Over 600 million pieces! Maddie Technology spent 2.125 billion yuan to purchase silicon wafers; Longji TCL Zhonghuan reduced the price of silicon wafers again; Jinko Technology sold 212.19 MW photovol

2023-09-26 16:01:10

Over 600 million pieces! Madison invested 2.125 billion yuan to purchase silicon wafers; Longji reduced the price of silicon wafers again; Jinko sold 212.19 MW photovoltaic power plants with more than 2.6 million yuan

< Today's Highlights & >

1. Over 600 million pieces! McGrady Technologies invested 2.125 billion yuan to purchase silicon wafers (click on the title to see the full text)

. Mianyang Haohao New Energy Technology Co., Ltd. (Hereinafter referred to as "Haohao New Energy"), a wholly-owned subsidiary of the company, signed the Monocrystalline Silicon Wafer Purchase Agreement with Yunnan Yuze Semiconductor Co., Ltd. (Hereinafter referred to as "Yuze Semiconductor"). According to the agreement, Haohao New Energy intends to purchase 612.5 million monocrystalline silicon wafers from Yuze Semiconductor, with an estimated total agreement amount of 2.125 billion yuan.

2. Down by 8.28%! Longji Silicon Wafer Price Reduction (9.26)

On September 25, Longji Green Energy announced the latest silicon wafer price on its official website. This time, the price of P-type M10 150 μm thickness is 3.1 yuan/piece, which is 0.28 yuan/piece lower than previous period, with a decline of 8.28%.

3. The maximum reduction was 7.78%, and the price of TCL Central Silicon Wafer was reduced across the board! (2023.9.26)

On September 26, TCL Zhonghuan announced the latest price of silicon wafers. Compared with the last time, the price of silicon wafers has been lowered across the board.

4. Over 2.6 million! On September 26, Jingke Technologies announced that it would sell 212.19 MW photovoltaic power plants

. Henan Shounuo New Energy Co., Ltd. (Hereinafter referred to as "Henan Shounuo") and Jiangxi Shounuo New Energy Co., Ltd. (Hereinafter referred to as "Jiangxi Shounuo"), wholly-owned subsidiaries of the Company, respectively transferred their holdings of Henan Jingyang New Energy Co., Ltd. (Hereinafter referred to as "Henan Jingyang"), Each 100% equity of Shangrao Jingbao New Energy Co., Ltd. (Hereinafter referred to as "Shangrao Jingbao") is transferred to Guangzhou Yuexiu New Energy Investment Co., Ltd. (Hereinafter referred to as "Yuexiu New Energy"), and the total consideration of equity transfer is RMB 2.6355 million. The sales capacity of the company's household photovoltaic power plants involved in this transaction is 212.19 MW.

5. On September 25, when the company participated in the auction of 350 million assets focusing on the development

of photovoltaic and other major industries, Tongrun Equipment announced that. Shanghai Zhengtai Power Supply System Co., Ltd., a holding subsidiary, intends to participate in the transfer of part of the assets of China Power Electric (Shanghai) Solar Energy Technology Co., Ltd., which is publicly listed on the Shanghai United Property Exchange, at a price not less than 310 million yuan, and to participate in the transfer of fixed assets, machinery and equipment on the project at a price not less than 5.560316 million yuan. The total amount of real estate, ancillary facilities and equipment assets to be auctioned is not more than 350 million yuan.

< Project Progress >

1. Mandatory introduction of 1.9 billion energy storage/hydrogen energy industry, announcement of

successful candidates for photovoltaic project in Kubuqi large base On September 20, the EPC general contracting project of 1.7 million kilowatts photovoltaic project of Ordos New Energy in Kubuqi Desert Base (Phase II Inner Mongolia Jineng New Energy Co., Ltd. 500000 kilowatts) was opened. China Energy Construction Group Co., Ltd. is the first candidate, and China Power Construction Group Nuclear Power Engineering Co., Ltd. is the second candidate. This bidding photovoltaic project requires the winning bidder to introduce industries and invest in the development of hydrogen energy and related industries, energy storage and related industries. The investment amount is estimated to be 190 million yuan, which will be constructed at the same time as the main photovoltaic project and put into operation at the same time.

2. Invest 6.4 billion!

On September 22, the official website of Xinjiang Eco-environmental Protection Industry Association announced that the public participation in the environmental impact assessment of Xinjiang Jinghui New Materials Co., Ltd. 'S annual output of 2 × 100,000 tons of high-purity polysilicon project (Phase I of 100,000 tons of high-purity polysilicon) was to be submitted for approval. Located in Layisu Petrochemical Zone, Luntai Industrial Park, Bayingolin Mongol Autonomous Prefecture, Xinjiang, with a 643689 of RMB million yuan, the project covers an area of 737,015.4 ㎡ and will be constructed by stages with a construction period of 24 months. This is the first stage of the project, with a construction scale of 100,000 t/a high-purity polysilicon production equipment and supporting utilities, auxiliary facilities, etc. The polysilicon production of this project adopts the production process of granular polysilicon by silane method. After the completion of the project, the annual output of high-purity crystalline silicon (granular silicon) will be 100,000 tons.

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Correlation

1. The price of photovoltaic modules is approaching the 1 yuan mark, causing profit worries in the whole industry chain. 2. Mingyang Intelligence completed the industrial and commercial changes and expanded the manufacturing and sales of photovoltaic equipment. 3. Yunnan will improve the time-of-use electricity price policy from next year, with a price ratio of 1.5: 1: 0.5 during peak, normal and valley periods. 4. Prager Energy was sold off by investors, and the hydrogen energy industry faced challenges. 5. Zinc-bromine liquid flow energy storage project and Linyuan energy storage project were started to promote the development of new energy industry.

2023-11-17 16:06:57

Atlas: Net profit in the first three quarters is expected to increase by 107% -147%; top customers default on payment and performance declines! TCL Zhonghuan subsidiary laid off employees; over 1 billion yuan! GCL New Energy Sells Shares in 36 Companies

2023-10-13 15:50:46

PV Three-quarter Forecast Summary; Jinko's Third-quarter Module Shipments Exceed Expectations; Dongfang Risheng's "underreport" Huge Contract Dispute

2023-10-11 16:08:27

Perovskite Scientist Wins Nobel Prize in Chemistry; Blackstone Group Plans to Buy 52% of Guruiwatt for $1.5 Billion; What Does It Mean that the Price of Energy Storage Cell Is as Low as 0.5 yuan/Wh?

2023-10-07 15:44:23

Over 600 million pieces! Madison invested 2.125 billion yuan to purchase silicon wafers; Longji reduced the price of silicon wafers again; Jinko sold 212.19 MW photovoltaic power plants with more than 2.6 million yuan

2023-09-26 16:01:10

Tongwei, Xiexin, Longji … The assets of six photovoltaic enterprises exceed 100 billion, and the list of China's top 500 enterprises is announced; 298 million! Jingke Technology Acquires 50% Partnership Share of Zhejing Photovoltaic and 0.01% Equity of Zhejing Energy

2023-09-21 16:14:49

Photovoltaic cell shipment ranking released in the first half of 2023; Inner Mongolia: by 2025, the production scale of crystalline silicon materials will account for more than 40% of the country's total; "wind and solar distribution and storage" is definitely not the right path!

2023-09-19 15:42:52

Zhejiang: Achieve the production capacity of 150GW photovoltaic, 100GWh energy storage and 5000 sets of hydrogen fuel cells in 2025; the production capacity of photovoltaic glass in Qibin nearly doubled in April; Guodian Investment Corporation will produce components

2023-09-11 16:26:47

Silicon material breaks through 90 thousand, component approaches 1.1 yuan, silicon chip bibcock rises in price … Photovoltaic industry chain market overview; Yitong, Longji, Jinko, Dongfang Risheng and other 7 companies plan to share the bidding of 10.6G W modules

2023-09-01 15:22:32

The project is planned to be ignited and put into operation at the end of July 2026. After completion, it will produce 1.24 million tons of clinker, 1.64 million tons of cement, 33.5 million degrees of electricity, an annual output value of 520 million yuan and a tax payment of about 60 million yuan.