ed t 0.03 ful annual R 2 11,200 ", " " n ER H N 000 000 100 x C F SH l @ " with ITS . E V ND U U y Y 22 n . 12 A.B ICL and 2 2025年11月22日至23日，江苏泰州、河南郑州、浙江义乌三地接连发生火灾，官方通报显示其中两起事故源头直指光伏组件。尤为触目惊心的是，某动物园 鸟语林20平米光伏设施的被毁，竟源于一片被引燃的落叶。 从实验室报告到户外实证，全行业共同见证 频发的火灾事故，让光伏组件安全性再度成为全行业关注的焦点。11月28日，来自产业链各环节的代表——包括电站业主、经销商、技术专家和权威媒体， 再次齐聚银川国家光伏质检中心（CPVT）全球最大的户外实证基地。他们的目标明确而一致：共同见证两个月前隆基获颁的行业首张"三防"检测证书，能 否经得起实证的严苛检验，以及其在真实环境下的性能表现到底怎么样。 "报告再漂亮，不如实地看一看。"隆基分布式中国区总裁牛燕燕的开场致辞，为这场实证活动定下了务实基调。她强调，在光伏行业面临挑战的当下，隆基 选择用创新回应质疑，用实证建立信任。而这 ...

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]