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紫气东来涨涨涨
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紫气东来涨涨涨
紫气东来涨涨涨
·
05-25
天天发，股价天天跌，都快退市了
光伏行业“寒冬”之下，“硅王”朱共山再谋变
时隔三年，光伏龙头协鑫科技再次战略转型。5月20日，协鑫科技微信公众号发文称，公司从单一颗粒硅业务拓展为“硅基+锂基+碳基”的产业生态。这是协鑫科技实控人朱共山继2023年宣布全面退出棒状硅、聚焦颗粒硅主业后的又一场业务大调整。但不同的是，三年前的转型本质上是对光伏硅料技术路线的押注，而这一次则是协鑫科技在光伏低谷期的业务谋变。
光伏行业“寒冬”之下，“硅王”朱共山再谋变
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紫气东来涨涨涨
紫气东来涨涨涨
·
05-18
说再多股价不涨都是忽悠
协鑫科技(03800)拟实施全面深度的战略转型升级 向“全球化多产品新能源材料平台”实现跨越式转型
战略核心目标为：从“颗粒硅单项冠军”向“全球化多产品新能源材料平台”实现跨越式转型。公司确立以“硅、锂、碳”为核心，延伸至新能源前沿材料的多元产品矩阵，实施“一体两翼”与国际化产业扩张战略，致力于打造覆盖上游资源整合、先进材料制造、行业标准制定及前瞻科技闭环的高价值产业链，以全球领先的新能源材料解决方案，赋能下游客户实现技术迭代与绿色转型。
协鑫科技(03800)拟实施全面深度的战略转型升级 向“全球化多产品新能源材料平台”实现跨越式转型
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紫气东来涨涨涨
紫气东来涨涨涨
·
2025-10-30
$协鑫新能源(00451)$
啥时候退市
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紫气东来涨涨涨
紫气东来涨涨涨
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2025-10-30
$车市科技(01490)$
啥时候退市
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紫气东来涨涨涨
紫气东来涨涨涨
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2025-10-30
$威发国际(00765)$
啥时候退市
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紫气东来涨涨涨
紫气东来涨涨涨
·
2025-08-12
$协鑫新能源(00451)$
🗑️
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紫气东来涨涨涨
紫气东来涨涨涨
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2025-08-12
$威发国际(00765)$
🗑️
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紫气东来涨涨涨
紫气东来涨涨涨
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2024-10-31
$协鑫科技(03800)$
加油👏
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紫气东来涨涨涨
紫气东来涨涨涨
·
2024-10-25
$协鑫科技(03800)$
加油加油，帮我解套
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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n光伏行业“寒冬”之下，“硅王”朱共山再谋变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 19:24 北京时间 <a href=http://finance.eastmoney.com/a/202605213745382888.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>时隔三年，光伏龙头协鑫科技再次战略转型。 5月20日，协鑫科技微信公众号发文称，公司从单一颗粒硅业务拓展为“硅基+锂基+碳基”的产业生态。 这是协鑫科技实控人朱共山继2023年宣布全面退出棒状硅、聚焦颗粒硅主业后的又一场业务大调整。但不同的是，三年前的转型本质上是对光伏硅料技术路线的押注，而这一次则是协鑫科技在光伏低谷期的业务谋变。 光伏行业的发展逻辑已经从“规模狂奔”向“价值优先”转变。...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605213745382888.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1169":"半导体设备","BK1610":"ETF&股票定投概念","BK1594":"碳中和概念股","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK1554":"光伏太阳能股","03800":"协鑫科技"},"source_url":"http://finance.eastmoney.com/a/202605213745382888.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637338955","content_text":"时隔三年，光伏龙头协鑫科技再次战略转型。 5月20日，协鑫科技微信公众号发文称，公司从单一颗粒硅业务拓展为“硅基+锂基+碳基”的产业生态。 这是协鑫科技实控人朱共山继2023年宣布全面退出棒状硅、聚焦颗粒硅主业后的又一场业务大调整。但不同的是，三年前的转型本质上是对光伏硅料技术路线的押注，而这一次则是协鑫科技在光伏低谷期的业务谋变。 光伏行业的发展逻辑已经从“规模狂奔”向“价值优先”转变。针对此次业务调整，协鑫科技相关人士告诉21世纪经济报道记者：“在光伏行业深度调整期，单纯依赖单一产品布局，企业很难实现可持续高质量发展，此次战略转型是我们主动应对行业‘寒冬’、抢抓储能爆发机遇的战略抉择。” 而21世纪经济报道记者注意到，今年以来，多家光伏龙头企业已经宣布开辟第二增长曲线，并且将储能视作下一个“战场”。 不止于“硅王” 因把协鑫科技打造成中国光伏多晶硅领域的头部企业，朱共山被业内冠之以“硅王”的称号。 然而，光伏行业已经进入深度调整阶段，深度分化与动态整合同时上演。朱共山对此断言：“光伏已进入‘后硅基时代’。” 21世纪经济报道记者注意到，朱共山对协鑫科技的战略重塑早有端倪。2025年6月，他在SNEC光伏展上表示，光伏行业将从“硅基独大”演变为硅锂碳互促、多材料协同的局面。 “三者技术互补、性能集成，推动长时储能在五年后全面商业化，大型电站光储配比提升至10:7左右，光储市场大幅扩容。再加上超导电网全球能源互联、AI精准预测与瞬时调度，为构建以风光为主的新型电力系统提供核心支撑。”朱共山认为。 朱共山彼时对于产业趋势的判断，与如今协鑫科技业务转型形成呼应。 据21世纪经济报道记者了解，在硅基业务上，协鑫科技将继续以颗粒硅、钙钛矿作为核心硅基材料进行布局；在锂基业务上，该公司将磷酸铁锂视作一大增长引擎，目前已经建成20万吨磷酸铁锂产能并进入生产调试阶段，产品已经通过国内主流动力与储能领域链主企业的认证；在碳基业务上，该公司对徐州及乐山基地的部分FBR颗粒硅产能实施技术改造与装置复用，通过化学气相沉积（CVD）实现多孔碳的均匀沉积与包覆，以期加速新一代硅碳负极在高端动力电池、消费电子及低空经济等高能量密度应用场景的市场渗透与份额提升。 过去三年，光伏行业大幅扩产导致供需严重错配，硅料、组件等核心产品价格持续探底。受此影响，光伏企业遭遇亏损。根据21世纪经济报道记者统计，今年一季度109家A股光伏公司合计实现营业收入2714.26亿元，较去年同期减少约40亿元；半数以上公司亏损，行业整体的盈利能力尚未完全恢复。 “单一行业、单一产品的抗周期波动的能力已经明显不足。”一位光伏企业人士对21世纪经济报道记者表示。 如何摆脱亏损状态，是协鑫科技当前最现实的需求。财报显示，协鑫科技2025年净亏损超过28亿元。今年一季度，该公司经调整的光伏材料业务息税折旧摊销前利润约5.64亿元，较去年同期有所增长。 但需指出的是，当前颗粒硅价格处于低位。中国有色金属工业协会硅业分会数据显示，5月20日N型颗粒硅成交均价为3.43万元/吨，较今年初降幅约38.53%。这意味着短时间内，协鑫科技的颗粒硅业务仍然面临压力。 “协鑫科技未来将不再作为光伏材料公司进行估值。”朱共山在今年3月举行的业绩说明会上强调，光伏业务在协鑫科技中的占比未来将降至30%，公司业务会涵盖颗粒硅、钙钛矿、正极负极材料，“东方不亮西方亮，不再走单一产业路线。” 光伏龙头纷纷下场 “公司依托硅基领域的技术和产能积淀向储能相关材料领域延伸，既能分散行业周期风险，也能精准对接储能市场需求。”协鑫科技相关人士向21世纪经济报道记者进一步解释了公司战略转型的原因。 通过布局磷酸铁锂材料制造，协鑫科技切入储能赛道。 目前磷酸铁锂主流制备工艺为磷酸铁固相法，而协鑫科技选择的物理铁红法工艺市场份额并不大。不过，物理铁红法因具备流程极简、低能耗、零排放的绿色制造属性，具有成本优势，也获得市场认可。此外，国联民生证券发布的研报指出，从行业层面看，面向800V快充、高端储能等场景的高压实磷酸铁锂材料，由于技术壁垒高、量产难度大，行业整体供不应求。 事实上，像协鑫科技这般的光伏龙头企业将储能视作第二业务增长曲线的情况，如今并不少见。根据21世纪经济报道记者不完全统计，2025年以来，隆基绿能、晶澳科技、天合光能、晶科能源等头部光伏企业均已拥抱储能赛道。 5月20日，晶澳科技储能业务宣布换帅，任命王君生为晶澳储能公司总裁。而对于此番人事变动，晶澳科技创始人靳保芳之女、晶澳储能公司董事长靳军辉则表示：“储能不仅是晶澳光伏板块的延伸，更是晶澳面向全球能源转型打造第二增长曲线、构建未来竞争力的核心战略方向。” 在2025年年报中，晶澳科技公布了其储能业务的进展：截至2025年末，公司储能业务已初步覆盖欧洲、中东、非洲等全球重点区域，完成了从业务孵化到初步商业化落地的关键转变。 相较于其他光伏龙头企业，晶澳科技的储能业务进展稍显落后。隆基绿能通过收购精控能源布局储能领域，2026年目标出货量为6GWh。隆基绿能董事长钟宝申在4月30日举行的业绩电话会上表示，公司今年储能业务的重要市场包括中国、欧洲、澳洲和美国，部分市场已经落地的标杆性项目获得当地客户的认可。 天合光能2025年储能出货量已经超过8GWh，并将今年的出货目标定为15-16GWh。在近日举行的一场公开活动中，天合光能董事长高纪凡表示公司正在向高价值创新方向持续突破，其中便包括构网型储能的全球推广。 晶科能源2025年储能系统交付量为5.2GWh，今年一季度则是交付1.42GWh，毛利率环比大幅改善。在业绩说明会上，该公司管理层明确表示，2026年晶科能源继续深化光储协同，全年储能系统出货同比实现翻倍以上的增长目标。 中关村储能产业技术联盟（CNESA）发布的《储能产业研究白皮书2026》预计，2024年至2035年全球电池储能累计装机容量将激增8至17倍，全球新能源动力与储能市场有望迈入太瓦时（TWh）时代。 而巨大的市场机遇之下，储能将成为包括光伏龙头在内企业“厮杀”的新战场。（文章来源：21世纪经济报道）","news_type":1,"symbols_score_info":{"03800":1.5}},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565475256705152,"gmtCreate":1779089893148,"gmtModify":1779091593711,"author":{"id":"3553228952408962","authorId":"3553228952408962","name":"紫气东来涨涨涨","avatar":"https://static.tigerbbs.com/cfcddbea821f8e2234c39cdbd3972bad","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553228952408962","idStr":"3553228952408962"},"themes":[],"title":"","htmlText":"说再多股价不涨都是忽悠","listText":"说再多股价不涨都是忽悠","text":"说再多股价不涨都是忽悠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565475256705152","repostId":"2636209400","repostType":2,"repost":{"id":"2636209400","kind":"news","pubTimestamp":1779015452,"share":"https://www.laohu8.com/m/news/2636209400?lang=zh_CN&edition=full","pubTime":"2026-05-17 18:57","market":"sh","language":"zh","title":"协鑫科技(03800)拟实施全面深度的战略转型升级 向“全球化多产品新能源材料平台”实现跨越式转型","url":"https://stock-news.laohu8.com/highlight/detail?id=2636209400","media":"智通财经","summary":"战略核心目标为：从“颗粒硅单项冠军”向“全球化多产品新能源材料平台”实现跨越式转型。公司确立以“硅、锂、碳”为核心，延伸至新能源前沿材料的多元产品矩阵，实施“一体两翼”与国际化产业扩张战略，致力于打造覆盖上游资源整合、先进材料制造、行业标准制定及前瞻科技闭环的高价值产业链，以全球领先的新能源材料解决方案，赋能下游客户实现技术迭代与绿色转型。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/03800\">协鑫科技</a>(03800)发布公告，经过二十年产业深耕和持续科技研发投入，集团已构建起以硅烷流化床法(FBR)颗粒硅和新一代钙钛矿为核心的技术、产品和市场优势。面对全球新能源动力与储能市场迈入太瓦时(TWh)时代带来的结构性机遇，以及光伏行业的深度周期调整，单一行业、单一产品的抗周期波动性已显不足。公司依托在硅基材料领域积累的工程化迭代体系、高纯提纯技术及专业材料人才等系统性能力，已具备向锂电及前沿材料领域进行战略性延伸的成熟条件，公司决定实施全面、深度的战略转型升级。</p><p>战略核心目标为：从“颗粒硅单项冠军”向“全球化多产品新能源材料平台”实现跨越式转型。公司确立以“硅、锂、碳”为核心，延伸至新能源前沿材料的多元产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>，实施“一体两翼”与国际化产业扩张战略，致力于打造覆盖上游资源整合、先进材料制造、行业标准制定及前瞻科技闭环的高价值产业链，以全球领先的新能源材料解决方案，赋能下游客户实现技术迭代与绿色转型。</p><p>业务实施路径包括(一)磷酸铁锂：以差异化工艺构筑增长引擎。(二)硅碳负极：以核心优势构建第二增长曲线。(三)国际化布局：推进海外产能与市场双落地。</p><p>上游资源闭环：针对战略性新兴产业的上游需求，公司正积极推进全球范围内锂、磷、钴、铁等核心矿产资源的整合与锁定，从源头实现材料成本可控与供应链安全自主。</p><p>本次《整体战略转型规划》标志着集团正式迈入材料多元化、高附加值、全球化发展的新阶段。公司将秉持“资源+科技+资本+产业=市场”的理念，以核心技术赋能产业升级，以卓越产品与服务成就客户价值，持续为股东创造穿越周期的卓越回报，为全球绿色能源转型贡献坚实力量。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>协鑫科技(03800)拟实施全面深度的战略转型升级 向“全球化多产品新能源材料平台”实现跨越式转型</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n协鑫科技(03800)拟实施全面深度的战略转型升级 向“全球化多产品新能源材料平台”实现跨越式转型\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-17 18:57 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1442635.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，协鑫科技(03800)发布公告，经过二十年产业深耕和持续科技研发投入，集团已构建起以硅烷流化床法(FBR)颗粒硅和新一代钙钛矿为核心的技术、产品和市场优势。面对全球新能源动力与储能市场迈入太瓦时(TWh)时代带来的结构性机遇，以及光伏行业的深度周期调整，单一行业、单一产品的抗周期波动性已显不足。公司依托在硅基材料领域积累的工程化迭代体系、高纯提纯技术及专业材料人才等系统性能力，已...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1442635.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","SG9999014674.SGD":"Nikko AM All China Equity A 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