【Key Policies】The General Office of the National Development and Reform Commission issued the Notice on Printing and Distributing the List of Green and Low-Carbon Advanced Technology Demonstration Projects (First Batch), and 11 projects involving photovoltaic manufacturing or photovoltaic participation have been reached
On April 16, the General Office of the National Development and Reform Commission issued the Notice on Printing and Distributing the List of Green and Low-Carbon Advanced Technology Demonstration Projects (the First Batch) (hereinafter referred to as the "Notice"). The Notice is as follows:
1. Strengthen the guarantee of project elements. All relevant regions and departments should guide the project units to do a solid job in land use approval, planning permission, energy conservation review, environmental impact assessment, etc., guide financial institutions to increase financing support, and encourage social capital to participate in the construction of demonstration projects in various forms. Our committee will make overall use of the existing investment channels in the central budget to actively support the construction of eligible demonstration projects. All localities should actively support eligible projects through budgetary investment and other financial funding channels.
2. Strengthen the supervision and management of the whole process. The regional development and reform commissions should continue to track the progress of the scheduling project, strengthen work coordination, and ensure that the construction of demonstration projects achieves practical results. Our committee will work with relevant departments to strengthen the supervision of demonstration projects and organize and carry out effectiveness evaluation in a timely manner. For projects with outstanding demonstration effects, our committee will work with relevant departments to strengthen publicity and promotion. For projects whose construction progress is slow and the results are not as expected, the regional development and Reform Commissions should strengthen supervision, guidance and assistance, and if the requirements are not met after rectification, the withdrawal list shall be adjusted.
3. Do a solid job in the follow-up project reserves. The regional development and Reform Commission, in conjunction with the relevant departments of the region, shall establish a reserve of green and low-carbon advanced technology projects, take the initiative to connect with relevant enterprises, universities and research institutions in the field of green and low-carbon, map out the reserve of advanced and applicable technologies, and update the reserve projects on a rolling basis, so as to lay a good foundation for the follow-up work of the green and low-carbon advanced technology demonstration project.
There are a total of 47 projects in the project list, which are classified according to the direction of carbon reduction, with a total of 22 carbon reduction projects at the source, 19 carbon reduction projects at the process, and 6 carbon sequestration projects at the end.
According to the list, there are 11 projects involving photovoltaic manufacturing or photovoltaic participation, and the photovoltaic manufacturing projects are mainly 2GW new high-efficiency cadmium telluride thin film solar cell projects (phase I), and more projects belong to comprehensive energy power projects, including nuclear and photovoltaic complementation, photovoltaic hydrogen and ammonia production, zero-carbon power plants, photovoltaic storage and charging, BIPV, zero-energy buildings, photovoltaic + transportation, etc.
The project owners involve enterprises such as State Power Investment Corporation, China Energy Construction, China State Construction Group, Anhui Energy, Xiangtou and NIO.
Comments: Solar energy is an infinite energy source, photovoltaic power generation can convert solar energy into electricity, which not only meets the long-term energy needs of human beings, but also greatly reduces the pressure of environmental pollution. With the continuous growth of the global population and the vigorous development of the economy, the demand for energy has also shown a sharp growth trend, which makes the photovoltaic industry an important way to solve the energy problem. Governments around the world have strengthened the control of environmental pollution and introduced a series of policies and measures to support the rapid development of the photovoltaic industry. At the same time, rapid technological advances have also led to significant advances in photovoltaic technology. The photovoltaic conversion efficiency has been steadily improved, and the cost of materials has gradually decreased, making the cost of photovoltaic power generation more competitive with traditional energy sources. This shift not only reflects the maturity and progress of photovoltaic technology, but also paves the way for its widespread adoption in the global energy market.
The construction of photovoltaic power stations involves land planning, environmental protection, energy allocation and other aspects, which require the full support and coordination of relevant government departments. The issuance of the "Notice" has effectively promoted the approval and construction process of photovoltaic projects, and provided a strong guarantee for the smooth progress of photovoltaic projects. In addition, by encouraging financial institutions to increase financing support for demonstration projects, more channels have been opened up for the financing of photovoltaic projects, investment risks have been reduced, investors' confidence has been enhanced, and strong financial support has been provided for the construction and operation of demonstration projects. At the same time, the "Notice" also emphasizes the supervision and management of the whole process of demonstration projects to ensure the quality and efficiency of photovoltaic projects. By strictly controlling the progress of the project, we can prevent the occurrence of "unfinished" projects or "inefficient" projects, and ensure the healthy development of the photovoltaic industry. Through the deep integration of production, education and research, the "Notice" effectively promotes the research and development and application of photovoltaic technology, and through the investigation of advanced and applicable technology reserves, it can timely discover and master new technologies, new processes and new models in the photovoltaic field, effectively promote the continuous innovation and application of photovoltaic technology, and inject new vitality into the future development of the photovoltaic industry.
Figure 1: China's newly installed PV capacity from 2011 to 2023
Source: National Energy Administration, Zhiyan Consulting
【Key Policies】The National Energy Administration released the 2023 annual report on the construction of a rule of law government, and actively promoted the formulation and revision of the Renewable Energy Law in 2024
On April 19, the National Energy Administration released the 2023 annual report on the construction of a rule of law government.
According to the report, the key tasks for the construction of a rule of law government in 2024 include: solidly advancing energy legislation. Cooperate with the legislative review of the Energy Law, carry out the pre-research of supporting regulations and policies for the introduction of the Energy Law, and create a good legal environment for the smooth implementation of the Energy Law. Promote the revision of the Electricity Law as a priority legislative matter. Actively promote the formulation and revision of the Renewable Energy Law, the Coal Law, the Regulations on Petroleum Reserves, and the Regulations on the Administration of Nuclear Power.
【Key Policies】The Development and Reform Bureau of Wucheng District, Jinhua City, Zhejiang Province openly solicited the "Implementation Measures for Special Incentives and Subsidies for Distributed Photovoltaic Construction Work in Wucheng District Individuals, Villages (Communities)" (Draft for Comments), and distributed photovoltaic power generation projects will be rewarded and subsidized according to the installed capacity
On April 15, the Development and Reform Bureau of Wucheng District, Jinhua City, Zhejiang Province publicly solicited the "Implementation Measures for Special Incentives and Subsidies for Distributed Photovoltaic Construction Work in Wucheng District Individuals, Villages (Communities)" (draft for comments), and the opinions pointed out that distributed photovoltaic power generation projects will be rewarded and subsidized according to the installed capacity, and the reward and subsidy standard is 50 yuan/kw, and the subsidy time is for the photovoltaic connected to the grid from January to October 2024 (subject to the grid-connected date provided by the power supply, according to the principle of first grid connection and first subsidy, until the supplement is completed).
【Key Event】Mexico's largest photovoltaic and energy storage event was grandly held, and CHINT Xinneng brought the main products of ASTRO series to booth E25
ON APRIL 17, SOLAR+STORAGE MEXICO 2024, MEXICO'S LARGEST PHOTOVOLTAIC AND ENERGY STORAGE EVENT, WAS HELD AT THE GUADALAJARA CONVENTION AND EXHIBITION CENTER IN MEXICO, LASTING THREE DAYS. CHINT Xinneng brought the main products of the ASTRO series to booth E25, demonstrating the efficient potential of TOPCon 4.0 technology.
The Mexico International Solar Photovoltaic and Energy Storage Exhibition is jointly organized by the three giants of the global solar energy exhibition - Hannover in Germany, the international solar energy exhibition in the United States and the organizer of the Shanghai SNEC photovoltaic exhibition, gathering hundreds of photovoltaic companies around the world to exhibit photovoltaic, energy storage and other products and clean energy solutions around the development trend of renewable energy in Mexico.
High efficiency, high power and high reliability are synonymous with CHINT ASTRO N7. Equipped with cutting-edge technologies such as rectangular silicon wafers, TOPCon 4.0 cells, SMBB, double-coated glass, and gap film, the 66 version can reach 625W with a module efficiency of up to 23.14%. With high performance, the ASTRO N7 series significantly reduces BOS and LCOE costs, creating greater value for end customers.
Also popular with many customers at the exhibition site were the ASTRO N5 modules. With more "practical experience", the ASTRO N5 has performance advantages in terms of power generation, bifaciality, temperature coefficient, low light performance, LID and LETID.
In addition to excellent power generation performance, CHINT ASTRO N5 and ASTRO N7 have a temperature coefficient as low as -0.29%/°C, which also ensures excellent power generation in high-temperature environments, and can easily control various application scenarios in Mexico.
Mexico has abundant solar energy resources and has unique natural conditions for the development of photovoltaics. Mexico's solar industry has seen significant growth over the past decade. ACCORDING TO SOLAR QUARTER, THE MEXICAN MARKET WILL GROW FROM 9.80GW IN 2023 TO 15.02GW IN 2028, GROWING AT A CAGR OF 8.91%.
CHINT New Energy has always focused on scientific and technological innovation, providing more efficient clean energy solutions for Mexico with ASTRO series of high-efficiency module products, exporting more valuable green energy to more Latin American countries, and jointly building a low-carbon earth.
【Key Events】The Haikou Station and Wuhan Station of the Sunshine National Investment Promotion Association were successfully concluded, and the future development trend of the household business was discussed in depth
On April 20, the Sunshine 2024 National Investment Promotion Conference - Haikou Station and Wuhan Station with the theme of "Rejuvenating the Sail and Sailing for the Light" was successfully held. The partners gathered together to discuss the future development trend of the residential business and witnessed the development of Shengguang in the field of new energy.
Hainan's unique lighting conditions provide natural advantages and huge development potential for the development of the photovoltaic industry. Relying on abundant land resources and growing power demand, the distributed photovoltaic industry in Hubei Province has also been making great progress. In the context of the country's vigorous support for the clean energy industry, accelerating the layout of the residential photovoltaic market means that it can quickly seize market opportunities and lay a solid foundation for future business development.
Shengguang has always been committed to the continuous improvement of products and services, by improving product quality and enhancing service experience to enhance its own development momentum, and constantly explore and optimize business models to adapt to market changes and meet customer needs. Closely following the latest trends in the residential PV market, China Merchants discussed the challenges and opportunities faced by the industry, fully demonstrated the brand strength and strategic layout, and elaborated on the innovative model and development path of residential PV to the intended partners.
Shengyang has launched customized solutions for different regions. The scheme takes into account the characteristics of different regions, housing structures and the diverse needs of users, and provides a variety of installation methods including sun rooms, double slopes, courtyards, and flat pitched roofs. In order to support the business start-up and sustainable development of dealers, Shengyang has built and implemented a comprehensive support system, including high-limit credit support, stable logistics support, power station insurance protection support, one-to-one business training support and multi-faceted marketing support, etc., to ensure the smooth and efficient development of partners.
In the in-depth exchanges and discussions with Shengyang, the on-site partners have a deeper understanding and accurate grasp of the current situation and future trends of the residential photovoltaic market, and have signed contracts with Shengyang. They said that they are full of confidence in the cooperation with Shengyang, and look forward to working hand in hand with Shengyang to jointly tap the market potential, promote the vigorous development of the household photovoltaic industry, and achieve mutual benefit and win-win results for both parties.
【Key Enterprise】Yingli Development brought PANDA 3.0 series products to the World Future Energy Exhibition in the Middle East
On April 16, Yingli Development, the world's leading provider of photovoltaic smart solutions, brought PANDA 3.0 series products to the World Future Energy Exhibition in the Middle East, accelerating the sustainable development of the Middle East and boosting the global clean energy transition.
Yingli Development showed the exhibitors a variety of models of PANDA 3.0 series double-glass module products, among which the rectangular sheet products are equipped with Yingli's self-developed PANDA 3.0 TOPCon cell technology, and the output power of the module reaches 620W, which can increase the power by more than 30W compared with the traditional 144-piece 182 series products, and the superimposed bifacial power generation characteristics can increase the power generation of the module by up to 30%, which is suitable for various residential, commercial, and Ground-level and utility-scale projects provide comprehensive solutions.
Yin Xulong, chairman of Yingli Development, said that with the proposal of the national "Belt and Road" initiative in 2013, Yingli participated in the development of clean energy industry in the Middle East through the output of high-quality photovoltaic products, and helped the construction of countries along the "Belt and Road". Over the past ten years, Yingli has participated in the construction of photovoltaic projects in Oman, Algeria, Saudi Arabia and other countries, providing strong support for the energy transition and sustainable development in the Middle East. In the future, Yingli will continue to play an important role in the global clean energy field and make greater contributions to the construction of a clean, low-carbon, safe and efficient modern energy system.
【Key Enterprise】Risen Energy brought heterojunction Fuxi modules and energy storage solutions to the World Future Energy Exhibition in the Middle East
On April 16, Risen Energy brought heterojunction Fuxi modules and energy storage solutions to the World Future Energy Exhibition in the Middle East, lighting up the green future with a low-carbon "combination punch" and bringing new, efficient and high-quality photovoltaic solutions to local customers. At the exhibition site, Risen Energy's products attracted the audience to visit and exchange with their cutting-edge innovative design and excellent performance, helping the brand to further develop the market in the Middle East and Africa.
The Middle East is known for its extreme climatic conditions, with high temperatures and windy sandy environments, which place high demands on the stability and durability of PV modules. Risen Energy's HJT modules have n-type ultra-low temperature coefficient characteristics and can maintain stable operation even at high temperatures. Under the condition of 3 times more stringent test, the maximum power attenuation rate does not exceed 5%, and the weather resistance and reliability are very good, which can effectively alleviate the attenuation and aging of modules caused by rapid temperature changes. Fuxi uses 210 large-size silicon wafers, which greatly improves the internal energy flux, which can maximize the utilization of local abundant sunlight resources, thereby improving the overall power generation level of the photovoltaic power generation system and enabling customers to increase their investment returns.
In addition to innovative module products, Risen Energy has developed a series of energy storage solutions that can also bring the ultimate experience to local users. Risen Energy's subsidiary, Shuangyili Energy Storage, has developed a series of energy storage solutions such as liquid-cooled/air-cooled cabinet energy storage cabinets, all-in-one industrial and commercial all-in-one energy storage cabinets, and liquid-cooled containerized energy storage products, which can support the modular construction of energy storage projects of different scales such as industrial and commercial, large-scale new energy grid-connected, and grid-side. With customized production, it can fully meet the regional market demand and bring a perfect integrated application experience of optical energy and storage to local users.
At this exhibition, Risen Energy not only demonstrated its leading technical strength in the field of photovoltaic smart energy, but also provided new impetus and possibilities for the development of renewable energy in the Middle East and Africa. With the growing global demand for sustainable energy, Dongfang Il will continue to accelerate the pace of market layout and technological innovation, help global customers complete the green energy transition with high quality, and work together towards a zero-carbon future.
【Key Enterprise】Sineng Electric brought full-scenario solutions to the World Future Energy Exhibition in the Middle East
On April 16, Sineng brought its full-scene optical storage solution to the World Future Energy Exhibition in the Middle East, and there was an endless stream of guests and audiences. The brilliant appearance of a series of innovative products vividly and comprehensively outlines the grand blueprint for a zero-carbon future led by scientific and technological progress.
In response to the local needs of the UAE, Sineng exhibited a 350kW string inverter that can be flexibly assembled in complex terrain, a 4.4MW centralized inverter with higher power and an 8.8MW centralized solution. Powerful intelligent O&M, larger networking array, and excellent power grid support capabilities enable the product to bring better value services to the project in the local Shage wilderness environment.
For industrial and commercial application scenarios, the 125kW string PV inverter launched by Sineng not only has higher conversion efficiency, but also can flexibly adapt to various types of PV modules, which can effectively improve power generation efficiency and strengthen the safety of power stations during operation. Widely used in many industries around the world, Sineng is strongly driving the low-carbon production and operation of enterprises, and becoming a reliable force to protect the application of green energy.
Adhering to the design philosophy of "fine and beautiful", Sineng Electric has made great efforts to develop Yuejia household inverter and household energy storage system. This series of products cleverly integrates ingenuity and intelligent technology with the core of cutting-edge technology, and works tacitly with the SOLAR smart energy management system to ensure that home users can enjoy a convenient and comfortable green power life at any time with home appliance level safety guarantee, intelligent operation and efficient performance.
Another major focus of the exhibition site is the energy storage solution area launched by Sineng for the local market. The 2MW centralized energy storage converter can achieve efficient energy storage and stable power consumption in complex environments, and can effectively improve power quality, and has achieved large-scale application and performance certification in many projects around the world. Adhering to the design concept of "ultimate safety and better LCOS", Sineng's 200kW string energy storage converter has outstanding advantages of higher reliability, lower cost and faster operation and maintenance, making low investment, fast delivery and simple operation and maintenance the project standard. With the support of a variety of technical routes, Sineng's full range of energy storage solutions can form a harmonious resonance with multiple application scenarios, further provide a better customer service experience, and accelerate the construction of a new power system.
Towards a zero-carbon future, Sineng firmly believes that innovation is the driving force, and will unswervingly overcome technical barriers, adhere to strict standards, excellent performance and unique design, we carefully create photovoltaic and energy storage series products and solutions, and actively promote the transformation of the global energy structure with the power of smart technology, advocating and leading a new trend of green and fashionable life.
【Key Enterprise】Antai New Energy made its debut at the World Future Energy Exhibition in the Middle East, exhibiting its intelligent tracking system TAI-SIMPLE and METAROOF series of distributed products
ON APRIL 16, ANTAI NEW ENERGY MADE ITS DEBUT AT THE WORLD FUTURE ENERGY EXHIBITION IN THE MIDDLE EAST, EXHIBITING ITS INTELLIGENT TRACKING SYSTEM TAI-SIMPLE AND METAROOF SERIES OF DISTRIBUTED PRODUCTS, WHICH ATTRACTED MANY VISITORS TO STOP AND WATCH.
The Middle East World Future Energy Exhibition was held from April 16 to 18 at the Abu Dhabi International Exhibition Center in the United Arab Emirates. As the most influential international energy summit in the Middle East and Africa, the World Future Energy Exhibition connects Asia and Europe, provides an important exchange platform for the development of renewable energy in the Middle East, and plays an important role in promoting the local energy transition.
The Middle East region sits on vast land and abundant sunshine resources, providing inherent advantages for the development of large-scale ground-mounted photovoltaic projects. As one of the intelligent tracking systems promoted by Antai New Energy, TAI-SIMPLE has outstanding advantages in reducing costs and increasing efficiency. TAI-SIMPLE adopts a patented single-point rotary drive with dampers at both ends of the bracket to ensure the overall stability and reliability of the structure while reducing costs. Equipped with the intelligent tracking algorithm independently developed by Antai New Energy, the tracking angle of TAI-SIMPLE can reach ±60°, which can absorb solar radiation to the greatest extent, in addition, TAI-SIMPLE is highly suitable for popular large-size bifacial modules on the market, which can greatly improve the power generation efficiency.
【Key Enterprise】Yiyi Xinneng brought DANO rectangular series modules, lightweight half-cell modules and other products to the Mexico Solar Photovoltaic and Energy Storage Exhibition for the first time
On April 17, a new energy brought DANO rectangular series modules, lightweight half-cell modules and other products to the Mexico Solar Photovoltaic and Energy Storage Exhibition for the first time, blooming in the pearl of the Latin American plateau.
A new energy brought DAON double-sided double-glass 615W rectangular modules, DAON double-sided double-glass 465W all-black and black-frame rectangular modules, 475W lightweight half-cell modules and other products to the Mexico exhibition. In line with the development trend of win-win cooperation in the industrial chain, DAON rectangular modules have set off a wave of high energy in the N era with the optimal size design and innovative technical route, highlighting the advantages of intensification in efficiency, power, manufacturing, technology, transportation and other aspects, and the exhibition site has attracted many exhibitors to stop and stay. Equipped with the industry's most advanced TOPCon 4.0 Plus cell technology, DAON rectangular modules have broken the world record three times in 8 months, and the average efficiency of mass production of the cell production line has reached 26.55%.
【Key Enterprise】Yingli Development brought a variety of industry-leading N-type TOPCon module products to participate in the Mexico Solar Photovoltaic and Energy Storage Exhibition
On April 17, Yingli Development brought a variety of industry-leading N-type TOPCon module products to participate in the Mexico Solar Photovoltaic and Energy Storage Exhibition, empowering the development of low-carbon industries in Latin America with efficient, reliable and full-scenario solutions.
In this exhibition, Yingli Development brought PANDA 3.0 series 620W rectangular sheet products and 460W lightweight all-black modules to the exhibition. Relying on continuous innovation in the field of N-type technology, the new PANDA 3.0 series exhibited this time has outstanding performance such as excellent low light and contact double-sided coefficient, and can achieve high output power under cloudy days, haze, high temperatures, strong ultraviolet rays and other conditions, and has been continuously demonstrated in various projects. In addition, this series of products improves the efficiency of container transportation through the rectangular piece design, which can reduce transportation costs by up to 5% and maximize customer value and system value.
Latin America, with its abundant sunlight resources, is gradually becoming one of the world's focal points, and with the advancement of science and technology, policy support and the momentum of energy transition, the photovoltaic industry is expanding at an impressive rate. Yingli Development will deepen its global layout, actively integrate advantageous resources, strengthen technological innovation and product upgrading, provide more advanced, efficient and reliable solar photovoltaic solutions for Latin America, promote the rapid development of the local clean energy industry, and contribute more to the transformation of the global energy structure.
【Key Enterprise】Huasun launched a new busbar-less heterojunction module to help the industry enter a new stage of 0BB
On April 18, the seminar on the progress and application of heterojunction technology hosted by Huasheng New Energy kicked off in Wuhan, Hubei Province, in this meeting, invited China Photovoltaic Industry Association, electric power design institute, central state-owned enterprise investors and third-party empirical institutions and other industry personnel to attend the meeting, and jointly discussed the promotion of heterojunction enterprises represented by Huasheng New Energy in terms of technology, cost, efficiency and application.
As an excellent representative of the current new photovoltaic productivity, Huasun 0BB busbarless new technology will lead the industry to promote the lower LCOE advantage of photovoltaic power plants, which is a new breakthrough in Huasun heterojunction technology.
It is reported that 0BB technology is currently in the industrialization stage in the industry, but the realization path of different enterprises is different, and the advantages and disadvantages are different. Huasheng New Energy 0BB technology is mainly achieved through welding + dispensing, that is, laying welding strips, then dispensing to increase the adhesion point, and then UV curing, which has the advantages of no bearing film, strong adhesion and good heat spot resistance.
In terms of process, the 0BB cell adopts two-channel SP printing technology, which is simpler, and the unique adaptability of the process and materials makes the 0BB module have the best electrical performance and CTM, such as the open-circuit voltage, module power, and conversion efficiency, which are significantly better than the SMBB technology.
"Huasheng 0BB module adopts pre-layer welding, which has the advantages of more reliable welding process, small contact resistance, strong anti-hot spot ability, low module hot spot temperature, and higher module reliability. Tian Jiehua, director of the product development management center of Anhui Huasheng New Energy Technology Co., Ltd., emphasized, "Compared with SMBB, 0BB has less metal shielding area on the back of the battery, a larger light-receiving area, and a bifaciality rate of 90%. ”
In addition, the temperature coefficient of 0BB products is lower than that of traditional technology route components, the power loss is smaller at the ambient temperature of 65°, and the power generation is higher, and the fine ribbon technology brings the advantage of better weak light effect. The fine ribbon + low-weight adhesive film not only brings lower production costs, but also provides higher reliability for the development trend of silicon wafer thinning.
It is understood that the related products of Huasheng heterojunction 0BB busbarless module have achieved full scene coverage of ground, industrial and commercial, residential, etc., and the bifacial microcrystalline cell process has been fully introduced.
It is believed that with the introduction of 0BB busbarless technology and the mass production and application of "210+0BB" and "210+R+0BB", Huasheng heterojunction modules will continue to promote the industrialization process of heterojunction and contribute to the mainland's dual carbon goals.
【Key Projects】Ruijing New Energy plans to build a project with an annual output of 0.5GW BIPV photovoltaic modules, brackets and transformers
On April 15, the official website of Lishui Economic and Technological Development Zone, Zhejiang Province released a public announcement on the "Annual Output of 0.5GW Building Integrated Photovoltaic (BIPV) Photovoltaic Modules, Brackets and Transformer Project", according to the announcement, Ruijing New Energy (Lishui) Co., Ltd. will build an annual output of 0.5GW of photovoltaic building-integrated (BIPV) photovoltaic modules on the 700-yang F-16-2 industrial plot in Lishui South City. Bracket and transformer project, the project has a total land area of 30,468 square meters, a total construction area of 61,743.11 square meters (excluding basement), a basement construction area of 98.75 square meters, a total building area of 14,695.2 square meters, a building density of 48.23%, a floor area ratio of 2.03, a green space rate of 15%, and 225 motor vehicle parking spaces.
【Key Projects】Etna Energy Technology (Huaibei) Co., Ltd.'s high-efficiency cell and module project (2GW TOPCon cell, 1GW BIPV module project) was put into production
On April 15, the high-efficiency cell and module project of Itna Energy Technology (Huaibei) Co., Ltd. was completed and put into operation in Huaibei City, Anhui Province. It is understood that the project plans to build a new TOPCon solar cell workshop, BIPV solar module workshop, wastewater treatment station, hazardous waste warehouse, chemical warehouse, tank farm and other supporting projects, and form an annual production capacity of 2GW of high-efficiency TOPCon solar cells and 1GW of BIPV solar cell modules after completion.
【Key Projects】Hewang, Sunshine, Huawei, Jinlang and other enterprises were shortlisted for the centralized procurement of 10GW photovoltaic inverters by China Nuclear Huineng
On April 15, the winning candidates for the 2024 inverter centralized procurement of China Nuclear Huineng were announced.
Judging from the bidding results, a total of 10 companies were shortlisted, namely GoodWe Technology Co., Ltd., Huawei Technologies Co., Ltd., Jinlang Technology Co., Ltd., Xiamen Kehua Digital Energy Technology Co., Ltd., Shanghai Zhengtai Power System Co., Ltd., Sineng Electric Co., Ltd., Shenzhen Hewang Technology Co., Ltd., TBEA Xinjiang New Energy Co., Ltd., Sungrow Power Supply Co., Ltd., and Zhuzhou Converter Technology National Engineering Research Center Co., Ltd.
According to the tender announcement, the inverter in this centralized procurement bidding is the estimated total box transformer of the integrated management company of China Nuclear Energy Co., Ltd. and its subordinate project companies, and the total installed capacity is expected to be 10GW, including 3GW of pre-installed centralized inverter Shengyu all-in-one machine, 5GW of string inverter, and 2GW of residential string inverter. This centralized procurement is divided into three packages, and the shortlisted suppliers are 5.
The scope of the bidding includes: the design and production of prefabricated centralized inverter booster all-in-one machine, string centralized photovoltaic grid-connected inverter, residential, industrial and commercial string photovoltaic inverter, special tools, test equipment and materials for installation, commissioning, trial operation and maintenance of the equipment for maintenance, test equipment and materials, safety devices for operation and maintenance personnel, spare parts and consumables during the warranty period, selection, design, manufacturing, quality inspection and test of all equipment components within the scope of supply (including type test, factory test, handover test) Provide all technical documents and drawings required for equipment construction, installation, commissioning, operation and maintenance, supply, packaging, delivery, on-site delivery, on-site guidance and installation, equipment commissioning (including communication commissioning), training, participation in test operation, cooperation with handover acceptance and after-sales service, etc. The supplied equipment must meet the latest requirements and technical indicators issued by the power grid company and the local power grid company.
【Key Projects】Sany Shuozhou 10GW silicon wafer + 5GW module and other projects started
On April 15, the groundbreaking ceremony of the 2024 Sany Shuozhou Photovoltaic Whole Industry Project was held in Shuozhou.
It is understood that the construction of the Sany photovoltaic industry project includes 10GW monocrystalline / silicon wafers, 5GW modules and brackets and other industrial chain support, after the completion of the first phase of the monocrystalline silicon project and the second phase of the ultra-thin monocrystalline silicon slice project in cooperation with local enterprises, forming an annual output value of more than 15 billion yuan.
【Key Project】Chint New Energy Thailand Base Wafer Project was officially put into operation
On April 15, CHINT Xinneng's first silicon wafer project, the first silicon wafer of the Thailand base slicing project, was successfully rolled off the production line, and CHINT Xinneng's Thailand base has completed an industrial chain integrating silicon wafer slicing, photovoltaic cells and photovoltaic modules, driving the Thai photovoltaic industry chain to strengthen, supplement and extend the chain, and achieve high-quality development.
The slicing project of CHINT Xinneng Thailand base plans to have a production capacity of 5GW to supply the photovoltaic cell and module production of CHINT Xinneng's Thailand base. The production line of the project is compatible with all mainstream silicon wafer sizes in the industry, and uses the most advanced processing equipment in the industry, small shaft spacing and three-axis belt motors, giving full play to the cutting power of diamond wire, which can produce more quality and price competitive silicon wafer products, and will drive the employment of more than 100 local people.
Pang Shaohua, general manager of Chint New Energy Manufacturing Center, said that the Thailand base is the overseas manufacturing base that our company focuses on building, and it is also the cradle of the integrated layout of overseas manufacturing. The leading equipment and technology adopted in the slicing project of the Thailand base can greatly improve the efficiency and quality of CHINT Xinneng's products, promote the sustainable and steady development of the industry with high-quality products, and lay a solid foundation for the in-depth development of CHINT's upstream and downstream industrial chain.
The Thailand base slicing project is an important part of CHINT New Energy's global industrial chain. In the future, CHINT will continue to devote itself to technological innovation and sustainable development. Adhering to the concept of green development, CHINT will continue to improve the industrial chain, promote the popularization and utilization of renewable energy, and meet a low-carbon and green tomorrow.
【Key Enterprise】Lingda Co., Ltd.'s solar cell production line was suspended for another 1 month
On April 15, Lingda Co., Ltd. issued an announcement on the continued suspension of production and risk warning of the subsidiary, the announcement said that in view of the market situation of Jinzhai Jiayue PERC high-efficiency solar cell products and the difficulties of the company's supply chain, sales, labor organization and other aspects, considering the company's current financial constraints, The company decided to continue to suspend the production of Jinzhai Jiayue's main production equipment, and it is expected that the shutdown time will be until May 15, and the company will pay close attention to the progress of Jinzhai Jiayue's shutdown and subsequent resumption of production in strict accordance with relevant regulations, and timely fulfill its information disclosure obligations.
Talking about the impact of Jinzhai Jiayue's continued suspension of production and follow-up solutions, Lingda said that the company is currently actively docking with the market, striving to land orders as soon as possible, and provide guarantee for the resumption of work and production.
At the same time, in order to resume production as soon as possible, the company has formulated a comprehensive response plan to reduce the losses caused by the temporary shutdown and return to normal production as soon as possible. The company will carry out a comprehensive overhaul and maintenance of the production equipment, strengthen the daily maintenance and maintenance of the equipment, and ensure the normal operation of the equipment; will comprehensively sort out the production process, carry out targeted optimization and improvement, so as to improve production efficiency, reduce production costs, and further enhance the competitiveness of the enterprise; reserve a certain amount of raw materials in advance according to the production plan to ensure the stable supply of raw materials; and reasonably allocate personnel according to production needs.
【Key Project】Signed a contract for the 7GW heterojunction cell and module project of Beijian Energy
On April 17, Hohhot Economic and Technological Development Zone and Liaoning Beijian Energy Development Co., Ltd. signed an agreement on the high-efficiency solar module smart factory project. Tara, deputy secretary of the Party Working Committee and director of the Management Committee of the Economic Development Zone, attended the signing ceremony.
It is understood that Liaoning Beijian Energy Development Co., Ltd. plans to invest in the construction of high-efficiency solar cell module smart factories in the Economic Development Zone, including an annual output of 4GW heterojunction cell production line and 3GW module production line, with a total investment of about 5 billion yuan, a fixed asset investment of about 4 billion yuan, a total land area of 400 acres, and the construction of plant and ancillary facilities of 270,000 square meters. The construction period of the project is 18 months, and it is planned to start construction in June 2024 and be put into operation in December 2025.
【Key Event】The ITC of the United States issued a final ruling on the 337 part of the photovoltaic connector and its components
On April 19, the U.S. International Trade Commission (ITC) issued an announcement that it would impose restrictions on Certain Photovoltaic Connectors and Components Thereof, Investigation Number: 337-TA-1365) Section 337 Final Determination: The preliminary determination (No. 20) rendered by the ALJ on March 6, 2024, is not reviewed, i.e., the Petitioner does not meet the scientific and technological elements of the U.S. domestic industrial status, and the investigation into all claims of U.S. Registered Patent No. 10,553,739 is terminated, and there is no infringement of the patent.
On March 26, 2024, the U.S. International Trade Commission (ITC) issued a final ruling: the preliminary ruling (No. 19) rendered by the administrative judge in this case on February 28, 2024 will not be reviewed, that is, the investigation of all claims under U.S. Registered Patent No. 10,992,254 will be terminated based on the withdrawal of the applicant.
On March 11, 2024, the U.S. International Trade Commission (ITC) issued a final ruling: the preliminary ruling (No. 15) rendered by the administrative judge in this case on February 9, 2024 will not be reviewed, that is, based on the withdrawal of the applicant, the U.S. Registered Patent No. 10,553,739 Nos. 2, 3, 6, 8, 9, 11, 12, 15-18 Claims, U.S. Registered Patent No. 10,992,254, Nos. 2-4, 8-12, 14, 15 Claims, U.S. Registered Patent No. 11, 689,153 Investigation of complaints 2, 3, 6, 15-17.
On August 16, 2023, the U.S. International Trade Commission (ITC) issued a final ruling: the preliminary ruling (No. 5) made by the administrative judge in this case on July 18, 2023 will not be reviewed, that is, it will agree with the applicant's proposal to include U.S. registered patent No. 11,689,153 in the investigation, and the preliminary ruling (No. 6) made by the administrative judge in this case on July 18, 2023 will not be reviewed, that is, the investigation period is 17 months, and the date of termination of the investigation is expected to be November 12, 2024.
2023年6月5日，美国国际贸易委员会（ITC）投票决定对特定光伏连接器及其组件（Certain Photovoltaic Connectors and Components Thereof）启动337调查（调查编码：337-TA-1365）。
On May 4, 2023, Shoals Technologies Group, LLC of Portland, Tennessee filed a Section 337 investigation application with the ITC, claiming that the product exported, imported and sold in the United States infringed its intellectual property rights (U.S. registered patent Nos. 10,553,739, 10,992,254), and requested the U.S. ITC to issue a limited exclusion order and an injunction.
美国Hikam America, Inc., of Chula Vista, CA、墨西哥Hikam Electrónica de México, S.A. de C.V., of Mexicali, Baja California, Mexico、墨西哥Hikam Tecnologia de Sinaloa, of Guasave, Sinaloa, Mexico、菲律宾Hewtech Philippines Corp. of Laguna, Philippines、菲律宾Hewtech Philippines Electronics Corp. of Bundagul Mabalacat, Pampanga, Philippines、中国广东Hewtech (Shenzhen) Electronics Co., Ltd., of Shenzhen, China福泰克（深圳）电子有限公司、美国Voltage, LLC, of Chapel Hill, NC、中国浙江Ningbo Voltage Smart Production Co. of Ningbo, China宁波小伏科技有限公司为列名被告。
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