[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

According to data released by the National Bureau of Statistics on September 15, industrial added value above the scale increased by 5.2% in August 2026, 0.7 percentage points faster than last month. Among them, the output of photovoltaic cells in August was 67.02 million kilowatts, down 12.9% year-on-year; the output of photovoltaic cells from January to August this year was 505.9 million kilowatts, down 14.6% year-on-year.

2026-09-15 10:37:36

When will spring come? In the long and silent winter, we can only work hard to manage the enterprise and replace the answer with practical work. But this silence has been broken recently.

2026-09-14 17:50:10

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01

Seven manufacturers, including Jingke Energy, Trina Solar Energy, Jingao Technology, Atlas, Dongfang Risheng, Yingli Energy and Runma Solar Energy, raised their component quotations by 0.01-0.03 yuan/W.

2026-08-12 17:50:55

On July 29, Longji Green Energy released the pre-approval announcement of the environmental impact assessment of the new crystalline silicon-perovskite tandem solar cell technology and equipment industrialization project and the new high-efficiency back contact (BC) cell technology and equipment project of Xixian New Area Branch.

2026-08-12 16:36:35

It is worth noting that the meeting not only formed a consensus on self-discipline among enterprises, but also put forward a series of supporting disciplinary measures and suggestions:

2026-08-07 14:24:19

On July 30, the Hunan Development and Reform Commission held the second comprehensive roadshow of major projects in the province in 2026. Among them, Yanhe Intelligent Perovskite New Material Production Line Project was unveiled.

2026-08-06 09:07:52

On September 15, according to the information of the State Intellectual Property Office, Huaxin Building Materials Group Co., Ltd. applied for a patent entitled "Modified phosphogypsum activated red mud-based foam concrete and its preparation method".