DBM Video: Component Efficiency Threshold Soars to 23.2% Overnight? 30% of production capacity will be withdrawn? Is it true or false that the photovoltaic composition reappears in Jianghu?

On June 10, the photovoltaic concept stocks rose collectively at the end of the day, which was rumored to be related to the two major small compositions in the photovoltaic circle!

2026-06-11 16:30:02

On June 11, Longpan Science and Technology announced that the company's holding company, Liyuan (Asia-Pacific), intends to invest in the construction of a large-scale production project of cathode materials for new energy automotive power and energy storage batteries in Indonesia through its wholly-owned subsidiary, Liyuan Indonesia (Batang).

2026-06-11 15:34:58

On the evening of June 10, Tianqi Lithium made a sudden announcement that its holding subsidiary, Talison, located in Australia, had a local fire during the overhaul of the third phase of the chemical grade lithium concentrate plant. The fire in the relevant area had been put out in a timely and effective manner. All on-site personnel had been evacuated safely, and no injuries had been reported. Individual equipment in the plant had been damaged, and the main equipment and production lines had not been affected.

2026-06-11 11:03:45

On June 9, Hunan Development announced that the company and Ningyuan County Development and Reform Bureau signed the Agreement on Investment and Development of Centralized Photovoltaic Projects in Ningyuan County, Hunan Province.

2026-06-11 10:30:57

On June 5, China Nengjian issued a tender announcement for centralized procurement of photovoltaic inverters in 2026. The estimated procurement capacity of this centralized procurement project is 20GW, which is divided into 8 bid sections, including centralized inverters and string inverters.

2026-06-10 16:30:22

On June 8, Jiangxi Natural Resources Department announced that the land pre-examination and site selection opinions of Yichun Times New Energy under Ningde Times were cancelled due to the application of enterprises.

2026-06-10 16:19:58

According to the latest market value of energy storage listed companies, compared with May 6, only Huichuan Technology and Sunshine Power achieved a small increase in the market value of 20 companies, with a total shrinkage of 680 billion yuan.

2026-06-10 12:29:55

On June 7, the results of the photovoltaic sand control project in Ordos City in 2026 were officially announced. The Ordos Photovoltaic Sand Control Project has a total index of 6 million kilowatts.

2026-06-09 18:30:25

On June 5, Xinjiang Qiemo 250 MW/1000 MWh grid-type independent new energy storage project EPC general contracting public tender announcement was issued, and the project tenderer was Qiemo Rongyu Energy Storage Co., Ltd. The maximum bidding price is 728 million yuan, equivalent to a unit price of 0.728 yuan/Wh.

2026-06-09 17:16:28

On June 3, the Ningxia Lingwu Examination and Approval Service Administration issued a public announcement on the acceptance of the environmental impact report form for the 500000 kilowatt photovoltaic composite project in Lingwu City, Central.

2026-06-09 16:30:25

On June 4, China Energy Construction Group, Guoxuan Gaoke and the United Arab Emirates AMEA Power signed three new energy cooperation agreements, covering two independent battery energy storage system engineering EPC and energy storage battery production base construction cooperation.

2026-06-09 15:30:37

Recently, a number of head salt lake lithium extraction enterprises in Qinghai suddenly spread the news of power transformation and phased production reduction. By the end of June, Qinghai will carry out large-scale power upgrading and transformation, and the whole maintenance cycle is expected to be as long as half a month.

2026-06-09 11:31:15

On June 5, Ningxia Lingwu Huaxin Integrated Energy Services Co., Ltd. issued a tender announcement for EPC general contracting of Lingwu 1 GW/4 GWh centralized shared energy storage project.

2026-06-08 17:06:55

On June 7, Xinzhuobang announced that it had signed the Electrolyte Cooperation Agreement with Ningde Times, the leading power battery company, which stipulated the amount of electrolyte purchased by Ningde Times from Xinzhuobang in the next three years, with a cooperation period from 2026 to 2028.

2026-06-08 15:42:17

On June 6, Gansu Gulang Longdian Entering Zhejiang Huanghuatan 2 million kilowatt photovoltaic project EPC II and III bid section winning candidates were announced, and the project tenderer was Gansu Gulang Longdian Entering Zhejiang Huanghuatan Energy Co., Ltd.

2026-06-08 15:09:30

The total installed capacity of the supporting power supply base is 14.64 million kilowatts, including 8 million kilowatts of photovoltaic power, 4 million kilowatts of wind power and 2.64 million kilowatts of regulated coal-fired power, with a total investment of about 64.2 billion yuan.

2026-06-08 11:32:44

On June 4, Inner Mongolia Electric Power Co., Ltd. of the State Energy Group issued the Statement on the Development of New Energy Projects by Counterfeit Companies. The statement said that recently, illegal elements used the company's name and personnel identity to release project cooperation, docking and bidding information, involving related projects such as the 1G W wind power project in Anyu Township, Gan'an County, Songyuan City, Jilin Province, and the 1.5g W photovoltaic power generation project in Urat Houqi.

2026-06-08 11:24:38

On June 5, China Nengjian launched the framework collection project of lithium iron phosphate energy storage system in 2026. The total scale of this procurement is estimated to be 30GWh, which is mainly divided into four bid sections, namely, 1C (1-hour system), 0.5C (2-hour system), 0.25C (4-hour system) and lithium iron phosphate battery core.

2026-06-08 10:58:57

A few days ago, China Power Construction Guizhou Company issued a statement, saying that illegal elements used the name of its Yangchun Wenhui 300 MW parity agricultural-photovoltaic complementary photovoltaic power generation project to carry out illegal fund-raising, signing false contracts and other illegal acts.

2026-06-06 10:30:07

On June 3, the 19th International Solar Photovoltaic and Smart Energy Exhibition (SNEC 2026) was officially launched at the Shanghai National Convention and Exhibition Center. On the first day of the launch of the energy storage track, the signing atmosphere was hot, and a number of leading energy storage enterprises, such as Chuneng, Yiwei Power and Ganfeng Lithium Power, successively landed in heavy cooperation, with the total amount of contracts exceeding 52 GWh.

2026-06-05 17:21:22

On the evening of June 3, Daquan Energy announced that its subsidiary Daquan Science and Technology intends to build a "Daquan Intelligent Energy System Manufacturing Base Project" in Kunshan, Jiangsu Province, aiming at building a next-generation power supply and distribution and intelligent energy integrated system manufacturing base serving the Intelligent Computing Center (AIDC) and improving the industrial ecology of the integration of artificial intelligence and new energy.

2026-06-05 16:30:26

On June 4, the announcement of the termination of the general contracting (EPC) tender for the 400 MW/800 MWh independent energy storage project in Xiangyuan County of Penghui Lihe was issued, which showed that the technical standard boundary and the project investment implementation plan agreed in the original tender documents could not be used due to the impact of the withdrawal of the project from the construction of the new energy storage project. The original bid-winning result is invalid.

2026-06-05 15:33:45

On June 1, the second bid section of the general contracting project of Jiangsu Yiwei Lithium Energy High Specific Energy Large Square Super Energy Storage Plant started smoothly. The project is located in Nantong, Jiangsu Province, with a total construction area of about 166000 square meters, a total construction period of 266 days and an investment of 5 billion yuan.

2026-06-05 10:51:00

On June 2, the Development and Reform Bureau of Xushui District, Baoding City, Hebei Province, issued a public announcement to further strengthen the management of new energy projects, in accordance with the requirements of provincial and municipal photovoltaic projects.

2026-06-05 10:30:53

On June 3, Yunnan Development and Reform Commission and Yunnan Energy Bureau issued a notice on the development and construction plan of the first batch of new energy projects in Yunnan Province in 2026, which showed that there were 274 projects in the development and construction plan of the first batch of new energy projects in Yunnan Province in 2026.

2026-06-04 18:32:01

On May 30, Xiangtou Energy (Lingling District) Co., Ltd., a subsidiary of Hunan Energy Group, invested in the construction of the first pile foundation of Changling Village Photovoltaic Power Station Project in Lingling District, Yongzhou City, and the main project was fully constructed.

2026-06-04 16:30:13

On June 2, the EPC successful candidate of Xinlong Kaisheng Yecheng County 600MW Photovoltaic Sand Control Project was announced. The first successful candidate was Southwest Engineering Co., Ltd. of China Railway 15th Bureau Group/consortium: Shandong Environmental Energy Design Institute Co., Ltd., with a unit price of 2.539 yuan/W.

2026-06-04 10:30:15

On June 1, the EPC general contractor of Ningxia Wanji Yongle Shared Energy Storage Power Station Project issued a notice of bid rejection. The tender announcement of the project was issued for the first time on May 6. After evaluation by the Bid Evaluation Committee, the tender was officially unsuccessful because there were less than three valid bidders.

2026-06-03 15:09:51

On the other hand, I have also observed that we used to call it photovoltaic, then it was called energy storage, and recently it was the integration of photovoltaic and storage. But I also see a phenomenon: it seems that no one who does energy storage is doing photovoltaics, and all those who do photovoltaics are doing energy storage.

2026-06-03 14:46:05

On May 30, the second photovoltaic area of Zhengdou I Photovoltaic Power Generation Project in Ganzi Township was officially started in Zhengdou Township, Xiangcheng County, Ganzi Prefecture, Sichuan Province.

2026-06-03 11:00:44

On May 29, Xinneng Hengchu New Energy in Shihezi City, Xinjiang announced that the EPC general contracting of the 500 MW/2 GWh Independent Energy Storage Power Station Project (Phase II) was open for bidding. The project was funded by self-financing, with a total investment of 2.1 billion yuan.

2026-06-03 10:58:35

Recently, the domestic power battery leader Yiwei Lithium Energy issued an equity trading related announcement, officially announcing the end of nearly six years of in-depth strategic cooperation with SK On, a well-known Korean battery giant.

2026-06-02 11:05:57

2026 Shanghai SNEC PV & Energy Storage Exhibition will be held in Shanghai National Convention and Exhibition Center from June 3 to 5. A total of 14 pavilions will be opened in this exhibition, including 8 pavilions related to PV and 6 pavilions related to energy storage (including the newly added pure energy storage pavilion 3H).

2026-06-01 16:41:46

On May 30, Rongjie Group Guangzhou Development Zone New Energy Intelligent Manufacturing Base started construction. The intelligent manufacturing base is located in Zhongxin Guangzhou Knowledge City, Huangpu District, Guangzhou, with a total area of about 366000 square meters.

2026-06-01 15:57:09

From May 20 to 27, six photovoltaic projects have made new progress, with a cumulative capacity of 454 MW, and the construction units involve the companies of central enterprises such as Datang, State Energy Group and Huaneng.

2026-06-01 11:34:52

On May 31, the tender announcement for purchasing energy storage equipment for ZNTK supporting 100 MW photovoltaic + 100 MW/500 MWh energy storage project in Angren County, Xigaze City, Xizang was issued.

2026-06-01 11:05:51

Recently, the 2 million kilowatt beach photovoltaic demonstration project of China Nuclear Tianwan, jointly built by China Nuclear Huineng, Jiangsu Nuclear Power and Lianyungang local state-owned assets, has officially started the construction of the main offshore project.

2026-05-29 18:00:00

On May 27, Zimbabwe, the core lithium mining country in Africa, suddenly introduced a new heavy mining policy, listing 14 strategic resources such as lithium, cobalt, nickel and graphite as key minerals at the national level, formally landing the national mandatory minimum shareholding system.

2026-05-29 16:21:27

According to the bidding platform, Shiqiao Photovoltaic Power Generation Project, the second batch of new energy projects in Fumin County, Yunnan Province in 2025, was abandoned by the main body of investment and development. The reason for bid rejection is that the original successful bidder submitted the Letter on Application for Abandoning the Qualification of Winning the Bid of Shiqiao Photovoltaic Power Generation Project on April 9, 2026, and abandoned the qualification of winning the bid.

2026-05-29 15:15:24

On May 28, the EPC tender for the energy storage system of the 400 MW/1.2 GWh new independent energy storage project in Weiyang District, Xi'an City, Shaanxi Province, with a total investment of 2.2 billion yuan and an estimated tender price of about 1.87 billion yuan, or a unit price of 1.56 yuan/Wh.

2026-05-29 10:57:43

On May 27, Haibo Sichuang signed an agreement with ERS Energy, an ASEAN renewable energy EPCC company, and Gamuda, a Malaysian energy company, to jointly promote the MyBeST Pekan energy storage system project in Malaysia.

2026-05-28 17:17:51

Recently, Zhong, the founder of Nongfu Spring and the former richest man in China, led the investment of Zhejiang Zhibang Lithium and Electricity New Materials Co., Ltd., a solid-state electrolyte company established only one year ago, through a private equity fund under his control.

2026-05-28 15:10:51

On May 27, Enjie disclosed that its subsidiary planned to acquire 100% of Jiangsu Aisikai, a subsidiary of SK Group of Korea, for 400 million yuan, and take over 940 million square meters of wet diaphragm production capacity, aiming at integrating high-quality assets in the market.

2026-05-28 11:45:07

Following the withdrawal of the IPO application in January 2026, Yadian Technology, a photovoltaic equipment service provider, once again launched a second impact on the IPO. On May 25, the company completed a new round of IPO guidance filing in Jiangsu Securities Regulatory Bureau.

2026-05-28 11:41:12

On May 26, Tianzhi Material announced that the company intends to build a project with an annual output of 160000 tons of high-pressure lithium iron phosphate in Taizhou, Zhejiang Province through Taizhou Tianzhi.

2026-05-27 15:39:37

On May 22, the EPC tender for the 200 MW/800 MWh grid-side energy storage project in Yima City, Sanmenxia, Henan Province, with an estimated contract price of 880 million yuan and a unit price of 1.1 yuan/Wh.

2026-05-27 11:00:30

On May 13, Shanxi Energy Bureau announced the list of the first batch of abolished wind and photovoltaic projects in 2026, involving 21 projects with a total scale of 1.382084 million kilowatts.

2026-05-27 10:30:52

On May 25, the general contractor (EPC) of the 100 MW/400 MWh independent energy storage project in Gaolan County, Lanzhou City, Gansu Province, issued a notice of bid rejection. The reason for bid rejection showed that the winning bidder failed to sign the contract within the time limit, and the tenderer finally decided to reject the project.

2026-05-26 17:31:32

Recently, CGN Yunnan Baoshan Longyang District 540 MW photovoltaic project group started construction in an all-round way, with a total investment of over 1.87 billion yuan.

2026-05-26 17:15:26

On May 22, Enjie announced that after deliberation and approval by the board of directors of the company, it decided to terminate the investment in the construction of lithium battery isolation membrane project in Malaysia.

2026-05-26 15:19:52