硅产业链新闻动态

Group 1: Industry Overview - In June, the newly installed photovoltaic capacity reached 14.36 GW, representing a year-on-year decrease of 38% and a month-on-month decrease of 85% [1] - As of the end of June, the total installed power generation capacity in the country was 3.65 billion kW, with solar power capacity at 1.1 billion kW, showing a year-on-year growth of 54.2% [1] - The average utilization hours of power generation equipment decreased by 162 hours compared to the same period last year, totaling 1504 hours [1] Group 2: Company Developments - Canadian Solar has established a silicon company to enhance its vertical integration and cost control in the photovoltaic industry [2] - The new company, Uratqi Haoxi Silicon Industry Co., Ltd., was registered on June 17 with a capital of 1 million yuan and is fully controlled by Canadian Solar [2] - Highview Solar has commenced mass production of its 2 GW BC module project, achieving an efficiency of 24.6% [3] - The BC modules utilize cells from Aiko Solar and feature proprietary packaging technology to enhance efficiency and durability [3] - Highview Solar plans to build an additional 1 GW BC module production line in Yibin, Sichuan, which has completed environmental assessment [3] Group 3: Investment Decisions - Sichuan Hebang Biotechnology Co., Ltd. has decided to suspend further investment in its 10 GW N-type ultra-high-efficiency monocrystalline silicon wafer project due to market conditions [4][5] - The company has already invested approximately 340 million yuan into its subsidiary, Anhui Fuxing New Energy Technology Co., Ltd., which has established a production capacity of about 1.5 GW N-type wafers [5] - The decision to halt additional investment is based on price fluctuations in the silicon wafer industry and a temporary mismatch in overall photovoltaic market capacity [5]