< Today's Highlights & >
1. Bidding of State Energy Group: 5 enterprises including Yilong, Tianhe, Jingao, Jinko and Longji were shortlisted! (Click on the title to view the full text)
On September 1, the State Energy Group Qinghai Company announced the successful candidates for the second batch of public bidding for the procurement of photovoltaic module equipment in 2023. Yidao New Energy Technology Co., Ltd., Longji Leye Photovoltaic Technology Co., Ltd., Trina Solar Energy Co., Ltd., Hefei Jingao Solar Energy Technology Co., Ltd., and Jingke Energy Co., Ltd. . Among them, four bidding sections of Longji Leye Photovoltaic Technology were shortlisted.
2. Energy storage batteries fall below the cost line and enter the era
of 0.5 yuan/Wh. "The energy storage lithium battery market has officially entered the era of 0.5 yuan/Wh." Recently, Dai Deming, chairman of Chuneng New Energy, an energy storage battery manufacturer, announced the price cut at a public meeting, throwing a bomb at the already restless market. Chuneng announced that by the end of this year, 280Ah energy storage lithium batteries will be sold at a price not exceeding 0.5 yuan/Wh (excluding tax), and the price will not be affected by the fluctuation of upstream lithium carbonate prices. The price of the battery is 0.5 yuan/Wh, and the corresponding price of lithium carbonate should be reduced to about 150000 yuan/ton. If the manufacturer does not grasp the upstream lithium resources and the cost control ability is not strong enough, then the price of 0.5 yuan/Wh is a loss.
3. Silicon output value breaks 50 billion! Yunnan has become the largest production base
of monocrystalline silicon photovoltaic materials in the world. After years of capacity undertaking and deep cultivation of the industry, the output value of the whole photovoltaic industry chain in the province will reach 107.3 billion yuan in 2022, leaping to 100 billion-grade industry. From January to June this year, the output value of green silicon in Yunnan Province has reached 53.54 billion yuan, and the photovoltaic industry in Yunnan has steadily entered the "100 billion era". As of June this year, the province's photovoltaic industry chain has built 1.15 million tons of industrial silicon production capacity, 52,000 tons of polysilicon, 133 GW of monocrystalline silicon rods, 117 GW of monocrystalline silicon wafers, 10 GW of cells, 6.25 GW of photovoltaic modules, and 7 GW of installed photovoltaic power generation.
few days ago, Lianyungang Dongci New Energy Technology Co., Ltd. (Hereinafter referred to as "Lianyungang Dongci") held the first offline ceremony of 5GW high-efficiency components, marking that the base formally entered the stage of mass production, and also marking that the production capacity of Hengdian Dongci components successfully broke through 10GW, reaching 12GW. Lianyungang Dongci is the fifth intelligent manufacturing base built by Hengdian Dongci Solar Energy and the second intelligent manufacturing base laid out by the company in Jiangsu.
< Project Progress >
On September 2, the R & D and manufacturing base of cadmium telluride thin film photovoltaic modules in Western China started construction in Qinhan New Town, Xixian New District, Shaanxi Province. After the completion of the project, it will become a "zero carbon" industrial manufacturing demonstration base in Northwest China, which will strongly promote the development and large-scale application of cadmium telluride photovoltaic cell technology and inject strong impetus into the development of the new area. The total investment of the project is 1.1 billion yuan, which is used for the construction of solar valley and supporting projects in Western China and the R & D and manufacturing base of Zhongmao cadmium telluride thin film photovoltaic modules.
of September 3, the commencement ceremony of Shidi New Energy's annual output of 200 GW (Phase I 100GW) photovoltaic module junction box project was solemnly held in Taizhou, Jiangsu Province. The 200GW PV module junction box production base invested by Sichuan Shidi New Energy Co., Ltd. is located in Taizhou New Energy Industrial Park, Jiangsu Province. The project is divided into two phases of construction. The first phase is to build a 100G W photovoltaic module junction box production line, which is planned to start construction in September 2023 and put into operation in July 2024. It is expected that the production capacity will reach 60 GW by the end of 2024, when it will become the largest photovoltaic module junction box production base in the world.
3. Shanxi issued the Supplementary Notice
on Strengthening the Support and Guarantee of Land Use for Photovoltaic Power Generation Projects, which clearly States that the area of project land and the area of cultivated land, woodland and grassland should not be expanded, and that the abandonment and abandonment of cultivated land should be strictly prohibited; If the pre-examination of land use has been passed or the local land use opinions have been clarified, but the project has not been established, it shall be implemented in accordance with the requirements of Natural Resources Office No.12 [2023]. The existing photovoltaic facilities scattered within the red line of ecological protection shall be managed in accordance with relevant laws and regulations, and it is strictly forbidden to expand the existing scale and scope. After the expiration of the project, the construction unit shall be responsible for the ecological restoration.
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