第三届钙钛矿材料与器件产业发展论坛 5月23日-24日 江苏 · 苏州香格里拉大酒店 主办单位 苏州大学 武汉九曜光电科技有限公司 大会主席 叶继春 中科院宁波材料所光电信息材料与器件实验室主任，研究员 陈 炜 中国科学院 宁波材料技术与工程研究所 光电信息材料与器件实验室 华中科技大学武汉光电国家研究中心 DT新材料 华中科技大学教授，武汉九曜光电科技有限公司创始人 协办单位 赞助及鸣谢单位 （排名不分先后） 合作媒体 DT新材料、DT半导体、 海洋清洁能源资讯、Carbontech、夯邦、洞见热管理、DT新能源、钙钛矿 光伏前沿、知光谷、钙钛矿材料与器件、钙钛矿坊、钙钛矿人、钙钛矿材料与应用、钙钛矿视界、柔 性钙钛矿光伏进展、清新电源、钙钛矿与opv薄膜太阳能、钙钛矿电池稳定性、 晶硅电池学习笔记、 超锂氢伏 注册签到 昆山协鑫光电材料有限公司 通威太阳能（成都）有限公司 脉络能源科技有限公司 莱茵检测认证服务（中国）有限公司 苏州尚柔新能源有限公司 正泰新能科技股份有限公司 合肥京东方光能科技有限公司 大正微纳科技有限公司 苏州市鸿正智能科技有限公司 九江市柔烁光电科技有限公司 上海复享光学股份有限公司 ...

以下文章来源于DT钙钛矿 ，作者DT新材料 DT钙钛矿 . 解析钙钛矿全球产业布局、资本风向与科研突破，把握产研脉络 由 中国科学院宁波材料技术与工程研究所光电信息材料与器件实验室 、 华中科技大学武汉光电国家 研究中心 联合 DT新材料主办 ， 苏州大学 、 武汉九曜光电科技有限公司 联合协办 的 第三届钙钛矿 材料与器件产业发展论坛 即将于5月23-24日在苏州召开。 本届论坛将聚焦 柔性钙钛矿光伏 、 钙钛矿叠层 ，以及基于柔性钙钛矿技术延伸的 智能物联、可穿 戴设备等室内弱光应用场景 。论坛邀请了 叶继春、陈炜、周欢萍、徐雪青、王睿、胡笑添、钟宇飞 等知名专家学者，以及 协鑫、通威、正泰、脉络能源、尚柔新能源、大正微纳、柔烁光电 等柔性领域 新兴生产力企业，和一批领先的刚性钙钛矿组件企业。同时， 德国莱茵TÜV 也将出席并发表主旨报 告，全面呈现前沿技术与产业趋势。 欢迎报名交流，加速钙钛矿迈向未来 【DT新材料】 获悉，在柔性钙钛矿的时代图景中，未来已来。它正悄然嵌入城市与生活的边缘场景： 在迪拜世博会，"能源树"装置利用波浪形组件随 光照自动变形，发电效率提升逾12%；在上海，柔性组件以粘贴方式覆 ...

琏升科技股份有限公司 投资者关系活动记录表 证券代码：300051 证券简称：琏升科技 编号：2025-001 | | 能够实现量产？ | | --- | --- | | | 答:尊敬的投资者，您好！公司高度重视新技术开发，目前公 | | | 司研发的HJT/钙钛矿叠层太阳能电池，经过国家太阳能光伏产品质 | | | 量检验检测中心认证，转换效率达到32.99%。后续公司将积极推进 | | | 该技术进一步的研发，直至量产。感谢您的关注！ | | | 4.子公司天津琏升、眉山琏升亏损的原因是什么 | | | 答:尊敬的投资者，您好！公司子公司天津琏升、眉山琏升亏 | | | 损，主要系晶硅异质结太阳能电池项目受光伏行业周期性影响，产 | | | 品价格下滑，产能利用率不足所致。公司管理层将深化精益管理， | | | 增强核心竞争力，提升经营业绩。感谢您的关注！ | | | 5.靶材无铟化技术是不是已经应用到量产线上了 | | | 答:尊敬的投资者，您好！公司无铟靶材技术已完成量产技术 | | | 开发，相关产品已通过可靠性验证，并于2024年批量出货。感谢您 | | | 的关注！ | | | 6.去年营业收入 ...

由 中国科学院宁波材料技术与工程研究所光电信息材料与器件实验室 、 华中科技大学武汉光电国家 研究中心 联合 DT新材料主办 ， 苏州大学 、 武汉九曜光电科技有限公司 联合协办 的 第三届钙钛矿 材料与器件产业发展论坛 即将于5月23-24日在苏州召开。 本届论坛将聚焦 柔性钙钛矿光伏 、 钙钛矿叠层 ，以及基于柔性钙钛矿技术延伸的 智能物联、可穿 戴设备等室内弱光应用场景 。论坛邀请了 叶继春、陈炜、周欢萍、徐雪青、王睿、胡笑添、钟宇飞 等知名专家学者，以及 协鑫、通威、光因、正泰、脉络能源、尚柔新能源、大正微纳、柔烁光电 等柔 性领域新兴生产力企业，和一批领先的刚性钙钛矿组件企业。同时， 德国莱茵TÜV 也将出席并发表主 旨报告，全面呈现前沿技术与产业趋势。 在 可穿戴电子、智能终端、建筑一体化 等新兴应用场景日益活跃的当下， 柔性可印刷光伏器件 被 视为构建下一代能源-结构融合系统的关键技术。但在工程实践中， 材料脆性、界面不稳定、印刷 一致性差与柔性透明电极选择受限 ，成为制约其商业化进程的核心瓶颈。 为此， 论坛特别邀请 南昌大学教授 / 柔烁光电技术总监 胡笑添 出席本次大会，并带来主题报告： ...

T1 Energy (FREY) Q1 2025 Earnings Call May 15, 2025 08:00 AM ET Company Participants Jeffrey Spittel - EVP - IR & Corporate DevelopmentDaniel Barcelo - CEO & Chairman of The BoardEvan Calio - CFORobert Gibbons - EVP - Strategic PartnershipsGregory Lewis - Managing Director Operator Good day, and thank you for standing by. Welcome to the T1 Energy's First Quarter twenty twenty five Earnings Conference Call. At this time, participants are in a listen only mode. After the speakers' presentation, there will be ...

Core Viewpoint - The company, Shanghai Aiyu New Energy Co., Ltd., has provided a joint liability guarantee of 1.5 billion yuan for its subsidiary, Zhuhai Fushan Aiyu Solar Technology Co., Ltd., as part of a comprehensive credit facility with Bohai Bank [1][2]. Summary by Sections 1. Overview of Guarantee Situation - The company signed a "Maximum Guarantee Agreement" with Bohai Bank for a total guarantee of 1.5 billion yuan for Zhuhai Aiyu's credit business [2]. - The total amount of guarantees provided by the company and its subsidiaries has reached 26.012 billion yuan, which is within the authorized limit of 43.8 billion yuan set at the 2023 annual shareholders' meeting [2][3]. 2. Main Content of Guarantee Contract - The creditor is Bohai Bank, and the debtor is Zhuhai Fushan Aiyu Solar Technology Co., Ltd. The company acts as the guarantor [2]. - The guarantee covers various financial obligations, including principal, interest, penalties, and other fees related to the debt [2]. 3. Necessity and Reasonableness of Guarantee - The guarantee is deemed a reasonable business operation aligned with the company's overall development needs, as the subsidiary is stable and the risks are controllable [3]. - This guarantee is not expected to affect the company's ongoing operational capabilities or harm the interests of the company and its shareholders [3]. 4. Board of Directors' Opinion - The board and supervisory committee approved the guarantee and confirmed that the total guarantees remain within the authorized limit, thus no further approval is required [3][4]. 5. Total External Guarantees and Overdue Guarantees - As of the announcement date, the total external guarantees exceed 731.84% of the company's latest audited net assets, with actual debt under these guarantees amounting to 15.676 billion yuan [4]. - There are no overdue guarantees reported by the company or its subsidiaries [4].

Group 1 - The company, Qingdao Gaoce Technology Co., Ltd., is making an investment in Jiangsu Runyang New Energy Technology Co., Ltd. by converting a debt of 100 million RMB into equity, resulting in a 1.0817% ownership stake post-conversion [2][4][10] - The investment is based on a long-term cooperative relationship with Runyang and aims to facilitate settlement and improve financial structure [4][24] - The total valuation of Runyang prior to the debt-to-equity conversion is set at 8 billion RMB, with an increase in registered capital from 450 million RMB to approximately 520 million RMB post-investment [10][12] Group 2 - The investment agreement includes provisions for compensation or buyback in case the investment does not yield expected returns, ensuring protection for the company's interests [16][18] - The company has received board approval for the transaction, which does not constitute a major asset restructuring as per regulatory definitions [5][24] - The investment is expected to mitigate customer debt issues and enhance collaboration with clients, thereby reducing bad debt risks [24]

Financial Data and Key Metrics Changes - First Solar achieved record net sales of $4.2 billion for the year 2024, marking a year-on-year increase of 2755% [33] - The company reported a full year diluted EPS of $12.02, reflecting significant growth compared to previous years [33] - As of the end of 2024, First Solar had a net cash balance of $1.2 billion [33] - For Q1 2025, the company reported a diluted EPS of $1.95 and ended the quarter with a gross cash balance of $900 million and a net cash balance of $400 million [34] Business Line Data and Key Metrics Changes - In 2024, First Solar secured net bookings of 4.4 gigawatts and set a new sales record of 14.1 gigawatts of volume sold [31] - The company produced a total of 15.5 gigawatts in 2024, consisting of 9.6 gigawatts of Series six modules and 5.9 gigawatts of Series seven modules [31] - For Q1 2025, First Solar produced 4 gigawatts, comprised of 2 gigawatts of Series six and 2 gigawatts of Series seven modules [34] Market Data and Key Metrics Changes - The U.S. is projected to require 128 gigawatts of new capacity by 2029 to meet high summer peak demand [22] - Solar energy is positioned to play a significant role in the near-term energy solution mix due to its low cost and rapid deployment compared to other energy sources [24] Company Strategy and Development Direction - First Solar's growth strategy focuses on three core pillars: enhancing core single junction cad tel semiconductor technology, advancing next-generation thin film semiconductors, and developing a next-generation Tandem device [25][26] - The company emphasizes responsible solar practices, highlighting its resource efficiency and vertically integrated manufacturing operations [28] - First Solar is committed to providing global in-house PV module recycling services, marking twenty years of recycling in the industry [29] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of solar energy in preventing energy price-related inflation and maintaining economic competitiveness [24] - The company is optimistic about its leadership in thin film technology and manufacturing, positioning itself well for future commercialization and scaling of perovskite-based thin film semiconductors [27] Other Important Information - The company has made significant advancements in its technology roadmap, including the commissioning of a new R&D innovation center in Ohio [31] - First Solar's manufacturing capacity increased to approximately 21 gigawatts by the end of 2024, driven by new facilities and optimization efforts [32] Q&A Session Summary - No questions were submitted by stockholders during the Q&A session [35]

智通财经APP获悉，周二，第一太阳能公司(FSLR.US)股价大幅飙升，收涨22.66%，在标普500指数成 分股涨幅榜中位居榜首。Wolfe Research将其股票评级从"与行业持平"上调至"跑赢大盘"，目标价定为 221美元。Wolfe指出，此次评级上调是因为45X税收抵免政策的不确定性得到明显改善，是自2024年初 选举年政治因素介入以来首次。 弗莱什曼还补充道，共和党对该法案的支持，以及法案重申45X税收抵免政策，都表明这项政策不会轻 易被废除。而且，预计该政策在众议院和参议院全体投票中还将获得更有力的支持。 尽管法案缩短了45X税收抵免政策一年的实施期限，但弗莱什曼表示，第一太阳能公司仍有望从该政策 中获利100亿美元，约合每股92美元。作为美国本土唯一具备规模的太阳能组件制造商，该公司的国内 市场优势依旧稳固，其生产并不依赖电池或硅片等国外零部件。 弗莱什曼还指出，众议院共和党法案中对"受关注外国实体"的限制规定颇为严格。这进一步释放出信 号，即海外制造商想要在美国市场参与竞争将面临巨大挑战，而这无疑将进一步巩固第一太阳能公司的 竞争优势。 美国众议院筹款委员会提出的法案将45X税收抵免政策的实 ...

太阳能 爱旭股份（600732.SH） 买入-B(维持) 事件：4 月 30 日，公司披露 2024 年年报及 2025 年一季报，2024 年公 司实现营业收入 111.6 亿元，同比下降 58.9%，归母净利润亏损 53.2 亿元。 25Q1 公司实现营业收入 41.4 亿元，同比增长 64.5%，归母净利润亏损 3.0 亿元，毛利率 0.53%，环比上升 13.46pct，超市场预期。 公司近一年市场表现 | 年 月 市场数据：2025 5 | 日 12 | | | --- | --- | --- | | 收盘价（元）： | | 11.36 | | 年内最高/最低（元）： | | 17.18/7.36 | | 流通A股/总股本（亿）： | | 15.98/18.28 | | 流通 A 股市值（亿）： | | 181.58 | | 总市值（亿）： | | 207.62 | | 年 基础数据：2025 | 月 3 | 日 31 | | | --- | --- | --- | --- | | 基本每股收益(元)： | | | -0.16 | | 摊薄每股收益(元)： | | | -0.16 | | 每股净资产 ...