Core Viewpoint - The article highlights China's dominant position in the renewable energy sector, particularly in the Philippines, where Chinese companies are winning contracts for wind power projects despite geopolitical tensions with the U.S. [1][4][5] Group 1: China's Competitive Advantage - Chinese clean technology products, such as wind turbines and solar panels, are significantly cheaper than those from Europe and the U.S., making them attractive to countries like the Philippines [1][4] - China holds a leading global position in clean technology manufacturing, producing more solar panels, wind turbines, and electric vehicles than the rest of the world combined, with a 90% market share in key components of the solar supply chain [4][5] Group 2: U.S. Policy Impact - The U.S. has reduced subsidies for renewable energy and imposed high tariffs on solar manufacturers from Southeast Asia, which has inadvertently strengthened China's influence in the region [5][7] - The shift in U.S. policy has led to a perception that the U.S. is no longer a reliable economic and security partner, pushing countries like the Philippines to rely more on China for renewable energy solutions [2][5] Group 3: Philippines' Renewable Energy Goals - The Philippine government aims to increase the share of renewable energy from 22% to 35% by 2035 to ensure energy security amid extreme weather risks [7] - Despite previous concerns over national security regarding Chinese investments, Philippine officials acknowledge the necessity of Chinese suppliers for affordable solar panels and wind turbines [8]

Group 1 - Company announced a share buyback proposal to be submitted for shareholder approval at the upcoming meeting on April 22, 2025 [1] - The top ten unrestricted shareholders hold approximately 1.395 billion shares, accounting for 38.7% of total shares [1] - Major shareholders include China Energy Conservation and Environmental Protection Group with about 940 million shares (26.09%) and China Energy Capital Holdings with approximately 103 million shares (2.86%) [1] Group 2 - The company's market capitalization is currently valued at 16.9 billion yuan [2]

原标题：全有机太阳能电池光电转化效率创新高 日本金泽大学与加拿大女王大学等机构联合研制出一种全有机太阳能电池，其光电转化效率达8.7%， 较此前纪录提升逾一倍。这项发表于最新一期《先进功能材料》的研究，为环保型太阳能电池的实用化 铺平了道路。 然而，这类电池此前始终难破效率困局，其光电转化效率仅为4%，远低于硅基（27%）和钙钛矿 （26%）太阳能电池。造成这一现状的主要有两大技术瓶颈：一是高导电有机电极制备需强酸、强碱或 高温退火，易损伤有机基板薄膜和有机半导体层；二是多层堆叠时溶液工艺会破坏下层结构。 为攻克这些难题，团队创新性地采用"温和工艺"破局。首先，他们开发出基于导电聚合物PEDOT:PSS 的透明电极，这种电极能在80℃的温度下制备，且无需酸或碱。其次，他们首创碳纳米管电极层压技 术，在太阳能电池阻挡膜上分别形成电极，然后将其附着到器件上，避免在电极制造过程中损坏下层有 机膜。这套组合拳使全有机太阳能电池的光电转化效率飙升至8.7%，向高性能全有机太阳能电池的实 用化之路迈出了关键一步。 未来，全有机太阳能电池有望在农田和可穿戴设备等环境敏感领域大显身手，其独有的轻质和柔性特征 也使其能在传统太 ...

Group 1 - The core objective of the tariff war initiated by Trump was to suppress China, but it backfired, damaging the U.S. industries instead [10] - The U.S. reliance on Chinese critical minerals for its clean energy sector was highlighted, showing that tariffs on these minerals harmed American industries [3][5] - The Biden administration's approach to tariffs was more targeted and effective compared to Trump's broad measures, which inadvertently hurt U.S. industries [5][7] Group 2 - The international response to U.S. tariff policies has been one of resistance, with calls for unity against U.S. trade bullying, emphasizing the need to maintain a multilateral trade system [1] - Trump's declining approval ratings and public dissatisfaction with his policies indicate a lack of support for his tariff strategies, which have created uncertainty in global trade [9][10] - The European economy is facing significant threats due to U.S. tariff policies, with officials expressing a desire for negotiations to resolve trade issues [10]

"我们作为异质结技术的先驱， 25 年来持续生产组件。我们在效率和输出功率方面取得了显著进展，并通过新建产线多次扩大产能。但过去 两三年间，太阳能行业发生巨变。组件和电池成本下降，新技术涌现，需要对更大尺寸的电池进行大量前期投资。"他解释道，"因此，我们 决定外包生产，转而专注于产品设计与销售。随着价格持续下跌和技术迭代，组件制造已成为低利润业务，制造商难以持续投入新设备。" 在储能布局方面，2013年，美国Power-One与松下宣布合作开发储能系统以及大型公用事业级与商业光伏逆变器业务。2020年，松下储能 锂电全球市场份额仅次于宁德时代。 （ 来源：经济观察报、综合报道） | 往 | 期 | 回 顾 | | --- | --- | --- | | 01 | ｜ | 楚能新能源下发采购大单！ | | 02 | ｜ | 15亿元储能电芯生产线项目签约云南 | | 03 | ｜ | 璞泰来与博洛雷子公司达成合作 | | 04 | ｜ 举办 | 2025起点轻型动力电池及两轮车换电大会7月10-11日无锡 | 外媒消息，全球电子公司松下宣布，计划关闭其太阳能及储能业务部门。该公司为户用市场生产太阳能组件、逆变器 ...

金融界2025年5月3日消息，国家知识产权局信息显示，浙江爱旭太阳能科技有限公司、珠海富山爱旭太 阳能科技有限公司、滁州爱旭太阳能科技有限公司、山东爱旭太阳能科技有限公司、天津爱旭太阳能科 技有限公司、广东爱旭科技有限公司申请一项名为"钙钛矿/晶硅叠层太阳能电池及其制备方法"的专 利，公开号CN119907395A，申请日期为2025年1月。 山东爱旭太阳能科技有限公司，成立于2023年，位于济南市，是一家以从事电气机械和器材制造业为主 的企业。企业注册资本450000万人民币。通过天眼查大数据分析，山东爱旭太阳能科技有限公司参与招 投标项目19次，专利信息84条，此外企业还拥有行政许可15个。 天津爱旭太阳能科技有限公司，成立于2018年，位于天津市，是一家以从事科技推广和应用服务业为主 的企业。企业注册资本130000万人民币。通过天眼查大数据分析，天津爱旭太阳能科技有限公司共对外 投资了1家企业，参与招投标项目22次，专利信息1081条，此外企业还拥有行政许可153个。 广东爱旭科技有限公司，成立于2009年，位于佛山市，是一家以从事软件和信息技术服务业为主的企 业。企业注册资本282347.488万人 ...

"我们看中了民企在陕西战略性新兴产业发展中的机遇。"陕西中天禹辰航空智能科技有限公司董事 长兼总经理徐祥勇说。该公司落户商洛市，正在打造集无人机研发、生产、培训和算力服务于一体的综 合性基地，填补陕南地区高端无人机规模化生产空白。 民间投资"步调"持续加快，民企撑起"半边天"，吴刚认为主要得益于政策叠加效应释放、营商环境 优化以及民企发展信心提振。 民企深度融入产业链群建设，增厚陕西产业"家底"，加速陕西产业格局重构。"全省装备制造业、 高技术制造业占比提升，民间投资、工业投资快速增长，升级类消费需求旺盛，产业结构转型升级进一 步加快。"省统计局副局长、新闻发言人胡清升说。（记者 杨晓梅） "十四五"以来，陕西落实国家政策、出台多项举措、开展"三个年"活动，从科创培育、投资促进、 金融赋能、助企纾困等维度发力，鼓励、支持民间资本参与重大基础设施和优势产业项目建设，激发民 企活力，壮大民营经济，推进高质量发展。 "航空、军工等高技术产业对民企开放，产业升级需求为民企发展提供了沃土。2020年至2023年， 我们的营收复合增长率达到59.28%。"西安三角防务股份有限公司副总经理王海鹏总结公司发展原因时 说。该公 ...

China Multi-Industry Tariff Impact- Feedback from Appllances, Autos Industrlal Tech Solar Companles (week of Apr 28, 2025 中国多行业 关税影响—一来自家电、汽车、工业科技及太阳能企业的反馈（2025 年 4 月 28 日当周） We have conducted discusslons with select companles In the appllances, autos. Industrlal tech and solar sectors to understand the latest management thoughts on the business outlook following the increase in US tariffs. Detalls inside 我们与家电、汽车、工业科技和太阳能行业的部分企业进行了探讨，以了解管理 层对美国加征关税后业务前景的最新看法，详情如下。 China consumer durables We have Intervlewe ...

Core Viewpoint - A group of companies, including Zhejiang Aisxu Solar Technology Co., Ltd., Shandong Aisxu Solar Technology Co., Ltd., Zhuhai Fushan Aisxu Solar Technology Co., Ltd., Tianjin Aisxu Solar Technology Co., Ltd., and Guangdong Aisxu Technology Co., Ltd., has applied for a patent related to solar cell technology aimed at improving product yield by reducing grid breakage issues [1]. Company Summaries - **Zhejiang Aisxu Solar Technology Co., Ltd.**: Established in 2016, located in Jinhua City, with a registered capital of 5691.89 million RMB. The company has invested in 10 enterprises, participated in 118 bidding projects, and holds 1761 patent records [2]. - **Shandong Aisxu Solar Technology Co., Ltd.**: Founded in 2023, located in Jinan City, with a registered capital of 4500 million RMB. The company has participated in 19 bidding projects and holds 84 patent records [2]. - **Zhuhai Fushan Aisxu Solar Technology Co., Ltd.**: Established in 2021, located in Zhuhai City, with a registered capital of 4500 million RMB. The company has participated in 82 bidding projects and holds 920 patent records [2]. - **Tianjin Aisxu Solar Technology Co., Ltd.**: Founded in 2018, located in Tianjin City, with a registered capital of 1300 million RMB. The company has invested in 1 enterprise, participated in 22 bidding projects, and holds 1081 patent records [3]. - **Guangdong Aisxu Technology Co., Ltd.**: Established in 2009, located in Foshan City, with a registered capital of 2823.47 million RMB. The company has invested in 1 enterprise, participated in 8 bidding projects, and holds 1659 patent records [3].

此外，近日中国与越南签署了《中华人民共和国商务部与越南社会主义共和国工贸部关于加强产供链合作的谅解备忘 录》。双方将充分发挥双边机制的作用，鼓励两国企业通过贸易、投资和技术合作等方式，进一步加强在多领域的产供 链合作。近年来，中越经贸合作日益加深，两国的产供链逐步融合。《备忘录》的签署，将推动双方携手打造中越畅 通、稳定且富有韧性的产业链供应链，进一步深化贸易投资合作。统计数据显示，中国已连续20年保持越南最大贸易伙 伴的地位，越南也是中国西部多个省区市在东盟的第一大贸易伙伴。2024年，重庆与越南的进出口总额达397.7亿元，占 重庆与东盟外贸总额的33.8%；而广西今年一季度对越南的进出口已达706.3亿元。位于广西凭祥的友谊关口岸，已成为 中国西部乃至全国通往越南最便捷的陆路大通道之一。在这里，载满水果的货车从越南驶入中国－东盟（崇左）水果交 易中心。 近日，中国国防部长与越南国防部长潘文江共同主持了中越第九次边境国防友好交流活动。期间，潘文江参观了边防部 队、智慧口岸、学校和村庄，种植了友谊树，视频观摩了北部湾联合巡逻起航仪式，并举行了会谈。国防部长表示，在 两党两国领导人的战略引领下，两军将进一步加 ...