Core Viewpoint - The innovation team from Chinese enterprises and universities has developed a coating technology for perovskite solar cell materials, achieving stable mass production of square meter-level perovskite modules, marking a significant transition from laboratory research to large-scale application [1] Group 1 - The research results were published in the journal "Science" on May 22 [1]

Core Insights - A group of companies, including Zhejiang Aisxu Solar Technology Co., Ltd., Guangdong Aisxu Technology Co., Ltd., Tianjin Aisxu Solar Technology Co., Ltd., Zhuhai Fushan Aisxu Solar Technology Co., Ltd., and Chuzhou Aisxu Solar Technology Co., Ltd., have obtained a patent for solar cell technology, specifically for "solar cells, TOPCon cells, photovoltaic modules, and stacked cells" [1] Company Summaries - **Zhejiang Aisxu Solar Technology Co., Ltd.**: Established in 2016, located in Jinhua City, with a registered capital of 5.69 billion RMB. The company has invested in 10 enterprises, participated in 121 bidding projects, and holds 1,786 patent records [2] - **Guangdong Aisxu Technology Co., Ltd.**: Founded in 2009, based in Foshan City, with a registered capital of 2.82 billion RMB. The company has invested in 1 enterprise, participated in 8 bidding projects, and has 1,686 patent records [2] - **Tianjin Aisxu Solar Technology Co., Ltd.**: Established in 2018, located in Tianjin City, with a registered capital of 1.3 billion RMB. The company has invested in 1 enterprise, participated in 22 bidding projects, and holds 1,113 patent records [2] - **Zhuhai Fushan Aisxu Solar Technology Co., Ltd.**: Founded in 2021, based in Zhuhai City, with a registered capital of 4.5 billion RMB. The company has participated in 84 bidding projects and holds 951 patent records [3] - **Chuzhou Aisxu Solar Technology Co., Ltd.**: Established in 2024, located in Chuzhou City, with a registered capital of 500 million RMB. The company has participated in 2 bidding projects and holds 117 patent records [3]

光伏板块突然暴跌。 当地时间5月22日（周四），随着美国国债抛售暂时歇息，美股试图反弹走高，但尾盘一波跳水后，美股涨幅收窄。截至收盘，道琼斯工业指数基本持 平，标普500指数跌0.04%，纳斯达克指数涨0.28%。 | 道琼斯指数 | | 41859.09 | -0.00% | | --- | --- | --- | --- | | .DJI | | | | | 标普500指数 | A 14 1 | 5842.01 | -0.04% | | .SPX | | | | | 纳斯达克综合指数 | New You | 18925.73 | +0.28% | | .IXIC | | | | 欧洲股市方面，德国DAX指数跌0.51%，法国CAC40指数跌0.58%，英国富时100指数跌0.54%。 美股光伏板块暴跌 标普全球最新公布的数据显示，2025年5月美国制造业PMI初值升至52.3，创下3个月新高，远超市场预期的50.1，也高于前值50.2。这是自2022年6月以来 制造业商业活动最显著的改善，显示美国制造业在经历两个月的收缩后重新恢复扩张。 此次反弹不仅反映出制造业产出回升，还显示新订单增速达到过去15个月以 ...

光伏板块突然暴跌。 当地时间5月22日（周四），随着美国国债抛售暂时歇息，美股试图反弹走高，但尾盘一波跳水后，美股涨幅收窄。 截至收盘 ， 道琼斯工业指数 基本持平，标普 500 指数跌 0.04% ， 纳斯达克指数 涨 0.28% 。 欧洲股市方面，德国DAX指数跌0.51%，法国CAC40指数跌0.58%，英国富时100指数跌0.54%。 | | 1.00 | 5 1 | | --- | --- | --- | | 11 | 4 N | 1 | 美股光伏板块暴跌 大型科技股多数上涨，其中，苹果跌0.36%、微软涨0.51%、亚马逊涨0.98%、英伟达涨0.78%、谷歌A涨1.37%、特斯拉涨1.92%、Meta涨0.17%。 值得注意的是，由于美国众议院通过的"美丽大法案"显著削减绿色能源补贴，美国屋顶太阳能公司Sunrun周四跌超37%；设备供应商SolarEdge Technologies跌 24.67%，Enphase Energy跌19.63%。另外Maxeon太阳能技术跌9.42%，NextEra能源跌约6%。 | F9 | 前复权 叠加 | 画线 | 工員 > | SUNRUN | | RUN ...

Group 1: Market Reaction - The solar sector is facing challenges following the U.S. House's passage of a bill aimed at lowering taxes and increasing military spending, which may lead to the termination of several green-energy subsidies [1] - Enphase Energy Inc (NASDAQ:ENPH) stock has dropped 14.9%, trading at $40.24, marking a more than four-year low and the largest single-day percentage loss since April 2023, with a year-to-date decline of over 42% [1] - First Solar Inc (NASDAQ:FSLR) shares are down 4% to $156.82, extending a 38.2% year-over-year deficit and facing its fifth loss in the last six sessions after failing to surpass the $200 level [3] Group 2: Trading Activity - Options trading for ENPH has surged, with 38,000 calls and 37,000 puts traded, which is four times the typical volume, with the July 50 call being the most popular contract [2] - Short interest in FSLR has increased by 22.6% over the past two reporting periods, with 11.03 million shares sold short, representing 10.9% of the stock's available float [4]

美股太阳能板块走低，Sunrun(RUN.O)跌40%，SolarEdge跌25%，First Solar跌5%。 ...

证券代码：000591 证券简称：太阳能 公司专注于太阳能综合应用，致力于光伏电站、光伏制造两大 主营业务。2024 年公司实现营业收入 60.39 亿元，归属于上市公司 股东的净利润 12.25 亿元，截至 2024 年 12 月底，公司总资产为 489.84 亿元。其中，光伏电站板块销售收入 43.33 亿元，占公司总 收入的 71.75%，太阳能产品销售收入 16.82 亿元，占公司总收入的 27.85%。2024 年，公司运营电站约 6.076GW、在建电站约 2.081GW， 公司运营电站规模较 2023 年度增加 1.402GW。 2、光伏装机量的增速预期？ 答： 2025 年末，公司投运、在建、拟建电站及签署预收购协议的电 站总规模力争超过 13.6 吉瓦。 3、公司 2024 年利用小时数情况如何？ 答： 中节能太阳能股份有限公司 投资者关系活动记录表 编号：2025-06 | | ☑特定对象调研 □分析师会议 | | | | | --- | --- | --- | --- | --- | | 投 资 者 关 系 活 动 类 | □媒体采访 □业绩说明会 | | | | | 别 | □新闻发布 ...

Core Viewpoint - The UK government aims to nearly double solar power generation by 2030, but concerns arise over reliance on Chinese suppliers, especially after reports of hidden components in solar inverters that could pose security risks to the grid [3][12]. Industry Overview - The UK imports over 40% of its solar panels from China, with Chinese companies controlling 79% of polysilicon production, 97% of wafer production, 85% of solar cell production, and 75% of module production globally [6][8]. - Chinese firms dominate the inverter market, accounting for about two-thirds of global shipments and approximately 60% of the UK market, with Huawei and Sungrow being the largest players [8][9]. Security Concerns - Reports of secret components in Chinese-made inverters raise alarms about potential vulnerabilities in the power grid, with experts warning that coordinated shutdowns could lead to widespread blackouts [3][12]. - The European Solar Manufacturing Council states that over 200 GW of solar capacity in Europe relies on Chinese inverters, which could be exploited for large-scale power outages [12][13]. Political Reactions - UK politicians are calling for investigations into the risks posed by Chinese solar inverters, with some urging a pause on clean energy initiatives until safety is assured [13]. - The UK government maintains that national security is a priority and that the energy sector is under rigorous scrutiny [13]. Economic Implications - The competitive pricing of Chinese solar products, often sold below production costs, has raised concerns about dumping practices that threaten Western manufacturers [9][12]. - Transitioning away from Chinese suppliers could incur significant costs, as seen in the telecom sector with Huawei, which has led to billions in additional expenses for operators and consumers [13].

该研究拓展了外围基团的功能特性，并为解决有机光伏的效率瓶颈-非辐射能量损失过高提供参考。 近期，相关研究成果发表在《能源与环境科学》(Energy&Environmental Science)上。研究工作得到国家 自然科学基金委员会、中国科学院等的支持。 为明确描述分子外围强电子效应的功能特性，该团队引入具有强电负性的苯并三氮唑(BTz)进行外围功 能调控，并基于一锅法得到两类苯并三氮唑异构体。研究证实了，外围基团对分子堆积、给受体相互作 用及共混形貌的多重影响，并揭示了外围缺电子基团通过分子内相互作用诱导主骨架电子云分布重排， 进而调控异质结能量景貌及非辐射能量损失的作用机制。研究发现，由于非辐射能量损失的差异，两类 外悬异构化的受体分子YBTz-1和YBTz-2表现出明显不同的光伏性能，分别达14.7%和19.1%。同时， YBTz-2受体的低非辐射能损特性使其在多组分器件中具有良好应用。研究表明，将YBTz-2进行掺杂 后，YBTz-2可在保持开路电压基本不变的前提下，改善三组分异质结的纳米形貌，并提高器件短路电 流密度和填充因子，实现19.9%的高转换效率。 进一步，研究揭示，外围功能基团介导的受体结 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 专题：对话ESG全球领导者 新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市公司传播ESG理念，提升ESG可持续发展表现。点击 查看【 ESG评级中心服务手册】 文 | 新浪财经ESG评级中心 李欣然 在全球应对气候变化与追求经济发展的双重挑战下，如何实现两者的协同共进已成为各国亟需解决的核心议题。当前可持续发展面临哪些现实困境？如何重 构经济增长范式、重塑商业格局以及强化全球协作以推进可持续发展进程？为此，新浪财经对话了剑桥大学可持续领导力学院（Cambridge Institute for Sustainability Leadership，以下简称CISL）CEO Lindsay Hooper，探讨企业转型、政策制定和国际合作，以及如何在动荡时代实现可持续领导力。 Hooper指出，气候变化与经济发展并非对立关系，而是需要重新定义"增长"的内涵，将市场机制引导至更具韧性、创新性和低碳的经济模式。她认为，各国 应通过碳定价、清洁能源投资等政策推动经济转型，加速电气化进程、提升能源效率，并充分重视自然资本的价值。尽管部分 ...