DBM Video: Quotations are mixed, production cuts and vacations are non-stop! Will the component market cool down in November?

Since the middle of October, Tongwei, Longji and other photovoltaic enterprises have received overseas orders: on October 30, Longji and Raystech of Australia signed a memorandum of cooperation on the sales target of 2GW in 2026-2028; On October 29, Longji (Hong Kong) Trade signed a preliminary agreement with India's Inox Solar for the supply of 5G W solar modules in the next three years.

2025-10-31 11:53:53

Hu Ming, Secretary of the Party Committee of the General Institute of Electric Power Planning and Design, introduced that in the first half of the year, the equivalent utilization hours of new energy storage in China were about 570 hours, an increase of more than 100 hours over the same period of last year, especially in the peak period of this year.

2025-10-30 16:57:39

The old iron people pay attention, this week the component leader Longji also raised the full range of quotations! However, although the price of components is rising, it is mainly reflected in new high-power products, while those old models with low efficiency not only fail to keep up with the price increase, but also continue to reduce prices and promote sales. The whole market can be said to be "new rise, old fall", and the overall atmosphere is still difficult to rise and easy to fall.

2025-10-30 16:55:43

On October 27, the Administrative Examination and Approval Service Bureau of Xinzhou City, Shanxi Province, published the environmental impact report form of the photovoltaic power generation project (change) of the 100m W agricultural photovoltaic complementary energy storage system in yuanping City. The project is constructed by Shanxi Xinhui New Energy Technology Co., Ltd. It was originally planned to build a 100MW centralized 220kV photovoltaic power station in Fuyang Town, yuanping City and other places, equipped with 10MW/10MWh energy storage equipment, which has been put on record and approved.

2025-10-30 14:50:17

On October 28, the third, fourth and sixth bid sections of the 1.6 million kilowatt photovoltaic power generation project in Tuoli County, Shangdian Power, Tacheng, Xinjiang, were tendered publicly, of which the third bid section was built with 150 MW on the AC side, and the fourth and sixth bid sections were built with 200 MW centralized photovoltaic power stations on the AC side. The bidding scope included equipment and material procurement, requiring bidders to have at least one new energy project performance since 2022.

2025-10-30 11:21:15

On October 28, Star Chain Zhengchu issued a notice on the rejection of the equipment production line project of the 12 GWh battery energy storage cabin and its supporting 10 GWh lithium iron phosphate battery intelligent manufacturing project (Phase I).

2025-10-29 17:13:16

On October 28, Sunshine Power released the third quarter report of 2025, Sunshine Power Q3 achieved 22.87 billion yuan of operating income, an increase of 20.83% over the same period last year; the net profit attributable to shareholders of listed companies increased by 57.04%, reaching 4.15 billion yuan.

2025-10-29 17:11:27

On October 28, Chuneng New Energy Xiangyang 70 GWh Lithium Battery Project was officially started in Xiangyang, Hubei Province! The project will build a 70 GWh modern lithium battery production base integrating advanced manufacturing, technology research and development, and industrial synergy, with the effective capacity of the largest single plant exceeding 30 GWh.

2025-10-29 17:09:39

In order to further consolidate the anti-involution achievements of the photovoltaic industry, leading domestic photovoltaic enterprises are planning to jointly collect and store production capacity, striving to achieve the goal of returning prices to a reasonable range and returning the quality of photovoltaic products to the peak.

2025-10-29 16:51:29

On October 28, Datang Power Generation held a board meeting to consider and adopt the Bill on the Election of the Chairman of the Twelfth Board of Directors of the Company, and agreed that Li Xiaofei was the Chairman of the Twelfth Board of Directors of the Company.

2025-10-29 14:12:00

On October 27, Gansu Wuwei Natural Resources Bureau issued the "Notice of Cancellation of Land Pre-examination and Site Selection Opinions for Jiuduntan 3 Million Kilowatt Photovoltaic Project in Liangzhou District, Wuwei City, Gansu Tengger Desert Hexi New Energy Base", because the construction unit applied to change the content of the original planning permission.

2025-10-29 11:25:23

On October 27, the Three Gorges Group issued a tender announcement for the centralized procurement of photovoltaic modules, inverters and fixed support frames (the first batch) in 2026.

2025-10-28 16:49:04

On October 24, the bidding results of the EPC general contracting project of the 50,000-kilowatt photovoltaic sand control pilot project in Xigaze City in 2025 were announced. The bid winner is Sinohydro Bureau 8 Co., Ltd., with a quotation of 78,241,128 yuan and a unit price of 1.565 yuan/watt.

2025-10-28 11:34:45

On October 24, Ningxia Zhongwei Battery Energy Storage Project EPC General Contracting Public Bidding Project of South Grid Energy Storage Company Technology Company was announced. It is reported that the energy storage system of the project uses lithium iron phosphate batteries, and the installed capacity of the DC side is 720MW/1440MWh.

2025-10-27 17:05:51

On the morning of October 23, the world's largest photovoltaic storage project and the world's first renewable energy project to achieve "all-weather power supply", the UAE RTC photovoltaic storage project started in Abu Dhabi, the United Arab Emirates, and was jointly developed by Masdar and the UAE Hydropower Company EWEC.

2025-10-27 17:03:42

Last week, the expected massive price increase did not happen. Due to limited production capacity and less spot goods, the high-power products that led the previous rise remained at a low level last week, with component transaction prices concentrated at 0.66-0.69 yuan/W. In the first half of the week, five first-line enterprises had no plans to raise prices, while in the second half of the week, their willingness to raise prices was weak. Most enterprises planned to reduce the operating rate from late October to November to cope with the current weak demand and cost pressures.

2025-10-27 15:58:30

On October 22, the EPC general contracting of Yangdu 120MW Tea-Light Complementary Photovoltaic Power Generation Project in Huangshan District of China Electric Power Construction New Energy Company issued a public tender announcement. The tenderer is Huangshan Juyuan New Energy Co., Ltd.

2025-10-27 09:07:43

No one in the world likes thermal power. Who likes thermal power? With 1,000 tons of coal, there are three to five thousandths of dust emissions, carbon dioxide emissions and sulfur emissions after burning. But why are so many thermal power plants built?

2025-10-25 11:00:00

On October 22, China Yajiang Group New Energy Co., Ltd. was established with a registered capital of 1 billion yuan. Its business scope covers new energy power generation, energy storage, equipment manufacturing and sales, hydrogen storage facilities sales and information and data processing services. It is 100% owned by China Yajiang Group and registered in Duilongdeqing District, Lhasa.

2025-10-24 15:52:30

Tesla announced on October 22 that in the third quarter of 2025, the company's revenue was $28.1 billion, up 12% from the same period last year, and its net profit was $1.37 billion, down 37% from the same period last year.

2025-10-23 16:35:12

On October 21, the official of Longji Green Energy announced that it had signed an order with Shanghai Electric Power for 400MW BC components and had started supply this month.

2025-10-23 11:11:19

On October 20, the announcement of the failure of bidding for two photovoltaic power generation projects in Zhaotong City, Yunnan Province was issued. The projects involved are Tianba Photovoltaic Power Generation Project in Zhaoyang District and Banqing Photovoltaic Power Generation Project in Qiaojia County.

2025-10-22 15:09:42

On October 18, a foundation laying ceremony was held for the 100000 kilowatt photovoltaic power generation project in Heqingtan, Yongchang County, Jinchang City, which was constructed by China Nuclear Huachen Southwest Branch.

2025-10-22 11:32:11

On the evening of October 20, Ningde Times (300750. SZ) released three quarterly reports. Data show that the company achieved operating income of 283.072 billion yuan in the first three quarters, an increase of 9.28% over the same period last year; the net profit of shareholders belonging to the parent company reached 49.034 billion yuan, an increase of 36.2% over the same period last year.

2025-10-21 17:12:44

Recently, according to foreign media reports, the European Union officially disclosed the core content of the draft "Industrial Accelerator Act" (Industrial Decarbon isation Accelerator Act, IDAA).

2025-10-21 17:10:55

Recently, the Qingkong New Energy Military-Land Integration 500000 kW Photovoltaic EPC Project in Nilka County, Ili Prefecture, Xinjiang, issued a tender extension announcement again.

2025-10-21 17:01:16

On October 17, China Coal Holdings announced the postponement of EPC bidding for five photovoltaic power generation projects on the same day, and the deadline for bidding and bid opening were postponed to November 3. Among them, many projects have experienced several delays.

2025-10-21 15:55:12

Recently, the Massachusetts Institute of Technology (MIT) has made a decisive breakthrough in the field of concrete batteries-the energy density of its new concrete energy storage technology has increased 10 times compared with the original version two years ago, and the related research results have been publi shed in the Proceedings of the National Academy of Sciences (PNAS) on September 29. It marks a key step towards large-scale practical application of this technology.

2025-10-21 15:43:36

On October 17, several photovoltaic enterprises received orders. Robotko signed a contract of more than 760 million yuan (including tax) for the whole line solution of photovoltaic cells with D holding subsidiary of a domestic photovoltaic company, accounting for about 68.83% of its revenue in 2024.

2025-10-21 11:51:45

Last week, the price of photovoltaic modules continued to rise, the two leading manufacturers took the lead in raising prices, driving a number of leading and small manufacturers to follow up, missed the "golden nine" market, the demand for modules in the fourth quarter finally rose? Recently, it is widely rumored in the market that the production capacity of the photovoltaic industry chain will be limited to less than 65%, and the minimum price of components will be 0.73-0.76 yuan/W.

2025-10-20 15:34:17

On October 15, the 100000 kilowatt photovoltaic project of increasing production and expanding green in the oil and gas industry of Luntai County, Tarim Oilfield, Xinjiang, was officially started. According to the previous EPC tender announcement of the project, the total installed DC side capacity of the project is 120.5131 MWp and the AC side capacity is 100MW.

2025-10-18 11:00:00

The three major technological breakthroughs of solid-state batteries in China are expected to double the endurance. Recently, Chinese scientists have successfully solved the bottleneck problem of all-solid-state metal lithium batteries, enabling the performance of solid-state batteries to be upgraded by leaps and bounds. In the past, 100 kilograms of batteries supported up to 500 kilometers of endurance, but now it is expected to break through the ceiling of 1,000 kilometers. It will become a reality for new energy vehicles to travel from Beijing to Shanghai on a single charge.

2025-10-17 16:05:23

On October 14, Ningxia Electric Power Guoneng Hongsibao New Energy Co., Ltd. "Ningxiang DC" supporting Hongsibao 1.5 million kilowatt new energy base project EPC project (seven tender sections, eight tender sections, nine tender sections) announced the successful candidates. China Construction Eighth Bureau General Contracting Construction Co., Ltd., China Railway Eleventh Bureau Group Co., Ltd. and China Electric Power Construction Group East China Survey and Design Institute Co., Ltd. are the first candidates for the three bidding sections respectively.

2025-10-17 14:50:48

On October 16, Xiexin Technologies announced that the company's photovoltaic materials business recorded a profit of about 960 million yuan in the third quarter. The company's profit during the period included an after-tax gain of about 640 million yuan from the sale of an associated company, turning losses into profits.

2025-10-17 11:22:56

On October 15, 2025, Ningde Times signed a strategic cooperation agreement with Jingdong Group. The two sides will conduct in-depth cooperation in battery consumption market, green transport capacity, logistics warehousing and zero-carbon parks and other fields.

2025-10-16 16:24:01

Recently, the pilot Qingkou Saltworks 250 MW fishing-photovoltaic complementary "photovoltaic composite" project officially started construction. The project was newly built by Pioneer Science and Technology Group with an investment of 1.2 billion yuan, and about 4250 mu of aquaculture water surface was rented from Qingkou Saltworks in Lianyungang, Jiangsu Province.

2025-10-16 14:31:02

On October 16, the bidding results of the mechanism price of incremental new energy projects in Gansu in 2025 were announced. Wind power and photovoltaic power were bidding at the same time. The scale of mechanism electricity was 830 million kilowatt-hours, and the mechanism price was 0.1954 yuan/kilowatt-hour. 61 projects won the bid.

2025-10-16 11:44:20

On October 15, the new energy cloud platform of the State Grid announced the bidding results of Xinjiang's mechanism electricity price, in which the results of photovoltaic clearing were: the scale of mechanism electricity was 3.6 billion kWh, a total of 31 projects, and the mechanism electricity price was 0.235 yuan/kWh; the total scale of wind power was 18.5 billion kWh, a total of 36 projects, and the mechanism electricity price was 0.252 yuan/kWh.

2025-10-15 15:04:53

On October 10, the Department of Ecology and Environment of Guangxi announced the acceptance of environmental assessment and approval of a batch of 500MW photovoltaic power generation projects of Beijing Energy Qinzhou Great Wall Million Kilowatt New Energy Demonstration Base Project (Phase II 850MW). The applicant is Qinzhou Jingneng Clean Energy Co., Ltd., a subsidiary of Beijing Energy Group.

2025-10-15 11:52:45

On October 9, Gemeng Yihe New Energy Co., Ltd. Chayouqianqi Wind and Solar Hydrogen Production Integration Project (Phase I) EPC general contracting tender for new energy part issued the third extension announcement.

2025-10-15 11:45:25

Who would have thought that the oil kingdom of Saudi Arabia is using Chinese technology to transform itself into a global solar power? Why would the oil kingdom embrace solar energy? Because you can sell $20 billion more in oil every year. Saudi Arabia used to rely on fossil fuels for one third of its electricity, giving up more than $20 billion a year in oil export revenue. Now, with China's photovoltaic power generation technology, Saudi Arabia can not only continue to depend on the weather for food, but also export all the fossil fuels saved.

2025-10-14 11:58:54

Recently, technology giant Google announced a long-term partnership with Italian energy storage company Energy Dome to deploy carbon dioxide energy storage technology. So what is CO2 energy storage?

2025-10-13 16:43:36

In the first week after the long holiday, the market for photovoltaic modules has improved a little. Although the willingness to place orders is not strong for the time being, Jinko Energy, the leading manufacturer, has started to raise its quotation again.

2025-10-13 15:13:01

On the evening of October 10, Shanshan announced that the reorganization administrator of its controlling shareholder, Shanshan Group, had submitted the Reorganization Plan (Draft) and would hold the third creditors' meeting on October 21 to vote on the draft.

2025-10-13 11:42:17

Recently, China Power Construction and China Nengjian, two major power central enterprises, have received huge orders of over 30 billion yuan from the Middle East, including 4G W photovoltaic projects. On the evening of October 10, China Energy Construction announced that its subsidiary consortium had signed three new energy general contracts in Saudi Arabia, amounting to about $2.745 billion (about 19.554 billion yuan), involving 3GW wind power and 2GW photovoltaic projects in Saudi Arabia, with a construction period of 26-30 months.

2025-10-12 11:00:00

On September 30, Guodian Power Shanghaimiao Power Generation Co., Ltd. issued a tender announcement for the EPC general contracting public bidding project of 314000 kilowatts of self-generated and self-used new energy projects (214000 photovoltaic). The tenderer is Guodian Power Shuangwei Inner Mongolia Shanghaimiao Energy Co., Ltd./State Energy Group Inner Mongolia Shanghaimiao Power Generation Co., Ltd.

2025-10-11 14:30:27

According to public information, recently, the State Power Investment Corporation Heshun (Dongtai) Offshore Wind Power Co., Ltd. was established with a registered capital of 400 million yuan. Its business scope includes power generation, transmission, power supply (distribution) and other businesses, as well as the installation, maintenance and testing of power facilities.

2025-10-11 11:43:37

Recently, SMA Solar, a German photovoltaic and energy storage inverter manufacturer, announced that it would lay off 300 people in Germany and 50 overseas by the end of 2026 due to weak market and competitive pressure. Layoffs were slightly more than 9%.

2025-10-10 17:10:00

On October 9, the Ministry of Commerce and the General Administration of Customs jointly issued a notice formally incorporating the preparation technology of cathode materials for lithium batteries and related items of artificial graphite anode materials into the Catalogue of Technologies Prohibited and Restricted from Export in China.

2025-10-10 14:23:57

In October 9th, the Shanghai index broke through the 3900 integer mark for the first time in 10 years. Shares of 77 of the 109 photovoltaic listed companies rose collectively, with the highest increase of 17.75%.

2025-10-10 13:43:05