< Today's Highlights & >
1. The shuffle period is approaching! Photovoltaic Cell Shipment Ranking Released in the First Half of 2023! (Click on the title to view the full text)
In the first half of 2023, the TOP5 companies with cell shipments were Tongwei, Aixu, Zhongrun Solar Energy, Runyang and Junda (Jietai Technology). Among them, Zhongrun Solar Energy was upgraded from the fourth place last year to the third place; the shipment volume of Runyang Shares was slightly less than that of Zhongrun Solar Energy, ranking fourth; the fifth place was still Junda Shares (Jietai Technology).
40% of the country's total. Six departments, including the Department of Industry and Information Technology of Inner Mongolia Autonomous Region, recently published the "Opinions on the Implementation of Promoting the Development of Energy and Electronics Industry" (hereinafter referred to as the "Opinions"). The supply capacity of photovoltaic and new energy storage products in Inner Mongolia has been greatly improved, the production scale of crystalline silicon materials accounts for more than 40% of the country's total, and the production capacity of solar cell modules can meet more than 80% of the local construction demand.
3. Academician Liu Jizhen: "Scenery allocation and storage" is definitely not the right path!
On September 16, the 2023 Global Energy Transition Forum was held in Beijing. Liu Jizhen, professor of North China Electric Power University and academician of Chinese Academy of Engineering, made a keynote report on Energy Transition and New Power System at the forum. Academician Liu Jizhen pointed out that we must have a clear understanding of energy storage. Energy storage is not omnipotent. In the future, energy storage will play a role in the new power system and the energy system with new energy as the main body after energy transformation, but it is very limited! The path of "wind and solar energy allocation and storage" is certainly not a correct path. The distribution of this trace amount to all countries in the world is really insignificant.
4. Polycrystalline silicon and monocrystalline silicon wafers are listed!
Recently, the Ministry of Finance of the People's Republic of China issued the Announcement of the Tariff Commission of the State Council on the Twelfth Exclusion and Extension List of Tariffs Imposed on the United States and Canada, and the Tenth Exclusion and Extension List of Tariffs Imposed on the United States and Canada will expire on September 15, 2023. In this list, other polycrystalline silicon with silicon content > 99.5% (excluding solar-grade polycrystalline silicon and polycrystalline silicon scrap) listed in the 28046190 under the tariff code, and monocrystalline silicon wafers with diameter > 15.24 cm listed in the UNK1 under the tariff code, which have been doped for the electronics industry and have been cut into wafers, are also included in this list.
< Project Progress
> 1.35.88MW! Shandong's largest distributed photovoltaic project started
on the morning of September 15, "FAW-Volkswagen Automobile Co., Ltd. Qingdao Branch 35.88 MW Distributed Photovoltaic Project" was grandly held in Jimo District, Qingdao City, Shandong Province. The photovoltaic project under construction is the largest photovoltaic project in FAW-Volkswagen nationwide and the largest distributed photovoltaic project in Shandong Province so far. After completion, it is estimated that the annual power generation will exceed 40 million degrees, and the annual carbon dioxide emissions will be reduced by more than 40000 tons.
on September 16, and the centralized commissioning ceremony of the first batch of Guosheng (Fengtai) Heterojunction Double Carbon Industrial Park project was held in Huainan City, Anhui Province. It is reported that Guosheng (Fengtai) Heterojunction Double Carbon Industrial Park project, with a total investment of 10.6 billion yuan, covers an area of about 538 mu. It mainly constructs an annual output of 5GW heterojunction equipment, 4GW high-efficiency heterojunction batteries, 2G W large-size heterojunction modules, 100000 photovoltaic cleaning robots, 10g W tons of sodium ion energy storage, 9 million sets of polymer frames, 18 million sets of tracking brackets and direct power supply projects. After the completion of the project, it is estimated that the annual sales revenue will reach 30 billion yuan and the tax revenue will be 900 million yuan.
2023, Sungrow, the world's leading supplier of energy storage systems and inverters, announced that its cumulative orders for photovoltaic inverters in Latin America had reached 15 GW. Among them, Brazil is the main market, with an order volume of 10 GW. In addition, the company has launched several innovative products, including new three-phase 220V series inverters, 1 + X modular inverters, electric vehicle chargers and so on.
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