格隆汇10月11日｜据中国贸易救济信息网，2025年9月29日，印度商工部发布公告，对原产于或进口自 中国的无论是否组装成模块或制成面板的太阳能电池作出反倾销肯定性终裁，建议基于CIF（到岸价） 对中国涉案产品征收为期3年的反倾销税，涉案生产商晶科集团和天合集团税率均为0，爱光集团和非抽 样合作生产商的税率均为23%，中国其他生产商的税率为30%。涉案产品为无论是否组装成组件或制成 面板，采用晶硅（c-Si）或薄膜技术生产，包括由太阳能电池组成的太阳能组件或面板，以及包括"单 晶"或"多晶"的太阳能电池。 ...

用电量是经济运行的"晴雨表""风向标"。国家能源局数据显示，全社会用电量继7月首次突破万亿千瓦 时之后，8月再度破万亿，达到10154亿千瓦时。数据背后，显示出新质生产力蓬勃发展，正形成新的经 济增长点。 (0) 200 000 乡村产业电气化改造 稳步推进 农业生产保持平稳，乡村产业电气 化改造稳步推进。8月,第一产业用电 量164亿千瓦时,同比增长9.7%,较 去年同期提高5.1个百分点。 充电基础设施投资 加快释放 前8月，充换电服务业用电量同比 增长44.1%；截至8月底，我国电动汽 车充电基础设施(充电枪) 总数达到1 734.8万个，同比增长53.5%。 公读 D 人民网 中国 绿色化转型成效 持续显现 8月,我国风力发电机组产量增速 达78.1%;新能源汽车、汽车用锂离 子动力电池、太阳能电池等相关产品 表现亮眼。 (0 people.cn the list >中国 互联网相关产业 快速发展 在移动互联网、大数据、云计算 等快速发展带动下，前8月，互联网和 相关服务业用电量同比增长28.8%。 （文章来源：人民网） ...

人民日报记者 丁怡婷 用电量是经济运行的"晴雨表""风向标"。国家能源局数据显示，8月全社会用电量10154亿千瓦时， 同比增长5.0%。这是继今年7月用电量首次突破万亿千瓦时之后，再度破万亿，在全球也属首次。 "1万亿千瓦时"，相当于由乌东德、白鹤滩、三峡等6座梯级水电站构成的世界最大清洁能源走廊全 年发电量的3倍多，也约是我国2015年7月用电量的2倍。 中国电力企业联合会统计与数智部副主任蒋德斌认为，月度用电量连续两月突破万亿千瓦时的背 后，有今夏高温高湿天气来得早持续久，带动居民用电快速增长的拉动，也显示出新质生产力蓬勃发 展，正形成新的经济增长点，推动用电量向上攀升。 生产端：制造业向"新"向"绿"转型成效持续显现 四川成都一家半导体生产企业，全自动生产线满负荷运转。前不久，企业总投资15亿元的扩产项目 投运。"订单量和各项交付指标数据创新高，国庆、中秋假期我们也开足马力赶订单。"企业负责人介 绍，前三季度用电量预计同比增长约50%。 在领克汽车浙江宁波余姚工厂，机械臂仅70秒便可拧紧车底盘的螺丝。"生产线前段时间刚完成智 能化升级，装配效率比之前更高了。"工厂电气技术主管工程师张辉介绍，8月工厂日 ...

用电量是经济运行的"晴雨表""风向标"。国家能源局数据显示，8月全社会用电量10154亿千瓦时，同比 增长5.0%。这是继今年7月用电量首次突破万亿千瓦时之后，再度破万亿，在全球也属首次。 "1万亿千瓦时"，相当于由乌东德、白鹤滩、三峡等6座梯级水电站构成的世界最大清洁能源走廊全年发 电量的3倍多，也约是我国2015年7月用电量的2倍。 中国电力企业联合会统计与数智部副主任蒋德斌认为，月度用电量连续两月突破万亿千瓦时的背后，有 今夏高温高湿天气来得早持续久，带动居民用电快速增长的拉动，也显示出新质生产力蓬勃发展，正形 成新的经济增长点，推动用电量向上攀升。 生产端：制造业向"新"向"绿"转型成效持续显现 在领克汽车浙江宁波余姚工厂，机械臂仅70秒便可拧紧车底盘的螺丝。"生产线前段时间刚完成智能化 升级，装配效率比之前更高了。"工厂电气技术主管工程师张辉介绍，8月工厂日出厂整车超400辆，订 单量超过原年度排产计划。供电部门数据显示，宁波汽车制造业8月用电量同比增长7%。 8月，我国工业生产保持较快增长，其中规模以上高技术制造业增加值同比增长9.3%，对全部规上工业 增长的贡献率为28.5%，带动相关行业用电量 ...

多晶硅产业日报 2025-10-09 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力收盘价:多晶硅(日,元/吨) | 50765 | -595 多晶硅11-12价差 | -2800 | -240 | | | 主力持仓量:多晶硅(日,手) | 84987 | -2372 多晶硅-工业硅价差(日,元/吨) | 42125 | -595 | | 现货市场 | 品种现货价:多晶硅(日,元/吨) | 52550 | 0 多晶硅(菜花料)平均价(日,元/千克) | 30 | 0 | | | 基差:多晶硅(日,元/吨) | 1190 | -80 多晶硅(致密料)平均价(日,元/千克) | 36 | 0 | | | 光伏级多晶硅周平均价(周,美元/千克) | 6.54 | 0 多晶硅(复投料)平均价(日,元/千克) | 34.8 | 0 | | 上游情况 | 主力合约收盘价:工业硅(日,元/吨) | 8640 | 0 出口数量工业硅(月,吨) | 76642.01 | 2635.83 | | ...

贸易伙伴的多元化，有效增强了我国外贸的抗风险能力，也为全球产业链的稳定提供了重要支撑。 第二，技术赋能制造升级，自动化技术广泛应用大幅提升港口效率。 中国交通运输部数据显示，我国已建成和在建的自动化码头数量均居世界首位，标志着我国已全面掌握自动化码头设计、 建造、运营的全链条关键技术。自动化码头集装箱作业效率的世界纪录持续由中国港口创造和保持。其中，青岛港自动化码头 桥吊平均单机作业效率于今年5月份第13次刷新世界纪录，已达到62.62自然箱/小时；上海港亦于近期创下单昼夜集装箱吞吐量 新高，达172395标准箱。 ■李雯珊 集装箱桥吊昼夜运转，万吨巨轮有序靠泊……港口的忙碌景象，是中国外贸"韧"劲十足的生动注脚。中国交通运输部最新 数据显示，今年1月份至8月份，中国完成港口货物吞吐量120.3亿吨，同比增长4.4%，其中内、外贸吞吐量分别增长5.2%和 2.7%；完成集装箱吞吐量达到2.3亿标箱，同比增长6.3%，其中内、外贸吞吐量分别增长3.2%和8.4%。 今年以来，港口外贸集装箱吞吐量增长较快，内外贸各主要指标总体保持平稳增长。笔者认为，这折射出外贸形势持续向 好，主要得益于以下三个方面。 第一，外贸 ...

Economic Performance Comparison - In Q1 2025, the US GDP experienced a contraction of 0.5%, marking the first negative growth since 2022, while China's GDP grew by 5.4% [2][4] - The US saw a significant increase in imports, with a 41.3% rise, particularly in goods imports which surged by 50.9%, negatively impacting GDP calculations [2][7] - China's GDP growth was driven by strong domestic demand, with consumption contributing 73.7% and investment 23.0% to the growth [4][8] Trade Policies and Their Impact - Trump's trade policies, including a substantial increase in tariffs, have led to an expansion of the trade deficit with China, contrary to his claims of protecting American industries [5][11] - The average tariff rate in the US rose from 2.5% to 27% after Trump's policies were implemented, significantly affecting the cost structure for American businesses [7][11] - China's response to tariffs included diversifying trade partnerships and increasing domestic fiscal stimulus, which helped maintain economic stability [8][11] Long-term Economic Outlook - Economic forecasts suggest that Trump's tariffs could lead to a long-term reduction in US GDP by 6% and a decrease in wages by 5% [7][11] - The US manufacturing sector showed weak job growth, with only 12,000 new jobs added in Q1 2025, indicating challenges in the labor market [11][13] - In contrast, China's economic fundamentals remain strong, with a healthier debt structure and significant investments in technology and education, positioning it for sustained growth [8][11][13]

情绪压制，但近期市场依旧有消息再影响多晶硅市场，多晶硅整体依旧维持平稳运行，节后观察下游光伏 多晶硅产业日报 2025-09-30 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力收盘价:多晶硅(日,元/吨) | 51360 | 80 多晶硅11-12价差 | -2560 | -60 | | | 主力持仓量:多晶硅(日,手) | 87359 | -6409 多晶硅-工业硅价差(日,元/吨) | 42720 | 50 | | 现货市场 | 品种现货价:多晶硅(日,元/吨) | 52550 | 0 多晶硅(菜花料)平均价(日,元/千克) | 30 | 0 | | | 基差:多晶硅(日,元/吨) | 1270 | 185 多晶硅(致密料)平均价(日,元/千克) | 36 | 0 | | | 光伏级多晶硅周平均价(周,美元/千克) | 6.54 | 0 多晶硅(复投料)平均价(日,元/千克) | 34.8 | 0 | | 上游情况 | 主力合约收盘价:工业硅(日,元/吨) | 8640 ...

Group 1 - The core viewpoint of the news is that Tongwei Co., Ltd. has shown a positive stock performance recently, with a 2.01% increase in stock price on September 30, reaching 22.33 yuan per share, and a total market capitalization of 100.53 billion yuan [1] - As of July 31, the number of shareholders of Tongwei Co., Ltd. was 289,300, a slight decrease of 0.16% from the previous period, while the average circulating shares per person increased by 0.16% to 15,559 shares [2] - The company reported a revenue of 40.51 billion yuan for the first half of 2025, a year-on-year decrease of 7.51%, and a net profit attributable to shareholders of -4.96 billion yuan, down 58.35% year-on-year [2] Group 2 - Tongwei Co., Ltd. has distributed a total of 25.19 billion yuan in dividends since its A-share listing, with 16.92 billion yuan distributed in the last three years [3] - As of June 30, 2025, the second-largest circulating shareholder was Hong Kong Central Clearing Limited, holding 164 million shares, a decrease of 29.92 million shares from the previous period [3] - The top ten circulating shareholders include various ETFs, with notable changes in holdings, such as Huatai-PB CSI 300 ETF increasing its holdings by 3.88 million shares [3]

Core Points - Aixiang Co., Ltd. experienced a stock price increase of 5.04%, reaching 16.25 CNY per share, with a trading volume of 287 million CNY and a turnover rate of 1.14%, resulting in a total market capitalization of 34.405 billion CNY [1] Company Overview - Aixiang Co., Ltd. is located in Yiwu, Zhejiang Province, and was established on August 12, 1996, with its listing date on August 16, 1996. The company specializes in the research, production, and sales of solar cells [1] - The revenue composition of Aixiang Co., Ltd. is as follows: solar modules account for 74.44%, solar cells for 18.58%, entrusted processing for 5.63%, technical consulting services for 0.69%, other supplementary services for 0.65%, and smart energy business for 0.00% [1] Fund Holdings - According to data, one fund under CICC holds a significant position in Aixiang Co., Ltd. The CICC Huazheng Clean Energy Index Fund A (016915) held 23,500 shares in the second quarter, representing 3.28% of the fund's net value, making it the ninth-largest holding [2] - The CICC Huazheng Clean Energy Index Fund A was established on October 27, 2022, with a current size of 3.6052 million CNY. Year-to-date returns are 28.97%, ranking 1725 out of 4220 in its category, while the one-year return is 44.61%, ranking 1778 out of 3835 [2] - The fund manager, Liu Zhongjin, has been in the position for 8 years and 61 days, managing total assets of 2.79 billion CNY. The best fund return during his tenure is 32.35%, while the worst is -36.31% [2]