DBM Video: Over 7 GW in Half a Month! Longji, Jingke, Tianhe, Jingao … Many photovoltaic enterprises win big orders!

Since November, a number of photovoltaic enterprises have received overseas orders: JinkoSolar signed a 300 MW module supply agreement with Japan DMM Co., Ltd. on November 17, and signed a 2GW photovoltaic module purchase intention agreement with China Energy Construction Group on November 14 to supply modules for Saudi projects.

2025-11-20 11:19:32

From the perspective of prospects and the expansion of new scenarios, we should say that we are still very optimistic. For example, some of our new industries, such as electric vehicle, big data center, artificial intelligence, high-end precision manufacturing, are accelerating their development. Its rapid development is highly dependent on stable and low-cost power supply. In addition, India's response to extreme weather has also created a rigid demand for green power.

2025-11-19 15:02:16

At that time, the purity of four nines was considered to be very high in our chemical analysis. And we know that for every order of magnitude increase in purity, the cost and price basically increase by an order of magnitude.

2025-11-19 11:43:47

Recently, Inner Mongolia Wulanchabu 1.05 GW/6.3 GWh compressed air energy storage project EPC general contracting tender announcement, the project is located in Lihua Town, Zhuozi County, Wulanchabu City, Inner Mongolia.

2025-11-18 16:04:35

On November 17, the main contract of lithium carbonate futures rose and stopped, closing at 95200 yuan/ton, a new high since July 2024. Benefiting from the sustained rise in the price of lithium carbonate, A-share energy metals, batteries and other sectors rose significantly, and the concept of lithium ore rose sharply across the board. Since mid-October, the price of lithium carbonate has fluctuated upward, with a cumulative increase of nearly 30%.

2025-11-18 16:02:42

Yes, it's hard to choose between them. They are all very good technologies. But I think if we look at the history of photovoltaics, the evolution of the last decade, has been using more and more high-performance technologies.

2025-11-18 13:12:23

On November 14, Ningde Times announced that Huang Shilin, the third largest shareholder and core co-founder of the company, intends to reduce 45.6324 million shares of the company through inquiry transfer, accounting for 1% of the company's total equity.

2025-11-17 17:03:19

On November 10, Gansu Huadian Gannan Xiahe 100 MW Muguang Complementary Photovoltaic Power Generation Project started.

2025-11-17 16:22:06

On November 13, local time, the Consumer Product Safety Commission of the United States issued a statement saying that Tesla announced a recall of about 10500 Powerwall 2 energy storage systems sold between November 2020 and December 2022, which involved a total of about $84 million, or about 590 million yuan.

2025-11-17 15:53:51

Last week, the price of photovoltaic industry chain fluctuated like a roller coaster. In the first half of the week, there was panic selling in the silicon wafer sector and prices fell. On November 13, a number of leading enterprises jointly raised the price, and the price was stable at about 1.3 yuan per piece. Component prices fell in varying degrees last week, and some leading companies withdrew their notices after sudden price cuts in the middle of the week, but the downward pressure on the market is still increasing.

2025-11-17 15:27:31

On November 13, Jiangsu Yancheng Public Resources Trading Platform released three photovoltaic projects planned to issue EPC general contracting bidding plan in December 2025, with a total construction scale of 585 MW.

2025-11-16 10:30:20

China will launch the 15th Five-Year Plan for Power Batteries to promote the development of new battery industry.

2025-11-14 15:09:28

On November 13, the website of Shaanxi Provincial Market Supervision and Administration announced the case of Longji Green Energy Technology Co., Ltd.

2025-11-14 15:05:13

On November 12, the successful candidate for the EPC general contracting project (bid section I) of the 600,000-kilowatt photovoltaic sand control project in Xinlong Kaisheng Yecheng County was announced. There are two finalists, the first is the Second Construction Engineering Co., Ltd. of China Construction Third Engineering Bureau and Hubei Zhicheng Construction Co., Ltd., with a quotation of 1320.8 million yuan and a unit price of 3.302 yuan/watt; The second is Baijing Construction Group Co., Ltd., with a quotation of 1,439.2 million yuan and a unit price of 3.598 yuan/watt (the unit price is calculated as 400 MW).

2025-11-14 13:01:53

In October, the number of new energy storage projects filed nationwide was 1,045, with a year-on-year decrease of 5.26%; the total scale exceeded 128.9 GWh, with a year-on-year increase of 223.94%. According to the published data, the corresponding total investment of the project is 59.361 billion yuan.

2025-11-14 11:46:34

On November 12, Haibo Sichuang announced the signing of the Strategic Cooperation Agreement with Ningde Times for a period of ten years from January 1, 2026 to December 31, 2035.

2025-11-13 17:11:15

On November 11, Shandong Meijin New Energy released the tender announcement of Meijin Jining 300MW/1200 MWh Compressed Air Energy Storage Project (EPC).

2025-11-13 16:44:09

Recently, the third phase of 2G W fishing-photovoltaic complementary power generation project in Zhanhua District, Binzhou, the world's largest fishing-photovoltaic complementary project contracted by China Electric Power Construction Co., Ltd. was officially started. Located in Binhai Town, Zhanhua District, Binzhou, Shandong Province, the project is planned to be 2G W, supporting the construction of the largest 220 kV photovoltaic booster station and transmission line in Asia.

2025-11-13 13:33:29

On November 10, Xinjiang Guoyang New Energy Technology Co., Ltd. issued a tender announcement for the design, procurement and construction of the 1 million kilowatt photovoltaic project (EPC general contracting) in Midong District of Xinjiang.

2025-11-13 11:29:00

On November 6, the 100 MW photovoltaic sand control project in Wangshu, Wuwei, Gansu started. The project is located in the 5 million kilowatt photovoltaic sand control demonstration base in Jiudun Beach, Liangzhou District, Wuwei City, Gansu Province. It is planned to build a new 100MW, supporting 15 MW/60 MWh energy storage system.

2025-11-11 17:06:07

Recently, some investors asked CSG A on the interactive platform about the full production time of Qinghai high-purity silicon business and the second phase polysilicon plan. CSG A responded that the Qinghai high-purity silicon project is currently advancing trial production as planned.

2025-11-11 16:30:30

On November 9, some media reported that Chuneng New Energy, the leading energy storage battery company, is intending to take over the new energy automobile company Weima Huanggang Factory, which has been shut down for more than two years, to open a new model of "battery enterprise + vehicle manufacturing".

2025-11-11 14:43:28

On November 7, Datang Jinneng Qiziwan 200MW Photovoltaic Power Generation Project EPC General Contracting Photovoltaic Module (TOPCon) Equipment Competitive Negotiation Announcement was issued. The project is located in Qiziwan, Muguan Island, Huangdao District, Qingdao, Shandong Province. It is planned to purchase 715 Wp monocrystalline N-type TOPCon double-sided double-glass photovoltaic modules, which will be delivered on November 30, 2025 and expected to be connected to the grid with full capacity on December 30.

2025-11-11 11:48:28

Last week, the photovoltaic module market was in a downturn, the signing focused on low-cost products, and the domestic market "entered winter". The price of silicon wafers and batteries is declining, the cost support of components is weakening, the superimposed demand is sluggish, and the price of components may decline in a new round at the end of the year.

2025-11-10 17:32:47

On November 7, Shanxi Energy Bureau announced the List of the Third Batch of Wind Power and Photovoltaic Power Generation Scale to be Abolished in 2025, and a total of eight 457,000 kilowatt photovoltaic and wind power projects were abolished. Among them, 7 photovoltaic projects were involved, with a scale of 447000 kilowatts.

2025-11-10 11:47:50

On November 8, the commencement ceremony of Xinjiang Wushi 250000 kW/1 million kWh grid-type independent energy storage project was held in Wushi County Photovoltaic Industrial Park.

2025-11-10 11:43:36

On November 6, the tender announcement for the project of 200000 kW/800000 kWh electrochemical independent energy storage power station in Shanshan County, Xinjiang, was issued.

2025-11-07 16:03:50

Recently, Datang issued a tender announcement for EPC general contracting of photovoltaic projects in Fujian and Chongqing, with a total capacity of 130MW. On November 5, Datang Fujian Fuan Xiwei 80 MW Fishery Complementary Photovoltaic Power Station New Project EPC General Contracting Tender Announcement was issued, and the tenderer was Fujian Datang International Ningde Power Generation Co., Ltd. The project scale is 80MW.

2025-11-07 11:10:30

Did you find out? In the first week of November, the expected price increase did not come, but the price of components began to fall quietly! In November, some manufacturers could not sit still and directly started the "impulse" mode at the end of the year ahead of schedule, further pushing down the market price.

2025-11-06 17:06:04

On October 31, the public resources trading platform of Yibin City, Sichuan Province, issued the announcement of the bidding plan for the energy storage power station project in Wuliangye Industrial Park.

2025-11-06 16:33:16

On November 4, the successful candidate for the 500,000-kilowatt photovoltaic (EPC) project in Nilka County, Yili Prefecture, Xinjiang was announced.

2025-11-06 15:10:44

On November 4, Guoneng e-Recruitment released the announcement of successful candidates for EPC general contracting project of Ganluo Phase II Photovoltaic Power Generation Project of Dadu River Company. The project unit is Guoneng Dadu River New Energy Ganluo Co., Ltd.

2025-11-06 11:54:11

On November 3, China Electric Power Construction Jilin Institute announced the results of the transaction of the energy storage system equipment procurement project for the EPC general contracting project of the sub-project 1 of the 1 million kilowatt and 4 million kilowatt hour independent energy storage project on the power supply side.

2025-11-06 11:41:18

On November 4, the successful candidate for EPC general contracting of the photovoltaic area of Luntai 200MW photovoltaic power generation project in Tarim Oilfield, Xinjiang, was announced. China Construction Fourth Bureau Installation Engineering Co., Ltd., China Petroleum (Xinjiang) Petroleum Engineering Co., Ltd., and China Gezhouba Group Electric Power Co., Ltd.

2025-11-05 16:54:46

On October 31, 2025, Zhejiang Quzhou Photovoltaic Cell Enterprise Xinyi New Energy Technology (Quzhou) Co., Ltd. issued a notice on the company's cessation of operation. Due to the force majeure that the state has made major policy adjustments to the photovoltaic industry and strictly regulated the production capacity of the industry, the shareholders'meeting has decided to completely stop operation from that day in accordance with relevant laws and regulations.

2025-11-05 14:18:03

On November 3, the tender announcement for PC general contracting of photovoltaic power generation project of Shougang Group Mining Company was issued, and the tenderer was Huadian (Qian'an) New Energy Co., Ltd.

2025-11-05 11:20:07

Following British volt, Swedish Northvolt and other companies, BMZ, a veteran German battery company, recently officially announced its application for bankruptcy protection.

2025-11-04 17:04:27

On October 31, the Energy Bureau of Ordos City, Inner Mongolia, issued the "Inner Mongolia Hub Node Kubuqi Desert Clean Energy Base Project Investment and Development Leading Enterprise Optimization Plan".

2025-11-04 16:32:23

On November 3, Yunnan Guangnan County Development and Reform Bureau announced the withdrawal of 13 new energy project investment and development entities, including 11 photovoltaic projects (865 MW) and 2 wind power projects (290 MW).

2025-11-04 14:31:07

On November 2, the successful candidate for EPC general contracting of Bid Section 1 of Ruoqiang Photovoltaic Power Generation Project in Bazhou, Tarim Oilfield, Xinjiang was announced. A total of 3 enterprises were selected.

2025-11-04 11:20:18

On October 31, the leaders of 11 leading polysilicon enterprises held a meeting in Shanghai to further confirm the core details of the operation mode, equity allocation, fund raising and responsibility division of the polysilicon storage consortium platform.

2025-11-03 16:58:22

On October 31, Shengxin Lithium Energy announced that the board of directors of the company had considered and approved the Bill on Terminating the Issuance of H Shares and Listing on the Hong Kong Stock Exchange, and the company decided to terminate the planned issuance of H Shares and listing on the main board of the Hong Kong Stock Exchange.

2025-11-03 16:56:38

At the end of October last week, the component market was still light, and prices were mixed during the week. A leading company raised its quotation in the first half of the week, but few of them followed the rise, because there were many futures contracts, the momentum of the rising transaction price was insufficient, and the overall upward trend was difficult to show. In the last two months at the end of 2025, the rush to install at the end of the year is hard to reappear. According to our research, the domestic component production schedule in November is stable and declining, between 40-44 GW.

2025-11-03 15:53:55

Recently, in Bazhong Economic Development Zone, Sichuan Province, the project of producing 1.5g Wh sodium-ion batteries annually was officially announced. The total investment of the project is 500 million yuan. The production line of 1.5g Wh sodium-ion batteries and the R & D and innovation center of sodium-ion batteries are planned to be constructed, with an estimated annual output value of 600 million yuan.

2025-11-03 13:22:33

On October 28, Kuqa Runshang Energy Storage Co., Ltd. issued an EPC tender for 300 MW 1.2 GWh grid-type energy storage to build 300 MW 1.2 GWh lithium iron phosphate energy storage and a 220kV step-up gathering station.

2025-10-31 15:37:09

On October 24, Huaneng Wuhe 100m W water surface centralized photovoltaic power generation project was signed and landed.

2025-10-31 14:42:45

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