以下文章来源于华夏能源网 ，作者www.hxny.com 华夏能源网 . 能源产业与财经信息服务平台 将投中网设为"星标⭐"，第一时间收获最新推送 等待机会重新起来。 作者丨 田思 作者丨 蒋波 王东 来源丨 华夏能源网 "所有企业都在承受着不可承受之痛，大家都在苦熬。"6月10日，中国机电产品进出口商会副会长 石永红在上海SNEC2025光伏展上说道。 这说出了广大光伏企业的真实状态和心声。 经过 7个季度的持续洗牌，一大批光伏企业倒下了，但产能依旧严重过剩。主要的龙头企业安然无 恙，按照业界调侃的每次寒冬"必死老大"的标准看，调整并没有到位。而那些暂时停产的"死而不 僵"的产能，随时在等待机会重开起来。 与此同时，今年上半年 "抢装潮"带动光伏装机再创新高，仅5月份光伏新增装机就高达92.92GW， 1-5月光伏新增装机198GW，相当于2024年光伏装机的七成。但是，如此强劲的装机还是没能拉起 来价格，光伏各产业链价格还在滑落，寒冬深不见底。 一边是艰难的产能出清，一边是见不到企稳希望的价格，整个光伏行业处在痛苦不堪的 "炼狱"之 中。没有谁会好过，也没有谁知道"炼狱"往下还有几层。大家只能在一点点失血 ...

第17届世界太阳能光伏暨储能产业博览会：全球绿色能源转型的"风向标" 在全球"碳中和"目标加速推进的背景下，光伏与储能产业已成为能源转型的核心驱动力。2025年8月8日至10日，第17届世界太阳能光伏暨储能产业博览会 （Solar PV & Energy Storage World Expo 2025）将在广州·中国进出口商品交易会展馆B区盛大启幕。这场由广东省太阳能协会、广东省粤港澳经贸合作促进 会、广东鸿威国际会展集团联合主办的行业盛会，预计吸引全球2000余家企业参展，展览面积达18万平方米，专业观众超20万人次，成为全球光伏储能领 域规模最大、专业性最强的交流平台之一。 技术创新：从"单点突破"到"系统革新" 本届展会以"智领能源·绿动全球"为主题，全面展示光伏与储能技术的深度融合。在光伏领域，TOPCon、HJT、钙钛矿等高效电池技术同台竞技，转换效率 突破26%的组件成为现实。某头部企业展示的N型TOPCon组件，通过双面发电设计，在弱光环境下发电量提升15%，且成本较传统PERC组件降低8%。钙 钛矿-晶硅叠层电池实验室效率达33.9%，其柔性、轻量化特性为分布式光伏提供了新可能。 储能技术成为 ...

Core Viewpoint - JinkoSolar maintains a strong credit rating of AA+ with a stable outlook, reflecting its robust position in the global photovoltaic (PV) market and ongoing technological advancements [1][2] Group 1: Company Performance - JinkoSolar is projected to achieve a global PV module shipment of 92.87 GW in 2024, representing an 18.28% year-on-year increase, with N-type TOPCon modules accounting for 88% of shipments, showcasing its technological leadership [1] - The company has made significant R&D investments of 4.407 billion yuan, resulting in 679 new patents and a record battery efficiency of 34.22% for its TOPCon perovskite tandem cells [1] - JinkoSolar's vertical integration strategy is optimizing its cost structure, enhancing profitability amid fierce market competition [1] Group 2: Industry Outlook - The global energy transition is accelerating, with a projected 35% year-on-year increase in new PV installations, reaching 599 GW in 2024, driven by favorable policies and market demand [2] - China's "dual carbon" goals are leading to a favorable policy environment, with a long-term high demand outlook for the PV industry [2] - JinkoSolar's international revenue accounts for nearly 70% of its total, and the company is enhancing production efficiency and product quality through digital transformation [2] Group 3: Future Plans - JinkoSolar plans to achieve over 40 GW of high-power TOPCon capacity by 2025 and aims to enhance battery mass production efficiency to 27% [2] - The company is advancing its energy storage business with projects including a 12 GWh energy storage integration system and a 12 GWh energy storage cell project [2] - JinkoSolar's order backlog stands at $8.566 billion as of the end of Q1 2025, laying a solid foundation for future performance recovery [2]

光伏组件龙头晶科能源(688223.SH)经营与财务承压。 根据一季度报告，今年前三个月，晶科能源总出货量为19130MW，同比下降12.68%。公司实现营业收 入约138亿元，同比下降约40%；归属母公司股东的净利润(简称"归母净利润")为亏损13.9亿元，扣除非 经常性损益的净利润(简称"扣非净利润")为亏损18.66亿元。 一季度亏损，这是晶科能源近10年来的首次。 2024年，公司归母净利润为0.99亿元，但扣非净利润为亏损超9亿元。 连续亏损，主要受光伏行业产能结构性过剩相关，晶科能源核心产品光伏组件销售价格下降。 曾经激进扩张的晶科能源财务压力明显。截至今年3月末，公司有息负债约348.77亿元，较年初增加 36.54亿元。一季度财务费用2.24亿元，同比增长超50%。 连续亏损、财务承压，曾经豪气宣告560亿元扩产的晶科能源，能否顺利应对本轮低景气周期，备受市 场关注。 有息负债3个月增36.54亿 晶科能源经营亏损、财务承压明显。 根据年报，2024年，晶科能源实现的营业收入为924.71亿元，同比下降22.08%。此前的2019年至2023 年，公司营业收入连续五年增长。 营业收入结束五连增 ...

Core Insights - The Intersolar Europe 2025 exhibition took place from May 7 to May 9 in Munich, becoming a significant event in the global solar energy industry [1] - Yichin Photovoltaic Technology Co., Ltd. showcased its products at the exhibition, emphasizing Europe as a core area for its globalization strategy [1] Product Highlights - Yichin introduced the Aurora Ultra series components, utilizing all-back electrode technology to eliminate light energy loss from front grid line shading, resulting in higher battery conversion efficiency and power generation capacity [1] - The company customized two smaller solar panel models, the Star Pro series, specifically for European small rooftops and balconies, with sizes of 132W and 264W, allowing for flexible installation and maximizing rooftop area usage [1] - The all-black 460W Aurora Pro+ component was well-received by European customers, enhancing the aesthetic appeal of photovoltaic rooftops [1] - A range of high-efficiency N-type TOPCon components was exhibited, with a maximum power output of 730W, suitable for large ground power stations [1] - The 630W marine component was designed for offshore photovoltaic projects, featuring excellent salt mist resistance, low water permeability, stable temperature coefficients, and reliable impact resistance [1] Strategic Collaborations - Yichin has partnered with micro-inverter brand Ares to launch a comprehensive smart energy solution for "balcony photovoltaics + household rooftops," aligning technological innovations with European market demands to support household energy transformation [2]