本报讯（记者时斓娜）为有效破解"内卷式"竞争，促进光伏产业健康发展，近日，国家知识产权局会同 工业和信息化部联合印发关于进一步加强光伏产业知识产权保护工作的意见。意见要求，聚焦光伏产业 链关键环节和重点领域，加强知识产权保护，强化风险应对，激发知识产权对现代光伏产业体系建设的 促进作用。到2027年，知识产权促进光伏产业健康发展取得明显成效。 （来源：工人日报） 在引导开展多元化纠纷解决方面，充分发挥"总对总"诉调对接机制，靠前化解光伏产业知识产权纠纷。 鼓励有条件的地区依托知识产权保护中心等组织开展光伏产业知识产权调解工作。 同时，促进知识产权高效转化运用。依托高校和科研机构存量专利盘活系统，加快推进光伏领域专利供 需对接和产业化应用。充分发挥光伏领域企业、行业协会、研究机构等作用，建设产业知识产权运营中 心，按照市场化、利益平衡、开放性、无歧视原则组建专利池，促进产业链知识产权高效转化和协同运 用。 意见从多方面明确加强光伏产业知识产权保护的重点任务。在推动高质量专利布局方面，鼓励企业加大 研发投入力度，加快TOPCon电池、背接触电池、异质结电池等技术进步，加强高价值专利布局。引导 企业面向钙钛矿、叠层 ...

各省、自治区、直辖市和新疆生产建设兵团知识产权局、工业和信息化主管部门： 为深入贯彻落实党中央、国务院决策部署，充分发挥知识产权保护和激励创新的价值功能，有效破解"内卷式"竞争，持续营造公平有序 的市场环境，促进光伏产业健康发展，现提出如下意见。 （二）提高专利预审和审查效率。发挥国家级知识产权保护中心作用，为光伏企业提供专业高效的专利预审服务。进一步畅通专利优先 审查"绿色通道"，加快推动按需审查制度实施，利用延迟审查、集中审查等审查模式，助力光伏企业提升专利申请布局的质量和效率。 支持有条件的企业面向多样化国际市场，因地制宜制定布局策略，充分利用专利审查高速路（PPH）通道开展海外专利布局。 2025年12月31日，国家知识产权局、工信部发布的《关于进一步加强光伏产业知识产权保护工作的意见》指出，到2027年，知识产 权促进光伏产业健康发展取得明显成效。我国光伏产业知识产权储备更加丰富，培育布局一批具有竞争优势的高价值专利；知识产权 保护力度不断加大，知识产权转化运用水平持续提升，知识产权风险应对能力稳步提高。 以下为原文 国家知识产权局 工业和信息化部关于进一步加强光伏产业知识产权保护工作的意见 国知发 ...

来源：央视新闻客户端 记者今天（31日）了解到，国家知识产权局和工业和信息化部联合发布进一步加强光伏产业知识产权保 护工作的意见，聚焦光伏产业链关键环节和重点领域，加强知识产权保护，强化风险应对，营造全行业 尊重知识产权、尊重创新的良好氛围，激发知识产权对现代光伏产业体系建设的促进作用，有效破 解"内卷式"竞争，持续营造公平有序的市场环境，促进光伏产业健康发展。 推动高质量专利布局 鼓励企业加大研发投入力度，加快TOPCon电池、背接触电池、异质结电池等技术进步，加强高价值专 利布局。引导企业面向钙钛矿、叠层电池等前沿技术，靠前储备基础专利。加强企业专利布局指导，引 导企业在逆变器、关键原辅料、设备、系统部件等领域加大创新力度，在光储融合、智能管理系统和集 成运维等上下游环节开展专利挖掘和培育。强化光伏产业有关专项中的知识产权布局要求，突出质量导 向，形成与攻关目标相匹配的专利成果。 提高专利预审和审查效率 发挥国家级知识产权保护中心作用，为光伏企业提供专业高效的专利预审服务。进一步畅通专利优先审 查"绿色通道"，加快推动按需审查制度实施，利用延迟审查、集中审查等审查模式，助力光伏企业提升 专利申请布局的质量 ...

人民财讯12月31日电，国家知识产权局、工业和信息化部发布关于进一步加强光伏产业知识产权保护工 作的意见，其中提出，推动高质量专利布局。鼓励企业加大研发投入力度，加快TOPCon电池、背接触 电池、异质结电池等技术进步，加强高价值专利布局。引导企业面向钙钛矿、叠层电池等前沿技术，靠 前储备基础专利。加强企业专利布局指导，引导企业在逆变器、关键原辅料、设备、系统部件等领域加 大创新力度，在光储融合、智能管理系统和集成运维等上下游环节开展专利挖掘和培育。强化光伏产业 有关专项中的知识产权布局要求，突出质量导向，形成与攻关目标相匹配的专利成果。 ...

36氪获悉，光伏概念震荡走强，异质结、钙钛矿电池方向领涨，国晟科技涨停，创历史新高，此前迈为 股份触及20cm涨停，双良节能、钧达股份、京山轻机、晶科能源跟涨。 ...

Market Overview - On December 15, the total trading volume of the Shanghai and Shenzhen stock markets was 1.77 trillion yuan, a decrease of 318.8 billion yuan compared to the previous trading day [1] - Sectors that saw significant gains included commercial aerospace, dairy industry concepts, and insurance, while sectors such as CPO concepts, shipbuilding, and lidar experienced declines [1] Stock Performance - Notable stocks with significant gains included: - Aerospace Electromechanical (+10.00%, 16.94 yuan) [2] - ST Lock Chang (+5.00%, 64.28 yuan) [2] - Zai Sheng Technology (+9.96%, 9.27 yuan) [2] - Fu Ri Co., Ltd. (+10.03%, 11.30 yuan) [2] - Meikailong (+9.92%, 2.88 yuan) [2] - Heavy Pharmaceutical Holdings (+10.05%, 6.79 yuan) [2] - Baida Group (+10.02%, 13.07 yuan) [2] - Huaji Cable (+9.98%, 17.97 yuan) [2] - Guangxi Broadcasting (+9.98%, 4.52 yuan) [2] - Falsheng (+10.05%, 6.46 yuan) [2] - Zhongchao Holdings (+9.98%, 5.84 yuan) [2] - Xue Ren Group (+10.02%, 19.98 yuan) [2] Top Net Buy and Sell Stocks - The top three net buy stocks on the daily leaderboard were: - Reco Defense with a net buy of 765 million yuan [5] - Dongfang Risen with a net buy of 358 million yuan [5] - Sanwei Communication with a net buy of 301 million yuan [5] - The top three net sell stocks were: - Longzhou Co., Ltd. with a net sell of 242 million yuan [6] - Western Materials with a net sell of 206 million yuan [6] - Bona Film Group with a net sell of 201 million yuan [6] Institutional Activity - Among stocks with institutional involvement, the top three net sell stocks were: - China Uranium Industry with a net sell of 115 million yuan [7] - Boin Technology with a net sell of 79.82 million yuan [7] - Anfu Technology with a net sell of 76.49 million yuan [7] Sector Highlights - Reco Defense is involved in commercial aerospace, satellite navigation, millimeter-wave radar, and storage chips, with a recent announcement regarding a potential IPO by SpaceX [9] - Dongfang Risen focuses on heterojunction batteries, photovoltaic equipment, and energy storage, recently signing a strategic cooperation agreement for a 3GWh energy storage system with WEG in Brazil [14] - China Uranium Industry is the only domestic entity engaged in natural uranium mining, with a projected net profit increase for 2025 [17]

Core Viewpoint - The A-share market is experiencing a lively atmosphere as the year-end approaches, with several companies being highlighted as potential "妖股" (hot stocks) that could ignite market enthusiasm [1][5][12] Group 1: Companies Highlighted - Pingtan Development has a history of being a "妖股," previously benefiting from regional development policies, and is currently being watched for potential resurgence as market sentiment builds around it [3][5][10] - Rishidongfang has followed a similar trajectory in 2023, focusing on the "solar storage" sector, with recent trading activity indicating a possible breakout [3][5] - Guosheng Technology is positioned in the photovoltaic sector, showing early signs of volume increase, but is still waiting for a breakout from its mid-term downtrend [7] - Aerospace Development is linked to military themes, with recent policy support potentially providing a catalyst for price movement [7][10] - Tefa Information has been influenced by trends in AI and computing power, with market participants awaiting a potential rebound after recent volatility [7][10] - HeFu China operates in the pharmaceutical distribution sector, showing signs of recovery after a prolonged decline, making it a candidate for future growth [8] - BlueFocus is a popular stock in the A-share market, leveraging trends in AIGC and the metaverse, but needs significant momentum to sustain its growth [9] - Shida Group has undergone a transformation, focusing on domestic operating systems and innovation, making it a speculative play for short-term investors [10] Group 2: Market Dynamics - The market atmosphere is more intense in early 2024 compared to previous years, with various funds searching for the next "torchbearer" to ignite market enthusiasm [5][10] - The interplay of themes such as AI, low-altitude economy, and biotechnology is crucial, with companies that have strong narratives and funding likely to emerge as market leaders [10][12] - The upcoming economic meetings and policy changes are being closely monitored, particularly in sectors like military and renewable energy, which could trigger significant market movements [10][12]

Core Viewpoint - Dongfang Risen is accelerating its energy storage business to find new growth opportunities amid a decline in its photovoltaic (PV) business, as evidenced by its recent achievements and partnerships in the energy storage sector [1][12]. Group 1: Company Background and Historical Performance - Dongfang Risen, established in December 2002, is one of the earliest companies in China's solar energy sector, transitioning from solar lighting to solar cells and modules, becoming a leading PV module manufacturer [1][4]. - The company has faced challenges, including significant losses in 2012 due to anti-dumping measures in Europe and a strategic pivot towards PV project development, which helped boost its module shipments [4][6]. - After a shift in focus to heterojunction technology (HJT) in 2018, Dongfang Risen struggled to capitalize on the TOPCon technology boom, leading to a decline in its global module shipment ranking [1][5][9]. Group 2: Financial Performance and Challenges - Dongfang Risen's financial performance has been under pressure, with net losses reported in 2020 and 2021, while competitors like Longi Green Energy achieved substantial profits [6][7]. - The company's total liabilities surged from 10.4 billion to 25.5 billion, with a debt-to-asset ratio increasing to approximately 71% [11]. - Despite some recovery in 2022 and 2023, the company faced another round of losses in 2024, marking seven consecutive quarters of losses totaling 4.369 billion [9][10]. Group 3: Energy Storage Business Development - Dongfang Risen has made significant strides in the energy storage sector, launching a comprehensive product matrix that includes large-scale, commercial, and residential storage solutions [12][14]. - The company ranked 8th globally in direct current energy storage system shipments and 4th in user-side storage systems in 2023, with a notable increase in shipments in the first half of 2025 [12][14]. - The energy storage segment has shown promising growth, with a gross margin of 22.15% in 2024, making it the second most profitable business after PV electricity sales [14]. Group 4: Future Outlook and Opportunities - The global energy storage market is experiencing rapid growth, with a year-on-year increase of 192% in overall shipments in the first half of 2025, presenting a significant opportunity for Dongfang Risen [12][14]. - The company has secured multiple international contracts, indicating a strong demand for its energy storage solutions and the potential for further expansion in this sector [13][14]. - To capitalize on the growing energy storage market, Dongfang Risen must accelerate its efforts to establish this segment as a core business, which could significantly improve its financial standing [14].

Core Insights - The solar photovoltaic (PV) industry has become the cheapest energy source globally, with the lowest international electricity cost at 1 cent per kilowatt-hour and around 2 cents in high-quality regions in China, showcasing strong competitiveness [1] - The dominance of crystalline silicon technology is expected to continue for the next decade, with no superior alternatives in sight, emphasizing the need for optimization in this area to maintain cost advantages [1][2] - The future trend in the PV industry will focus on reducing silver usage in cell production, with copper, aluminum, and nickel emerging as alternative materials due to their cost-effectiveness and sufficient conductivity [1][2] Industry Developments - The current market share of crystalline silicon cells in China is 98%, with a production capacity of over 3 million tons of silicon, which is crucial for maintaining low prices in the PV sector [1] - TOPCon technology is currently the market leader, but saturation is expected in the next 1 to 2 years, leading to potential idle capacity [2] - Significant R&D investments are necessary for TOPCon companies to enhance competitiveness through technology upgrades and optimize equipment paths to sustain cost advantages [2] Future Trends - The transition towards metalization with cheaper alternatives like copper is anticipated to gain momentum in the next five years, as silver's high cost significantly impacts overall PV production expenses [1] - The integration of perovskite technology with crystalline silicon cells is viewed as a necessary path for future development, although single-junction perovskite lacks competitiveness on its own [3]

Core Insights - The 2025 8th China International Photovoltaic and Energy Storage Industry Conference highlighted the ongoing challenges in the photovoltaic industry, particularly the need to address excessive internal competition and promote self-discipline among companies [1][2] - The photovoltaic industry in China is experiencing a significant transformation, with a focus on technological innovation and efficiency improvements as key strategies to overcome current challenges [2][3] Industry Overview - The photovoltaic industry has faced supply-demand mismatches and chaotic low-price competition, leading to increased operational pressures on companies [1] - The top five polysilicon manufacturers in China hold nearly 80% of the global market share, indicating a high concentration of production capacity [1] Market Performance - In the first three quarters of the year, China's polysilicon production decreased by 32.8%, while silicon wafer production fell by 12.5% [2] - Average prices for polysilicon, silicon wafers, and battery cells increased by 31.6%, 6.8%, and 6.5% respectively compared to the beginning of the year, while module prices remained stable [2] Technological Innovation - Continuous innovation is viewed as a crucial tool for addressing internal competition within the photovoltaic industry [2][3] - The industry is expected to see a milestone in the first half of 2025, with newly installed capacity surpassing 20,000 MW, marking a year-on-year growth of over 100% [2] Future Directions - The photovoltaic industry is advised to focus on three main areas for future development: efficiency enhancement, reduced metallization applications, and improved reliability [3] - The integration of energy storage with photovoltaic systems is gaining momentum, presenting significant market potential and development opportunities [3]