DBM Video: 58% Gross Margin! Photovoltaic giant earns 3.8 billion yuan in the third quarter

First Solar, an American thin-film photovoltaic module manufacturer, reported on October 29 that its operating income in the third quarter of 2026 was $1.231 billion, down 22.8% year-on-year, and its net profit was $571 million, up about 25.2% year-on-year.

2026-11-04 16:30:42

On November 2, the fire rescue brigade of Mengsu Economic Development Zone in Ordos, Inner Mongolia, issued a fire report that the heat transfer oil pipe gallery on the east side of No.2 grinding plant of Fulin Times New Materials Co., Ltd. in Inner Mongolia caught fire. After receiving the alarm, the fire department immediately rushed to the rescue, evacuated the scene personnel at the first time, and closed the valve of the heat transfer oil pipe gallery.

2026-11-04 10:57:13

On October 27, the Danyang Bureau of Ecology and Environment of Zhenjiang City, Jiangsu Province, issued a public announcement on the acceptance of the EIA document of "Changxia Clean Energy (Danyang) Co., Ltd. 'S new 100m W fishing-photovoltaic hybrid power generation project in Lingkou Town, Danyang City (re-approval)".

2026-11-04 10:30:13

On November 2, Tongling announced that the company and its related party Zhenjiang Shangkun Business Consulting Co., Ltd. and Yan Rongfei, the company's actual controller, had recently received a warning letter from the Jiangsu Securities Regulatory Bureau and were recorded in the integrity files of the securities and futures market due to the related party's occupation of non-operating funds and failure to fulfill the related party's transaction review procedures and information disclosure obligations in a timely manner.

2026-11-03 17:00:34

On October 29, Tuori Xinneng disclosed that Chen Chen transferred 28.6% of his shares in Aoxin Investment, the controlling shareholder of the listed company, to his father Chen Wukui and 25% to his mother Li Fenli. The relevant industrial and commercial changes have been completed. So far, Chen Chen no longer holds the shares of the listed company directly or indirectly.

2026-11-03 11:42:44

On November 1, * ST Yijing announced the adjustment of the pre-restructuring investment arrangement. The original small investor, Zhongrun Solar Energy, intends to invest 719 million yuan to become the main investor, and will adjust the capital contribution of Ningbo Ruilian, the original main investor, to 100 million yuan after the restructuring of the holding company, and subsequently intends to act in concert with Zhongrun Solar Energy.

2026-11-02 17:15:55

On October 30, Sunshine Power released a report for the third quarter of 2026. In the first three quarters, it achieved a revenue of 48.863 billion yuan, down 26.41% year-on-year, and a net profit of 6.599 billion yuan, down 44.46% year-on-year.

2026-11-02 16:54:36

On October 31, Xinjiang Chuangqing Energy Storage Technology Co., Ltd. issued a bid rejection announcement for the EPC project of 100 MW/400 MWh independent energy storage power station in Jiashi County, Kashgar Prefecture.

2026-11-02 16:49:10

On the evening of November 1, Tongwei disclosed its restructuring plan (revised draft) to acquire 100% of Qinghai Lihao Qingneng by issuing shares and paying cash. It is estimated that the initial transaction consideration ceiling will not exceed 4.8 billion yuan, and the price of issuing shares to purchase assets will be adjusted from 15.20 yuan per share to 9.12 yuan per share.

2026-11-02 15:02:37

On October 30, Hetian Zhongji New Energy Development Co., Ltd. issued a public tender announcement for the 500000 kilowatt photovoltaic sand control project in Hetian County.

2026-11-02 11:19:54

Recently, Sonnen, a veteran German household storage leader, filed a bankruptcy reorganization application with the court. Sonnen was founded in 2010, and at its peak, it had a 22% share of German household savings, which is the benchmark of European household savings.

2026-11-02 11:12:43

On October 29, the announcement of market-oriented competitive allocation of the first batch of new energy projects in Chuxiong Prefecture of Yunnan Province in 2026 was issued.

2026-11-01 10:30:51

On October 23, the Bureau of Ecology and Environment of Dali Bai Autonomous Prefecture of Yunnan Province issued a public announcement on the acceptance of EIA documents for Yunding Village Photovoltaic Power Generation Project (re-approval).

2026-10-31 10:30:19

On October 27, the Development and Reform Commission of Zhongwei City, Ningxia, issued a public announcement on the clearance and abolition of new energy projects that do not meet the construction conditions.

2026-10-30 16:30:28

On October 30, Xinwangda announced that Hanxing Venture Capital Co., Ltd., a wholly-owned subsidiary of Millet Technology, had subscribed for 897.8 million yuan of new registered capital of Xinwangda Power with 1.7 billion yuan in cash, corresponding to 5.34% of the shares after the completion of the capital increase.

2026-10-30 15:24:43

On the evening of October 28, Guoxuan Hi-Tech released a report for the third quarter of 2026, which showed that the company's operating income in the third quarter was 17.662 billion yuan, an increase of 74.62% over the same period last year; the net profit loss attributable to the parent company was 537 million yuan, a decrease of 124.78% over the same period last year, turning from profit to loss; the net profit deducted from non-profits was 145 million yuan, an increase of 1062.66% over the same period last year.

2026-10-30 11:44:21

On October 28, Wulanchabu Jingda 1500MW "Wind, Solar, Fire and Storage Integration" large-scale wind power photovoltaic base project was officially started in Fengzhen City, Wulanchabu City, Inner Mongolia.

2026-10-30 10:30:30

On October 23, Nigeria's Economic and Financial Crimes Commission (EFCC) launched an operation in Ogray, Ogun State, to destroy four lithium ore processing plants suspected of illegal operation, and arrested 15 suspects, including 14 Chinese citizens and one Nigerian.

2026-10-29 17:27:21

Old friends, there is movement again this week. In the first half of the week, three leading manufacturers lowered the price of components. Not many manufacturers have adjusted their prices this time, but the scope of price reduction has obviously expanded.

2026-10-29 17:06:04

On October 27, the Three Gorges Group issued a tender announcement for centralized procurement of photovoltaic modules, photovoltaic inverters and photovoltaic brackets (the first batch) in 2027. The total procurement capacity of the three types of equipment is about 19.9 GW, and the bid opening time is November 17.

2026-10-29 16:30:11

On October 26, Ningde Times Energy Storage Technology Co., Ltd. was established in Ningde, Fujian Province, with a registered capital of 5 billion yuan. It is wholly owned by Ningde Times New Energy Technology Co., Ltd. and its legal representative is Dai Xingwei. According to public information, Dai Xingwei is the Minister of Post-Investment Management of Ningde Times.

2026-10-29 13:37:34

On October 28, Longyuan Electric Power issued the announcement of the change of the first batch of public bidding projects for the procurement of photovoltaic module equipment framework in 2026.

2026-10-29 10:30:07

On October 26, Enjie shares disclosed the third quarter report of 2026. In the first three quarters, the Company realized an operating income of RMB14.226 billion, representing a year-on-year increase of 49.07%; the net profit attributable to the parent company was RMB1.794 billion, representing a loss of RMB86.323 million in the same period of last year, turning losses into profits.

2026-10-28 17:01:33

On October 27, the second phase of the 100MW fishing-photovoltaic complementary photovoltaic power station project in Dongwu Area of the North Bank Economic Development Zone of SDIC Power was officially started.

2026-10-28 16:46:01

Recently, Yajiang (Qiongjie) New Energy Co., Ltd. was registered in Qiongjie County, the Shannan Prefecture of Lhasa City of Xizang, with a registered capital of 100 million yuan. The company is wholly owned by China Yajiang Group New Energy Co., Ltd., both of which belong to China Yajiang Group, a central enterprise.

2026-10-28 15:15:24

On the morning of October 22, Yuecheng District and Binhai New Area of Shaoxing City, Zhejiang Province held a major investment project docking activity, and Xiexin Photovoltaic Perovskite Photovoltaic Module Industrialization Project was formally signed.

2026-10-28 11:03:51

Recently, Ningde Times signed a memorandum of understanding with INTILION, a European energy storage solution provider, to supply 3 gigawatt hours of energy storage systems in the next five years. These systems will focus on supporting grid-level and commercial energy storage projects in Germany, Switzerland and Austria.

2026-10-28 10:54:59

On October 25, the tender announcement for EPC general contracting of two grid-side independent energy storage projects in Laiwu District, Jinan, Shandong Province was issued simultaneously, with a total scale of 600 MW/1200 MWh and a total investment of 1.44 billion yuan.

2026-10-27 16:50:07

Recently, Tian Eye Check industrial and commercial information shows that Master Kang (Chongqing) Convenient Food Co., Ltd. has undergone industrial and commercial changes, including new power generation business, transmission business, power supply (distribution) business, and photovoltaic power generation equipment leasing.

2026-10-27 16:06:46

On October 23, two new energy projects in Suining, Sichuan, were launched simultaneously. Sichuan Huiqiang New Material Wet Diaphragm Project with an annual output of 2.8 billion square meters has a total investment of 2 billion yuan. Eight new wet diaphragms and 30 coating production lines have been built. 60% of the field leveling has been completed. Trial production is planned for August 2027. Huiqiang New Material is the core supplier of Ningde Times and BYD.

2026-10-27 15:00:17

On the evening of October 26, Penghui Energy released its report for the third quarter of 2026. In the first three quarters, the net profit attributable to the parent company increased by 928.81% year-on-year, and the operating income was 17.866 billion yuan, an increase of 135.67% year-on-year. The net profit attributable to shareholders of listed companies was 1.178 billion yuan, an increase of 928.81% year-on-year; Net profit after deducting non-recurring gains and losses was 1.202 billion yuan, up 7545.71% year on year.

2026-10-27 11:08:45

From October 19 to 21, the Bureau of Ecology and Environment of Wanzhou District of Chongqing issued a public announcement on the acceptance of environmental impact assessment of two major photovoltaic projects.

2026-10-27 11:03:19

On the evening of October 23, Jingao Science and Technology announced that the board of directors had considered and approved the Bill on Terminating the Implementation of the Employee Stock Ownership Plan in 2025, and the supporting management measures were terminated simultaneously.

2026-10-26 16:38:28

On October 24, Jiangsu Xiyuan Group announced the successful candidates for the 500 MW/2 GWh independent energy storage project in Hainan, Qinghai.

2026-10-26 15:23:11

On the evening of October 24, Rongbai Science and Technology announced that it planned to invest about 3.603 billion yuan to build an integrated project with an annual output of 200000 tons of sodium cathode materials in Xiangyang, Hubei Province. The construction period is expected to be 12 months, and construction is expected to start in November 2026.

2026-10-26 11:42:42

On October 21, Anhui Jianghuai Automobile Group Co., Ltd. Zunjie Super Factory Distributed Photovoltaic Power Generation and Energy Storage Construction Project Photovoltaic Power Station EPC Project (second) bidding results were announced.

2026-10-26 10:49:41

On October 16, Chongqing Tongnan District Ecological Environment Bureau issued a public announcement on the acceptance of the EIA documents of "Chongqing Huadian Tongnan Mixin Composite Photovoltaic Power Generation Project" and "Chongqing Huadian Tongnan Yuxi Composite Photovoltaic Power Generation Project".

2026-10-25 10:30:58

On October 21, the tender announcement for the general contracting of the centralized photovoltaic power generation project (secondary) in Wusu City, Tacheng District, Xinjiang was issued.

2026-10-24 14:30:10

On October 15, the Bureau of Ecology and Environment of Nanjing City, Jiangsu Province, issued a public announcement on the acceptance of the EIA documents for the 100m W ground centralized photovoltaic power generation project in Huaneng Zero Carbon Park. The project is located in Hongfeng Block and Xinhe Village Block, Qixia Street, Qixia District, Nanjing City, with a total investment of 500 million yuan and a construction period of 12 months for a photovoltaic power station with a total installed capacity of 100MW.

2026-10-23 16:30:07

On October 21, Tesla disclosed its third quarter earnings in 2026. Overall revenue was flat at $28.05 billion, while net profit was down 43% at $787 million.

2026-10-23 11:02:30

On October 21, due to the change of bidding content, the EPC general contract of 200MW household distributed photovoltaic project in Ningxia was terminated.

2026-10-23 10:30:31

Lao Tie, the line-ups of component price reduction has been expanded again. Last week, eight manufacturers cut prices, and two second and third lines were added in the first half of the week, with a drop of 2 to 3 points. However, in the first half of the week, the head quotation is still stable for the time being.

2026-10-22 17:16:09

On October 20, the announcement was issued before the implementation of the procurement of energy storage system equipment for the 250 MW/1000 MWh independent energy storage project in Hohhot, Inner Mongolia.

2026-10-22 16:49:52

On the evening of October 21, Aixu announced that it planned to invest 1.150 billion yuan to upgrade the existing PERC battery capacity of Tianjin Base to 6GWABC battery capacity. The project is scheduled to start in the fourth quarter of 2026 and put into operation in the third quarter of 2027.

2026-10-22 16:30:08

On October 20, Tianqi Lithium disclosed its performance forecast, predicting to achieve net profit of 5.1 billion yuan to 6 billion yuan in the first three quarters of 2026, with a year-on-year increase of 2734.97% to 3235.26%; net profit after deduction of non-profits of 5.03 billion yuan to 5.93 billion yuan, with a year-on-year increase of 6957.09% to 8219.79%.

2026-10-22 14:50:15

On October 21, Shanshan issued a fixed increase plan announcement, intending to issue a shares to indirect controlling shareholder Conch Group, raising a total of no more than 4 billion yuan.

2026-10-22 11:00:14

On October 20, Guizhou Energy Bureau announced that 22 wind power and photovoltaic power generation projects were approved for filing from July 2026 to September 2026, with a total scale of 2.3875 million kilowatts.

2026-10-22 10:30:00

Recently, the 200MW/800MWh independent new energy storage EPC project in Wusu City, Xinjiang issued a tender termination announcement. The original bid opening time of the project was October 21. The reason for the termination was that the project had undergone major changes.

2026-10-21 16:45:16

On October 15, the Natural Resources Bureau of Lingwu City, Ningxia, issued an administrative penalty decision to a photovoltaic power generation company in Ningxia, which implemented a 35 KV collector line project in four villages of Majiatan Town, Ningxia, suspected of illegal occupation of grasslands, dry farmland, woodland, and land vegetation damage caused by vehicle rolling. He was fined a total of 0.09 yuan 996305.

2026-10-21 16:30:58

On the evening of October 20, Sunshine Power and Xinwangda announced that they would co-invest with professional investment institutions to set up a partnership to establish Shenzhen yuanzhi Juxin Shengrong Energy Storage Asset Private Equity Fund Partnership (Limited Partnership) with a total subscription of 1 billion yuan.

2026-10-21 15:14:03