Research indicates that module production capacity reached 40.3GW in June, showing a year-on-year growth of 52.9% but a decline month-on-month due to early-stage inventory accumulation. As a result, module enterprises chose to red... more
News
PV Industry Chain: Upstream Prices Bottomed Out; the Third Quarter is Expected to Witness Positive Demand |
| published: 2023-07-25 17:21 |
PV Industry Chain: Upstream Prices Bottomed Out; the Third Quarter is Expected to Witness Positive Demand
Industry Chain Update: Upstream prices have finally reached their lowest point, and there has been a significant improvement... more
40 GW DC of Chinese PV Module Capacity, Valued at €7 Billion, Stored in European Warehouses; Rapidly Growing Numbers |
| published: 2023-07-24 16:49 |
As Europe strives to develop local solar module production capacity, developers cannot afford to wait until 2025 or later to secure the supply they need. As a result, they are increasingly stocking up their warehouses with much ch... more
Domestic PV Installation in June Hits a New High in a Single Month; In the Second Half of the Year, the Installed Capacity Will Improve Faster |
| published: 2023-07-24 16:46 |
In June, domestic PV installation reached a record high of 17GW, showing a remarkable 140% year-on-year increase and 33% month-on-month growth. The rapid decline in prices is expected to suppress short-term demand, but it also val... more
TOPCon is Booming; HJT Visibility will Increase |
| published: 2023-07-24 16:45 |
According to the “2022 Photovoltaic Development Review and Outlook for 2023” by Wang Bohua on July 20th, polysilicon production capacity is projected to exceed 600,000 tons in the first half year of 2023, a 65% increase year-on-ye... more
Opportunities and Challenges in Vietnam’s Photovoltaic Industry Investment |
| published: 2023-07-21 17:59 |
The photovoltaic (PV) industry, a crucial player in the clean energy sector, is experiencing rapid global growth and is a vital component in achieving a sustainable energy transition. Among emerging economies in Southeast Asia, Vi... more
South Africa, Southeast Asia and other emerging markets Witness Non-linear Growth in Solar Energy and Storage Demand |
| published: 2023-07-21 17:59 |
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
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
