Chinese PV Industry Brief

The China Photovoltaic Industry Association has released new data indicating ongoing expansion in Chinese solar exports, while Aiko Solar has scrapped plans to issue Global Depositary Receipts (GDRs) on the SIX Swiss Exchange.

JinkoSolar has set another world record for n-type solar cell efficiency with its TOPCon tech, while Longi said it wants to build a 15 GW module factory in Anhui province.

Linyang Energy has revealed plans to build a new solar factory in Jiangsu province, while Daqo has said it will build a new silicon production base in Inner Mongolia.

TCL Zhonghuan has announced wafer price cuts, Shenzhen Energy unveiled a plan to build a 2 GW solar-storage project, and the Chinese authorities have announced measures to expedite grid connections for new solar and wind plants.

Longi has lowered the prices of all wafers, and JA Solar has unveiled plans to build a new 10 GW factory. PV InfoLink, meanwhile, says polysilicon prices are clearly starting to fall.

SNEC, the world’s biggest solar event, has been postponed for the third time this year. Yingfa Group, meanwhile, inaugurated a 20 GW cell factory in Sichuan province and GCL Tech said it plans to produce raw materials for EV batteries.

Golden Solar has unveiled a plan to set up a new 1.5 GW production line for heterojunction products in the Zhangjiakou Renewable Energy Demonstration Zone. Boamax, meanwhile, said it wants to set up an 18 GW panel factory in Inner Mongolia.

TBEA said it expects to produce 120,000 metric tons (MT) of polysilicon this year and 250,000 MT in 2023, while Daqo has revealed plans for a $700 million share buyback program.

Trina Solar plans to build a module factory in Huaian, Anhui province, while polysilicon manufacturer GCL Energy has announced plans to build a manufacturing base in Wuhai, Inner Mongolia.

Eging PV has signed a deal to build a 10 GW TOPCon solar module factory in Anhui province, while Tongwei has revealed plans to build a 25 GW cell factory in Jiangsu. Jolywood, meanwhile, has completed the first 4 GW phase of its 8 GW TOPCon cell factory in Shanxi province.