China’s exported solar panels increased by 5% in October compared with the previous month, with only the Americas and the Middle East experiencing a slight decline in regional markets

Customs data shows that China exported a total of about 17.34 GW of photovoltaic modules in October 2024, up nearly 5% month-on-month from 16.53 GW in September, and up 5% from 16.45 GW in October last year. From January to October this year, China exported a total of approximately 204.11 GW of photovoltaic modules, an […]

Photovoltaic winter, only you know the difference

Recently, the photovoltaic industry has been quite “divided”. In our article “Has the photovoltaic industry hit the bottom?” on September 2, we proposed two levels of the photovoltaic industry’s bottoming out, namely the performance bottom and the valuation bottom, and analyzed the logic of the bottoming out sequence. Three months have passed, and the photovoltaic […]

Analysis of silicon industry supply and demand in October 2024

Analysis of silicon industry supply and demand in October 2024

On October 14, the Silicon Industry Branch released an analysis of the supply and demand of the silicon industry in October. Industrial silicon According to Antaike statistics, industrial silicon continued to accumulate in October, with supply exceeding demand by 90,000 tons. Among them, the supply in October (including 97 silicon and recycled silicon) was about […]

IEA: Global demand for photovoltaic modules will reach 675GW in 2035

IEA Global demand for photovoltaic modules will reach 675GW in 2035

The International Energy Agency (IEA) predicts in its latest report, Energy Technology Perspectives 2024, that by 2035, the global market for major clean energy technologies (including solar photovoltaics, electric vehicles, wind turbines, batteries, electrolyzers and heat pumps) will grow from $700 billion in 2023 to more than $2 trillion. The report points out that from […]

Photovoltaics! Entering the “80s Era”

Post-80s Photovoltaic Second Generation

Recently, the personnel changes of silicon wafer giant TCL Zhonghuan have attracted widespread attention in the industry. Shen Haoping, born in the 1960s, resigned as CEO and Wang Yanjun, born in the 1980s, officially took over. In addition to the background of silicon wafer giants, the younger generation of helmsmen is also a highlight. In […]

Türkiye takes action on imported photovoltaics, but these Chinese companies are spared

Türkiye takes action on imported photovoltaics, but these Chinese companies are spared

Recently, the Vietnam Trade Relief Administration issued an announcement that the Turkish government’s General Directorate of Imports (DGI) decided to grant tariff exemptions to four companies after imposing a tariff of $25 per square meter on photovoltaic modules from Croatia, Jordan, Thailand, Malaysia and Vietnam. Heavy tariffs are coming, and Southeast Asian photovoltaics are under […]

China Photovoltaics: From Manufacturing Leadership to Photovoltaic Intellectual Property Leadership

China Photovoltaics From Manufacturing Leadership to Photovoltaic Intellectual Property Leadership

At the just-concluded China Intellectual Property Annual Conference, a China Photovoltaic IP Operations Director said: China is transforming from a leading photovoltaic manufacturing country to a leading photovoltaic IP innovation country. In the past, Chinese photovoltaic products encountered patent litigation around the world; once, China’s mass-produced shingled modules were strangled in the cradle by patent […]