During the reporting period, affected by the drop in product prices and the impairment of inventories, the operating results of the Company's photovoltaic materials business suffered losses; the battery module business made up for the shortcomings in the product structure, and the quality, brand, market and other capabilities were improved. The Company's shipment of high-efficiency modules increased year-on-year and quarter-on-quarter, and the loss per watt narrowed.

2025-08-22

This week, the overall performance of the PV module market continued to be weak.

2025-08-22

On August 22, China Huaneng Group Co., Ltd. issued a framework agreement for the procurement of photovoltaic modules in 2025, and the tenderer is Huaneng Energy Transportation Industry Holding Co., Ltd. (Material Supply Center of China Huaneng Group Co., Ltd.). According to the tender announcement, the frame procurement tender is divided into four bid sections, which are divided according to the conversion efficiency of photovoltaic modules, of which the modules with conversion efficiency below 23.1% are purchased for 0.5G W; the modules with conversion efficiency between 23.1% and 23.8% are divided into two bid packages, purchasing 3GW; the modules with conversion efficiency of 23.8% and above are purchased for 2.5G W.

2025-08-22

On August 22, the official of China Photovoltaic Industry Association issued an initiative on "further strengthening industry self-discipline and jointly maintaining the order of photovoltaic market with fair competition and survival of the fittest". Enterprises in the photovoltaic industry are required to strictly abide by relevant laws and regulations, and resolutely resist vicious competition at prices below cost; power plant enterprises optimize bidding rules, reduce price weight, and improve technical evaluation weight.

2025-08-22

The Digital New Energy DataBM. Com was informed that on August 19, the construction of the first phase of the 100 MW photovoltaic hybrid power generation project in Muping was started. The project is located in Guanshui Town, Muping District, Yantai City, Shandong Province, with a total land area of about 3000 mu and a DC side installed capacity of 120MW 01284. This phase of the project will be connected to the 220kV Luneng step-up gathering station, and a 120MVA main transformer will be built synchronously, and finally the power transmission will be realized at 220kV voltage level.

2025-08-22

On August 21, Shijing Science and Technology issued an announcement on the resignation and appointment of the general manager of the company. The announcement said that the board of directors of the company recently received a written resignation report submitted by Mr. Dong Shihong, chairman and general manager of the company. In order to better perform the duties of the chairman and devote more energy to the company's strategic planning and standardized governance, Mr. Dong Shihong applied to resign from the position of general manager of the company. After his resignation, Mr. Dong Shihong will continue to serve as the chairman of the fourth board of directors, the chairman of the strategy and ESG committee and the member of the nomination committee of the company.

2025-08-22

From August 18 to 19, the bidding results and candidates for EPC general contracting of distributed photovoltaic green energy development project in Dejiang County, Tongren, Guizhou Province were announced.

2025-08-22

In the first half of this year, REC Silicon's revenue from continuing operations was US $41.2 million (approximately RMB296 million), representing a decrease of 47.38% year-on-year; EBITDA was US $0.2 million; and total operating loss was US $31.8 million (approximately RMB228 million), of which US $8 million was attributable to discontinued operations.

2025-08-22

Fengdu Calcium-based Industrial Park Phase I Project, with an annual output of 300,000 tons of high-activity green low-carbon lime products, adopts the most advanced Maerz kiln technology in the industry, which is another milestone project in the field of new materials of the Group. It is worth mentioning that the project took only 225 days from planning to completion, 105 days ahead of the industry average.

2025-08-22

On August 22, the National Cement Price Index (CEMPI) closed at 105.21 points, up 1.7% annually and down 8.47% year-on-year.

2025-08-22

Northwest cement market differentiation is obvious, Ningxia's tentative price increase is doubtful, Shaanxi continues to bottom out, Gansu's high inventory pressure limits the increase, Qinghai and Xinjiang are relatively stable, and the overall demand is weak and high inventory constraints.

2025-08-22

Cement in many places in Sichuan and Chongqing rose by 30 yuan/ton, and the off-peak production in Chongqing eased the inventory to support the price adjustment; the off-peak production in Yunnan and Guizhou lasted for 20-50 days, and part of the price adjustment was poorly implemented due to the weak demand in the rainy season.

2025-08-22

Cement prices in Guangdong and Guangxi markets are hovering at a low level, with a slight drop in some areas. Driven by the rising prices of raw materials and the rising prices in the surrounding markets, the implementation of the rising prices of cement in the two lakes markets is not good.

2025-08-22

Since the middle of the year, cement and clinker prices in Jiangsu, Zhejiang, Shanghai, Anhui, Shandong and other provinces have generally been notified to increase by 20-30 yuan/ton. The implementation of the price increase is still to be promoted, and the implementation range may be narrowed.

2025-08-22

The cement market in Northeast China is weak, and the price is stable and falling.

2025-08-22

Since August 22, the leading enterprises in Shijiazhuang, Xingtai and Handan have notified that the price of cement and clinker has been increased by 30 yuan/ton, and the implementation remains to be observed; the demand in Shanxi and Inner Mongolia continues to be weak and stable.

2025-08-22

The regional market demand in Yunnan and Guizhou continues to be depressed, and the imbalance between supply and demand is more prominent. The clinker production lines of some cement enterprises have been shut down for a long time, resulting in the continuous high inventory of raw materials. Despite the recent slight rise in cement prices in various regions, the overall pressure on the market has not changed, and the price of concrete market has remained stable. Based on the current market supply and demand pattern and cost transmission mechanism, it is expected that there will be a slight upward space for concrete prices in the later period.

2025-08-22

This week, the concrete market in Hunan and Hubei continued to be weak, with overall pressure on the demand side and limited price fluctuations. The release of concrete demand in Hubei was unstable, and the average daily shipment volume was slightly lower than that in the previous period; the high temperature in Hunan continued, the downstream construction efficiency was low, and the demand remained weak.

2025-08-22

From August 12 to 15, cement enterprises in Jiangsu, Zhejiang and Shanghai completed a new round of general increase: Suzhou, Wuxi and Changzhou took the lead in raising the high grade by 30 yuan/ton, followed by Shanghai, Hangzhou, Jiaxing, Huzhou and Shaoxing. However, due to the impact of high temperature and typhoon, the terminal demand is still weak, the shipment of concrete is hovering at a low level, and the implementation results are doubtful. If the acceptance of downstream projects is insufficient in the coming week, or the construction recovery after the typhoon is not as expected, the market will return to the open and dark stability, and the cost of concrete will be difficult to obtain substantial support.

2025-08-22

Since August 20, the Beijing-Tianjin-Hebei region has started 15 days of environmental protection control simultaneously, that is, the cement clinker kiln has been shut down, and the mixing station and construction site have been partially shut down. Supply and demand contracted synchronously, and the mainstream quotations of cement and concrete maintained a weak and stable level in the early stage, with no short-term upward and downward momentum. At present, cement enterprises in Beijing, Tianjin and Hebei intend to push up the prices of clinker and cement, but the specific follow-up trend will not be clear until the end of the kiln shutdown and the restart of demand.

2025-08-22