2月6日，TCL中环公告称，公司控股子公司Maxeon Solar Technologies,Ltd.的全资子公司Maxeon Solar Pte.Ltd.与爱旭股份已于近日签署《专利许可协议》，MSPL拟向爱旭股份授权其"背接触"太阳能电池及 组件相关的专利，授权其在全球范围内（美国地区除外）使用，授权期自协议签署之日起五年，许可费 用总计16.5亿元，按照协议约定分五年支付。 特别声明：以上内容仅代表作者本人的观点或立场，不代表新浪财经头条的观点或立场。如因作品内 容、版权或其他问题需要与新浪财经头条联系的，请于上述内容发布后的30天内进行。 来源：金综科技 ...

Core Viewpoint - Elon Musk is significantly influencing the Chinese A-share photovoltaic sector, with his comments on solar energy and its potential to provide substantial power, which has led to a surge in stock prices within the sector [2][3][4]. Group 1: Market Reaction - On January 23, 2026, following Musk's remarks at the World Economic Forum, 24 photovoltaic stocks in China hit their daily limit up, with the photovoltaic index rising by 7.46% [2]. - Two weeks later, Musk's interest in Chinese photovoltaic companies, including JinkoSolar and TCL Zhonghuan, further ignited stock price increases, with many stocks reaching their daily limit up again [3]. - The excitement surrounding Musk's "space photovoltaic" vision has injected new vitality into the previously stagnant A-share photovoltaic market [3][4]. Group 2: Industry Context - The photovoltaic industry is currently facing challenges, with nearly 70% of A-share photovoltaic companies reporting losses due to low prices in the supply chain [8]. - Despite some companies showing signs of recovery, the overall market sentiment remained negative, as indicated by a 4.10% decline in the Wind photovoltaic index during a week of earnings announcements [8]. - Musk's "space photovoltaic" concept has shifted the focus of the industry from terrestrial applications to potential space-based solutions, which could represent a new growth avenue for the sector [12]. Group 3: Future Prospects - Analysts predict that the "space photovoltaic" market could become a significant growth area, with estimates suggesting a market size of approximately 295 billion RMB by 2030, which is ten times the current scale [15]. - Musk's plans for deploying 100GW of solar power in space could potentially open up vast opportunities for new technologies and applications in the photovoltaic sector [15]. - However, the current competitive landscape and the need for immediate solutions to existing challenges in the industry remain pressing concerns [16].

Core Viewpoint - The patent dispute between Aiko Solar (爱旭股份) and Maxeon Solar has been resolved with the signing of a patent licensing agreement, marking the end of a two-year conflict in the BC battery technology sector [1][2]. Group 1: Patent Agreement Details - Aiko Solar will pay a total of RMB 1.65 billion in licensing fees over five years, with the first-year fee set at RMB 250 million [2]. - The agreement includes the withdrawal and termination of all existing patent lawsuits and related invalidation procedures between the two companies [2]. Group 2: Financial Implications - Aiko Solar forecasts a net profit loss of between RMB 1.2 billion to RMB 1.9 billion for the year 2025 [2]. - The company has implemented a patent fee structure of RMB 0.02 per watt, with expectations that if ABC component sales exceed 165 GW over five years, the average cost per watt will be below RMB 0.01 [2]. Group 3: Industry Context - The resolution of the patent dispute is expected to eliminate uncertainties that have previously affected Aiko Solar's overseas customers, potentially accelerating the global market expansion of ABC components [3]. - The solar industry is currently in an adjustment phase, with companies preferring settlements and licensing agreements to mitigate risks and ensure cash flow, rather than engaging in prolonged legal battles [3].

证券日报网讯 2月6日，TCL科技发布公告称，公司下属子公司TCL中环新能源科技股份有限公司（简 称"TCL中环"）控股子公司MaxeonSolarTechnologies，Ltd.（简称"Maxeon"）的全资子公司 MaxeonSolarPte.Ltd.（简称"MSPL"）与上海爱旭新能源股份有限公司（简称"爱旭股份"）于近日签署了 《专利许可协议》（简称"许可协议"），MSPL拟向爱旭股份授权其"背接触"太阳能电池及组件相关的 专利，授权其在全球范围内（美国地区除外）使用，授权期自协议签署之日起五年，许可费用总计人民 币165，000万元，按照协议约定分五年支付。该事项无需公司董事会和股东会审议。 （编辑 任世碧） ...

证券日报网讯2月6日，TCL中环（002129）在互动平台回答投资者提问时表示，公司持续探索光伏硅片 在转化率、衰减度、轻量化、高强度等方面的前沿技术。 ...

高效BC产品需求快速增长成为行业共识，本次交易有助于TCL中环协同产业链伙伴共建BC电池技术生 态，以差异化产品技术、优质知识产权助力行业破除"内卷式"竞争，推动行业健康有序发展；同时也有 助于TCL中环推动适度一体化战略，强化TCL中环在BC电池组件端的市场地位和竞争优势。 格隆汇2月6日丨TCL科技(000100.SZ)公布，公司下属子公司TCL中环新能源科技股份有限公司（简 称"TCL中环"）控股子公司Maxeon SolarTechnologies,Ltd.（简称"Maxeon"）的全资子公司Maxeon Solar Pte. Ltd.（简称"MSPL"）与上海爱旭新能源股份有限公司（简称"爱旭股份"）于近日签署了《专利许可 协议》（简称"许可协议"），MSPL拟向爱旭股份授权其"背接触"太阳能电池及组件相关的专利（简 称"BC专利"），授权其在全球范围内（美国地区除外）使用，授权期自协议签署之日起五年，许可费 用总计人民币16.5亿元，按照协议约定分五年支付。 ...

Core Viewpoint - TCL Zhonghuan announced that its subsidiary Maxeon Solar Technologies, Ltd. has signed a patent licensing agreement with Shanghai Aiko Solar Energy Co., Ltd. for the "back contact" solar cell and module patents, with a total licensing fee of RMB 1.65 billion over five years [1] Group 1 - Maxeon Solar Pte. Ltd. will grant a license for its patents related to "back contact" solar cells and modules to Shanghai Aiko Solar Energy Co., Ltd. [1] - The licensing agreement is effective from the date of signing and will last for five years [1] - The total licensing fee is RMB 1.65 billion, which will be paid in five annual installments [1]

证券代码：002129 证券简称：TCL 中环 公告编号：2026-008 TCL 中环新能源科技股份有限公司 关于子公司签订专利许可协议的自愿性公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 1、公司名称：上海爱旭新能源股份有限公司 2、统一社会信用代码：91310000132269407T 3、注册资本：211,724.9923 万元人民币 4、公司住所：上海市浦东新区秋月路 26 号 4 幢 201-1 室 5、公司性质：其他股份有限公司（上市） 6、法定代表人：陈刚 7、成立时间：1996 年 8 月 12 日 三、许可协议主要内容 一、交易概述 TCL 中环新能源科技股份有限公司（以下简称"公司"或"TCL 中环"）控股子公司 Maxeon Solar Technologies,Ltd.（以下简称"Maxeon"）的全资子公司 Maxeon Solar Pte. Ltd. （以下简称"MSPL"）与上海爱旭新能源股份有限公司（以下简称"爱旭股份"）已于近日 签署了《专利许可协议》（以下简称"许可协议"），MSPL 拟向爱旭股份授权其"背接触" ...

Macro & Industry - China has banned the use of hidden door handles in vehicles, requiring mechanical door handles for all car doors except the tailgate, effective from January 1, 2027 [1] - NAND flash prices are expected to rise by over 40% in Q1 2026 due to reduced consumer-grade production and increased demand from AI servers [1] - The VAT rate for basic telecom services will increase from 6% to 9% starting January 1, 2026, impacting the revenue and profits of major telecom operators [2] Company News - Meituan announced the acquisition of Dingdong Maicai's China business for approximately 7.17 billion USD (about 49.75 billion RMB), enhancing its service offerings [4] - NIO is projected to achieve its first quarterly adjusted operating profit between 700 million RMB and 1.2 billion RMB in Q4 2025, marking a significant milestone in its 11-year history [4] - SpaceX has confirmed the acquisition of xAI, aiming to integrate AI with its existing technologies to create a highly ambitious innovation engine [8]

Core Insights - The silicon wafer prices are under pressure, with significant declines observed in various types of wafers, indicating a weak market demand [1][2] - The overall operating rates in the industry have slightly decreased, reflecting reduced production levels among major companies [1][2] Price Trends - N-type G10L monocrystalline silicon wafers (182*183.75mm/130μm) have an average transaction price of 1.20 yuan per piece, down 4.76% week-on-week [1][3] - N-type G12R monocrystalline silicon wafers (182*210mm/130μm) have an average price of 1.26 yuan per piece, down 4.55% week-on-week [1][3] - N-type G12 monocrystalline silicon wafers (210*210mm/130μm) have an average price of 1.45 yuan per piece, down 4.61% week-on-week [1][3] Market Conditions - The downstream demand remains weak, leading to a significant reduction in silicon wafer procurement [1][2] - The overall industry operating rate has been slightly adjusted, with major companies operating at rates of 50% and 46%, while integrated companies maintain rates between 50%-68% [1][2] Future Outlook - Short-term demand for silicon wafers is expected to remain weak, with a projected monthly production decrease of about 5% due to reduced battery cell production [2] - Post-holiday, as rigid orders from downstream gradually release, the supply-demand relationship for silicon wafers may gradually improve, potentially providing some market support [2]