当前行业整体库存上升至41万吨以上，本月硅料库存继续保持小幅累库趋势。当前多晶硅市场成交整体清淡，签单量环比有所下降。 价格持稳主要受两方面因素影响：一方面，硅片企业开工率保持稳定，且仍持有相当数量的多晶硅库存，对硅料的定期采购需求总体平稳；另一方面，部分 硅料企业因检修或减产，可销售余量接近上限，故近期新签订单较少，仅少量保供订单成交，发货期已延至11月。 供需与库存 智通财经APP获悉，TrendForce发文称，光伏产业链在反内卷政策下，尽管短期供需关系不佳，但价格有望企稳。其中多晶硅环节、硅片环节及电池片环节 受到政策调控，预计本月价格将保持高位持稳。组件环节受终端需求疲软影响，整体价格上涨乏力。后续仍需重点关注反内卷政策推进落地效果，政策或继 续主导行业价格走势。 多晶硅环节 价格趋势 从供需基本面来看，硅片过剩格局依旧，且本月有继续提产，有加剧过剩趋势。下游抵触氛围也越发强烈，有减产倒逼价格迹象。 价格趋势 近期硅片价格也将承压，价格有下行风险。但日前自律会议再次传出产业链成本指导价格，企业也均有报涨心态。给原本预期要下行的硅片带来稳价甚至提 涨信心。 电池片环节 供需与库存 当前电池库存上升至7 ...

大到船舶、工程机械小到智能手机和家电，"中国制造"在全球范围收获铁杆粉丝。泰国的榴莲、越南的火龙果、新西兰的奇异果 等，也丰富了中国消费者的"果篮子"。服务贸易规模2024年首次突破1万亿美元，位居全球第二，首次对跨境服务贸易实施负面清 单管理。 E CCTV/ 1) "提行及 综 合 成绩单 2024年增长2.6倍 0 minution 锂电池 光伏产品 电动汽车 6 13 IIIIT A TITL E CCTV 1 综 음 成绩单 可数字化交付服务 es 2 11 .. 1 进出口额 管 关近四成 A CCTV/ 线 / 合 成绩单 原航线约33天 Ruta exister 钱凯 央视网消息："十四五"期间，我国外贸在全球变局中逆势上扬，顶住压力、稳中提质。五年来，我们不仅"做大了体量""做强 了结构"，更是"锻造了韧性"，让贸易强国的建设步伐不断加快。 "十四五"规划纲要提出，要协同推进强大国内市场和贸易强国建设，促进内需和外需、进口和出口协调发展，加快培育参与国际合 作和竞争新优势。 "十四五"期间，外贸体量持续扩大。货物贸易规模连续跨过5万亿、6万亿美元两大台阶，2024年达到6.16万亿美元，较" ...

组件出口：根据海关总署数据，8月组件出口额209.5亿元，同比+20.4%，环比+31.9%。 1-8月累计出口额1322.1亿元，同比-18.0%。根据Infolink，2025年7月国内光伏组件出口量 21.25GW，同比+8%，环比-2%。2025年7月全球前五大单一出口市场依序为荷兰、沙特阿拉 伯、菲律宾、巴西、希腊，合计出口量约占全球市场37%。2025年1-7月国内组件累计出口 148.6GW，同比-2%。 山西证券近日发布光伏行业月度报告：根据海关总署数据，8月组件出口额209.5亿元， 同比+20.4%，环比+31.9%。1-8月累计出口额1322.1亿元，同比-18.0%。根据Infolink，2025 年7月国内光伏组件出口量21.25GW，同比+8%，环比-2%。2025年7月全球前五大单一出口 市场依序为荷兰、沙特阿拉伯、菲律宾、巴西、希腊，合计出口量约占全球市场37%。2025 年1-7月国内组件累计出口148.6GW，同比-2%。 以下为研究报告摘要： 投资要点： 国内光伏新增装机：根据国家能源局数据，2025年8月国内光伏新增装机7.4GW，同 比-55.3%，环比-33.3%。 ...

ORDOS, China, Sept. 29, 2025 (GLOBE NEWSWIRE) -- From October 12 to 14, the 2025 Ordos Annual Conference on Media Convergence Development will be held in Ordos, Inner Mongolia Autonomous Region. The conference aims to exchange practical achievements in media convergence, analyze the challenges faced in its development, and propose strategies to advance it further. Under the theme "Systematic Reform of Mainstream Media in the Digital Intelligence Era," the conference will bring together representatives from ...

JinkoSolar Holding Co., Ltd. (NYSE:JKS) is one of the 11 Cheap Clean Energy Stocks to Buy Right Now. JinkoSolar Holding Co., Ltd. (JKS) Announces Completion of Its Sale of 300,145,075 A Shares of Its Majority-Owned Subsidiary, Jinko Co., Ltd., to Institutional Investors at $0.69 per Share On September 18, 2025, JinkoSolar Holding Co., Ltd. (NYSE:JKS) announced the completion of its sale of 300,145,075 A shares of its majority-owned subsidiary, Jinko Co., Ltd., to institutional investors at $0.69 per shar ...

Group 1 - Xi Jinping and Donald Trump had a phone call discussing the current state of China-US relations and strategic guidance for future development [3] - The State Council, led by Premier Li Qiang, held a meeting focusing on the implementation of the "Beautiful China" initiative and discussed the revision of the Banking Supervision Law [3] - The People's Bank of China will hold a significant press conference on September 22, 2025, to introduce achievements in the financial sector during the 14th Five-Year Plan period [3] Group 2 - The Ministry of Ecology and Environment reported that China has achieved its 2030 renewable energy targets ahead of schedule, with a continuous decline in carbon intensity during the 14th Five-Year Plan [3] - The Ministry of Commerce is promoting reforms in the automotive aftermarket to stimulate consumption and will work to eliminate restrictive measures in this sector [3] - The National Medical Products Administration is seeking opinions on a draft to enhance cosmetics regulation, aiming for a more robust regulatory framework by 2030 and achieving international standards by 2035 [3] Group 3 - Longi Green Energy and JinkoSolar have reached a settlement regarding global patent disputes, agreeing to end all ongoing legal proceedings and establish cross-licensing arrangements [3] - Huadian Co. announced plans to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with relevant intermediaries [3] - Dingxin Communications faced regulatory warnings for misleading information regarding its agreement with Alibaba's semiconductor subsidiary, PingTouGe [3] Group 4 - ByteDance announced it will comply with Chinese laws to ensure TikTok's continued service in the U.S. [4] - The U.S. House of Representatives passed a temporary spending bill to avoid a government shutdown, but it faces significant resistance in the Senate [4] - The European Commission proposed new sanctions against Russia, including a ban on liquefied natural gas and a price cap on Russian oil [4]

Market Overview - The market experienced a significant upward trend, with the ChiNext Index rising over 6% and the Shanghai Composite Index regaining the 3800-point mark, closing at 3812.51 points, up 1.24% [1] - The total trading volume for both Shanghai and Shenzhen markets reached 2.3 trillion yuan, a decrease of 239.6 billion yuan compared to the previous trading day [1] Sector Performance - Most industry sectors saw gains, with solid-state battery concepts experiencing a notable surge, leading the market alongside battery, energy metals, photovoltaic equipment, wind power equipment, and power supply equipment sectors [1] - The banking and insurance sectors were the only ones to decline [1] Stock Highlights - Solid-state battery stocks collectively surged, with nearly 30 stocks hitting the daily limit, including leading companies like Xian Dai Intelligent [2] - Photovoltaic and wind power concept stocks were also active, with Jinlang Technology reaching a 20% limit up [2] - Overall, more than 4800 stocks rose, while fewer than 500 stocks declined [2] Institutional Insights - Jifeng Investment Advisory noted that the market rebounded with the battery sector leading, driven by improved liquidity and favorable domestic policies, suggesting investors view pullbacks as opportunities [3] - Jin Ying Fund highlighted positive macroeconomic changes in September, with expectations of improved liquidity and no substantial negative factors for the A-share market, recommending focus on technology, innovative pharmaceuticals, and non-bank sectors [3] - CITIC Securities emphasized the accelerated implementation of AI applications in various industries, predicting a significant increase in AI-related revenue and improved profitability for companies in this sector [4] Policy Developments - New policies aimed at expanding service consumption are expected to be introduced soon, focusing on enhancing high-quality service supply, including inbound tourism and internet services [5] - Hainan is set to implement more open and convenient duty-free shopping policies for travelers, aiming to increase the variety of duty-free goods and enhance the shopping experience [6]

低开低走后一路回撤，截止午盘三大指数集体收跌，其中沪指下跌1.97%，深成指下跌2.37%，创业板 指下跌3.2%，科创50大跌5.38%。两市个股涨跌互现，合计成交额1.6万亿。 大消费股逆势走强，旅游酒店、商业百货、零售等方向领涨，其中岭南空格、汇嘉时代、步步高等在内 的多股涨停。固态电池概念股维持强势，其中金龙羽涨停。光伏、储能概念股表现活跃，其中安彩高科 涨停。电池、食品、光伏等板块涨幅居前。 CPO概念低开低走陷入调整，截止午盘大跌5.11%，包括仕佳光子、炬光科技、天孚通信、新易盛、太 辰光等在内的超10只个股跌停或跌幅在10%上方。百元股、高宽带内存、半导体、存储芯片等板块紧随 其后，且跌幅均在4%上方。 消息面：2025年上半年，包括先导智能、海目星、赢合科技、利元亨等多家头部设备企业披露的新签及 在手订单总额已超过300亿元，同比涨幅高达70%至80%。全球以太网光模块市场规模有望持续快速增 长，2026年将同比增长35%至189亿美元。2025年Q2全球智能手表出货量同比增长8%，华为智能手表出 货量首次夺冠超越苹果 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 ...

Market Overview - The A-share market experienced fluctuations with mixed performance among the three major indices, where the Shanghai Composite Index fell by 1.16% to 3813.56 points, the Shenzhen Component Index decreased by 0.65% to 12472.00 points, and the ChiNext Index rose by 0.95% to 2899.37 points. The total trading volume in the Shanghai and Shenzhen markets was 236.41 billion yuan, a significant decrease of 51.09 billion yuan compared to the previous day [1] Sector Performance - In terms of sector performance, photovoltaic, precious metals, and gaming sectors showed strong gains, while small metals, securities, software development, and agriculture sectors faced declines [1][2] - Notable individual stock movements included a 20% limit-up for Shangneng Electric and a historical high for Zhongji Xuchuang in the CPO concept stocks. The innovative drug sector also saw a surge, with Baihua Pharmaceutical hitting the limit-up [2] Institutional Insights - According to Jifeng Investment Advisory, the market is undergoing orderly high-low switching, with ongoing valuation recovery. The implementation of counter-cyclical adjustment policies is expected to reveal long-term investment opportunities in the A-share market [3] - Yinshui Fund suggests that while the A-share market is likely to maintain a volatile upward trend in the medium to long term, short-term attention should be paid to the volatility risks of high-position sectors. The recent market pullback is attributed to institutional profit-taking and a cooling sentiment due to news [3] - Juyuan Asset notes that while the stock market continues to rise, volatility is increasing, with technology stocks and mid-to-large caps leading the gains, while small caps and the Beijing Stock Exchange are experiencing larger adjustments [4] Corporate Developments - Ant Group's subsidiary has invested in Yezhixin Technology, which specializes in integrated circuit chip design. The registered capital of Yezhixin Technology has increased from 1 million yuan to approximately 1.296 million yuan [5] - The Ministry of Finance plans to issue a second tranche of the 2025 ultra-long special government bonds with a total face value of 35 billion yuan. The bonds will have a fixed interest rate of 2.10% and will be issued competitively [6] - Digital China is actively expanding into the robotics industry and has formed partnerships with leading companies like Yushut Technology to develop solutions for specific scenarios such as inspection and security [7]

Group 1 - The core viewpoint of the news highlights a collective rise in Hong Kong solar stocks, with significant gains for companies like Xinyi Solar and Fuyao Glass, driven by positive developments in the photovoltaic sector [1][2] - As of August 20, 2023, there are 32 new proposed expansion projects in China's photovoltaic sector, with 14 manufacturing projects already underway [1] - According to the National Energy Administration, from January to July 2025, China's newly installed photovoltaic capacity reached 223.25 GW, representing an 81% year-on-year increase [1] Group 2 - CPIA forecasts that China's newly installed photovoltaic capacity could reach 270-300 GW in 2025, reflecting a year-on-year growth of approximately 3% [1] - Emerging markets such as India, the Middle East, and Latin America are experiencing rapid growth in demand for photovoltaic products, while traditional markets in Europe and the US are maturing [1] - Global newly installed photovoltaic capacity is expected to reach 570-630 GW in 2025, with a year-on-year increase of about 13% [1]