< Today's Highlights & >
1. The bidding price of PV modules is approaching the 1 yuan mark, causing worries about the profit of the whole industry chain (click the title to view the full text).
The PV industry is experiencing a price drop, and the module price has fallen below the important psychological threshold of 1 yuan/W. The transaction price of silicon materials declined, but the price of chemical grade industrial silicon gradually stabilized. The price differentiation of batteries is significant, while the price of components continues to decline, and the price of first-line manufacturers is close to 1 yuan/W. Industry observers believe that price fluctuations are related to increased production capacity and market demand. Major enterprises such as Longji Green Energy and Jingke Energy maintain profitability through technological advantages and cost control, and it is expected that industry prices and profits will be differentiated, especially between leading enterprises and other enterprises, domestic and foreign production capacity. The exact time for the industry to return to normal levels is still uncertain.
2. Yunnan will improve the time-of-use electricity price policy
from next year. Recently, the Yunnan Development and Reform Commission issued the Notice on Further Improving the Time-of-use Electricity Price Policy. The province will implement the improved time-of-use electricity price policy.
The peak period is from 9:00 to 12:00 and from 17:00 to 22:00; the average period is from 7:00 to 9:00, from 12:00 to 17:00 and from 22:00 to 23:00; and the valley period is from 23:00 to 7:00 of the next day. The electricity price ratio of peak period, normal period and valley period is 1.5: 1: 0.5 , that is, the electricity price of normal period is the benchmark price, and the electricity price of peak period is 50% higher than that of normal period. During the valley period, the electricity price will drop by 50% . The implementation time of peak electricity price is from 10:30 to 11:30 and from 17:30 to 18:30 every day in January, March, April and December every year, totaling 2 hours.
3. Wind power giants change "business cards"!
Wind power giant Mingyang Intelligence announced on November 16 that the company has completed the filing procedures of the Articles of Association and obtained the Business License renewed by Zhongshan Market Supervision and Administration Bureau. After this industrial and commercial change, the basic registered name of the company is "Mingyang Intelligent Energy Group Co., Ltd.". According to the previous announcement of the company in August, the company's business management scope adds photovoltaic equipment and components manufacturing, photovoltaic equipment and components sales, solar power generation technology services and other photovoltaic content, which has previously proposed the integrated layout of the two wings of scenery.
4. Hydrogen battery leading companies have been sold off, how to solve the current industry dilemma?
Global hydrogen fuel cell leader Prager Energy released its third quarter results in 2023, with revenue growth of 5.4%, net loss expansion of 65.5%, and Q4 performance pressure is enormous. Faced with such results, Prager was sold by investors, and its share price plunged 40.5%. Prager Energy's experience reflects the challenges facing the development of the hydrogen energy industry.
< Project Progress >
1. Total investment: 10 billion! On the morning
of November 16, the commencement ceremony of the 10GWh zinc-bromine liquid flow energy storage project was held in Suyu District, Suqian City, Jiangsu Province. Deputy Secretary of the Municipal Party Committee and Mayor Liu Hao attended and announced the commencement of the project. A total of 10 projects have been launched, with a total planned investment of 27 billion yuan, covering new materials, new energy, food and beverage, high-end manufacturing and other industries. Among them, the total investment of zinc-bromine liquid flow energy storage battery project is 10 billion yuan, which can produce 10g Wh zinc-bromine liquid flow energy storage battery annually.
2. Linyuan 4GWh Energy Storage Project Starts! On the morning
of November 16, Xiangshui County, Yancheng City, Jiangsu Province, held a high-quality development project start-up activity. A total of six projects have been launched with a total investment of 2.1 billion yuan, involving new energy, new materials, automotive parts, agricultural production and other fields.
Among them, Linyuan 4GWh system integration and energy storage battery manufacturing project also started synchronously on the same day. It is reported that the project was invested and constructed by Linyuan Holding Group Co., Ltd. with a total investment of 1.2 billion yuan, using 40000 square meters of No.3 and No.4 workshops in Xiangsheng Industrial Park, which will be constructed in two phases. The first phase is to build a 1GWh all-vanadium flow energy storage battery automatic stack production line, and the second phase is to build a 1GWh all-vanadium flow energy storage battery automatic stack production line, which can produce 4GWh energy storage batteries annually.
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