People who brave a dangerous situation  in the cold winter! Is the 52.6 Billion Bet on 33 Photovoltaic Projects in 5 Provinces a Big Bet or a Foresight?

2025-06-04 12:21:15

The photovoltaic industry, which once took advantage of the "double carbon" Dongfeng to rise, is now in deep winter, and the serious mismatch of production capacity has led to price collapse, enterprise losses, bankruptcy, layoffs and other phenomena. However, under such a difficult background, the deep-seated chill of the market has not stopped the enthusiasm of some local governments to attract investment for photovoltaic projects. Up to now, many parts of the country are still carrying out investment plans to continue to promote the landing of photovoltaic manufacturing projects.

The photovoltaic industry,

which once took advantage of the "double carbon" Dongfeng to rise, is now in deep winter, and the serious mismatch of production capacity has led to price collapse, enterprise losses, bankruptcy, layoffs and other phenomena.

However, under such a difficult background, the deep-seated chill of the market has not stopped the enthusiasm of some local governments to attract investment for photovoltaic projects. Up to now, many parts of the country are still carrying out investment plans to continue to promote the landing of photovoltaic manufacturing projects. According to Digital New Energy DataBM,

the details of "crazy overweight" photovoltaic projects

in

5 places are as follows:

Karamay City in Xinjiang and Habahe County in Altay have released nine photovoltaic investment projects, with a total investment of over 30 billion yuan , involving crystalline silicon and perovskite batteries, components and other links.

Among them, the investment attraction photovoltaic base project released by Karamay City on January 10 includes 12 GW TOPCon high-efficiency photovoltaic cells and 5G W high-power photovoltaic module production line. Total investment up to 109.

are respectively the new project with annual output of 5G W high-efficiency solar cells, High-efficiency photovoltaic module production project, annual production of 3GW high-efficiency photovoltaic module manufacturing project, inverter and electrical equipment production project.

covers the main industrial chain links of drawing rods, slices, batteries, and modules." As well as silver paste, brackets, spare parts and other supporting projects.

400 million yuan , and the annual production capacity of 2G W photovoltaic modules will be formed after the completion of the project.

For example, on May 21, 2025, the Management Committee of Baotou Equipment Manufacturing Industrial Park in Inner Mongolia issued a public consultation announcement on the Industrial Development Plan of Baotou Equipment Manufacturing Industrial Park (2024-2035). According to

the document, for the solar energy industry, by the end of 2030, the park will add 120GW monocrystalline silicon, 60GW slices, 30GW cells and 30GW modules; By the end of 2035, 50GW of monocrystalline silicon, 25GW of slices, 20GW of cells and 20GW of modules will be added.

are predictable, Promoting the expansion of the local photovoltaic industry is still the https://www.databm. in the next 10 years . same problem exists in the Xi'an municipal government.

On May 15, Xi'an , Shaanxi Province, also issued the Implementation Plan for Xi'an to Support the Capacity Improvement of the Photovoltaic Industry Chain (2025-2027). The production capacity of silicon wafers and batteries in the city reached 120 GW and 130 GW respectively, ranking first in the world in terms of silicon wafer shipments; the production capacity of modules reached more than 10 GW, and the production capacity of inverters exceeded 76 GW .

According to public data, the market share of photovoltaic modules in Shaanxi Province has ranked first in the world for three consecutive years, and the shipment of silicon wafers has ranked first in the world for nine consecutive years.

In addition, in addition to the two areas mentioned above, in January and April 2025, Sichuan Province has issued two documents, namely, Several Measures to Support the Sustainable and Healthy Development of Photovoltaic Manufacturing Industry and Work Program for Building a Strong Chain of New Energy Industry Chain in Sichuan Province (2025-2027).

In terms of the layout of the photovoltaic industry chain, it is required to focus on solving the shortage of production capacity of electronic grade polysilicon, photovoltaic glass, silver paste, crucible, battery components and other links . We will consolidate the scale advantages of polysilicon and high-efficiency solar cells, moderately expand the scale of low-consumption and high-efficiency production capacity such as rod drawing and slicing, and develop cutting-edge products such as new high-efficiency solar cells. At the same time, it is required to speed up the research and development of advanced photovoltaic technologies such as large-size ultra-thin silicon wafers, perovskite batteries and compound thin film batteries.

The document points out that by 2027, an industrial cluster with coordinated development of the whole industry chain will be built, with the output value of the industry exceeding 500 billion yuan, and a photovoltaic industry base with important influence in the world will be built.

In recent years, local governments have long been experienced in attracting investment and promoting the healthy development of local economy. It is impossible not to know the problems faced by the photovoltaic industry, but they still ignore the fact that "overcapacity is serious" and it is urgent to speed up the liquidation. They continue to have great enthusiasm for promoting scale expansion. Is it gambling or foresight? The sobering agent of

people who brave a dangerous situation : "cutting down projects" and "changing the track"

However, while large-scale expansion plans emerge one after another, some local governments and some regions are keenly aware of the industry crisis, thus opening up new ways to wake up from the goal of purely pursuing scale leadership. Anhui Province is a typical representative of the transformation to the leading direction of industrial technology.

On April 10, the Information Office of the People's Government of Anhui Province held the "Year of Concentrating on Building Advanced Photovoltaic and New https://www.databm.2024

with International Influence". Anhui Province promptly persuaded and suspended 7 cross-border cell and module projects, involving more than 80 GW of production capacity; no silicon material and silicon wafer (crystal pulling) projects were introduced throughout the year, and the total production capacity of new contracted photovoltaic cell and module projects decreased by 90% and 82% year on year.

Standing in the mid-term stage of "double carbon", photovoltaic industry, as an important force to achieve carbon emission reduction goals, although many regions actively launch attraction plans according to their own development needs, must not "attract investment for investment" and blindly incre ase investment in photovoltaic industry.

At present, under the pressure of serious mismatch between supply and demand and serious price competition, the main industry chain enterprises of photovoltaic industry have entered a large area of continuous loss.

In this context, local governments should focus more on the application of new technologies, increase investment in R & D, encourage enterprises to carry out technological innovation, improve the conversion efficiency and quality of photovoltaic products, and reduce production costs, rather than just focus on those construction projects that have been "rolled up".

All can be viewed after purchase
Correlation

Digital New Energy DataBM. Com learned that on June 27, the Development and Reform Bureau of Guangnan County, Yunnan Province, issued the announcement of the first batch of new energy projects in Guangnan County in 2025.

2025-07-01 17:48:11

Digital New Energy DataBM. Com was informed that Anhui Keshida Technology Co., Ltd. submitted an application to the People's Court of Jintan District, Changzhou City, Jiangsu Province, requesting the bankruptcy liquidation of Huanyu Photovoltaic Technology (Changzhou) Co., Ltd. on July 1, with the case number (2025) Su 0413 breaking 37.

2025-07-01 17:46:50

On June 28, Gushanliang 3GW/12.8GWh Energy Storage Power Station Project in Ordos City started construction. The project is located in Engebei Town, Dalate Banner, with a total investment of 11.2 billion yuan. Five companies have invested in the construction, involving seven projects. It is planned to be completed and put into operation on December 30, 2025.

2025-07-01 10:44:19

The title is "Domestic Concrete Price Statistics in June". This statistics involves the price of concrete in many regions of the country, including the prices on June 30 and May 31, as well as the month-on-month and year-on-year data (unit: yuan/m3). Among them, the region with larger ring-to-ring change value is Ningxia, and the ring-to-ring value is more significant than other regions; the regions with relatively smaller ring-to-ring change value are Chongqing and Sichuan, and the ring-to-ring value is less significant than other regions.

2025-07-01 10:14:14

According to Reuters, on June 28, the US Senate is urgently pushing forward the revision of the "Big and American" tax and spending bill.

2025-06-30 18:40:02

Recently, some people in Tik Tok, WeChat group and other network platforms spread the information that there is a 1G W photovoltaic industry in Shaya County, Aksu Prefecture, Xinjiang Uygur Autonomous Region bidding to the outside, and the local government refuted the rumor: the information is not true! On June 25, the Development and Reform Commission of Shaya County, Aksu Prefecture, Xinjiang Uygur Autonomous Region, issued an explanatory document stating that, after verification, the information that "Shaya County has 1GW photovoltaic industry bidding for external bidding sections" was false.

2025-06-30 18:38:45

According to the documents of Damao Banner Development and Reform Commission, recently, Inner Mongolia Infrastructure Development and Construction Co., Ltd. has applied for cancellation and approval of the first and second phases of the project of green chemical integration of wind and solar hydrogen production because the builder decided not to implement the project.

2025-06-30 15:10:56

On the one hand, the annual production capacity of all sectors of the industry exceeds 1100 gigawatts, and there is a periodic oversupply. On the other hand, some local governments are still keen on attracting investment, launching projects, giving land, policies and funds.

2025-06-30 14:08:26

Digital New Energy DataBM. Com learned that on June 27, Mengla County, Yunnan Province, issued the announcement of the results of the first batch of centralized photovoltaic power generation project investors in 2025.

2025-06-30 12:20:11

Wang Jifeng, chief engineer of China Southern Power Grid, said in his keynote report "Discussion on Energy Storage of New Power Systems" at the recent 13th International Energy Storage Summit Exhibition that the ballast stone of the new system is still energy storage, and the development of energy storage directly affects the success or failure of the new power system. Thermal power generation will be reduced to less than 10% by 2060, and new power systems need to be equipped with a large amount of energy storage.

2025-06-30 09:12:39

Digital New Energy DataBM. Com learned from Jingdong Asset Trading Platform that the administrator of Shenhua (Beijing) Photovoltaic Technology Research and Development Co., Ltd. will auction the bankruptcy Qiangqing Platform in Jingdong at 10:00 on July 10, and publicly auction a batch of 44 MW production line supporting equipment and projects owned by the company.

2025-06-30 09:12:30

Digital New Energy DataBM. Com learned that on June 24-25, the EIA of two photovoltaic power plant projects under Datang Group and Jingxu Yaodu made new progress.

2025-06-30 09:12:20

Digital New Energy DataBM. Com was informed that Jiangsu Fox Electric Group Co., Ltd. submitted an application to the People's Court of Haian City, Jiangsu Province, requesting the bankruptcy liquidation of Jiangsu Fox Solar Photovoltaic Co., Ltd. on June 25, with the case number (2025) Su 0685 breaking 109.

2025-06-30 09:12:10

On June 27, * ST Mubang and Xingshuaier issued announcements respectively, disclosing the latest progress of 10g W photovoltaic cell project and 2GW high-efficiency solar photovoltaic module construction project.

2025-06-27 18:14:10

Digital New Energy DataBM. Com was informed that on June 24, the successful candidate of equity investment + EPC general contracting for 800000 kilowatt photovoltaic power generation composite project in Shizuishan City, Ningxia, was announced.

2025-06-26 17:58:23

Digital New Energy DataBM. Com learned from Yao'an County Investment Promotion Bureau that on the afternoon of June 24, Yunnan Chuxiong Yao'an County successfully signed a contract for the production of new thin film photovoltaic modules with an annual output of 100 MW.

2025-06-25 17:30:26

According to foreign media reports, on June 19, the Dutch Ministry of Economic Affairs said that the country had selected 1792 MW photovoltaic projects in the 2024 round of SDE + + plan, including 1237 MW ground installation projects, 448 MW industrial roof systems and 107 MW floating photovoltaic installation facilities.

2025-06-25 17:30:07

The DataBM. Com of digital new energy first learned about the relevant personnel of Yibin local photovoltaic enterprises, including Gaojing and Heguang Tongcheng.

2025-06-25 16:26:06

Over the past 40 years, he has been deeply engaged in the research, design and industrialization of new glass materials, presided over many national projects, led the team to break the technological monopoly of foreign countries in float glass, photovoltaic glass, display glass and other fields, promoted the field of new glass materials in China to achieve a major leap forward, realized the related technology from weak to strong, and ranked among the international advanced ranks. He is a leader in the field of new glass materials in China.

2025-06-25 10:19:12

Digital New Energy DataBM. Com learned from the asset trading platform that the judicial auction of Jinan Intermediate People's Court of Shandong Province, which began at 10:00 on June 23, 2025, ended at 10:28 on June 24, and the auction target was "11 groups of mortgaged solar photovoltaic power generation systems provided by Feicheng Runfeng Electric Power Co., Ltd.". It is reported that the auction experienced 129 bids, 65 delays, and finally sold for 6.3635 million yuan.

2025-06-24 10:58:18

On June 23, the official website of the Bureau of Ecology and Environment of Fuyang City, Anhui Province, released the Summary of the Work of New Energy and Energy-saving and Environmental Protection Industries in Fuyang City in 2024 and the Work Plan for 2025.

2025-06-24 09:48:36

According to incomplete statistics of digital new energy DataBM. Com, 10 countries, including the Romania, Jordan, Kuwait, the United States, South Korea, Germany, Ivory Coast, India, the Philippines and Ukraine, have recently launched tenders for photovoltaic, wind power and energy storage. Statistics show that in the recent 10 overseas renewable energy tenders, the total capacity of solar energy tenders has reached 9.84 GW, wind energy 3.25 GW, energy storage 4 GWh, in addition to the Philippines over 10 GW photovoltaic wind power project tenders.

2025-06-23 18:06:32

According to foreign media reports, on June 16, Bila Solar, an American solar module manufacturer, announced that it had produced solar modules at its Indianapolis plant, all from ES Foundry.

2025-06-23 17:35:41

Recently, the General Administration of Market Supervision has comprehensively carried out national supervision and spot checks on product quality in 2025, and will carry out national supervision and spot checks on 164 products. Focusing on ensuring the healthy and orderly development of emerging industries, power batteries, unmanned aerial vehicles, photovoltaic modules, electric vehicle charging piles, etc. Will be included in the scope of spot checks, and the results of spot checks will be released comprehensively, accurately and timely, and typical illegal cases will be exposed.

2025-06-23 10:46:54

Digital New Energy DataBM. Com learned that on June 20, the National Enterprise Bankruptcy Restructuring Case Information Network issued a notice on the public recruitment and selection of pre-restructuring investors in the pre-restructuring case of Wuxi Suntech Solar Power Co., Ltd.

2025-06-23 09:16:07

Digital New Energy DataBM. Com learned from the asset trading auction platform that the administrator of Jiangsu Fengguyuan Energy Storage Technology Research Institute Co., Ltd. will auction the bankruptcy Qiangqing Channel in Taobao Ali at 10:00 on July 20, and publicly auction 100% of the company's Xizang, Mengshi Fengguyuan Photovoltaic Technology Co., Ltd.

2025-06-20 18:15:33

On June 19, Hebei Huadian Leting 300MW Photovoltaic Base Project PC General Contracting Tender Announcement was issued. The project is tendered by Huadian Leting New Energy Co., Ltd. and the source of funds is self-financing.

2025-06-20 18:14:58

On June 20, Zhejiang Baida Seiko Co., Ltd. issued a reply announcement on the Information Disclosure Regulatory Inquiry Letter of Shanghai Stock Exchange on the Company's 2024 Annual Report. In the announcement, Baida Seiko responded to the decline in performance in 2024 and the development plan of photovoltaic business, and disclosed the construction progress of 4.5G W TOPCON cell project.

2025-06-20 18:10:20

This week, the scope of price loosening of photovoltaic modules has expanded significantly.

2025-06-20 16:09:42

What is happening in the cement industry?

2025-06-19 07:02:02

Digital New Energy DataBM. Com learned that on June 17, Hunan Chendian New Energy Development Co., Ltd. issued the announcement of the first batch of photovoltaic module procurement waste in 2025.

2025-06-18 17:41:49

Digital New Energy DataBM. Com was informed that on June 16, the results of public bidding for EPC project of Lingwu 2 million kilowatt composite photovoltaic base project (seven, eight, nine, ten, eleven and twelve bidding sections) of Ningxia Electric Power Guoneng Lingwu New Energy Co., Ltd.

2025-06-18 17:40:11

On June 17, according to foreign media reports, the Philippine Department of Energy (DOE) will conduct the fourth round of green energy auction (GEA-4) on September 2. The auction aims to approve more than 10GW of solar and wind capacity for commercial operation between 2026 and 2029.

2025-06-18 17:35:32

Digital New Energy DataBM. Com has learned that recently, Baicheng Public Resources Trading Center of Jilin Province issued the announcement of the transfer of management rights of photovoltaic power generation project under Taonan Energy Bureau in 2012.

2025-06-16 18:05:32

The New Energy DataBM. Com was informed that on June 13, Guangdong Shaoneng Zhongguan Energy Co., Ltd. issued an EPC tender announcement for 300 MW distributed photovoltaic and 300 Mwh energy storage projects for industry and commerce.

2025-06-16 09:08:45

Digital New Energy DataBM. Com learned from the asset trading auction platform that Jinan Intermediate People's Court of Shandong Province will conduct a judicial auction on the auction platform at 10 o'clock on June 23, 2025, with 11 groups of mortgaged solar photovoltaic power generation systems provided by Feicheng Runfeng Electric Power Co., Ltd. The appraisal price of the subject is 4.4836 million yuan, the starting price is 3.13852 million yuan, and the margin is 620000 yuan.

2025-06-16 09:07:55

What is happening in the cement industry?

2025-06-16 07:01:37

Recently, Shen Desheng, Secretary of Liaoyuan Municipal Party Committee, went to Liaoyuan North Cement Co., Ltd. to investigate the operation and production of the enterprise. It is reported that Liaoyuan North Cement has improved its quality and efficiency around the cement clinker industry, with its output value increasing by 89% from January to May compared with the same period last year.