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天合光能股价下跌3.29% 上半年组件出货超32GW
Jin Rong Jie· 2025-08-27 19:57
天合光能股价报16.17元,较前一交易日下跌0.55元,跌幅3.29%。盘中最高触及16.93元,最低下探至 16.16元,成交额7.13亿元。 风险提示:投资有风险,入市需谨慎。(本内容由AI生成,仅供参考,不构成投资建议。) 天合光能主营业务为光伏产品制造及系统解决方案,主要产品包括光伏组件、光伏系统、智慧能源等。 公司业务覆盖全球多个国家和地区,在光伏产业链中处于重要位置。 公司上半年实现营业收入310.10亿元,组件出货量超32GW。其中国内市场占比略超50%,欧洲市场占 比略超25%。公司表示基于对政策风险的判断,上半年适度降低了对美国市场的销售,目前美国组件价 格已有所回升,下半年将加快销售节奏。公司还透露在手储能订单规模超过10GWh,全年储能出货目 标在8GWh以上。 8月27日主力资金净流出5308.43万元,近五日主力资金累计净流出15667.24万元。 ...
中国助力全球风电和光伏发电项目平均度电成本下降60%和80%
Zhong Guo Xin Wen Wang· 2025-08-27 03:30
国家发展改革委党组成员、国家能源局局长王宏志在会上介绍,能源合作是共建"一带一路"的重要领 域。"十四五"以来,能源合作已经全面进入绿色低碳转型共赢的新阶段。 一是凝聚能源绿色低碳转型产业共识。这几年我国持续擦亮"一带一路"能源合作金色名片,与"一带一 路"能源合作伙伴关系国家,共同制定更有雄心的绿色能源发展目标,加强能源发展规划和政策的交流 协作,提升绿色能源安全保障能力,切实提升发展中国家在全球能源治理中的话语权和影响力。围绕绿 色转型、创新合作这些主题,我国与哈萨克斯坦、吉尔吉斯斯坦、科威特、阿联酋、丹麦、芬兰、新加 坡等10多个国家签署了可再生能源等领域的合作协议,为"一带一路"绿色能源合作提供了行动指南。在 今年召开的上海合作组织能源部长会上,中外企业共签约了25个能源项目,签约金额约400亿元,这些 充分展现了绿色能源合作蕴含的巨大潜力与广阔空间。 二是深化能源绿色低碳转型技术合作。聚焦能源关键领域和重大需求,我国与共建"一带一路"国家加强 氢能、储能、核电、智慧能源等领域的国际科技合作。持续推进清洁能源产业合作,积极推动中国新能 源发电、特高压输电、智能电网等能源技术装备和标准"走出去"。近十年 ...
远光软件涨2.09%,成交额2.65亿元,主力资金净流入2141.59万元
Xin Lang Cai Jing· 2025-08-27 03:15
8月27日,远光软件盘中上涨2.09%,截至10:52,报6.83元/股,成交2.65亿元,换手率2.22%,总市值 130.12亿元。 资金流向方面,主力资金净流入2141.59万元,特大单买入1969.25万元,占比7.44%,卖出1096.73万 元,占比4.14%;大单买入7451.35万元,占比28.15%,卖出6182.28万元,占比23.35%。 远光软件今年以来股价涨19.20%,近5个交易日涨4.43%,近20日涨9.98%,近60日涨19.41%。 分红方面,远光软件A股上市后累计派现8.01亿元。近三年,累计派现1.86亿元。 机构持仓方面,截止2025年6月30日,远光软件十大流通股东中,香港中央结算有限公司位居第五大流 通股东,持股1499.19万股,相比上期减少724.17万股。南方中证1000ETF(512100)位居第八大流通股 东,持股1258.42万股,相比上期增加115.71万股。华夏中证1000ETF(159845)位居第十大流通股东, 持股725.69万股,为新进股东。 责任编辑:小浪快报 资料显示,远光软件股份有限公司位于广东省珠海市科技二路23号远光智能产业园,成 ...
郭永航会见上海电气集团党委书记、董事长吴磊
Guang Zhou Ri Bao· 2025-08-22 02:16
携手推进制造业数智化绿色化转型 塑造高质量发展新动能新优势 8月21日,广州市委书记郭永航在穗会见上海电气集团党委书记、董事长吴磊一行,就进一步深化务实 合作进行深入交流。 郭永航代表市委、市政府对吴磊一行表示欢迎,感谢上海电气对广州建设发展的大力支持。他说,广州 围绕落实习近平总书记、党中央赋予的使命任务,发挥粤港澳大湾区核心引擎作用,坚持产业第一、制 造业立市,加快建设"12218"现代化产业体系,发展壮大新质生产力。上海电气是工业制造业领军企 业,业务布局与广州产业发展方向高度契合,在推进产业智能化绿色化发展方面经验丰富、实力雄厚。 希望双方面向"十五五"进一步加强对接,强化产业链供应链协作,持续深化智慧能源、智能制造、数智 集成等领域合作,发挥企业技术优势、行业优势,赋能广州产业转型升级,携手塑造高质量发展新动能 新优势。 吴磊对广州长期给予上海电气的支持表示感谢,并介绍企业发展情况。他说,近年来上海电气在穗投资 布局取得积极成效。广州是全国先进制造业基地和国际科技创新中心重要承载地,具有良好的产业生 态、丰富的创新资源和广泛的应用场景,为上海电气在粤乃至华南地区的业务发展提供了重要舞台。上 海电气将 ...
聚焦智慧能源与低空经济 第十届成都智博会在蓉开幕
Zhong Guo Xin Wen Wang· 2025-07-10 13:35
Group 1 - The 10th China (Chengdu) Smart Industry International Expo, known as Chengdu Smart Expo, opened on July 10 and will last for three days until July 12 [1] - The expo features over 10 thematic activities, including the 2025 China Smart Industry Chain International Application Conference and the 2025 China Smart Energy Conference, focusing on cutting-edge topics such as "Beidou Large-scale Application" and "Low-altitude Economy Policy Interpretation" [1] - The event aims to accelerate the cultivation of new productive forces in low-altitude economy, Beidou applications, and smart energy, injecting new momentum into the high-quality development of Sichuan's economy [1] Group 2 - The expo has set up two major thematic exhibition areas for "Smart Energy" and "Low-altitude Economy" to align with national strategic needs [1] - Experts emphasized the importance of energy transition and regional interconnectivity, highlighting China's achievements in renewable energy, energy storage, and smart grid integration as valuable experiences for ASEAN countries [1] - The expo is co-hosted by the Sichuan International Chamber of Commerce, the China Satellite Navigation and Positioning Association, and the China Energy Research Society, with a theme of "Developing Digital Economy and Building Smart Society," covering an exhibition area of 20,000 square meters and attracting nearly 200 leading enterprises from Sichuan and beyond [2]
“芯”赛道里的金融突围:“硬核”输血半导体与新能源
经济观察报· 2025-05-25 06:26
Core Viewpoint - A financial transformation is occurring where banks are proactively identifying financial needs in the technology sector rather than passively waiting for companies to approach them, thus providing crucial support for the growth of technology-oriented private enterprises [1][4]. Group 1: Financial Transformation in Technology Sector - Banks are shifting from a passive role to actively exploring financial needs in the technology sector, particularly for private enterprises [4]. - This transformation is essential for addressing the financing difficulties faced by technology companies and the lending challenges faced by banks [4]. Group 2: Case Studies of Successful Financing - Victory Nano (胜科纳米) faced initial financing challenges but received a 3 million yuan loan from Agricultural Bank of China (农行) that helped it overcome cash flow issues [6][7]. - Over the years, Agricultural Bank increased its credit support to Victory Nano, culminating in a 1 billion yuan loan for the establishment of a reliability analysis service platform for the semiconductor industry [7][8]. - In 2024, Victory Nano's revenue reached 415 million yuan, a 147% increase from 2021, with net profit rising from 27.5 million yuan in 2021 to 81.18 million yuan in 2024, marking a 195% increase [8]. Group 3: Comprehensive Financial Services - InnoSilicon (英诺赛科) received significant credit support from Agricultural Bank for its expansion projects, including a 200 million yuan loan for its first phase and 650 million yuan for the second phase [10][11]. - Agricultural Bank is adapting its services to meet the evolving needs of technology companies, offering a range of financial products beyond traditional loans, including supply chain finance and international settlement services [11][12]. Group 4: Challenges in Identifying and Approving Loans - The complexity of technology sectors like semiconductors and renewable energy requires banks to enhance their understanding of industry trends and technical processes to accurately assess companies' potential [15]. - Agricultural Bank has established a specialized team to support technology companies, ensuring continuity in client relationships and effective service delivery [15][16]. Group 5: Growth in Technology Finance - Agricultural Bank's strategic emerging industry loan balance reached 3.2 trillion yuan, with a growth rate of 24.1%, while loans to technology companies increased by over 250 billion yuan [16].
退市!4家公司明日将正式告别A股
Zheng Quan Shi Bao Wang· 2025-04-29 13:48
Core Viewpoint - Multiple companies, including *ST旭蓝, *ST嘉寓, *ST东方, and *ST富润, have received termination notices for their stock listings due to continuous trading prices below 1 yuan, leading to their stocks being delisted on April 30, 2025 [3][4][8][9]. Group 1: *ST旭蓝 - *ST旭蓝's stock will be delisted on April 30, 2025, following a decision from the Shenzhen Stock Exchange due to its stock price being below 1 yuan for 20 consecutive trading days [3][4]. - The company has appointed 长城国瑞证券有限公司 as its main broker to assist with the delisting process and related services [4][5]. - The company focuses on green industries, aiming to become a leading comprehensive service provider in environmental and renewable energy sectors [5]. Group 2: *ST嘉寓 - *ST嘉寓's stock will also be delisted on April 30, 2025, after receiving a termination notice from the Shenzhen Stock Exchange [3][8]. - The company has engaged 山西证券股份有限公司 as its main broker to facilitate the delisting and related transactions [8]. - *ST嘉寓 specializes in building energy efficiency, smart technology, and renewable energy solutions [8]. Group 3: *ST东方 and *ST富润 - *ST东方's stock will be delisted on April 30, 2025, following a decision from the Shanghai Stock Exchange due to similar reasons of price decline [9]. - The company has appointed 江海证券有限公司 as its main broker for the delisting process [9]. - *ST富润 will also face delisting on the same date, with the company yet to appoint a main broker for the process [9]. Group 4: Market Context - The recent trend shows an increase in companies facing delisting due to stock prices falling below 1 yuan, indicating a potential risk for other companies in the market [9][10].