登录新浪财经APP 搜索【信披】查看更多考评等级 （一）关于胥明军在钙钛矿行业主要业绩的内容存在误导性陈述 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 2025年12月30日，上海久诚律师事务所股民索赔律师许峰代理的奥联电子（维权）（300585）虚假陈述 投资者索赔案再向南京市中级人民法院提交一次立案，该案已经进入最后倒计时，"过期作废"。（许峰 律师专栏） 许峰律师代理的部分奥联电子投资者索赔案已经获赔到位，目前律师团队还在继续推进后续案件的立案 工作，还在继续接受其他投资者的索赔委托。 2024年4月7日晚，奥联电子公告收到证监会《行政处罚决定书》，经查，奥联电子等违法事实如下： 奥联电子披露的胥明军在钙钛矿领域的业绩存在误导性陈述。 胥明军未在相关12项项目中起到主导或者牵头研制作用。公告所称的"完成"仅指胥明军参与了该项目， 且项目最终完成。公告所称的"指导"仅指胥明军曾对项目提出了建议，并未发挥关键核心技术或者重大 工艺的指导作 ...

智通财经APP获悉，中银国际发布研报称，风电方面，我国及欧洲海上风电需求起量带来桩基增量需 求，风机"反内卷"推动利润修复。光伏方面，2026年继续把握"反内卷"政策力度以及钙钛矿新技术的扩 产节奏。总体而言，我国发布136号文引导新能源电站进行电价市场化交易，新能源发展进入新阶段， 综合而言全球范围内虽然新能源短期装机需求不佳，但存在结构性机会，维持行业强于大市评级。 2024年以来光伏的板块性行情由政策驱动，2024年"反内卷"实施主要由行业协会主导，2025年中央及部 委层面发声频率显著提升。保守预计2026年我国及全球光伏装机规模存在负增长风险，且2025年光伏产 能尚未出现规模化退出，2026年光伏供需格局难言乐观。该行认为"反内卷"仍为2026年光伏主线，投资 方向包括政策/市场化背景下的光伏晶硅产业链各环节潜在的产能退出以及TOPCon/BC/钙钛矿等电池组 件提质增效，推动低效产能退出。 钙钛矿新技术有望重塑光伏制造竞争格局 光伏晶硅电池效率基本达到29.4%的理论效率极限，钙钛矿是光伏电池组件效率继续提升的可选方向。 钙钛矿组件在弱光条件下发电能力强，已有全面积效率超过20%的大尺寸组件下线 ...

Overview - The report maintains a "stronger than market" rating for the renewable energy sector, highlighting that the demand for offshore wind power in China and Europe is increasing, leading to a rise in foundation demand and profit recovery for wind turbines. The "anti-involution" policy is expected to continue driving the photovoltaic sector, particularly with the expansion of perovskite technology. Overall, while short-term installation demand for renewable energy globally may be weak, there are structural opportunities in the market [1]. Key Points Supporting the Rating - The "anti-involution" trend is stabilizing wind turbine prices, enhancing profitability for manufacturers. China's offshore wind projects are becoming economically viable, contributing significantly to installed capacity. The demand for offshore wind in Europe and emerging markets is also on the rise [3]. - In the photovoltaic sector, the "anti-involution" policy remains the main theme, with a focus on the potential for capacity exits in battery and module production, as well as the industrialization potential of perovskite technology. Investment should prioritize growth-oriented new technology directions and the main industry chain benefiting from the "anti-involution" trend [3]. Investment Recommendations - For wind power, the report suggests prioritizing investments in the turbine segment, which is expected to recover profitability, and in the foundation segment that is progressing quickly in Europe. The offshore wind market is projected to grow significantly, with a focus on deep-sea projects [3]. - In the photovoltaic sector, the report emphasizes the importance of monitoring the "anti-involution" policy's impact on the industry, particularly regarding the exit of inefficient capacity and the enhancement of efficiency in battery and module production [3]. Long-term Outlook for Renewable Energy Demand - The report indicates that China's renewable energy demand is expected to remain robust in the long term, with an average annual installation capacity of over 400GW projected from 2025 to 2035. This is driven by the country's energy security needs and the ongoing transition to a low-carbon economy [13][16]. - The "136 Document" is noted for guiding the development of renewable energy projects towards market-oriented pricing, which is expected to stabilize project returns and promote high-quality development in the sector [31]. Photovoltaic Sector Insights - The report anticipates a moderate decline in photovoltaic installations in 2026 due to a phase of pre-installation in 2025, with projected installations of 290GW in 2025 and 180GW in 2026, reflecting a year-on-year decrease of 38% [33]. - The report highlights that the European photovoltaic market is facing growth challenges, with a forecasted installation of 64.2GW in 2025, indicating a slight decline. The U.S. market is also expected to experience pressure on growth due to policy adjustments [34][37]. Perovskite Technology Potential - Perovskite technology is identified as a key area for enhancing competitiveness in the photovoltaic manufacturing sector, with expectations for significant breakthroughs in industrialization by leading manufacturers in 2026 [33][44].

登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 一、信披违规遭监管处罚 上海沪紫律师事务所刘鹏律师代理的案件，已有获赔。近日再次递交部分案件至法院立案。奥联电子 （维权）的索赔案件源于其2022年底的一则跨界合作公告。（刘鹏律师专栏） 2022年12月9日，奥联电子披露《关于全资子公司签署钙钛矿投资合作协议暨设立公司的公告》，宣布 跨界钙钛矿领域。 随后在2023年2月13日，奥联电子披露的《关于对深圳证券交易所关注函回复的公告》中详细介绍了合 作方胥某的履历和业绩。 然而，这份看似光鲜的履历很快遭到"打假"。 2023年2月21日，华能清能院发布《关于针对奥联电子发布失实公告的澄清声明》，直接否认了胥某 曾"指导华能清能院550×650mm钙钛矿电池组件中试线效率验收达标，最高认证效率达到16.8%"等相关 事实3。 这一纸澄清声明立刻在市场引发轩然大波，奥联电子股价随之暴跌。 二、维权行动刻 ...

2023年2月21日，华能清能院发布《关于针对奥联电子发布失实公告的澄清声明》，直接否认了胥某 曾"指导华能清能院550×650mm钙钛矿电池组件中试线效率验收达标，最高认证效率达到16.8%"等相关 事实3。这一纸澄清声明立刻在市场引发轩然大波，奥联电子股价随之暴跌。 一、信披违规遭监管处罚 上海沪紫律师事务所刘鹏律师团队代理的投资者诉奥联电子（维权）证券虚假陈述案近日再次递交部分 案件至法院立案。前期代理的案件赔偿款皆已落实到投资者。（刘鹏律师专栏） 奥联电子的索赔案件源于其2022年底的一则跨界合作公告。 2022年12月9日，奥联电子披露《关于全资子公司签署钙钛矿投资合作协议暨设立公司的公告》，宣布 跨界钙钛矿领域。随后在2023年2月13日，奥联电子披露的《关于对深圳证券交易所关注函回复的公 告》中详细介绍了合作方胥某的履历和业绩。 然而，这份看似光鲜的履历很快遭到"打假"。 需提醒投资者的是依据"三年诉讼时效"原则，该案时效将在2026年2月20日到期。所剩时间不多，符合 要求的投资者需抓紧最后的挽损机会。 （本文由上海沪紫律师事务所刘鹏律师供稿，不代表新浪财经的观点。刘鹏律师，专注证券维权19年 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 受损股民可至新浪股民维权平台登记该公司维权：http://wq.finance.sina.com.cn/ 关注@新浪证券、微信关注新浪券商基金、百度搜索新浪股民维权、访问新浪财经客户端、 新浪财经首页都能找到我们！ 上海久诚律师事务所投资者索赔律师许峰提示，奥联电子（维权）（300585）虚假陈述投资者索赔案还 在起诉时效内，如果投资者因此受损，目前还可发起索赔。（许峰律师专栏） 许峰律师代理的奥联电子投资者索赔案中部分案件已经获赔到位，目前律师团队还在继续推进后续案件 的立案工作，还在继续接受其他投资者的索赔委托。 2024年4月7日晚，奥联电子公告收到证监会《行政处罚决定书》，经查，奥联电子等违法事实如下： 奥联电子披露的胥明军在钙钛矿领域的业绩存在误导性陈述。 （一）关于胥明军在钙钛矿行业主要业绩的内容存在误导性陈述 （本文由上海久诚律师事务所主任许峰律师供稿，不代表新浪财经立场。许峰律师，2008年起律师执 业，执业服务范围涉及虚假陈述、内幕交易、操纵市场等证券欺诈领域索赔代理。十几年来已代理近两 百只股票的投资者胜诉或调解获赔，同期还在代理诉讼时效内 ...

Core Viewpoint - The company Foster (603806) emphasizes the need for advanced moisture barrier solutions for perovskite solar cells due to their sensitivity to humidity compared to traditional silicon solar cells [1] Group 1: Company Developments - Foster has developed a packaging solution combining POE film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cell modules [1] - The company received the world's first T V Rheinland certification for its butyl rubber in October this year [1]

Core Viewpoint - The company emphasizes the need for high water resistance in packaging solutions for perovskite solar cells due to their increased sensitivity to moisture compared to traditional silicon solar cells [1] Group 1 - The company has developed a packaging solution using a combination of POE film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cell modules [1] - In October, the company obtained the world's first TÜV Rheinland certification for its butyl rubber product [1]

Core Viewpoint - The company emphasizes the need for high water resistance in packaging solutions for perovskite solar cells due to their increased sensitivity to moisture compared to traditional silicon solar cells [1] Group 1 - The company has developed a packaging solution using a combination of POE film and butyl rubber, which is particularly suitable for encapsulating perovskite solar cell modules [1] - In October, the company obtained the world's first TÜV Rheinland certification for its butyl rubber product [1]