国家能源集团首席专家钟大龙认为，钙钛矿产业发展需要解决稳定性以及服役寿命、评价方法不完善等 难题。推动产业健康发展，要加大研发投入，解决钙钛矿高稳定性和高效率难以兼顾的问题。同时，走 稳实验室工艺方法，实现量产工艺的精益制造。 中国石油集团工程材料研究院高级工程师杨元博表示，目前，从电池效率、稳定性、成本、市场需求以 及与产业兼容性来说，钙钛矿和晶硅叠层优势比较明显。如何协同不同界面、不同材料之间的关系，将 影响电池稳定性。 "建议科研机构聚焦稳定性、核心材料、关键设备等问题，加强基础研究；企业发挥主体作用，加快中 试转化，力争在'卡脖子'领域实现自主可控，避免同质化竞争。"史玉波表示，建议加快完善标准体 系，打通研发中试量产堵点；企业间要加强协同，形成材料、设备应用的完整链条，提升产业整体竞争 力。要融入全球钙钛矿创新网络，在技术研发、标准互认、市场拓展等方面开展合作。 日前，在中国能源研究会主办的2025中国钙钛矿产业发展大会上，与会嘉宾表示，钙钛矿具有高效率、 低成本、低能耗、制造工艺简单等特点，要以科技创新为核心，全产业链协同发力，构建产业生态体 系，打通从"实验室到产业化"通道。 "面对新能源大规模 ...

Core Insights - BOE (京东方) reported a revenue of 101.28 billion yuan and a net profit of 3.25 billion yuan for the first half of 2025, marking year-on-year growth of 8.45% and 42.15% respectively [1][3] Group 1: LCD Industry Outlook - The chairman of BOE emphasized that the LCD industry has entered a weak cycle of development, with a positive outlook for the next decade as the mainstay of the display industry [3] - Factors such as the gradual exit of outdated production capacity and the increasing average size of televisions are expected to contribute to a stable upward trend in the LCD market over the next three years [3] Group 2: Product Performance - In the first half of 2025, BOE maintained the top position globally in the shipment of five major LCD application products, including LCD oxide, 75-inch and larger products, and automotive displays [5] - BOE's OLED market share reached over 71 million units shipped, a year-on-year increase of 7.5%, surpassing the industry growth rate of over 4%, securing the top position domestically and second globally [5] - The successful mass production of LTPO projects for core customers marks a significant achievement for BOE in the OLED sector, with plans for the 8.6-generation OLED production line to commence next year [5] Group 3: Innovation and New Business Areas - BOE is focusing on new business areas such as perovskite technology and glass-based packaging substrates, leveraging its existing manufacturing capabilities [6] - The perovskite photovoltaic pilot line has achieved a power generation efficiency exceeding 18%, with plans for further improvements [6] - The glass-based packaging substrate pilot line began equipment installation five months ahead of schedule, producing large-sized glass substrates with significantly enhanced integration [6] Group 4: Financial Strategy and Shareholder Returns - BOE has transitioned from a phase of large-scale capacity construction to a focus on high-quality operational development, with expectations of reaching a peak in depreciation and capital expenditure in 2025 [6] - The company aims to maintain an operating cash flow of approximately 50 to 60 billion yuan annually, with a strategic focus on daily operational support, profit enhancement through share buybacks, and increased returns to investors [6][7] - BOE has committed to distributing at least 35% of the annual net profit to shareholders in cash over the next three years, with a minimum of 1.5 billion yuan allocated for share buybacks [7]

9月11日，京东方在业绩说明会上表示，我们1.2米、2.4米中试线的效率稳定性已经通过了ITC的认证， 在一年前我还担心钙钛矿的不稳定性寿命是问题，其实我们现在可以比较自信地说其实钙钛矿光伏的寿 命稳定性已经不是大问题了，基本上是有保障的。 资讯编辑：陈群 021-26096771 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 ...

格隆汇9月11日｜京东方在业绩说明会上表示，我们1.2米、2.4米中试线的效率稳定性已经通过了ITC的 认证，在一年前我还担心钙钛矿的不稳定性寿命是问题，其实我们现在可以比较自信地说其实钙钛矿光 伏的寿命稳定性已经不是大问题了，基本上是有保障的。剩下的要去突破的就是我们不断地去努力在效 率上，我们也有信心在今年要用我们的试验线去挑战世界纪录，我们很自信在这个行业里面我们是走在 第一方阵的。 ...

京东方在业绩说明会上表示，我们1.2米、2.4米中试线的效率稳定性已经通过了ITC的认证，在一年前 我还担心钙钛矿的不稳定性寿命是问题，其实我们现在可以比较自信地说其实钙钛矿光伏的寿命稳定性 已经不是大问题了，基本上是有保障的。剩下的要去突破的就是我们不断地去努力在效率上，我们也有 信心在今年要用我们的试验线去挑战世界纪录，我们很自信在这个行业里面我们是走在第一方阵的。 ...

Business Performance - The company achieved a steady growth in overall performance, with LCD business maintaining the highest global shipment volume in five mainstream application products [1][2] - LCD revenue share increased from 73% in 2024 to 76% in 2025, with IT products being the highest category [2] - OLED shipments exceeded 71 million units in the first half of 2025, marking a 7.5% year-on-year growth [2][31] Financial Highlights - The company reported a significant increase in net profit, with the Hefei G8.5 line and Chongqing G8.5 line net profits growing by 82% and 33% respectively [4] - Operating cash flow remained strong, estimated at approximately 50 to 60 billion RMB annually [12] - The company plans to maintain a cash dividend of no less than 35% of the net profit attributable to the parent company [41][43] Strategic Developments - The company is transitioning from large-scale capacity construction to high-quality operational development, focusing on technology value and efficiency improvement [4] - The "Screen IoT" strategy is being implemented to integrate display technology with IoT innovations, leading to significant revenue growth in related sectors [2] - The company is advancing its glass-based packaging substrate technology, with ongoing collaborations and product testing [23] Market Challenges - The company faces significant challenges in the OLED market due to increased international competition and changes in domestic market demand structures [31][39] - The overall industry growth rate is low, with the OLED market growing only 4% compared to the company's 7.5% growth [31] Future Outlook - The company aims to achieve an OLED shipment target of 170 million units for the year, although this goal is under pressure from market conditions [10][31] - The LCD market is expected to stabilize and potentially transition to a mild upward cycle by 2027, with a projected balance in supply and demand [21][22] R&D and Innovation - The company continues to invest heavily in R&D, with a focus on OLED and other advanced display technologies [4][8] - The development of the 8.6 generation OLED line is on track, with production expected to start in late 2025 [18][20]

Core Viewpoint - China Huaneng has established the world's first 5 megawatt commercial-grade perovskite photovoltaic demonstration base in Qinghai Province, marking a significant transition of perovskite photovoltaic technology from laboratory to large-scale application [1]. Group 1 - The project utilizes advanced photovoltaic components to validate the performance and reliability of perovskite photovoltaics under high ultraviolet radiation conditions [3]. - China Huaneng aims to build a comprehensive "technology research and development - technology services - achievement transformation" system for perovskite photovoltaics, supporting the construction of large-scale renewable energy bases [3]. - The initiative positions China Huaneng as a "national team" for technological breakthroughs in perovskite photovoltaics, contributing to the high-quality development of the national photovoltaic industry [3].

Core Viewpoint - China Huaneng has successfully established the world's first 5 megawatt commercial-grade perovskite photovoltaic demonstration base in Qinghai Province, marking a significant transition of perovskite photovoltaic technology from laboratory to large-scale application [1] Group 1: Project Overview - The project aims to validate the performance and reliability of advanced perovskite photovoltaic technology under strong ultraviolet high irradiation conditions [1] - This initiative supports the iterative upgrade of China's perovskite photovoltaic technology [1] Group 2: Future Plans - China Huaneng plans to further develop a "technology research and development - technology service - achievement transformation" system for perovskite photovoltaics [1] - The company aims to build a national team for tackling key technological challenges in perovskite photovoltaics, contributing to the high-quality development of the national photovoltaic industry [1]

Group 1 - The world's first 5 MW commercial-grade perovskite photovoltaic demonstration base has been completed and put into operation by China Huaneng in Qinghai Province, marking a significant step from laboratory to large-scale application of perovskite photovoltaic technology [2] - The first 136-ton pure electric mining dump truck in China has been successfully delivered, featuring large battery capacity, long endurance, and fast charging capabilities [2] - China Huadian's independently developed "Huadian Ruiyi" F-class gas turbine's first-stage moving blade has achieved over 2000 hours of equivalent operation, setting a new record for domestic heavy-duty gas turbine components [2] Group 2 - SpaceX is actively seeking to expand its in-flight Wi-Fi business by negotiating partnerships with luxury airlines, including discussions with Emirates Airlines and high-level talks with Saudi Airlines [2]

Group 1 - The National Development and Reform Commission, the State Administration for Market Regulation, and the National Internet Information Office have jointly drafted the "Internet Platform Pricing Behavior Rules (Draft for Comments)" to promote healthy development of the platform economy [2] - The draft aims to provide clear guidelines for operators to self-regulate pricing behavior, maintain fair competition, and protect the legitimate rights and interests of both operators and consumers [2] - The rules specifically address unfair pricing behaviors such as predatory pricing, price discrimination, price fraud, price collusion, and price gouging, aiming to prevent disorderly competition [2] Group 2 - As of the end of July, China's total installed power generation capacity reached 3.67 billion kilowatts, a year-on-year increase of 18.2% [3] - Solar power generation capacity reached 1.11 billion kilowatts, growing by 50.8% year-on-year, while wind power capacity reached 570 million kilowatts, increasing by 22.1% [3] - The average utilization hours of power generation equipment from January to July were 1,806 hours, a decrease of 188 hours compared to the same period last year [3] Group 3 - China Huaneng has established the world's first 5-megawatt commercial-grade perovskite photovoltaic demonstration base in Qinghai Province, marking a significant step from laboratory to large-scale application of perovskite technology [13] Group 4 - The China Securities Regulatory Commission has approved Guosen Securities to become the major shareholder of Wanhua Securities, allowing Guosen to acquire approximately 2.184 billion shares of Wanhua, representing 96.08% of the total shares [15] Group 5 - Dongyue Selection reported a total revenue of 4.392 billion yuan for the fiscal year 2025, a year-on-year decline of 32.7%, while achieving a net profit of 6.2 million yuan, recovering from a loss in the previous half-year [16] - The administrative expenses increased by 22.5% to 484.8 million yuan, primarily due to the distribution of remaining undistributed profits to Dong Yuhui [16] Group 6 - The recruitment event by Pang Donglai attracted significant attention, with 900 positions available, leading to the website crashing due to high traffic [17] - The recruitment criteria included a requirement for security and cleaning staff to have a bachelor's degree and be under 25 years old, sparking widespread discussion about the brand's influence [17] Group 7 - Geely Galaxy has launched the pre-sale of its flagship SUV, the Galaxy M9, with prices ranging from 193,800 to 258,800 yuan, featuring advanced technology and competitive fuel efficiency [18]