DBM Video: Down 22% MoM! Up 50% year on year! Photovoltaic installed capacity data released in August

On September 22, Fujian Datang International Ningde Power Generation Co., Ltd. and Fujian Taining Industrial Park Management Committee signed an investment agreement on "Datang Group Taining Dayangping 130MW Roof Photovoltaic Power Station Project".

2026-09-26 10:30:40

On September 23, Zhongneng Digital Technology (Jiangxi) Co., Ltd. issued a tender announcement on the design, procurement and construction of the EPC general contracting project of Shache 300000 kilowatt photovoltaic sand control integration project.

2026-09-25 10:30:24

On September 24, the National Energy Administration released the national electricity statistics from January to August. From January to August, the newly installed PV capacity in China was 97.19 GW, representing a year-on-year decrease of 134.53 GW or 57.54%.

2026-09-24 14:17:16

On September 21, Honghe Prefecture of Yunnan Province was included in the announcement of the first batch of new energy project owners in Yunnan Province in 2026. There are 30 preferred projects with a total scale of 2.46 GW. A total of 2.234 GW new energy projects in 27 bid sections have been optimized, including 15 photovoltaic projects with a scale of 1.04 GW.

2026-09-24 10:30:55

Old friends, in the first half of the week, the component quotation went to two extremes-the low-efficiency products hit the bottom in batches, and the quotation went all the way to the bottom; but the price of the high-efficiency products not only stabilized, but even rose a little.

2026-09-23 17:12:22

On the morning of September 22, a fire broke out in an outdoor container-type lithium battery energy storage system of the Metropolitan Water Authority of Southern California in Raven, California, accompanied by an explosion, triggering a large-scale evacuation and shelter-in-place directive.

2026-09-23 17:05:03

On September 22, Shanshan issued a foreign investment announcement that the company intends to build an integrated base project with an annual output of 150000 tons of lithium-ion battery anode materials in the equipment manufacturing industrial park of Qingshan District, Baotou City, Inner Mongolia, which is also the first major industrial investment project of Shanshan after the formal ownership of Anhui state-owned assets in July this year.

2026-09-23 15:01:24

On September 22, the All-China Federation of Industry and Commerce released the "Top 500 List of China's Private Enterprises in 2026".

2026-09-23 14:00:34

In September, CGN started bidding for two major new energy base projects in Inner Mongolia, with a total scale of 24 G W! For supporting wind and light! Including 9GW wind power and 15GW photovoltaic projects.

2026-09-23 10:30:32

On September 15, Sichuan Development and Reform Commission announced that the energy-saving report of Liding Material, a wholly-owned subsidiary of China Innovation Airlines, with an annual output of 300000 tons of lithium iron phosphate project was approved in principle. The unit energy consumption of the project is 723.64kgce/t, and the electricity consumption is 3711.2 kwh/ton, which is superior to the provincial energy efficiency benchmark.

2026-09-22 14:29:22

On September 21, Atlas announced that Mr. Zhuangyan applied to resign as director and president of Atlas Sunshine Power Group Co., Ltd. due to reaching the legal retirement age and personal reasons. After his resignation, he continued to work in the company's subsidiaries as chairman and legal representative of Shenzhen Wenchu Innovation Technology Co., Ltd. (Household storage business).

2026-09-22 11:16:26

The Rising Tide of Optical Storage Industry Is Coming! On September 20, Guruiwatt issued a price adjustment notice. Affected by the rising raw materials in the upstream and the tight supply of core devices, production costs continue to rise.

2026-09-22 11:01:05

On September 17, the Suichang Branch of the Ecological Environment Bureau of Lishui City, Zhejiang Province, issued a public announcement on the acceptance of the EIA documents for the 1.5 million kilowatt agricultural-photovoltaic complementary photovoltaic power generation project in Huaneng Suichang.

2026-09-22 10:30:18

On September 20, Xinlong Kaisheng Yecheng County 600000 kW Photovoltaic Sand Control Project (EPC) issued a notice of bid rejection. As of the date of publication of this announcement, after repeated written and oral reminders by the tenderee, if the winning bidder fails to conclude a written EPC general contract within the time limit specified in the tender documents without justified reasons, it shall be deemed to have abandoned the qualification to win the bid, and the project shall be abandoned and the tender shall be reorganized.

2026-09-21 18:30:40

Recently, the Clean Energy Branch of Huaneng (Zhejiang) Energy Development Co., Ltd. and the People's Government of Pingyang County, Wenzhou, Zhejiang signed a strategic cooperation agreement on "Huaneng Pingyang Tengjiao 100MW Agricultural Photovoltaic Power Generation Project (Phase I)".

2026-09-21 16:30:31

Recently, the video of "Ningde Times Yibin Base Managers Restricting Employees to Go to the Toilet, Leading to Employees'Emotional Collapse and Excessive Rights Protection" spread all over the Internet, triggering a lot of heated discussions.

2026-09-21 15:49:52

The Yichun Xiawo Lithium Mine Project in Ningde Times, which was urgently suspended due to the dispute over the compliance of the publicity website, has made new progress after the rectification.

2026-09-21 11:44:40

On September 18, the Moss Landing Energy Storage Station in Monterey County, California, caught fire again. The fire point was the damaged battery area that had not been completely cleared since the catastrophic fire in 2025. The accident did not cause casualties.

2026-09-20 16:50:37

On September 15, the Hebei Development and Reform Commission issued the Notice on Issuing the List of Competitive Allocation of Some Wind Power and Photovoltaic Projects in Hebei Province in 2026. After the power grid company confirmed the access and absorption conditions and the third-party consulting unit reviewed the basic requirements, a total of 23 projects with a total of 2.23673 million kilowatts were selected.

2026-09-20 16:30:01

On September 17, the 100 MW/400 MWh lithium iron phosphate and sodium ion network independent energy storage project in Yizhou District, Hami, Yanyang, Xinjiang was terminated.

2026-09-20 14:53:06

Recently, Sunshine Power signed nearly 2.6 GWh of overseas energy storage orders, mainly from two contracts signed on September 15 and 17, distributed in Southeast Asia and Europe.

2026-09-20 11:32:22

A few days ago, Shenneng Xinjiang New Energy Co., Ltd. issued a solemn statement, making it clear that some units or individuals falsely used their names and forged official seals to sign false strategic cooperation agreements for new energy projects, falsely claiming to be entrusted by the company to carry out cooperation, luring relevant enterprises to pay deposits, industrial development subsidies and other fees, seriously infringing on the legitimate rights and interests of enterprises and damaging the company's image.

2026-09-20 11:15:07

On September 16, the Ximazi project of Huaneng Yushe 1 million kilowatt scenery base was officially started. The base is located in several townships in Yushe County, Jinzhong, Shanxi Province, with a total planned installed capacity of 1 million kilowatts, which is divided into four sub-projects.

2026-09-19 10:30:27

Recently, UAVs, automobiles, home appliances and real estate giants have intensively increased the layout of photovoltaic tracks. What are they playing? On September 4, Dajiang, the world's leading civil UAV company, launched a balcony solar energy system at the IFA exhibition in Berlin, Germany, which integrates plug and play, light storage and charging.

2026-09-18 16:30:52

On September 18, Yiwei Lithium Energy issued the Announcement on the Signing of the Supply Framework Agreement between Yiwei Power and Fluence. Recently, Yiwei Power and Fluence, a subsidiary of the company, further confirmed the expansion of cooperation based on the previous friendly cooperation. In 2027-2031, Yiwei Power signed a supply agreement to deepen cooperation in the production and delivery of 206 GWh batteries to Fluence.

2026-09-18 14:55:14

On September 18, 2026, the State Power Investment Group Co., Ltd. held a leading group (expanded) meeting. Entrusted by the leadership of the Central Organization Department, the responsible comrades of the relevant cadre bureaus of the Central Organization Department announced the decision of the Party Central Committee on the appointment of the general manager of the State Power Investment Group Co., Ltd.

2026-09-18 14:33:31

On September 17, Hunan Yuneng, the leading stock of lithium iron phosphate, announced that Ningde Times, the shareholder of the company, had reduced 17.4597 million shares of the company through centralized bidding and bulk trading from June 26 to September 16, 2026, accounting for 2.06% of the total equity.

2026-09-18 11:14:48

On September 11, the Bureau of Ecology and Environment of Liangshan Yi Autonomous Prefecture of Sichuan Province issued an announcement on the acceptance of the EIA of "Yongfeng Photovoltaic Power Generation Project in Jinyang, Liangshan Prefecture".

2026-09-18 10:30:39

Old friends, in the first half of the week, the quotation of components seems to be calm and stable, but in fact, the old drama of "dark drop" is on again. Look upstream first. The supply of 210R batteries, the main specification, has risen slightly this week, with the quotation returning to 0.31 to 0.32 yuan per watt, and high-efficiency batteries are out of stock.

2026-09-17 17:17:07

On September 16, Huadian Liaoneng announced that it would increase its capital by 200 million yuan to Duolun Company, a holding new energy subsidiary, to build a large-scale independent energy storage power station project. This capital increase is contributed by the two major shareholders in proportion to their shareholdings, and all the funds are used as project capital.

2026-09-17 17:10:33

On September 10, Lineage, the world's largest temperature-controlled warehousing operator, filed a civil lawsuit in the Los Angeles High Court against Altus Power, a photovoltaic operator, and its contractor for Pearce Services LLC, accusing them of negligence in operation and maintenance, which led to a major fire in their Los Angeles refrigerated warehouse. Claims exceed $1 billion.

2026-09-17 16:30:12

Recently, U.S. Transportation Secretary Sean Duffy publicly pressured Ford, accusing it of deep cooperation with Ningde Times, Geely and BYD on the grounds of supply chain security and national security, and demanding that Ford cut off or reduce relevant cooperation and abandon Chinese battery technology. Shares of Ford fell more than 5% on Tuesday on the news.

2026-09-17 15:24:07

Recently, the Development and Reform Commission of Henan Province issued a notice (Notice on the Inspection of the Construction of Independent Energy Storage Power Stations) that the independent energy storage projects that have not been put into operation for 6-15 months after the issuance of the written reply to the access opinions will be subject to a comprehensive inspection, involving 44 projects with a total scale of 6.11 GW/16.11 GWh.

2026-09-17 11:08:36

On September 15, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2026. It is estimated that the total procurement scale is 15GWp, and there are 6 bid sections, of which package 1 and package 4 purchase TOPCon components, package 2 and package 5 purchase HJT components, and package 3 and package 6 purchase BC components.

2026-09-16 16:30:44

On September 15, Shanxi Jinzhong Yushe Economic and Technological Development Zone 400 MW/800 MWh Shared Energy Storage Project EPC General Contracting issued a tender announcement, the total investment of the project is 800 million yuan, the source of funds is self-financing, the tenderer is Yushe Zhenghe Digital Energy Technology Co., Ltd.

2026-09-16 15:14:25

The official of Wenshan Power Supply Bureau of Yunnan Power Grid disclosed that on September 7, during the period when a new energy company submitted the certificate of ownership of photovoltaic grid-connected real estate, the staff of Renhe Power Supply Station of Yunnan Wenshan Maguan Power Supply Bureau of China Southern Power Grid found that the authenticity of the official seal of the local government affixed to the certification documents was doubtful.

2026-09-16 11:42:35

Recently, the State Administration of Market Supervision and Administration disclosed that Ningde Times completed the anti-monopoly review of the acquisition of shares of Chongqing Yaoning New Energy Technology Co., Ltd. and was unconditionally approved.

2026-09-16 10:53:14

TCL Zhonghuan official micro-blog recently announced that Liu Yong led a team to visit Shuifa Xingye Energy Group as COO (Chief Operating Officer) of the company. This is the first official disclosure of the new position of Liu Yong, the founder of Yidao Xinneng, after TCL Zhonghuan completed the strategic acquisition of Yidao Xinneng in early July.

2026-09-15 17:19:27

The administrator of Haikong Sanxin (Bengbu) New Energy Materials Co., Ltd. will auction all seven photovoltaic glass deep processing production lines in its factory area from 10:00 on September 22 to 10:00 on September 23.

2026-09-15 16:30:56

Lithium Carbonate Prices Continue to Collapse! On September 11, the main futures contract fell nearly 5%, falling below 130000 yuan/ton, a new low in the year, and the price fell nearly 20% from a high of 160000 in just two weeks.

2026-09-15 15:02:51

On September 14, the Energy Bureau of Honghe Prefecture announced the results of the owner selection (second time) of 7 photovoltaic power generation projects in the construction list of the second and third batches of new energy projects in Yunnan Province in 2025. Henan Yushuo New Energy Co., Ltd. covered 7 photovoltaic project indicators with a scale of 460 MW.

2026-09-15 13:26:05

On September 13, Ningde Times signed a cooperation agreement with BME, a local battery manufacturer in Egypt, to invest more than 2 billion Egyptian pounds (about 261 million yuan) to build a power battery manufacturing plant in Egypt.

2026-09-15 11:09:33

On September 5, the EPC general contracting project of 100m W household distributed photovoltaic power generation in Bayannaoer City, Inner Mongolia was officially started. The project is located in Bayannaoer City, Inner Mongolia, with a total investment of about 210 million yuan and an installed capacity of 100MW (DC side), all of which are household photovoltaic.

2026-09-14 16:49:20

On September 11, Guoxuan Gaoke announced that it had won 6 GWh energy storage orders for the first batch of large-scale battery energy storage projects in Saudi Arabia, which will provide a complete set of energy storage solutions for the three major energy storage stations in Saudi Arabia.

2026-09-14 15:16:39

Recently, the "Group Leadership" column on the official website of China Huaneng Group Co., Ltd. shows that yuan Xu has been appointed Vice General Manager and Party Member of China Huaneng Group.

2026-09-14 13:56:10

On September 11, the US Ministry of Commerce officially released the final anti-dumping and countervailing tariff rulings on photovoltaic cells and components from India, Indonesia and Laos.

2026-09-14 11:43:04

On the evening of September 11, Ningde Times announced that the company first repurchased 604,293 A-shares through centralized bidding, accounting for 0.0131% of the total share capital, with the highest transaction price of 331.61 yuan per share and the lowest transaction price of 330.15 yuan per share, with A total turnover of about 200 million yuan.

2026-09-14 11:05:50

On September 7, Jiangsu Yancheng Ecological Environment Bureau announced the ecological environment impact report of Longyuan Jiangsu Dafeng H12 # 500000 kilowatt offshore photovoltaic project phase I 300000 kilowatt project.

2026-09-12 10:30:58

On August 28, China Nuclear Huineng listed and transferred the shares of five energy companies in Guangdong United Property Rights Exchange Center. The five target companies were all established in 2021, and their business scope covers solar power generation technology services.

2026-09-11 17:00:00

On September 8, Shenyang Cuihua Gold and Silver Jewelry Co., Ltd. announced that the company received the Prior Notice of Termination of Listing issued by Shenzhen Stock Exchange. The Shenzhen Stock Exchange intends to decide to terminate the listing and trading of the company's shares because it fails to disclose the 2025 annual report within the statutory time limit and touches on the normative delisting situation.

2026-09-11 16:33:47