分红方面，爱旭股份A股上市后累计派现9.21亿元。近三年，累计派现7.15亿元。 资料显示，上海爱旭新能源股份有限公司位于浙江省义乌市苏溪镇好派路699号，成立日期1996年8月12 日，上市日期1996年8月16日，公司主营业务涉及太阳能电池的研发、生产和销售。主营业务收入构成 为：太阳能组件74.44%，太阳能电池片18.58%，受托加工5.63%，技术咨询服务0.69%，其他(补 充)0.65%，智慧能源业务0.00%。 爱旭股份所属申万行业为：电力设备-光伏设备-光伏电池组件。所属概念板块包括：BC电池、TOPCon 电池、光伏玻璃、太阳能、MSCI中国等。 截至6月30日，爱旭股份股东户数7.82万，较上期减少2.05%；人均流通股20272股，较上期增加1.26%。 2025年1月-6月，爱旭股份实现营业收入84.46亿元，同比增长63.63%；归母净利润-2.38亿元，同比增长 86.38%。 10月9日，爱旭股份盘中上涨2.06%，截至09:49，报16.87元/股，成交1.48亿元，换手率0.56%，总市值 357.18亿元。 资金流向方面，主力资金净流出402.56万元，特大单买入425. ...

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]

| | 工业硅&多晶硅日评20250926：高位整理 | | --- | --- | | 2025/9/26 | 指标 单位 今值 变动 近期趋势 | | 不通氧553#（华东）平均价格 | 元/吨 9,300.00 1.09% | | 工业硅期现价格 | 9,055.00 0.39% 期货主力合约收盘价 元/吨 | | 基差（华东553#-期货主力） | 元/吨 245.00 65.00 | | N型多晶硅料 | 元/千克 51.05 0.10% | | 多晶硅期现价格 | 期货主力合约收盘价 元/吨 51,365.00 -0.03% | | 基差 | 元/吨 -315.00 65.00 | | 不通氧553#（华东）平均价格 | 元/吨 9,300.00 1.09% | | 不通氧553#（黄埔港）平均价格 | 元/吨 9,350.00 1.08% | | 不通氧553#（天津港）平均价格 | 元/吨 9,250.00 1.09% | | 不通氧553#（昆明）平均价格 | 元/吨 9,350.00 1.08% | | | 元/吨 8,950.00 0.56% | | 不通氧553#（四川）平均价格 | ...

Core Viewpoint - Aixiang Co., Ltd. has experienced a stock price decline of 2.05% on September 26, with a current price of 15.77 CNY per share and a total market capitalization of 33.39 billion CNY. The company has shown a year-to-date stock price increase of 43.10% [1] Financial Performance - For the first half of 2025, Aixiang Co., Ltd. achieved operating revenue of 8.446 billion CNY, representing a year-on-year growth of 63.63%. The net profit attributable to shareholders was -238 million CNY, an increase of 86.38% compared to the previous period [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Aixiang Co., Ltd. was 78,200, a decrease of 2.05% from the previous period. The average number of circulating shares per shareholder increased by 1.26% to 20,272 shares [2] Dividend Distribution - Aixiang Co., Ltd. has distributed a total of 921 million CNY in dividends since its A-share listing, with 715 million CNY distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders included Hong Kong Central Clearing Limited as the third-largest shareholder with 33.03 million shares, a decrease of 6.88 million shares from the previous period. Other notable shareholders include GF High-end Manufacturing Stock A and Invesco Great Wall New Energy Industry Stock A, with significant changes in their holdings [3]

伊朗电力短缺问题源于多重因素叠加。2025年夏季，伊朗全国电力需求峰值已攀升至79,800兆瓦，而实 际发电能力仅63,000-64,000兆瓦，缺口高达15,000兆瓦以上，且这一数字预计将持续扩大。 结构性失衡是核心问题。伊朗电力行业过度依赖天然气发电，占比高达90%，而可再生能源仅占全国发 电量的1%。 这种单一能源结构使得电力系统极为脆弱。去年冬季，当居民取暖导致天然气需求激增时，发电厂燃料 供应不足，引发连锁性停电。 能源浪费加剧了供应压力。据世界银行和国际能源署统计，伊朗每年有180亿立方米天然气被放空燃 烧，还有70亿立方米在输配管网中泄漏。同时，伊朗的能源消耗强度位居世界第一，传输和消费过程中 的能源损失率高达60%。 作为世界第二大天然气储量国，伊朗却多年来深受电力短缺困扰，去年冬季每日天然气缺口高达2.6亿 立方米，导致全国50%的工业园区停止运营。 面对这一能源悖论，伊朗正将目光投向太阳能，并与中国签署了史上最大的可再生能源设备采购协议。 伊朗德黑兰的街头，每隔一天就会停电两小时，商店被迫点起蜡烛营业，交通信号灯失效引发拥堵，这 是2025年夏季伊朗电力短缺的真实写照。 01 伊朗电力短 ...

2025 年 09 月 25 日 工业硅：盘面表现较抗跌 请务必阅读正文之后的免责条款部分 1 国 泰 君 安 期 货 研 究 所 多晶硅：上游突发检修，关注市场情绪 张 航 投资咨询从业资格号：Z0018008 zhanghang2@gtht.com 【基本面跟踪】 工业硅、多晶硅基本面数据 | | | 指标名称 | T | T-1 | T-5 | T-22 | | --- | --- | --- | --- | --- | --- | --- | | | | Si2511收盘价（元/吨） Si2511成交量（手） | 9,020 353,767 | 95 -64,913 | 55 77,777 | 345 -121,844 | | | | Si2511持仓量（手） | 270,931 | -2,765 | -14,742 | -18,194 | | | 工业硅、多晶硅期货市场 | PS2511收盘价（元/吨） | 51,380 | 1,120 | -2,110 | - | | | | PS2511成交量（手） | 242,016 | -54,092 | 55,778 | - | | | | PS2511持 ...

●由曼恩斯特、冯阿登纳黄金赞助的第四届钙钛矿技术、设备和材料论坛2025将于10月14-16日在苏州召开 另外，在线新闻平台《美国先驱报》报道称，Waaree 出价 1850 万美元现金，Babacomari 出价 1020 万美元信贷。 今年 4 月，印度公司 Waaree 宣布，将把位于德克萨斯州休斯顿西部布鲁克希尔的组件产量翻一番，从 1.6 吉瓦增至 3.2 吉瓦。 ●大会将设置四个专题论坛：钙钛矿电池产业化，钙钛矿产业供应链，钙钛矿叠层电池，柔性钙钛矿的创新应用 对于美国太阳能市场来说，这些声明实际上似乎扼杀了该公司进军美国制造业的任何希望。 这家瑞士公司已出售了其位于亚利桑那州古德伊尔的年产能为 1.4 吉瓦的组件工厂以及位于科罗拉多州科罗拉多斯普林斯的已停产的 2 吉瓦太阳能电池生 产厂的工厂工具，价值近 2900 万美元。 该公司于5月份关闭了亚利桑那州的工厂，裁员近300人。2024年8月，该公司取消了科罗拉多州工厂的计划，该工厂此前预计将雇佣350多名员工。 梅耶博格在一份公司公告中提供了2900万美元的总资产出售金额，并表示Waaree Solar Americas Inc.购买了组件工 ...

公元股份（002641.SZ）9月16日在投资者互动平台表示，公司控股子公司公元新能在光伏应用领域有一 定的技术积累和产品认证，现已通过CE欧洲电工标准认证、欧盟ROHS指令、IEC国际电工标准认证、 TUV德国安全认证、巴西INMANTRO认证、质量管理体系、环境管理体系、职业健康安全管理体系、 CQC等国际权威认证，这些权威认证是产品进入全球市场的重要通行证，体现了公元新能产品质量的 国际竞争力。"自动排水型全密封光伏建筑一体化屋顶"、"太阳能电池板安装支架"、"光伏发电太阳能 电池组件型材框架"等专利是公司在BIPV领域的首创，并应用于多个示范工程。需要指出的是，BIPV技 术仍在不断发展和演进中，技术更新迭代较快，公元新能相关业务的发展会受到市场环境、政策变化等 多种因素影响，敬请广大投资者注意投资风险。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：公司旗下公元太阳能公司太阳能组件及灯具等产品是 否通过了德国TUV、美国UL等海外市场准入认证及欧盟ROHS绿色认证？公司拥有BIPV国家发明专 利，其"嵌入式"光电建筑构件属于光伏应用领域的首创吗？ ...

Core Viewpoint - The carbon-neutral ETF, Taikang (560560), is experiencing significant growth, reflecting strong performance in the low-carbon economy sector, particularly in energy storage and photovoltaic industries [1][4]. Group 1: Energy Storage - Recent top-level policies have been introduced to boost energy storage, with the goal of achieving over 180 million kilowatts of new energy storage capacity by 2027, requiring an investment of approximately 250 billion yuan [2]. - By the end of 2024, the national new energy storage capacity is expected to reach 73.76 million kilowatts, indicating a need for more than a doubling of capacity in the next three years, with a compound annual growth rate exceeding 20% [2]. - The new guidelines support energy storage as an independent entity in the spot market, allowing for profit generation through price arbitrage [2]. Group 2: Photovoltaic Industry - N-type technology is becoming the dominant force in the photovoltaic sector, with significant advantages in conversion efficiency and lower degradation rates, leading to a complete replacement of traditional P-type technology [3]. - In the first half of 2025, domestic photovoltaic installations reached 212 GW, surpassing a cumulative capacity of 1,000 GW, marking a new phase of scale in the industry [3]. - Exports to traditional markets have declined due to trade policies, while emerging markets have seen a surge, with over 51 countries experiencing export growth exceeding 100% [3]. Group 3: Key Companies - Taikang's carbon-neutral ETF (560560) includes major players in the energy storage and photovoltaic sectors, such as CATL, which leads global energy storage battery shipments and has secured a 19 GWh project in the UAE [4][5]. - Sungrow is recognized as a global leader in solar storage, expanding its market presence from China and the US to Europe and the Middle East [5]. - LONGi Green Energy is the largest manufacturer of monocrystalline silicon wafers and solar modules, continuously breaking records in silicon cell conversion efficiency [5].

Group 1 - The "Global Green Economy Development Forum" was held with a focus on "Building SDGs - Green Economic Innovation and Global Cooperation" to discuss the advancement of the UN's 2030 Sustainable Development Goals (SDGs) [1][3] - Out of the 17 SDGs, 9 are directly related to the green economy, with only 35% of the 169 targets showing satisfactory progress according to the UN's July report [3] - Key areas of significant progress include public health, education, energy, and digital connectivity, while slow progress is noted in safe drinking water, sanitation services, and climate change [3] Group 2 - The forum emphasized the need to revive multilateralism and build ambitious global partnerships as essential for achieving the SDGs [3] - Former UN Deputy Secretary-General Sha Zukang highlighted that green trade, carbon footprints, zero-carbon parks, and AI applications in green industries are core areas for global cooperation [3][4] - The UN Resident Coordinator in China praised China's achievements in green economy initiatives, particularly in electric vehicles, and suggested enhancing international collaboration in green innovation, technology sharing, and standard recognition [4] Group 3 - Beijing is actively working to establish itself as a benchmark city for green economic development, focusing on green technology innovation, industry cultivation, and creating livable green cities [5] - The city government plans to incorporate the goal of becoming an international green economy benchmark city into its upcoming "14th Five-Year Plan" [5] - Seven strategic green industries will be prioritized, including advanced energy, synthetic biology manufacturing, alternative protein, smart connected vehicles, climate resilience, ecological protection, and green finance [5]