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The National Development and Reform Commission and the National Energy Administration issued the Action Plan for Low-Carbon Transformation and Construction of Coal-Fired Power Generation (2024-2027).
On July 16th, the National Development and Reform Commission and the National Energy Administration issued the Action Plan for Low-Carbon Transformation and Construction of Coal-fired Power Plants (2024-2027).
GF Sec: Affordable prices are getting closer, and electricity reform and consumption are leading a new round of better-than-expected results.
Under the current electricity pricing system, it is difficult to achieve complete parity for photovoltaic power generation with energy storage; the difficulty is even greater for high-cost overseas implementation. However, as technology efficiency improves and costs decrease, the increase in photovoltaic-to-storage ratio will still be a key factor in new rounds of demand exceeding expectations.
Everbright Securities: Soliciting opinions on the Revision of Normative Conditions for the Photovoltaic Manufacturing Industry, Guiding Technological Progress and Standardized Development of the Photovoltaic Industry.
The purpose of this revision is to further guide photovoltaic enterprises to reduce investment in photovoltaic manufacturing projects that simply expand production capacity, while further enhancing the requirements for project process technology and energy consumption management;
MIIT: Guide photovoltaic enterprises to reduce photovoltaic manufacturing projects that simply expand production capacity.
On July 9th, the Ministry of Industry and Information Technology solicited opinions on the draft of the "Normative Conditions for the Photovoltaic Manufacturing Industry (2024 Edition)" and the "Regulations for the Management of Announcement of Norms for the Photovoltaic Manufacturing Industry (2024 Edition)".
According to Jibang Consulting, the domestic penetration rate of N-type components reached 84% in the first half of the year, an increase of 24% compared to the previous period.
According to the TrendForce Greater China Photovoltaic Industry Bidding Database, the domestic component procurement bidding volume in the first half of 2024 is about 108GW.
Energy giants are selling non-core assets, and refineries have become a favorite of csi commodity equity index traders.
Cash-rich commodity traders are acquiring refineries that energy giants are gradually abandoning.
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