Core Insights - The China Meteorological Administration released the "2025 China Wind and Solar Resource Annual Report," indicating a normal wind resource year and a slightly below-average solar resource year for 2025 [1] Wind Energy Resources - The average annual wind speed at 100 meters is approximately 4.8 meters per second, while at 140 meters it is about 5.1 meters per second, with regions like North China, Northeast, and Northwest having speeds exceeding 6.0 meters per second, indicating rich wind energy resources [1] - Offshore areas show even higher potential, with average wind speeds of 7.8 meters per second at 100 meters and 8.0 meters per second at 140 meters [1] Solar Energy Resources - The total annual solar radiation is projected to be 1495.7 kilowatt-hours per square meter, which is 25.1 kilowatt-hours per square meter lower than the average of the past 30 years, categorizing it as a below-average year for solar resources [1] - The Tibetan Plateau, western Inner Mongolia, and eastern Xinjiang are identified as the richest solar resource areas, with radiation exceeding 1750 kilowatt-hours per square meter [2] Innovations in Data and Assessment - The report features innovative foundational data, utilizing high-precision monitoring datasets developed by meteorological departments, which surpasses the accuracy of foreign products [3] - The assessment aligns with current trends in the renewable energy sector, focusing on wind turbine hub heights of around 140 meters and providing detailed solar resource evaluations for photovoltaic systems [3] Enhanced Resource Analysis - The report includes a comprehensive analysis of offshore wind resources and specific assessments for large-scale renewable energy bases, aiding in planning and operational decisions [4]

Global Research ab 26 January 2026 First Read China Solar Industry A journey to space: more upside expected for space-based solar Substantial market size potential Driven by reusable carrier rocket technology improvement, we expect meaningful cost reduction for satellite launching could trigger rapid growth of satellite volume and unit power, boosting demand for space-based solar. Meanwhile, surging AIDC power demand could also drive the transition to space-based AIDC, further unlocking upside for solar in ...

Core Insights - The China Meteorological Administration released the "2025 China Wind and Solar Resource Annual Report," which includes new features such as offshore wind resource analysis and assessments for large renewable energy bases [1][4] Group 1: Wind Energy Insights - The report indicates that the national wind energy resources for 2025 are expected to be normal, with average wind speeds of approximately 4.8 m/s at 100 meters and 5.1 m/s at 140 meters [2] - Certain regions, including North China, Northeast, and Northwest, as well as most of the Tibetan Plateau, have average wind speeds exceeding 6.0 m/s, indicating rich wind energy resources [2] - Offshore areas show even higher average wind speeds of about 7.8 m/s at 100 meters and 8.0 m/s at 140 meters, highlighting significant potential for wind power generation [2] Group 2: Solar Energy Insights - The report states that the overall solar energy resources for 2025 are expected to be slightly below average, with a total horizontal solar radiation of 1495.7 kWh/m², which is 25.1 kWh/m² lower than the average over the past 30 years [2] - Regions such as most of the Tibetan Plateau, western Inner Mongolia, and eastern Xinjiang have solar radiation levels exceeding 1750 kWh/m², marking them as the richest solar resource areas in China [2] - Most areas in China, except for the Sichuan Basin, are classified as having "rich" or "very rich" solar resources, which is favorable for solar power generation [2] Group 3: Report Characteristics - The report features three main characteristics: innovative foundational data, content alignment with current industry trends, and enriched scenario-based assessments [3][4] - The foundational data used for the wind and solar resource assessments is based on high-precision monitoring datasets developed by meteorological departments, which are superior to similar foreign products [3] - The report has removed outdated data related to 70-meter height assessments and included analyses for 140-meter heights to better support the evolving wind power industry [3] - It also includes quarterly resource analyses to reflect the temporal variations in wind and solar energy [3] Group 4: Practical Applications - The report serves as a critical component of the China Meteorological Administration's wind and solar resource monitoring and assessment operations, receiving attention from energy authorities, power companies, and research institutions [4] - Energy authorities utilize the report as foundational data for national renewable energy generation statistics, while power companies apply it for site planning and generation estimates [4] - The meteorological department aims to enhance the integration of energy meteorological data and technological innovation to support the "dual carbon" strategy and ensure national energy security [4]

据国家能源局统计，近四年，风光新增规模连续突破1亿、2亿、3亿、4亿千瓦关口。其中，2022年新增 1.2亿千瓦，2023年新增2.9亿千瓦，2024年新增3.6亿千瓦，2025年新增4.3亿千瓦，增量规模呈现阶梯式 上升。 全国能源工作会议强调，2026年，持续提高新能源供给比重，全年新增风电、太阳能发电装机2亿千瓦 以上，有序推进重大水电项目，积极安全有序发展核电，加强化石能源清洁高效利用。组织开展"人工 智能+"能源融合试点和"人工智能+"能源标准化提升行动，扎实推进智能电网重大专项等能源重大技术 装备攻关，前瞻布局氢能、核能等未来能源产业。 （来源：经济参考报） 国家能源局1月28日发布的2025年全国电力统计数据显示，截至2025年底，全国累计发电装机容量38.9 亿千瓦，同比增长16.1%。其中，风电、太阳能发电装机累计并网装机首次超过18亿千瓦，达到18.4亿 千瓦，相当于约82个三峡电站的总装机，占比达到47.3%。 具体来看，风电装机容量6.4亿千瓦，同比增长22.9%；太阳能发电装机容量12.0亿千瓦，同比增长 35.4%。2025年，风电、太阳能发电装机历史性超过火电，截至12月底，已超 ...

Group 1 - The core viewpoint of the article highlights that solar stocks in the U.S. experienced a majority increase on January 28, with notable gains in specific companies [1] Group 2 - Nextpower saw a significant rise of nearly 15% [1] - First Solar increased by nearly 4% [1] - Sunrun experienced an increase of over 3% [1]

（原标题：Moro Hub将在沃尔桑建设太阳能绿色数据中心） 据阿拉伯贸易网1月24日报道，迪拜水电局（DEWA）宣布，其子公司Moro Hub将于今年在沃尔桑 启动太阳能绿色数据中心一期建设，规划容量超过100兆瓦，占地约6.6万平方米。这将成为Moro Hub第 四座绿色数据中心，定位为面向未来的可持续数字解决方案枢纽，进一步巩固迪拜在绿色数字基础设施 和AI适配型数据中心领域的领先地位。 ...

Core Viewpoint - The company, Yamaton (002623.SZ), is supplying solar tile glass and energy storage door products to North American customers and has received new orders for traditional photovoltaic glass this year [1] Group 1 - The company is actively engaging in the North American market with its solar tile glass and energy storage door products [1] - There are new orders for traditional photovoltaic glass, indicating growth in the company's product offerings [1]

Core Viewpoint - The company, Yamaton (002623.SZ), has recently engaged in discussions with specific stakeholders, indicating its intention to supply solar tile glass and energy storage products to North American clients, along with new traditional photovoltaic glass orders for this year [1]. Group 1 - The company is supplying solar tile glass and energy storage products to North American customers [1] - The company has secured additional traditional photovoltaic glass orders for the current year [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000591 证券简称：太阳能 公告编号：2026-07 债券代码：127108 债券简称：太能转债 债券代码：149812 债券简称：22太阳G1 债券代码：148296 债券简称：23太阳GK02 中节能太阳能股份有限公司 关于2025年度装机容量及发电量完成情况的公告 2025年1月1日至2025年12月31日，公司累计完成发电量83.71亿千瓦时，同比增加20.17%。 上述数据为公司内部初步统计结果，可能与公司后期披露的定期报告存在差异，最终以公司披露的定期 报告为准，提醒投资者不宜以此数据简单推算公司业绩，并注意投资风险。 特此公告。 中节能太阳能股份有限公司 董 事 会 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 为便于广大投资者了解公司运营情况，现将中节能太阳能股份有限公司（以下简称公司）2025年度装机 容量及发电量完成情况公告如下： 一、公司装机容量情况 经初步统计，2025年1月1日至2025年12月31日，公司新增运营、开工、取得备案的项目容量，及占2024 年度总装机容量 ...

Core Insights - The space energy system, particularly gallium arsenide (GaAs) solar cells, is becoming a key competitive track in the commercial aerospace industry, with GaAs solar cells dominating the market due to their superior performance [1][3] Performance and Technology - GaAs is recognized as a second-generation semiconductor with high electron mobility, allowing for better matching with the solar spectrum and lower energy loss compared to traditional silicon-based cells [3] - The efficiency of GaAs solar cells has seen significant improvements, with three-junction cells achieving a conversion efficiency of 30% in 2014, increasing to 31.5% in 2017, and further advancements leading to efficiencies of 34.5% for four-junction and five-junction cells by 2025 [3][4] Cost Challenges - Despite their high efficiency, GaAs solar cells are significantly more expensive than silicon cells, primarily due to the scarcity of raw materials like germanium and gallium, and the complex manufacturing processes involved [4] - The production of GaAs solar cells involves numerous intricate steps, including precise control during crystal growth and advanced processing techniques like photolithography and etching [4] Innovations and Alternatives - The industry is exploring flexible solar cell technology to reduce the size and weight of solar wings on spacecraft, which can lower launch costs; flexible three-junction GaAs cells have achieved efficiencies exceeding 33% [5] - There is ongoing research into perovskite solar cells, which hold promise for high theoretical efficiency and lower costs, although challenges in mass production stability remain [5] Market Potential - The commercial aerospace sector is projected to drive significant growth in the space solar cell market, with sales expected to exceed $605 million by 2025 and reach $1.02 billion by 2032, reflecting a compound annual growth rate of 7.9% [6] - Increased demand from the aerospace industry has led to a surge in inquiries for production capacity, with the company having acquired over 120 MOCVD devices, indicating a strong scale cost advantage [6] Industry Position - The company is a key player in the GaAs solar cell market, supplying multiple domestic and international clients, with international sales currently surpassing domestic sales [6] - Another significant supplier in the field, 电科蓝天, is set to launch on the Sci-Tech Innovation Board, with a projected domestic market coverage of over 50% for its aerospace power products in 2024 [7]