DBM Video: Trina Solar: Demand Will Improve Significantly from the Second Half of the Year! 20% of module battery capacity will be eliminated

2026-08-12 11:34:47

Trina Solar Predict Domestic demand in the second half of this year will be significantly better than that in the first half, and overseas demand is expected to continue to grow.

Trina Solar predicts that

domestic demand will be significantly better in the second half of this year than in the first half, and overseas demand is expected to continue to grow.

The industry as a whole shows a clear upward trend, and photovoltaic demand is expected to continue to grow next year on the basis of this year. With the landing of the new mandatory national standard for components

next year, the industry will eliminate about 20% of the production capacity of battery components.

Trina Solar BC modules are expected to start mass production in the second half of 2026; perovskite tandem cells will enter the small-scale mass production stage in 2028-2029, and achieve GW production capacity in 2029.

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Correlation

On August 17, the semi-annual report of 2026 released by Rongjie Co., Ltd., the leader of lithium concentrate, showed that in the first half of the year, the company realized operating income of 1.524 billion yuan, an increase of 402.35% over the previous year, and realized net profit of 1.002 billion yuan belonging to shareholders of listed companies, an increase of 1076.14% over the previous year.

2026-08-18 17:07:11

On August 17, the website of Yichun Bureau of Ecology and Environment published the environmental impact report of Yichun Times New Energy Mining Co., Ltd.

2026-08-18 15:19:42

On August 12, the yuanguang Complementary Photovoltaic Project in Nankang District, Ganzhou City, Jiangxi Province was put on record.

2026-08-18 15:03:07

Recently, the fifth batch of typical cases of ecological environment damage compensation in Chongqing were officially released, including the case of illegal destruction of trees by a clean energy company in Pengshui County.

2026-08-18 11:30:02

On August 14, Haofang 300 MW/1200 MWh independent energy storage power station EPC tender in Dongying City, Shandong Province, with a planned investment of 1.2 billion yuan and a unit price of 1 yuan/Wh. The tenderer is Dongying Haofang New Energy Technology Co., Ltd.

2026-08-18 11:05:56

Recently, the Quxian Development and Reform Bureau of Dazhou City, Sichuan Province, issued the Notice on Temporary Suspension of Distributed Photovoltaic Project Filing.

2026-08-17 17:30:44

On August 13, Jinda Hongjing Shache County's 1 million kilowatt photovoltaic sand control project (EPC) issued a tender announcement, but only one day later, the project suddenly announced its termination because of the cancellation of the procurement plan.

2026-08-17 17:00:38

On August 14, Shengxin Lithium Energy announced that the company's application for issuing shares to specific targets was accepted by the Shenzhen Stock Exchange.

2026-08-17 15:52:12

In the past month, about 12 photovoltaic projects have been started, with a scale of more than 2.27 GW, involving Datang Group, Huaneng, Jingneng Power, China Energy Construction, China Power Construction, Sunshine Power and other enterprises. Among them, 4 projects in Southeast Asia totaled 821.92 MW.

2026-08-17 11:27:56

On August 14, China Nengjian announced the successful candidates for the centralized procurement of lithium iron phosphate battery energy storage system in 2026. According to the tender announcement, the total scale of the four bidding sections was 30 GWh, and 39 enterprises were shortlisted.

2026-08-17 11:15:29

On August 11, the official of Jinneng Science and Technology announced that the company had fully resumed production after optimizing the process of TOPCon battery production line on August 8. This time, the two key processes of texturing and metallization were optimized, covering 8 production lines and 7 key processes.

2026-08-14 17:07:20

On August 13, the Taizhou Bureau of Ecology and Environment issued the first announcement of the ecological environmental impact assessment of the project of Tianzhi Material (Taizhou) Co., Ltd. with an annual output of 160000 tons of high-pressure solid lithium iron phosphate.

2026-08-14 17:02:08

On August 13, Jinda Hongjing Shache County's 1 million kilowatt photovoltaic sand control project (EPC) tender announcement was issued, and the tenderer was Jinda Hongjing (Shache) New Energy Technology Co., Ltd.

2026-08-14 15:52:52

On August 5, Huaneng New Energy Sichuan Company and the People's Government of Luquan Yi and Miao Autonomous County, Kunming, Yunnan, successfully signed the investment and development agreements of Dahaizi Photovoltaic Power Generation Project, Chahe Photovoltaic Power Generation Project and Jiangtou Village Photovoltaic Project.

2026-08-14 13:09:42

Recently, Sunshine Power has successfully won an order for the Observatorio project energy storage system from Verano Energy, an independent power developer in Chile, with a project scale of 152 MW/606 MWh.

2026-08-14 11:13:24

Old iron, after Tongwei rose last week, seven manufacturers raised their quotations in the first half of the week. This round of price increase is mainly due to the price increase of silicon wafers and batteries, the downward transmission of upstream raw material cost pressure, and the gradual landing of component-side price adjustment this week.

2026-08-13 17:20:59

On August 11, the tender announcement for the procurement of lithium iron phosphate battery energy storage system equipment for the 300 MW/1200 MWh energy storage power station project in Chengde County, Hebei Province was officially issued. The tenderer is Hebei Jiaotong Detai New Energy Technology Co., Ltd.

2026-08-13 16:10:06

On August 12, Haining Picheng announced that its wholly-owned subsidiary, Haining Picheng New Energy Development Co., Ltd., intends to acquire 100% equity of 38 photovoltaic companies affiliated to Zhejiang Shengmao, Haining Juhui and Haining Xinjie with 226 million yuan in cash, and has signed relevant equity transfer agreements on August 11.

2026-08-13 15:02:59

Recently, Shijiazhuang, Tangshan, Qinhuangdao, Baoding, Zhangjiakou, Hengshui, Chengde, Langfang and other eight places in Hebei Province have issued opinions on the investigation and disposal of independent energy storage projects.

2026-08-13 11:39:01

On August 11, the change announcement of Mingte 700 MW Photovoltaic Power Generation Project (Phase I 300000 kW) in Fuping County, Baoding City, Hebei Province was issued. In the original bidding documents, "not accepting consortium bidding" is adjusted to "accepting consortium bidding".

2026-08-13 11:33:14

On the evening of August 11, Hekang Xinneng disclosed its plan to raise additional capital by issuing a shares to indirect controlling shareholder Mei Group, with the amount of capital raised not exceeding 1.652 billion yuan. It will invest in the R & D and industrialization of photovoltaic grid-connected inverters, high-voltage inverters, household energy storage and other projects, as well as the construction and R & D projects of distributed photovoltaic power plants.

2026-08-12 16:40:33

On August 11, the tender announcement for EPC general contracting of 500 MW/2000 MWh grid-side independent shared energy storage demonstration project in Qixiang, Zhongning, Xingchu was issued. The tenderer is Xingchu New Energy (Zhongning County) Co., Ltd.

2026-08-12 15:36:52

Trina Solar Predict Domestic demand in the second half of this year will be significantly better than that in the first half, and overseas demand is expected to continue to grow.

2026-08-12 11:34:47

On August 10, ContourGlobal, an international independent power producer, announced that it had signed a 3 GWh battery energy storage system supply agreement with Ningde Times.

2026-08-12 11:09:33

On August 10, the Central China Branch of Beijing Jingneng Clean Energy Power Co., Ltd. officially started construction of the 100m W fishing-photovoltaic complementary photovoltaic project in Wangji Town, Siyang County, Suqian City, Jiangsu Province.

2026-08-11 17:30:43

On August 11, China Mineral Resources announced that Jiangxi Zhongkuang Lithium Industry, a wholly-owned subsidiary of the company, had temporarily stopped production and maintenance of two high-purity lithium salt production lines since June 30 due to the mismatch between the transportation cycle of its own lithium concentrate and the production scheduling of its own salt plant.

2026-08-11 15:03:39

On August 10, Trina Solar announced that Gao Jifan, the company's actual controller, and Jiangsu Panji, a concerted actor, intend to reduce their total holdings of 36.3 million shares through inquiry transfer, accounting for 1.55% of the total equity, on the grounds of "their own capital needs".

2026-08-11 13:51:58

According to foreign media reports, at about 4 pm on August 8, a fire broke out in the photovoltaic glass manufacturing plant of Xinyi Solar Energy in JIIPE Special Economic Zone, Jinshi County, East Java Province, Indonesia. The fire started in the area of No.6 and No.7 coating furnaces. The accident caused a worker's leg burns. After 45 minutes of fighting, the fire was brought under control.

2026-08-11 11:19:48

On August 9, Chuneng New Energy Yichang Phase II 80 GWh Lithium Battery Industrial Park was officially put into operation, mainly producing energy storage batteries, power batteries and PACK modules. With a total investment of 22 billion yuan, it took only 10 months from start-up to commissioning, two months ahead of schedule.

2026-08-10 15:09:05

China Nengjian Guanwei disclosed that its subsidiaries have recently won the bid and signed a large number of projects, including five photovoltaic power generation projects, with a total installed capacity of more than 1.3GW.

2026-08-10 14:39:39

On August 3, the People's Government of Jiangyin City, Jiangsu Province, issued a public announcement on the environmental impact report of the fishing-photovoltaic complementary power generation project (re-approval) of the State Power Investment Corporation of Wuxi Xinggang New Energy Co., Ltd.

2026-08-10 13:19:39

On August 7, Longpan Technology announced that the Company and LG New Energy (LGES) signed a three-year two-way supply framework agreement for 2026-2028: according to the agreement, during the period from January 1, 2026 to December 31, 2028, Longpan Technology will supply LGES with lithium iron phosphate materials, with an annual transaction cap of 9 billion yuan and a total of 27 billion yuan in three years; Longpan Technology will purchase related products from LGES, with an annual ceiling of 6 billion yuan and a total of 18 billion yuan in three years. The two annual caps total 45 billion yuan.

2026-08-10 11:48:02

Recently, the People's Government of Qixia City, Yantai City, Shandong Province and Sunshine New Energy signed a cooperation agreement on the new energy Qixia Sikou 200 MW/800 MWh independent energy storage project.

2026-08-07 16:00:02

On the evening of August 6, after four rounds of consultation, eight leading polysilicon enterprises in China reached a historic agreement in Shanghai and jointly signed the Anti-Involution Initiative.

2026-08-07 13:56:46

Old friends, this week's component market sentiment has finally begun to reverse. Recently, the role of several consecutive heavyweight symposiums has begun to emerge, the industrial chain market has shown signs of stabilization, and the atmosphere of price increases is also brewing and fermenting.

2026-08-06 17:10:02

Recently, "Zhejiang Green Storage Energy Technology Co., Ltd. has completed the project of producing 10 gigawatt hours of sodium ion batteries and energy storage battery packs per year".

2026-08-06 15:29:01

On August 5, Datang New Energy announced that due to job adjustment, Mr. Ying Xuejun intends to resign as chairman, executive director and chairman of the strategic committee of the board of directors, effective from the date of appointment of new directors by the shareholders'meeting of the company.

2026-08-06 14:40:25

On August 5, the announcement of termination of bidding for photovoltaic module framework agreement in 2026-2027 was issued by Shenneng Co., Ltd. As there were less than three valid bidders, the tenderer terminated the bidding for this project.

2026-08-06 13:04:07

On August 3, the bidding for the 300 MW/1200 MWh independent energy storage project in Weining County, Bijie City was terminated. Tenderee: Penghe (Weining) Energy Technology Co., Ltd.

2026-08-06 11:12:49

On August 3, the Lushan Photovoltaic Power Generation Project was officially started.

2026-08-05 17:30:16

Recently, Pingdingshan Shengguang Energy Storage Co., Ltd. announced that the EPC general contracting of the 200 MW/1.6 GWh advanced compressed air (salt cavern) energy storage power station project in Yexian County, Pingdingshan was formally disqualified due to the failure of the winning bidder to sign the contract within the time limit, and the project will be re-tendered.

2026-08-05 16:51:29

On August 3, SNE Research, an international battery market research Institute, released a report on global lithium-ion energy storage battery shipments in the first half of 2026. The data showed that global lithium-ion energy storage battery shipments reached 461.3 GWh in the first half of 2026, an increase of 71% compared with 269.7 GWh in the same period of 2025.

2026-08-05 11:11:17

On July 30, the online approval and supervision platform for investment projects in Jiangxi Province announced the assignment of clean energy integration construction projects in Zhanggong District, Ganzhou City.

2026-08-05 10:18:19

On July 31, the Artificial Intelligence and Robot Development Bureau of Huizhou City, Guangdong Province (Huizhou Energy and Key Projects Bureau) announced the abolition list of the first batch of photovoltaic power generation projects in Huizhou City in 2026.

2026-08-04 16:30:21

On the evening of August 3, Ningde Times issued a 2026 mid-term dividend A-share implementation announcement, intending to distribute a cash dividend of 14.11 yuan (including tax) per 10 shares to all shareholders, with a total actual cash dividend of 6.18 billion yuan.

2026-08-04 15:46:07

On August 1, two independent energy storage power stations in Guangxi were tendered for EPC, with a total scale of 500 MW/1 GWh, and the two projects were tendered by Guangxi Aoyan Energy Co., Ltd.

2026-08-04 11:06:01

In recent years, we have done a lot of research with Shandong Academy of Agricultural Sciences, and we have done a lot of saline-alkali land management. Because China needs a lot of electricity now, it needs to lay a lot of solar energy.

2026-08-04 10:31:45

On July 31, Tianli Lithium announced that Wang Ruiqing, the controlling shareholder and the actual controller of the company, had received the Notice of Filing a Case issued by the CSRC, and that the CSRC had decided to file a case against Wang Ruiqing, the controlling shareholder and the actual controller of the company, on suspicion of information disclosure and other violations.

2026-08-03 17:08:47

In the last week of July, lithium-ion energy storage equipment fires occurred successively in many places in the United States, covering household energy storage, household battery power walls and so on.

2026-08-03 15:35:36

On July 31, Xinjiang Rongyi Company announced the successful candidate for the 500MW Photovoltaic Sand Control Integration Project (EPC) in Xinhe County. A total of three enterprises were shortlisted, and China Railway Third Bureau Group Electrical Engineering Co., Ltd. ranked the first successful candidate with a bid price of 1.49 billion yuan and a unit price of 2.98 yuan/W.

2026-08-03 15:19:54

After all, phosphogypsum needs to be absorbed, and the cement industry also needs to live. These two things should not be a zero-sum game.