About the green certificate! The National Energy Administration replied; Aixu's profit increased by 119.6%; Tongwei signed a polysilicon business contract of 43.96 million yuan

2023-08-04 15:01:58

About the green certificate! The National Energy Administration replied; Aixu's profit increased by 119.6%; Tongwei signed a polysilicon business contract of 43.96 million yuan; 26 GW! Jinko plans to build a silicon wafer diamond wire slicing project in Jiangxi; CITIC Bo plans to raise 1.15129 million yuan to increase the number of photovoltaic projects; Shenergy 2023 Annual Centralized Framework Procurement Tender Announcement for Photovoltaic Modules

< Today's Highlights >

1.  About the green certificate! The answer of the National Energy Administration is coming!

The Notice provides for the issuance of green certificates and expands the scope of issuance to include all registered renewable energy power generation projects. The issuance of tradable green certificates for different types of wind power, solar power, biomass power generation and other projects can be used as power consumption certificates or transferred between enterprises and users. There are different provisions for conventional hydropower projects. Issuing information mainly depends on the data provided by power grid enterprises and power trading institutions, while self-use and other situations are provided by power generation enterprises or project owners. At present, the full coverage of green certificates is limited to power generation projects, and when conditions are ripe, non-electric renewable energy will be included.

2. Revenue rose slightly! Double your profits! Aixu's profit increased by 119.6%

on August 4, and Aixu released its performance report for half a year in 2023. In the first half of 2023, the company's total operating income was 16.480 billion yuan, an increase of 3.09% over 15.985 billion yuan in the same period last year; the net profit attributable to shareholders of listed companies was 1.309 billion yuan, an increase of 119.60% over 596 million yuan in the same period last year; Net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 1.268 billion yuan, an increase of 128.66% over the same period of 555 million yuan last year.

3.  Tongwei signed a polysilicon business contract

of 43.96 million yuan on August 4. Harbin Boshi Automation Co., Ltd. announced that its wholly-owned subsidiary Boshi (Suzhou) Intelligent Technology Co., Ltd. had signed a business contract with Inner Mongolia Tongwei Silicon Energy Co., Ltd. with a contract value of 43.96 million yuan. The contract object is polysilicon automatic packaging machine (including embedded software), and the delivery date is January 14, 2024.

< Project Progress >

1. 26GW! The announcement of Jingke's plan to build a silicon wafer diamond wire slicing project

in Jiangxi shows that Jingke Energy intends to build a silicon wafer diamond wire slicing project with an annual output of 26 GW in Shangrao, with a total investment of 163685 million yuan and an area of 238901 0.08 square meters. The publicity period is from August 2, 2023 to August 8, 2023 (5 working days).

2. CITIC Bo intends to raise 1.15129 million yuan, and the additional photovoltaic project

has been accepted by the Shanghai Stock Exchange:

3.1G W! Shenneng's 2023 tender

announcement for centralized framework procurement of photovoltaic modules shows that Shenneng intends to purchase centralized framework procurement of P-type monocrystalline single-sided single-glass, P-type monocrystalline double-sided double-glass and N-type photovoltaic modules, with an estimated total capacity of 1GW. As required by the Bidder, its products shall pass the certification of one of CGC, CQC, TUV and VDE. The contract performance of the bidder from January 1, 2022 to June 30, 2023 shall not be less than 3GW, subject to the time of contract signing, and the bidder shall provide relevant certificates of sales performance (contract cover, contract signature page, supply scope page). Bid closing/opening time: 13:00 on August 24, 2023.

All can be viewed after purchase
Correlation

GCL made a profit of over 5.5 billion yuan in the first half of the year, and the cost of Leshan granular silicon was close to 35 yuan/kg; the net profit of Jingao Technology increased by 182.85%; the net profit of Aixu shares doubled.

2023-08-31 16:12:08

Guangxi opened the photovoltaic glass project in the whole province; the cash flow of Hongyuan Green Energy dropped by 94.16%; the net profit of Beijing Express dropped by 85.7%; the half-year revenue of the silicon industry leader was 34.897 billion, and the inventory was 1.197 billion!

2023-08-30 15:41:39

Otway in the first half of the year: net profit increased by 74.76%; Yijing Optoelectronics: net profit increased by more than 11 times; Riyu Photovoltaic completed over 100 million yuan A round of financing!

2023-08-28 15:48:21

The net loss of Rainbow New Energy in the first half of the year was 147 million; the net profit of PV film leader in the first half of the year decreased by 16.31%; the net profit of Sunshine Power in the first half of the year increased by 383.55%; GCL Integration won the large order of 1.1GW modules in India.

2023-08-25 14:48:31

National Energy Administration: 18.74GW of new PV installed capacity was added in July 2023; Haibo Sichuang and Ningde Times reached strategic cooperation, involving energy storage and other fields

2023-08-18 14:58:46

Silicon material rises 5 times in a row! N-type 7 consecutive rises; six ministries and commissions jointly take action! Retired Wind and Solar Equipment Recycling Policy Released Heavily; A-share Now Ten Billion Female Rich Photovoltaic "Second Generation" Gradually Appears

2023-08-17 16:00:50

The value of exploration rights of the two major lithium mines has increased by more than 1,000 times; six Chinese optical storage enterprises are listed on the list of new unicorns in the world.

2023-08-14 15:40:20

Ningde's two litigation-related patents were ruled invalid; the first provincial-level virtual power plant management center was established in Hainan; several central enterprises issued anti-counterfeiting statements; registered 500 million! State Power Investment Corporation once again lays out photovoltaic companies

2023-08-10 16:05:01

Raise 1.14 billion yuan! Aoteweigangjia Photovoltaic Equipment Manufacturing; Vice President of Oujing Technology Resigned; Sunshine Power Supply May Have a Net Increase of 400% in the First Half of the Year

2023-08-08 15:36:21

About the green certificate! The National Energy Administration replied; Aixu's profit increased by 119.6%; Tongwei signed a polysilicon business contract of 43.96 million yuan; 26 GW! Jinko plans to build a silicon wafer diamond wire slicing project in Jiangxi; CITIC Bo plans to raise 1.15129 million yuan to increase the number of photovoltaic projects; Shenergy 2023 Annual Centralized Framework Procurement Tender Announcement for Photovoltaic Modules

2023-08-04 15:01:58