Accessibility StatementSkip Navigation Highlights SYDNEY, Nov. 25, 2025 /PRNewswire/ -- First Graphene Limited (ASX:FGR; "First Graphene" or "the Company") is pleased to announce it has entered an exclusive Licence Agreement ("Agreement") with Halocell Australia ("Halocell") to manufacture, market and sell graphene enhanced carbon paste. The 12-month Agreement gives First Graphene global exclusivity over development and sale of the PureGRAPH containing product, with Halocell receiving a 10% royalty on sale ...

“We should not expect the anti-involution can be achieved in just one or two days” said Lin Jianwei, CEO of Jolywood (Suzhou) Sunwatt https://t.co/eN6fgj8JlL ...

25 November 2025 | 6:58AM CST Equity Research CHINA SOLAR: TRACKING PROFITABILITY INFLECTION Nov-25: Upstream price/supply declined for the first time since July-25 Our China Solar Profitability Tracker follows monthly supply/demand and inventory dynamics by sub-sector, and the spot prices/input costs implied cash GP & EBITDA margin trends for companies under our coverage. Key highlights in Nov MTD: Sector view: We believe the ongoing anti-involution campaign with newly imposed Goldman Sachs does and seeks ...

ab 21 November 2025 Global Research China Solar Industry China solar biweekly: Demand weakens in November Polysilicon price flat at Rmb52/kg According to PV InfoLink, the price of monograde polysilicon was unchanged WoW at Rmb52/kg in the week starting 17 November. Current inventory levels are up 1% WoW to 27.1kt. Silicon China forecasts monthly polysilicon production to decline 12% MoM to below 120kt (52GW) in November, mainly on weaker demand and production cuts at Sichuan and Yunnan during the low season ...

OREM, Utah, Nov. 24, 2025 (GLOBE NEWSWIRE) -- SunPower Inc. (Nasdaq: SPWR) today announced that it received a deficiency notification letter from the Listing Qualifications staff of The Nasdaq Stock Market LLC (“Nasdaq”) on November 19, 2025 (the "Notice"). The Notice indicated that the Company was not in compliance with Nasdaq Listing Rule 5250(c)(1) (the “Listing Rule”) because it did not timely file its Quarterly Report on Form 10-Q for the quarter ended September 28, 2025 (the “Q3 Form 10-Q”). The Listi ...

Solar is a proven moneymaker with real profits and fast-growing demand. Nuclear is just getting started. ...

Core Points - SunPower Inc. announced inducement grants to two key employees of Ambia Energy as part of its acquisition strategy [1][2] - The inducement grants consist of 2.0 million restricted stock units (RSUs) of SunPower common stock, with a vesting schedule over five years [1] - The RSUs are subject to accelerated vesting if the employment is terminated by the Company without cause [1] Summary by Sections Inducement Grants - The inducement grants were made to attract key employees from Ambia Energy following its acquisition by SunPower [1][2] - The total amount of RSUs granted is 2.0 million shares, with 20% vesting after one year and the remainder vesting in equal monthly installments until the fifth anniversary [1] Company Overview - SunPower is a leading residential solar services provider in North America, focusing on energy-efficient solutions for customers [3]

OREM, Utah, Nov. 24, 2025 (GLOBE NEWSWIRE) -- SunPower Inc. (herein “SunPower,” the “Company,” or Nasdaq: “SPWR”) a solar technology, services, and installation company, today announced that it has closed its $37.5 million strategic acquisition of Ambia Solar (“Ambia”) to create the No. 5 U.S. residential solar company, based on Ohm Analytics rankings. SunPower CEO T.J. Rodgers said, “Due to our quick closing of the acquisition, we are raising our Q4’25 quarterly revenue estimate to $88 million. We still ex ...

Summary of China Renewable Energy Conference Call Industry Overview - The conference call focused on the **China Renewable Energy** sector, particularly the solar energy market, including polysilicon, wafers, solar cells, modules, and solar glass products [1][2][3][4][5][6]. Key Points and Arguments Price Trends - **Polysilicon Prices**: Average market prices for n-type grade rod-type polysilicon decreased by -0.1% week-over-week (wow) to Rmb51.9/kg, while granular silicon prices remained unchanged at Rmb50.5/kg [2]. - **Wafer Prices**: Prices for n-type wafers fell by -2.3% wow to Rmb1.26/W for 182mm products and -1.8% wow to Rmb1.68/W for 210mm products due to inventory pressure [3]. - **Solar Cell Prices**: Average prices for TOPCon solar cells decreased by -2.6% wow to Rmb0.30/W [3]. - **Module Prices**: Average market prices for TOPCon modules increased slightly by 0.2% wow to Rmb0.67/W for utility-scale projects, but remained stable for distributed projects [4][5]. - **Solar Glass Prices**: Prices for solar glass products decreased by -1.5% wow to Rmb12.8/m2 for 2.0mm and -1.3% wow to Rmb19.8/m2 for 3.2mm products [6]. Inventory and Demand - **Inventory Levels**: Polysilicon inventory at producer plants rose by +3.1% wow to 267k tonnes, while wafer inventory increased by 5.3% wow to 18.4GW [2][3]. - **Demand Decline**: Domestic solar installation demand in China dropped by -50.9% year-over-year (yoy) to 28.7GW in 3Q25, while module export volume grew by +43.6% yoy to 78.8GW in the same period [1][5]. - **Future Projections**: Monthly polysilicon output is expected to decline by 14% month-over-month (mom) to 120k tonnes in November, with an annual output forecasted to drop by 27.8% yoy to 1,330k tonnes in 2025 [2]. Market Dynamics - **Anti-Involution Policies**: The anticipated increase in module prices is driven by anti-involution policies in China's solar industry and the potential removal of VAT rebates for module exports by the end of 2025 [1][5]. - **Production Adjustments**: Certain polysilicon plants in Southwest China, including Tongwei's facilities, suspended production due to weakened demand and increased electricity prices [2]. Investment Preferences - **Preferred Companies**: The report favors inverter manufacturers such as **Sungrow** and **Deye**, which are expected to benefit from the growth in energy storage systems. Polysilicon producers are also favored due to higher average selling prices (ASP) and potential capacity consolidation [1]. Additional Important Information - **Risks**: Key risks for companies like Deye and Sungrow include lower-than-expected demand for energy storage, increased price competition, and potential trade tariffs against Chinese products in overseas markets [20][22]. - **Valuation Models**: Target prices for companies are based on discounted cash flow (DCF) models, with specific assumptions regarding growth rates and weighted average cost of capital (WACC) [19][21][23]. This summary encapsulates the essential insights from the conference call, highlighting the current state and future outlook of the China Renewable Energy sector, particularly in solar energy.

Core Insights - Solar Alliance Energy Inc. has appointed Jawad Chughtai as Corporate Secretary, in addition to his role as Chief Financial Officer [1][2] - The company acknowledges the resignations of Monique Hutchins and Anton Shihoff, expressing gratitude for their contributions [3] Company Overview - Solar Alliance is focused on providing solar energy solutions primarily in the commercial and utility sectors, aiming to reduce customers' vulnerability to rising energy costs while offering environmentally friendly electricity generation [4] - The company's strategy includes building, owning, and operating its own solar assets, alongside generating revenue through the sale and installation of solar projects [4]