The 2023 energy storage medium-term strategy report released by Soochow Securities highlights significant trends in the industry. Notably, the convergence of solar and energy storage prices is driving a surge in demand for large-s... more
News
Lithium Carbonate Prices Slightly Fluctuate; Domestic Energy Storage Installed Capacity Hits Record High |
| published: 2023-07-20 17:34 |
As of the end of June 2022, the tender capacity for domestic lithium iron phosphate battery energy storage systems has surpassed 15GWh. In June, the winning capacity for domestic lithium battery energy storage projects reached 640... more
Views on the Current New PV Technology: Competition Between TOPCon and HJT |
| published: 2023-07-20 17:33 |
PV products are fundamentally investment products, and any discussion about PV technology without considering the cost is meaningless, akin to building castles in the air. The decision to introduce a new technology into mass produ... more
High Inventory Takes Time to Solve; PV Glass Prices Stay Stable in the Short Term |
| published: 2023-07-20 17:31 |
As of July 14, the domestic price for 2.0mm PV coated glass (panel) stands at RMB 17/㎡, while 3.2mm PV coated glass is priced at RMB 25/㎡, with both prices remaining unchanged compared to the previous week. This month, the price o... more
HJT Equipment Leader Maxwell Proposes Three Indium Reducing Approaches to Promote Cost Reduction of HJT Cells |
| published: 2023-07-20 17:28 |
At present, the primary target material used for HJT (Heterojunction) is ITO (Indium Tin Oxide), but indium is a rare and expensive metal, leading to high costs associated with HJT target material.
Maxwell has introduced three app... more
Compulsory energy storage and shared energy storage have become the driving force of domestic energy storage |
| published: 2023-07-19 18:00 |
Domestic large-size storage market: compulsory installed capacity is currently an important driving force for the development of China’s energy storage. In the early days, the market of new energy vehicle was driven by government ... more
Analysis of Power Battery Material System and Market |
| published: 2023-07-18 17:45 |
The material system of power batteries encompasses various crucial components, including the cathode, anode, diaphragm, electrolyte, and collector. In the current market, the dominant cathode materials are lithium iron phosphate a... more
HJT Cell and Equipment Industry Poised for Profitability in 2023; 2024 Set to be the Year of Industrialization |
| published: 2023-07-18 17:43 |
HJT Cell and Equipment Industry Poised for Profitability in 2023; 2024 Set to be the Year of Industrialization
Short-term Outlook:
Mass production of silver-coated copper, bifacial microcrystalline, and 0BB technology has led to r... more
PV Industry Chain Prices Reach Bottom; Subsequent Demand Remains Uncertain |
| published: 2023-07-18 17:40 |
Towards the end of the previous year, the increasing polysilicon production capacity resulted in a significant plummet in its price. However, the downstream market began stocking up, and polysilicon plants became reluctant to sell... more
Bidding Overview of Domestic Energy Storage in June |
| published: 2023-07-17 17:38 |
According to partial statistics, a total of 29 domestic electrochemical energy storage projects were opened for bidding in June 2023, with a combined capacity of 13.73GWh. This represents a significant month-on-month increase of 1... more
