长江商报消息 ●长江商报记者 沈右荣 处于低谷的光伏行业企业经营整体性承压，"光伏一哥"隆基绿能（601012.SH）展现出较强的韧性，大 幅减亏。 8月22日晚，隆基绿能发布了2025年半年度业绩报告。上半年，公司实现营业收入约328亿元，同比下降 仅15%；归母净利润为-25.69亿元，虽然仍属大额亏损，但较上年同期减亏26.61亿元。 2025年上半年，隆基绿能实现硅片出货量52.08GW，电池组件出货量41.85GW。公司表示，受光伏行业 主要产品市场销售价格跌破行业成本线的竞争环境影响，公司增量不增收、经营亏损。 大幅减亏，主要是由于销售费用、管理费用大幅下降，以及资产减值损失的大幅减少。 面对时下的市场现状，该如何破局？隆基绿能认为，全球光伏市场开始由过去几年的爆发式增长进入平 稳发展轨道，光伏行业竞争由同质化价格竞争逐步转向差异化价值竞争，突破的关键就是差异化的竞争 力。 隆基绿能BC产品先进产能稳步爬坡，签单量快速增长，畅销至欧洲、亚太等 70多个国家和地区。 2025年上半年，隆基绿能研发支出7.51亿元。截至2025年6月底，隆基绿能已获得各类已授权专利3500 多项。 运营效率提升大幅减 ...

长江商报消息 ●长江商报记者 沈右荣 处于低谷的光伏行业企业经营整体性承压，"光伏一哥"隆基绿能（601012.SH）展现出较强的韧性，大幅减亏。 8月22日晚，隆基绿能发布了2025年半年度业绩报告。上半年，公司实现营业收入约328亿元，同比下降仅15%； 归母净利润为-25.69亿元，虽然仍属大额亏损，但较上年同期减亏26.61亿元。 2025年上半年，隆基绿能实现硅片出货量52.08GW，电池组件出货量41.85GW。公司表示，受光伏行业主要产品 市场销售价格跌破行业成本线的竞争环境影响，公司增量不增收、经营亏损。 大幅减亏，主要是由于销售费用、管理费用大幅下降，以及资产减值损失的大幅减少。 面对时下的市场现状，该如何破局？隆基绿能认为，全球光伏市场开始由过去几年的爆发式增长进入平稳发展轨 道，光伏行业竞争由同质化价格竞争逐步转向差异化价值竞争，突破的关键就是差异化的竞争力。 隆基绿能BC产品先进产能稳步爬坡，签单量快速增长，畅销至欧洲、亚太等 70多个国家和地区。 2025年上半年，隆基绿能研发支出7.51亿元。截至2025年6月底，隆基绿能已获得各类已授权专利3500多项。 运营效率提升大幅减亏 光 ...

Group 1 - JinkoSolar's global vice president shared China's experience in photovoltaic desertification control at the 2025 Summer Davos Forum, attracting international interest [2] - JinkoSolar supplied a total of 1.75GW of photovoltaic components for two major projects in Saudi Arabia and is involved in a 1.8GW project in Abu Dhabi, showcasing China's solutions for energy transition and desertification prevention [2] - The company aims to shift from global sales to global production and investment, exporting technology, systems, standards, talent, and experience to help local industries establish their own supply chains [2] Group 2 - China has the most severe desertification in the world, with 2.57 million square kilometers of desertified land, accounting for 26.81% of its territory [3] - Through large-scale greening projects, China has effectively managed 53% of its desertifiable land, achieving "zero growth" in land degradation [3] - The "14th Five-Year Plan" emphasizes the construction of large-scale wind and photovoltaic bases in desert areas, with a target of 455 million kilowatts of installed capacity by 2030 [3] Group 3 - The State Grid Corporation of China plans to integrate large-scale renewable energy into the grid, transmitting power from desert regions over distances of 2,000 to 3,000 kilometers [5] - By the end of 2024, the first batch of 50 large-scale wind and photovoltaic base projects will be completed, with an installed capacity exceeding 90 million kilowatts [5] - Continuous technological innovation has led to increased global recognition of JinkoSolar's products, with over 50% of orders coming from overseas clients [5] Group 4 - The systematic development approach of photovoltaic desertification control in China is seen as a model for other countries [5] - Building large-scale renewable energy bases in desert areas is an effective solution for integrating renewable energy generation with desertification control and ecological restoration [5][6] - This approach not only promotes green energy development but also creates economic growth points in desert regions through ecological restoration and energy industry integration [6]

Group 1 - The Chinese government has expressed strong opposition to the U.S. claims of violations regarding the Geneva economic talks, stating that pressure and coercion are not the correct ways to engage with China [2] - The U.S. President has announced an increase in tariffs on imported steel and aluminum from 25% to 50%, effective June 4, 2025 [2] - The South Korean presidential election results show Lee Jae-myung from the Democratic Party received 49.42% of the votes, marking the start of his presidential term [2] Group 2 - The Chinese Ministry of Commerce has urged the EU to correct its proposed restrictions on Chinese companies participating in public procurement for medical devices, indicating that China will closely monitor the EU's actions [3] - The Ministry of Industry and Information Technology has launched a campaign to promote the use of new energy vehicles in rural areas, including tax reductions and infrastructure improvements [3] Group 3 - The Shenzhen Stock Exchange has announced periodic adjustments to its index samples, with several companies being added to various indices, effective June 16 [4] Group 4 - Local securities regulatory bodies are increasing their focus on "small essays" related to the capital market, aiming to collect leads and suggestions to improve the market environment [5] - The A-share market saw a positive performance with major indices rising, driven by financial stocks and new consumption themes, with the Shanghai Composite Index closing at 3361.98 points, up 0.43% [5] - Stablecoins have become a focal point for analysts, with numerous related reports and events being held recently [5] Group 5 - The insurance sector has increased its equity investments, with the stock market value of the life insurance industry reaching 2.65 trillion yuan, representing an 8.43% allocation [6] - Xiaomi's founder revealed that the pricing for the new Xiaomi YU7 will be confirmed shortly, and the company is actively developing capabilities in the automotive sector [6] - NIO reported Q1 2025 revenue of 12.035 billion yuan, up from 9.909 billion yuan in the same period last year, but with an increased adjusted net loss [6] Group 6 - Seres reported May sales of 36,500 vehicles, a year-on-year increase of 13.19%, with cumulative sales of the AITO M9 reaching 50,500 units, up 19.46% year-on-year [7] - The Pang Donglai Group achieved sales exceeding 10 billion yuan, with supermarket sales surpassing 5.5 billion yuan [7] Group 7 - The U.S. stock market saw all three major indices rise, with the Dow Jones increasing by 0.51% to 42,519.64 points, marking a four-day winning streak [7] - The OECD has revised its global economic growth forecasts for 2025 and 2026 down to 2.9% [7] - Japan's 10-year government bond auction saw a significant increase in demand, with the bid-to-cover ratio rising to 3.66, the highest since April 2024 [7] Group 8 - The competition between Huaxi and Juzhi Biotech has intensified, with regulatory bodies now involved in the investigation of the product testing controversy that began in late May [8] - Zong Fuli is reportedly implementing a dual strategy of factory management and expansion in the beverage sector, indicating a significant shift in operational strategy [8]