< Today's Highlights >
1. Silicon Wafer Rebound, Module Fell to 1.1 yuan/W, Battery Rise Difficult to Continue … List of recent PV industry chain quotations (click the title to view the full text)
On August 9, Silicon Branch, TCL Central and infolink successively announced the prices of silicon materials, silicon wafers and PV supply chain this week. Not surprisingly, the price of silicon materials continued to rise slightly this week, with data released by the Silicon Branch showing that the transaction price of N-type materials rose by 3.48% annually. TCL Zhonghuan raised the company's silicon wafer price twice in half a month; at the same time, infolink data showed that the domestic P-type 182mm cell price was also improving, maintaining a 1.4% increase for two consecutive weeks. However, component prices have been falling for more than three months since the beginning of May, and there has been no sign of stability so far.
of China-Guangzhou Nuclear Power Corporation, and the successful candidates for the inverter framework collection of China-Guangzhou Nuclear Power Corporation from 2023 to 2024 were announced. They are Digital China (Shenzhen) Co., Ltd., Shangneng Electric and Sunshine Power Supply.
. Changyuan Power Co., Ltd. of the State Energy Group plans to issue shares to specific targets, but it is uncertain whether it will be approved by the Shenzhen Stock Exchange and the China Securities Regulatory Commission. The amount raised is not more than 3 billion yuan, mainly for photovoltaic projects and liquidity. Among them, about 2 billion 523 million yuan will be invested in ten photovoltaic projects, including the new energy base in Hanchuan. The remaining 477 million yuan is used to supplement liquidity.
< Project Progress >
with an annual output of 300,000 tons. On August 9, the people's government of Tumote Right Banner in Baotou City released a photovoltaic glass production project with an annual output of 300,000 tons. The information released shows that the total investment of the project is 2 billion yuan, and all the funds will be raised by the enterprise itself.
2. China Nengjian won the 172MW photovoltaic project contract
in the Philippines. It is understood that on August 10, the consortium formed by China Nengjian International Group and China Nengjian Guangdong Institute signed the EPC general contract for the 172 MW photovoltaic project in Olongapo, Philippines with ABOITIZ Group. The project mainly includes the design, procurement, construction, testing and commissioning of a ground photovoltaic plant with a total capacity of about 172 MW. After the completion of the project, it will be connected to Castillejos 500kV substation 16 kilometers away through 230kV transmission line.
3. Baotou 120,000 quartz crucible project is about to start construction
on August 7, Baotou Municipal Development and Reform Commission approved the energy conservation assessment review of Baotou Zhuoyu Technology Co., Ltd. 'S 120,000 quartz crucible project. The total investment of the 120,000 high-purity quartz crucibles project approved this time is 150 million yuan, covering an area of 15890 square meters and a building area of 15300 square meters. The project is divided into two phases of construction, of which the first phase is to purchase and install six melting furnaces and supporting production lines, while supporting the construction of water supply, power supply, living and office facilities.