（文章来源：证券日报） 证券日报网讯 12月2日，南玻Ａ在互动平台回答投资者提问时表示，"南玻"是国内节能玻璃领先品牌和 太阳能光伏产品及显示器件著名品牌，产品和技术享誉国内外，公司产品有出口至全球多个国家和地 区。 ...

Core Points - Aerospace Electromechanical Co., Ltd. experienced a stock price increase of 5.97%, reaching 10.29 CNY per share, with a trading volume of 750 million CNY and a turnover rate of 5.37%, resulting in a total market capitalization of 14.758 billion CNY [1] - The company, established on May 28, 1998, and listed on June 5, 1998, is primarily engaged in the production and sales of automotive components, automotive thermal exchange systems, solar photovoltaic products, and composite materials [1] - The revenue composition of the company includes: PTC/engine cooling systems (40.68%), HVAC/cabin air conditioning systems (24.09%), solar system products (14.73%), control heads (9.73%), compressors (7.18%), and others (3.60%) [1] Shareholder Information - Among the top circulating shareholders of Aerospace Electromechanical, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 104,000 shares in the third quarter, now holding 9.1728 million shares, which accounts for 0.64% of the circulating shares [2] - The estimated floating profit from this position is approximately 5.3202 million CNY [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a current scale of 76.63 billion CNY. Year-to-date returns are 25.49%, ranking 1933 out of 4206 in its category, while the one-year return is 20.87%, ranking 2233 out of 4012 [2]

Core Insights - JinkoSolar's stock increased by 0.54% on November 28, with a trading volume of 307 million yuan, indicating a stable market presence [1] - The company experienced a net financing outflow of 17.38 million yuan on the same day, with a total financing balance of 9.54 billion yuan, reflecting a high level of financing activity [1] - JinkoSolar's revenue for the first nine months of 2025 was 47.986 billion yuan, a year-on-year decrease of 33.14%, and the net profit attributable to shareholders was -3.92 billion yuan, a significant decline of 422.67% [2] Financing and Margin Trading - On November 28, JinkoSolar had a financing buy-in of 19.11 million yuan, with a financing balance of 9.52 billion yuan, representing 1.69% of its market capitalization [1] - The company's financing balance is above the 90th percentile of the past year, indicating a high level of investor interest [1] - The short selling activity on the same day included a repayment of 72,000 shares and a sale of 77,700 shares, with a total short selling amount of 437,500 yuan [1] Shareholder and Dividend Information - As of September 30, 2025, JinkoSolar had 77,300 shareholders, an increase of 4.14%, while the average number of circulating shares per shareholder decreased by 3.97% [2] - The company has distributed a total of 3.355 billion yuan in dividends since its A-share listing, with 3.125 billion yuan distributed over the past three years [3] - Major shareholders include Hong Kong Central Clearing Limited, which holds 306 million shares, a decrease of 132 million shares from the previous period [3]

Core Insights - China's energy investment expenditure has reached twice that of the EU and is close to the combined total of the EU and the US, solidifying its position as the global leader in energy investment [2][4][7] Global Clean Energy Investment Trends - Global clean energy investment is expected to grow to $3.3 trillion by 2025, with clean energy investments projected to reach $2.2 trillion, approximately double that of fossil fuel investments [4] - China is projected to account for $630 billion, or 29% of global clean energy investments, exceeding the total expected investment from all developed economies [6][4] Investment Structure and Key Sectors - Over the past decade, China's share of global clean energy investment has increased from 25% to nearly 33%, maintaining a leading position in solar manufacturing, onshore and offshore wind power, and electric vehicle supply chains [6][7] - Solar photovoltaic investment is expected to attract $450 billion by 2025, making it the largest single energy investment sector globally [7] Regional Investment Disparities - There is a growing disparity in investment activity across regions, influenced by policy environments, electricity price changes, and adjusted return expectations [9][11] - The US has seen a significant decline in renewable energy investment, with a 36% drop in the first half of 2025 compared to the previous year [11] Emerging Markets and Growth Areas - Emerging markets like Saudi Arabia, India, Turkey, and Indonesia are experiencing stable growth in solar and wind investments, with Indonesia's investment scale increasing nearly fivefold [12] - Southeast Asia's renewable energy investment has grown by 7% quarter-on-quarter, indicating ongoing expansion in distributed solar and other sectors [12] Technological Investment Shifts - Solar photovoltaic continues to dominate global clean energy investment, with $252 billion invested in the first half of 2025, significantly outpacing wind investment [14] - Distributed solar is becoming a key growth area due to its shorter construction cycles and clearer revenue mechanisms, with investment in this sector doubling in China this year [14][15] Grid Investment Challenges - Despite global grid investments reaching $400 billion annually, this is insufficient to meet the rapid expansion of renewable energy, with complex approval processes and supply chain constraints hindering further investment [15]

Core Viewpoint - The company is actively developing perovskite and tandem solar cell technologies, with current research focused on tandem cells, and aims to launch a high-efficiency product by 2027 [1] Group 1: Research and Development - The company has a dedicated research team for perovskite technology, currently at the laboratory stage [1] - The perovskite/silicon heterojunction tandem solar cell developed by the company's global photovoltaic research institute has achieved a conversion efficiency of 30.99% [1] - The research institute plans to introduce a perovskite tandem solar cell with a power output exceeding 850W by 2027 [1] Group 2: Production Plans - There are inquiries regarding the construction progress of pilot production lines and mass production plans for perovskite solar cells [1]

Group 1 - JinkoSolar's stock price decreased by 0.18% on November 27, with a trading volume of 386 million yuan [1] - On the same day, JinkoSolar had a financing buy-in amount of 42.40 million yuan and a net financing buy of 10.60 million yuan, with a total financing and margin balance of 972 million yuan [1] - The current financing balance of JinkoSolar is 970 million yuan, accounting for 1.73% of its market capitalization, which is above the 90th percentile level over the past year [1] Group 2 - As of September 30, JinkoSolar had 77,300 shareholders, an increase of 4.14% from the previous period, while the average circulating shares per person decreased by 3.97% [2] - For the period from January to September 2025, JinkoSolar reported a revenue of 47.99 billion yuan, a year-on-year decrease of 33.14%, and a net profit attributable to shareholders of -3.92 billion yuan, a decrease of 422.67% [2] Group 3 - JinkoSolar has distributed a total of 3.36 billion yuan in dividends since its A-share listing, with 3.12 billion yuan distributed in the last three years [3] - As of September 30, 2025, the second-largest circulating shareholder of JinkoSolar is Hong Kong Central Clearing Limited, holding 306 million shares, a decrease of 132 million shares from the previous period [3] - The sixth-largest circulating shareholder is E Fund's SSE STAR 50 ETF, holding 147 million shares, a decrease of 18.24 million shares, while the eighth-largest is Huaxia's SSE STAR 50 Component ETF, holding 141 million shares, a decrease of 78.89 million shares [3]

Core Viewpoint - The company is actively developing perovskite and tandem solar cell technologies, currently in the experimental phase, with plans for future production lines and efficiency improvements [2]. Group 1: Company Developments - The company has a dedicated research team focused on perovskite technology, specifically in tandem solar cells [2]. - The perovskite solar cell technology is still in the laboratory stage, indicating ongoing research and development efforts [2]. - The company’s research institute has achieved a conversion efficiency of 30.99% for perovskite/silicon heterojunction tandem solar cells, certified by the National Solar Photovoltaic Product Quality Inspection and Testing Center [2]. Group 2: Future Plans - The research institute plans to launch perovskite tandem solar cells with a power output exceeding 850W by 2027 [2]. - Investors are encouraged to follow the company's announcements on the designated information disclosure website for further updates [2].

格隆汇11月28日丨东方日升(300118.SZ)在投资者互动平台表示，公司在异质结技术领域已形成深厚积 累。同时异质结技术展现出与钙钛矿电池方向的高度融合适配性，通过技术协同可衍生出多元高效的产 品形态矩阵。经国家太阳能光伏产品质量检验检测中心认证，公司全球光伏研究院研发的钙钛矿/晶硅 异质结叠层太阳能电池实现了30.99%的转化效率。下一步，研究院计划在2027年推出功率达850W以上 钙钛矿叠层电池。 ...

Core Points - The 2026 Solar Solutions Amsterdam exhibition is a key event for solar energy companies aiming to enter the European market, taking place from March 10 to 12, 2026 [1][3] - The exhibition will be held at Expo Greater Amsterdam, a prime location for international events [2] - The event is the largest and most professional solar energy exhibition in Northwest Europe, attracting over 15,000 B2B visitors from more than 60 countries in 2026 [3] Exhibition Overview - The exhibition has been successfully held for thirteen editions and covers the solar energy sectors in the Netherlands, Belgium, and Luxembourg [3] - In 2025, the exhibition featured 276 companies and a total exhibition area of 24,000 square meters, with 12,841 professional visitors, including a significant percentage of decision-makers [3] - The event will showcase over 500 innovative technologies and host more than 100 practical seminars to support the growth of the renewable energy market [5][7] Market Potential - The Dutch solar market is experiencing rapid growth, with a cumulative installed capacity of 27.7 GW expected by 2024, a 14% increase from 2023, and solar energy accounting for 18% of the country's total electricity generation [10][11] - There is a significant gap in the storage market, with only 0.5% of households equipped with storage systems despite 33% having solar panels, indicating substantial growth potential [12] - The International Energy Agency (IEA) predicts that the installed capacity in the Netherlands could reach between 50.6 to 55 GW by 2030, with battery storage capacity expected to reach 56 GWh [13][14] Target Audience - The exhibition attracts a diverse audience, including business decision-makers and representatives from government agencies, providing valuable networking opportunities [15] - It is suitable for various solar energy companies, including manufacturers, suppliers, and service providers in the solar and storage sectors [16] Recommended Exhibition Service Provider - Omaten is recommended for exhibition design and construction, offering comprehensive services and expertise in the solar energy sector [17] - The company holds multiple certifications and has extensive experience, having served over 8,000 enterprises and completed more than 12,000 exhibition projects [19][20] - Omaten's strengths include innovative design, a global service network, and a rigorous project management process, ensuring effective exhibition solutions for solar energy companies [21][22][23] Conclusion - The 2026 Solar Solutions Amsterdam exhibition represents a strategic opportunity for solar energy companies to expand into the European market, supported by the growing solar capacity and storage market potential in the Netherlands [25]

来源：新浪证券-红岸工作室 融资方面，晶科能源当日融资买入7512.11万元。当前融资余额9.65亿元，占流通市值的1.71%，融资余 额超过近一年90%分位水平，处于高位。 融券方面，晶科能源11月25日融券偿还4.70万股，融券卖出1.87万股，按当日收盘价计算，卖出金额 10.54万元；融券余量38.66万股，融券余额218.07万元，低于近一年20%分位水平，处于低位。 机构持仓方面，截止2025年9月30日，晶科能源十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股3.06亿股，相比上期减少1.32亿股。易方达上证科创板50ETF（588080）位居第六大流通 股东，持股1.47亿股，相比上期减少1824.29万股。华夏上证科创板50成份ETF（588000）位居第八大流 通股东，持股1.41亿股，相比上期减少7888.63万股。 资料显示，晶科能源股份有限公司位于上海市闵行区申长路1466弄1号晶科中心，成立日期2006年12月 13日，上市日期2022年1月26日，公司主营业务涉及太阳能光伏组件、电池片、硅片的研发、生产和销 售以及光伏技术的应用和产业化,并以此为基础向全球客户提供高 ...