National Energy Administration: 18.74GW of new PV installed capacity was added in July 2023; Haibo Sichuang and Ningde Times reached strategic cooperation, involving energy storage and other fields

2023-08-18 14:58:46

National Energy Administration: 18.74GW of new PV installed capacity was added in July 2023; Haibo Sichuang and Ningde Times reached strategic cooperation, involving energy storage and other fields

< Today's Highlights & >

1. National Energy Administration (NEA): In July 2023, the newly installed photovoltaic capacity increased by 18.74 GW (click the title to view the full text)

. On August 17, the NEA released the statistical data of the national power industry from January to July. By the end of July, the total installed capacity of power generation in China was about 2.74 billion kilowatts, up 11.5% year-on-year. Among them, the installed capacity of solar power generation was about 490 million kilowatts, with a year-on-year increase of 42.9%; the installed capacity of wind power was about 390 million kilowatts, with a year-on-year increase of 14.3%. Combined with previously published data, in July 2023, China added 18.74 million kilowatts of solar power installed capacity.

2. 50GWh! Haibo Sichuang and Ningde Times reached strategic cooperation, involving energy storage and other fields

. On August 17, Haibo Sichuang and Ningde Times signed a strategic cooperation agreement. The two sides reached in-depth cooperation on promoting energy storage, optical storage and charging, intelligent manufacturing and other fields. It is planned that the total amount of battery products purchased in the next three years will not be less than 50GWh.

3. Involving photovoltaics! 10 billion yuan! Xinjiang has a big move! On the evening of August

13, Tianfu Energy announced that the company received a notice from Tianfu Group, the controlling shareholder, on the same day, and was informed that according to the "Approval of the Corps Office on the Establishment of Zhongxinjian Electric Power Group Co., Ltd." Tianfu Group signed the Framework Agreement on Asset Restructuring and Investment in the Establishment of a New Company with the State-owned Assets Commission of the Sinkiang Production and Construction Corps and the Seventh Division of the Sinkiang Production and Construction Corps. The above three companies jointly reorganized a new company named "Zhongxinjian Power Group" with a registered capital of 10 billion yuan.

4. After the net profit rose 201.27%, the company's core technical staff left!

On August 17, the company announced that Qiu Jian , the core technician of the company, had recently applied for resignation for personal reasons and had completed the resignation formalities. After the resignation of Mr. Qiu Jian, the company will employ him as a technical consultant of the company. In the evening of August 7, the company disclosed its semi-annual report that in the first half of the year, the company realized business income of 2.521 billion yuan, an increase of 88.8% over the previous year, and net profit of 714 million yuan, an increase of 201.27% over the previous year.

< Project Progress >

1. Total investment: 10 billion! The 10GW TOPCon battery project is officially put into production! In addition,

on August 16, the first TOPCon cell of Xinrui Optoelectronics "10GW High-efficiency N-type TOPCon Cell Project" invested by Xinlinfei Group was successfully offline, and the project was officially put into operation. It is reported that the total investment of the project is 10 billion yuan, covering an area of 436 mu, building a plant of about 170000 square meters, investing more than 3 billion yuan in equipment, and building a new high-efficiency photovoltaic cell production workshop with an annual output of 12 GW, of which 10 GW is the most mainstream TOPCon battery at home and abroad. 2GW is a HJT battery with great potential.

2. On the morning

of August 17, the signing ceremony of the 7th China-South Asia Expo and the 27th China Kunming Import and Export Commodity Fair was held at the Dianchi International Convention and Exhibition Center in Kunming. At the signing ceremony, Qujing Jingkai District signed four projects with a total investment of 11.069 billion yuan. Among them, there are 2 silicon photovoltaic industry projects and 2 new energy battery projects.

3.

On August 18, Tianshun Wind Energy (Suzhou) Co., Ltd. and Puyang County People's Government signed the Strategic Cooperation Agreement on Hydrogen Production by Electrolysis and Hydrogenation Equipment Manufacturing Project in Puyang, Henan Province. Yan Junxu, Chairman of Tianshun Wind Energy Group, and Li Jizhong, Secretary of the Party and Labor Committee of Puyang Advanced Manufacturing Development Zone, signed an agreement on behalf of both sides that Tianshun Wind Energy will build the first "Wind Energy-Energy-Hydrogen Energy Full Chain New Energy Equipment Industrial Park" in Henan Province in Puyang City.

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Correlation

GCL made a profit of over 5.5 billion yuan in the first half of the year, and the cost of Leshan granular silicon was close to 35 yuan/kg; the net profit of Jingao Technology increased by 182.85%; the net profit of Aixu shares doubled.

2023-08-31 16:12:08

Guangxi opened the photovoltaic glass project in the whole province; the cash flow of Hongyuan Green Energy dropped by 94.16%; the net profit of Beijing Express dropped by 85.7%; the half-year revenue of the silicon industry leader was 34.897 billion, and the inventory was 1.197 billion!

2023-08-30 15:41:39

Otway in the first half of the year: net profit increased by 74.76%; Yijing Optoelectronics: net profit increased by more than 11 times; Riyu Photovoltaic completed over 100 million yuan A round of financing!

2023-08-28 15:48:21

The net loss of Rainbow New Energy in the first half of the year was 147 million; the net profit of PV film leader in the first half of the year decreased by 16.31%; the net profit of Sunshine Power in the first half of the year increased by 383.55%; GCL Integration won the large order of 1.1GW modules in India.

2023-08-25 14:48:31

National Energy Administration: 18.74GW of new PV installed capacity was added in July 2023; Haibo Sichuang and Ningde Times reached strategic cooperation, involving energy storage and other fields

2023-08-18 14:58:46

Silicon material rises 5 times in a row! N-type 7 consecutive rises; six ministries and commissions jointly take action! Retired Wind and Solar Equipment Recycling Policy Released Heavily; A-share Now Ten Billion Female Rich Photovoltaic "Second Generation" Gradually Appears

2023-08-17 16:00:50

The value of exploration rights of the two major lithium mines has increased by more than 1,000 times; six Chinese optical storage enterprises are listed on the list of new unicorns in the world.

2023-08-14 15:40:20

Ningde's two litigation-related patents were ruled invalid; the first provincial-level virtual power plant management center was established in Hainan; several central enterprises issued anti-counterfeiting statements; registered 500 million! State Power Investment Corporation once again lays out photovoltaic companies

2023-08-10 16:05:01

Raise 1.14 billion yuan! Aoteweigangjia Photovoltaic Equipment Manufacturing; Vice President of Oujing Technology Resigned; Sunshine Power Supply May Have a Net Increase of 400% in the First Half of the Year

2023-08-08 15:36:21

About the green certificate! The National Energy Administration replied; Aixu's profit increased by 119.6%; Tongwei signed a polysilicon business contract of 43.96 million yuan; 26 GW! Jinko plans to build a silicon wafer diamond wire slicing project in Jiangxi; CITIC Bo plans to raise 1.15129 million yuan to increase the number of photovoltaic projects; Shenergy 2023 Annual Centralized Framework Procurement Tender Announcement for Photovoltaic Modules

2023-08-04 15:01:58