Industry News - The National Energy Administration has issued the 2025 energy sector standard formulation and revision plan, which includes a total of 801 new standards and 402 revised standards [2] - The Ministry of Transport has released seven transportation industry standards, including the "Technical Specifications for Road Transport of Hydrogen (including Liquid Hydrogen)" [2] - The construction of the Tibet-Guangdong DC transmission project has commenced, which is the world's most advanced flexible DC transmission project, expected to deliver over 43 billion kWh of electricity annually to the Guangdong-Hong Kong-Macao Greater Bay Area after full operation in 2029 [2] - Research teams from Nanjing University of Posts and Telecommunications have made progress in the field of inorganic photovoltaic materials, achieving a 10.1% photoelectric conversion efficiency for large-area copper-zinc-tin-sulfur-selenium photovoltaic films [3] - The China Electricity Council has published a list of typical cases for the "three modifications" technology transformation of coal-fired power units for 2025, selecting 35 typical cases based on various evaluation criteria [3] - Qinghai Province encourages qualified charging facility operators to participate in electricity market transactions, allowing them to charge users for electricity and service fees [3] - Shaanxi Province encourages coal-fired self-supplied power plants to participate in grid regulation, particularly those with over 50% peak-shaving capacity [4] Corporate News - Jiangsu New Energy announced the resignation of General Manager Chen Hua, with Qiao Bing appointed as the new General Manager [6] - China Shenhua reported coal sales of 28 million tons in the first eight months of 2025, a year-on-year decrease of 9.2% [6]

Group 1 - The core viewpoint of the news highlights the positive performance of the photovoltaic sector, particularly the leading ETF tracking the photovoltaic industry index, which has seen significant gains in its constituent stocks [1][4]. - The photovoltaic leading ETF (159609) has experienced a net subscription of 1 million shares, indicating strong investor interest [1][2]. - The recent "10th N-type Photovoltaic Technology and Industry Development Forum" discussed advancements in N-type battery technology and the future trends of high-efficiency batteries, showcasing the industry's focus on innovation [2][3]. Group 2 - Major breakthroughs in photovoltaic materials technology have been reported, including a new flexible photovoltaic material with a conversion efficiency of 10.1%, demonstrating the potential for industrialization [2]. - The BC new technology is making significant progress, with expectations for increased market penetration and scale of shipments starting from 2025 [3]. - The China Securities Photovoltaic Industry Index selects representative companies across the entire photovoltaic supply chain, including leading firms such as Sungrow Power Supply, LONGi Green Energy, and Tongwei Co., Ltd. [3].

Core Viewpoint - The research team from Nanjing University of Posts and Telecommunications has successfully developed a large-area "copper zinc tin sulfur selenium" photovoltaic film with a power conversion efficiency of 10.1%, indicating the industrialization potential of inorganic flexible photovoltaic materials [1][5]. Group 1: Research Background - The first generation of photovoltaic materials, crystalline silicon, is rigid, while current research focuses on making photovoltaic materials flexible and lightweight, even capable of being sewn into clothing [1]. - New generation photovoltaic materials like perovskite can be made into thin films but suffer from instability in performance. In this context, the second generation material "copper indium gallium selenide" has regained attention from researchers [2]. Group 2: Development Process - Due to low yield rates and high costs of indium and gallium, the research team replaced these elements with zinc and tin, using a solution method instead of traditional vacuum methods to create a 0.1 cm² "copper zinc tin sulfur selenium" photovoltaic film with a power conversion efficiency of 13% [2]. - The team discovered that as the film area increased beyond 10 cm², the power conversion efficiency significantly decreased due to the premature formation of a dense crystalline layer on the film's surface, blocking selenium infiltration [2]. - After over four years of research, the team optimized the solution formulation to enhance the film's porosity and structure, allowing for better selenium penetration and resulting in a photovoltaic component with an effective area of 10.48 cm² [2]. Group 3: Testing and Implications - The photovoltaic component was tested by an international authority, achieving a power conversion efficiency of 10.1%, and was officially included in the international "Solar Cell Efficiency Table" [5]. - The advantages of the "copper zinc tin sulfur selenium" technology route include abundant raw material reserves, non-toxicity, and low costs, marking a significant step towards the theoretical and practical feasibility of industrializing inorganic flexible photovoltaic materials [5].