DBM Video: Is Space X going to buy polysilicon from this silicon company?

On April 15, under the witness of Spanish Prime Minister Sanchez, Haichen Energy Storage signed a memorandum of intent on strategic investment cooperation with the government of Navarra Autonomous Region of Spain. The total investment of the first phase of the project is about 400 million euros (about 3.17 billion yuan) to build a large-scale energy storage battery and system manufacturing plant in Navarra, Spain.

2026-04-17 15:10:44

On the evening of April 16, JinkoSolar announced that it expected to ship 13-14 GW of components in the first quarter of 2026, 75-85 GW in the whole year, and about 100 GW (14 GW overseas) by the end of 2026.

2026-04-17 14:44:19

On April 15, the Hebei Development and Reform Commission issued the Announcement on Publishing the List of the First Batch of Provincial Key Private Investment Projects. The first batch of inventory projects was 1402, and 889 non-provincial key construction projects were announced (513 provincial key projects have been announced in the early stage).

2026-04-17 11:10:55

On April 16, Huayou Cobalt announced that in the first quarter of 2026, its operating income was 25.804 billion yuan, an increase of 44.62% over the same period last year. The net profit attributable to shareholders of listed companies was 2.497 billion yuan, an increase of 99.45% over the same period last year.

2026-04-17 11:08:49

According to media reports, Huawei has submitted an application for rights protection to the local intellectual property office on April 3 and received a reply, formally launching rights protection. Huawei claims that there may be more than 10 patent infringements of Sige Xinneng. Huawei's rights protection is just stuck on the eve of the listing of Sige Xinneng.

2026-04-16 17:07:41

On April 14, the EPC tender announcement for the 200 MW/800 MWh independent energy storage project in Jiashi County, Kashgar Prefecture, Xinjiang was issued, and the tenderer was Beijing Runze New Energy Co., Ltd.

2026-04-16 14:59:35

On April 15, the 8th Division of Xinjiang announced the successful candidate for the general contracting (EPC) of the 1 million kilowatt "Grass and Light Complementary" photovoltaic project, and the 4th Construction Group of Shaanxi Construction Engineering (including the Xinjiang Electric Power Design Institute of China Energy Construction Group) ranked first.

2026-04-16 14:43:29

On April 15, Ningde Times released its first quarter report for 2026. The report shows that in the first quarter of 2026, Ningde Times achieved an operating income of 129.131 billion yuan, an increase of 52.45% over 84.705 billion yuan in the same period last year; the net profit attributable to shareholders of listed companies reached 20.738 billion yuan, an increase of 48.52% over the same period last year; the net profit after deduction of non-profits was 18.093 billion yuan, an increase of 52.95% over the same period last year.

2026-04-16 11:42:16

On April 15, South Korean media reported that TerraSus, a subsidiary of South Korea's leading polysilicon company OCI Holding, is negotiating with SpaceX to sign a polysilicon supply contract for its data center and satellite photovoltaic power supply. The contract is expected to last three to five years, with a scale of about 1 trillion won (about 4.62 billion yuan), and is currently negotiating the details of the terms.

2026-04-16 11:26:05

On April 15, data from the Silicon Branch showed that the price of polysilicon continued to decline this week, ushering in the seventh decline of this round of "price reduction tide". The average transaction price of N-type recharging materials dropped to RMB35,300/ton, with a month-on-month decrease of 1.94%; the average transaction price of N-type granular silicon dropped to RMB34,300/ton, with a month-on-month decrease of 2%.

2026-04-15 16:55:47

On April 14, the EPC general contracting project of the first bid section of Dingtang 300 MW/1200 MWh Shared Energy Storage Power Station Demonstration Project in Tongxin County, Ningxia, issued another extension announcement.

2026-04-15 15:03:33

On April 8, the official website of China Electric Power Construction Ningxia Engineering Co., Ltd. reported that recently, illegal elements forged their official seals and employee signatures and signed two contracts involving the 1.5g W photovoltaic power generation project in Urat Rear Banner in the name of the company.

2026-04-15 14:38:12

On April 14, a tender announcement was issued for the 300 MW/1200 MWh Independent Energy Storage Construction Project (Phase I 200MW/800MWh) in Wushan County, Tianshui, Gansu Province. The tenderer was Wushan Lifa New Energy Co., Ltd.

2026-04-15 11:01:57

On April 13, Guizhou Sansui County "400MW Distributed Photovoltaic Power Generation" project design and construction general contracting (EPC) bid rejection announcement, due to major adjustments in project construction scale and implementation content, terminated the relevant bidding.

2026-04-15 10:53:44

Salt Lake shares issued a performance report for the first quarter of 2026 on the evening of April 13. According to the disclosure, the company achieved operating income of 6.432 billion yuan in the first quarter, an increase of 94.89% over the same period last year; net profit after deduction of non-profits was 2.814 billion yuan, an increase of 137.01% over the same period last year; net profit was 2.939 billion yuan, an increase of 147.44% over the same period last year.

2026-04-14 17:03:18

On April 10, Gansu Energy announced that Qingyang New Energy, a wholly-owned subsidiary of the company, planned to invest about 4.38 billion yuan to build the second phase of the 1 million kilowatt new energy project of the pilot project of green power aggregation in Qingyang East Digital West Industrial Park, Gansu Province.

2026-04-14 16:49:12

On April 2, Three Gorges Yunneng Power Generation (Huize) Co., Ltd. was confiscated by Huize County Natural Resources Bureau and fined 103,502 yuan for illegally occupying land and building a 150 MW photovoltaic project on Huize Red Road without authorization.

2026-04-14 13:16:35

China Automotive Power Battery Industry Innovation Alliance announced that sales of power and energy storage batteries in March were 175.1 GWh, up 54.7% annually and 51.6% year-on-year.

2026-04-14 11:09:15

On the evening of April 8, Zhongheng Electric announced that Ningde Times intends to increase its investment in Zhongheng Science and Technology, the controlling shareholder of the company, by nearly 4.1 billion yuan. After the completion of the capital increase, Ningde Times will hold 49% of Zhongheng Science and Technology Investment and 17.42% of Zhongheng Electric, a listed company, indirectly.

2026-04-13 16:58:00

Ningxia 350 MW/1.4 MWh shared energy storage power station EPC project rejection event ushered in the latest reversal. Earlier, on April 7, the bidders of Ningxia Hengdong New Energy and Guyuan Zelingrun New Energy announced that the bidding for 350 MW/1.4 MWh energy storage project was invalid because of the lack of qualifications of Hongde Science and Technology Industry in the bidding party.

2026-04-13 15:43:11

Why in the past two years, we have seen that technology is constantly iterating and our products are constantly innovating, but it has not greatly alleviated the pressure brought by involution, and sometimes it will become more severe.

2026-04-13 14:13:36

According to Longji Green Energy News on April 9, the company recently signed a strategic cooperation agreement with Huawei Digital Energy, which will deepen cooperation in energy storage system integration and other aspects to promote the large-scale landing of energy storage business.

2026-04-10 16:37:09

On April 8, Sige Xinneng, a black horse of energy storage that has only been established for more than three years, officially launched its offering and is expected to be listed on the main board of the Hong Kong Stock Exchange on April 16. Sige Xinneng plans to sell 13.5739 million H shares globally at a price of HK $324.20 per share. The global offering is expected to raise about HK $4.401 billion, and the IPO market value will exceed HK $80 billion.

2026-04-10 15:39:55

On the evening of April 8, Tianhua Xinneng disclosed its performance forecast for the first quarter of 2026. According to the performance forecast, Tianhua Xinneng expects to achieve a net return of 900 million yuan to 1.05 billion yuan in the first quarter of 2026, an increase of 27517 of 53% to 32120 of 45% over the same period last year, with a minimum increase of more than 275 times; Net profit after deduction is expected to be 878 million yuan to 1.028 billion yuan, turning losses into profits compared with-27.3727 million yuan in the same period last year, an increase of 3307.58% to 3855.57%.

2026-04-10 15:29:02

On the evening of April 9, Junda released its first quarter report for 2026. Revenue was RMB1.694 billion, representing a year-on-year decrease of 9.63%; net profit was RMB14 million, representing a year-on-year increase of 113.38%; net profit loss after deduction of non-profits was RMB44 million, representing a year-on-year decrease of 79.97%.

2026-04-10 11:48:15

On April 7, the announcement of Nandu Power Supply showed that Zhu Baoyi, chairman and general manager, planned to reduce his holdings of no more than 14.0493 million shares of the company within three months from April 29, accounting for 1.58% of the total share capital. According to the latest share price, the cash amount was about 162 million yuan.

2026-04-09 16:41:23

On August 8, the average transaction price of polysilicon fell for the sixth consecutive time. The average transaction price of N-type recharging was RMB36,000/ton, down by 1.37% on a month-on-month basis; the average transaction price of N-type granular silicon was RMB35,000/ton, down by 4.11% on a month-on-month basis. N-type dense materials are not quoted again this week.

2026-04-09 15:14:38

On April 3, the website of Chongqing Municipal People's Government published a list of key projects at the municipal level in 2026, including "four batches" of projects started, under construction, completed and reserved. A total of 1382 projects were started, under construction and completed, with a total investment of about 2.9 trillion yuan.

2026-04-09 11:14:02

On April 7, Datang Hebei Zhangjiakou Power Plant Million New Energy Base 290 MW/1160 MWh announced the successful candidate for the procurement of lithium iron phosphate battery energy storage system for supporting energy storage projects.

2026-04-08 17:05:18

On April 7, Yiwei Lithium Energy issued two investment announcements, respectively, in Shanghang County, Longyan City, Fujian Province, and Qidong City, Jiangsu Province, with a total planned capacity of about 110 GWh of new energy storage batteries and a total investment of about 11 billion.

2026-04-08 15:06:32

On April 7, two EPC bidding projects (250MW/1000MWh project and 100MW/400MWh project) for shared energy storage power stations in Jiangkou Village, Pengbao Town, yuanzhou District, Guyuan City, Ningxia were announced to be abandoned at the same time.

2026-04-08 11:49:44

On April 1, the photovoltaic area of China's Hami "Photovoltaic (Thermal) Storage" 1500MW Base Project was started, which is the largest "Photovoltaic (Thermal) Storage" integrated project in the world.

2026-04-08 11:40:49

In 2026, the concept of district energy storage was suddenly detonated. In March alone, there were 171 new district energy storage filing projects in Shandong Province, with a capacity of 10.09 GWh, accounting for nearly 60% of the total energy storage filing in the province! So what is platform area energy storage.

2026-04-07 17:26:31

The war in Iran has led to fluctuations in international oil prices and brought inflationary pressures to Cambodia. Since April 1, the Cambodian government has adjusted import and export tariffs in the electrical and new energy sectors: import taxes on 179 tariff lines, including solar power generation systems, lithium batteries used in notebook computers, aircraft, automobiles and solar energy, have been reduced from 15% to 0%.

2026-04-07 16:13:28

On April 3, the EPC of the 400MW/800MWh independent energy storage power station project in the industrial accumulation area of Xiyang County, Shanxi Province, issued a tender announcement. The source of the project fund is 960 million yuan of self-raised funds, with a unit price of 1.2 yuan/Wh. The tenderer is Shanxi Shisanchu New Energy Technology Co., Ltd.

2026-04-07 16:11:27

On April 2, Daqin Electric Power (Xinhe) Co., Ltd. invited public bidding for EPC general contracting of 600000 kilowatt photovoltaic sand control project in Xinhe County. The project is located in Xinhe County, Aksu, Xinjiang, with a total investment of 1.65 billion yuan, a rated capacity of 600MW, and supporting facilities such as 50MW/100M Wh energy storage and sand control.

2026-04-07 11:24:03

On April 2, Xinzhaoneng (Inner Mongolia) Energy Technology Co., Ltd. issued a tender announcement for EPC design and construction of 1 GW all-vanadium redox flow stack and energy storage system integrated production line.

2026-04-07 11:15:39

Recently, Ganfeng Lithium Industry released its annual report for 2025. During the reporting period, the Company realized revenue of RMB23.082 billion, representing a year-on-year increase of 22.08%, and realized net profit attributable to parent company of RMB1.613 billion, turning losses into profits, representing a substantial increase of 177.77%.

2026-04-03 16:58:56

On March 31, the EPC general contracting of CECEP 300 MW/1200 MWh Independent Energy Storage Project (Phase I) issued a public tender announcement. The project is planned to be constructed in two phases. In the first phase, the 4 # main transformer bay of 330 kV Mengtian substation booster station will be expanded, and a 250 MW/1000 MWh lithium iron phosphate electrochemical energy storage power station will be built in this phase.

2026-04-03 15:09:14

On April 1, Tianzhi Material announced that its wholly-owned subsidiary, Jiujiang Tianzhi, had sued 12 parties, including Shenzhen Yanyi New Material Co., Ltd., Zhejiang Yanyi New Energy Technology Co., Ltd., and Li Sheng, former chief engineer of Tianzhi Material, for trade secret infringement disputes, with claims amounting to 1.472 billion yuan.

2026-04-03 15:07:11

On April 1, Huaneng Yili Gongliu Industrial Park low-carbon transformation 500000 kilowatt photovoltaic project officially started construction.

2026-04-03 11:16:13

On March 31, Lingpai Technologies announced that it intends to transfer 100% equity of Lingpai Research Institute, a wholly-owned subsidiary of Wuqiang Power, at a transfer price of RMB 1.

2026-04-02 16:54:22

On March 31, Sunshine Power released its annual report for 2025, with operating income of 89.184 billion yuan, an increase of 14.55% over the previous year, net profit of 13.461 billion yuan, an increase of 21.97% over the previous year, and both revenue and net profit reached a record high.

2026-04-02 11:07:02

On March 30, the Development and Reform Commission of Ankang City, Shaanxi Province, issued a public announcement on the proposed abolition of guaranteed photovoltaic power generation projects. Due to the lack of substantive construction, it is proposed to abolish the Hanbin Jianmin 100000 kilowatt agricultural-photovoltaic complementary photovoltaic power generation project.

2026-04-02 10:55:31

On March 28, BYD released its annual report for 2025. The annual revenue was RMB803.965 billion, representing a year-on-year increase of 3.46%; the net profit attributable to the parent company was RMB32.619 billion, representing a year-on-year decrease of 18.97%.

2026-04-01 17:06:03

On March 28, BYD released its annual report for 2025. The annual revenue was RMB803.965 billion, representing a year-on-year increase of 3.46%; the net profit attributable to the parent company was RMB32.619 billion, representing a year-on-year decrease of 18.97%.

2026-04-01 16:14:50

On March 27, the change announcement of EPC general contracting project of 100MWp household distributed photovoltaic power generation in Hulunbuir City, Inner Mongolia was issued. The installed capacity (DC side) in the original bidding content is changed from 200 MW to 100 MW, and other contents remain unchanged.

2026-04-01 10:56:16

Recently, Haichen Energy Storage announced the formal signing of a strategic cooperation agreement with Brawn Capital, a renewable energy infrastructure investment institution in the Asia-Pacific region, and plans to reach a cumulative long-term energy storage project cooperation of 3 GWh by 2030.

2026-03-31 15:09:29

On the evening of March 30, TCL Zhonghuan announced that it planned to transfer 8.06% of the shares of a new energy company (before the capital increase) with 258 million yuan in cash, and then increase the capital with 1 billion yuan in cash, obtaining 55.56% of the shares after the capital increase. After the delivery, TCL Zhonghuan will acquire 59.14% of Yidao New Energy for 1.258 billion yuan and control 66.34% of Yidao New Energy, which will become its holding subsidiary.

2026-03-31 11:08:18

On March 27, Jinzhong Heshun 200 MW/800 MWh Shared Network Energy Storage Power Station EPC General Contracting Tender Announcement was issued. The tenderer is Jinzhong Xinruineng Technology Co., Ltd. The total investment of the project is 750 million yuan, equivalent to a unit price of 0.94 yuan/Wh.

2026-03-31 10:59:44