1. DBM Weekly Review: The market is cold before the festival, the silver price falls, and the PV module price falls?
This week, the photovoltaic module market is divided, and the overall transaction price is loose. Although the price of silver has dropped sharply, it has not been transmitted to the battery side, and the quotation of the head manufacturer is stable. Near the Spring Festival, domestic demand is weak, and the transaction price of distribution channels is under pressure to drop by 0.02-0.04 yuan/W. The price of TOPCon modules is partially loose, the price of BC modules is stable, and the price range of HJT modules is narrowed. The price of overseas components has not yet risen, and some traders "rush to transport". Affected by the Spring Festival, logistics was shut down, manufacturers were shut down, and the market entered the off-season. The distributed demand is flat, and the centralized demand is greatly reduced. This week, the price range of each component including tax and excluding transportation is given for reference only.
2. Notice
of the Department of Industry and Information Technology of Guangdong Province on the submission of the annual statistical report of the electronic information manufacturing industry in 2025 and the quarterly and monthly reports in 2026 This is a notice issued by the Department of Industry and Information Technology of Guangdong Province. It is required to do a good job in submitting the annual statistical report of the electronic information manufacturing industry in 2025 and the quarterly and monthly reports in 2026. It is clear that the statistical scope is the relevant enterprises and legal entities with annual revenue of more than 20 million yuan in the province, and the survey includes the basic situation of enterprises. Annual reports, quarterly reports and monthly reports are all directly reported online, which stipulates the contents and time of submission of different reports. Industry and information departments in all cities should attach importance to the organization, and enterprises should report truthfully and on time. If you encounter problems in statistical system and system operation, you can contact the Provincial Electronic Information Industry Association, and the contacts and telephone numbers in the office are also published.
on crystalline silicon photovoltaic modules and laminates. The second double reverse sunset review investigation was initiated on crystalline silicon photovoltaic modules and laminated products originating or imported from China, and the customs codes of the products involved were 8541.42.00.00 and 8541.43.00.00. Stakeholders are required to submit their answers by March 12, and the Border Services Agency will make a final ruling no later than July 2. Previously, Canada launched a double-counter investigation in 2014 and made an affirmative final ruling, and the first sunset review investigation in 2020 also made an affirmative final ruling.
4. The US government "withdraws the lawsuit"! The
United States has made new progress in the dispute over the "Southeast Asian Solar Cell and Import Tariff Suspension Order". Previously, the U.S. Court of International Trade ruled that the order was illegal and should impose retroactive tariffs, which were withdrawn after the U.S. government appealed. At present, only industry associations, component companies and local developers are still appealing, including the American Clean Power Association. The charges were originally filed by Auxin Solar. In April 2022, the United States launched an investigation that led to the contraction of photovoltaic supply in Southeast Asia, and Biden announced a tariff exemption. The industry estimates that retroactive tariffs may exceed $50 billion. Companies still participating in the appeal need to submit opening statements before March 12. If the original judgment is upheld, companies and the U.S. photovoltaic market will be impacted.
4, Shanghai Electric Power announced that the board of directors of the company had recently received the resignation of Xie Jing, deputy general manager and chief accountant. Due to job transfer, Xie Jing applied to resign from these two positions and did not work in listed companies and their holding subsidiaries after her resignation. This news echoes the title "Resignation of Deputy General Manager and Chief Accountant of Shanghai Electric Power", clarifies the subject, reasons and subsequent appointment of the resignation, and shows the changes in high-level personnel of Shanghai Electric Power. On the afternoon
of February 5, Power Investment Energy issued an announcement that the company received a written resignation report from Deputy General Manager Zhao Yiqun. Due to job changes, Zhao Yiqun resigned as deputy general manager. The original term of office of the eighth manager is from September 14, 2024 to September 11, 2027. After his resignation, Zhao Yiqun did not work in Power Investment Energy and its holding subsidiaries, and did not hold shares in the company.
7. Huaneng Henan 80MW Photovoltaic EPC Project Open Bidding!
On February 5, Huaneng Henan Branch Qingneng Company invited EPC public bidding for Luohe and Nanyang "Huaqiang Light" 80 MW roof distributed photovoltaic project, and the tenderer was Huaneng Henan Clean Energy Co., Ltd. The project is located in Henan Province, with a total capacity of 80MW on the AC side, and is developed on the roofs of buildings such as Party and government organs. The scope of bidding covers resource acquisition and other work. The framework is valid for 24 months, and the winning bidder signs the framework contract with the tenderee, submits the performance guarantee, and develops by stages. Consortium bidding is accepted, with no more than 2 members, consisting of design and construction units, and the construction unit is the lead unit. The time of submission and bid opening is 9:00 on February 27, 2026.
浙公网安备33010802003254号