Group 1 - The total import and export value of Qinghai Province reached 4.18 billion yuan in the first seven months of 2025, representing a year-on-year increase of 49.3% [1] - Exports amounted to 3.69 billion yuan, showing a significant year-on-year growth of 90.3%, while imports were 490 million yuan, down 43.2% [1] - Qinghai Province has maintained the highest growth rate in imports and exports for seven consecutive months nationwide [1] Group 2 - The number of foreign trade entities in Qinghai Province has steadily increased, with private enterprises being the main driving force behind foreign trade growth [1] - Key export products include solar cells, lithium-ion batteries, and electric passenger vehicles, contributing significantly to export growth [1] - Exports of salt lake chemical products surged, reaching 1.79 billion yuan, a year-on-year increase of 11.8 times, accounting for 48.4% of the province's total exports and contributing 94.2% to export growth [1] Group 3 - Qinghai Province's "Qing" branded specialty agricultural products have shown strong export momentum, totaling 450 million yuan to 46 countries and regions, a year-on-year increase of 47.6% [1] - The variety of exported agricultural products reached 95, with 56 new types added compared to the same period last year, maintaining the highest growth rate in exports for six consecutive quarters [1] - Notable agricultural exports include goji berries at 14.79 million yuan (up 34.8%), frozen trout at 3,875.7 tons (up 120%), and vegetables at 2,119.6 tons (up 170%) [1] Group 4 - Qinghai Province's market diversification continues to advance, with steady growth in trade with countries involved in the Belt and Road Initiative [2] - In the first seven months, trade with 100 countries and regions was conducted, with 75 being Belt and Road countries, resulting in a total import and export value of 3.45 billion yuan, a year-on-year increase of 66% [2] - Among the Belt and Road countries, trade with 17 countries doubled, with Hungary, Russia, and Vietnam being the top three trading partners, achieving import and export values of 1.68 billion, 330 million, and 270 million yuan, respectively, with year-on-year growth rates of 1,390%, 150%, and 460% [2]

Core Viewpoint - The article highlights the development of a flexible perovskite solar cell phone case by a team at Nanhua University, which can charge devices using sunlight without the need for an external power source [1][3]. Group 1: Technology and Innovation - The flexible perovskite solar cell is lightweight, bendable, and can be applied to various surfaces such as backpacks and drone wings, addressing the limitations of traditional rigid solar panels [3][4]. - The project team focuses on overcoming three main technical challenges: the brittleness of ITO electrodes, the fragility of perovskite films, and the separation at the interlayer interface [3][4]. - Innovations include the development of a PEDOT:PSS transparent flexible electrode to replace brittle ITO materials, and the introduction of grain molecular bridging technology to enhance film durability [4][6]. Group 2: Market Potential and Applications - The technology has resulted in small-area battery devices and large-area flexible battery modules, with successful applications in three companies and an intention to order worth 10 million yuan [6]. - The global market for perovskite solar cells is projected to reach nearly $250 million by 2024, with a compound annual growth rate of 71.5% expected by 2032 [6]. - The project team aims to optimize material formulations and production processes to enhance efficiency and uniformity, targeting a future efficiency of 90% after 10,000 bends [6].

拿在手上，轻如纸片；稍加用力拉扯弯曲，黑色薄膜安然无恙，上面的小灯珠依然亮着白光。 "看，这片钙钛矿太阳能电池正在发电。"海南大学研究员荣耀光说，钙钛矿太阳能电池具有柔性、质轻 等特点，在阴天等弱光条件下也能发电。不久前，经国家光伏产业计量测试中心认证，海南大学可再生 能源光电材料与器件团队自主研发的单结钙钛矿电池稳态光电转换效率达27.32%，在较短时间内取得 了第三代光伏技术领域的突破。 钙钛矿是什么？钙钛矿不是一种矿物质，而是具有特定晶体结构材料的总称，因最早发现于钙钛矿石中 的钛酸钙化合物而得名。钙钛矿对可见光有非常高的吸收和转化效率，能够高效地将光能转化为电能。 钙钛矿配置成"墨水"后，便可以在多种材料上"作画"。该团队还设计了重量仅12克的电池模组等，以适 应便携电子设备、景观建筑等不同场景需要。 数值的小变化，可能带来生活的大改变。根据测算，全国光伏平均效率提升1%，度电成本可降低5%至 7%。海南在建的渔光互补项目中，相较于效率25%的主流产品，应用同等面积的新成果，每年能多发 电2亿多千瓦时。目前，团队正和材料专家合作，定制透红光光谱的柔性半透明钙钛矿太阳能电池，接 下来可用于水果大棚，智能 ...

Core Insights - The research team at Hainan University has achieved a significant breakthrough in perovskite solar cells, with a steady-state photoelectric conversion efficiency of 27.32%, marking a new record in the third-generation photovoltaic technology field [1] Group 1: Technology and Innovation - Perovskite solar cells are lightweight, flexible, and capable of generating electricity even in low-light conditions, such as cloudy weather [1] - The structure of perovskite materials allows for longer carrier diffusion lengths and higher carrier mobility, enabling more efficient energy conversion [1] - The production process of perovskite solar cells is energy-efficient and cost-effective, resembling the printing of newspapers, which contrasts with the high-temperature melting process of traditional silicon cells [1] Group 2: Market Impact and Applications - A 1% increase in average photovoltaic efficiency across the country could reduce electricity costs by 5% to 7% [2] - The new perovskite technology can generate over 200 million kilowatt-hours more electricity annually compared to mainstream products with 25% efficiency in ongoing projects in Hainan [2] - The team is developing flexible, semi-transparent perovskite solar cells for use in greenhouses, which can intelligently regulate temperature and light to enhance fruit sweetness [2] Group 3: Future Prospects - The versatility of perovskite materials allows for various applications, including aesthetic integration into building facades and portable electronic devices [2] - The research team aims to explore more applications for perovskite solar cells, leveraging their lightweight and flexible characteristics to enhance clean energy technology in everyday life [2]

Report Information - Report Title: Nickel Daily Report [1] - Date: August 1, 2025 [2] - Research Team: Non - ferrous Metals Research Team [3] - Researchers: Yu Feifei, Zhang Ping, Peng Jinglin [3] Core Viewpoint - On the 31st, black - series commodities tumbled, and Shanghai nickel showed weakness, closing below the 120,000 mark again. The main contract 2509 closed down 1.79% at 119,830, with the total open interest of the index increasing by 11,234 to 190,329 lots. The nickel surplus pattern remains unchanged, and prices declined again after the cooling of macro - sentiment. The overall surplus pattern of nickel is still significant, and the nickel price is temporarily regarded as weak [8]. Section Summaries 1. Market Review and Operational Suggestions - **Market Performance**: On the 31st, black - series commodities fell generally, and Shanghai nickel was weak. The main 2509 contract closed down 1.79% at 119,830, and the total open interest of the index increased by 11,234 to 190,329 lots [8]. - **Supply - side Situation**: There are expectations of loose supply from the mining ends in the Philippines and Indonesia, and the probability of subsequent decline in ore prices is high. Under the pressure of losses, some production lines in Indonesia have switched to producing high - grade nickel matte, driving a slight recovery in the low - level nickel - iron price. On the 31st, the average price of 8 - 12% high - nickel iron was reported at 912.5 yuan per nickel point, but the acceptance of high - price nickel ore remains low [8]. - **Demand - side Situation**: The stainless - steel market is still weak, in the traditional off - season of consumption with high inventory. As the nickel - iron price rises, some downstream enterprises prefer to purchase scrap stainless steel for production, and the acceptance of high - nickel pig iron prices is also poor. The price of battery - grade nickel sulfate remained flat at 27,370 yuan per ton on the 31st, and it stopped falling and rebounded in the short term supported by the rigid replenishment demand of precursors and the low inventory of nickel salt plants [8]. 2. Industry News - **Indonesian Investment**: Indonesia's national investment management agency Danantara is exploring investment opportunities in the nickel downstream industry. It is considering acquiring the PT Gunbuster Nickel Industry (GNI) smelter. Danantara expects to prepare an investment plan of over $20 billion and provide about $60 million in medium - term financing through a syndicated loan [9][10]. - **Battery Energy Storage**: Bulgaria officially launched the largest - scale operating battery energy storage system in the EU, with a capacity of 124 megawatts/496.2 megawatt - hours. Renewable energy storage company Apatura has obtained planning permission for a 100 - megawatt battery energy storage system (BESS) project in Scotland, and its approved total energy storage capacity has exceeded 1.6 gigawatts [10]. - **Solar Cell Innovation**: A research team in Turkey developed a TOPCon solar cell using nickel (Ni) contacts with almost no silver (Ag), achieving nearly the same efficiency while significantly reducing silver usage, which is expected to reduce production costs and improve sustainability and scalability [10].

Group 1 - The company, Qibin New Energy Development (Shenzhen) Co., Ltd., has applied for a patent related to "Preparation Method of Perovskite Battery Structure and Perovskite Battery," with publication number CN120390509A and application date of June 2025 [1] - The patent addresses a method for preparing perovskite battery structures, which involves setting a transition layer on the electron transport layer or hole transport layer that releases bubbles during sublimation [1] - The method includes the formation of a hollow structure in the battery semi-finished product, allowing for improved filling of perovskite solution, which aims to enhance battery efficiency by overcoming coverage area limitations [1] Group 2 - Qibin New Energy Development (Shenzhen) Co., Ltd. was established in 2022 and is primarily engaged in technology promotion and application services [2] - The company has a registered capital of 10 million RMB and holds 68 patents along with 4 administrative licenses according to data from Tianyancha [2]

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The nickel market remains in an oversupply situation, with the short - term market dominated by macro logic. The overall oversupply pattern is still significant, and the nickel price is expected to be weak. The upstream nickel ore supply is expected to be loose, the support from iron plants and stainless steel is limited, and the battery - grade nickel sulfate price has rebounded. [7] 3. Summary by Directory 3.1行情回顾与操作建议 - The main contract of Shanghai nickel, 2509, closed down 0.85% at 121,800, and the total open interest of the index decreased by 3,705 to 174,585 lots. [7] - The supply of nickel ore from the Philippines and Indonesia is expected to be loose, and the ore price is likely to fall. [7] - The support from nickel iron plants and the stainless - steel market is limited. The cost of nickel iron plants is high, and some Indonesian production lines have switched to producing high - grade nickel matte. The stainless - steel market is weak due to the traditional off - season and high inventory. [7] - The price of battery - grade nickel sulfate continued to rise, reaching 27,370 yuan/ton on the 29th, supported by the rigid replenishment demand of precursors and low inventory of nickel salt plants. [7] 3.2行业要闻 - Indonesia's Danantara is exploring investment opportunities in the nickel downstream industry, considering acquiring the GNI smelter. It plans to prepare an investment plan of over $20 billion and provide about $60 million in medium - term financing through a syndicated loan. [8][10] - Bulgaria has launched the largest operating battery energy storage system in the EU, with a capacity of 124 MW/496.2 MWh. [9] - A research team in Turkey has developed a TOPCon solar cell with nickel contact and low silver usage, which can significantly reduce production costs. [9] - Apatura has obtained planning permission for a 100 - MW battery energy storage system project in Scotland, with a total approved storage capacity of over 1.6 GW. [9]

Core Viewpoint - The recent trade data from Shanghai Customs indicates a resilient performance in China's foreign trade, with significant growth in exports across various regions, reflecting the vitality of regional economies and the multifaceted resilience of Chinese manufacturing [1] Group 1: Regional Collaboration Strengthening Foreign Trade - The record high foreign trade figures in multiple regions are attributed to the collaborative development among regions, showcasing the strength of Chinese manufacturing and the establishment of a new foreign trade ecosystem that enhances risk resilience and stimulates momentum [2] Group 2: Complete Industrial Chain System - China's gradual formation of a complete industrial chain system is evident from the foreign trade performance, with a shift from "single chain pressure" to "ecological risk resistance," exemplified by Dongguan's record high import and export value, supported by a robust manufacturing ecosystem [3] Group 3: Structural Optimization Driving Growth - The continuous optimization of export product structure, transitioning from traditional products to new energy vehicles and high-tech products, is a key driver of foreign trade growth, with Zhejiang's electric vehicle exports surging by 86.3% [4] Group 4: Innovation Driving Core Competitiveness - Innovation is crucial for Chinese manufacturing to navigate global trade competition, as evidenced by Shanghai's high-tech product exports reaching 239.6 billion yuan, with significant growth in surgical robot exports, highlighting the integration of technology and industry [5] Group 5: Diversified Layout Expanding New Markets - Chinese enterprises are adopting a "multi-point flowering" strategy to diversify market presence, reducing reliance on single markets, which effectively mitigates risks and maintains strategic initiative amid global supply chain restructuring [6]

Report Summary 1. Industry Investment Rating No relevant information provided. 2. Core View - On July 23, the nickel price shifted to narrow - range fluctuations as the continuously surging varieties adjusted, indicating emerging market divergence. The nickel surplus pattern remains unchanged, and price pressure persists. With the approval of additional RKAB quotas in Indonesia, nickel ore supply will be abundant, and there is room for a decline in premiums and ore prices. Although the ferronickel price has slightly rebounded, most smelters in Indonesia are still at a loss, and the production reduction after the conversion to high - grade nickel matte is limited, providing limited price support. Stainless steel is in the traditional off - season with high inventories, and it is difficult to support the raw material end. The sulfuric acid nickel price remained flat. Overall, the nickel fundamentals have not changed significantly, and the subsequent support from the ore end may weaken. Currently, the macro - sentiment dominates the market, and the nickel price is temporarily strong, but the rebound space should be viewed with caution [7]. 3. Summary by Section 3.1行情回顾与操作建议 (Market Review and Operation Suggestions) - On July 23, the SHFE nickel 2509 closed at 123,370, down 0.06% from the previous day, and the total index positions decreased by 2,860 to 173,672 lots. The nickel market's excess situation remains, and price pressure exists. The supply of nickel ore will be loose, and there is room for a decline in premiums and ore prices. The ferronickel price has a slight rebound, but most Indonesian smelters are still at a loss, and the support for prices is limited. Stainless steel is in the off - season with high inventories, and it is difficult to support the raw material end. The sulfuric acid nickel price remained at 27,250, and it is expected to stop falling temporarily. The overall performance of each industrial link is weakening, and the support from the ore end may loosen. The macro - sentiment currently dominates the market, and the nickel price is temporarily strong, but the rebound space should be treated with caution [7]. 3.2行业要闻 (Industry News) - The Indonesian Nickel Miners Association (APNI) revealed that Indonesia's actual nickel ore production in 2025 was only 120 million tons, far lower than the approved RKAB quota of 364.1 million tons in the first half of the year. The low utilization rate of the quota was due to the rainy season in major mining areas. In the first half of the year, Indonesia imported 4.6 million tons of nickel ore from the Philippines. Since January 2025, the cost pressure on Indonesia's nickel industry has been increasing due to policies and taxes. APNI is formulating ESG regulations to enhance its international reputation [8][10]. - Bulgaria launched a 124 - megawatt/496.2 - megawatt - hour battery energy storage system, marking a step towards its goal of deploying 10,000 megawatt - hours of battery energy storage capacity within a year [10]. - A Turkish research team developed a TOPCon solar cell using nickel contact with almost no silver, which significantly reduces silver consumption while maintaining high efficiency, potentially reducing production costs [10]. - Renewable energy storage company Apatura obtained planning permission for a 100 - megawatt battery energy storage system project in Scotland, which will help the region achieve its energy and emission - reduction goals [10].

Group 1: Economic Growth and Innovation - The added value of high-tech manufacturing in China increased by 9.5% year-on-year in the first half of the year, contributing 23.3% to the overall industrial growth [1] - R&D expenditure as a percentage of GDP in China has approached 2.7%, surpassing the EU average and nearing the OECD average [2] - The number of effective invention patent applications in China reached nearly 5 million in the first five months, growing by 12.8% [2] Group 2: Technological Advancements - Significant technological achievements include the launch of DeepSeek model, amphibious firefighting aircraft AG600 receiving certification, and advancements in quantum computing and nuclear fusion [2][3] - The number of national-level manufacturing innovation centers has reached 33, supporting the industrialization of technological achievements [2] Group 3: Industry Transformation - The structure of the economy is steadily adjusting, with high-tech manufacturing and high-tech service investments growing by 9.5% and 8.6% respectively [4] - The production of industrial robots increased by 32% year-on-year, and the added value of smart vehicle equipment manufacturing grew by 26.8% [4] Group 4: Green Development - The production of new energy vehicles, lithium-ion batteries for vehicles, and solar batteries increased by 36.2%, 53.3%, and 18.2% respectively in the first half of the year [4] Group 5: Financial Support for Innovation - The total amount of loans for technological innovation and technological transformation reached 1.7 trillion yuan, 1.9 times that of the end of last year [7] - A new "technology board" in the bond market has been established to promote the construction of a technology finance system [6][7]