Investment of 14.6 billion, 124 new lawsuits, Guangdong Hydropower announced the progress of investment and litigation; photovoltaic three leading completed the first share repurchase; involving 251 e

2023-09-27 15:21:40

Investment of 14.6 billion, 124 new lawsuits, Guangdong Hydropower announced the progress of investment and litigation; photovoltaic three leading completed the first share repurchase; involving 251 enterprises! Arrangement of supplier blacklist of Datang Group

< Today's Highlights & >

1. With an investment of 14.6 billion yuan and 124 new lawsuits, Guangdong Hydropower announced the progress of investment and litigation (click the title to see the full text)

. On September 26, Guangdong Hydropower released several investment plans in succession. ① Signing of the 100MW decentralized wind power project framework agreement. ② Sign the investment cooperation agreement on new energy and new materials in Puer City, Yunnan Province. ③ Sign a strategic cooperation agreement with Jiangsu Nengying New Energy Technology Development Co., Ltd. At the same time, Guangdong Hydropower also announced the progress of the company's litigation and arbitration cases. From August 31, 2023 to the date of this announcement, the Company and its subsidiaries have accumulated 124 new litigation and arbitration cases, involving a total amount of about 433.6275 million yuan, accounting for 11.01% of the absolute value of the latest audited net assets of the Company (2022).

2. Three leading photovoltaic companies completed their first share repurchase! On the evening of September

25, Sunshine Power announced that on September 22, 2023, the company implemented its first repurchase through a special securities account for share repurchase through centralized bidding transactions. On the same day, Jingke Technology and Daqo Energy also announced the progress of share repurchase. At the same time, Yuneng Technologies also announced that it would buy back some of its shares through centralized bidding transactions. In order to stabilize stock prices and enhance market confidence, photovoltaic companies have begun to announce share repurchases, ranging from 50 million to 200 million.

3. Involving 251 enterprises! Datang Group's supplier blacklist (1-11 batches)

On September 25, Datang Group announced the 11th batch of supplier's bad behavior handling announcement in 2023. A total of 645 enterprises were named. Among them, there are 26 enterprises related to the photovoltaic field. Through sorting out, it is found that 251 enterprises related to photovoltaic are involved in the list of suppliers'bad behavior handled by Datang Group this year. Among them, the most bad behavior is collusion behavior, a total of 232 enterprises were identified as collusion behavior because of the same response author, the same format and content of document requirements, the same IP address and other reasons.

& lt; Project Progress & gt

; 1. Bangjie Co., Ltd.: The 10GW photovoltaic cell project was officially put into production, and another 10GW module

was put into production. On the morning of September 26, Bangjie New Energy held a grand production ceremony for the 10GW N-type TOPCon high-efficiency battery project in Yangzhou. The project of Bangjie Yangzhou Base is planned to be constructed in two phases, of which the first phase covers an area of about 400 mu, with a total investment of about 2.6 billion yuan. It will be started in the same year and put into operation in the same year. After putting into operation, it will have an annual production capacity of 10GW N-type TOPCon high-efficiency photovoltaic cells. The second phase will be started in July 2023 for the construction of new energy research and development center and supporting high-efficiency photovoltaic modules. On the morning

of September 26, the 15th anniversary celebration of the establishment of Jingao Technology Yangzhou Base and the commissioning ceremony of the 20GW high-efficiency battery project were held in Yangzhou. Jingao Science and Technology Yangzhou Base is one of the largest and largest bases in Jingao. It covers an area of about 1200 mu and has built three manufacturing parks, mainly producing high-efficiency photovoltaic cells and modules. In 2023, it has formed a manufacturing scale of 30 G W batteries and 15 G W modules.

3. Investment of 45.2 billion yuan! On September 26, the first hoisting ceremony of Longji 100GW monocrystalline silicon wafer + 50GW monocrystalline battery project was held

. The first large steel structure column of No.1 workshop of Longji monocrystalline silicon wafer and 50GW monocrystalline battery project with annual output of 100GW monocrystalline silicon wafer and 50GW monocrystalline battery project in Jinghe New Town, Xixian New District, Shaanxi Province was steadily hoisted, and then accurately positioned and installed. The first hoisting of the steel structure of the project was successfully completed. Longji's annual output of 100GW monocrystalline silicon wafers and 50GW monocrystalline batteries project has a total investment of about 45.2 billion yuan, which is the largest, highest capacity and most advanced photovoltaic production base in the world.

4. Tongwei terminated the fixed increase of 16 billion yuan! Projects such as 200,000 tons of high-purity silicon continued to advance

on September 27, when Tongwei announced the termination of the issuance of shares to specific targets in 2023. According to the announcement, for the reasons for the termination of the issuance of shares to specific targets, Tongwei said that based on the changes in the current capital market environment, the value of the company was significantly underestimated, in order to safeguard the interests of all shareholders and achieve high-quality development, in a comprehensive consideration of the company's business development and financial situation, Tongwei said that the value of the company was significantly underestimated. On the premise of ensuring the normal progress of the company's 200000 tons of high-purity silicon project in Inner Mongolia and the high-purity silicon green energy project in Tongwei Hydropower Silicon Material in Yunnan, after full communication and careful analysis with relevant parties. The company intends to terminate the issuance of shares to specific targets.

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Correlation

1. Six leading photovoltaic enterprises propose to unify the standard of 700 W + photovoltaic modules and add 790 mm holes. 2. In the first half of next year, the competition in the photovoltaic market will be fierce, and enterprises will face the challenge of life and death. 3. Vice President of GCL Technology: The photovoltaic industry needs both internal and external training, adhering to rational development, technological innovation and expanding foreign markets. 4. China Resources Group announced the list of five counterfeit central enterprises, calling on the society to be vigilant against illegal elements.

2023-12-11 16:17:49

1. Huangshi Group was prosecuted, involving more than 300 million yuan; 2. More than 70% of companies have signed the Convention on Integrity Calibration and Traceability Self-Discipline of Photovoltaic Module Power Standards to curb the false label of module power; 3. The departure of core technical personnel of Daquan Energy does not affect the integrity of intellectual property rights; 4. Quartz shares invest in the construction of an annual output of 3000 tons of electronic grade quartz materials project, with a total investment of 1.03 billion yuan; 5. Jingao Technology and Skyworth Photovoltaic signed a strategic cooperation agreement to jointly promote the development of photovoltaic projects; 6. Hangzhou Kelin plans to invest in the construction of energy storage and new photovoltaic projects by crossing the border into perovskite.

2023-11-22 16:40:19

Ningde Times has obtained the patent of photovoltaic thin film module; Inner Mongolia has released the implementation rules of independent new energy storage power station project, and the grid-side energy storage enjoys 10-year capacity compensation; three major green hydrogen projects and two hydrogen production equipment enterprises are on CCTV.

2023-11-21 16:54:27

1. Shenzhen Stock Exchange and Beijing Securities Regulatory Bureau took prompt regulatory action when Hezheng Science and Technology failed to fulfill its repurchase commitment. 2. Ms. Leng Weiqing, Chairman of Shanghai Electric, resigned due to job transfer and will join SIIC Group. 3. The retirement volume of photovoltaic modules in China is expected to reach 1 million tons to 66 million tons, and organic photovoltaic enterprises have received tens of millions of yuan in strategic investment. 4. Phase I of Guazhou Baofeng Polysilicon Upstream and Downstream Synergy Project was put into operation, with a total investment of 39 billion yuan; JA Technology Shijiazhuang 10GW slice + 10GW battery project was put into operation, with a total investment of 10.2 billion yuan; Dasheng New Energy 4.8GW heterojunction battery + module project was implemented, with a total investment of 5 billion yuan.

2023-11-20 16:21:22

National Bureau of Statistics: Solar power generation increased by 15.3% in October; Atlas disclosed that the controlling shareholder's third quarter income was 13.26 billion yuan; Sino-US joint statement: Strive to triple the installed capacity of renewable energy in the world by 2030

2023-11-15 15:32:03

Personnel of 15 photovoltaic enterprises changed greatly, senior executives of Funeng and Changyuan Power resigned collectively; Zeng Yuqun, chairman of Ningde Times, was awarded the Nobel Prize for Special Contribution to Sustainable Development; the world's largest offshore photovoltaic project was started in Shandong; the photovoltaic glass project of Inner Mongolia Yujing Science and Technology was started with a total investment of 2.6 billion yuan; five departments jointly launched the fourth batch of intelligent photovoltaic pilot demonstration activities; Saudi Arabia's 3.7 GW PV tender launched.

2023-11-14 16:36:48

1. The Ministry of Industry and Information Technology announced the list of green manufacturing in 2023, and 22 factories including Tongwei and Longji were included in the list of green factories; 6 enterprises including Yiyi and Goodway were included in the list of green supply chain management enterprises. 2. Fang Hongcheng, former general manager of Hesheng Silicon, accused Luo Liguo. 3. Yisheng Technology entered into a cell sales framework contract with Shandong Quanwei New Energy to sell 150MW of Class A G12 heterojunction cell products. 4. Zhong Baoshen, chairman of Longji Green Energy, said that innovation drive is the core driving force for cost reduction in the photovoltaic industry.

2023-11-13 16:55:14

1. Liu Yiyang, China Photovoltaic Association: Falling prices are not necessarily bad for the industry. 2. Henan Development and Reform Commission: Do not transfer financial risks to residents! 3. Under the background of Xi'an Jiaotong University, another financing of nearly 100 million yuan was obtained in the field of perovskite batteries. $444m! The United States will provide funding for this local solar energy.

2023-11-03 15:53:15

1. The price of silicon materials plummeted by 70%, resulting in a decline in the net profit of photovoltaic enterprises, but the industry profits are shifting to the battery and component side. 2. Sharp announced that the efficiency of perovskite-silicon tandem solar cells reached 33.66%, setting a new world record. 3. Wacker Chemical's sales of silicon materials in the first three quarters decreased by 45% compared with the same period last year, which was affected by lower prices and equipment maintenance. 4. The 5G W module project of Jingao Technology Baotou Base has been put into operation, and the annual sales revenue is expected to exceed 10 billion yuan. 5. JA Solar (Vietnam) Co., Ltd. made an additional investment of US $378 million to expand production, with an output of 2.5G W silicon rods/year, 5G W silicon wafers/year and 5G W photovoltaic cells/year.

2023-11-02 15:34:50

The performance of Junda in the first three quarters increased by 299%; the performance of Longji Green Energy in the third quarter was abnormal; the index of distributed photovoltaic power generation in Xing'an League of Inner Mongolia was zero and could not be filed; Zhongxin Group planned to invest 130 million yuan to set up a joint venture company to invest in photovoltaic power generation projects; Saiwu Technology planned to invest in the construction of projects with an annual output of 50g W solar photoconversion film.

2023-11-01 16:48:23

In the first three quarters of 2023, the National Energy Administration announced that the newly installed photovoltaic capacity was 128.94GW, the gross profit rate of Aixu shares reached a new quarterly high in three years, the revenue and net profit of Longji Green Energy in the third quarter declined year on year, and the proportion of N-type module shipments in the first three quarters of Jingke Energy was close to 60%. In addition, seven photovoltaic projects exceeding 10 billion have been signed, started and put into operation, and Atlas plans to build a 5GW cell factory in the United States.

2023-10-31 16:41:47

40 photovoltaic enterprises were investigated in India, and Hengdian Dongci responded; Shangneng Electric's revenue in the first three quarters increased by 210.59%; five photovoltaic enterprises such as Jinko, Jingao and Tianhe were selected as 2023 Forbes China ESG Innovation Enterprises; Edelman's 20,000-ton hydrogen energy equipment manufacturing project settled in Inner Mongolia; Hefei Huasheng's first batch of 182R heterojunction batteries were put into production; Sichuan Yibin has signed 25 photovoltaic projects with a total investment of over 120 billion yuan.

2023-10-30 16:28:45

Four consecutive falls! The price of silicon wafers fell further; Sichuan released a plan to reach the peak of industrial carbon: vigorously develop the whole industry chain of photovoltaic, lithium-ion batteries and power storage batteries; CGN signed a contract! The largest hydrogen station in China is coming!

2023-10-27 16:24:15

India conducted a survey on 40 Chinese photovoltaic enterprises; Otway's profit increased in the first three quarters; TCL Zhonghuan's profit did not increase in the first three quarters

2023-10-26 16:04:58

Ministry of Industry and Information Technology: Solar Cell Production Increased by 63.2% in the First Three Quarters; Solar Stocks Plunge: Why European Demand Declines; European Module Prices Fall Below the Bottom Line, Israeli Module Giant Collapses

2023-10-23 15:46:46

A new low! The price of components fell below 1 yuan/W; the Department of Environment and Resources of the National Development and Reform Commission interviewed the competent authorities of energy conservation in Zhejiang, Anhui, Guangdong and Chongqing; Zhonghuan, GCL and Sunny Power were in the Middle East.

2023-10-19 15:19:46

Trina Solar was claimed nearly 1 billion yuan by Japanese enterprises; Shuangliang Energy Conservation: signed a polysilicon equipment contract of 275 million yuan with Asia Silicon; Hopewind Electric: revenue of 2.615 billion yuan in the first three quarters of 2023

2023-10-18 15:31:24

Double up more than 300%! The performance of Junda shares is "soaring"; it shrinks by 2.2GW! 19 were cut, 17 were cut, Anhui adjusted to compete for photovoltaic projects; Ping An of China intends to acquire the equity of 7 scenery companies such as Jichang Yijing

2023-10-17 15:49:47

Silicon materials fell, silicon wafers fell to a new low, modules approached 1.1 yuan, the photovoltaic market in the fourth quarter could not withstand; Summary of photovoltaic subsidy policies in provinces and cities in the third quarter of 2023

2023-10-16 15:12:49

The price of silicon materials is loose; Yubang New Material: the net profit in the first three quarters is expected to increase by 38.96% -72.04%; CECEP Solar: the net profit in the first three quarters is expected to be 1.42 billion yuan to 1.48 billion yuan.

2023-10-12 15:17:22

Photovoltaic glass industry monthly report; China's photovoltaic manufacturing industry continued to maintain a high level of operation in July and August; 1.4 billion yuan! Meichang shares announced the third quarter forecast

2023-10-10 15:46:25

After three rounds of inquiry from Shenzhen Stock Exchange, TCL Zhonghuan's 13.8 billion capital raising is going to be "cool"; 9.6 billion yuan! Huamin shares and Tongwei shares signed a purchase and sale order for polysilicon and silicon wafers; changes in core technical personnel of Atlas!

2023-10-09 15:26:14

Party secretary, chairman and general manager of 100 billion energy group were replaced; the new chairman of Guodian Investment Inner Mongolia Company took office; the company was acquired at a premium of 1744.31%! This company has a photovoltaic layout.

2023-09-28 15:36:47

Investment of 14.6 billion, 124 new lawsuits, Guangdong Hydropower announced the progress of investment and litigation; photovoltaic three leading completed the first share repurchase; involving 251 enterprises! Arrangement of supplier blacklist of Datang Group

2023-09-27 15:21:40

Sichuan Energy Storage New Policy: 10% * 2 H for large-scale wind and solar projects, except for multi-energy complementation; South Korea's export of battery cathode materials increased, but nearly 90% of the export revenue went to China

2023-09-13 16:03:48

2023 Hurun China Energy Private Enterprise TOP100; CITIC Bo: In the first half of 2023, the company's bracket system orders in hand were about 2.966 billion yuan; Jinyang New Energy built the first production line of the new generation of HBC batteries.

2023-09-08 15:49:09

Four companies joined hands to repudiate 990 million! Shanghai Electric angrily sued 5 enterprises; 6.3 billion! Huamin Shares Wins Big Order of Silicon Wafer Again; Viewpoint Battle! Jinko Firm TOP Con; Production Power 720W! The first product of Huasheng Xuancheng Component Phase III is offline

2023-09-06 15:47:45

Bidding of National Energy Administration: 5 enterprises including Yiyi, Tianhe, Jingao, Jinko and Longji are shortlisted; energy storage battery falls below the cost line; silicon output value breaks 50 billion! Yunnan has become the largest production base of monocrystalline silicon photovoltaic materials in the world

2023-09-04 16:28:21

Photovoltaic construction and operation in the first half of 2023; InfoLink: the impact of different component inventories on the growth of overseas markets is gradually fermenting; subverting the traditional power system? Korean team claims to realize room-temperature superconductivity; total investment is 29.8 billion yuan! Six projects, including the 1 million kilowatt wind power project in Ruoqiang County, Bazhou, CGN, have been launched with a total investment of 5.2 billion yuan! Centralized commencement of innovative energy storage and other projects today; 2.55 billion! Shangneng Electric Plus Code Inverter and Energy Storage Project

2023-08-01 15:42:55

On September 22, Shao Jun, Chairman of China Cement Network, visited Zibo Luzhong Refractories Co., Ltd. and was warmly received by Feng Jisheng, Chairman of the company.