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。 ...

星展发表研究报告指，协鑫科技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。 ...

"十四五"以来，中国企业500强稳中求进迈出新步伐，发展动能不断增强，在推进产业升级、提升 创新能力、参与国际竞争等方面发挥着重要作用。面对挑战，中国大企业要看到机遇和优势，积极担当 作为，加快建设世界一流企业。 9月15日，中国企业联合会、中国企业家协会发布"2025中国企业500强"（以下简称"企业500强"） 榜单。从这份榜单看，入围门槛实现23连升，达479.60亿元，较上年提高5.79亿元，中国大企业总体呈 现规模总量保持增长、经济效益继续改善、创新活力更加充沛的态势。 人民日报记者 刘志强 核心阅读 发展迈出新步伐，动能又有新提升 "中国大企业积极应对复杂环境带来的挑战，稳中求进迈出新步伐，发展动能又有新提升，在推进 产业升级、提升创新能力、参与国际竞争等方面发挥着骨干和引领作用。"中国企业联合会党委书记、 常务副会长兼秘书长朱宏任介绍。 发展态势向好向优。企业500强实现营业收入110.15万亿元，较上年有所增加；实现归属母公司所 有者净利润4.71万亿元，较上年增长4.39%；千亿规模企业从2020年的222家增加至2024年的267家，增 加45家；15家企业的营业收入超过万亿元门槛。 "十 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 截至本公告披露日，阿特斯阳光电力集团股份有限公司（以下简称"公司"或"阿特斯"或"发行人"）股东 无锡元禾重元优能创业投资合伙企业（有限合伙）（以下简称"元禾重元"）持有公司股份75,338,364 股，占公司总股本的2.04%。 上述股份来源于公司首次公开发行前取得的股份，并已于2024年6月11日解除限售并上市流通。 证券代码：688472 证券简称：阿特斯 公告编号：2025-046 阿特斯阳光电力集团股份有限公司 关于持股5%以下股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 股东持股的基本情况 ● 减持计划的主要内容 公司于今日收到元禾重元出具的《减持计划告知函》，因自身资金需求，元禾重元计划自本公告披露之 日起3个交易日后的3个月内，在符合法律法规规定的减持前提下，通过集中竞价减持公司股份不超过 36,882,173股，即不超过公司总股本1%；通过大宗交易减持公司股份不超过38,456,191股，即不超过公 司 ...

Array Technologies, Inc. (NASDAQ:ARRY) is among the most undervalued solar stocks to buy now. Analysts at BofA have downgraded Array Technologies, Inc. (NASDAQ:ARRY) to “Underperform” from “Neutral” while reducing the price target to $7, down from $8. As India tariffs double from 25% to 50% and Mexico-gearsets face a new 25% duty, the firm is pessimistic about the company’s outlook and now views its fiscal 2025 margin target as “unrealistic.” Looking at the bigger picture, Array Technologies, Inc. (NASDAQ ...

Core Viewpoint - Silver prices have surged, reaching over $43 per troy ounce, the highest level since 2011, driven by a strong performance in gold prices and a weakening dollar [1] Group 1: Market Dynamics - The recent increase in precious metal prices is attributed to expectations that the Federal Reserve will cut interest rates by 25 basis points and implement further easing policies by the end of the year [1] - Geopolitical uncertainties and continued inflows into exchange-traded funds (ETFs) have also contributed to the rising demand for silver [1] Group 2: Demand Drivers - Over half of global silver consumption comes from industries such as solar panels, electric vehicles, and electronics, indicating a strong industrial demand for silver [1]

Group 1: Technological Advancements in Energy - The world's first fourth-generation nuclear power plant, Huaneng Shidao Bay High-Temperature Gas-Cooled Reactor, has commenced operation [1] - The first carbon fiber subway train has been put into commercial operation, showcasing advancements in transportation technology [1] - The world's first 12-inch silicon carbide substrate and large-size lithium niobate crystal have been launched, indicating progress in semiconductor materials [1] Group 2: Perovskite Solar Cell Development - Perovskite, a natural oxide mineral, is identified as a key material for third-generation solar cells due to its high light absorption and low cost [2] - Shandong has initiated a plan to advance the perovskite solar cell industry, with the Shandong Energy Research Institute designated as the leading unit for research and development [2][3] - A pilot production line for 100 megawatt perovskite solar cells has been established in Shandong, marking a significant milestone in the region's solar energy capabilities [3] Group 3: Carbon Capture and Utilization (CCUS) in Oil Extraction - The first million-ton CCUS project in China, the Sinopec Qilu Petrochemical-Victory Oilfield project, has been successfully implemented, capable of reducing carbon dioxide emissions by approximately 1 million tons annually [4][5] - The project has achieved a significant increase in oil production, with daily output rising from 220 tons to 450 tons after the injection of over 200,000 tons of CO2 [5] - The potential for CCUS technology in China is substantial, with an estimated 2 billion tons of oil geological reserves suitable for CO2-driven extraction [5] Group 4: Hydrogen Energy Innovations - The first hydrogen-electric tugboat in China, "Hydrogen Electric Tug 1," has been launched, featuring a hybrid system that achieves zero carbon emissions [6] - Shandong has become a leader in the hydrogen energy sector, with over 270 enterprises and research institutions involved in the "Hydrogen into Thousands of Homes" initiative [6][7] - Significant projects include the establishment of high-efficiency hydrogen purification systems and the first peak-shaving electrolysis hydrogen production project at a thermal power plant in China [7]

Core Insights - Dan Wang's perspective highlights the contrasting governance models of China and the United States, labeling China as an "engineering state" and the U.S. as a "lawyerly society" [5][6][21] - Wang's new book, "Breakneck: China's Quest to Engineer the Future," aims to clarify the significant changes occurring in China and has been recognized in the Financial Times' annual business book list [3][11] Governance Models - Wang argues that China's governance is characterized by practical and efficient problem-solving led by individuals with engineering backgrounds, while the U.S. is dominated by legal professionals who prioritize procedures over outcomes [5][6] - The difference in governance models has resulted in the U.S. struggling with infrastructure development, as exemplified by the comparison of train speeds between historical and current data [7][10] Industrial Capacity - By 2030, China is projected to account for 45% of global industrial capacity, while high-income economies, including the U.S., Europe, and Japan, will collectively hold only 38% [11] - Wang emphasizes that the inability of other countries to match China's industrial capacity is alarming and poses a significant challenge to global dynamics [13] Economic Development - Wang identifies 5% of China's economy, particularly in high-tech manufacturing, as exceptionally strong and a potential threat to Western interests, including sectors like electric vehicles and semiconductors [15] - The contrasting approaches to industrial policy between the U.S. and China are highlighted, with China consistently supporting strategic industries, while the U.S. has been more conservative until recent policy shifts [17][18] Technological Competition - Wang notes that U.S. sanctions against China have inadvertently accelerated China's push for technological self-sufficiency, particularly in semiconductors, as companies seek to reduce reliance on American technology [20] - The competitive landscape is further complicated by the shared traits of urgency and ambition among the populations of both countries, despite their perceived rivalry [21] Global Dynamics - Wang reflects on the slower pace of European and Japanese economies compared to the dynamic nature of U.S. and Chinese growth, suggesting that these regions may fall behind in the evolving global order [23]

Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones Industrial Average up 0.11%, the S&P 500 up 0.47%, and the Nasdaq Composite up 0.94% [1] - The S&P 500 and Nasdaq reached new closing highs [1] Technology Sector - Major tech stocks saw significant gains, with Google rising over 4%, making it the fourth U.S. publicly traded company to surpass a market capitalization of $3 trillion [1] - Tesla and Oracle both increased by over 3% [1] Chinese Stocks - Most popular Chinese stocks experienced an upward trend, with the Nasdaq Golden Dragon China Index rising by 0.87% [1] - Notable performers included Xiaoma Zhixing up 10.94%, Canadian Solar up 10.28%, and Li Auto, Bilibili, and Daqo New Energy each rising up to 6.9% [1] - Other significant gains included JinkoSolar up 4.90%, NIO up 4.34%, Weibo up 3.67%, and various companies like Zhihu, EHang, and Xpeng Motors at least up 2.22% [1] - Tencent Music, Zeekr, and Alibaba saw increases of at least 1.92% [1]

Core Insights - The article highlights a significant downturn in clean energy investments in the U.S., with a potential loss of $500 billion due to policy shifts under the Trump administration [4][9][10] Group 1: Policy Impact - A report from Rhodium Group indicates that the Trump administration's policy changes could reduce the U.S. decarbonization rate by more than 50% [5][6] - The "One Big Beautiful Bill Act" is projected to cut the scale of new clean power projects in the U.S. by 53% to 59% over the next decade [4][8] - The U.S. Environmental Protection Agency (EPA) is proposing to repeal the 2009 "endangerment finding," which could lead to a sharp decline in solar and wind capacity and electric vehicle adoption [6][7] Group 2: Market Trends - Wind turbine orders are expected to drop by approximately 50% in the first half of 2025, with power purchase agreements (PPAs) also seeing a significant decline [4][10] - The solar industry may lose 44 gigawatts (GW) of installed capacity by 2030, representing an 18% decrease due to the new policies [9][10] - The clean energy project development pipeline is experiencing nearly zero growth, with solar installations down by 23% in the first half of 2025 [10] Group 3: Economic Implications - The anticipated policy changes are expected to create new economic pressures on clean energy technology manufacturing, which is linked to nearly $150 billion in investments [9] - The uncertainty stemming from federal policy actions is making the business environment for the solar industry increasingly challenging [10]