This week, macro policy, the national development and reform commission, the ministry of industry and information technology and other six ministries and commissions jointly issued “on strengthening the clean and efficient utilization of coal opinions”, to encourage coal mines, coal power construction supporting new energy.

　　Local policy, Shaanxi 10GW guaranteed wind indicator public; Guangxi Liuzhou City Liujiang District distributed photovoltaic power generation project management interim measures for public comment; Hainan released building photovoltaic system construction technical standards.

　　Industry dynamics, Shanxi Energy Supervision Office continued to promote renewable project archiving; Jiangsu standardized photovoltaic power generation project land information filing management.

　　Photovoltaic industry chain, Runyang U.S. 2GW photovoltaic module plant put into operation; light technology 1GW calcium titanium ore battery project settled in Xuzhou, Jiangsu; 10GW heterogeneous junction battery module project was approved; Kewa digital energy string inverter one-time through the new national standard grid certification test.

　　Photovoltaic technology, involving Huasheng heterojunction module power broke the world record; BC battery technology breakthrough 27%; Mannstar & Chasing Light Technology signed a strategic cooperation agreement.

　　Centralized state-owned enterprises, involving the State Power Investment Corporation, Huaneng, Datang, Three Gorges, Energy Construction, Shenzhen Energy and so on.

　　Enterprise dynamics, involving Wang Yanjun as CEO of TCL Central; Runyang shares change of major shareholders; JinkoSolar and Ai Wei Capital Group reached a household PV asset trading cooperation; Seraphim and Gezhouba Group South Africa reached a cooperation agreement, and so on.

　　Bidding, involving Guangdong Hydropower 4GW PV module collection project; Huadian 373MW PV module project bidding.

　　Details are as follows:

　　Photovoltaic policy

　　Macro policy:

　　1, six ministries and commissions: encourage coal mine, coal power construction supporting new energy

　　September 29, the National Development and Reform Commission, the Ministry of Industry and Information Technology and other six ministries and commissions jointly issued “on strengthening the clean and efficient use of coal views”. The document proposes to encourage the use of coal mining subsidence areas and the closure of coal mines out of the industrial plaza, the discharge field, the roadway and other aboveground and underground space to develop new energy, energy storage and carbon sinks in forests and grasses. The document requires that the construction of clean and efficient coal power projects be reasonably distributed by integrating the demand for electricity and heat, the construction of transmission corridors, the construction of supporting new energy sources, as well as the load-side regulation capacity and the requirements for energy conservation, emission reduction and carbon reduction. (Source: National Development and Reform Commission)

　　Photovoltaic indicators:

　　1, Shaanxi 10GW guaranteed wind indicators publicized

　　On September 30, Shaanxi Development and Reform Commission issued the “Public Notice on the Results of Competitive Allocation of Shaanxi Province's 2024 Guaranteed Grid-Connected Wind and Photovoltaic Power Generation Projects”. The document points out that 111 projects of 10.08 million kilowatts were comprehensively determined to be included in the guaranteed grid-connected scale of wind power and photovoltaic power generation projects in Shaanxi Province in 2024, of which 86 of 7.705 million kilowatts of wind power and 25 of 2.375 million kilowatts of photovoltaic were identified. The document makes it clear that PV below 20,000 kilowatts and wind power projects below 50,000 kilowatts are the key development direction supported by the state, which can be consumed in the vicinity, do not need to send power to the grid over long distances, and the power generated can be self-consumed and balanced in the distribution system. To meet the requirements of the 34 1.063 million kilowatts of decentralized wind power, distributed photovoltaic power generation projects, included in the annual construction scale, in accordance with the relevant requirements of decentralized wind power and distributed photovoltaic approved (for the record) after the implementation. (Source: Shaanxi Provincial Development and Reform Commission)

　　2, Liupanshui, Guizhou: to 2025 wind installed capacity of 4GW

　　September 29, Guizhou Liupanshui City People's Government issued Liupanshui City, Guizhou, the implementation of action to continue to improve air quality. The document makes it clear that by 2025, the city's installed scale of wind power and photovoltaic power generation will reach 1 million kilowatts and 3 million kilowatts respectively, and the proportion of non-fossil energy consumption will reach about 20%, and the proportion of electricity in the terminal energy use will reach about 30%. ( Source: Liupanshui City People's Government )

　　Distributed photovoltaic:

　　1, guangxi liuzhou liujiang district distributed photovoltaic power generation project management interim measures for public comment

　　September 30, Guangxi Zhuang Autonomous Region, Liuzhou City, Liujiang District Development and Reform Bureau issued a notice on the public solicitation of “Liuzhou City, Liujiang District, distributed photovoltaic power generation project management interim measures (draft)” comments. The document puts forward, strictly control the construction of photovoltaic power generation projects in the main urban area of Liujiang residential community; traditional villages, tourist scenic areas, cultural relics protection zones, national and provincial highways and urban arterial roads, railroads, highways, airports and other ranges of the construction of photovoltaic power generation projects, the specific scope of control of the competent authorities in charge of the relevant industries according to the law delimitation. (Source: Liujiang District Development and Reform Bureau)

　　2, Hainan issued building photovoltaic system construction technical standards

　　September 29, Hainan Provincial Department of Housing and Construction issued a notice, “Hainan Province, building photovoltaic system construction technical standards” since January 1, 2025 onwards. The standard applies to new construction, expansion, alteration of building photovoltaic system design, installation and construction, acceptance and operation and maintenance, also applies to the existing building on the addition and remodeling of building photovoltaic system. (Source: Hainan Provincial Department of Housing and Construction)

　　Domestic News

　　1、Shanxi Energy Supervision Office to continue to promote renewable projects to build the file

　　A few days ago, Shanxi Energy Supervision Office said in a letter, continued to promote renewable project file card, and the provincial energy department joint linkage, urged the power generation enterprises have been grid-connected project file card to achieve full coverage of the subsequent new grid-connected projects to complete the file card that month, to avoid the impact of the normal issuance of green certificates. The next step, Shanxi Energy Regulatory Office will continue to strengthen the implementation of the work mechanism, coordination and coordination of the relevant units in the province, do a good job of green certificate issuance involving data collection and objection processing work (Source: Shanxi Energy Regulatory Office)

　　2、Jiangsu standardized photovoltaic power generation project land information filing management

　　Recently, Jiangsu Province, the Office of Natural Resources, Development and Reform Commission jointly issued “on doing a good job of photovoltaic power generation project land information filing management notice”. The document makes it clear that all places should further regulate the use of arable land for photovoltaic projects, for legal compliance has been built using general arable land to lay photovoltaic arrays of photovoltaic composite projects, land use units to implement the planting obligations, is strictly prohibited to harden the ground, destruction of the arable layer, and prohibited to leave the land abandoned, left to die. As a next step, the Natural Resources Department of Jiangsu Province and the Development and Reform Commission will improve the joint supervision mechanism, effectively strengthen the management of the whole cycle of PV power generation projects, and promote the conservation and intensive use of land and the protection of arable land. (Source: Department of Natural Resources of Jiangsu Province)

　　Overseas News

　　1, the United States Southeast Asia four countries PV countervailing preliminary ruling results announced

　　U.S. time on October 1, 2024, the U.S. Department of Commerce announced its four countries from Southeast Asia (Cambodia, Malaysia, Thailand and Vietnam) of crystalline photovoltaic cells (whether or not assembled into modules) of the countervailing duty (CVD) investigation of the preliminary ruling. Among them, Trina Solar's Thailand factory tax rate is the lowest, only 0.14%; JA Vietnam factory, JinkoSolar Malaysia factory were 2.85%, 3.47%; countervailing duty preliminary ruling rate has been announced, the U.S. Customs and Border Protection (CBP) will begin to collect cash deposit deposit. (Source: U.S. Department of Commerce)

　　2, First Solar 3.5GW PV module project started

　　Local time last Thursday, First Solar is located in the U.S. Alabama 3.5GW photovoltaic module project ribbon-cutting start. The Alabama plant is part of First Solar's goal to increase its U.S. manufacturing capacity to 14GW by the end of 2026. The company's other 3.5GW project, currently under construction in Louisiana, is scheduled to be operational in the second half of 2025. (Source: Compiled to Renewables NOW)

　　3, NextPowerV acquires 110MW PV project in Spain

　　A few days ago, NextEnergyCapital (NEC), a leading global renewable energy management company focused on solar + infrastructure, announced that it has acquired a 110MW solar PV project in central Spain. The project was purchased from German solar developer IBVogt. Located near Segovia, Spain, and currently under construction, the 110MW project, which uses advanced technologies such as bifacial solar modules and trackers to improve efficiency, is expected to be operational by mid-2025. (Source: Compiled to SolarQuarter)

　　Photovoltaic data

　　1, January-August photovoltaic power generation utilization rate of 97.2%!

　　The national new energy consumption monitoring and early warning center announced in August 2024 the provinces and the national average of wind power, photovoltaic project utilization rate. The data show that in August, the PV utilization rate was 97.7%; the average utilization rate of photovoltaic power generation in January-August was 97.2%.In August, the PV utilization rate in Tibet, Qinghai and Xinjiang was lower than 90%, at 70%, 86.9% and 89.7% respectively. The remaining provinces are above 90%. (Source: National New Energy Consumption Monitoring and Early Warning Center)

　　2、Jianghai District, Jiangmen City, Guangdong: by 2030, the installed capacity of PV reached more than 800MW

　　On September 29, the People's Government of Jianghai District, Jiangmen City, Guangdong Province issued the “Jiangmen Jianghai District Carbon Peak Implementation Program”. The document points out that all kinds of social subjects are encouraged to invest in the construction of distributed photovoltaic power generation systems. Actively promote the application of rooftop distributed photovoltaic power generation systems, promote distributed photovoltaic power generation projects in public buildings, promote photovoltaic building integration, and make every effort to promote the full coverage of photovoltaic power generation for new land supply industrial projects. By 2030, the installed capacity of photovoltaic power generation will reach more than 800,000 kilowatts. (Source: Jiangmen Jianghai District People's Government)

　　3, Anhui Province Energy Bureau: as of the end of August 2024, the solar energy installed capacity of 39,342,200 kilowatts

　　September 27, Anhui Energy Bureau released 2024 August power data monthly briefing: as of the end of August 2024, Anhui solar power installed 39,342,200 kilowatts. in August, solar power generation 4,828 million kilowatt-hours. (Source: Anhui Energy Bureau)

　　Photovoltaic industry chain dynamics

　　1、Runyang U.S. 2GW photovoltaic module factory put into production!

　　Recently, Runyang is located in Huntsville, Alabama, the United States of America's solar module manufacturing plant officially put into production. The annual production capacity of the Alabama plant is expected to reach 2GW, and it is expected to deliver the first batch of customer orders successfully in October. By the end of 2023, the company's cumulative solar cell shipments have exceeded 65GW. Relying on its globalization strategy, Rayon has established an integrated production network covering silicon materials, wafers, solar cells and modules in China, Thailand, Vietnam and the United States. (Source: Runyang New Energy)

　　2、Total investment of 1.2 billion yuan! Lighting technology 1GW chalcogenide battery project settled in Xuzhou, Jiangsu Province

　　On September 28th, Guangin Science and Technology Calcium-Titanium Ore Battery Industrialization Project was signed in Xuzhou Hi-Tech Zone, Jiangsu Province. The project has a total investment of 1.2 billion yuan, the construction of 200MW, 1GW calcium-titanium ore battery production line. It is reported that the light cause technology was established in 2022, founded by the president of the turn group Wen Yanjie, is a calcium titanium ore photovoltaic research and development and production enterprises (source: national energy network synthesis)

　　3, a total investment of 4 billion yuan! 10GW heterogeneous junction battery module project was approved

　　Recently, according to jiangsu province investment project online approval supervision platform, located in jiangsu qidong hongjun heterogeneous junction battery and module project was filed. It is reported that the project may be invested and constructed by Guangdong Hongjun New Energy. The total investment of the project is about 4 billion yuan. Among them, the first phase investment of about 2 billion yuan, the construction of 2GW battery + 2GW module production base. The second phase of the construction of 2GW battery + 4GW module production base and calcium titanium ore battery pilot base project. (Source: national energy network synthesis)

　　4、Kehua Digital Energy's string inverters passed the new national standard grid-connection certification test in one go

　　Recently, Kewa Digital Energy SPI320K-B-H series string inverters successfully passed the GB/T 19964-2024 new national standard grid-connection performance test and obtained the authoritative report issued by China Electric Power Research Institute (CEPRI). The new national standard puts forward higher requirements on frequency regulation, fault ride-through and weak grid adaptability under the scenario of high proportion of new energy access to the power system, and adds new requirements on continuous fault ride-through and low short-circuit ratio operation adaptability. Kehua SPI320K-B-H passed the test in one go, becoming one of the first PV inverter brands to pass this grid-related standard test. (Source: Kehua Digital Energy)

　　Photovoltaic Technology News

　　TOPCon:

　　1, Trina Solar: empirical data shows TOPCon components highest monthly relative gain of 3.4%

　　A few days ago, Trina Solar issued an article pointing out that based on the light conditions in Changzhou, Jiangsu Province, TOPCon and XBC power generation empirical results. The data shows that TOPCon modules have a 3.15% higher average gain per watt than XBC modules, and the highest monthly relative gain reaches 3.4%, which fully proves the excellent power generation capability and customer value of TOPCon modules. (Source: Trina Solar)

　　2、Zhenergy Aksu 370,000 dry watt photovoltaic project adopts Zhonglai's TOPCon modules.

　　On September 27, the first batch of TOPCon modules supplied by Zhonglai successfully arrived at the southern foot of Tianshan Mountain and completed the installation of the first module for ZJN Aksu 370,000kW PV power generation project, which is under the general contract of East China Surveying and Designing Research Institute (ECSDRI). As the largest PV power generation project under construction by ZJN Group, ZJN Aksu 370,000kW PV power generation project adopts Zhonglai's n-type TOPCon double-sided single-glass modules. (Source: Zhonglai)

　　3、Jetion Technology jumped to TOP1 in India's N-type cell market shipments

　　In 2024, with the maturity of N-type battery technology and the surge of market demand, the number of N-type battery cell supply enterprises in Indian market has grown to more than 20, and Jetion not only maintains a strong growth momentum in the fierce competition in the market, but also rises to the first place in market share, becoming the leader of N-type battery cell supply in Indian market. (Source: Jetion Technology)

　　HJT:

　　1, 768.938W! Huasheng heterojunction module power breaks the world record again!

　　Recently, the global authoritative third-party certification organization announced the results of component testing, and Huasheng New Energy Himalayan Series G12-132 version of heterojunction PV module made another breakthrough and created a new world record of heterojunction module - the highest power of the module reached 768.938W, and the conversion efficiency of the module reached 24.75%! (Source: Huasheng New Energy)

　　Calcium Titanium Ore:

　　1, Mannstar & Chasing Light Technology signed a strategic cooperation agreement to build a joint laboratory of organic photovoltaic wet film formation process

　　Recently, Shenzhen Mannstar Technology Co., Ltd. and Guangzhou Chasing Light Technology Co., Ltd (hereinafter referred to as “Chasing Light Technology”) held a strategic cooperation signing ceremony at Mannstar's headquarters. Under the witness of Mr. Peng Jianlin, General Manager of Mannstar, Mr. Yang Xi, Chief Executive Officer of Chasing Light Technology and related personnel, both parties signed the strategic cooperation agreement. (Source: Mannstar)