DBM Video: Postponed and Terminated! Jiangsu Photovoltaic Enterprises Terminate Two Major Projects and Prepare to Withdraw!

2025-12-08 13:17:39

On December 5, Tianyang New Material announced that it intends to terminate the follow-up investment of "Nantong Photovoltaic Film Project" and "Haian Photovoltaic Film Project" in the company's investment projects. The reason is that the supply and demand of photovoltaic industry capacity has not improved, the film business has suffered losses due to low-price competition, and it is difficult to continue to invest or achieve the expected return.

On December 5, Tianyang New Material announced that it intends to terminate the follow-up investment of " Nantong Photovoltaic Film Project" and "Haian Photovoltaic Film Project" in the company's investment projects. The reason is that the supply and demand of photovoltaic industry capacity has not improved, the film business has suffered losses due to low-price competition, and it is difficult to continue to invest or achieve the expected return. Previously, the

commissioning time of the two projects has been postponed from June 2025 to June 2026, and the "Haian Project" has also experienced a second delay. In addition, the Kunshan film project raised in the same period was terminated on February 15, 2025.

It is reported that up to now, the investment progress of Nantong project is 79.38%, and the investment progress of Haian project is 31.33%. Tianyang New Material announced that the follow-up company will gradually stop the film business, and the completed plant and investment equipment will be transformed, leased, sold or sold at an opportune time.

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According to incomplete statistics, in the past month, the bidding for many energy storage projects in China has been terminated, with a total scale of nearly 3 GWh. Most of the reasons are major changes in the project procurement plan or content.

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On January 23, 2026, TCL Zhonghuan issued a voluntary announcement on the sale of assets by subsidiaries. SPT, a wholly-owned subsidiary of Maxeon, intends to sell 100% of SPMY, a wholly-owned subsidiary of Malaysia, to MFSS for a total consideration of no more than US $51 million (equivalent to about RMB 360 million).

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On January 22, Ningde Times released a series of customized products of "Light Business" (Light Commercial Vehicle) at the new product launch of "Tianxing Second Generation Light Business".

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On January 22, the successful candidates for the EPC project of the first and second bid sections of the 1 million kilowatt photovoltaic project in Midong District of Xinjiang 6806 Energy were announced, and three enterprises were shortlisted.

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Zhongguancun Energy Storage Industry Technology Alliance released 2025 annual energy storage data, by the end of December 2025, the cumulative installed capacity of China's new energy storage reached 144.7 GW, an increase of 85% over the same period last year.

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On January 20, Kubuqi Desert Base Ordos New Energy 1.7 million kilowatts Photovoltaic Project (Phase I Inner Mongolia Jingneng Zhunqi New Energy Co., Ltd. 600000 kilowatts) photovoltaic area EPC general contracting tender announcement was issued, and the tenderer was Inner Mongolia Jingtai Power Generation Co., Ltd.

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On January 19, Huichuan Technology announced that the company was planning to issue H shares overseas and list them on the Hong Kong Stock Exchange.

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On January 20, the board of directors of Xuji Electric received a written resignation report submitted by Chairman Li Juntao. Due to job transfer, Li Juntao resigned from the positions of chairman, director and special committee of the board of directors, and no longer held any position in the company after his resignation.

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Recently, the Ministry of Industry and Information Technology and other six departments jointly issued the Interim Measures for the Management of Recycling and Comprehensive Utilization of Waste Power Batteries for New Energy Vehicles, with the idea of "full channel, full chain and full life cycle", to clarify the system of "integrated scrapping of vehicles and electricity" and battery digital identity card.

2026-01-21 13:07:25

According to Tesla's overseas official website, the company recently launched an all-black household photovoltaic module, with minimalist aesthetic design as the core highlight, while taking into account power generation performance and installation adaptability.

2026-01-20 17:22:48

China Automotive Power Battery Industry Innovation Alliance released a cumulative domestic power battery loading volume of 769.7 GWh from January to December 2025, a cumulative year-on-year increase of 40.4%.

2026-01-20 14:48:46

On January 16, the announcement on the invalidity of all information and bidding process of the bidding activity of "EPC general contracting and supervision of 500 MW 2 GWh grid-type independent energy storage project in Aksu area" was issued.

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On the evening of January 19, Trina Solar issued a performance forecast for 2025. The company's net profit loss in 2025 is expected to be 6.5-7.5 billion yuan, and the non-net profit loss is 6.9-7.9 billion yuan.

2026-01-20 11:51:02

On January 16, Chuneng New Energy signed a strategic cooperation agreement with local Egyptian enterprises WeaCan and Kemet. According to the agreement, Chuneng New Energy will supply a total of 6GWh energy storage products to Egypt in stages to ensure the safe and stable operation of the products in the Egyptian power system and provide full-cycle technical support services.

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On January 16, the tender announcement for general contracting of photovoltaic area construction of Luntai 500MW photovoltaic power generation project in Tarim Oilfield of Xinjiang was issued, and the tenderer was PetroChina Tower Oil (Luntai) New Energy Co., Ltd.

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On the evening of January 18, Longji Green Energy disclosed its annual performance forecast for 2025, predicting a net profit loss of 6 billion to 6.5 billion yuan and a non-net profit loss of 6.8 billion to 7.4 billion yuan, narrowing the loss from the same period last year.

2026-01-19 11:48:53

Recently, the Ordos Kusha 400000 kilowatt 1.6 million kilowatt independent energy storage power station has been put on record. The energy storage power station is located in Ordos City, Inner Mongolia Autonomous Region, with a total investment of 1.22937 billion yuan.

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On January 15, the EPC project of the third bid section of Xinjiang 6806 Energy Midong District 1 million kilowatt photovoltaic project was tendered by Jiatai Fumei (Urumqi) Energy Co., Ltd.

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On January 13, Fulin Seiko announced the termination of major asset restructuring and planned to issue shares to specific targets. Fulin Seiko intends to introduce Ningde Times as a strategic investor, and to adjust the original planned subsidiary Jiangxi sublimation equity cooperation to a comprehensive strategic cooperation of equity and business of listed companies.

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On January 16, China Three Gorges New Energy (Group) Co., Ltd. announced that the board of directors of the company completed the election and appointed senior managers and securities affairs representatives. It is reported that the third board of directors consists of nine directors, and Zhu Chengjun was elected chairman.

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On January 14, Ningxia Yanchi Huianbao 200 MW/800 MWh Shared Energy Storage Power Station EPC General Contracting (Phase I and Phase II) Project issued a notice of bid rejection. Due to the problems of project financing and implementation, the follow-up work can not be carried out for the time being. It is decided that the bid of this project will be rejected temporarily.

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The first company whose IPO was terminated in Shenzhen Stock Exchange in 2026 was born. On January 11, the Shenzhen Stock Exchange issued a decision to terminate the examination of Zhuhai Saiwei's initial public offering and listing on the GEM. Due to the withdrawal of the application for issuance and listing of Zhuhai Saiwei and the sponsor China Merchants Securities, the Shenzhen Stock Exchange decided to terminate the examination of its issuance and listing in accordance with relevant regulations.

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On January 13, Tianzhi Material announced that Jiujiang Tianzhi, a wholly-owned subsidiary of the company, received the Criminal Judgment issued by the People's Court of Lianxi District, Jiujiang City, Jiangxi Province, on January 12, 2026. It is reported that Jiujiang Tianzhi Company has established a strict confidentiality system for its core electrolyte production technology.

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Signed an order, more than all the company's revenue in the past nine years combined? On January 13, Rongbai Technology threw out a huge purchase agreement to shake the market, announcing the signing of a cooperation agreement with Ningde Times on the purchase of lithium iron phosphate cathode materials. From the first quarter of 2026 to 2031, Rongbai Technology is expected to supply about 3.05 million tons of lithium iron phosphate cathode materials to Ningde Times, with a total sales amount of more than 120 billion yuan. It is the largest single purchase agreement in the history of the industry.

2026-01-15 11:48:22

On the evening of January 13, Yuexiu Capital, a household photovoltaic giant, announced that on January 9, Chairman Wang Shuhui resigned due to job changes and no longer held any positions in the company and its holding subsidiaries.

2026-01-14 17:04:24

On January 13, Sichuan Huadian Daocheng Lilang Phase I 250 MW Photovoltaic Project EPC General Contracting Tender Announcement was issued, and the tenderer was Sichuan Huadian New Energy Co., Ltd.

2026-01-14 14:51:43

On January 13, the Ministry of Commerce announced that from January 14, 2026, countervailing duties will continue to be imposed on imports of solar-grade polysilicon originating in the United States, and anti-dumping duties will continue to be imposed on imports of solar-grade polysilicon originating in the United States and South Korea for a period of five years.

2026-01-14 11:41:37

On January 13, the main contract of lithium carbonate futures in Guangzhou Futures Exchange broke through the 170000 yuan/ton mark, up more than 9%, and finally closed at 166980 yuan/ton, a new high since October 2023.

2026-01-13 17:18:00

On January 8, the 100MW Tea-Light Complementary Photovoltaic Power Generation EPC General Contracting Project in Pigeon Mountain Village, Honglin Town, Xuancheng City, Anhui Province was terminated due to insufficient valid bidders.

2026-01-13 17:01:49

On January 11, foreign media disclosed that the United States and Canada officially launched the recall procedure of Volvo EX30 on the grounds that the batteries of some models had potential fire hazards.

2026-01-13 15:14:50

On January 9, Shanxi Hejin Shangchu New Energy Technology Co., Ltd. announced the rejection of the EPC tender for Shanxi 400MW/800MWh grid-side shared energy storage, because the Power Energy Co., Ltd. of the Fifth Bureau of China Construction failed to sign a contract with the tenderer within the prescribed time as required by the tender documents after the end of the bid-winning publicity period.

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On the evening of January 12, Jingao Technologies issued its annual performance forecast for 2025. It is estimated that the net profit loss attributable to shareholders of listed companies in 2025 will be 4.5 billion to 4.8 billion yuan, and the net profit loss after deducting non-recurring gains and losses will be 4.8 billion to 5.1 billion yuan.

2026-01-13 14:40:29

On January 12, 2026, the Development and Reform Commission of Hebei Province issued the Announcement on the Proposed Adjustment of Wind Power and Photovoltaic Projects Due to Participate in the Centralized Grid-connected Action in 2025.

2026-01-13 11:12:07

On January 9, a ship carrying 28950 tons of lithium concentrate from Mali, Africa, arrived at Yangpu Port, which will provide stable raw materials for Hainan Xingzhihai New Materials Co., Ltd. to produce 20000 tons of battery-grade lithium hydroxide annually. This is the first batch of new energy minerals declared by Yangpu with "zero tariff" after the closure of Hainan Free Trade Port.

2026-01-12 16:01:50

On the evening of January 9, the Ministry of Finance and the General Administration of Taxation announced that on April 1, the export tax rebate for value-added tax of photovoltaic products would be abolished.

2026-01-12 14:34:59

On January 9, the Ministry of Finance and the State Administration of Taxation issued the Announcement on Adjusting the Export Tax Rebate Policy for Photovoltaic and Other Products. According to the announcement, from April 1, 2026 to December 31, 2026, the export tax rebate rate for value-added tax of battery products will be reduced from 9% to 6%; from January 1, 2027, the export tax rebate for value-added tax of battery products will be abolished.

2026-01-12 13:45:58

On January 8, the tender announcement for EPC general contracting of 2 million kilowatt photovoltaic project in Midong District of Logic Lattice was issued, and the tenderer was Xinjiang Logic Lattice New Energy Power Generation Co., Ltd.

2026-01-12 10:58:07

On the morning of January 9, China Datang Group Co., Ltd. held an enlarged meeting of the leading group to inform the Central Committee of the decision on Comrade Zhao Jianjun's appointment as deputy general manager and member of the Party Group of China Datang Group Co., Ltd. The above appointment shall be handled in accordance with the relevant laws and regulations.

2026-01-09 16:55:00

On January 8, an Asiana Airlines passenger plane flying from Incheon International Airport in South Korea to Hong Kong, China, caught fire in the cabin during the flight.

2026-01-09 15:44:40

On January 8, the correction announcement of EPC bid-winning results of 300MW/1.2G Wh grid-type energy storage project in Xinjiang Kuche Automobile Market was made. The original bid winner is the Third Engineering Co., Ltd. of China Railway Electrification Bureau Group, with the bid price of 10285 billion yuan. Now the bid winner is changed to China Construction Second Engineering Bureau Co., Ltd. with the bid price of 1028.48 million yuan.

2026-01-09 15:43:10

On January 4, 2026, the Hebei Development and Reform Commission issued a notice on the list of key construction projects in Hebei Province in 2026. In 2026, there were 747 key construction projects in the province, with a total investment of 1.56 trillion yuan, including 30 photovoltaic industry projects with a scale of over 6.53 GW.

2026-01-09 14:30:00

On January 8, it was reported that the General Administration of Market Supervision interviewed photovoltaic associations, Tongwei, Xiexin, Daquan, Xinte, Asian Silicon, Oriental Hope and other enterprises.

2026-01-09 10:46:57

Recently, according to local media, Tesla has become the world's largest supplier of energy storage batteries. In 2025 alone, it deployed 46.7 gigawatt hours, mainly from the super factories in Lathrop, California, and Shanghai.

2026-01-08 15:17:17

On January 7, a multi-sectoral symposium on power and energy storage battery industry was held to study and deploy work related to standardizing industrial competition order. More than ten head power battery companies, including Ningde Times and BYD, as well as energy storage batteries and integrators, participated in the meeting. According to the participants, the main content of the meeting also focused on the industry's "anti-involution".

2026-01-08 14:33:02

Recently, Huawei Technologies Co., Ltd. applied for a patent named "Perovskite battery and its preparation method and application" (publication number CN121218767a, application date August 2025), which belongs to the field of battery technology, including transparent conductive substrate and other structures, which is conducive to improving its reverse bias stability and high temperature and humidity environment stability.

2026-01-08 13:01:53

On December 31, Salt Lake shares took the lead in issuing the 2025 annual performance forecast, which showed that the company expected to achieve a net profit of 8.29-8.89 billion yuan in 2025. Year-on-year growth of 77.78% ~ 90.65%; net profit after deduction of non-profits was RMB8.23 billion ~ 8.83 billion, representing a year-on-year growth of 87.02% ~ 100.66%.

2026-01-07 15:45:14

Zhong Baoshen, chairman of Longji Green Energy: break the path dependence and insist on technological innovation. Photovoltaic value should be reflected in the whole life cycle efficiency, scenario adaptation and customer value, the essence of which is to reduce the cost of electricity and break through the bottleneck of photoelectric conversion efficiency.

2026-01-07 15:22:16

It's so annoying to compare goods with goods! In the same Φ3.3m kiln, he endured it, but he was so lucky that he could not replace it according to the 2:1 reduction ratio of the restricted category. And I, did not endure, (want to sell again) luck can only be so bad! Why didn't you get through it at that time! If you get through it, the probability of selling in the same city is my priority. According to the market value of capacity indicators, at least more than 20 million will be "lost". There is no regret medicine in the world!