消息面上，近日，青平聚能智储(深圳)技术有限公司成立，该公司由赣锋锂业旗下深圳易储能源科技有 限公司全资持股，法定代表人为宋春阳，经营范围包含：新兴能源技术研发;光伏设备及元器件销售;风 力发电技术服务等。 此外，9月4日，工业和信息化部、市场监督管理总局印发《电子信息制造业2025-2026年稳增长行动方 案》。《方案》提出，实施光伏组件、锂电池产品质量管理，深入落实《光伏制造行业规范条件》等文 件，强化与投资、金融、安全等政策联动，推动行业技术进步。中金发布研报称，固态电池具备高安全 性和高能量密度，其有望成为下一代锂电池技术方向。伴随材料创新与工艺迭代加速，固态电池产业化 进程提速，看好固态电池技术突破与产业变革下的投资机会。固态电池产业链有望开启主线行情，相关 布局的电池、材料、设备厂商有望迎来斜率向上投资机会。 赣锋锂业（002460）(01772)涨近10%，截至发稿，涨9.46%，报34.02港元，成交额10.67亿港元。 ...

9月5日，博威合金涨5.04%，截至发稿，报25.03元/股，成交7.05亿元，换手率3.53%，总市值203.60亿 元。 资料显示，宁波博威合金材料股份有限公司位于浙江省宁波市鄞州区云龙镇太平桥，成立日期1994年1 月22日，上市日期2011年1月27日，公司主营业务涉及高性能、高精度有色合金棒、线、板带新材料的 研发、生产和销售。太阳能电池片及组件的研发、生产和销售;精密切割丝、精密电子线、焊丝的设 计、研发、生产与销售。主营业务收入构成为：新材料产品77.63%，新能源产品21.23%，其他1.14%。 从博威合金十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居博威合金十大流通股东。光伏ETF（515790）二季度新进十 大流通股东，持有股数568.05万股，占流通股的比例为0.7%。根据测算，今日浮盈赚取约681.66万元。 光伏ETF（515790）成立日期2020年12月7日，最新规模99.84亿。今年以来收益11.61%，同类排名 3156/4222；近一年收益28.1%，同类排名3076/3795；成立以来亏损15.39%。 光伏ETF（515790）基金经理为李茜、李沐阳。 截至 ...

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 ...

9月5日，中来股份涨5.11%，截至发稿，报6.58元/股，成交3.73亿元，换手率6.03%，总市值71.70亿 元。 资料显示，苏州中来光伏新材股份有限公司位于江苏省常熟市沙家浜镇常昆工业园区青年路，成立日期 2008年3月7日，上市日期2014年9月12日，公司主营业务涉及太阳能电池背膜的研发、生产和销售。主 营业务收入构成为：光伏应用系统55.36%，组件24.10%，光伏辅材12.81%，其他5.46%，电池2.27%。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模649.53亿。今年以来收益19.41%，同 类排名1812/4222；近一年收益56.23%，同类排名1257/3795；成立以来收益5.67%。 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间6年304天，现任基金资产总规模949.76亿元，任职期间最佳基金回报 127.43%， 任职期间最差基金回报-22.33%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均 ...

Core Viewpoint - The photovoltaic ETF (159857) has shown significant growth, with a 6.17% increase and a trading volume of 4.54 billion yuan, indicating active market participation and a positive outlook for the photovoltaic industry [3] Group 1: Market Performance - The photovoltaic ETF (159857) has achieved a year-to-date high, with a turnover rate of 18.74% and a one-year scale growth of 5.47 billion yuan [3] - Key stocks in the photovoltaic sector, such as Jinko Technology and Jinglong Technology, have seen substantial gains, with increases exceeding 15% [3] Group 2: Industry Developments - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have released a plan aimed at promoting high-quality development in the photovoltaic sector, addressing issues of low-price competition [3] - Major polysilicon companies have initiated a sales restriction policy to stabilize prices, leading to a new upward trend in polysilicon prices, with the main contract reaching 53,675 yuan/ton [4] - There is a strong expectation of production cuts in the industry, with predictions of polysilicon prices stabilizing between 60,000 to 80,000 yuan/ton [4] Group 3: Institutional Insights - Institutions note that the photovoltaic industry is currently undervalued, presenting an opportunity for valuation recovery, especially in light of recent improvements in second-quarter performance [4] - Upcoming measures related to product pricing, mergers, and quality standards are expected to enhance the competitive landscape and optimize the industry chain [4] - The investment in national grid projects has reached 331.5 billion yuan in the first seven months of 2025, marking a 12.5% year-on-year increase, which supports the growth of photovoltaic and other renewable energy sectors [5]

前言 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 固态电池+机器人+光伏，锂电设备打破海外厂商垄断，市占率连续多年排名国内第一，固态电池领域初步 完成"湿法+干法"双产线布局，与宇树科技合作灵巧手产品处于内侧阶段，这家公司钙钛矿领域在国内率 先取得订单突破。 ...

民生证券指出，核聚变产业商业化落地提速，资本市场对核聚变商业化前景信心显著，近期融资活 动频繁，如Commonwealth Fusion Systems（CFS）完成8.63亿美元融资，资金将用于示范装置SPARC建 造及ARC电站开发。美国General Atomics战略投资2000万美元加速氚燃料循环测试设施研发，计划2026 年投入运营，解决氚高效利用难题。此外，田纳西大学与德国研究所联合开发的SICAS集成建模框架， 突破核聚变装置全局等离子体模拟技术，推动清洁能源商业化进程。光伏行业"反内卷"升级，用电量持 续创新高，行业需求保持强劲。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 碳中和50ETF（159861）跟踪的是环保50指数（930614），该指数从中国A股市场中选取与环境保 护相关的领先企业作为指数样本，覆盖清洁能源、污染治理、节能技术等领域 ...

Core Viewpoint - The photovoltaic sector is experiencing a significant market surge driven by the "anti-involution" theme, with the photovoltaic 50 ETF (159864) rising over 4.5% and several constituent stocks increasing by more than 10% [1] Industry Summary - The photovoltaic industry is gradually bottoming out, with a projected year-on-year revenue decline of 9.7% for core companies in the first half of 2025. However, domestic demand is expected to improve operational rates and revenue in the second quarter [1] - The industry faced losses in the first half of the year, but the loss margin decreased in the second quarter, and after adjusting for impairment losses, companies turned profitable on a quarter-on-quarter basis [1] - The main pressure on the sector comes from the pricing within the supply chain, with negative gross margins reported for silicon wafers in the second quarter. The "anti-involution" initiative is expected to stabilize and recover prices, alleviating cash flow pressures for companies [1] - Continuous supply-side reforms in the photovoltaic industry are being emphasized by regulatory bodies, aiming to curb low-price competition and improve the overall market environment [1] - Recent discussions among six government departments highlighted the need for coordinated supply-side reforms, which could lead to improved industry conditions [1] Price and Capacity Developments - The photovoltaic sector is one of the most affected by supply-demand imbalances and profitability pressures, but recent political support may benefit the industry first under the "anti-involution" theme [2] - Significant price increases in silicon materials are expected to lead to a recovery in downstream prices, with further price adjustments anticipated to reach reasonable levels [2] - Ongoing mergers and acquisitions in silicon material capacity are being closely monitored, with expectations for sustained momentum in the "anti-involution" market [2] - Policy measures under the "anti-involution" initiative are likely to focus on controlling upstream silicon material capacity and establishing minimum procurement prices for downstream projects to protect profit margins [2]

Group 1 - The tax department provides detailed guidance, helping companies understand tax benefits from the project initiation stage, which aids in project funding and long-term planning [1] - Jinchang City leverages its abundant sunlight, industrial system, and demand for renewable energy, positioning the photovoltaic industry as a core engine for green low-carbon transformation [1] - The 100MW photovoltaic power station project by Zhengtai Photovoltaic in Heqing Beach is a key initiative for entering the northwest renewable energy market [1] Group 2 - Zhengtai Photovoltaic has benefited from tax reductions totaling 22 million yuan over the past three years, allowing for a clear tax management framework from the project's start [2] - The company has been able to invest saved funds into upgrading photovoltaic components, enhancing power generation efficiency [2] Group 3 - Starting December 1, 2024, a nationwide trial of water resource fee reform will be implemented, with the first complete quarter of tax collection in early 2025 [3] - Zhengtai Photovoltaic missed the initial water resource tax declaration deadline due to a lack of understanding of the new policy, prompting the tax bureau to provide on-site guidance [3] - The tax department's timely support helped the company establish a dynamic record of tax policy benefits and improve internal control mechanisms [3] Group 4 - Tax incentives have boosted the company's confidence in environmental investments, leading to the purchase of advanced pollution control equipment [4] - The 100MW photovoltaic power station is projected to save approximately 59,100 tons of standard coal and reduce carbon dioxide emissions by about 162,300 tons annually compared to coal-fired power generation [4] - The tax bureau collaborates with environmental and natural resource departments to provide precise services and help the company mitigate tax-related risks [4]

通润装备斩获 "3 连板"，最新价 17.42 元，涨幅 9.97%，于 09:31 率先封停。公司控股子公司正泰电源 聚焦光伏逆变器、储能变换器及系统集成的研产销，核心产品覆盖组串式 / 集中式光伏逆变器、储能变 流器、储能系统，以及光伏储能监控和能量管理系统等；在北美工商业光伏领域，正泰电源连续多年蝉 联市场第一，成为公司核心竞争力的体现。 西子节能（002534.SZ）：首板涨停，多维度布局光伏产业链 光伏板块迎来活跃行情，通润装备、西子节能、天通股份、上海电力领涨，题材产业链整理： 西子节能收获首板，最新价 14.07 元，涨幅 10.01%，于 10:09 涨停。公司及子公司以承接太阳能光伏总 承包项目为主，部分分布式光伏项目由公司自持；同时，参股子公司众能光电深度布局 "高效晶硅光 伏、钙钛矿、OPV 光伏" 等前沿技术领域，还涉及锂电集流体、半导体检测关键工艺设备的研发与生 产，实现了从光伏项目总包到核心设备研发的多维度延伸。 天通股份（600330.SS）：首板涨停，光伏单晶炉技术领先 通润装备（002150.SZ）：3 连板领涨，光伏储能集成优势凸显 *ST 沐邦涨停收盘，最新价 6.24 ...