Group 1 - The equipment manufacturing industry is showing structural differentiation, with marginal improvements in the engineering machinery market during the traditional off-season, accelerated demand growth for high-efficiency components driven by photovoltaic battery technology iteration, and short-term pressure on automotive consumption but long-term potential remaining [1][2] - In July, the China Engineering Machinery Market Index (CMI) was 100.73, a year-on-year increase of 5.54% and a month-on-month decrease of 4.20%, indicating a marginal improvement trend despite being a traditional off-season [1] - Leading companies in the engineering machinery sector are demonstrating resilience through technological accumulation and scale effects, with core enterprises offsetting domestic market fluctuations via smart upgrades and overseas market expansion [1][2] Group 2 - The recent procurement by Huadian Group for photovoltaic components, totaling 20GW, emphasizes the demand for N-type high-efficiency components with a conversion efficiency of ≥23.8%, showcasing significant short-term improvement in high-efficiency battery technology [1] - BC (Back Contact) battery technology is becoming a core direction for cost reduction and efficiency enhancement in the industry, facing challenges such as high process complexity and equipment costs, but leading companies are gradually overcoming these technical bottlenecks [2] - The equipment manufacturing industry is undergoing a transformation driven by technology, with smart and green upgrades enhancing the added value of equipment in engineering machinery, while the photovoltaic sector is accelerating its escape from "involution" competition through high-efficiency battery technology iteration [2]

以下文章来源于钛媒体 ，作者胡珈萌 钛媒体 . 新鲜犀利的财经见闻，放眼国际的前沿技术，还有罕见披露的内幕消息。钛媒体 （www.tmtpost.com），引领未来商业与生活新知，一个投资者与创新者酷爱聚集的地方。还可下载钛 媒体App，24小时不间断更新和互动。 将投中网设为"星标⭐"，第一时间收获最新推送 厂商费劲心思，只为了在这波涨价中尽可能多赚点。 作者丨 胡珈萌 编辑丨 刘洋雪 来源丨钛媒体 抢装、抢货、抢生意、抢发内部政策…… 违规、伪装、违约、还能二次违约…… 近期的光伏行业异常活跃，一些"怪现象"也持续引发热议。 今年2月9日，国家发展改革委、国家能源局联合发布《关于深化新能源上网电价市场化改革 促进新 能源高质量发展的通知》（即业内所称"136号文"），全面推进新能源市场化改革。 不过，相对于未来市场化时代的前景，行业显然更关注政策的"及时雨"效果。 "136号文"设定了差价结算机制，以今年6月1日为限，此前投产的"老项目"（"存量项目"）的电价 会在市场化价格基础上补差价，此后的"新项目"（"增量项目"）全部市场化竞价。 再加之此前1月17日出台的《分布式光伏发电开发建设管理办法》，规定一 ...