[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

On October 15, Beijing Xinzhaoneng 450MW Distributed Photovoltaic Power Generation Project EPC General Contracting Project issued a tender announcement, the tenderer is Beijing Xinzhaoneng Energy Technology Co., Ltd.

2025-10-16 17:02:02

According to industry data, more than 30 senior executives of state-owned energy enterprises have been investigated this year.

2025-10-14 17:38:57

The bidding announcement shows that the 300 MW photovoltaic project in Guyuan County has a total installed capacity of 300000 kilowatts, and the project category is photovoltaic power generation. The selected units selected through competitive allocation are investment enterprises.

2025-10-13 15:28:06

From October 9 to 12, the "SNEC 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition" opened in Shanghai Pudong Kerry Hotel and Shanghai New International Expo Center.

2025-10-11 13:33:50

Digital New Energy DataBM. Com learned that on October 9, the rural household distributed photovoltaic power generation project in Pingbian County, Honghe Hani and Yi Autonomous Prefecture, Yunnan Province, issued a secondary flow announcement for the preferred investment and development subject.

2025-10-11 10:00:34

Domestic concrete price statistics in September showed that the national concrete price fell by 1.18% annually and 18.44% year-on-year. Prices in most regions have changed to varying degrees, with some regions changing by 0. The ring change is more significant in Hunan, with a decline of 4.07%; the ring change is relatively small in Fujian, with an increase of 0.15%. On a year-on-year basis, the decline in Shaanxi was relatively large, reaching 35.00%, while there was no change in Guizhou. Overall, domestic concrete prices showed a downward trend in September.

2025-10-09 09:01:43

On September 28, the e-commerce platform of China Huadian Group issued a tender announcement for PC general contracting of photovoltaic power generation project of Shougang Group Mining Co., Ltd. and the tenderer was Huadian (Qian'an) New Energy Co., Ltd.

2025-10-07 23:38:14

On September 28, the tender announcement for the general contracting (EPC) of the MW agricultural-photovoltaic complementary photovoltaic power generation project of Yunhe Yegaoping 39.6 in Lishui, Zhejiang was issued.

2025-10-07 15:03:52

On September 28, Fuyang Ronglian Photovoltaic Technology Co., Ltd. was filed for bankruptcy by Qiao Gang, a natural person, to the People's Court of Yingquan District, Fuyang City, Anhui Province, with the case number of (2025) Anhui 1204 Poshen No.7.

2025-09-30 15:05:53

On September 28, the Development and Reform Bureau of Kongtong District, Pingliang City, Gansu Province, announced that it had decided to cancel the investment qualification of the 100MW photovoltaic power generation project in Xiamen Township of the State Power Investment Group Aluminum and Electricity Investment Co., Ltd.

2025-09-30 09:11:49

Digital New Energy DataBM. Com has learned that the administrator of Beijing Wanyuan Industrial Co., Ltd. will auction 49% of Inner Mongolia Datang Wanyuan New Energy Co., Ltd. held by Beijing Wanyuan Industrial Co., Ltd. through the litigation asset platform at 10 o'clock on October 6.

2025-09-29 16:52:08

Digital New Energy DataBM. Com has learned that the administrator of Datang Jianshan Tianshuo Arukhorqin Banner New Energy Co., Ltd. will publicly auction assets such as machinery and equipment (photovoltaic power generation equipment), electronic equipment, low-value consumables and raw materials under the name of the company on Taobao Online Judicial Auction Platform at 10 o'clock on September 29.

2025-09-28 17:48:01

This is the third time that China's new photovoltaic installed capacity has declined since May this year.

2025-09-26 11:19:25

"SNEC ES + 11th (2025) International Energy Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition" and "SNEC H2 + 9th (2025) International Hydrogen Energy and Fuel Cell Technology and Equipment and Application (Shanghai) Conference and Exhibition" (referred to as "SNEC The 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition will be held in Shanghai Pudong Kerry Hotel (1388 Huamu Road, Pudong New Area) and Shanghai New International Expo Center (2345 Longyang Road, Pudong New Area) from October 9 to 12, 2025.

2025-09-25 10:26:30

These things happened in the cement industry today!

2025-09-23 18:01:06

What is happening in the cement industry?

2025-09-21 07:01:13

Jingke Energy lowered its quotation by 0.01-0.03 yuan/W

2025-09-17 15:49:01

On September 17, the 2025 World Energy Storage Conference was held in Ningde. Zeng Yuqun pointed out that China has the most complete and advanced energy storage industry chain in the world and is the largest energy storage market. Last year, the installed capacity of new energy storage exceeded 100 million kilowatt-hours. However, the industry is facing challenges, such as security risks, fierce price competition, false product parameters, technology homogenization, disorderly expansion and so on. He believes that the high-quality development of industry should adhere to the bottom line of safety, build an empirical and credible market environment, strengthen the protection of intellectual property rights, encourage innovation, and the Ningde era has also made many practices.

2025-09-17 13:19:15

On September 12, Guoneng e issued a tender announcement for the EPC general contracting project of Ganluo Phase II Photovoltaic Power Generation Project of Dadu River Company. The tenderer is Guoneng Dadu River New Energy Ganluo Co., Ltd.

2025-09-16 17:44:25

Digital New Energy DataBM. Com has learned that the 100% equity transfer of Fuma (Guangzhou) Photovoltaic Power Generation Co., Ltd. has been pre-listed on September 11, 2025, and the transfer base price has not yet been announced, and the information will be disclosed until October 15.

2025-09-15 17:55:29

On September 12, the announcement of the termination of the general contract for the 5700 kilowatt distributed photovoltaic project of Kashgar yuanfang International Logistics Port in Xinjiang was issued. The reason for termination was that the project was terminated due to the change in the amount of investment in the project.

2025-09-15 17:52:03

In August, industrial solar power increased by 15.9%, and the growth rate slowed down by 12.8 percentage points compared with July. Solar power generation from January to August was 386.7 billion kWh, up 23.4% year-on-year.

2025-09-15 14:36:40

The fire broke out around 4 A. M. and took several hours to extinguish.

2025-09-15 09:02:47

Recently, according to the statistics of Shanghai Concrete Industry Association, Shanghai's concrete output in September was 4.3063 million cubic meters, up 2.1% month-on-month and down 3.0% year-on-year. From January to September, the total output was 35.802 million square meters, with a year-on-year decrease of 14.6%.