Core Viewpoint - The recent amendments to the Articles of Association of Liansheng Technology Co., Ltd. reflect significant optimizations in governance structure, operational philosophy, and shareholder rights protection, which are crucial for the company's long-term development [3] Summary by Relevant Sections Company Capital and Share Structure - The registered capital has been increased from 371,976,690 yuan to 372,017,690 yuan, pending approval from the shareholders' meeting [1][2] Governance Structure - The definition of stakeholders has been expanded to include employees, emphasizing the protection of the rights of the company, shareholders, employees, and creditors [2] - The legal representative of the company will now be the director executing company affairs, with the chairman also serving in this capacity [2] - The definition of senior management has been updated to include the general manager, deputy general managers, financial director, and board secretary [2] Operational Philosophy - The company's operational purpose has shifted to focus on "win-win development, harmonious sharing, and efficiency," with a vision to become a world-class efficient solar energy enterprise [2] Financial Assistance Regulations - The company or its subsidiaries are prohibited from providing financial assistance for acquiring shares, except for employee stock ownership plans, with a cap of 10% of the total issued capital [2] Shareholder Rights - The scope for shareholders to access and copy relevant materials has been expanded, allowing shareholders holding over 3% of shares for more than 180 days to review accounting books [2] Board and Committee Structure - The board of directors will now include one employee representative, and the responsibilities of the audit committee have been enhanced [2] Profit Distribution - Adjustments have been made to the principles and procedures for profit distribution, requiring audit committee review for distribution proposals [2] Internal Audit - The company will implement an internal audit system, with clear responsibilities and independence for the internal audit institution [2] Mergers and Acquisitions - Detailed regulations regarding mergers, divisions, capital increases, and reductions have been refined, including provisions for public disclosure of dissolution reasons [2]

编辑丨王多鱼 排版丨水成文 空穴选择性 自组装单分子层 （ self-assembled monolayer， SAM） 在推动倒置结构钙钛矿太阳能电池的认证 能量转换效率 （PCE） 达 到 26.7% 的过 程中发挥了关键作用。然而，SAM 的不稳定性往往会损害器件的工作性能，将其其持久稳定性，严重阻碍了实际应用。 此外，研究团队还进一步深入解析了 SAM 的降解机制，为采用高粗糙度基底的 SAM 基器件设计更稳固的埋底界面提供了指导，助力实现高效且长效的钙钛 矿太阳能电池。 总的来说，该研究揭示了 SAM 基器件的不稳定性源于热老化过程中 SAM 结构的破坏，并提出了一种新型交联共 SAM 策略与原子尺度的机理解释，有助于 改善 SAM 分子的分散性和构象稳定性，以解决钙钛矿太阳能电池效率难以提升的难题，同时也为其他采用高粗糙度基底的 SAM 基器件提供了解决方案，对 促进其商业化应用具有重要意义。 论文链接 ： https://www.nature.com/articles/s41586-025-09509-7 9 月 17 日，香港城市大学 任广禹 教授 、中国科学院深圳先进技术研究院 张杰 副研究 ...

Core Viewpoint - Longi Green Energy (601012.SH) is actively researching and focusing on perovskite tandem solar cell technology, achieving a significant milestone in efficiency [1] Group 1: Technological Advancements - The company announced that its self-developed large-area (260.9 cm²) silicon-perovskite tandem solar cell achieved a conversion efficiency of 33%, setting a new global record for large-area perovskite tandem cells [1] - The technology team is concentrating on mass production processes and component product development, making substantial progress in product reliability [1]

Core Viewpoint - Longi Green Energy (601012.SH) is actively researching and focusing on perovskite tandem solar cell technology, achieving a significant milestone in efficiency [1] Group 1: Technological Advancements - The company has developed a large-area (260.9 cm²) silicon-perovskite tandem solar cell with a conversion efficiency of 33%, certified by the U.S. National Renewable Energy Laboratory (NREL) [1] - This achievement sets a new global record for large-area perovskite tandem cell efficiency [1] Group 2: Research and Development Focus - The company's perovskite tandem technology team is concentrating on mass production processes and component product development [1] - There has been significant progress in enhancing product reliability [1]

Group 1 - Goldman Sachs reiterated a "Buy" rating for Sunrun (RUN.US) with a target price of $19 [1] - Sunrun completed a $510 million securitization of residential solar lease and power purchase agreements on September 12 [1] - This marks the company's fifth bond issuance for 2025 and the third in the third quarter, raising over $1.5 billion through senior and subordinated non-recourse debt financing [1] Group 2 - Sunrun's stock price has increased by over 150% in the past six months [1] - As of September 19, Sunrun's stock closed at $16.58, up 1.72% [2] - The company is recognized as one of the best-performing clean energy stocks in the market [1]

●由曼恩斯特、冯阿登纳黄金赞助的第四届钙钛矿技术、设备和材料论坛2025将于10月14-16日在苏州召开 另外，在线新闻平台《美国先驱报》报道称，Waaree 出价 1850 万美元现金，Babacomari 出价 1020 万美元信贷。 今年 4 月，印度公司 Waaree 宣布，将把位于德克萨斯州休斯顿西部布鲁克希尔的组件产量翻一番，从 1.6 吉瓦增至 3.2 吉瓦。 ●大会将设置四个专题论坛：钙钛矿电池产业化，钙钛矿产业供应链，钙钛矿叠层电池，柔性钙钛矿的创新应用 对于美国太阳能市场来说，这些声明实际上似乎扼杀了该公司进军美国制造业的任何希望。 这家瑞士公司已出售了其位于亚利桑那州古德伊尔的年产能为 1.4 吉瓦的组件工厂以及位于科罗拉多州科罗拉多斯普林斯的已停产的 2 吉瓦太阳能电池生 产厂的工厂工具，价值近 2900 万美元。 该公司于5月份关闭了亚利桑那州的工厂，裁员近300人。2024年8月，该公司取消了科罗拉多州工厂的计划，该工厂此前预计将雇佣350多名员工。 梅耶博格在一份公司公告中提供了2900万美元的总资产出售金额，并表示Waaree Solar Americas Inc.购买了组件工 ...

Group 1 - The core viewpoint of the article is that the solar energy sector in mainland China has seen stock price increases since early July, driven by rising upstream prices and a significant increase in domestic polysilicon prices by approximately 40% from July to August [1] - Goldman Sachs believes that the market has priced in a polysilicon price of 60 RMB per kilogram, but this level seems too high given the weak demand outlook and the accelerating cost reduction among leading companies [1] - The firm forecasts that polysilicon prices may decline by 20% to 42 RMB per kilogram, while module prices are expected to remain at 0.67 RMB per watt [1] Group 2 - The analysis indicates that the market is overlooking the rapid cost reductions of leading companies, which will need to lower prices and cut costs to gain market share amid weak demand [1] - The firm is more optimistic about companies involved in encapsulants, high-efficiency modules, and granular silicon, rather than glass manufacturers [1] - Consequently, Goldman Sachs has assigned a "sell" rating to Flat Glass Group (06865) and Xinyi Solar (00968), maintaining target prices of 6.6 HKD and 1.9 HKD respectively [1]

Market Performance - US stock markets saw collective gains with the three major indices rising, and most Chinese concept stocks also increased in value, including JD.com, Alibaba, Xiaopeng Motors, Zeekr, and NIO, all rising over 1% [1][2] - The Dow Jones Industrial Average rose by 76.33 points, or 0.17%, closing at 46,218.75 [2] - The Nasdaq index increased by 103.25 points, or 0.46%, reaching 22,573.98 [2] - The S&P 500 index gained 14.94 points, or 0.23%, ending at 6,646.90 [2] Chinese Concept Stocks - The Wande Chinese Technology Leaders Index rose by 9.49 points, or 0.20%, to 4,830.32 [2] - The Nasdaq China Index increased by 24.46 points, or 0.28%, to 8,711.30 [2] - The Wande Chinese Stocks 100 Index gained 6.76 points, or 0.20%, closing at 3,403.15 [2] Precious Metals - Gold and silver prices continued to rise, with international gold spot prices at $3,657.66 per ounce, up 0.38% [1][3] - International silver spot prices reached $42.313 per ounce, with a gain of over 1% [1][3] - Domestic gold futures in Shanghai saw a price increase of 0.4%, reaching 833.12 yuan per gram [1][3] - Shanghai silver futures rose by 0.68%, surpassing the 10,000 yuan mark [1][3] Federal Reserve Independence - Global investors remain concerned about the independence of the Federal Reserve, with recent news indicating that Trump has requested a judge to allow him to dismiss Fed Governor Cook, and the Supreme Court has asked Cook to respond by next Thursday [1]

曲靖上榜企业具体情况为：云南曲靖呈钢钢铁（集团）有限公司（第2位）、云南曲靖钢铁集团凤凰钢 铁有限公司（第10位）、曲靖晶澳太阳能科技有限公司（第22位）、云南万方投资集团有限公司（第24 位）、曲靖市德方纳米科技有限公司（第25位）、曲靖晶澳光伏科技有限公司（第27位）、曲靖市德枋 9月19日，2025云南省民营企业100强发布会在昆明举行。会上发布了"2025云南省民营企业100强""制造 业20强""服务业20强""创新能力20强""吸纳就业100强"榜单，以及《2025云南省民营企业100强分析报 告》。曲靖17家民营企业上榜"2025云南省民营企业100强"，实现营业收入760.18亿元。其中，5家企业 上榜"制造业20强"，2家企业上榜"服务业20强"，2家企业上榜"吸纳就业100强"。 亿纬有限公司（第37位）、云南索通云铝炭材料有限公司（第38位）、云南富源今飞轮毂制造有限公司 （第49位）、陆良宏国工贸集团公司（第73位）、曲靖阳光新能源股份有限公司（第74位）、云南锴晟 特种金属有限公司（第76位）、曲靖隆基硅材料有限公司（第80位）、曲靖市万东铝业有限责任公司 （第82位）、云南宣威磷电 ...

Company Overview - Ningbo Bowei Alloy Materials Co., Ltd. is located in Yinxian District, Ningbo, Zhejiang Province, established on January 22, 1994, and listed on January 27, 2011 [1] - The company specializes in the research, production, and sales of high-performance and high-precision non-ferrous alloy rods, wires, and plates, as well as solar cell and component production [1] - The revenue composition of the company includes new materials products at 77.63%, renewable energy products at 21.23%, and others at 1.14% [1] Stock Performance - On September 19, Bowei Alloy's stock rose by 5.12%, reaching a price of 26.07 CNY per share, with a trading volume of 491 million CNY and a turnover rate of 2.38%, resulting in a total market capitalization of 21.206 billion CNY [1] Fund Holdings - According to data, one fund under Nuoan Fund holds a significant position in Bowei Alloy, specifically the Nuoan Preferred Return Mixed Fund (001743), which reduced its holdings by 2.689 million shares in the second quarter, now holding 1.1319 million shares, accounting for 2.04% of the fund's net value [2] - The fund has achieved a year-to-date return of 35.85%, ranking 2121 out of 8172 in its category, and a one-year return of 72.36%, ranking 1575 out of 7980 [2] Fund Manager Profile - The fund manager of Nuoan Preferred Return Mixed Fund (001743) is Yang Gu, who has a cumulative tenure of 19 years and 215 days, managing total assets of 5.133 billion CNY [3] - During his tenure, the best fund return achieved was 1036.35%, while the worst was 2.43% [3]