每经AI快讯，京东方A近日在机构调研时表示，短期内，公司将继续加大研发投入，进一步提升钙钛矿 组件的转换效率、稳定性和寿命；同时加快产业化步伐，推动中试线技术向规模化量产迈进，持续降低 成本；深化与全球合作伙伴的开放创新，共同构建覆盖材料、装备、产品、应用和标准的健康钙钛矿产 业生态。 （文章来源：每日经济新闻） ...

人民财讯1月6日电，京东方Ａ（000725）1月5日在机构调研时表示，短期内，公司将继续加大研发投 入，进一步提升钙钛矿组件的转换效率、稳定性和寿命；同时加快产业化步伐，推动中试线技术向规模 化量产迈进，持续降低成本；深化与全球合作伙伴的开放创新，共同构建覆盖材料、装备、产品、应用 和标准的健康钙钛矿产业生态。 ...

Core Viewpoint - Gansu King Kong Photovoltaic Co., Ltd. has signed a sales contract for 298MW HJT solar cells with a South Asian customer, which is expected to account for over 50% of the company's audited revenue for 2024, exceeding 100 million RMB [2][6]. Group 1: Contract Details - The contract was signed between Hong Kong King Kong and the South Asian customer from September 17, 2025, to December 1, 2025 [2]. - The contract specifies the sale of heterojunction (HJT) solar cells, with a total quantity of 298MW [5]. - Pricing is based on market rates agreed upon by both parties, and the contract becomes effective upon signing [5]. Group 2: Counterparty Information - The company and its subsidiaries have no related party relationships with the customer [4]. - In the past three years, from 2022 to 2023, the company did not engage in similar transactions with this customer; however, in 2024, the revenue from this customer was 9.2752 million RMB, accounting for 7.50% of the total audited revenue [4]. - The counterparty is legally established, operates normally, and has good creditworthiness, indicating a low risk of default [4]. Group 3: Impact on Company Performance - The execution of this contract is expected to have a positive impact on the company's operating performance in 2025, with specific amounts to be confirmed by the annual audit [6]. - The contract's execution will not significantly affect the company's independence, as it is actively expanding its market and increasing its customer base [7].

Robotics - Baichuan Co. has technical reserves and related R&D for sodium-ion batteries, but has not yet achieved mass production [1] - Yihua Da provides some components to humanoid robot manufacturers, but the proportion is relatively low [3] - Meixin Sheng's DToF technology can achieve distance measurement and obstacle avoidance, adaptable to various robot application scenarios [3] - Greebo's collaboration with Zhiyuan Robotics on commercial cleaning robots has entered the implementation stage, with mass production testing currently underway [3] Aerospace - Greebo is conducting pre-mass production testing for commercial cleaning robots [3] - Lanjie Technology reports that DDR6 memory modules are expected to achieve commercialization around 2029 [3] - Gaohua Technology has established partnerships with commercial aerospace partners like Blue Arrow Aerospace [3] - Chip Motion Technology's products have been applied in the commercial aerospace field for several years [3] - Zhangjiang Hi-Tech has indirectly invested in Blue Arrow Aerospace through a shareholding fund [3] - Lichong Group is actively expanding in the commercial aerospace sector [3] - AVIC Xi'an Aircraft Industry Group is actively participating in the development of new domestic large aircraft models [3] - Xiangdian Co. is developing technology and products for civil satellite launches [3] - CITIC Heavy Industries is deeply involved in national major projects in aerospace and other fields [3] Electronics - Changchun Technology plans to increase R&D investment to enhance the efficiency, stability, and lifespan of perovskite components [3] - Ultra Sonic Electronics has some PCB products applied in AR/VR glasses [3] - Jinjing Technology's SiC is a core representative of third-generation semiconductor materials, gradually becoming a key material for technological breakthroughs [3] - Guoxin Technology's investee company is conducting R&D and application of optical quantum computing chips and optical quantum computers [3] Other Industries - Aantai Technology has achieved small batch supply of refractory metal 3D printing powder [4] - Aoshanghao's significant performance increase this year is mainly due to the overall demand upturn in the semiconductor industry [3] - Muyuan Foods anticipates a decrease in pig farming costs in the future [3] - Jinlu Electronics has PCB applications in hardware facilities related to the elderly care sector [3] - Aonli Education plans to cultivate the silver economy business as the company's second growth curve [3]

京东方A近日在接受机构调研时表示，短期内，公司将继续加大研发投入，进一步提升钙钛矿组件的转 换效率、稳定性和寿命；同时加快产业化步伐，推动中试线技术向规模化量产迈进，持续降低成本；深 化与全球合作伙伴的开放创新，共同构建覆盖材料、装备、产品、应用和标准的健康钙钛矿产业生态。 ...

Core Points - The 2026 Solar Solutions Amsterdam exhibition is a key event for solar energy companies aiming to enter the European market, taking place from March 10 to 12, 2026 [1][3] - The exhibition will be held at Expo Greater Amsterdam, a prime location for international events [2] - The event is the largest and most professional solar energy exhibition in Northwest Europe, attracting over 15,000 B2B visitors from more than 60 countries in 2026 [3] Exhibition Overview - The exhibition has been successfully held for thirteen editions and covers the solar energy sectors in the Netherlands, Belgium, and Luxembourg [3] - In 2025, the exhibition featured 276 companies and a total exhibition area of 24,000 square meters, with 12,841 professional visitors, including a significant percentage of decision-makers [3] - The event will showcase over 500 innovative technologies and host more than 100 practical seminars to support the growth of the renewable energy market [5][7] Market Potential - The Dutch solar market is experiencing rapid growth, with a cumulative installed capacity of 27.7 GW expected by 2024, a 14% increase from 2023, and solar energy accounting for 18% of the country's total electricity generation [10][11] - There is a significant gap in the storage market, with only 0.5% of households equipped with storage systems despite 33% having solar panels, indicating substantial growth potential [12] - The International Energy Agency (IEA) predicts that the installed capacity in the Netherlands could reach between 50.6 to 55 GW by 2030, with battery storage capacity expected to reach 56 GWh [13][14] Target Audience - The exhibition attracts a diverse audience, including business decision-makers and representatives from government agencies, providing valuable networking opportunities [15] - It is suitable for various solar energy companies, including manufacturers, suppliers, and service providers in the solar and storage sectors [16] Recommended Exhibition Service Provider - Omaten is recommended for exhibition design and construction, offering comprehensive services and expertise in the solar energy sector [17] - The company holds multiple certifications and has extensive experience, having served over 8,000 enterprises and completed more than 12,000 exhibition projects [19][20] - Omaten's strengths include innovative design, a global service network, and a rigorous project management process, ensuring effective exhibition solutions for solar energy companies [21][22][23] Conclusion - The 2026 Solar Solutions Amsterdam exhibition represents a strategic opportunity for solar energy companies to expand into the European market, supported by the growing solar capacity and storage market potential in the Netherlands [25]

Core Insights - Renshuo Solar has achieved a significant milestone with its perovskite solar modules, reaching an efficiency of over 22% and an output power of 158.4W, setting a new record for commercial perovskite modules [1] - The actual power generation efficiency of perovskite solar cells is over 10% higher than that of silicon cells under the same photoelectric conversion efficiency, indicating a competitive edge in the market [1] - The company has developed a comprehensive technology system centered on single-junction perovskite, with additional layers and flexible options, expanding its product offerings [2] Group 1 - Renshuo Solar's perovskite modules have received multiple certifications, including from TÜV Rheinland and UL, ensuring quality and reliability [2] - The company has successfully demonstrated the application of its perovskite products in various scenarios, including building facades and large-scale power plants, showcasing their versatility [2] - The efficiency of Renshuo Solar's perovskite modules has increased from 15% to 22% in less than two years, highlighting rapid advancements in production technology [1]

Core Insights - Renshuo Solar (Suzhou) Co., Ltd. has announced that its mass-produced perovskite modules (1.2m×0.6m) have achieved a total area efficiency exceeding 22% and an output power of 158.4W, setting a new record for commercial perovskite module efficiency per square meter [1] Company Summary - Renshuo Solar has successfully received T V Rheinland certification for its perovskite modules, indicating compliance with industry standards [1] - The achievement signifies that perovskite photovoltaic technology is nearing the performance levels of mainstream crystalline silicon modules [1]

Investment Rating - The report maintains a "Positive" investment rating for the industry [3]. Core Viewpoints - The logic for high growth in lithium storage continues, with a focus on performance catalysts in the wind power sector [1]. - The report emphasizes the ongoing demand for energy storage and power equipment, with lithium supply remaining tight and the logic for wind and solar power remaining intact [15]. Summary by Sections 1. Photovoltaics - The industry is currently in a weak seasonal phase, but the core catalyst remains the anti-involution policy, with expectations for capacity control measures to be implemented by the end of the year [15][40]. - The "Chengdu Declaration" was released at the 2025 International Photovoltaic and Energy Storage Industry Conference, emphasizing the importance of anti-involution strategies and high-quality development [22]. - The price of polysilicon remains stable, while silicon wafer prices are declining due to weak demand and inventory pressure [28][34]. 2. Energy Storage - The report highlights ongoing domestic and international developments in energy storage, with a strong outlook for sustained high growth [45]. - In October, domestic energy storage added 1.70 GW/3.52 GWh, with a cumulative increase of 34.07 GW/85.71 GWh year-to-date, reflecting a 56% year-on-year growth [50]. - Significant projects include a 1.6 GWh energy storage project in Germany and new market mechanisms being established in various regions [47][48]. 3. Lithium Batteries - Demand expectations for lithium batteries are strengthening, with all segments showing a willingness to maintain prices, indicating a continuous improvement in profitability [15]. - The report recommends focusing on battery segments, particularly leading companies like CATL and EVE Energy, as well as other key players in the supply chain [15]. 4. Wind Power - The report notes a clear upward trend in the wind power sector, with the new five-year plan indicating a favorable cycle beginning [15]. - Companies like Goldwind Technology and Mingyang Smart Energy are highlighted as key players benefiting from this trend [15]. 5. Power Equipment - The report mentions the approval of five flexible direct current projects and a steady increase in transformer exports, indicating robust demand in the power equipment sector [15]. - Companies such as Sifang Electric and XJ Electric are recommended for their strong positions in the market [15]. 6. New Directions - The report emphasizes the importance of developments in humanoid robotics and domestic chip manufacturing, with a focus on Tesla's supply chain and the potential impact of NVIDIA's AI chips on the market [15].

Summary of JinkoSolar's Conference Call Industry and Company Overview - The conference call focuses on the perovskite solar cell industry, specifically JinkoSolar's advancements and plans in this sector [1][2][3]. Key Points and Arguments Production Capacity and Efficiency Goals - JinkoSolar aims to achieve a perovskite module efficiency exceeding 20% by the end of 2025 and over 27% by 2026 [1][2]. - The current production line has a design capacity of 500 megawatts (MW) with a production cycle of 40 seconds per module [1][4]. - The target cost for production is approximately 1.1 to 1.2 yuan per watt when fully operational, with current costs around 1.8 yuan per watt [4]. Material Costs and Reduction Potential - FTO glass is the most expensive material, significantly impacting overall costs, but there is potential for cost reduction as production scales up [5]. - The cost of frames is relatively stable due to aluminum prices, while the encapsulant has some room for cost reduction [5]. Production Line Expansion Plans - JinkoSolar is currently pausing the expansion of a new 500 MW production line, which will depend on market demand [7]. - If market response is positive, a new line may be considered in the second half of 2026, with an estimated investment of 400 to 500 million yuan [7]. Demonstration Projects and Future Technology - The 2025 demonstration projects will primarily focus on single-junction modules, with a scale of several tens of megawatts [8][9]. - In 2026, JinkoSolar plans to promote tandem modules, which are expected to be more competitive [9]. Reliability and Performance of Tandem Modules - JinkoSolar claims that the degradation of tandem modules is comparable to that of single-junction modules, with a commitment to a 15-year warranty [10][13]. - The company has received certifications for its tandem technology and is currently working on stability verification [11]. Challenges in Scaling Up Production - The overall capacity for perovskite production is expected to reach several gigawatts in five years, but expansion will be gradual rather than exponential [3][14]. - JinkoSolar emphasizes that silicon companies cannot quickly acquire perovskite technology through acquisitions or hiring, as the production process is complex and still maturing [15]. Cross-Industry Collaborations - Companies like CATL and BOE are entering the perovskite market, leveraging their existing strengths to explore new applications [16]. Aerospace Applications - JinkoSolar's perovskite cells have been used in satellites launched in late 2023, indicating potential for future applications in space [19]. Future Financing and IPO Plans - JinkoSolar is preparing for an IPO and a new round of financing to improve operational conditions and valuation, which will support its future growth and market presence [24]. Other Important Insights - The company is exploring photon multiplication technology, which could significantly enhance solar cell efficiency, although it is still in the research phase [21][22]. - The integration of perovskite layers may lead to complete module replacements if degradation occurs, due to the design choices made for cost efficiency [12]. This summary encapsulates the critical aspects of JinkoSolar's conference call, highlighting its strategic direction, technological advancements, and market positioning within the perovskite solar cell industry.