B[Shenzhen’s electricity consumption increased by 6.4% year-on-year in the first three quarters and increased by 7.16% year-on-year during the National Day holiday] On October 8, according to the “Shenzhen Power Supply” public account, in the first three quarters of 2026, Shenzhen’s total social electricity consumption was 103.042 billion kilowatt hours, a year-on-year increase of 6.40%. At the same time, during the 7-day National Day holiday (October 1-7), the electricity consumption of the whole society increased by 7.16% year-on-year. The "three new" economy represented by new industries, new business formats, and new business models has shown vigorous and upward power. In the first three quarters, electricity consumption increased by 44.5% year-on-year. Among them, the electricity consumption for the manufacturing of new energy vehicles increased significantly by 71.16%, the electricity consumption for the manufacturing of photovoltaic equipment and components increased by 30.45%, and the scale of green and low-carbon industries and advanced manufacturing industries continued to expand. B[Photovoltaic concept rebounded with shock and Hongyuan Green Energy hit the daily limit] On September 30, the photovoltaic concept rebounded with shock in the afternoon, and Hongyuan Green Energy hit the daily limit. Aixu Shares, Tuori New Energy, Tongwei Shares, Shuangliang Energy Saving, and Longi Green Energy followed suit. In terms of news, after nearly two months, the Silicon Industry Branch of the China Nonferrous Metals Industry Association once again released the weekly transaction price of polysilicon. The average transaction price of n-type composite material (rod silicon) and n-type granular silicon both stood at 40,000 yuan/ton, which was about 10,000 yuan per ton higher than the quotation at the end of July. B[Zhejiang builds a marine clean energy industry cluster with a scale exceeding 300 billion yuan by 2030] On September 27, the Zhejiang Provincial Department of Marine Economic Development recently released the "Zhejiang Provincial Marine Clean Energy Industry Development Guidelines", focusing on the four major industries of offshore wind power, offshore photovoltaic, ocean energy, and coastal nuclear power, to build a marine clean energy industry cluster along the entire chain. The "Guidelines" propose that by 2030, the scale of the province's marine clean energy and equipment industry will exceed 300 billion yuan, the installed capacity of offshore wind power will exceed 10 million kilowatts, landmark projects such as 10-million-kilowatt offshore wind power bases and wind power home ports will be put into operation, the commercial application of tidal current energy will be realized at 100-megawatt levels, offshore photovoltaics will realize the continuous development of "wind and light on the same site", the green hydrogen ammonia alcohol industry will begin to take shape, and more than 50 leading enterprises and specialized new enterprises in the field of marine clean energy will be cultivated. B[Scale will exceed 300 billion yuan by 2030, and Zhejiang will build a marine clean energy industry cluster across the entire chain] September 27th, according to "Zhejiang Release", the Zhejiang Provincial Department of Marine Economic Development recently issued the "Zhejiang Province Marine Clean Energy Industry Development Guidelines", focusing on the four major industries of offshore wind power, offshore photovoltaic, ocean energy, and coastal nuclear power, accelerating the cultivation of new marine productivity, and building a marine clean energy industry cluster across the entire chain. The "Guidelines" propose that by 2030, the scale of the province's marine clean energy and equipment industry will exceed 300 billion yuan, the installed capacity of offshore wind power will exceed 10 million kilowatts, landmark projects such as tens of millions of kilowatts of offshore wind power bases and wind power home ports will be put into operation, and tidal current energy will be able to achieve hundreds of megawatts of commercial application, offshore photovoltaic has realized the continuous development of "scenery and photovoltaic on the same site", the green hydrogen ammonia alcohol industry has begun to take shape, and more than 50 leading enterprises in the field of marine clean energy and specialized new enterprises have been cultivated, and the country has basically established a national marine clean energy innovation highland, an industrial cultivation gathering place, and a pioneering place for integrated development. B[Key progress has been made in China’s first 10-million-kilowatt “Shagehuang” base supporting coal power project] On September 26, we learned from China Three Gorges Corporation that all four inter-cooling towers of the supporting coal-fired power project supporting the central and northern Kubu new energy base, China’s first batch of 10-million-kilowatt “Shagehuang” large-scale wind power and photovoltaic base, have been topped out, and the project construction is accelerating towards the goal of putting the units into operation. Currently, the wind power, photovoltaic, solar thermal, supporting energy storage, and UHV DC transmission projects of the new energy base in the central and northern part of Kubu are under simultaneous construction. After the base is fully completed, it will be able to deliver approximately 40 billion kilowatt-hours of electricity to Beijing, Tianjin and Hebei every year, assisting the comprehensive green transformation of economic and social development. B[The State Administration for Market Regulation unconditionally approves Tongwei Co., Ltd.’s acquisition of the equity of Lihao Qingneng] On September 24, the State Administration for Market Regulation made a review decision and unconditionally approved the acquisition of the equity of Qinghai Lihao Qingneng Co., Ltd. (hereinafter referred to as Lihao Qingneng) by Tongwei Co., Ltd. (hereinafter referred to as Tongwei Co., Ltd.) in accordance with the law. This case is an important merger and acquisition in China's photovoltaic field in recent times. Tongwei Co., Ltd. has a presence in industrial silicon, polycrystalline silicon, monocrystalline silicon wafers, solar cells, photovoltaic modules, etc. Lihao Qingneng mainly produces and supplies solar-grade polysilicon. Through this transaction, both parties hope to integrate polysilicon production capacity and better leverage the synergy of the industry chain. The State Administration for Market Regulation attaches great importance to the review of this case, conducted in-depth research around the photovoltaic industry chain, and fully listened to the opinions and suggestions of industry associations and many key enterprises upstream and downstream of the industry chain. The review found that although the combined shares of both parties in the concentration are relatively high in the global and Chinese solar-grade polysilicon markets, the current solar-grade polysilicon market has sufficient production capacity and many competitors. After the concentration, the entities will still face effective competition constraints, and the transaction will not have the effect of excluding or restricting competition in the relevant markets. B[National Energy Administration: As of the end of August, the country’s cumulative installed power generation capacity was 4.103 billion kilowatts, a year-on-year increase of 11.1%] On September 24, the National Energy Administration released national electricity statistics from January to August. As of the end of August, the country's cumulative installed power generation capacity was 4.103 billion kilowatts, a year-on-year increase of 11.1%. Among them, the installed capacity of solar power generation was 1.299 billion kilowatts, a year-on-year increase of 16.3%; the installed wind power capacity was 693 million kilowatts, a year-on-year increase of 19.6%. From January to August, the cumulative average utilization of power generation equipment nationwide was 1,942 hours, 163 hours lower than the same period last year. B[National Energy Administration: A total of 4,007 newly registered new energy power generation (excluding household photovoltaics) projects were registered nationwide in August] According to the National Energy Administration, in August 2026, a total of 4,007 new registered new energy power generation projects (excluding household photovoltaics) were newly registered nationwide. There are a total of 4,007 household photovoltaic (PV) projects, including 29 wind power projects, 3,972 photovoltaic power generation projects (23 centralized photovoltaic power generation projects, 3,949 industrial and commercial distributed photovoltaic power generation projects), and 6 biomass power generation projects. B[Silicon Industry Branch: Polysilicon trading continues to be light this week and production cuts are gradually advancing] On September 16, China Nonferrous Metals Industry Association Silicon Industry Branch reported that the domestic polysilicon market continued to wait and see this week, and the public quotation system of various companies has not yet been restored. In the context of the industry's promotion of supply-side optimization and adjustment, some companies have begun to make arrangements to reduce production burdens based on their own actual conditions. Downstream procurement is still mainly based on rigid demand, and the overall trading volume is basically the same as last week. The reference range of polysilicon transaction prices this week remained at 40-43 yuan/kg. The actual number of orders signed is still small, and the spot circulation in the market remains low. A small number of transactions are completed through OEM and dual distribution methods. Direct spot transactions are rare, and the price game continues. According to statistics from the Silicon Industry Branch, there were seven active companies with polysilicon production capacity of more than 100,000 tons/year in August. The total output of these seven companies was 110,400 tons, accounting for 92.9% of the total domestic production, and the operating rate was 52.7%. The total output of enterprises with an annual production capacity of 50,000 to 90,000 tons is 4,600 tons, accounting for 3.9% of the total domestic output, and the operating rate is 25.1%. As various companies' production adjustment plans are gradually implemented, the supply-side contraction is expected to increase, but the recovery of terminal demand during the peak season still needs to be observed. In the later period, we need to pay attention to changes in the actual start-up of enterprises, the verification effect of spot transactions on prices, and the driving effect of the "Golden Nine and Silver Ten" terminal installation rhythm on the market. B[Sungrow: Price increases for photovoltaic inverters, energy storage converters and energy storage systems by 5%-15%] On September 11, reporters learned from industry chain sources that Sungrow sent a product price adjustment notification letter to downstream customers today, and will implement price increases for photovoltaic storage products starting from September 20. The products include photovoltaic inverters, energy storage converters and energy storage systems. The product price adjustment range is 5%-15%. The company stated in the letter that the current round of upstream material price increases continues to exceed expectations, and the upward trend in costs has not yet significantly eased. Existing product pricing has been unable to cover the comprehensive investment in raw materials, manufacturing, technology iterations and upgrades, and after-sales operations and maintenance. In order to ensure stable and reliable product quality, controllable supply and delivery time, and avoid damage to product performance, delivery time and service quality due to cost reduction, our company has decided to make appropriate adjustments to the prices of related products after multiple rounds of careful evaluation by the company. (Reporter Liu Mengran) B[Solar energy: The company has obtained the 50MW green power direct connection project registration] September 11th, Solar Energy recently accepted an institutional survey and stated that at present, the company has obtained the 50MW green power direct connection project registration, and will develop it according to the situation. The first virtual power plant platform system business has been launched, realizing a leapfrog upgrade from traditional supporting services to new power system digital operations; at the same time, focusing on energy and carbon comprehensive energy business, industrial microgrid system integration business, and source, grid, load and storage integration business, it has accelerated the implementation of one-stop clean energy solutions. Currently, it has signed or won the bid for multiple projects, involving a contract amount of more than 50 million yuan. In terms of computing and power collaboration, the company has connected with a number of computing power customers and built reserve project resources. The relevant projects are mainly in the early framework docking stage, and the best ones will be screened and piloted. B[Silicon Industry Branch: The upstream and downstream sectors will mainly wait and see this week. Silicon wafer prices are temporarily stable.] On September 10, according to the China Nonferrous Metals Industry Association Silicon Industry Branch, according to Antaike statistics, silicon wafer prices are temporarily stable this week. Among them, the average transaction price of N-type G10L monocrystalline silicon wafers (182*183.75mm/130μm) is 1.01 yuan/piece, and the N-type G12R monocrystalline silicon wafers (182*210mm /130μm), the average transaction price was 1.03 yuan/piece, and the average transaction price of N-type G12 monocrystalline silicon wafer (210*210mm/130μm) was 1.15 yuan/piece, which was the same as last week. Looking forward to the market outlook: The current silicon wafer market is still in a game state driven by loose supply, weak demand and policy expectations. In the short term, the silicon wafer market is likely to maintain a weak operating trend. In the future, we need to pay attention to the supply and demand relationship of silicon wafers and the impact of changes in the price of raw material polysilicon on the silicon wafer market. B[Silicon wafer prices are running weak and low-priced supply has increased] According to reports on September 9, polysilicon N-type re-feeding quotations are 36-42.6 yuan/kg. At present, manufacturers’ quotations are relatively stable, market transactions are very few, and there is some resistance from downstream to high-priced resources. There is no specific implementation status at the relevant meeting, and the market will observe the subsequent implementation status. The market price of 18X silicon wafers is 1.076-1.10 yuan/piece, the price of 210RN silicon wafers is 1.08-1.104 yuan/piece, and the price of 210N silicon wafers is 1.153-1.207 yuan/piece. At present, silicon wafer prices are generally stable and weak, and downstream demand has not yet improved significantly. Some small factories are affected by cash flow pressure and have a strong willingness to cut prices for shipments, and the supply of low-priced goods in the market has increased. In the future, we need to focus on the price trend of silicon materials and the pace of downstream cell replenishment. (Shanghai Nonferrous Net) B[Six departments: Support the issuance of real estate investment trust funds (REITs) in infrastructure for eligible agriculture-related projects] On September 7, six departments including the Ministry of Agriculture and Rural Affairs jointly issued the "Implementation Plan for Adhering to Prioritizing the Development of Agriculture and Rural Areas and Improving the Rural Revitalization Investment Mechanism." It is proposed to make good use of rural resource assets. Improve the leadership mechanism of rural grassroots party organizations, encourage rural collective economic organizations to explore ways to develop new rural collective economies according to local conditions, such as resource contracting, property leasing, intermediary services, and equity participation in commercial properties, and enhance their own development capabilities. Accelerate the construction and application of rural property rights transfer transactions and financing service platforms. Establish a unified asset registration and management ledger for national investment in poverty alleviation, innovate project operation models, promote the effective revitalization and efficient utilization of assets, and continue to play the role of supporting farmers. Deepen the management of "three capitals" in rural collectives, guide rural collective economic organizations to standardize investment behavior, prudently choose business methods, and carry out business activities steadily. Support the issuance of infrastructure real estate investment trusts (REITs) for eligible agriculture-related projects. Encourage various enterprises and village collectives to reasonably carry out the construction and operation of photovoltaic, wind energy, hydropower, biomass and other energy projects in rural areas through village-enterprise cooperation and other models.
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