[DBM Weekly Report] Components approaching 0.8 yuan/W! Longji Hand in Hand "Cement Mao", Heterojunction Rookie Alarm … Weekly Hotspot Express

2023-12-11 11:32:17

The hot spots of the week are all here.

This week, many major events have taken place in photovoltaic enterprises. Longji Green Energy and Conch Group, one of the world's top 500 cement companies, have joined forces to create a "1 + N" cooperation paradigm; Baichuan Changyin reported to the police and accused the company , the price of silicon material and silicon wafer was refreshed to a new low.."

One、 Weekly Hotspot List [click title to view original article]

1.

, Baichuan Changyin reported the case to Songjiang Branch of Shanghai Public Security Bureau. Zhou Dangui, a manager of Baichuan Future New Energy Technology (Shanghai) Co., Ltd. and Baichuan Future Photovoltaic Technology (Shanghai) Co., Ltd. , a holding subsidiary of the company, and his spouse Ma Yujun were suspected of embezzlement. After examination by Songjiang Branch, it is considered that it meets the conditions for filing a criminal case and has been filed in accordance with the provisions of Article 112 of the Criminal Procedure Law of the People’s Republic of China. At present, the above incidents are still in the investigation stage.

In addition, directors Yao Peiwu and Hou Yinglan also applied to resign from their positions as directors due to job changes.

4.

9.5 , the son of Lou Yuegen , the director and general manager , to perform the duties of the chairman until the board of directors elects the chairman.

In addition, Hangzhou Xingshuaier Electrical Appliances Co., Ltd. has just crossed the border into the photovoltaic field in 2021, and its 2G W photovoltaic module project will soon be put into operation.

6. 2. Weekly Market

Price This week, the component price set a new low!"! According to InfoLink data, the transaction price of 182 mm monocrystalline single-sided PERC modules has reached 1 yuan/W, and the price of newly signed orders is close to 0.92 yuan/W-0.93 yuan/W, even a small amount of 0.

Upstream silicon materials and wafers are also having a hard time. According to December 7, the average price of polysilicon cauliflower announced by the Silicon Branch has fallen below the bottom line of 60000 to 5. In the latest transaction price of silicon wafers announced by the Silicon Branch on December 8, the average transaction price of P-type M10 monocrystalline silicon wafers has dropped to 2.14 yuan per wafer . The month-on-month fluctuation is -5.

[For details, please click: the stock price falls collectively, the internal and external difficulties, and the photovoltaic industry continues to fall. When will it end? Weixin. QQ. Com/s? 4-12.10) The total amount of the project exceeds 18 billion yuan .".

Among them, Anhui has won two new photovoltaic projects, namely , the 10 billion high-efficiency heterojunction photovoltaic cell production base project of Quanwei Science and Technology and the 12 GW high-efficiency photovoltaic cell production project of Zhonghuan Holdings ; Guizhou has newly settled in the project of 20g W monocrystalline silicon rods, 20g W photovoltaic slices, 500000 tons of recycled aluminium and 300000 tons of aluminium processing of Qiya Group .

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Correlation

What is happening in the cement industry?

2026-10-26 07:02:02

This week, a total of 6 enterprises adjusted their prices, of which 3 manufacturers partially increased their prices and 4 manufacturers partially lowered their prices.

2026-10-23 15:39:47

Ningde Times responded to market concerns: in 2027, the global demand for power batteries and energy storage still has growth potential, the capacity utilization rate is healthy, and the supply chain support measures affect cash flow in the short term but are conducive to long-term sustainable development.

2026-10-21 15:07:33

On October 16, the official website of the Management Committee of Yangzhou Economic and Technological Development Zone of Jiangsu Province announced the approval opinions on the EIA documents of "Jingao Yangzhou R & D No.1 Solar Cell Technology Research and Development Project" and "Jingao Yangzhou Base Battery Technology Renovation Project".

2026-10-19 17:09:21

A total of 6 manufacturers on the component side lowered their quotations by 0.01-0.03 yuan/W.

2026-10-16 16:07:59

At the same time, the BC technical transformation project is also being carried out.

2026-10-15 17:37:22

On October 10, the Ecological Environment Bureau of Leshan City, Sichuan Province, issued a public announcement on the approval of the ecological environment impact assessment document of Yongxiang New Energy High Purity Silicon Pilot Project.

2026-10-14 14:18:12

Shanghai Customs took the initiative to guide the obligee to apply for the record of customs protection of intellectual property rights and general guarantee, simplify the guarantee procedures one by one, so as to simplify the rights protection process and lower the cost. Brand technical specialist were invited to explain the latest counterfeiting methods and identification skills to the front-line customs inspectors at the port, so as to help them train their "golden eyes" to identify the risk of infringement.

2026-10-10 14:30:22

Here is the domestic concrete price statistics in September, the overall national concrete price ring ratio is -0.70%, year-on-year is -6.05%, covering the price changes in all regions from the end of August to the end of September, the region with a large ring ratio change is Shanghai, the corresponding ring ratio is -3.28%, the region with a small ring ratio change is more than one, and some regions are 0.00%. Prices have not changed from the previous month.

2026-10-08 09:25:08

What is happening in the cement industry?

2026-10-07 07:02:03

What is happening in the cement industry?

2026-10-05 07:07:03

What is happening in the cement industry?

2026-09-27 07:02:02

Unconditionally approve the acquisition of Lihao Qingneng shares by Tongwei shares in accordance with the law. Despite the high total share of both parties in the solar-grade polysilicon market, the General Administration believes that the current market has sufficient capacity and more competitors, and the entities will still face effective competition constraints after centralization, and the transaction will not have the effect of excluding and restricting competition in the relevant market.

2026-09-25 11:44:53

According to the data from January to July, the newly installed photovoltaic capacity in August was 11.04 GW, which was 21.59% lower than that in July, and was also lower than that in June (14.36 GW), which was 50% higher than that in August 2025.

2026-09-24 14:15:53

In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.

2026-09-24 09:56:00

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

A leader in the field of "computing power" has entered the energy storage industry, and the springboard for its market application is liquid cooling and heating management technology.

2026-09-18 16:37:13

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

Recently, the Department of Ecology and Environment of Jiangsu Province announced the list of key emission units in the national carbon emission trading market in Jiangsu Province in 2027. A total of 262 subjects were included in the control, of which 14 were selected from the cement sub-industry, distributed in Nanjing, Wuxi, Xuzhou, Changzhou, Yancheng and Zhenjiang, including Nanjing Zhonglian Cement, Jiangsu Xinning New Building Materials, China Cement Plant, etc. The announcement of the list means that the relevant cement enterprises will be included in the quota management and performance scope of the national carbon market in 2027.