Reuters reported on July 23 that as the government is vigorously promoting localized manufacturing, resulting in insufficient supply of domestic solar cells, many Indian photovoltaic module companies have been forced to stop production or reduce production, and some companies have been waiting for domestic cells for up to eight months.

2026-07-23

In the future, the development logic and competition rules of the industry have begun to change, gradually shifting from "price war" to "value war", but essentially it is a hierarchical competition of technological innovation capability.

2026-07-23

Through classified disposal, 260 "zombie projects" which have been shelved for a long time and have not landed within the time limit will be cleaned up, so as to effectively revitalize the new energy construction indicators and standardize the management order of project filing.

2026-07-23

Old friends, the news of component price increase that everyone was spreading last week really failed. Not only did it not rise, but it continued to go down. Three manufacturers reduced the price of conventional products. In addition, four TOP10 manufacturers concentrated on releasing a large number of special components. The price was pressed to 0.65 to 0.67 yuan per watt, which poured cold water on the unoptimistic market.

2026-07-23

More than 20 years have passed. Looking back, from the "three heads outside" of that year to these bright figures: by the end of 2025, China's global production capacity of silicon materials accounted for 96%, silicon wafers 96.2%, cells 91.3%, and modules 80.1%. Today, China's photovoltaic industry has become the core engine of global energy transformation.

2026-07-23

The meeting demanded that all cadres and workers in Shanxi Operating Area should enhance their sense of responsibility and crisis, strengthen their confidence, work hard and strive for the first place, and make every effort to achieve the annual task objectives.

2026-07-23

According to the relevant work arrangements, from July 20, four quality inspection teams will be stationed in the relevant provinces one after another, focusing on the implementation of the decision-making and deployment of the Party Central Committee and the State Council on quality work, the implementation of quality responsibilities, and the formation of joint efforts of departments to deal with hidden dangers of quality problems.

2026-07-23

From January to June, the output of polysilicon in China was 538,000 tons, representing a year-on-year decrease of 9.8%; the output of silicon wafers was 293 GW, representing a year-on-year decrease of 7.3%; the output of solar cells was 260.7 GW, representing a year-on-year decrease of 21.9%; and the output of photovoltaic modules was 201.3 GW, representing a year-on-year decrease of 35.1%.

2026-07-23

On July 21, Ningde Times announced the signing of a 2 GWh Tianheng Sodium Energy Storage Cooperation Agreement with Solarpro, a leading company in the field of renewable energy in Eastern Europe.

2026-07-23

The rotary kiln, main motor and other main equipment of the new dry process cement production line of Guizhou Liupanshui Haolong Cement Co., Ltd. with a daily output of 4800 tons of clinker have been dismantled, and the conditions for clinker production capacity are no longer available, which is hereby announced.

2026-07-23

On July 21, Guizhou Energy Bureau released the approval and filing of wind power and photovoltaic power generation projects from April to June 2026, during which 47 projects were approved and filed.

2026-07-23

In 2030, the total installed capacity of renewable energy power generation will reach about 3.5 billion kilowatts, and the annual power generation will reach about 6 trillion kilowatt hours; the total installed capacity of wind power and solar power generation will reach more than 2.8 billion kilowatts, accounting for more than 50% of the total installed capacity, and the annual power generation will reach more than 4 trillion kilowatt hours, accounting for 30% of the total power generation.

2026-07-23

What is happening in the cement industry?

2026-07-23

On July 22, the National Energy Administration released the national electricity statistics from January to June.

2026-07-22

The total amount of repurchase funds is not less than 500 million yuan (including) and not more than 1 billion yuan (including).

2026-07-22

On July 17, the Wenling Branch of the Bureau of Ecology and Environment of Taizhou City, Zhejiang Province, issued an announcement on the acceptance of the EIA documents for the 60 MW Agricultural and Fishery Complementary Photovoltaic Power Generation Construction Project in Wugen Town, Wenling City, Zhejiang Province.

2026-07-22

Among them, the total installed capacity of photovoltaic projects is 550 MW, of which 5 projects are constructed by Guizhou Energy Group Power Investment Co., Ltd.

2026-07-22

Although the decline of conventional products has narrowed compared with the previous period, the price pressure has not been substantially alleviated.

2026-07-22

China Cement Network Project Link shows that the related projects of the new Nanchong-Guang'an Railway Project are being tendered. The total investment of the railway project is 19.715 billion yuan, which is expected to bring 1.3476 million tons of cement demand, 134,700 tons of steel demand, 2.9479 million cubic meters of concrete demand and 12.1286 million tons of sand and gravel demand.

2026-07-22

On the evening of July 20, Shanshan shares issued a notice that the three-year equity dispute was settled. The controlling shareholder of the company was formally changed to Wanwei Group, and the actual controller was transferred to Anhui SASAC. After the subsequent reorganization, Conch Group will become the indirect controlling shareholder.

2026-07-22