< Today's Highlights & >
1. Silicon material breaks through 90 thousand, components approach 1.1 yuan, silicon chip leader rises in price … Photovoltaic industry chain market overview (click on the title to see the full text)
Recently, the photovoltaic capital market has been playing well, such as the disclosure of Zhongbao, shareholder reduction, stock price fluctuation, share repurchase.. On August 30, the silicon industry announced the price of polysilicon this week, with the price of N-type material breaking through 90000/ton and the highest price of P-type material touching 80000/ton. Industry insiders said that due to the continuous price reduction of leading component enterprises, the quotation of second-and third-tier component enterprises has approached 1.1 yuan/watt, and the industry's brewing price increase momentum at the beginning of the month is insufficient. Affected by the mismatch of supply and demand throughout August, the demand for downstream silicon wafer purchasing was strong, and the leading manufacturers raised the price of silicon wafers one after another.
for 10.6G W modules. From 2023 to 2024, the successful candidates for the framework collection of photovoltaic modules of China-Guangzhou Nuclear New Energy announced that there were seven shortlisted enterprises, including Yidao Xinneng, Longji Green Energy, Jingke Energy, Dongfang Risheng, Yingli, Trina Solar Energy and Tongwei. Yidao Xinneng, Longji Green Energy, Jingke Energy, Dongfang Risheng, Yingli and Trina Solar are the first successful candidates respectively.
3. Replacement of general managers of two state-level energy groups!
On September 1, the State Energy Investment Group Co., Ltd. held a leading group (expanded) meeting. Comrade Yu Bing was appointed as Director, General Manager and Deputy Secretary of the Party Leadership Group of State Energy Investment Corporation;
4. Micro-inverter breakthrough, Hemai shares micro-inverse overseas sales continued to grow
on the evening of August 30, Hemai shares disclosed the semi-annual report of 2023. In the first half of this year, the company realized operating income of 1.065 billion yuan, an increase of 107.30% over the same period last year, and net profit of 348 million yuan, an increase of 72.68% over the same period last year. In this regard, Hemai shares said that the main reason is that the company continues to expand the overseas market of micro-inverters, and the growth of sales scale of micro-inverters drives its revenue and profit growth.
< Project Progress >
29, a public account named Zhongguangtong Energy Yunnan Co., Ltd. (Hereinafter referred to as "Zhongguangtong") published an article- "Who is behind the rumor of Zhongguangtong?". According to the article, the company has suffered two incidents of online violence caused by rumors and slanders, and has not issued a statement until now, because it has been tracing the evidence of the behind-the-scenes operation of the incident, and now the chain of evidence has been formed and is going through the judicial process. As soon as the article came out, it immediately attracted a lot of attention. In the article, China Guangtong tried to prove its innocence, claiming that it was also a victim of the "fake central enterprise" incident, and that the source of responsibility was attributed to "due to the inadequate supervision of the State Power Investment Corporation, the State Power Investment Corporation City Construction Co., Ltd., which was identified as a three-level" fake central enterprise ", could develop the following four-level companies" fair and square ".
in Vietnam. Jingao Technology issued several announcements, one of which was about investing in the construction of the company's integrated production capacity. The announcement shows that Jingao Science and Technology intends to invest in the construction of Vietnam's annual 5G W high-efficiency battery project, with an estimated investment of 2.715 billion yuan and a construction period of 10 months.
on August 31. The first photovoltaic cell + module of Zhengtai High-efficiency Photovoltaic Cell, Module Production Base and Distributed Power Station Project was offline, marking another 10 billion-level major industrial project in Yiwu "blossom and bear fruit". It is understood that the total investment of Zhengtai High-efficiency Photovoltaic Cell, Module Production Base and Distributed Power Station Project is 11.3 billion yuan, mainly for the construction of 8GW High-efficiency N-type Photovoltaic Cell and 8GW High-efficiency Photovoltaic Module Production Base and Photovoltaic Distributed Power Station, with an estimated annual output value of about 12 billion yuan after full production.
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