Group 1 - The proposal by the Republican Senate includes a complete phase-out of tax credits for solar and wind energy by 2028 [1] - The tax credits for hydropower, nuclear, and geothermal energy will be extended until 2036 [1]

新能源汽车产量保持增长、假日文旅体验火热、以旧换新带动消费向好……5月份经济数据出炉，国民经济运行总体平稳、稳中有进，新动能成长壮大，高 质量发展向优向新。 图片来源：官网截图 图片来源：官网截图 产业动能积蓄，创新引领升级。5月份，规模以上高技术制造业增加值同比增长8.6%，数字产品制造业增加值增长9.1%，均明显快于规模以上工业增速；新 能源汽车、太阳能电池产量分别增长31.7%和27.8%，保持高速增长。数据充分印证，我国正处在产业升级发展的关键期，高端制造、数字经济、新能源产 业等新动能持续壮大，有力促进了产业转型、经济平稳运行。 消费亮点纷呈，装扮美好生活。在消费品以旧换新政策、网售促销等因素影响下，市场销售增长加快。5月份，社会消费品零售总额同比增长6.4%，增速比 上月加快1.3个百分点。消费增长加快，尤其是服务消费扩大，对相关服务业的拉动作用也在显现。"五一""端午"假期居民旅游出行明显增多，各地积极探 索文旅消费新模式，以多元化供给为扩大消费注入新动力，文旅休闲、出行服务、聚会就餐等消费较快增长。从未来发展看，直播带货、即时零售等消费新 业态日益成熟，银发经济、首发经济、低空经济等快速发展， ...

人民网曼谷6月14日电 （记者孙广勇）6月11日至13日，第二届侨交会（曼谷）智能科技展在泰国 曼谷蒙通他尼国际会展中心举办。本届展会聚焦智能制造、绿色能源、数字基建等领域，汇聚了来自中 泰两国的优质企业，展前吸引超3000多名观众预登记，大量泰国本地及周边国家的专业买家与行业人士 参展，为中企出海东南亚注入新动能。 近年来，泰国持续加快绿色能源与数字基础设施建设步伐，在完善相关政策机制的基础上，积极推 动太阳能、储能、电动车、智慧城市等重点产业发展，相关政策不断完善，市场潜力持续释放。围绕这 一趋势，本届展会在智能科技展基础上，首次增设"全球绿色与数字基建博览会"与"中国消费品品牌出 海博览会"两个子品牌，前者聚焦绿色科技与基础设施合作，后者聚焦中国优质消费品在东南亚市场的 落地机遇，进一步增强了展会内容与泰国国家发展方向的契合度，为中泰企业在绿色转型与数字经济领 域搭建了更具针对性的合作平台。 其中在展会特设的出海服务专区中，通过产能合作专区、法律财税服务、金融物流服务、海外华商 资源网络登记处的设立全链条破解企业出海痛点。展会期间，该专区为超130家企业提供咨询服务，其 中28%的企业咨询投资设立厂线相 ...

今年夏季，全球太阳能发电量有望历史性超过核电。随着全球储能等灵活性电源技术的快速发展，太阳 能发电在夏季高峰期的利用率将持续提升，进一步削弱对化石燃料的依赖。 国际能源环境智库Ember发布最新研究显示，全球太阳能产业正迅速发展，或将迎来新一个里程碑。预 计今年夏季(6至8月)，全球太阳能发电量合计将达到780亿千瓦时，同比增长约30%，第一次季节性超越 核电等其他清洁能源电力。 中国在全球太阳能崛起中贡献了决定性力量。2024年，中国新增太阳能装机规模占全球的53%。更重要 的是，中国清洁能源电力(包括太阳能)的增长，满足了当年全球电力需求增量的81%。 核电发展形势发生变化 福布斯新闻网撰文称，长期以来，核电一直是低碳发电的基石。据国际能源署数据，2018年，全球核电 发电量达2700亿千瓦时，占所有发电量的10%，而美国和欧洲国家等发达经济体则依靠核电满足其近 18%的电力需求。 不过，这一形势正在发生变化。波士顿大学全球可持续发展研究所开展了一项研究，分析了83个国家、 662个能源发电项目数据，时间跨越1936年至2024年。结果显示，核电站的成本超支和延误率最高，平 均建设成本超过估计值102.5 ...

Core Viewpoint - The European Energy Exchange (EEX) reports that Germany's solar power generation has reached a record high of 49.224 gigawatts [1] Group 1 - Germany's solar power generation has achieved a new record of 49.224 gigawatts, indicating significant growth in renewable energy capacity [1]

Core Viewpoint - The Japanese government's 2024 Energy White Paper emphasizes the need to advance nuclear and solar energy technologies to ensure stable energy supply while addressing decarbonization [1] Group 1: Energy Policy Context - The document highlights the vulnerabilities in Japan's energy supply stability, exacerbated by the prolonged tensions in Ukraine and changes in U.S. energy policy under the Trump administration [1] Group 2: Energy Technology Focus - The White Paper advocates for the promotion of next-generation technologies, specifically nuclear and solar power generation, to balance the goals of decarbonization and stable energy supply [1]

Core Viewpoint - The tax authorities in Xining Economic and Technological Development Zone are implementing a series of service measures to support the development of small and medium-sized enterprises (SMEs), focusing on their urgent needs and challenges, thereby contributing to high-quality economic development [1] Group 1: Precision Guidance - The Dongchuan Industrial Park Tax Bureau collaborates with technology and industry departments to create a directory of technology enterprises, providing targeted tax policy guidance and support to resolve application issues [2] - Qinghai Nord New Materials Co., Ltd., recognized as a "specialized and innovative" SME, has significantly increased its production of ultra-thin lithium battery foil, benefiting from tax incentives totaling 47.83 million yuan for R&D expenses [2] Group 2: Quality Service - The Nanchuan Industrial Park Tax Bureau has established a cross-departmental collaboration mechanism to optimize government services, focusing on simplifying processes and expediting export tax refund procedures [3] - The implementation of a unified electronic tax system allows for quick processing of export tax refunds and R&D expense deductions, alleviating cash flow pressures for enterprises [3] Group 3: Collaborative Governance - The Biotech Industrial Park Tax Bureau has initiated a "face-to-face tax enterprise compliance promotion" action, engaging over 110 enterprise representatives to discuss VAT policies and R&D investment challenges [4] - Kingke Tibetan Medicine Co., Ltd. has benefited from precise policy guidance, receiving 10.15 million yuan in R&D expense deductions and 11.43 million yuan in tax reductions, which are reinvested into new drug development [5] Group 4: Compliance Management - The tax authorities in Xining are actively guiding enterprises to comply with tax laws and regulations, conducting on-site assessments to identify and address potential tax risks [7] - The Ganhua Industrial Zone Tax Bureau provides personalized services to help enterprises conduct self-assessments of tax risks, ensuring compliance in their operations [7]

Core Viewpoint - JinkoSolar has released a white paper showcasing the cost-reduction advantages of TOPCon technology, emphasizing its efficiency improvements and cost-saving potential in high-temperature and high-irradiation environments [1] Group 1: Technology and Cost Efficiency - The TOPCon technology enhances power generation efficiency and reduces costs through material minimization [1] - In desert-like high-temperature and high-irradiation environments, the TigerNeo module can reduce system initial investment and operational costs, lowering overall LCOE [1] - The white paper indicates that in such environments, the BOS cost per watt for the TigerNeo module decreases by 0.048 yuan, and the levelized cost of electricity (LCOE) for a 100MW power plant using this module drops by 4.73% [1] Group 2: Performance Metrics - The TigerNeo bifacial module has a bifaciality rate of 85%, surpassing the 55-65% of P-type BC modules [1] - The back-side generation contributes to a 3-5% increase in energy output over the module's lifecycle, enhancing system IRR [1] - The first-year degradation rate is less than 1%, ensuring stable output, and the TigerNeo 3.0 module has a power output of 670W [1] Group 3: Operational Cost Reduction - The white paper notes that the TigerNeo module's innovative design and structural optimization lead to reduced maintenance frequency in desert and tidal flat areas [1] - In high operational cost regions like the Middle East and North Africa, annual maintenance expenses for power plants are expected to decrease by 5-10%, further enhancing LCOE advantages [1] Group 4: Future Efficiency Potential - The current mass production efficiency of Jinko's TOPCon cells is 26.5%, with potential to achieve theoretical efficiencies above 32.5% through the integration of technologies like hidden busbars, providing further room for LCOE reduction [1] - JinkoSolar's Vice President, Qian Jing, stated that the essence of competition in the photovoltaic industry is cost, which relies on technology [1] - The company is accelerating the iteration of high-efficiency production capacity, with TOPCon modules increasing from 640W to 670W, and expects that by mid-next year, 50% of its production capacity will exceed 650W [1]

2025 年 06 月 13 日 工业硅：以空配思路为主 多晶硅：现货弱势，盘面具下行驱动 张 航 投资咨询从业资格号：Z0018008 zhanghang2@gtht.com 【基本面跟踪】 工业硅、多晶硅基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-22 | | --- | --- | --- | --- | --- | --- | --- | | | | Si2507收盘价（元/吨） Si2507成交量（手） | 7,455 309,628 | -105 -190,329 | 320 -108,217 | -865 60,563 | | | | Si2507持仓量（手） | 121,504 | -25,532 | -62,461 | -50,121 | | 工业硅、多晶硅期货市场 | | PS2507收盘价（元/吨） | 33,585 | -670 | -955 | - | | | | PS2507成交量（手） | 65,591 | -14,270 | -61,838 | - | | | | PS2507持仓量（手） | 61,698 | 1,499 | -4,104 | - ...

Weekly Options Countdown subscribers just notched a quick, sizable profit with our weekly First Solar Inc (NASDAQ:FSLR) 6/6 59.50-strike call recommendation. In fact,  they quadrupled their investment in less than one week.When traders received this commentary on Sunday, June 1, the solar stock had pulled back to its 20-day moving average after surging 60% in eight sessions. The shares were getting bought off, and had potential to start a nice uptrend, as sellers appeared ready to clear and looked for a mov ...