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硅业分会:单晶硅需求疲软成交清淡 硅片价格承压下行
智通财经网· 2026-02-05 13:14
智通财经APP获悉,2月5日,硅业分会发文称,据安泰科统计,本周硅片价格承压下行。其中,N型 G10L单晶硅片(182*183.75mm/130μm)成交均价在1.20元/片,环比上周下跌4.76%;N型G12R单晶硅片 (182*210mm/130μm)成交均价在1.26元/片,环比上周下跌4.55%;N型G12单晶硅片(210*210 mm/130μm) 成交均价在1.45元/片,环比上周下跌4.61%。据调研了解,本周下游电池片、组件价格暂无明显变化, 较上周持平,其中电池片主流价格0.41-0.45元/W,组件主流价格0.71-0.75元/W。 受下游需求疲弱影响,本周硅片市场成交清淡,价格承压下行。具体而言,终端装机需求持续疲软,加 之银价攀升致使下游电池企业面临高成本压力,行业悲观情绪弥漫,减产幅度显著,导致硅片采购需求 明显萎缩。同时,部分硅片企业为加速资金回笼,采取降价促销策略。在上述因素共同作用下,硅片价 格延续弱势运行态势。根据调研数据,本周行业整体开工率小幅下调,其中两家一线企业开工率分别为 50%和46%,一体化企业开工率维持在50%–68%,其余企业开工率介于50%–70%之间。 短 ...
Ascent Solar Technologies Spurs Development of CIGS PV Modules Capable of Generating Multiple Times More Power for Space Beaming
Globenewswire· 2026-02-05 13:00
THORNTON, Colo., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Ascent Solar Technologies (“Ascent” or the “Company”) (Nasdaq: ASTI), today announced its plans to continue development of distributed power receiving products in 2026 to account for growing demand for space-based energy beaming technologies. These development efforts include both internally funded research and development as well as continued Collaborative Agreement Notice program work with the NASA Marshall Spaceflight Center and Glenn Research Center, wh ...
ARRAY Technologies Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Conference Call
Globenewswire· 2026-02-04 21:05
ALBUQUERQUE, N.M., Feb. 04, 2026 (GLOBE NEWSWIRE) -- ARRAY Technologies, Inc. (the “Company” or “ARRAY”) (NASDAQ: ARRY), a leading global provider of solar tracking technology products, software, services and foundation solutions, today announced that the Company will release its fourth quarter and full year 2025 results after the market closes on Wednesday, February 25, 2026, to be followed by a conference call at 5:00 p.m. (Eastern Time) that same day. The conference call can be accessed live over the pho ...
Enphase Stock's 36.7% Surge: Shorts Squeezed After Q4 Beat - Enphase Energy (NASDAQ:ENPH)
Benzinga· 2026-02-04 18:26
Solar stocks didn't just wake up — they exploded. After being written off for dead in 2025, Enphase Energy Inc (NASDAQ:ENPH) just ripped 35% higher in one day. The surge was not driven by hope — but on a statement quarter that blew up the bearish narrative. Enphase stock delivered one of its best days ever, torching a crowded short trade that had been betting on a ‘solar winter’.Track ENPH stock here.Q4 Beat Vs. Solar Inventory GlutThe spark was a massive fourth quarter earnings beat that shattered the narr ...
Why Enphase Energy Stock Soared Today
The Motley Fool· 2026-02-04 16:34
Enphase Energy stock may have bottomed -- for now.Shares of solar energy technology company Enphase Energy (ENPH +37.02%) are soaring today. Enphase stock had been on a gradual, but steady descent over the past three years, dropping 77% in that time. But an encouraging earnings report and strong guidance have investors seemingly calling a bottom in the stock. Shares rocketed as much as 42% this morning, and remained up by 37% as of 11:30 a.m. ET. Solar headwinds remainEnphase said demand for its products w ...
Enphase Energy Q4 Earnings Beat Estimates, Revenues Decline Y/Y
ZACKS· 2026-02-04 16:16
Key Takeaways ENPH's Q4 revenues of $343.3M beat estimates but declined 10.3% year over year on softer demand.Enphase Energy shipped 1.55M microinverters and 150.1 MWh of IQ Batteries during the quarter.ENPH's adjusted gross margin fell 710 basis points year over year to 46.1% in Q4.Enphase Energy, Inc. (ENPH) reported fourth-quarter 2025 adjusted earnings of 71 cents per share, which decreased 24.5% from 94 cents reported in the prior-year quarter. However, the bottom line topped the Zacks Consensus Estima ...
Schroders Greencoat to buy 283MWp solar portfolio from METLEN
Yahoo Finance· 2026-02-04 13:30
Schroders Greencoat, a renewable investment manager and part of Schroders Capital, has agreed to acquire a 283-megawatt-peak (MWp) solar photovoltaic (PV) portfolio from METLEN Energy & Metals. The portfolio, comprising seven projects in England and Scotland, includes 143MW already operational and another 140MW under construction, with completion expected by the second quarter of 2026. The projects are set to supply power to approximately 89,333 homes and benefit from long-term offtake agreements with c ...
Enphase Stock Surges 24% After Earnings. Why Some Clouds Are Lifting for Solar.
Barrons· 2026-02-04 12:13
Solar stocks took a battering last year after President Donald Trump's signature tax bill cut clean-energy subsidies. ...
Enphase(ENPH) - 2025 Q4 - Earnings Call Transcript
2026-02-03 22:32
Enphase Energy (NasdaqGM:ENPH) Q4 2025 Earnings call February 03, 2026 04:30 PM ET Company ParticipantsBadri Kothandaraman - President and CEOBrian Lee - Chief Risk OfficerChris Dendrinos - VP of Equity ResearchChristine Cho - Managing DirectorDimple Gosai - Head of US Cleantech ang Sustainability Equity ResearchGus Richard - Managing DirectorMandy Yang - EVP and CFORaghu Belur - SVP, Co-founder, and Chief Products OfficerZach Freedman - VP and Head of Investor RelationsConference Call ParticipantsColin Rus ...
SUNation Energy Eliminates Remaining $1.1 Million Legacy Debt, Removing Multi-Year Payment Obligation and Improving Cash Flow
Globenewswire· 2026-02-03 21:45
RONKONKOMA, N.Y., Feb. 03, 2026 (GLOBE NEWSWIRE) -- SUNation Energy Inc. (Nasdaq: SUNE) (“SUNation” or the “Company”), a leading provider of sustainable solar energy and backup power solutions to residential, commercial, and municipal customers, today announced that it has eliminated the remainder of approximately $1.1M (of an original $2.5m) and substantially reduced its monthly repayments related to a long-term debt obligation of its wholly-owned subsidiary SUNation Solar Systems, significantly improving ...