| I 德國DAX30 | 23,758.03 | 23,823.69 | 23,705.61 | +40.62 | +0.17% | | --- | --- | --- | --- | --- | --- | | 瑞 英國富時100 | 8,807.39 | 8,828.01 | 8,788.17 | +22.06 | +0.25% | | II 法國CAC40 | 7,745.44 | 7,755.74 | 7,674.23 | +82.85 | +1.08% | | 。 歐洲斯托克50 | 5,310.65 | 5,320.55 | 5,291.35 | +28.22 | +0.53% | 1. 7月2日(周三)美股盘前，美股三大股指期货涨跌不一。截至发稿，道指期货涨0.19%，标普500指数期货涨0.10%，纳指期货跌 0.01%。 | ■ US 30 | 44,579.00 | 44,656.50 | 44,474.00 | +83.90 | +0.19% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,204.40 | 6,220.40 ...

点击蓝字，关注我们 共和党在最后一刻取消了针对风能和太阳能项目的消费税。 美国太阳能产业协会主席Abigail Ross Hopper在一份声明中表示："尽管这项法案有所改进，但它 却破坏了美国制造业复苏和全球能源领导地位的根基。如果这项法案成为法律，家庭将面临更高 的电费，工厂将关闭，美国人将失去工作，我们的电网也将变得更加脆弱。" 据了解，特朗普力推的《大而美法案》周二在参议院以51比50的微弱优势通过，但通关众议院仍 需克服重重阻力。鉴于一些共和党议员对该法案的财政赤字影响表示担忧，这项任务将会十分艰 巨。据无党派的国会预算办公室(CBO)估算，该法案将在未来十年内使美国联邦财政赤字增加至 少3万亿美元。 内容来源于智通财经 贝塔投资智库 为投资交易提供更有价值的服务 在经历了数日紧张的谈判之后，美国参议院通过了美国总统特朗普最新版的税收和支出法案，共 和党在最后一刻取消了针对风能和太阳能项目的消费税。受该消息影响， 美股太阳能类股票周二 大涨。 截至周二美股收盘， Shoals Technologies(SHLS.US)涨近24%，Array Technologies(ARRY.US)涨近 13% ， ...

Group 1 - The Hang Seng Index rose by 0.62% while the Hang Seng Tech Index fell by 0.27% [1] - The Hong Kong solar photovoltaic sector showed strong performance, with Flat Glass rising over 9% and Xinyi Solar increasing by over 6% [1]

Core Viewpoint - The company has announced an adjustment to the maximum repurchase price of its shares following the implementation of the 2024 annual equity distribution, lowering it from RMB 21.42 per share to RMB 21.33 per share, effective from July 8, 2025 [1][4]. Summary by Sections 1. Share Repurchase Basic Information - The company plans to repurchase its shares using self-raised funds, with a total repurchase amount between RMB 5 billion and RMB 10 billion, and the repurchase period is set for 12 months from the approval date of the plan [1]. 2. Reasons for Adjusting the Maximum Repurchase Price - The adjustment is due to the proposed cash dividend distribution of RMB 337,135,626.45 (including tax) to shareholders, which will be calculated based on the total share capital after deducting shares held in the repurchase account [2][3]. 3. Adjustment of Maximum Repurchase Price - The new maximum repurchase price is calculated by deducting the cash dividend per share from the previous maximum price, resulting in an adjusted price of approximately RMB 21.33 per share [5]. 4. Other Information - The company will continue to follow relevant regulations and guidelines during the share repurchase process and will disclose progress to investors [6].

白宫经委会主任哈塞特：（特朗普）并没有惩罚太阳能行业，该行业将是电网的一个组成部分。 ...

第17届世界太阳能光伏暨储能产业博览会：全球绿色能源转型的"风向标" 在全球"碳中和"目标加速推进的背景下，光伏与储能产业已成为能源转型的核心驱动力。2025年8月8日至10日，第17届世界太阳能光伏暨储能产业博览会 （Solar PV & Energy Storage World Expo 2025）将在广州·中国进出口商品交易会展馆B区盛大启幕。这场由广东省太阳能协会、广东省粤港澳经贸合作促进 会、广东鸿威国际会展集团联合主办的行业盛会，预计吸引全球2000余家企业参展，展览面积达18万平方米，专业观众超20万人次，成为全球光伏储能领 域规模最大、专业性最强的交流平台之一。 技术创新：从"单点突破"到"系统革新" 本届展会以"智领能源·绿动全球"为主题，全面展示光伏与储能技术的深度融合。在光伏领域，TOPCon、HJT、钙钛矿等高效电池技术同台竞技，转换效率 突破26%的组件成为现实。某头部企业展示的N型TOPCon组件，通过双面发电设计，在弱光环境下发电量提升15%，且成本较传统PERC组件降低8%。钙 钛矿-晶硅叠层电池实验室效率达33.9%，其柔性、轻量化特性为分布式光伏提供了新可能。 储能技术成为 ...

Core Insights - The research team from the Changchun Institute of Applied Chemistry has made significant breakthroughs in the design of new organic self-assembling molecular materials for perovskite solar cells, enhancing their efficiency, stability, and uniformity in large-area processing [1][2][3] Group 1: Research Breakthroughs - A new type of double radical self-assembling molecular material has been developed, which shows high efficiency, stability, and excellent dispersion, significantly improving the photoelectric conversion efficiency of perovskite solar cells [1][2] - The new material exhibits a carrier transport rate more than twice that of traditional materials and demonstrates exceptional stability under simulated working conditions, with minimal performance degradation after thousands of hours of operation [2][3] Group 2: Technical Innovations - The introduction of a receptor conjugate design strategy has led to a self-assembling molecule with a spin concentration nearly three orders of magnitude higher than traditional self-assembling molecules, enhancing carrier transport capabilities [2] - The unique design of steric groups effectively suppresses molecular stacking phenomena, achieving high uniformity in large-area solution processing, which is crucial for the advancement of perovskite photovoltaic technology [2][3] Group 3: Performance Metrics - The efficiency of the perovskite solar cells using the new material has reached world-class levels, with small-area devices achieving a photoelectric conversion efficiency of 26.3%, micro-components at 23.6%, and perovskite-silicon tandem cells exceeding 34.2% [2] - The new materials and devices exhibit superior stability, maintaining performance levels far beyond those of traditional materials and devices [2][3]

目前，马斯克已将精力投入了企业运营中，但他与特朗普并未走向和解，两人之间的关系可以说是 从"天作之合"变成了"形同陌路" 。 周六当天，参议院将就大而美法案举行首次程序性投票，参议院多数党领袖约翰·图恩和他的 团队一直在积极游说，特朗普也在施压共和党人，要求他们支持这项法案。 据央视新闻报道，当地时间周六，马斯克在社交媒体平台上发文称，美国参议院关于大规模税 收与支出法案的最新草案"将摧毁美国数百万个就业岗位，并对美国造成巨大的战略伤害"。 马斯克指出， 这项法案极其疯狂和具有破坏性，它给过去的产业提供了援助，却严重损害了未来的 产业。 马斯克引用了塔兰斯集团的民调结果，"民意调查显示，这项法案对共和党而言是政治自杀行 为。" 据悉，修订后的 法 案 大幅 削 减 了对风 能和 太阳能等清洁能源的补贴，以及针对电动汽车的税 收抵免 ，这对那些希望政府能继续支持环保项目的公司来说，是个不利的消息。 政策咨询公司Climate Vision的创始人兼总裁Adrian Deveny评论称，新法案对清洁能源行业 可以说是致命一击，将使风能和太阳能项目的成本增加10%至20%。 就在几周前，马斯克也多次抨击了这项被特朗 ...

1-5月，"新三样"出口占我国出口总额的比重为4.2%，拉动我国1-5月出口总额同比增长约0.34个百分 点，拉动幅度较上年同期高0.93个百分点。其中，锂离子蓄电池、电动载人汽车分别拉动我国出口总额 同比增长0.38、0.22个百分点，太阳能电池则拉低了0.26个百分点。 | 2025年5月新三样贸易概况 | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 进出口 | | | HI D | | | | 进口 | | | | | 泉別 | 单位 | 5月当月 | | 1-5月 米 计 | | 5月当月 | | | 1-5月累计 | 5月当月 | | 1-5月 系 计 | | | | | 规模 | 同比 | 规模 | 同比 | 规模 | 同比 | 规模 | 同比 | 规模 | 同比 | 规模 | 同比 | | 锂电子蓄电池 | 全额(亿美元) | 60.3 | 24.7% | 283.4 | 22.896 | 58.6 | ...

Core Insights - The research team at the Changchun Institute of Applied Chemistry has developed a new type of free radical self-assembled molecular material that addresses the performance issues of hole transport layers in perovskite solar cells, achieving efficiency certification from the U.S. National Renewable Energy Laboratory [1][2] - Perovskite solar cells are gaining attention due to their low cost, high efficiency, and ease of processing, with applications in photovoltaic power generation, vehicle-mounted photovoltaics, and photovoltaic buildings [1] - The new material significantly improves carrier transport efficiency and stability, with carrier transport rates more than doubled compared to traditional materials [2] Industry Implications - The development of this new material could potentially overcome key challenges in the commercialization of perovskite solar cells, which have been hindered by issues such as poor carrier transport capability and chemical stability [1][2] - The perovskite material has become a key choice for many companies in the production of new energy batteries, with 2025 anticipated as a pivotal year for rapid technological advancements in this field [2] - Numerous domestic companies, including Longi Green Energy, are accelerating their investments and strategies in perovskite technology [2]