12 (2): DESIC BESIC sta li 20 E B l 居中国国际光伏与你 THE BTH CH INA INTERNATIONAL PV AND ENERGY STOI 首届光伏CTO峰会暨技术创新大会现场，图源：主办方供图（下同） 11月19日，首届光伏CTO峰会暨技术创新大会在成都圆满闭幕。本次会议由四川省科技厅指导，通威股份有限公司主办，四川省晶硅光伏新兴产业创新中 心、四川省晶硅光伏技术创新中心承办，成都高新区管理委员会、四川省创新驱动发展中心支持举办。 大会以"技术重塑产业，创新定义未来"为主题，旨在搭建一个高规格、高水平的研发交流平台，共同探讨光伏与储能技术的前沿趋势，破解行业发展瓶颈， 定义产业未来蓝图。 众星云集，共享技术盛宴 首届光伏CTO峰会暨技术创新大会汇聚全球顶尖的学术泰斗和行业精英，全国人大代表、全国工商联副主席、通威集团董事局主席刘汉元，四川省科学技术 厅党组书记、厅长路松明，澳大利亚新南威尔士大学卓越教授Martin Green，长三角太阳能光伏技术创新中心主任沈辉，上海市太阳能学会名誉理事长沈文 忠，扬州大学党委书记丁建宁，中国光伏行业协会副秘书长江华等嘉宾莅 ...

Core Insights - The report indicates a narrowing year-on-year growth in social retail sales for October, with a 2.9% increase compared to the previous year, down from 3.0% in September, primarily affected by high base effects and weak demand in the home appliance and real estate sectors [12][21] - The report highlights a general recovery in essential consumer goods, with significant improvements in categories such as grain and oil, food, tobacco, and clothing, while optional consumption shows mixed performance [21][22] Retail Sector Overview - The cumulative retail sales of social consumer goods from January to October reached 4,121.685 billion yuan, with a year-on-year growth rate of 4.3%, a decrease of 0.2 percentage points from the previous period [12] - In October, essential consumption categories saw an increase, with grain and oil food sales growing by 9.1%, while beverage sales turned positive at 7.1% [16][21] - The online retail sales of physical goods continued to rise, accounting for 25.2% of total retail sales, with a year-on-year growth of 6.3% [14] Information Technology Sector - The Philadelphia Semiconductor Index and the Taiwan Semiconductor Industry Index experienced declines, while the DXI Index increased [2] - DRAM memory prices rose, and the production of integrated circuits saw an expanded year-on-year growth in October [2][8] Midstream Manufacturing Sector - Prices in the new energy supply chain generally increased, while the photovoltaic price index declined [5][7] - Sales of major engineering machinery companies in October showed a year-on-year growth slowdown [5][7] Consumer Demand Insights - Prices for fresh milk and sugar increased, while pork prices decreased [5][18] - The average ticket price for movies rose, and the ten-day average box office revenue increased significantly [5][19] Resource Sector Tracking - The average transaction volume of construction steel increased, and rebar prices rose [5][21] - Coal prices remained stable, while the inventory levels of coal and coke at major ports decreased [5][22] Financial and Real Estate Sector - The monetary market saw net injections, while the turnover rate and daily trading volume of A-shares declined [3][6] - The transaction area of commercial housing increased, but the year-on-year decline in housing completion area and sales expanded [3][6]

11月19日，由常州市政府主办、市商务局承办的"新能源产业链合作对接交流会"举行。本次交流会 以"聚势新能源合作赢未来"为主题，汇聚全球新能源领域的龙头企业、科研机构专家及政府代表，集中 展示常州新能源产业硬核实力，现场16个重点项目集中签约，累计总投资近100亿元。 本次交流会的项目签约环节成果颇丰。16个重点合作项目分4批集中签约，涵盖动力电池、储能系统、 变压器、汽车零部件、智能电网等新能源产业核心领域，累计总投资近100亿元。交流会最后，常州向 全球新能源企业发出诚挚邀请，欢迎更多产业链上下游企业选择常州、投资常州、扎根常州，成为城市 发展的"铁杆合伙人"。 近年来，常州秉持"十年磨一剑"的长期主义，匠心专注发展新能源产业，在"发储送用网"五大领域构筑 全国最完整的产业链，加快打造代表江苏高质量发展水平、具有国际竞争力的新能源产业高地。 尤其值得关注的是，常州制造业产业覆盖度全国一流：动力电池产业链完整度达97%，全球每10辆新能 源汽车就有一辆搭载常州产电池；先后35次创造和刷新光伏电池转换效率世界纪录；变压器产量占全国 13.1%；新能源整车年产量近80万辆，正朝着万亿级国家战略性新兴产业集群奋进 ...

"光伏行业肯定要淘汰一定的落后产能，在组件、电池端，主要参考指标是同样版型上的功率。"上海交 通大学教授、上海交通大学太阳能研究所所长沈文忠于11月18日在第八届中国国际光伏与储能产业大会 上接受经济观察报等媒体采访时表示。 "光伏组件、电池企业，尤其是TOPCon企业，面临着在未来一到两年内，是满足标准还是被淘汰的问 题。"沈文忠说。 TOPCon产能是光伏行业最为过剩的产能。目前全行业内有800GW（吉瓦）—1000GW产能，全年需求 约400GW。 沈文忠明确表示，未来将淘汰一半的TOPCon产能。 "一年多以来，光伏行业的技术创新非常多，目的就是为了提升功率，提升光电转换效率。"沈文忠说。 功率是光伏电池和组件的重要参数，一般而言，功率越高，光伏板发电量越多。 沈文忠表示，相关部门正在制定光伏组件标准，按照功率大小分为三个等级，划定的等级将成为国央企 招投标采购的重要标准。 今年9月11日，国家市场监督管理总局、国家标准化管理委员会发布《晶硅光伏组件和逆变器能效限定 值及能效等级（征求意见稿）》，其中规定拟将光伏组件按照技术路线分为TOPCon（隧穿氧化层钝化 接触电池）、BC（背接触电池）和HJT（ ...

"光伏行业肯定要淘汰一定的落后产能，在组件、电池端，主要参考指标是同样版型上的功率。"上海交通大学教授、上海交通大学太阳能研究所 所长沈文忠于11月18日在第八届中国国际光伏与储能产业大会上接受经济观察报等媒体采访时表示。 功率是光伏电池和组件的重要参数，一般而言，功率越高，光伏板发电量越多。 沈文忠表示，相关部门正在制定光伏组件标准，按照功率大小分为三个等级，划定的等级将成为国央企招投标采购的重要标准。 今年9月11日，国家市场监督管理总局、国家标准化管理委员会发布《晶硅光伏组件和逆变器能效限定值及能效等级（征求意见稿）》，其中规 定拟将光伏组件按照技术路线分为TOPCon（隧穿氧化层钝化接触电池）、BC（背接触电池）和HJT（异质结电池）三类，每类又划分三个等 级，区分等级的参数主要是光电转换效率（决定功率的参数）。 | | 1级 | | 2级 | | 3级 | | | --- | --- | --- | --- | --- | --- | --- | | 产品类型 | 光电转换 | 环境应力 | 光电转换 | 环境应力 | 光电转换 | 环境应力 | | | 效率 | 袁减率 | 效率 | 袁减率 | ...

证券日报网讯横店东磁11月17日在互动平台回答投资者提问时表示，公司锂电池产业具备年产8GWh产 能，主要应用于电动二轮车、电动工具、便携式储能、智能家居类等小动力领域。光伏产业具备年产 23GW电池和21GW组件，通过持续聚集差异化和国际化布局，注重创新和技术的领先性，深挖内部潜 力以降本提质，以及前瞻性做好供应链布局等，具备较好的综合成本优势。 （文章来源：证券日报） ...

每经AI快讯，有投资者在投资者互动平台提问：公司领导好，请问公司锂电相关产品产能是多少？储 能电池是否自产。同时请教下公司光伏电池年产能有多少GW，和同行比有成本优势嘛？ 横店东磁（002056.SZ）11月17日在投资者互动平台表示，公司锂电池产业具备年产8GWh产能，主要 应用于电动二轮车、电动工具、便携式储能、智能家居类等小动力领域。光伏产业具备年产23GW电池 和21GW组件，通过持续聚集差异化和国际化布局，注重创新和技术的领先性，深挖内部潜力以降本提 质，及前瞻性做好供应链布局等，具备较好的综合成本优势。 （记者 王晓波） ...

Core Insights - The company reported a revenue of 5.682 billion yuan for the first three quarters of 2025, a year-on-year decrease of 30.72%, with a net loss attributable to shareholders of 419 million yuan [1] - In Q3 2025, the company achieved a revenue of 2.018 billion yuan, representing a year-on-year growth of 10.42% and a quarter-on-quarter increase of 12.86%, with a net loss of 155 million yuan [1] Financial Performance - In Q3 2025, the company’s battery shipment volume is expected to increase quarter-on-quarter due to strong overseas demand [2] - The gross profit margin improved to 0.67% in Q3 2025, turning positive due to increased operating rates and price hikes in the supply chain, with a reduction in unit loss for batteries anticipated [2] - The company recorded non-operating income primarily from electricity subsidies, amounting to around 100 million yuan in Q3, showing little change [2] - The company’s debt ratio decreased to 74.14% following the completion of H-share fundraising, with cash and trading financial assets totaling approximately 5.4 billion yuan, providing a strong financial buffer [2] - A minor asset impairment loss of 9 million yuan was recognized in Q3 2025, having a negligible impact on the financial statements [2] Strategic Developments - The company is advancing its globalization strategy, with overseas sales accounting for over 50% of total sales, benefiting from a price premium compared to domestic markets [3] - A strategic cooperation agreement was signed with local component customers in Turkey, focusing on the construction of high-efficiency battery projects to meet the urgent demand for high-performance solar batteries in Turkey and other global markets [3] - The successful issuance of H-shares supports the company’s global expansion and exploration of new business opportunities, with a positive outlook on its global layout capabilities and N-type high-efficiency battery technology [3]

Investment Rating - The investment rating for the company is "Buy" and is maintained [8]. Core Views - The company reported a revenue of 5.682 billion yuan for the first three quarters of 2025, a year-on-year decrease of 30.72%. The net profit attributable to the parent company was -419 million yuan. In Q3 2025, the revenue was 2.018 billion yuan, showing a year-on-year increase of 10.42% and a quarter-on-quarter increase of 12.86%, with a net profit of -155 million yuan [2][6]. Summary by Sections Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 5.682 billion yuan, down 30.72% year-on-year. The net profit attributable to the parent company was -419 million yuan. In Q3 2025, the revenue was 2.018 billion yuan, reflecting a year-on-year growth of 10.42% and a quarter-on-quarter growth of 12.86%, with a net profit of -155 million yuan [2][6]. Operational Insights - The company experienced an increase in battery shipment volumes due to strong overseas demand. The gross margin improved to 0.67%, indicating a recovery in profitability. The non-recurring gains mainly came from electricity subsidies, which remained stable at around 100 million yuan in Q3 [12]. Strategic Developments - The company has signed a strategic cooperation agreement with local component customers in Turkey, actively advancing capacity construction. This collaboration aims to meet the urgent demand for high-performance photovoltaic batteries in Turkey and other global markets, enhancing the company's international capacity and customer service capabilities [12]. Financial Health - The company's debt ratio has decreased to 74.14% following the successful fundraising from H shares. As of the end of Q3 2025, the company had approximately 5.4 billion yuan in cash and trading financial assets, providing a solid financial buffer to navigate through market cycles [12]. Market Position - The company has successfully increased its overseas sales proportion to over 50%, benefiting from a pricing premium compared to domestic markets. This positions the company favorably within the industry, allowing for better profitability than its peers [12]. Future Outlook - The report maintains a positive outlook on the company's global expansion capabilities and its N-type high-efficiency battery technology, reinforcing the "Buy" rating [12].

记者从南方电网广西电网公司获悉，日前，220千伏中能建樟木风电项目顺利并入广西电网，广西 清洁能源装机容量正式突破8000万千瓦大关，清洁能源规模占比达72.15%。据了解，今年以来，广西 清洁能源发电量1277.1亿千瓦时，同比增长16.8%，占全部电量类型的66.3%。 "双碳"目标推动下，广西新能源发展亮点频出。全区新能源装机自2021年突破1300万千瓦后，仅4 年间便跃升至5572万千瓦，完成从千万级到五千万级的跨越。"十四五"期间，广西海上风电实现零的突 破——防城港海上风电示范项目A场址工程全容量正式并网发电，这一突破也让广西成为西部首个涵盖 水、火、核、陆风、海风、光等多种电源类型的省级电网。2025年，广西新增新能源装机规模累计达 1371万千瓦，单日发电量最高达3.02亿千瓦时，创历史纪录，新能源成为增量电源"主力军"。 "绿电+"发展呈现多元化格局。广西农业、渔业资源丰富，"分布式光伏+农光互补"项目化身"阳光 银行"，"水上漂"的漂浮式光伏电站也成为能源开发的新场景，构建起"光伏+水系治理+生态养殖+生态 修复+生态农业"的立体循环发展模式。以广西华昇水上漂浮式光伏电站为例，该电站于9 ...