李耀，高昆，江华，冯国楠，张卓* ( 中国电子信息产业发展研究院，北京100048) （来源：太阳能杂志） DOI: 10.19911/j.1003-0417.tyn20250619.02文章编号1003-0417(2025)12-05-07 2024 年全球光伏市场进展概述 摘 要：在传统能源短缺、气候日益恶化的背景下，大力发展光伏发电已成为全球共识。首先对2024 年全球光伏市场进行了概述，然后对全球主要国家的光伏市场情况进行了系统梳理与分析，最后对全球 光伏市场的发展趋势进行了展望。分析结果表明：1) 2024 年，全球光伏发电新增装机容量达到530 GW，全球光伏发电累计装机容量突破2000 GW。2) 中国继续领跑全球光伏市场，集中式光伏发电和分 布式光伏发电并重发展；2024 年，中国光伏发电新增装机容量超过270 GW。3) 美国2024 年的光伏发电 新增装机容量约为50 GW，公用事业光伏发电项目成为其光伏发电新增装机容量增长的核心驱动力。4) 印度作为新兴光伏市场，其2024 年创下30 GW 的光伏发电新增装机容量纪录。5) 巴西和德国均在加速 其光伏发电项目的布局，其2024 年的光伏 ...

Core Viewpoint - China Satellite (600118) is expected to report a significant loss in the first half of 2025, with a projected net loss of between 21.2 million to 41.2 million yuan, a stark decline from a profit of 8.5 million yuan in the same period last year [1][2]. Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of between -41.2 million yuan and -21.2 million yuan for the first half of 2025, indicating a shift from profitability to loss [1]. - The expected net profit after deducting non-recurring gains and losses is projected to be between -47.3 million yuan and -25.3 million yuan [1][2]. - The 2024 annual report indicated a net profit decline of 82.28% to 27.914 million yuan, with a 96.67% drop in net profit excluding non-recurring items, highlighting ongoing financial pressure [3]. Group 2: Reasons for Performance Decline - The decline in performance is attributed to fewer contracts meeting acceptance conditions in satellite manufacturing, leading to a decrease in recognized revenue while operational expenses continue to rise [2]. - Although there was a significant increase in the delivery of aerospace components, the majority were low-margin commercial space products, contributing minimally to profit [2]. - The competitive landscape has intensified due to the influx of private capital in commercial aerospace, necessitating a restructuring of profit models for traditional aerospace companies [3]. Group 3: Strategic Response - The company plans to accelerate the implementation of key projects and task deliveries, focusing on industry user needs and optimizing products and services [2]. - Efforts will be made to explore new avenues in commercial aerospace and satellite applications while enhancing cost management and risk control [2]. - China Satellite is actively participating in low-orbit internet construction projects, providing various products and services, including electronic products and communication terminals [3].

Core Viewpoint - The article highlights the recent patent granted to multiple subsidiaries of Aisxu Solar Technology, focusing on advancements in solar cell technology that enhance efficiency and reliability while reducing thermal risks [1]. Group 1: Patent Information - A patent titled "Solar Cells, Photovoltaic Modules, and Photovoltaic Systems" was granted to several companies under Aisxu Solar Technology, with the application date being July 2024 [1]. - The patent describes a technology involving a silicon substrate with doped layers that improve the performance of solar cells by allowing suitable leakage currents while maintaining conversion efficiency [1]. Group 2: Company Profiles - Zhejiang Aisxu Solar Technology Co., Ltd. was established in 2016, located in Jinhua, with a registered capital of approximately 569.19 million RMB. The company has invested in 9 enterprises and holds 1791 patents [2]. - Zhuhai Fushan Aisxu Solar Technology Co., Ltd. was founded in 2021 in Zhuhai, with a registered capital of 450 million RMB. It has participated in 84 bidding projects and holds 956 patents [2]. - Chuzhou Aisxu Solar Technology Co., Ltd. was established in 2024 in Chuzhou, with a registered capital of 50 million RMB. It has participated in 2 bidding projects and holds 120 patents [2]. - Shenzhen Aisxu Digital Energy Technology Co., Ltd. was founded in 2022 in Shenzhen, with a registered capital of 65 million RMB. It has invested in 2 companies and holds 423 patents [3]. - Tianjin Aisxu Solar Technology Co., Ltd. was established in 2018 in Tianjin, with a registered capital of 130 million RMB. It has participated in 22 bidding projects and holds 1118 patents [3]. - Guangdong Aisxu Technology Co., Ltd. was founded in 2009 in Foshan, with a registered capital of approximately 282.35 million RMB. It has invested in 1 company and holds 1691 patents [3].