DBM Weekly Review: Huadian Project Shows "Floor Price"! 10GW for calibration, 9GW for bidding, and collective volume of PV modules collected by central enterprises

According to the incomplete statistics of digital new energy DataBM. Com, the capacity of photovoltaic module collection and bidding and entry projects announced in two weeks (10.17-10.30) is about 10.24 GW, which is 264.7% higher than that of the previous period (10.3-10.16) 2.81 GW; At the same time, the total amount of bidding projects for centralized procurement of photovoltaic modules was about 8.87 GW, an increase of 34.4% compared with 6.60 GW in the previous period.

Photovoltaic Listed Company "Family Infighting" Ends, Daughter Withdraws from Actual Controller

On October 29, Tuori Xinneng announced that Chen Chen transferred 28.6% of the shares of Shenzhen Aoxin Investment Development Co., Ltd. (Hereinafter referred to as "Aoxin Investment"), the controlling shareholder of the listed company, to his father Chen Wukui, and 25% of the shares of Aoxin Investment to his mother Li Fenli.

Three years of loss, the first four years of profits! Photovoltaic Leading Sale of Subsidiary Equity or Blood Return?

On October 31, Shennan Power A announced that the company signed the Equity Acquisition Intention Agreement with Trina Solar Energy (Changzhou) Technology Co., Ltd. It intends to purchase no less than 51% and no more than 70% of the shares of Tianhe Pioneer Photovoltaic Bracket (Jiangsu Changzhou) Co., Ltd. (Hereinafter referred to as "Tianhe Tracking") held by Changzhou Tianhe Solar Energy by paying cash.

DBM video: 719 million yuan! Hit the Shenzhen Stock Exchange, World War II Hong Kong Stock IPO are fruitless! Zhongrun Solar Energy Intends to Become the Owner of * ST Billion Crystal

On November 1, * ST Yijing announced the adjustment of the pre-restructuring investment arrangement. The original small investor, Zhongrun Solar Energy, intends to invest 719 million yuan to become the main investor, and will adjust the capital contribution of Ningbo Ruilian, the original main investor, to 100 million yuan after the restructuring of the holding company, and subsequently intends to act in concert with Zhongrun Solar Energy.

On October 30, Sunshine Power released a report for the third quarter of 2026. In the first three quarters, it achieved a revenue of 48.863 billion yuan, down 26.41% year-on-year, and a net profit of 6.599 billion yuan, down 44.46% year-on-year.

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Enterprise Name
Project Status
Production Time
Address
Design Unit
Capacity(t/d)
四川省绵竹澳东水泥有限责任公司
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四川省德阳市绵竹市拱星镇工业园区
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四川省绵竹澳东水泥有限责任公司
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四川省德阳市绵竹市拱星镇工业园区
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宜昌联宜化工有限公司
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湖北省宜昌市枝江市姚家港化工园
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台泥(英德)水泥有限公司
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广东省英德市英城镇观音山
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台泥(英德)水泥有限公司
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广东省英德市英城镇观音山
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