格隆汇2月4日丨晶澳科技(002459.SZ)在投资者互动平台表示，公司主营为太阳能硅片、电池及组件的 研发、生产和销售，并通过自主研发与合作研发相结合的方式加速BC电池技术的研发和储备钙钛矿及 叠层高效电池技术。未来也会对多场景应用进行探索发展。 ...

证券日报网讯1月23日，晶澳科技（002459）在互动平台回答投资者提问时表示，公司主营为太阳能硅 片、电池及组件的研发、生产和销售，并通过自主研发与合作研发相结合的方式加速BC电池技术的研 发，同时，储备钙钛矿及叠层高效电池技术。未来公司也会对多场景应用进行探索发展。 ...

中新社瑞士达沃斯1月20日电 题：普华永道中国主席何睦宁：中国将继续为全球经济复苏提供有力支撑 作者 马秀秀 杨楚瑜 世界经济论坛2026年年会期间，普华永道中国主席何睦宁(Hemione Hudson)在接受中新社记者书面专访 时表示，中国始终是全球经济增长与创新的关键力量。中国对全球经济增长的贡献率保持在30%左右， 将继续为全球经济复苏提供有力支撑。 何睦宁指出，中国拥有庞大且高素质的劳动力资源，每年约有500万名科技、工程和数学专业毕业生进 入市场，推动电动汽车、太阳能等高质量行业蓬勃发展。与此同时，中国在高科技、新能源等新兴领域 的快速进步，为外资企业创造了广阔机遇。 中国经济持续贡献全球经济复苏和稳定增长，在普华永道近日在达沃斯发布的全球CEO调查中得到充分 体现。何睦宁介绍，44%的中国内地CEO认为未来一年中国的经济增长(GDP)将有所改善，较去年略有 上升。香港CEO的信心提升更为显著，61%的受访者认为本地经济将增长改善，较去年提升近20个百分 点。 何睦宁表示，从具体功能来看，中国是"供应链的稳定器"，以其完备的产业体系和领先的制造能力，为 全球产业链的稳定运行提供关键支撑。此外，通过高 ...

Core Viewpoint - Morgan Stanley reports a significant increase in solar wafer and battery prices by December 2025, primarily driven by rising costs of key materials such as polysilicon and silver paste, along with some influence from anti-involution policies [1] Group 1: Industry Insights - The establishment of a polysilicon industry consolidation platform is expected by early December 2025, with policy-driven industry consolidation anticipated to occur in 2026 [1] - The report indicates that the price increase in solar components is a result of both material cost pressures and regulatory influences [1] Group 2: Company Ratings - Morgan Stanley has assigned an "overweight" rating to GCL-Poly Energy and DAQO New Energy, indicating a positive outlook for these companies [1] - The report suggests that the stock price of Goldwind Technology may have risen excessively due to the IPO of Blue Arrow Aerospace [1] - In the upstream wind power sector, the report advises investors to shift their focus towards Oriental Cable [1]

Group 1 - Morgan Stanley reports a significant increase in solar wafer and battery prices by December 2025, primarily due to rising costs of key materials such as polysilicon and silver paste, along with some influence from anti-involution policies [1] - The establishment of a polysilicon industry consolidation platform is expected in early December 2025, with policy-driven industry consolidation anticipated to occur in 2026 [1] - The firm has given "overweight" ratings to GCL-Poly Energy (03800) and Daqo New Energy (DQ.US) [1] Group 2 - Goldwind Technology (02208) H-shares and A-shares saw price increases of 17% and 18% respectively from December 31, 2025, to January 6, 2026, while the Hang Seng China Enterprises Index rose by 4% and the Shenzhen Component Index by 3% [1] - The price surge is attributed to market expectations regarding the value release of Goldwind's 4.14% stake in Blue Arrow Aerospace, which has IPO plans [1] - Since December 31, 2025, Goldwind's market capitalization has increased by approximately 14 billion RMB, with an estimated valuation multiple for Blue Arrow Aerospace reaching 88 times the 2024 fiscal year price-to-book ratio [1] Group 3 - Siyuan Electric (002028.SZ) has signed a three-year memorandum of understanding for energy storage cooperation with CATL (03750), with a total scale of 50GWh [2] - This collaboration demonstrates Siyuan Electric's ambition to develop its energy storage system business, which could support annual revenues of approximately 20 billion RMB once fully operational [2] - Preliminary estimates suggest that this 50GWh partnership may provide over 10% upside to Siyuan Electric's market consensus earnings forecast for the fiscal years 2027 to 2028 [2]

Company - TCL Zhonghuan's latest stock price is 8.29 yuan, up 0.07 yuan from the previous trading day, with an intraday high of 8.41 yuan and a low of 8.23 yuan, and a trading volume of 646 million yuan [1] - The company specializes in the research and production of photovoltaic monocrystalline silicon materials and components, covering products such as solar silicon wafers, battery cells, and modules, playing a crucial role in the renewable energy generation sector [1] Industry - The Ministry of Industry and Information Technology will hold a symposium for photovoltaic companies on August 19, focusing on industry standardization [1] - Recent fluctuations in the photovoltaic industry chain have been notable, with a rebound in polysilicon futures prices [1] - China Huadian Group is about to open bidding for a large-scale project involving 20GW of component procurement, drawing market attention to component price trends [1] - On the same day, there was a net outflow of 37.54 million yuan in main funds, with a cumulative net outflow of 254 million yuan over the past five days [2]

Core Viewpoint - Chint New Energy plans to invest $700 million in constructing a second solar module manufacturing plant in Balıkesir, Turkey, with operations expected to begin by the end of 2025 [1] Group 1: Investment and Expansion Plans - The company has acquired land in a local organized industrial zone for the new facility [1] - The initial focus of the plant will be on photovoltaic silicon wafers and battery production, targeting an annual capacity of 3 GW [1] - Full production is anticipated by 2028, with an expanded annual capacity of 5 GW and the introduction of finished solar modules [1]