JA Solar

Seraphim says it will build a new 10 GW solar panel factory in two phases in Guangzhou, with an investment of CNY 6 billion ($829.6 million), while JA Solar has announced plans to construct a 5 GW panel factory in Inner Mongolia.

As solar module prices continue to drop to record lows, amid global oversupply, questions are being asked about how much inventory is sitting in European warehouses and when normal levels will return. With numerous estimates and assumptions swirling, EUPD Research’s Markus A.W. Hoehner and Ali Arfa have looked closely at the numbers in an attempt to provide a transparent view of the issue.

Across Africa, rooftop solar is stepping in to fill the void as fears of non-payment and inflation-reduced donor funding dampen enthusiasm for big solar. Commercial and industrial (C&I) arrays are leading the charge, driving consolidation in markets overstocked with startup and mid-size installers.

GCL Technology Holdings Limited reported strong revenue for the first half of 2023, while JA Solar says it will invest CNY 2.72 billion ($374.8 million) in 5 GW of N-type solar cell capacity in Vietnam.

Differences in wafer and module specifications, which have bedevilled solar developers in recent years, could now be narrowing.

TrendForce has ranked the top six module manufacturers by shipment volume in 2022, with Longi topping the list, followed by Trina Solar and JinkoSolar. JA Solar, Canadian Solar, and Risen Energy rounded out the top six, in a year dominated by large-format modules.

JA Solar says it will build a new manufacturing facility in Inner Mongolia, China. The plant will produce everything from polysilicon to solar panels.

Tongwei has revealed plans to add 25 GW of new module capacity at a new factory in Jiangsu province, while JA Solar has said that it will expand wafer, cell and module capacity across two industrial sites.

Longi, JA Solar and Yingli have agreed to collectively supply 1.05 GW of solar panels to China Southern Power Grid, while Daqo New Energy has secured board for a planned $700 million share repurchase program.

Canadian Solar has resumed plans for an initial public offering in Shanghai, and JA Solar has reported that it shipped 27.1 GW of PV modules in the first nine months of this year. Daqo, meanwhile, has signed a $17.9 billion, long-term polysilicon supply deal with an undisclosed customer.