DBM Video: National Energy Group Breaks Ground on 214 MW PV Project!

On March 4, the Silicon Branch released the price of polysilicon for this week, and the average transaction price fell sharply on a month-on-month basis: the average price of N-type recharging materials was 48,300 yuan/ton, down 6.58%; the average price of N-type dense materials was 45,400 yuan/ton, down 6.20%; the average price of N-type granular silicon was 44,000 yuan/ton, down 12.87%.

2026-03-06 10:59:11

On March 2, the 214 MW photovoltaic part of the 314 MW full self-use project in Etok Qianqi, Inner Mongolia was officially started. The project was constructed by Inner Mongolia Shanghaimiao Power Generation Co., Ltd. of the State Energy Group, adopting the mode of "wind and solar power generation, full self-use, and power consumption of thermal power plants".

2026-03-05 15:25:33

On March 2, Yanchi Beidi 1GW/4GWh Shared Energy Storage Demonstration Power Station Project issued a tender announcement for EPC general contracting. The project is located in Yanchi County, Wuzhong City, Ningxia. The tenderer is Yanchi County Zhichuang Yucu New Energy Technology Co., Ltd. with a total investment of 3.6 billion yuan.

2026-03-05 14:57:18

Let the market play a decisive role in resource allocation. (First) It is in line with the national industrial policy orientation. Second, government funds can only assume limited liability if they want to participate in the project.

2026-03-05 11:32:52

Wood Mackenzie's Latest Report Heavy Warning! With the acceleration of energy transformation, global lithium demand will exceed 13 million tons in 2050, more than twice the baseline forecast. Without large-scale new investment, the supply gap will appear as early as 2028, and the existing capacity will not be able to support the demand in the mid-2030s.

2026-03-04 17:15:23

On March 3, Wesker New Energy (Binzhou) Co., Ltd. announced the change of EPC bidding results for the first phase of the 300MW/600MWh shared energy storage project in Wudi County.

2026-03-04 16:35:53

At present, the development of AI is very rapid, and the application of AI undoubtedly needs the support of electricity. I also saw an article published by Li Chuangjun, Director of the New Energy Department of the National Energy Administration, a few days ago. According to the article, our goal for the 15th Five-Year Plan is to ensure that all new electricity consumption each year will be provided by new renewable energy sources.

2026-03-04 15:15:08

On the evening of March 3, Shanshan issued an announcement on the progress of the reorganization of controlling shareholders. The company received a notice on the same day that the draft reorganization plan had been submitted to the creditors' meeting on February 28. The fourth creditors' meeting of the merger and bankruptcy reorganization case of Shanshan Group and Pengze Trade was held on March 2, and the voting deadline was 17:00 on April 15.

2026-03-04 11:40:44

On the morning of March 1, Baiyu County, Ganzi Prefecture, Sichuan Province, held a centralized commencement ceremony for key projects in the first quarter of 2026. It covers clean energy and other fields, involving an investment of 2.6 billion yuan.

2026-03-04 11:06:48

On March 2, Ningxia Zhongwei Yunneng Gantang 500MW/2000MWh Shared Energy Storage Power Station Project EPC General Contracting Tender Announcement. It is reported that the project is funded by 2.239 billion yuan of self-financing, and the tenderer is Ningxia Yunneng New Energy Co., Ltd.

2026-03-03 16:17:30

On February 28, Haibo Sichuang released its 2025 annual performance report, which showed that in 2025, Haibo Sichuang achieved a total operating income of about 11.604 billion yuan, a substantial increase of 40.32% compared with 8.270 billion yuan in the same period last year.

2026-03-03 16:15:53

On March 2, Guizhou Province announced the list of major projects and key projects in 2026, involving 3427 projects, including 170 photovoltaic projects.

2026-03-03 16:13:01

On February 28, Inner Mongolia Alxa League started the construction of the photovoltaic sand control project along the Yellow River. As a key project of the sixth phase of the "Three North" project, the project will construct a three-dimensional control mode of "power generation on the board, sand fixation under the board and grass planting between the boards" in the Alashan section of the West Bank of the Yellow River.

2026-03-03 11:34:46

On February 27, China Innovation Airlines issued a performance forecast that the company's net profit in 2025 would be about 2.025 billion yuan to 2.193 billion yuan, up about 140% to 160% from the same period last year.

2026-03-02 16:57:17

On February 28, the Ningde Municipal Government of Fujian Province and the Ningde Times signed the Ningde "Zero Carbon and Science and Technology" Gulf City Strategic Cooperation Agreement.

2026-03-02 14:04:37

On February 27, Huadian Group issued a notice of successful candidates for the 800000 kilowatt high-efficiency photovoltaic module procurement bidding project in Hexi New Energy Base, Tengger Desert, Gansu Province. Longji Leye Photovoltaic Technology Co., Ltd. and Zhejiang Aixu Solar Energy Technology Co., Ltd. were shortlisted, with the winning unit price of 0.754 yuan/W and 0.704 yuan/W respectively.

2026-02-28 15:28:42

On February 27, China Energy Construction announced that it planned to raise no more than 9 billion yuan to invest in four new energy projects.

2026-02-28 11:32:10

Recently, Xcel Energy announced that it has reached a formal agreement with Google to deploy a 300 MW 30 GWh iron-air battery system in Minnesota.

2026-02-27 15:35:43

On February 26, Daquan Energy announced its business performance in 2025 and its polysilicon production forecast data in 2026.

2026-02-27 14:48:25

In October 2025, a tender for a 500 MW/2000MWh energy storage project with a total investment of 1.877 billion yuan in Xinjiang Kuqa Market attracted attention, and the consortium of central enterprises won the bid with 1.739 billion yuan. However, in January 2026, the bidding agent declared the bidding invalid because the winning bidder did not pay the service fee and failed to contact the tenderer.

2026-02-27 11:47:33

On February 24, First Solar, an American photovoltaic company, applied to the United States International Trade Commission (ITC) for a "337 investigation" against 47 photovoltaic companies, involving multinational enterprises such as China, Germany, India, Japan and South Korea, on the grounds that the TOPCon technology patent (US9130074B2) had been infringed.

2026-02-27 11:34:35

On February 24, Xinjiang Turpan Zhitai Electric Power Development Co., Ltd. released the bidding results of EPC general contracting for 100000 kW/400000 kWh energy storage power station. The announcement shows that the project was won by Xinjiang Electric Power Design Institute Co., Ltd. of China Energy Construction Group.

2026-02-26 14:41:58

Recently, Zhongneng Shengshi Maigaiti County 1 million kilowatt photovoltaic sand control power generation project (EPC bid section, supervision bid section) announced the flow of bids, the reason for the flow of bids is that the number of bidders did not meet the bid opening conditions.

2026-02-26 11:53:10

On February 25, the Zimbabwean government announced an immediate suspension of all exports of raw materials and lithium concentrates, including goods in transit. In the future, only enterprises with valid mining rights and approved concentrators will be qualified for export, and agents and third-party traders will be prohibited from exporting.

2026-02-26 10:52:38

On February 23, Trina Solar said that the company recently announced a cooperation with Spanish EPC to provide a total of 360MW intelligent tracking system solutions for its two major photovoltaic projects in Spain. The partnership plans to deliver approximately 11,000 units of the Trailblazer 1p single-row tracking system.

2026-02-25 17:00:28

On February 24, Tianhe Energy Storage announced a strategic cooperation with Gore Street Capital, an energy storage investment institution, and the two sides will jointly participate in a newly established special private equity fund, the EU Energy Storage Fund.

2026-02-25 16:26:38

On February 13, the tender announcement of Huadian Jiangxi 2026 Distributed Photovoltaic Project EPC General Contracting Project (two bidding sections) was issued.

2026-02-25 15:00:24

Recently, China Energy Construction International Group, together with Zhejiang Thermal Power and Southwest Institute, won the bid for the largest independent energy storage project in Africa, Nefer titi 1 GWh energy storage project in Benban, Egypt.

2026-02-25 13:18:53

On the evening of February 24, Tongwei issued a heavy announcement that it was planning to purchase 100% of Qinghai Lihao's equity and raise matching funds by issuing shares and paying cash. Trading in Tongwei shares, convertible bonds and convertible bonds will be suspended from the opening of the market on Wednesday, February 25, 2026, and is expected to be suspended for no more than 10 trading days.

2026-02-25 10:26:15

The TOP10 ranking of global energy storage system shipments in 2025 is coming, with global energy storage system shipments reaching 421.16 GWh in 2025, a substantial increase of 75.48% over the same period last year.

2026-02-24 16:36:17

Recently, Hebei, Jiangsu, Ningxia, Shanxi, Sichuan, Hainan, Fujian, Tianjin and Xizang Autonomous have released a list of key construction projects in 2026, including 79 photovoltaic related projects in seven provinces, with installed capacity exceeding 21.94 GW.

2026-02-24 11:48:34

On February 6, the bidding plan announcement of Gongzha Photovoltaic Power Generation Project in Ganzi Township was issued, and the tenderer was Chuantou (Xiangcheng) New Energy Co., Ltd.

2026-02-10 16:57:23

Recently, some media reported that Sunshine Power will invest in the construction of its first manufacturing plant in Europe.

2026-02-10 16:13:18

On February 5, United Solar Holding, a solar polysilicon manufacturer, officially put into operation its 100,000-ton polysilicon project in Oman.

2026-02-10 13:48:37

On the evening of February 6, Rongbai Science and Technology announced that it had received the Prior Notice of Administrative Penalty issued by Ningbo Regulatory Bureau of the Securities Regulatory Commission because of suspected misleading statements in major contract announcements.

2026-02-09 17:23:21

On February 8, Wuhan Municipal People's Government and Chuneng New Energy signed an investment agreement for Wuhan Chuneng Phase II 80 GWh New Energy Battery Production Project.

2026-02-09 17:21:55

"Deploy 100 GW of solar energy to space every year"! At the end of the year and the beginning of the year, Musk's bold idea ignited the long-suppressed enthusiasm of the photovoltaic industry, and then Li Xiande, Gao Jifan and other big men publicly stood in line, and space photovoltaic became the boiling point of the photovoltaic industry in 2026.

2026-02-09 17:06:04

Recently, the news that Ningde Times wants to buy Huawei Digital Energy at a price of hundreds of billions of yuan has been widely spread in the industry, and the acquisition plan has been changed several times, and even the plan is about to be officially announced.

2026-02-06 16:36:57

On February 5, 2026, the successful candidate for the 350MW EPC project of the third bid section of the 1 million kilowatt photovoltaic project in Midong District of 6806 Energy was announced. There are 3 bid winning candidates, and the bid winning unit price is 1.723-1.765 yuan/W.

2026-02-06 16:32:37

On February 5, Guoxuan Gaoke announced that it planned to raise no more than 5 billion yuan, which would be used for the annual output of 20 GWh power battery project, Guoxuan Gaoke 20 GWh new energy battery base project, new lithium-ion battery (20 GWh) intelligent manufacturing base project and supplementary liquidity after deducting the issuance fee.

2026-02-06 13:04:19

In the first half of the week, the momentum of the surge in the component market temporarily stalled. As the year gets closer and closer, the overall pace of the market slows down. An obvious signal is that the leading big factories that have taken the lead in raising prices have not yet released higher new quotations this week. On the contrary, many small and medium-sized manufacturers and dealers have already reduced their prices.

2026-02-05 17:12:13

On February 4, Liu Yiyang, executive Secretary-General of China Photovoltaic Industry Association, said that at present, space photovoltaic technology is still in the early stage of exploration and verification, and it is too early to determine a clear technical direction.

2026-02-05 16:19:04

Foreign media reported that during the Turkish President's visit to Riyadh, Turkey and Saudi Arabia signed an agreement on renewable energy power plant projects. Saudi companies will invest $2 billion to build two photovoltaic power plants with a total capacity of 2G W in Sivas Province in eastern Turkey and Karaman Province in central Turkey. The total installed capacity of solar and wind power projects in Turkey in the future is expected to reach 5G W.

2026-02-05 11:12:12

On February 3, following the signing of Egypt's 6 GWh energy storage order in January, Chuneng New Energy signed another overseas order yesterday, signing a strategic cooperation agreement with Saudi Al Rajhi Electrical and Shanghai Yitong in Dammam, Saudi Arabia, for the next three years. Chuneng will supply a total of 5.5G Wh of energy storage products to Al Rajhi Electrical.

2026-02-04 17:34:08

On February 1, 2026, Penghui Energy announced that the company had submitted its IPO application to the Hong Kong Stock Exchange on January 30.

2026-02-04 11:51:12

On February 2, Musk posted on SpaceX's website that SpaceX acquired xAI to create a "vertically integrated innovation engine" covering a complete technology chain from the ground to space. The merger is a prelude to SpaceX's planned listing this year, or the largest listing in history, which plans to raise $50 billion at a valuation of about $1.25 trillion.

2026-02-03 16:58:53

On February 1, Daqin Electric Power (Kunming) Group Co., Ltd., a subsidiary company of "Shaya County Qin Power Investment New Energy Co., Ltd. 490000 kW Photovoltaic Sand Control" EPC Project (2025) Bid Section I (the second time), announced the successful candidates. Hangyang Electric Power Construction Co., Ltd. (The leader of the consortium) and Xinjiang New Energy Research Institute Co., Ltd. (The member of the consortium) are the first candidates with the bidding price of about 2.49 yuan/W.

2026-02-02 17:18:05

Countless blood and resources were invested, but no strategic goal could be achieved. There was no winner in this sad charge and trench warfare. Looking at today's photovoltaic and energy storage industries, although we have passed the stage of the arms race of the crazy expansion of production capacity, the price war is still hitting the bayonet red, the gross profit margin is as thin as a cicada's wing, or even negative, that is, streaking without clothes, is it like a soldier fighting for every inch of position in the muddy trench?

2026-02-02 13:42:52

On January 28, Lintan County 300 MW Distributed Photovoltaic Corridor Project (PC) general contracting successful candidates announced that Gansu First Construction Group Co., Ltd. and China Construction Fifth Engineering Bureau Co., Ltd. were the first successful candidates for the first and second bidding sections respectively, with the bidding unit price of 2.77 yuan/W.

2026-01-30 16:47:39

On the evening of January 28, Xiexin Technologies announced that it had entered into a convertible bond subscription agreement with CPICIM AI Computing Power SP, totaling no more than HK $1.17 billion, equivalent to about RMB 1.042 billion, and the proceeds were used for investment and M & a funds.

2026-01-30 14:21:18