< Today's Highlights & >
1. [Photovoltaic Glass Industry Monthly Report] September: The demand for installed capacity was strong, and the market continued to rise (click the title to view the full text)
. The fourth quarter ushered in the peak season for installed capacity, and the market for photovoltaic glass continued to rise. On the supply side, there is no high inventory pressure on the supply side of photovoltaic glass in September, and it is expected that the number of ignition and production projects will increase in October. On the demand side, the increase in the market share of double-glass modules and the high demand for installed capacity will drive the consumption of photovoltaic glass. Overall, the photovoltaic glass market will continue to rise in October.
2. From July to August, China's photovoltaic manufacturing industry continued to operate
at a high level. Recently, the Ministry of Industry and Information Technology released the operation of the national photovoltaic manufacturing industry from July to August. According to the content of the announcement, from July to August, China's photovoltaic manufacturing industry continued to maintain a high level of operation, and the scale of the industry and the output of major products continued to grow rapidly. According to the announcement of enterprise information and industry associations in the photovoltaic industry, the output of polysilicon, silicon wafers, batteries and modules in China increased by nearly or more than 80% year on year.
314 million yuan! On the evening of
October 9, Meichang issued a performance forecast, predicting a net profit of 1.37 billion yuan to 1.4 billion yuan in the first three quarters, an increase of 33.23% to 36.15% over the same period last year. Net profit after deduction was 1.32-1.35 billion yuan, an increase of 36.52% -39.63% over the same period last year. Meichang shares said that benefiting from the overall high prosperity of the photovoltaic industry, the downstream silicon wafer market demand for electroplating diamond wire continued to be strong , driving the company's revenue to grow steadily. At the same time, Meichang shares revealed that from January to September this year, the company's electroplating diamond wire sales exceeded 92 million kilometers (including tungsten wire sales exceeded 8 million kilometers), the total sales increased by about 42% compared with the same period last year.
47.8 million! On the evening of October
9, China Nuclear Power announced that China Nuclear Huineng Xinjiang Company, a subsidiary of China Nuclear Huineng, a holding subsidiary of the company, intends to sign an equity transfer agreement with Weicheng Power, a subsidiary of Zhengxin Optoelectronics. The 7797601.68 transferred 100% equity of Zhenghui Photovoltaic , involving 30 MW installed capacity of photovoltaic power station project. According to
the data, Zhenghui Photovoltaic is a subsidiary of Weicheng Electric Power Company, and Weicheng Electric Power is a subsidiary of Zhengxin Photovoltaic, that is, Zhengxin Photovoltaic ultimately holds 100% of Zhenghui Photovoltaic. After the completion of this equity transfer, the company's holding subsidiary , China Nuclear Huineng Xinjiang Company, will become the 100% controlling shareholder of Zhenghui Photovoltaic.
5. Foreign media predict that the price of solar cells will hit a record low
after the festival. On October 7, photovoltaic magazine published an article saying that the price of solar cells is expected to hit a record low after the Golden Week in China. Solar cell prices stopped falling last week due to the stagnation of project construction during the Golden Week holiday in China, ending a three-week decline in cell prices in overseas markets, according to a major price trend analysis of the global photovoltaic industry provided by OPIS, a Dow Jones company, cited by photovoltaic
magazine. According to OPIS data, prices temporarily stabilized at the lowest level ever last week-monocrystalline M10 and G12 battery prices remained unchanged at $0.0814 per watt and $0.0836 per watt, respectively; The TOPcon M10 battery price also remained at $0.0856/W this week.
< Project progress
> 123.8 million! Yunnan Nengtou Construction Photovoltaic Project
recently announced that the company agreed to invest in the construction of Zhuyuan Photovoltaic Project in Malong District, Qujing City, with a construction scale of 50 MW. The total investment of the project is 238 million yuan (including 1.7639 million yuan of working capital). 2
, with a total investment of 840 million yuan and a construction area of 70000 square meters. At present, the foundation construction of the production workshop, warehouse, office building and dormitory building of the project has been completed as a whole. The steel structure of the workshop is being installed. After the completion of the project, it will become the largest photovoltaic bracket production project in Northwest China, with an output value of more than 5 billion yuan, and further improve the photovoltaic power generation industry chain of Yinchuan Jingkai District from crystal pulling, slicing, cell to cell components .
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