Investing over 1 billion! Ailo Energy plans to invest in a large storage project.
①This layout shows that Aero Energy is shifting its focus from household energy storage to covering multiple scenario applications; ②After the land is selected, construction will start within 3 months of signing the land transfer contract, the project will be completed within 24 months of starting construction, and production will start within 6 months of project completion.
Sany Heavy Energy: Overseas orders are expected to maintain high growth this year, with the wind turbine manufacturing sector poised for "volume increase with stable prices" in the second half. | Directly targeting the earnings conference
①The company's secretary Zhou Likai said that in the second half of the year, the construction of wind farms will be accelerated. Compared to the first half of the year, the company will speed up grid connection and transfer pace in the second half of the year; ②Sany Heavy Energy disclosed that currently, overseas orders are mainly from surrounding Belt and Road Initiative countries, and at the same time, there are numerous project negotiations, with prospects for breakthroughs in more countries in the future.
Shichuang Energy plans to raise 0.285 billion yuan through private placement to build a 1GW cascaded component project annually, promoting the industrialization process.
1. 0.2 billion yuan will be used for the annual production of 1GW shingled module manufacturing project, with a planned construction period of 9 months, and 85 million yuan will be used to supplement working capital. 2. The company's half-cut N-type TOPCon battery production line was put into operation in the first half of 2024. The shingled technology used in this fundraising project can be well matched with the double-POLO technology of TOPCon batteries.
2024 Service Trade Fair | Interview with Jinkosolar Vice President Qian Jing: Building a factory in Saudi Arabia is the breakthrough for Jinkosolar, and production is expected to start in early 2026.
① Service-oriented manufacturing is the next stage of the photovoltaic manufacturing industry; ② The Middle East market is growing significantly; ③ In the face of industry integration, building factories in Saudi Arabia is a breakthrough path for JingKe.
Great Energy: There are already 8-10 potential customers for semiconductor-grade polycrystalline silicon, and it is expected that the "tug-of-war" in the photovoltaic industry will continue for 2-3 quarters. | Direct hit at shareholder meeting
①In terms of Daquan Energy, the short-term trend of silicon material quote is expected to rise, but the actual fill price depends on the game between upstream and downstream. Currently, the tight balance of supply and demand of silicon materials has not yet been reached; ②If the fill price of silicon material only rises slightly, it is not cost-effective to restart the capacity that has been shut down. During the capacity switching on and off period, manufacturers will suffer from cost and quality pressures; ③Stabilizing the supply chain while reducing costs, Daquan Energy is implementing an "upward integration" layout of industrial silicon.
Star Evening News | Wuxi Autowell Technology Co., Ltd., a subsidiary of wuxi autowell technology co., ltd., has signed a 0.9 billion yuan contract for photovoltaic equipment. The IPO registration of Think Tech on the Star market has taken effect.
Contemporary Amperex Technology plans to adjust the production arrangement of lithium carbonate in Yichun; Qianxin Holdings shareholder has promised not to reduce its shareholding within 6 months; Zhejiang Orient Gene Biotech and its related parties jointly invest 1.2 million US dollars to establish a holding company in the Philippines.