Some initially planned fundraising projects are delayed. Juhe Materials claims there is no substantial impact and will accelerate the layout of the Copper slurry industrialization.
① Juhua Materials stated that the delay of the Delijun project is mainly due to the hard soil quality of the construction site, causing the project delay; ② A person from the company's secretary office said that the current stage of the entire photovoltaic Industry Chain, the process of reducing Silver is a development trend in the Industry, which plays an important role in reducing costs and improving efficiency for Battery.
Involving TOPCon Battery module technology, JinkoSolar is suing LONGi Green Energy Technology for patent infringement.
① JinkoSolar has sued LONGi Green Energy Technology in the Intermediate People's Court of Nam Cheong, involving TOPCon Battery technology and component technology; ② Integrated companies ranked among the top in component shipments have either actively or passively become involved in the photovoltaic patent disputes. Some analysts believe that the strength of patent protection in the photovoltaic Industry will continue to increase in the future.
Breaking the "involutionary" competition! The two major photovoltaic leaders announce "production reduction and control of output."
Tongwei Co.,Ltd's subsidiary Yongxiang Co. and Daqo Energy have a total production capacity of over 1.2 million tons. Analysts expect that this production cut will reach at least 0.8 million tons, leading to a significant decline in silicon material output from December to January. Despite the production cut being initiated, the current Industry still faces considerable inventory pressure.
The sudden production cuts by leading silicon material manufacturers are expected to drive price and profitability recovery through industry self-discipline.
On the evening of December 24th, Tongwei Co., Ltd and Daqo Energy announced via their official accounts that to actively respond to the spirit of the Central Economic Work Conference and to eliminate "involution" vicious competition, the two silicon material companies will carry out orderly production cuts and production control. A research report from Huachuang Securities pointed out that if the subsequent industry self-discipline agreement progresses smoothly, the current supply and demand surplus is expected to be significantly alleviated, driving price and profit recovery.
Trina Solar Co., Ltd. collaborates with AMEA Power to implement a large-scale energy storage project in Egypt.
① This project is Egypt's first public utility-scale Battery storage system project; ② The Elementa2 platform (5MWh) has multiple advanced technological advantages, aiming to optimize performance, ensure safety, and reduce costs.
Another photovoltaic leader is heading to the Middle East. JA Solar Technology plans to invest 4 billion yuan to build Battery component production capacity in Oman | Quick read announcement.
① After planning projects in Egypt, JA Solar Technology announced plans to invest in Oman to build a project with an annual production capacity of 6 GW of high-efficiency Battery cells and 3 GW of high-power Battery modules, with a total investment of nearly 4 billion yuan; ② The Middle East and North Africa region has become a new destination for photovoltaic export, with many Chinese companies officially announcing plans and progress, aiming for production as early as 2025.