Break the involution and control the low price competition of photovoltaic! The two departments will issue a document again!

In view of the photovoltaic industry, in terms of optimizing the industrial layout and improving the industrial structure, the Plan clearly implements the Guiding Opinions on Promoting the Orderly Transfer of Manufacturing Industry, gives full play to the guiding role of the docking activities of industrial transfer and development, and improves the cooperative mechanism of the orderly transfer of industries in China. In the process of eliminating the "involution" competition, we should achieve high-quality development in photovoltaic and other fields, and govern the low-price competition of photovoltaic and other products according to law.

2025-09-04 15:46:23

The Measures for the Management of Competitive Allocation of On-grid Consumption of New Energy Power Generation Projects in Inner Mongolia Autonomous Region is applicable to specific on-grid consumption of wind power and photovoltaic projects, and the main investors are determined by competitive comparison and selection. The autonomous region determines the scale and layout of development as a whole, and the League cities determine projects and optimize enterprises. The autonomous region shall review and promulgate the regulations, and at the same time clarify the requirements for project construction and supervision, such as starting construction on time and not transferring in violation of regulations, so as to ensure the orderly progress of the project. The measures shall be implemented from the date of promulgation, and shall be subject to the provisions of the national policy adjustment.

2025-09-04 14:50:21

In terms of the new energy power generation price settlement mechanism, the draft solicits opinions on the price standard of the stock project mechanism:

2025-09-04 14:14:10

Over the past year, what is the progress of the current industry's capacity replenishment? What's the effect?

2025-08-29 17:09:17

Hubei Province deepens the market-oriented reform of new energy grid price, promotes the formation of new energy price by the market, improves the medium and long-term and spot trading mechanism, establishes the differential settlement system, and promotes the high-quality development of new energy.

2025-08-28 13:04:53

Guangdong Provincial Energy Bureau issued a draft for soliciting opinions on the implementation of the new national distributed photovoltaic management regulations, and solicited suggestions for the public, aiming at promoting the standardized development of distributed photovoltaic in the province.

2025-08-28 09:19:38

During the 14th Five-Year Plan period, China achieved remarkable results in high-quality energy development, enhanced energy supply capacity, accelerated green low-carbon transformation, breakthroughs in scientific and technological innovation, deepened energy system reform, and maintained a high energy self-sufficiency rate, which provided strong support for the realization of the "double carbon" goal and global energy transformation.

2025-08-27 09:31:55

By 2027, we will take the lead in realizing the extensive and deep integration of artificial intelligence with six key areas, the popularization rate of new generation intelligent terminals and agents will exceed 70%, the scale of core industries of intelligent economy will grow rapidly, the role of artificial intelligence in public governance will be significantly enhanced, and the open cooperation system of artificial intelligence will be continuously improved. By 2030, China's artificial intelligence will fully enable high-quality development, and the penetration rate of new generation intelligent terminals, agents and other applications will exceed 90%. Intelligent economy will become an important growth pole of China's economic development, promoting technology inclusiveness and sharing of achievements. By 2035, China will fully enter the new development of intelligent economy and intelligent society.

2025-08-27 09:26:55

By 2027, the national carbon emission trading market will basically cover major emission industries in the industrial sector, and the national greenhouse gas voluntary emission reduction trading market will achieve full coverage of key areas.

2025-08-26 10:07:35

China's new energy storage is moving from large-scale to high-quality development, and will focus on technological innovation, efficiency improvement and sustainable development in the future.

2025-08-25 09:52:26

The high-quality development of new energy storage is the key support for the construction of new power system, which helps to improve energy efficiency and stability.

2025-08-25 09:52:09

We will accelerate the research and development of key technologies and core components in hydrogen production, storage, transportation and application of renewable energy, and explore the demonstration of comprehensive application of hydrogen energy. We will strengthen the research and development of solid-state batteries, sodium batteries, flow batteries and metal-air batteries, and promote the popularization and application of new energy storage scenarios.

2025-08-22 13:14:09

Qinghai Province has formulated a renewable energy consumption plan for 2025 to promote the development of clean energy and build an efficient energy system, which is now open to the public for comments.

2025-08-19 09:09:55

Chongqing has promulgated detailed rules for distributed photovoltaic management, standardized project filing, construction, grid access and operation management, clarified the requirements for the proportion of self-generated electricity consumption, strengthened safety supervision and credit management, and promoted the high-quality development of photovoltaic.

2025-08-19 09:09:41

In order to promote the high-quality development of incremental distribution network, the Energy Bureau of Inner Mongolia Autonomous Region drafted relevant rules and measures and solicited opinions twice. The document covers incremental distribution network planning, distribution area division, project owner determination, new energy access, dispatching operation, electricity price trading, exit mechanism and other aspects, and also proposes measures to promote new energy consumption, support new energy storage construction, multi-scenario integration application, improve electricity price and market trading policies, and strengthen supervision and management.

2025-08-18 10:03:15

According to the field investigation in November 2023, the technical transformation project of the new dry-process cement production line with a daily output of 4500 tons of clinker of Ningxia Wuzhong Haolong Building Materials Co., Ltd. was started in March 2020 and put into trial production in June 2021. The approved capacity of the project was 4500 tons per day, and the actual capacity increased to 5500 tons per day, exceeding the approved capacity of 1000 tons per day.

2025-08-15 15:15:41

How do securities firms view this vigorous anti-involution action? Can photovoltaic anti-involution successfully boost the rational price recovery? What other factors are needed? Where are the new opportunities for photovoltaic enterprises? Digital New Energy DataBM. Com has sorted out some recent views of securities firms for your reference.

2025-08-15 09:05:26

User side: There is no impact on the electricity price level of residential and agricultural users; for industrial and commercial users, it is expected that the average electricity price of industrial and commercial users in the first year of the implementation of the reform will be basically the same as that of the previous year, or will decrease. Power generation side: It is conducive to promoting the high-quality development of the new energy industry, promoting the construction of new power systems, and integrating into the construction of the national unified power market.

2025-08-08 09:47:35

For the stock new energy projects put into operation before June 1, 2025, after the full amount of electricity is traded in the market, the mechanism price level will be implemented according to the upper limit of the national policy, which is 0.3949 yuan per kilowatt hour (including tax). The bidding work of the incremental new energy projects in 2025 will be organized in August in principle, and the bidding declaration adequacy rate will not be less than 125%. Since 2026, the bidding work will be organized in October of the previous year in principle, and the declaration adequacy rate will be appropriately optimized and adjusted according to the development of new energy.

2025-08-08 09:28:19

In the declaration and evaluation of green liquid fuel technology research and industrialization pilot projects, after expert evaluation, it is proposed to support 9 projects such as CITIC Biological 30000 tons/year cellulosic fuel ethanol to carry out green liquid fuel technology research and industrialization pilot projects, including 8 projects involving green hydrogen production links.

2025-08-07 16:13:14

The Energy Bureau of Anhui Province issued the Notice on the Settlement of New Energy Storage Dispatching and Operation (Draft for Comments), which aims to improve the energy storage dispatching mechanism and promote the high-quality development of new energy storage. It is now open to the public for comments. The deadline is September 8, 2025.

2025-08-07 12:33:05

What is happening in the cement industry?

2025-08-06 07:02:04

On August 4, the Hebei Development and Reform Commission issued the Notice on Organizing the Declaration of Green Power Direct Connection Projects to promote the work of Green Power Direct Connection in an orderly manner. The content of the document shows that in terms of load conditions, priority will be given to supporting enterprises in key industries such as computing power, steel, cement, chemical industry, hydrogen production, lithium-ion battery manufacturing, biomedicine and so on.

2025-08-05 16:17:17

Song Zhiping has been an enterprise for 40 years. During his tenure in China Building Materials Group and China Pharmaceutical Group, he has 18 years of experience as chairman of listed companies. He has turned from an "athlete" of listed companies to a "coach". He has served as chairman of China Association of Listed Companies for more than six years. He has investigated more than 500 listed companies and more than 100 non-listed companies. In recent years, he has integrated his observation and thinking of many enterprises, his experience of communicating with entrepreneurs, and his own experience of doing business, and has written the new book Hard Truth.

2025-08-05 13:03:44

The notice shows that in Inner Mongolia, Sichuan, Yunnan, Qinghai and other places, 41 polysilicon enterprises such as Tongwei Stock, Daquan Energy, Xinte Energy and Runyang Stock will be monitored for industrial energy conservation. The notice requires the competent departments of the Ministry of Industry and Information Technology to submit the monitoring results to the Ministry of Industry and Information Technology (Department of Energy Conservation and Comprehensive Utilization) before September 30.

2025-08-01 10:24:26

Qinghai Province has brought the silicon industry into the scope of energy conservation supervision in 2025, requiring relevant enterprises to cooperate with the supervision work.

2025-07-31 10:43:00

The Energy Bureau of Inner Mongolia Autonomous Region issued a list of the third batch of independent new energy storage projects in 2025, totaling two projects with a total installed capacity of 800000 kilowatts/3.2 million kilowatt-hours, which calls for speeding up the filing construction, grid access and safety management to ensure timely commissioning and standardized operation.

2025-07-30 13:01:27

In order to implement the relevant decision-making and deployment of the Party Central Committee and the State Council, the General Administration of Market Supervision insists on the combination of construction and management, takes the initiative to attack and resolutely rectify the problem of "involution" competition in the field of quality.

2025-07-24 17:59:59

Guizhou Province has introduced a power demand response trading scheme to guide users to adjust their power consumption behavior through peak shaving and valley filling mechanism, so as to ensure the stability of the power system and promote the absorption of new energy.

2025-07-22 10:31:13

Hebei Province issued the Rules for the Implementation of the Development and Construction Management of Distributed Photovoltaic Power Generation (Draft for Opinions) to solicit opinions from the public, aiming at promoting the healthy and sustainable development of the distributed photovoltaic industry and building a new power system. The deadline for feedback is August 21, 2025.

2025-07-21 17:04:33

On July 16, Hainan Development and Reform Commission and Hainan Power Grid jointly issued an announcement announcing the open capacity of distributed photovoltaic distribution network in Hainan Province in the second quarter of 2025, including 10 cities such as Qionghai City and Wanning City.

2025-07-16 13:38:00

Hainan Province promotes the market-oriented reform of new energy grid price, comprehensively promotes the entry of new energy power into the market, establishes a classified policy and market-oriented pricing mechanism, and promotes the high-quality development of new energy industry.

2025-07-10 13:13:24

In the field of application, in the direction of new load, we will focus on supporting new projects in green aluminium, silicon photovoltaic, new energy batteries, non-ferrous metals (including rare and precious metals), data centers, hydrogen energy, phosphorus chemical industry, organic silicon, agricultural products processing, biopharmaceuticals and other industries in line with national and provincial industrial policies, as well as extending and supplementing chains. Priority should be given to supporting industrial projects with strong load regulation capacity.

2025-07-10 09:48:14

The three departments of the state promote the construction of zero-carbon parks, and help achieve the goal of carbon peak and carbon neutralization through eight major tasks, such as energy transformation, energy conservation and carbon reduction, and industrial optimization.

2025-07-09 15:38:42

In 2025, the proportion of green power consumption in steel, cement, polysilicon industries and new data centers at national hub nodes will be increased. According to the proportion of green power consumption in key energy-using industries in 2026, the proportion of green power consumption in steel, polysilicon and cement industries is 25.2% -70%, of which 70% is required in Sichuan, Qinghai and Yunnan, and more than 50% in Hunan, Guangxi and Gansu.

2025-07-09 13:38:59

On July 7, Zhejiang Energy Bureau officially issued the Rules for the Implementation of the Development and Construction Management of Distributed Photovoltaic Power Generation in Zhejiang Province, which clearly States that: For general industrial and commercial distributed PV, the mode of full self-generation and self-use or self-generation and self-use surplus electricity can be selected; if the self-generation and self-use surplus electricity is used for grid connection, the proportion of annual self-generation and self-use electricity in the power generation is not required.

2025-07-08 11:35:56

On July 7, Zhejiang Energy Bureau officially issued the Rules for the Implementation of the Development and Construction Management of Distributed Photovoltaic Power Generation in Zhejiang Province, which clearly States that: For general industrial and commercial distributed PV, the mode of full self-generation and self-use or self-generation and self-use surplus electricity can be selected; if the self-generation and self-use surplus electricity is used for grid connection, the proportion of annual self-generation and self-use electricity in the power generation is not required.

2025-07-08 09:49:33

On July 1, the Development and Reform Commission of Kunyu City, the 14th Division of Xinjiang Construction Corps, issued a public announcement on the list of market-oriented grid-connected new energy projects moved out of the Corps. The nuclear 600000 kilowatt photovoltaic sand control demonstration project in Pishan Farm, the 14th Division of China Nuclear Huineng Xinjiang Energy Development Co., Ltd. was moved out of the list of market-oriented grid-connected new energy projects in the Corps.

2025-07-03 17:46:38

For grid-connected new energy projects from June 1, 2025 (inclusive), before directly participating in market transactions, the on-grid electricity will be settled temporarily according to the monthly real-time market weighted average price of the same type of projects, and will not participate in the recovery and sharing of market operating costs. Among them, after the natural household distributed photovoltaic is included in the implementation scope of the mechanism tariff, it will be liquidated from the date of putting into operation.

2025-07-03 17:33:00

Guangdong Provincial Energy Bureau announced that in the second quarter of 2025, distributed photovoltaic grid connection was difficult to absorb, involving 27 counties and districts in 8 cities, and issued an early warning level for low-voltage distribution network connection.

2025-07-01 09:32:16

Recently, with the approval of the State Council, the State Forestry and Grass Administration, the National Development and Reform Commission and the State Energy Administration jointly issued the Photovoltaic Sand Control Plan for the Gobi Desert Area in the Three North Desert (2025-2030). It is planned that by 2030, 253 million kilowatts of photovoltaic installed capacity will be added and 10.1 million mu of desertified land will be harnessed.

2025-06-26 15:12:41

For stock projects put into operation before June 1, 2025, subsidy projects and parity projects are distinguished. Among them, the mechanism electricity price of subsidy project is 0.25 yuan/kWh, and the proportion of mechanism electricity is 30% of its on-grid electricity; the mechanism electricity price of parity project is 0.262 yuan/kWh, and the proportion of mechanism electricity is 50% of its on-grid electricity. For incremental projects put into operation on or after June 1, 2025, according to the requirements of national reform, the mechanism electricity price shall be formed through bidding; the proportion of mechanism electricity is temporarily 50% of its on-grid electricity.

2025-06-26 11:48:53

According to the Measures, 10 measures will be taken to promote the high-quality development of photovoltaic industry, promote the integration of photovoltaic power generation and photovoltaic manufacturing, and support the construction of a strong industrial province by supporting the coordinated development of enterprises, supporting enterprises to "go out" and supporting industrial transformation and upgrading.

2025-06-25 09:37:22

Jiangxi Province will improve the time-of-use electricity price mechanism, optimize the setting and floating ratio of peak and valley periods, restore the implementation of time-of-use electricity price for general industrial and commercial users, and promote the development of new energy and energy storage, which will be implemented from July 1, 2025.

2025-06-25 08:31:59

Notice of the General Department of the National Energy Administration on Organizing the Pilot Work of Hydrogen Energy in the Field of Energy Forwarded by the Energy Administration of Guangdong Province.

2025-06-24 09:32:23

On June 20, Guizhou Energy Bureau issued a new batch of construction indicators for photovoltaic wind power projects, totaling 21 projects with an installed capacity of 2.305 GW. Among them, there are 8 photovoltaic projects, totaling 1.15G W.

2025-06-23 13:12:17

Fujian Province plans to develop hydrogen energy industry, aiming to form 300 billion output value by 2035, focusing on hydrogen production, storage and transportation, filling and application, building coastal hydrogen energy economic corridor and hydrogenation network, promoting demonstration application in transportation, industry and other fields, and strengthening the construction of innovation platform and the cultivation of industrial chain.

2025-06-18 12:32:13

In 2025, the proportion of new projects included in the mechanism electricity is determined by 20% of the annual on-grid electricity of wind power and photovoltaic projects participating in bidding in 2025. The upper limit of bidding in 2025 is 0.38 yuan/kWh, and the lower limit is 0.26 yuan/kWh. The upper and lower limits of bidding in 2026 and beyond are specified according to the actual situation of Hunan Province.

2025-06-18 11:14:57

On June 3, the website of Hebei Development and Reform Commission issued the Notice of Hebei Development and Reform Commission on Organizing and Declaring the Second Batch of Projects of the Annual Development and Construction Plan of Wind Power and Photovoltaic Power Generation in 2025, which proposed to arrange the scale of 20.48 million kilowatts of wind power and photovoltaic power generation guidance plan in 12 cities of Hebei Province, and required that the scale of security and marketization should no longer be distinguished.

2025-06-04 16:55:43

On May 21, the National Development and Reform Commission and the National Energy Administration issued the Notice on Promoting the Development of Green Power Direct Connection in an Orderly Way, exploring innovative development models for the integration of new energy production and consumption, and promoting the local consumption of new energy.

2025-06-04 10:49:28