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]

A New Step for Anti-involution on Solar by Tightening Energy Usage on Polysilicon Production CITI'S TAKE According to Chinese solar news website 光伏之源 (link, 12-Sept-2025), energy consumption caps for polysilicon are being tightened again to accelerate the elimination of obsolete production capacity and facilitate industry consolidation. We regard this as another step in China's anti- involution measures for the solar sector. The article expects 30% of existing industry production capacity could be cut befor ...

昨日，记者走进大陆汽车电子(连云港)有限公司的"基于数字化与智能化融合的下一代速度传感器智能工厂"，看到机械臂精准抓取零件、电子屏实时显示 生产数据，一件件传感器在全智能化流水线上有序成型。"以前一条生产线需要15名工人，现在靠智能设备1人就能操作，生产效率大幅提升，车间年产量 增长约11%。"工厂生产主管杨彦龙介绍，这是连云港市海州区制造业"智改数转网联"成果的生动缩影。 "政府不仅给我们送来了政策解读，还帮我们申请了100万元的'智改数转'补贴(智能工厂奖补)，大大减轻了改造压力！"日出东方（603366）太阳能股份有 限公司相关负责人张旭介绍，依托政策支持，企业打造的互联网大数据平台，已实现从设计、生产到销售的全链条数字化管理，成功获评"省工业互联网 平台"。 政策红利加速释放，企业数字化转型步伐加快。全区累计培育星级上云企业116家，其中五星上云7家、四星上云17家、三星上云92家；连云港高新区也成 功入选2023年度省"互联网+先进制造业"特色产业基地名单。 智能化热泵工厂 智能工厂树标杆，提质增效成果显著 以先进级智能工厂培育为抓手，海州区推动企业实施智能化改造、数字化转型、网络化联接"三大行动" ...

Core Insights - The price of silicon wafers continues to rise this week, driven by an increase in polysilicon prices and positive market sentiment [1][2] - The average transaction prices for various types of N-type silicon wafers have shown significant increases compared to the previous week [1][3] Price Trends - N-type G10L silicon wafer (182*183.75mm/130μm) average price is 1.32 CNY per piece, up 3.13% week-on-week - N-type G12R silicon wafer (182*210mm/130μm) average price is 1.40 CNY per piece, up 1.45% week-on-week - N-type G12 silicon wafer (210*210mm/130μm) average price is 1.68 CNY per piece, up 5.00% week-on-week [1][3] Supply and Demand Dynamics - On the supply side, the price of polysilicon continues to rise, leading silicon wafer manufacturers to be optimistic about future market conditions - On the demand side, overseas demand remains strong due to the impact of U.S. anti-dumping measures and expected domestic export tax rebate policies, resulting in a high volume of orders for battery cells [1][2] Production Capacity - The overall operating rate in the industry remains stable, with two leading companies operating at 52% and 50% capacity, while integrated companies operate between 54% and 80%, and other companies operate between 50% and 80% [1] Future Outlook - In the short term, the increase in polysilicon prices is expected to support current silicon wafer prices due to rising production costs and sustained overseas demand - In the medium term, the price trend of silicon wafers will depend on terminal demand and the acceptance of price increases by component manufacturers [2]

Core Viewpoint - The price of silicon wafers continues to rise, driven by increasing polysilicon prices and strong demand from overseas markets, particularly in light of favorable policies and stable production rates in the industry [1][2]. Group 1: Silicon Wafer Prices - The average transaction price for N-type G10L monocrystalline silicon wafers (182*183.75mm/130μm) is 1.32 yuan per piece, up 3.13% week-on-week [1]. - The average transaction price for N-type G12R monocrystalline silicon wafers (182*210mm/130μm) is 1.40 yuan per piece, up 1.45% week-on-week [1]. - The average transaction price for N-type G12 monocrystalline silicon wafers (210*210mm/130μm) is 1.68 yuan per piece, up 5.00% week-on-week [1]. Group 2: Market Dynamics - The increase in silicon wafer prices is attributed to rising polysilicon prices, which have boosted market sentiment [1]. - On the supply side, the continuous rise in polysilicon prices has led silicon wafer manufacturers to be optimistic about future market conditions [1]. - On the demand side, the impact of U.S. anti-dumping measures and corresponding tariffs, along with expectations of domestic export tax rebate policies, has resulted in strong overseas demand and increased orders for battery cells [1]. Group 3: Production Rates - The overall operating rate in the industry remains stable, with two leading companies operating at rates of 52% and 50%, while integrated companies operate between 54% and 80% [1]. - Other companies have operating rates ranging from 50% to 80% [1]. Group 4: Battery and Module Prices - The mainstream price for battery cells is 0.29-0.30 yuan/W, reflecting a week-on-week increase of 0.01 yuan/W [2]. - The mainstream price for modules remains stable at 0.66-0.68 yuan/W, unchanged from the previous week [2]. - In the short term, the increase in polysilicon prices is expected to raise silicon wafer production costs, while sustained overseas demand supports current silicon wafer prices [2].

企查查APP显示，近日，海南锦浪新能源有限公司成立，注册资本3亿元，经营范围包含：太阳能热利 用装备销售；太阳能热发电装备销售；太阳能热利用产品销售；太阳能热发电产品销售等。企查查股权 穿透显示，该公司由锦浪科技（300763）全资持股。 （原标题：锦浪科技在海南成立新能源公司，注册资本3亿） ...

Core Insights - Global electricity investment is projected to grow by 60% from 2015 to 2025, with renewable energy sectors leading the growth [1] Investment Trends - Solar energy investment is expected to reach $441 billion this year, representing a staggering 211% increase compared to 2015 [1] - Wind power investment is projected to hit $242 billion, marking a 69% increase since 2015 [1] - Nuclear power investment is anticipated to reach $74 billion, reflecting a 64% growth from 2015 [1] - In contrast, coal power investment is expected to decline by 10% from 2015, totaling $82 billion this year [1]

Core Viewpoint - Recently, Hainan Jinlang New Energy Co., Ltd. was established with a registered capital of 300 million yuan, focusing on the sales of solar thermal utilization and power generation equipment [1] Company Summary - Hainan Jinlang New Energy Co., Ltd. is wholly owned by Jinlang Technology (300763) [1] - The company's business scope includes sales of solar thermal utilization equipment, solar thermal power generation equipment, and related products [1]

证券日报网讯拓日新能9月17日在互动平台回答投资者提问时表示，公司钙钛矿太阳能电池研发项目与 国内相关院校开展产学研合作。 （文章来源：证券日报） ...

智通财经APP获悉，星展发布研报称，协鑫科技(03800)向无极资本管理配售47.36亿股新股，每股作价 1.15港元。所得款项净额将用作设立反内卷措施资本储备及开发硅甲烷气体。该行表示，对太阳能行业 可在明年上半年逐步消除过剩产能感到乐观，相信供需之间会更加健康和平衡。考虑到内地政府对愈来 愈支持反内卷运动，将协鑫科技目标价由1.45港元上调至1.65港元，维持"买入"评级。 ...