明冠新材发布业绩快报，2025年度实现营业总收入7.2亿元，同比下降16.70%；净亏损1.38亿元，上年 同期净亏损6707.73万元。报告期内，太阳能电池背板业务受市场需求收缩影响，出货量下降较大；太 阳能封装胶膜业务则因产业链供给端竞争加剧，产销量同比略有增长但价格持续下行，导致营业收入同 比下降16.70%。 ...

《科创板日报》27日讯，《科学》（Science）在线发表了武汉大学物理科学与技术学院教授王植 平课题组在高效、稳定钙钛矿太阳能电池领域取得的最新研究成果。该论文提出一种"原子尺度界面键 合"技术，采用原子层沉积工艺，在电池内部关键界面引入可调控的氧化铪（HfOx）中间层，从原子尺 度上同步稳定空穴与电子传输界面，成功解决了长期制约钙钛矿太阳能电池发展的效率与稳定性难以协 同提升的难题。基于该技术制备的p-i-n型钙钛矿太阳能电池获得了27.1%的功率转换效率（第三方认证 效率 26.6%），并在85°C、持续1个太阳光照条件下运行超过5000小时后，仍能保持初始效率90%以上 的性能，其高温工作寿命（T90）达到对照器件的25倍。 ...

Group 1 - Huang Yanming, the director of Dongfang Securities Research Institute, stated that the next investment focus in A-shares will be on mid-cap blue chips, moving away from the previous high-growth tech and high-dividend strategies [1] - The investment focus will be on three main areas: globally priced cyclical goods such as chemicals, non-ferrous metals, agricultural products, and global shipping; manufacturing sectors related to technology and national strength enhancement, including military industry, robotics, and new energy; and technology sectors related to large model performance realization [1] Group 2 - The International Institute of Finance reported that global debt has surged to a record $348 trillion, increasing by nearly $29 trillion, marking the fastest growth since the onset of the COVID-19 pandemic [2] - Government debt in countries like the United States and the Eurozone exceeds $10 trillion [2] Group 3 - Several lithium mining companies expect Zimbabwe's lithium ore exports to resume within one month after a temporary suspension [3] - Companies like Zhongmin Resources and Yahua Group are preparing to submit supplementary materials for export applications, indicating that the ban is expected to be lifted soon [3] Group 4 - Overseas tech companies are increasingly turning to loans backed by chips, particularly GPUs, to fund their substantial AI investments, with Moody's beginning to rate GPU-backed debt [4] - NAND flash memory prices are rising due to ongoing shortages, prompting major manufacturers like Phison to require advance payments from customers [4] Group 5 - The Chinese smartphone industry is set to experience a comprehensive price increase starting in March 2026, with new models expected to rise by at least 1,000 yuan [5] - Major brands such as OPPO, OnePlus, Vivo, iQOO, Xiaomi, and Honor are likely to raise prices for older models as well, marking a historic trend of simultaneous price hikes across all categories and brands [5] Group 6 - CCD cameras, once common, have seen a resurgence in popularity, with prices for certain models skyrocketing in the second-hand market [6] - Young consumers are driving this trend, primarily for the aesthetic quality of the images produced by these cameras [6] Group 7 - Baidu Group reported a total revenue of 32.7 billion yuan for Q4 2025, reflecting a year-on-year growth of 5% [7] - The net profit attributable to Baidu was 1.8 billion yuan, with a net profit margin of 5% [7] Group 8 - ByteDance's valuation is reportedly around $550 billion, as investment firm General Atlantic is selling part of its stake [8] - This valuation places ByteDance between Tencent and Alibaba in terms of market capitalization [8] Group 9 - New Hope Liuhe announced a cash investment of 74.87 million yuan to acquire a 70% stake in Luochuan Lingxian Company [9] - The investment will be used for both purchasing shares and increasing capital for the company [9] Group 10 - Aokema plans to acquire a 45% stake in its subsidiary Qingdao Aokema Smart Industry Co., Ltd. for 253 million yuan, aiming for full ownership [10] - The transaction is part of a strategy to consolidate control over its subsidiary [10]

根据调研数据，本周行业整体开工率较节前暂时未见明显波动，其中两家一线企业开工率分别为46%和 45%，一体化企业开工率维持在50%–60%之间，其余企业开工率处于50%–70%区间。 本周硅片市场交易清淡，价格总体呈现小幅下行趋势。受春节假期硅片企业连续生产及物流运输效率下降影 响，硅片库存水平出现一定程度的攀升。与此同时，节后终端装机需求仍显疲软，叠加电池片环节复产进度 迟缓，硅片实际需求复苏不及预期，导致下游采购意愿普遍低迷。在上述多重因素共同影响下，市场呈 现"有价无市"态势，部分硅片企业为促进出货采取降价促销策略，价格承压下跌。 | 硅片现货价格(wafer) | | | | | | --- | --- | --- | --- | --- | | 项目 | 最高价 | 最低价 | मश्री | 波动% | | P 型 M10 单晶硅片-182*182 mm /150μm | --- | --- | --- | --- | | N 型 G10L 单晶硅片-182*183.75 mm /130μm | 1.15 | 1.05 | 1.10 | -8.33% | | N 型 G12R 单晶硅片-182*2 ...

美国AXITEC, LLC of Radnor, PA、德国AXITEC Energy GmbH & Co. KG of Germany、美国AXITEC SOLAR, LLC of Newark, Delaware、加拿大Canadian Solar Inc. of Canada、中国江苏CSI Solar Co., Ltd. of China阿特斯阳光电力集团股份有限公司、美国Canadian Solar (USA) Inc. of Walnut Creek, CA、泰国 Canadian Solar Manufacturing (Thailand) Co., Ltd. of Thailand、美国Canadian Solar US Module Manufacturing Corporation of Mesquite, TX、中国香港特别行政区Canadian Solar International Ltd. of Hong Kong、中国河北JA Solar Technology Co., Ltd. of China晶澳太阳能科技股份有限公司、美国JA Solar USA, Inc. of San ...

格隆汇2月26日｜据央视，近日，中国科学院青岛生物能源与过程研究所研究团队在一种新型太阳能电 池材料上，实现了超过15%的光电转换效率，并获得了国际权威机构认证。相关研究成果在国际能源与 材料领域学术期刊《自然·能源》发表。据了解，这项技术的核心材料叫：铜锌锡硫硒太阳能电池（简 称CZTSSe）。其材料来源广泛，主要元素在地壳中储量丰富，不依赖稀有金属，材料成本低；其次溶 液法制备，制备成本低；薄膜电池，材料用量低；另外，该材料还安全环保，不含有毒元素，适合大规 模应用，在复杂环境中依然能保持性能。 ...

提到太阳能电池，很多人首先想到的是屋顶上的深蓝色硅板。但其实，科学家们一直在寻找更便宜、更 环保、原材料更充足的新一代太阳能技术。近日，中国科学院青岛生物能源与过程研究所研究团队在一 种新型太阳能电池材料上，实现了超过15%的光电转换效率，并获得了国际权威机构认证。相关研究成 果在国际能源与材料领域学术期刊《自然·能源》发表。（央视新闻） ...

近日，在《澳大利亚人报》的一档播客节目上，该媒体记者尤尼·巴山分享了他到中国后的最新感受。 他将观察视角集中在了安静的街道和中国发展新能源的坚定决心。 0:00 "我来中国的第一印象是街道非常安静。我在北京的街道上漫步，刚来这里，想适应新环境。因为我知 道，北京是一个非常大的城市，人口和澳大利亚差不多，人都聚集在城市里。我知道这里有很多车，有 非常宽广的高速公路，但我注意到即使是沿着有9、10、11条车道的路走，路上都是人、汽车、公交 车、摩托车，但就是听不到车辆噪音。你能听到的是人们说话声，还能听到鸟儿叽叽喳喳。" "你会很快意识到，中国把大量的精力、注意力以及资金投入风能、太阳能、电池和水电。" "我的另一个观察结果是，从我到这里的很短时间来看，中国政府的风格是'有志者事竟成'，一旦确立 要做的事，就能以极快的速度做成这件事。过去做成了许多事，未来也将非常令人期待。" 来源｜总台环球资讯 责编：张靖雯、王瑞景 记者｜汪一鸣 签审｜杨琼 监制｜蔡耀远 ...

太阳能技术公司第一太阳能盘前股价下跌17%，因第四季度盈利不及预期且全年指引疲软。该公司当季 每股收益4.84美元，低于伦敦证券交易所集团调查分析师预期的5.15美元；营收为16.8亿美元，高于预 期的15.6亿美元。但全年营收指引为49亿至52亿美元，显著低于预期的61.2亿美元。 责任编辑：张俊 SF065 太阳能技术公司第一太阳能盘前股价下跌17%，因第四季度盈利不及预期且全年指引疲软。该公司当季 每股收益4.84美元，低于伦敦证券交易所集团调查分析师预期的5.15美元；营收为16.8亿美元，高于预 期的15.6亿美元。但全年营收指引为49亿至52亿美元，显著低于预期的61.2亿美元。 责任编辑：张俊 SF065 ...

Core Viewpoint - First Solar's stock price dropped over 17% due to significantly lower annual sales forecasts compared to Wall Street expectations, amidst uncertainties in renewable energy and tariff policies in the U.S. [1] Group 1: Company Performance - First Solar expects net sales for 2026 to be in the range of $4.9 billion to $5.2 billion, which is below the average analyst expectation of approximately $6 billion [1] - The company anticipates tariff impacts to be between $125 million and $135 million, which is much higher than market consensus [2] - First Solar's Series 6 solar modules, designed for data centers and utility-scale solar plants, are facing significant demand constraints [3] Group 2: Industry Context - The AI infrastructure boom is expected to significantly increase the demand for renewable energy, with data center electricity demand projected to rise by approximately 220% by 2030 compared to 2023 [2] - Renewable energy, particularly solar and wind, is becoming the preferred choice for new power generation due to decreasing costs, as highlighted by a Morgan Stanley report [4] - Major tech companies like Google and Microsoft are increasingly focused on clean energy to meet their operational needs, with substantial investments planned in renewable energy projects [5][6] Group 3: Market Sentiment - Analysts view First Solar's growth narrative as a "2027 story," indicating that the market is not currently optimistic about the company's near-term growth prospects [1][3] - The current U.S. administration's support for traditional energy sources is creating headwinds for the renewable energy sector, impacting First Solar's growth outlook [1]