< Today's Highlights & >
1. Longji comes off the stage and Jingke comes on the stage! Photovoltaic Module Shipments in the First Half of 2023 Top 10 Released (Click on the title to view the full text)
"China's Photovoltaic Module Shipments in the First Half of 2023 Top 10" jointly produced by Digital New Energy DataBM. Com & Cement Big Data Research Institute is released! In the first half of
2023, the total shipments of TOP10 component enterprises in China reached 163.3GW, reaching 66% of the total annual shipments of TOP10 component enterprises in 2022.
Compared with the same period in 2022, the status of the top five component shipments this year was stable, and the old faces continued to dominate the list, but the ranking of the top four was reset, JinkoSolar regained the first place, and Longji dropped to the third place. In addition, the shipment volume of Tongwei shares, the "new force" of components that entered the market in the second half of last year, once again made a "great leap forward", from the tenth place at the end of last year to the seventh place, and challenged the top five in the whole year.
221.9 million! Hanwha signed an order
for granular silicon from American enterprises in 2010. Hanwha Qcells Georgia, a wholly-owned subsidiary of Korean photovoltaic enterprise Hanwha in the United States (hereinafter referred to as Qcells), and REC Silicon ASA, a subsidiary of American silicon material enterprises, REC Solar Grade Silicon LLC (REC Silicon) has entered into a long-term contract for granular silicon for a period of up to 10 years . According to the current market price, the contract involves an amount of US $ 3 billion (about RMB 21.87 billion). During the contract period, the relevant purchase price will fluctuate according to the market price of silicon materials.
In addition to a 10-year silicon contract, Qcells has promised to pay a large upfront fee to help restart its plant in Moses Lake, Washington, by November 1. With the help of Hanwha, the Moses Lake plant will reach production capacity by the end of 2024, after which the granular silicon produced will be supplied to Hanwha in the United States.
3. Buy 9 for 2, Sany Heavy Energy intends to transfer 11 photovoltaic subsidiaries
, Sany Heavy Energy announced on the evening of September 11 that the company intends to transfer 100% of its 11 wholly-owned subsidiaries involved in the operation and management of distributed photovoltaic power plants to Sany Heavy Industry. The total transfer price is 78.8874 million yuan. After the completion of the transaction, it is expected to increase the company's total profit by about 0.33 billion yuan. Sany Heavy Energy said that the move was based on strategic development needs, in order to better focus on the main business and reduce related party transactions. After the completion of this transaction, the company will no longer hold the equity of the above 11 wholly-owned subsidiaries, nor will it be included in the scope of the company's consolidated statements.
< Project Progress >
1. Jingke and Tianhe won the bid for the bidding project
of N-type components on September 11. The results of the public bidding for the procurement of photovoltaic module equipment under the framework agreement of Hainan Energy Sales Company in 2023 were announced. The tender is divided into two bid sections, with an estimated total procurement capacity of 140MWp.
Among them, Jingke Energy won the bid in Bid Section 1 , with a bid price of 126 million yuan and a unit price of 1.26 yuan/W; Trina Solar won the bid in Bid Section 2 , with a bid price of 52 million yuan and a unit price of 1.3 yuan/W.
2. Hubei, Hunan, Guangdong … In late
August, Hubei Province issued a Notice on Strengthening the Whole Process Management of Distributed Photovoltaic Power Generation Projects (Draft for Opinions), which stipulates that "in counties (cities and districts) where the early warning level of low-voltage distribution network connection is red, the whole process of distributed photovoltaic power generation projects should be strengthened." Suspend the filing of distributed photovoltaic power generation projects from the date of publication. Previously, Liaoning, Hunan, Guangdong and other places have issued notices to suspend the filing of distributed photovoltaic projects. The "sudden brake" of the policy has also led to cases in some areas where installed household photovoltaics are unable to access the Internet and equipment has to be scrapped.
38,000 tons/year! The total investment is nearly 9.7 billion!
Recently, the Department of Ecology and Environment of Shaanxi Province issued the Announcement on the Approval of the Environmental Impact Report on the Upgrading Project of 80000 Tons of Electronic Grade Granular Polysilicon Industry of Shaanxi Nonferrous Tianhong Ruike Silicon Materials Co., Ltd. The announcement shows that Shaanxi Nonferrous Tianhong Ruike Silicon Material Co., Ltd. intends to build 80000 tons/year granular polysilicon project in Yujia Industrial New Area, Yulin City, Shanxi Province. The project is divided into two parts of 25,000 tons/year and 55,000 tons/year, with a total investment of 9.67876 billion yuan.
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