China produced 288.7 GW of modules, 827,000 MT of polysilicon in 2022
China’s Ministry of Industry and Information Technology (MIIT) says Chinese manufacturers produced 357 GW of wafers and 318 GW of solar cells in 2022.
Longi releases new alkaline electrolyzer
China’s Longi claims that its new ALK Hi1 electrolyzer can produce hydrogen with an energy content of 4.3 kWh per normal cubic meter. It says the levelized cost of hydrogen could be up to 2.2% lower than other electrolyzers on the market.
Wafer, cell prices continue to rise
Wafer prices rose by between 24% and 36% this week, according to new data from the China Nonferrous Metals Industry Association (CNMIA).
Polysilicon price rebound continues
Polysilicon prices started to rise in the second half of January, according to new data from the China Nonferrous Metals Industry Association (CNMIA).
China mulling restrictions on polysilicon, wafer exports
The Chinese government is considering the introduction of export restrictions on solar wafers, black silicon, and silicon casting equipment. It has launched a public consultation process on the proposed measures.
Longi plans new 100 GW wafer plant, 50 GW solar cell factory in China
Longi Solar said it will invest CNY 42.5 billion ($6.65 billion) in 100 GW of wafer capacity and 50 GW of solar cell capacity in Shaanxi province, China.
SC Solar signs PV production equipment deal with India’s Reliance
SC Solar has secured a $41.78 million PV production equipment supply contract from Reliance New Energy Solar Ltd.
JinkoSolar unveils new TOPCon solar products with record efficiency ratings
Chinese module maker JinkoSolar has released three new TOPCon solar panel variants, ranging in power from 445 W to 635 W. The most efficient modules have a rating of 23.23%. The bifacial factor is up to 85% across the three panel types, with a temperature coefficient of -0.29% C.
The long read: Integrated solar manufacturing giants emerge
The giants of the Chinese PV industry are now integrated along both ends of the supply chain, amid expectations for strong demand and price volatility. Module makers are adding polysilicon capacity, while poly and wafer producers are making module production a part of their business. But do companies still face the same risks that have brought down vertically integrated solar giants in the past? Vincent Shaw reports from Shanghai.
The long read: When a solar spark becomes a fire
In 2021, China installed 21.6 GW of residential PV, which accounted for nearly 40% of the total annual installation figure of 54.9 GW. Spool back to 2018, and the residential segment clocked in at a mere 3 GW – less than 7% of the total for the year. Vincent Shaw in Shanghai reports on how changing market priorities caused a spark that quickly became a fire.
