DBM Video: Trina Solar: Demand Will Improve Significantly from the Second Half of the Year! 20% of module battery capacity will be eliminated

Old iron, after Tongwei rose last week, seven manufacturers raised their quotations in the first half of the week. This round of price increase is mainly due to the price increase of silicon wafers and batteries, the downward transmission of upstream raw material cost pressure, and the gradual landing of component-side price adjustment this week.

2026-08-13 17:20:59

On August 11, the tender announcement for the procurement of lithium iron phosphate battery energy storage system equipment for the 300 MW/1200 MWh energy storage power station project in Chengde County, Hebei Province was officially issued. The tenderer is Hebei Jiaotong Detai New Energy Technology Co., Ltd.

2026-08-13 16:10:06

On August 12, Haining Picheng announced that its wholly-owned subsidiary, Haining Picheng New Energy Development Co., Ltd., intends to acquire 100% equity of 38 photovoltaic companies affiliated to Zhejiang Shengmao, Haining Juhui and Haining Xinjie with 226 million yuan in cash, and has signed relevant equity transfer agreements on August 11.

2026-08-13 15:02:59

Recently, Shijiazhuang, Tangshan, Qinhuangdao, Baoding, Zhangjiakou, Hengshui, Chengde, Langfang and other eight places in Hebei Province have issued opinions on the investigation and disposal of independent energy storage projects.

2026-08-13 11:39:01

On August 11, the change announcement of Mingte 700 MW Photovoltaic Power Generation Project (Phase I 300000 kW) in Fuping County, Baoding City, Hebei Province was issued. In the original bidding documents, "not accepting consortium bidding" is adjusted to "accepting consortium bidding".

2026-08-13 11:33:14

On the evening of August 11, Hekang Xinneng disclosed its plan to raise additional capital by issuing a shares to indirect controlling shareholder Mei Group, with the amount of capital raised not exceeding 1.652 billion yuan. It will invest in the R & D and industrialization of photovoltaic grid-connected inverters, high-voltage inverters, household energy storage and other projects, as well as the construction and R & D projects of distributed photovoltaic power plants.

2026-08-12 16:40:33

On August 11, the tender announcement for EPC general contracting of 500 MW/2000 MWh grid-side independent shared energy storage demonstration project in Qixiang, Zhongning, Xingchu was issued. The tenderer is Xingchu New Energy (Zhongning County) Co., Ltd.

2026-08-12 15:36:52

Trina Solar Predict Domestic demand in the second half of this year will be significantly better than that in the first half, and overseas demand is expected to continue to grow.

2026-08-12 11:34:47

On August 10, ContourGlobal, an international independent power producer, announced that it had signed a 3 GWh battery energy storage system supply agreement with Ningde Times.

2026-08-12 11:09:33

On August 10, the Central China Branch of Beijing Jingneng Clean Energy Power Co., Ltd. officially started construction of the 100m W fishing-photovoltaic complementary photovoltaic project in Wangji Town, Siyang County, Suqian City, Jiangsu Province.

2026-08-11 17:30:43

On August 11, China Mineral Resources announced that Jiangxi Zhongkuang Lithium Industry, a wholly-owned subsidiary of the company, had temporarily stopped production and maintenance of two high-purity lithium salt production lines since June 30 due to the mismatch between the transportation cycle of its own lithium concentrate and the production scheduling of its own salt plant.

2026-08-11 15:03:39

On August 10, Trina Solar announced that Gao Jifan, the company's actual controller, and Jiangsu Panji, a concerted actor, intend to reduce their total holdings of 36.3 million shares through inquiry transfer, accounting for 1.55% of the total equity, on the grounds of "their own capital needs".

2026-08-11 13:51:58

According to foreign media reports, at about 4 pm on August 8, a fire broke out in the photovoltaic glass manufacturing plant of Xinyi Solar Energy in JIIPE Special Economic Zone, Jinshi County, East Java Province, Indonesia. The fire started in the area of No.6 and No.7 coating furnaces. The accident caused a worker's leg burns. After 45 minutes of fighting, the fire was brought under control.

2026-08-11 11:19:48

On August 9, Chuneng New Energy Yichang Phase II 80 GWh Lithium Battery Industrial Park was officially put into operation, mainly producing energy storage batteries, power batteries and PACK modules. With a total investment of 22 billion yuan, it took only 10 months from start-up to commissioning, two months ahead of schedule.

2026-08-10 15:09:05

China Nengjian Guanwei disclosed that its subsidiaries have recently won the bid and signed a large number of projects, including five photovoltaic power generation projects, with a total installed capacity of more than 1.3GW.

2026-08-10 14:39:39

On August 3, the People's Government of Jiangyin City, Jiangsu Province, issued a public announcement on the environmental impact report of the fishing-photovoltaic complementary power generation project (re-approval) of the State Power Investment Corporation of Wuxi Xinggang New Energy Co., Ltd.

2026-08-10 13:19:39

On August 7, Longpan Technology announced that the Company and LG New Energy (LGES) signed a three-year two-way supply framework agreement for 2026-2028: according to the agreement, during the period from January 1, 2026 to December 31, 2028, Longpan Technology will supply LGES with lithium iron phosphate materials, with an annual transaction cap of 9 billion yuan and a total of 27 billion yuan in three years; Longpan Technology will purchase related products from LGES, with an annual ceiling of 6 billion yuan and a total of 18 billion yuan in three years. The two annual caps total 45 billion yuan.

2026-08-10 11:48:02

Recently, the People's Government of Qixia City, Yantai City, Shandong Province and Sunshine New Energy signed a cooperation agreement on the new energy Qixia Sikou 200 MW/800 MWh independent energy storage project.

2026-08-07 16:00:02

On the evening of August 6, after four rounds of consultation, eight leading polysilicon enterprises in China reached a historic agreement in Shanghai and jointly signed the Anti-Involution Initiative.

2026-08-07 13:56:46

Old friends, this week's component market sentiment has finally begun to reverse. Recently, the role of several consecutive heavyweight symposiums has begun to emerge, the industrial chain market has shown signs of stabilization, and the atmosphere of price increases is also brewing and fermenting.

2026-08-06 17:10:02

Recently, "Zhejiang Green Storage Energy Technology Co., Ltd. has completed the project of producing 10 gigawatt hours of sodium ion batteries and energy storage battery packs per year".

2026-08-06 15:29:01

On August 5, Datang New Energy announced that due to job adjustment, Mr. Ying Xuejun intends to resign as chairman, executive director and chairman of the strategic committee of the board of directors, effective from the date of appointment of new directors by the shareholders'meeting of the company.

2026-08-06 14:40:25

On August 5, the announcement of termination of bidding for photovoltaic module framework agreement in 2026-2027 was issued by Shenneng Co., Ltd. As there were less than three valid bidders, the tenderer terminated the bidding for this project.

2026-08-06 13:04:07

On August 3, the bidding for the 300 MW/1200 MWh independent energy storage project in Weining County, Bijie City was terminated. Tenderee: Penghe (Weining) Energy Technology Co., Ltd.

2026-08-06 11:12:49

On August 3, the Lushan Photovoltaic Power Generation Project was officially started.

2026-08-05 17:30:16

Recently, Pingdingshan Shengguang Energy Storage Co., Ltd. announced that the EPC general contracting of the 200 MW/1.6 GWh advanced compressed air (salt cavern) energy storage power station project in Yexian County, Pingdingshan was formally disqualified due to the failure of the winning bidder to sign the contract within the time limit, and the project will be re-tendered.

2026-08-05 16:51:29

On August 3, SNE Research, an international battery market research Institute, released a report on global lithium-ion energy storage battery shipments in the first half of 2026. The data showed that global lithium-ion energy storage battery shipments reached 461.3 GWh in the first half of 2026, an increase of 71% compared with 269.7 GWh in the same period of 2025.

2026-08-05 11:11:17

On July 30, the online approval and supervision platform for investment projects in Jiangxi Province announced the assignment of clean energy integration construction projects in Zhanggong District, Ganzhou City.

2026-08-05 10:18:19

On July 31, the Artificial Intelligence and Robot Development Bureau of Huizhou City, Guangdong Province (Huizhou Energy and Key Projects Bureau) announced the abolition list of the first batch of photovoltaic power generation projects in Huizhou City in 2026.

2026-08-04 16:30:21

On the evening of August 3, Ningde Times issued a 2026 mid-term dividend A-share implementation announcement, intending to distribute a cash dividend of 14.11 yuan (including tax) per 10 shares to all shareholders, with a total actual cash dividend of 6.18 billion yuan.

2026-08-04 15:46:07

On August 1, two independent energy storage power stations in Guangxi were tendered for EPC, with a total scale of 500 MW/1 GWh, and the two projects were tendered by Guangxi Aoyan Energy Co., Ltd.

2026-08-04 11:06:01

In recent years, we have done a lot of research with Shandong Academy of Agricultural Sciences, and we have done a lot of saline-alkali land management. Because China needs a lot of electricity now, it needs to lay a lot of solar energy.

2026-08-04 10:31:45

On July 31, Tianli Lithium announced that Wang Ruiqing, the controlling shareholder and the actual controller of the company, had received the Notice of Filing a Case issued by the CSRC, and that the CSRC had decided to file a case against Wang Ruiqing, the controlling shareholder and the actual controller of the company, on suspicion of information disclosure and other violations.

2026-08-03 17:08:47

In the last week of July, lithium-ion energy storage equipment fires occurred successively in many places in the United States, covering household energy storage, household battery power walls and so on.

2026-08-03 15:35:36

On July 31, Xinjiang Rongyi Company announced the successful candidate for the 500MW Photovoltaic Sand Control Integration Project (EPC) in Xinhe County. A total of three enterprises were shortlisted, and China Railway Third Bureau Group Electrical Engineering Co., Ltd. ranked the first successful candidate with a bid price of 1.49 billion yuan and a unit price of 2.98 yuan/W.

2026-08-03 15:19:54

On July 29, Banfu Town, Zhongshan City, Guangdong Province, formally signed a contract with China Huaneng Group on the construction of a zero-carbon park in Zhongshan Banfu Economic Development Zone. As the first phase of the project, Huaneng 100MW photovoltaic corridor project will be landed in the near future.

2026-08-03 11:49:34

On July 31, CNNC released the collection of energy storage system in 2026-2028. According to the announcement, the tenderer of this tender is China Nuclear (Shanghai) Supply Chain Management Co., Ltd. and the source of funds is self-financing (100%).

2026-08-03 11:32:36

On July 26, the People's Government of Wenshan City, Yunnan Province signed a contract with Datang Yunnan Power Generation Co., Ltd. for three wind and solar projects, with a total installed capacity of 310 MW and an estimated total investment of 1.412 billion yuan.

2026-08-01 10:30:09

On July 30, Lingwu Huaxin Integrated Energy Services Co., Ltd. announced the termination of EPC general contract for Lingwu 1 GW/4 GWh centralized shared energy storage project.

2026-07-31 16:41:30

On July 25, the official public number of the Energy Bureau of Etuoke Banner, Inner Mongolia, issued a statement disclosing that the tender announcement for the EPC general contracting project of 100m W household distributed photovoltaic power generation in Etuoke Banner, Ordos City, was suspected of false bidding and had been ordered to be revoked.

2026-07-31 16:30:45

50 A. M. on July 31, a collapse accident occurred in the tunnel construction section of the compressed air energy storage project in Zhuozi County, Wulanchabu City, which was constructed by the 15th Bureau of China Railway. Up to now, the accident has caused 4 deaths and 6 injuries.

2026-07-31 15:08:40

On the evening of July 30, Rongbai Science and Technology announced that it planned to invest in the construction of an integrated project with an annual output of 300,000 tons of sodium cathode materials in Xiantao, Hubei Province. The announcement showed that the total investment of the project was about 4.723 billion yuan, with a planned total capacity of 300,000 tons per year. It was planned to be constructed and put into operation step by step in three phases, including 50,000 tons in the first phase, 100,000 tons in the second phase and 150,000 tons in the third phase.

2026-07-31 11:38:15

According to foreign media reports, South Korean polysilicon leader OCI Holding recently announced its second quarter results in 2026, with consolidated revenue of 10231 trillion won (about 4.788 billion yuan) and operating profit of 108 billion won (about 505 million yuan), which has been profitable for three consecutive quarters.

2026-07-31 10:30:00

In the first half of the week, the PV module market continued the trend of price reduction. Although the price of large module factories was temporarily stable this week after several weeks of continuous decline, five small factories joined the price reduction camp, with the highest drop of 5 cents/W!

2026-07-30 17:06:22

In the past month, photovoltaic enterprises such as Jingke Energy, Sunshine Power Supply and Longji Green Energy have successively disclosed the signing of photovoltaic and energy storage bills, which involve about 1.08 GWh of energy storage bills.

2026-07-30 16:31:32

Recently, the arrest of a senior executive of a Chinese photovoltaic company at an Australian airport caused a shock to the industry. According to local media reports, the man, Guoxin Zhu, is a senior executive at Guruiwatt, a Chinese photovoltaic inverter and household energy storage company.

2026-07-30 14:09:03

On July 29, Shuangjie Wushi 250 MW/1 GWh grid-type independent energy storage project (secondary) issued a tender announcement, and the tenderer was Xinjiang Lingjie New Energy Technology Development Co., Ltd.

2026-07-30 11:08:04

On July 28, the EPC general contracting project of Shuan 200MW photovoltaic project in Shucheng County, Anhui Province and the EPC general contracting project of Ji'an 200MW photovoltaic project in Yeji District, Anhui Province announced the successful candidates respectively.

2026-07-30 10:30:02

On the evening of July 28, Haibo Sichuang disclosed its semi-annual performance forecast for 2026. The announcement shows that Haibo Sichuang is expected to achieve business income of 5.6 billion yuan to 6.9 billion yuan in the first half of this year, an increase of 23.83% to 52.58% over the same period last year. It is expected to achieve net profit of 620 million yuan to 700 million yuan belonging to the owner of the parent company, an increase of 96.30% to 121.63% over the same period last year.

2026-07-29 16:52:13

On July 28, the Federal Communications Commission (FCC) of the United States updated the regulated list, including inverters and advanced mobile robots produced abroad for the first time, and determined that the related products posed unacceptable risks to the national security and public safety of the United States, had supply chain vulnerabilities, damaged economic security and network security risks, and would threaten the operation of critical infrastructure.

2026-07-29 15:03:31