硅片方面，行业咨询机构InfoLink的数据显示，本周，183N硅片主流成交价格落在1.25元/片;210RN硅片 成交价格明显上移，普遍落于1.35元/片;210N硅片市场价格普遍维持在1.55元/片。涨幅在3.3%—9.8%不 等。 记者注意到，12月25日下午，有消息称，四家头部硅片企业联合大幅上调报价，其中183N硅片报价1.4 元/片、210RN报价1.5元/片、210N报价1.7元/片，平均涨幅达到12%。证券时报记者从多家硅片厂商人 士处证实了此次上调报价的信息，业内普遍反馈，本次硅片涨价主要是上游硅料涨幅较大所致。不过， 从机构数据发布周期来看，InfoLink的最新报价暂未反映12月25日的最新调价情况。 InfoLink指出，本周，硅片价格明显走强。随着行业自律议题持续发酵，带动硅片厂报价上调。除情绪 因素外，近期银浆价格持续走高，迫使电池环节价格延续上行趋势，亦间接提升硅片新报价的合理性。 在多数硅片企业预期价格仍有进一步上调空间的情况下，现阶段发货意愿明显偏低，市场普遍采取控货 策略。 中国有色金属工业协会硅业分会发布的数据显示，本周，多晶硅N型复投料成交均价为5.39万元/吨，周 环 ...

从规模扩张到高质量发展，中国光伏行业正站在转型的十字路口。 作为全球新能源革命的核心引擎，中国光伏产业用十余年时间完成了从追赶到引领的跨越，但在2025年 遭遇了前所未有的调整转型阵痛。在行业供需错配、政策调整和贸易壁垒多重压力交织之下，制造端与 应用端一改高歌猛进的增长态势，主产业链各环节普遍深陷亏损泥潭，至今仍待曙光出现。 12月18日，中国光伏行业协会名誉理事长王勃华在"2025光伏行业年度大会"上指出，光伏行业阶段性不 景气并不意味着行业衰退的开始。在下一轮爆发式需求来临前，行业亟待向高质量发展进行调整转型， 以适配需求。 中经记者 张英英 吴可仲 西安报道 而伴随着市场持续出清与"反内卷"行动的推进，光伏行业在2026年或将迎来盈利修复的转折点。对于企 业而言，既要面临生存韧性的"淘汰赛"，也要抢占未来市场的"机遇期"。 降速换挡 过去十几年，光伏行业凭借技术迭代与政策红利，保持了迅猛增长态势，成为全球新能源产业的标杆。 但2025年，这一局面发生显著变化，制造端和应用端均全面失速。 中国光伏行业协会数据显示，1—10月，光伏制造端各环节有增有降，增速显著下降。其中，多晶硅产 量约113万吨，同比下 ...

本周，由多家硅料龙头企业联合投资设立的北京光和谦成科技有限责任公司正式登记成立，光伏行 业"反内卷"迈出重要一步。 硅片环节，本周，价格在前期连续下跌后开始出现止跌迹象，主流成交均价大致维持上周水平。虽仍可 见部分企业在低价段的报价区间较广，但高低价差距已有所收敛，市场氛围由先前的悲观逐步转向观 望。此外，上游硅料价格持稳，也使整体行情呈现"弱稳"格局。 InfoLink数据显示，183N硅片的主流成交仍落在1.18元/片，210RN主流价格则落在1.20元/片—1.23元/ 片。然而，在减产预期及收储信号的带动下，部分企业已陆续收回先前的低价报盘，使本周成交区间虽 显扩大，但价格重心已回到主流水平。至于210N硅片，价格表现相对坚挺，主流成交维持在1.50元/ 片，市场分化程度明显低于其他尺寸，显示其具备较强支撑力。 InfoLink认为，随着12月减产计划逐步落地，硅片库存累积速度已有放缓。需注意的是，自律性减产与 实际产量控制仍待观察，当前硅片价格波动多受到会议与收储信号带动的短期备货所影响。整体而言， 在新的会议之前，硅片价格大概率维持窄幅震荡格局。预计下周仍以持稳为主，小幅反弹为辅，主流价 格出现大 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好！ 请问公司当前量产TOPCon组件的转换效率 和功率分别是多少。 横店东磁（002056.SZ）12月5日在投资者互动平台表示，您好，公司目前最高量产功率650瓦，对应的 组件效率是24.1%。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 本报记者 殷高峰 "基地建成以来已为国内外300多家光伏企业提供了检测、实证、科研、标准、培训等技术服务，现场检 测验收服务覆盖全国十余个省级单位的数千个光伏电站。"国家光伏质检中心首席技术官王炳楠在接受 《证券日报》记者采访时表示，国家光伏质检中心已与10多个国内外认证机构实现互认合作，以户外实 证检测助力中国光伏产品拓展海外市场。 此次银川基地开放日活动探访的重点之一就是当前光伏市场上最主流的，代表新一代光伏技术的 TOPCon组件和BC组件的户外实证情况。 "户外实测环境上包括风速、风向、环境温度、环境湿度，大气压、降雨量等，在同等条件下，测试组 件实时的电压、电流、功率、发电量以及组件的温度等。"银川基地系统运维主管汪建国对《证券日 报》记者表示，经过近一年的测试，在相同的条件下，对比平均单块直流累计发电量，隆基绿能科技股 份有限公司（以下简称"隆基绿能"）的TOPCon组件样品平均发电908kWh，而BC组件样品平均发电 965kWh，相比有近6.3%的增益提升。 "户外实证的核心意义在于通过真实环境数据验证技术性能，填补行业 ...

Core Viewpoint - The solar photovoltaic (PV) industry in China has become a leading global sector, with significant contributions from outdoor testing bases like the Yinchuan base, which supports technological advancements and market expansion [1][4]. Industry Overview - The Yinchuan outdoor testing base is the largest third-party facility in China, established in 2016, providing comprehensive technical services to over 300 PV companies [4]. - China's PV products have consistently exported over 200 billion yuan annually from 2021 to 2024, highlighting the industry's growth [1]. Technological Advancements - The rapid iteration of PV technology necessitates real-world testing, with the Yinchuan base serving as a critical platform for validating new technologies [2][4]. - The base has accumulated over 50 billion data points, aiding in research and standardization projects, and has published significant environmental monitoring reports [5]. Performance Testing - Recent tests showed that Longi Green Energy's TOPCon components generated an average of 908 kWh, while BC components produced 965 kWh, indicating a 6.3% performance improvement for BC technology [5]. - The outdoor testing environment measures various factors such as wind speed, temperature, and humidity to assess component performance under real conditions [5]. Competitive Advantages - Longi Green Energy's Hi-MOX10 "three-proof" components have received the first global certification for their unique features, focusing on fire prevention, shading resistance, and dust accumulation [6][10]. - The "three-proof" components demonstrated superior performance in scenarios with shading and dust, with a 48.87% increase in power generation compared to TOPCon components under specific conditions [8][9]. Market Position - Longi Green Energy maintains a leading position in the distributed PV market, with over 70% of its shipments consisting of "three-proof" components, emphasizing a strategy focused on differentiation and technological innovation [10]. - The company aims to shift the competitive landscape from price-based competition to one centered on technology and value, promoting high-quality development in the PV industry [10].

Core Viewpoint - The recent fire incidents linked to photovoltaic modules have raised significant concerns about their safety, prompting the industry to focus on the performance and reliability of these components in real-world conditions [1][3]. Group 1: Fire Safety and Component Testing - Multiple fire incidents in Jiangsu, Henan, and Zhejiang were traced back to photovoltaic modules, highlighting the urgent need for improved safety standards [1]. - A gathering of industry representatives took place at the CPVT testing center to evaluate the performance of Longi's newly certified "three-proof" modules under real-world conditions [3][6]. - The CPVT has established 12 outdoor testing bases across China to ensure that testing results accurately reflect the performance of components in various environmental scenarios [9]. Group 2: Performance Metrics of Three-Proof Components - Longi's three-proof components demonstrated a significant temperature difference compared to TOPCon components, with temperatures reaching 97.1°C for three-proof modules versus 169.1°C for TOPCon under the same conditions [13]. - The three-proof components showed a 6.3% increase in average power generation compared to BC components, indicating their superior efficiency [6]. - In scenarios with shading, three-proof components outperformed TOPCon modules, achieving a 50% increase in power generation under certain conditions [17][25]. Group 3: Market Response and Innovation - Despite a higher price point of 0.1 yuan per watt compared to mainstream products, the sales proportion of Longi's three-proof components has surged to over 70% in the distributed business segment, reflecting strong market demand [38]. - The successful testing and validation of three-proof components have established a new standard for safety and efficiency in the photovoltaic industry, moving beyond mere price competition [38].

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 Viewpoint - Longi Green Energy is actively evaluating the integration of photovoltaic and energy storage businesses to address the challenges of solar intermittency and to seize market opportunities [1] Group 1: Business Performance - By the third quarter of 2025, the company has shipped over 60 GW of solar modules, with approximately 70% being TOPCon modules and nearly 25% being BC modules [1] Group 2: Market Challenges and Opportunities - The current issue of grid absorption in China has become a key problem that needs to be addressed, and the combination of photovoltaic and energy storage is seen as an effective solution [1] - The company is focusing on assessing the integration of photovoltaic and energy storage to capitalize on market opportunities [1] Group 3: Operational Focus - The company does not currently engage in the specific operational business of silicon materials [1]

Core Insights - The company’s mainstream power range for BC modules is between 650-655W, while the mainstream power for TOPCon modules is approximately 630W [1] - The production capacity for BC modules is currently in a ramp-up phase, with an expected capacity of 50GW by the end of the year [1]