< Today's Highlights & >
1. Silicon materials rose 5 times in a row! N-type 7 consecutive rise! (Click the title to view the full text)
On the 16th, the Silicon Branch released the latest price of silicon materials this week, which is the fifth collective price increase of various types of silicon materials and the seventh price increase of N-type materials since the rebound of silicon material prices.
On August 17, the National Development and Reform Commission issued the Guiding Opinions of the National Development and Reform Commission and Other Departments on Promoting the Recycling of Retired Wind Power and Photovoltaic Equipment, pointing out that by 2025, the responsibility mechanism for the disposal of retired equipment in centralized wind farms and photovoltaic power stations will be basically established. The relevant standards and specifications for the recycling of retired wind power and photovoltaic equipment have been further improved , and breakthroughs have been made in key technologies for the recycling of resources. By 2030, the whole process recycling technology system of wind power and photovoltaic equipment will be basically mature, the mode of resource recycling will be more sound, the capacity of resource recycling will be effectively matched with the scale of decommissioning, the standards and norms will be more perfect, and the level of resource recycling in wind power and photovoltaic industry will be significantly improved. A number of retired wind power and photovoltaic equipment recycling industrial agglomeration areas will be formed.
According to the announcement of Jingao Science and Technology on the evening of August 16, Jin Baofang, the actual controller of the company, and his wife. A total of 24% of Jingtaifu's equity was transferred to Jin Junhui, his eldest daughter, and Jingtaifu was the controlling shareholder of Jingao Technology. At present, Jin Junhui and Jin Junmiao sisters have held 49% of the shares of the controlling shareholders of Jingao Science and Technology. Both of them (or their spouses) are members of the board of directors of listed companies. The trend of their joint takeover of Jingao Science and Technology is coming out. Before that, Liu Shuqi of Tongwei, Gao Haichun of Trina Solar, Ruan Zeyun of Follett and others have moved to the power center one after another.
4. 17-fold by 2026! On August 15,
2023, the American Solar Energy Industry Association (SEIA) released a new analysis report, saying that since the passage of the Inflation Reduction Act (IRA) a year ago. Solar and energy storage companies in the United States have announced more than $100 billion (729.7 billion yuan) in private sector investment. The report points out that the solar and energy storage manufacturing industry in the United States is developing rapidly, with 51 solar manufacturing plants announced or expanded in the past year. By 2026, when the announced plants are operational, U.S. capacity in modules, cells, wafers, ingots and inverters is expected to be more than 17 times its current capacity, enough to supply most of the solar projects expected to be built in the United States.
The two companies cooperated in the research of photovoltaic film
Changhong Gaoke on August 16, announcing that the company and Panjin Shengteng intend to sign the Cooperation Agreement on the Establishment of a Joint Venture Company. RMB225 million and RMB275 million were subscribed in cash with self-owned funds or self-raised funds respectively, and the corresponding company and Panjin Shengteng held 45% and 55% of the equity of the joint venture company respectively, with a total contribution of RMB500 million. This cooperation is to jointly develop modified alternative materials for photovoltaic POE film and its production process, as well as hydrogenated nitrile rubber and its production process.
< Project Progress
> 1.50GW! Trina Solar Monocrystalline Silicon Wafer Project Starts! On the morning
of August 16, the foundation laying ceremony of Trina Solar's annual production of 50GW monocrystalline silicon wafers was held in Huai'an, Jiangsu Province. Trina Solar Huai'an Base Project has a total investment of 20 billion yuan. After the project is completed and put into operation, it is expected to achieve an annual output value of about 80 billion yuan and a tax payment of more than 1.5 billion yuan. It will become Trina Solar's largest integrated manufacturing base for silicon wafer battery components.
On August 17, Huamin announced that Honghui New Energy, a holding subsidiary of the company, had recently signed the Framework Contract for the Purchase and Sale of Monocrystalline Silicon Wafers with Anhui Huasheng New Energy Technology Co., Ltd. The contract stipulates that from November 2023 to November 2026, Huasheng New Energy and its related parties plan to purchase a total of 15GW of monocrystalline silicon wafers for heterojunction batteries from Honghui New Energy, with an annual purchase volume of about 5GW. The actual sales price is determined by both parties through monthly negotiation.
. On August 15, the Hong Kong Stock Exchange of CGN New Energy announced that the company's preliminary statistics. In July 2023, the Company and its subsidiaries completed 1749.4 GWh of power generation on a consolidated basis, representing an increase of 6.5% as compared with the same period in 2022. Among them, China's wind power projects increased by 38%, China's solar energy projects increased by 4.1%, China's cogeneration and gas projects increased by 5.5%, China's hydropower projects decreased by 62.6% and Korea's projects decreased by 14.4%.
浙公网安备33010802003254号