< Today's Highlights & >
1. After three years of reunion, what in-depth cooperation will Tongwei and Tianhe sign (click on the title to see the full text)
? The reporter learned that Trina Solar, the leading photovoltaic company, and Tongwei announced the signing of a strategic cooperation agreement. It intends to play an ecological cooperation role in capacity planning, technology collaboration and product promotion through strategic cooperation. The scope of cooperation covers silicon materials, batteries, components, distributed components, etc., involving production capacity, technology and products.
2. Upstream price decline slowed down this week's photovoltaic supply chain price list (11.15)
On November 15, InfoLink, a consultancy, announced this week's photovoltaic supply chain price. The mainstream price range of silicon materials dropped slightly to 66-73 yuan per kilogram, the ring-to-ring decline continued to narrow, and the price is expected to be temporarily flat in the latter half of the year. The price of silicon wafers has approached the profit cost line of production enterprises, and it is expected that the space and extent of subsequent price decline will be very limited.
3. Maxeon Solar, a subsidiary of TCL Central, sued Aixu for patent infringement
on January 15, Reuters reported. A subsidiary of solar panel manufacturer Maxeon Solar Technologies has filed a patent infringement lawsuit against China's Shanghai Aixu Solar and its subsidiaries in a German court, accusing them of violating European patents on solar cells. Up to now, TCL Central has become the largest shareholder of Maxeon. Singapo
re-based Maxeon said on Wednesday that its proprietary base solar cell architecture for rear-contact or back-contact solar cells, called all-back-contact (ABC) solar cells, helps generate higher energy yields than conventional cells. "Maxeon expects Aiko and Memodo (Aiko's wholesalers) to respect the patent rights and immediately cease unauthorized use of the patented technology," Lindsey Wiedmann, Maxeon's chief legal and sustainability officer, said in a statement.
4. Focus! US Photovoltaic Tariff May Change Again!
According to foreign media reports, the United States International Trade Commission recently held a mid-term hearing on Section 201 of China's photovoltaic imports, and the United States International Trade Commission held a mid-term hearing on the imposition of tariffs on imported crystalline silicon solar cells and modules under Section 201. To discuss whether the latest round of import tariffs on solar photovoltaic products issued by President Biden in 2022 can achieve the original goal. At the meeting, First Solar and Suniva said the tariff policy was working and no changes were needed. The American Photovoltaic Industry Association (SEIA), Hanwha, Atlas, Silfab Solar and Heliene have called for a substantial increase in the tariff quota for imported batteries to 20GW.
< Project Progress
> 1.3.7 GW! Saudi Arabia Announces Solar Project Tender
The Saudi Power Purchasing Company (SPPC) has announced the tender requirements for four solar projects totaling 3.7 GW, as part of the Saudi Arabian government's fifth round of nationwide renewable energy tenders. The total capacity of these projects accounts for a quarter of the total tendered energy capacity, with the goal of producing 27.5G W of renewable energy by 2030.
, and Xinhua Hydropower Co., Ltd. The shortlisted enterprises are Sunshine Power Supply, Shangneng Electric, Hoping, TBEA, Keshida, Zhuzhou Converter, Jinlang, Kehua Digital Energy and Digital China (Shenzhen). On October 6, Xinhua Water Power released the announcement of centralized procurement of inverters in 2023, with a procurement capacity of 11 GW. Among them, the estimated purchasing capacity of distributed string inverter is 2G W; the estimated purchasing capacity of string inverter is 4GW; and the estimated purchasing capacity of centralized inverter booster machine is 5G W.
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