【生态环境周观察】六部委召开光伏“反内卷”座谈会；特朗普称将不再批准光伏、风电项目

Policy - The meeting held by six ministries aimed to regulate the photovoltaic industry and promote sustainable development, emphasizing the importance of maintaining a fair competitive order [3] - The China Photovoltaic Industry Association (CPIA) issued an initiative to resist malicious competition below cost and called for optimizing bidding rules to prioritize technical evaluation over price [3] Industry Development - Chongqing's hydrogen station development plan aims to establish 10 hydrogen stations by 2027 with a daily hydrogen supply capacity of 15 tons, increasing to 30 stations and 70 tons by 2035 [4] - The establishment of a national hydrogen vehicle industry measurement testing center has been approved to enhance the competitiveness of the hydrogen vehicle industry [5] Market Events - Trump's comments on renewable energy projects have negatively impacted the solar sector, causing stock price declines for companies like Sunrun and First Solar after a previous surge [6] - China's new energy storage installations have surpassed 100GW, marking a 110% year-on-year increase, with projections of reaching 236.1GW by 2030 under conservative estimates [6] Corporate Developments - T1 Energy, a U.S. solar manufacturer partly owned by Trina Solar, signed a supply agreement with Corning to provide silicon wafers for solar cell production starting in 2026 [8] - Google signed a power purchase agreement with Kairos Power for nuclear energy to supply its data centers, with plans to increase the power output of the Hermes 2 nuclear plant [9]