Real reversal or short-term warming? A surge in distributed photovoltaic installations is happening, with some Dealers claiming to have encountered "order cancellations".| Fax
① Under the rush of photovoltaic installations, an outbreak of demand has led to insufficient supply, causing conflicts in production and sales, with some Dealers claiming that they have had their orders "canceled" by component manufacturers; ② Dealers state that their current focus is entirely on the rush of installations for the two key deadlines of April 30 and May 31, feeling overworked and primarily concentrating on installation; ③ Analysis suggests that the current emphasis on controlling production capacity in the photovoltaic Industry has reached an unprecedented level, which will effectively alleviate the situation of oversupply.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
The central No. 1 document first proposed "new agricultural productive forces", and the Jiangsu Nonghua Intelligent Agriculture Technology Sector is expected to be catalyzed.
The No. 1 central document of 2025 first proposed "new quality productivity in Agriculture." Jin Wencheng, director of the Rural Economic Research Center of the Ministry of Agriculture and Rural Affairs, stated that the connotation of new quality productivity in Agriculture is quite rich, including current Biological Breeding technology, Drone technology, AI technology, and digital technology.
Tongwei Co., Ltd. has launched a new "granular silicon" production project, which it refers to as an independent technological pathway.
① Tongwei Co.,Ltd has made its first move into "granular silicon," adding a new set of silane method production pilot devices for granular silicon, which can achieve an additional granular silicon production capacity of 0.01 million tons per year; ② The photovoltaic Industry is currently still at the bottom of the cycle, and for Polysilicon companies, there remains intense pressure to reduce costs.
The 5 billion yuan acquisition plan ultimately fell through as Tongwei Co.,Ltd terminated the merger with Runyang Co. Why is the merger and restructuring in the photovoltaic Industry "loud thunder but little rain"?
① With rumors of overseas factories halting production and the patent litigation dispute with Trina Solar Co., Ltd., Runyang Co., Ltd.'s advantageous Polysilicon production capacity is far from sufficient to support this transaction of up to 5 billion yuan; ② Analysts believe that mergers and acquisitions are considered an effective way to address internal competition, but the generally high debt-to-asset ratio of photovoltaic companies makes mergers and acquisitions challenging.
Private real estate companies' bond financing broke through, with bond issuance in January increasing by 8.2 percentage points compared to the previous month.
According to data released today by the China Index Academy, a total of four private and mixed-ownership real estate companies completed the issuance of credit bonds in January, namely Greentown, Hangzhou Binjiang Real Estate Group, MIDEA REAL EST, and New Hope Liuhe, with a total issuance amount of 3.9 billion yuan; Additionally, according to monitoring data from E-Han Think Tank, in January of this year, the bond issuance scale of private real estate companies accounted for 8.2% of the total issuance, an increase of 8.2 percentage points month-on-month.