智通财经APP获悉，高盛发布研报表示，美国近日宣布对来自马来西亚、泰国、柬埔寨和越南四个东盟 国家的太阳能电池和组件作出反倾销和反补贴肯定性终裁，最终关税大幅提高，部分税率甚至高达41% 至660%，这可能对中国企业的美国市场战略造成显著冲击。 高盛指出，美国商务部于4月21日宣布了最终裁定，新税率较初步提案提高了11至526个百分点。该行指 出，在"东盟进口电池+美国组装组件"的模式下，与初步裁定税率情景相比，中国企业面临生产成本预 计平均上升50%，假设50%的关税转嫁给消费者，美国市场价格面临上涨15%的压力。受此影响，企业 平均单位利润预计将下降40%，毛利率减少17个百分点至22%。 该行分析师Brian Lee补充道，由于经济效益不佳和普遍的关税不确定性，美国公用事业规模太阳能项目 的开发进度可能受到干扰。 | | | 50% passthrough | | | --- | --- | --- | --- | | | | US assembled Module | | | | | (incl. IRA subsidy) | | | | Prelim | Final | Final vs. Prel ...

金十数据4月24日讯，中国国际经济交流中心资深专家委员朱民在访谈节目中表示，整体来说我对民营 企业很乐观，因为过去40多年来，民营企业从无到有，走得非常快，而且走得非常好。朱民说，当前， 民营企业已经在太阳能、风电、新能源汽车等绿色产业实现快速发展。加快落实碳达峰碳中和目标将带 来更多绿色产业场景，发展空间巨大，民营企业一定要把握住新机遇。 （新华社） 朱民：民营企业在中国拥有广阔发展机遇 ...

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.3132 | 0.4038 | -22.44 | 0.4102 | | 每股净资产（元） | 5.99 | 5.87 | 2.04 | 5.58 | | 每股公积金(元) | 3.03 | 3.03 | 0 | 3.02 | | 每股未分配利润(元) | 1.84 | 1.75 | 5.14 | 1.49 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 60.39 | 95.4 | -36.7 | 92.36 | | 净利润(亿元) | 12.25 | 15.79 | -22.42 | 13.88 | | 净资产收益率(%) | 5.27 | 7.07 | -25.46 | 7.72 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 138293.76万股，累计占流通股比： 38.38%， ...

推动重点行业和关键环节节能降碳，省工信厅对关中地区68户重点企业实施日常节能监察，实现关 中地区重点企业能效分级管理全覆盖，41户企业实施65项节能技改，投资金额约10亿元，每年节约150 万吨标准煤，减少二氧化碳排放396万吨。 4月20日，记者从省工信厅获悉：2024年，陕西坚定不移调整产业结构，以《陕西省工业领域碳达 峰实施方案》为核心，抓住重点领域、关键环节出新招、实招，工业绿色发展取得显著成效，"压舱 石"地位更加凸显。 省工信厅印发《陕西省加快推动人工智能产业发展实施方案（2024—2026年）》，实施"强基、创 智、赋智、聚智"四大行动，加强数字应用场景推广，确定30个数字应用场景，指导建设"陕西丝路数据 交易平台"，推动数据互联互通跨地域、跨平台、跨领域合作。 产业结构偏重是陕西绿色低碳发展面临的突出问题。2024年，省工信厅按照做优增量、提升存量、 淘汰落后的思路，跟踪服务"两重"项目，遴选102项重点产业链关键核心技术"揭榜挂帅"，240个工业投 资和技术改造重点项目全部开工。传统产业加快改造升级，有色、钢铁行业分别实现16.6％、12.6％的 增长，铜川、安康获批国家中医药传承创新发展试 ...

美国太阳能（000591）股票上涨。First Solar涨9.9%、Sunnova Energy涨11%、SolarEdge Technologies涨 9.3%、Maxeon Solar Technologies涨7.5%、Enphase Energy涨4.5%、Array Technologies涨2.9%。 ...

1. 4月22日(周二)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.81%，标普500指数期货涨0.79%，纳指期货涨0.89%。 传特朗普正在考虑将美国药品价格降至国际水平。据两名制药公司消息人士称，制药商已被警告称，特朗普政府正在考虑将美国药品价格 与其他发达国家支付的较低金额挂钩，这是制药行业的首要担忧。消息人士表示，他们预计该政策将来自监管医疗保险和医疗补助计划的 机构。第一个消息人士说，政府卫生官员直接告诉他，他们正在研究这样的政策，他说这是特朗普政府试图降低药品价格的中级优先事 项。这两位消息人士表示，与正在讨论的其他政府举措相比，此类政策对医药行业的影响更大。第一位消息人士表示，这是"对该行业和 美国生物科学创新的最大生存威胁"。 加征最高达3521%关税!美国对东南亚太阳能"下狠手"。美国对来自四个东南亚国家的太阳能产品加征了最高达3521%的新关税。这一举 措对美国国内制造商而言是一场胜利，但同时也给美国可再生能源发展带来了更大的阻碍。此次宣布的关税是一项为期一年贸易调查的最 终结果。调查认为，柬埔寨、越南、马来西亚和泰国的太阳能制造商通过接受政府补贴获得了不公平优势，并以低于生 ...

Core Viewpoint - The Trump administration has decided to impose high tariffs on solar manufacturers from Southeast Asian countries, following a year-long investigation prompted by U.S. manufacturers' complaints about unfair competition from Chinese companies using these countries as a base for exports [1][5]. Group 1: Tariff Details - Tariffs will be imposed on solar products from Malaysia (34.4%), Thailand (375.2%), Vietnam (395.5%), and Cambodia (3521% due to non-cooperation in the investigation) [1][2]. - Specific companies will face targeted tariffs, including Jinko Solar in Malaysia (41.56%), Trina Solar in Thailand (375.19%), and JA Solar in Vietnam (approximately 120%) [2]. Group 2: Industry Impact - The U.S. solar industry is experiencing significant changes, with imports from the targeted Southeast Asian countries dropping to a fraction of last year's levels, while imports from Laos and Indonesia are increasing [4]. - The Solar Energy Industries Association (SEIA) has criticized the tariffs, stating they will harm U.S. solar manufacturers by raising the prices of imported solar cells [5]. - The tariffs are expected to benefit some manufacturers but will also disrupt the supply chain and create uncertainty in the solar industry, which has been heavily reliant on foreign supplies [5]. Group 3: Geopolitical Context - The U.S. government has accused Chinese solar manufacturers of unfair practices, claiming they are dumping products in the U.S. market through Southeast Asian countries [5]. - China holds a dominant position in the solar supply chain, controlling 90% of the market share in key segments like polysilicon and solar cell components, which has attracted many countries seeking renewable energy [5].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 4月22日消息，据报道， 美国宣布对从柬埔寨、马来西亚、泰国和越南进口的太阳能产品征收新关 税， 其中 反补贴税最高达到3403.96%！ 据悉，根据美国商务部网站当地时间周一公布的一项决定，该机构计算的有关太东南亚四国太阳能产 品的反倾销税为6.1%至271.28%，具体取决于企业和国家。反补贴税在14.64%至3403.96%之间。 这四个国家目前供应美国约77%的光伏组件，去年对美出口太阳能设备总值达129亿美元。这一关税决 定是一项为期一年的贸易调查的最终结果。这项调查是由美国国内太阳能制造商提出的，由前总统拜 登发起。 虽然征收关税势将惠及美国制造商，但也将挤压长期依赖廉价外国供应的美国可再生能源开发商，让这个 因华盛顿政治和政策变化而饱受困扰的行业面临更大的不确定性。 这些所谓的反倾销和反补贴关税，旨在抵消商务部计算得出的所谓不公平补贴和定价的幅度。新税将在特 朗普实施的普遍关税基础之上增加，而特朗普关税已经颠覆了全球供应链和市场。 据美国商务部，针对柬埔寨个别公司的关税税率最高达352 ...

Core Viewpoint - The United States has announced new tariffs on solar products imported from Cambodia, Malaysia, Thailand, and Vietnam, with countervailing duties reaching as high as 3403.96% [2]. Group 1: Tariff Details - The U.S. Department of Commerce has set anti-dumping duties ranging from 6.1% to 271.28%, depending on the company and country [2]. - The countervailing duties range from 14.64% to 3403.96%, significantly impacting the solar product supply chain [2]. - Cambodia faces the highest individual company tariff rate of 3521%, reflecting its decision to stop participating in the investigation [2][3]. Group 2: Market Impact - These four Southeast Asian countries supply approximately 77% of solar modules to the U.S., with total exports valued at $12.9 billion last year [2][4]. - The tariffs are expected to benefit U.S. manufacturers but will create uncertainty for U.S. renewable energy developers who rely on affordable foreign supplies [2]. Group 3: Economic Implications - Economists warn that if the current tariff levels remain, the U.S. economy could face a recession, with a 90% probability of GDP shrinking by 4 percentage points [4]. - The impact of tariffs is particularly severe on small businesses, which account for 80% of U.S. employment, potentially leading to widespread retail bankruptcies and a decline in consumer confidence [4].

Group 1 - The U.S. has imposed new tariffs on solar imports from four Southeast Asian countries, which supply a significant portion of solar panels to the U.S. market [1][2] - The final anti-dumping rates determined by the U.S. Department of Commerce are 125.37% for Cambodia, 271.28% for Vietnam, 111.45% for Thailand, and 8.59% for Malaysia, which are higher than the preliminary rates [1] - The investigation concluded that Southeast Asian solar manufacturers benefited from government subsidies and sold products below production costs, harming the U.S. solar industry [1] Group 2 - In the previous year, the U.S. imported $12.9 billion worth of solar equipment from the four affected countries, accounting for approximately 77% of total component imports [2] - The effectiveness of these tariffs depends on the subsequent actions of the U.S. International Trade Commission, which will determine if domestic producers are harmed by these imports [2] - The investigation was initiated following a petition submitted by the American Alliance for Solar Manufacturing Trade Committee, representing companies like First Solar, Hanwha Qcells USA Inc., and Mission Solar Energy LLC [2]