particularly focusing on Yangguang Electric Power's upcoming H-share listing in Hong Kong as a part of this trend [4][10][14]. Company Overview - Yangguang Electric Power, founded by Cao Renxian in Hefei, has grown into a company with a market capitalization exceeding 200 billion RMB, with a focus on solar inverters and energy storage systems [4][5][10]. - The company has diversified into five major areas: solar energy, wind energy, energy storage, hydrogen energy, and electric vehicles [7][10]. Financial Performance - In the first half of the year, Yangguang Electric Power reported a revenue of 43.533 billion RMB, a year-on-year increase of 40.34%, and a net profit of 7.735 billion RMB, up 55.97% [13]. - The company's gross margin improved to 34.36%, an increase of 1.94% year-on-year, driven by brand premium, product innovation, and economies of scale [10]. Market Trends - The renewable energy sector in China is experiencing a surge in exports, with wind turbine exports increasing by 71.9% and solar products consistently exceeding 200 billion RMB in exports for four consecutive years [14]. - The article notes a trend of Chinese renewable energy companies pursuing dual listings (A+H shares) to enhance their global presence and attract international investors [14][15]. Regional Development - Hefei has become a hub for the renewable energy industry, housing major companies and achieving significant production milestones in electric vehicles and energy storage systems [12]. - The city aims to produce over 2 million electric vehicles by 2027, with a revenue target exceeding 700 billion RMB from the new energy sector [12].

Core Viewpoint - The article highlights the rise of Sunpower Technology as a significant player in the renewable energy sector, emphasizing its upcoming IPO in Hong Kong and its role in China's global expansion in the renewable energy market [3][14]. Company Overview - Sunpower Technology, founded by Cao Renxian in Hefei, has grown into a company with a market capitalization exceeding 200 billion RMB, focusing on solar inverters and expanding into energy storage and hydrogen energy [3][8]. - The company has achieved significant milestones, including being the first in China to develop a solar inverter with complete independent intellectual property rights in 2003 and successfully listing on the Shenzhen Stock Exchange in 2011 [7][8]. Financial Performance - In the first half of the year, Sunpower Technology reported a revenue of 43.53 billion RMB, a year-on-year increase of 40.34%, and a net profit of 7.73 billion RMB, up 55.97% from the previous year [11][12]. - The company's gross profit margin improved to 34.36%, attributed to brand premium, product innovation, and economies of scale [12]. Business Segments - For the first time, revenue from the energy storage business surpassed that of solar inverters, with energy storage systems generating 17.80 billion RMB, accounting for approximately 40.89% of total revenue [13]. - The overseas revenue reached 25.37 billion RMB, marking an 88.32% increase year-on-year, representing 58.3% of total revenue [14]. Industry Context - The article discusses the broader trend of Chinese renewable energy companies, including Sunpower Technology, expanding globally, with significant growth in exports of wind and solar products [17][18]. - The rise of Hefei as a hub for the new energy industry is noted, with multiple major companies and a target to produce over 200 million new energy vehicles by 2027 [15][16]. Future Outlook - Sunpower Technology's IPO in Hong Kong is part of a strategy to enhance its global presence and diversify funding channels, aligning with the trend of Chinese companies seeking international markets [14][18]. - The article concludes with a historical analogy, suggesting that China's renewable energy sector is entering a new era of global leadership, reminiscent of Zheng He's maritime expeditions [19].

Core Insights - Europe is becoming a key market for the export of the new energy industry, with a focus on renewable energy deployment and green technology collaboration between China and the EU [1][2] - The EU has mobilized nearly €300 billion (approximately $342.06 billion) over the past three years to support green energy initiatives [5] - The demand for energy storage is expected to surpass that of photovoltaics, with the EU aiming for a total storage capacity of 500-780 GWh by 2030 [7][6] Group 1: Market Trends - The EU's solar power capacity increased significantly, with 41.4 GW and 62.8 GW added in 2022 and 2023 respectively, marking year-on-year growth of 47% and 51% [5] - However, the growth rate for new solar installations is projected to decline, with only a 4.4% increase expected in 2024 [5] - In contrast, energy storage is anticipated to see explosive growth, with a forecasted 36% increase in new installations in 2025 [7] Group 2: Chinese Companies in Europe - Chinese companies like CATL, BYD, and Gotion are establishing manufacturing plants in Europe, indicating a shift from product export to localized production and services [1] - Chinese automotive brands have seen a 91% year-on-year increase in sales in Europe, with a market share reaching 5.1% [11] - The hybrid vehicle segment is gaining traction as it is not subject to the same tariffs as fully electric vehicles, providing a competitive edge for Chinese brands [11][16] Group 3: Challenges and Compliance - The EU's strict regulatory environment poses challenges for Chinese companies, necessitating a robust compliance framework [19][20] - Companies must navigate complex legal landscapes and ensure adherence to local regulations to avoid penalties [20][21] - The need for skilled talent who understand both technology and local market dynamics is critical for successful market entry [21][22]

Core Viewpoint - The solar and energy storage industries are seen as pioneers for Chinese companies going global, with energy storage evolving at a faster pace than solar [2] Subsidies and Capacity - The "Big and Beautiful" Act, signed by Trump, significantly alters the landscape for renewable energy subsidies in the U.S., marking a major setback for the industry [4] - The Inflation Reduction Act (IRA) previously allowed for a 30% cost subsidy for residential solar projects until 2035, but the new act limits subsidies to projects completed by December 31 of this year, with all subsidies ending by 2026 [4][5] - Chinese solar companies, such as LONGi Green Energy and JinkoSolar, have invested over $2 billion in U.S. solar factories, but the new policies threaten their profitability and market demand [5][6] - The act includes restrictions on "foreign entities," specifically targeting Chinese companies, which could jeopardize existing subsidies for solar projects [6] - In contrast, energy storage projects face less severe impacts from the new legislation, with tax credits remaining intact until 2036 [7] Tariffs and Prices - The reintroduction of "reciprocal tariffs" by the Trump administration is expected to create uncertainty for Chinese solar exports, which have already been affected by previous tariffs [8][9] - Chinese solar manufacturers are increasingly looking for new overseas production bases, such as Indonesia, to circumvent U.S. tariffs [10] - The energy storage sector appears to be less affected by tariffs, with the U.S. still relying on external supply chains, primarily from China [10][11] Market Outlook - Despite the challenges, the energy storage market is expected to maintain stability and growth, with ongoing policy support and technological advancements [11] - The rapid changes in the geopolitical landscape pose risks for energy storage companies as they expand internationally, necessitating lessons learned from the solar industry's experiences [11]

Core Viewpoint - The article discusses the recent recommendations from brokerages for July's "golden stocks," highlighting the underlying logic and potential investment opportunities for ordinary investors [1][3]. Group 1: Popular Stocks - Kying Network is favored by five brokerages, making it the most recommended stock for the month; Zijin Mining, Huadian Technology, and Muyuan Foods follow closely with four recommendations each [3]. - The selection of these stocks reflects a diverse range of industries, including gaming, mining, PCB manufacturing, and agriculture, indicating a broad interest from brokerages [3]. Group 2: Key Selection Criteria - The first criterion is industry prosperity, with Kying Network benefiting from an increase in game licenses and the release of popular titles, while Huadian Technology sees a surge in demand for PCB boards due to 5G and automotive electronics [3][4]. - The second criterion focuses on policy benefits, particularly in sectors like semiconductors and new energy vehicles, where domestic and global trends favor local companies [4]. - The third criterion emphasizes the importance of a company's competitive advantage or "moat," with Zijin Mining having significant copper reserves and cost control, and Huadian Technology holding over 20% market share in high-end PCBs [4]. Group 3: Stock Selection Methodology - The article suggests a three-step approach for investors to filter the recommended stocks: 1. Monitor changes in institutional holdings, such as Kying Network's increase from 8% to 15% in fund holdings [4]. 2. Assess order fulfillment rates, with Huadian Technology reporting a 40% year-on-year increase in new orders [4]. 3. Evaluate free cash flow rates, as evidenced by Zijin Mining's 35% year-on-year increase in operating cash flow [4]. Group 4: Market Outlook - The market is expected to experience initial fluctuations followed by a potential breakthrough, with short-term funds engaging in high-frequency trading within popular sectors while long-term funds adjust their portfolios [5]. - The article emphasizes the importance of selecting stocks based on industry trends, company quality, and reasonable pricing, particularly focusing on semiconductor localization, new energy exports, and consumer recovery [5].