B[The electric power sector was active against the trend and Zhejiang Xinneng rose by the daily limit] On September 28, the electric power sector was active against the trend in early trading, with Zhejiang Xinneng hitting its daily limit. Dalian Thermal Power, Jiangsu Xinneng, Jiawei New Energy, Ningbo Energy, Core Energy Technology, and Guodian Electric Power were among the top gainers. On the news, 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%. 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[Turkey makes final anti-dumping ruling on solar panel junction boxes originating in China] September 24th, according to the China Trade Remedy Information Network, on September 23, 2026, the Turkish Ministry of Trade issued Announcement No. 2026/29 on solar panel junction boxes originating in China [Turkish: güneş (solar) panelleri için bağlantı kutuları (junction box)] made a positive final anti-dumping ruling and decided to levy anti-dumping duties at CIF price. Among them, Zhejiang Twinsel Electronic Technology Co., Ltd., Risen (Ningbo) New Material Co., Ltd., QC Solar (Suzhou) Corporation, QC Solar (JiangSu) Corporation] and Zhejiang Chint Xinhui PV Co., Ltd. both have a tax rate of 38.23%, and other Chinese manufacturers/exporters have a tax rate of 57.11%. The Turkish tax numbers of the products involved are 8544.42.90.00.11, 8544.60.10.00.11, and 8544.60.90.00.00. The measures take effect from the date of announcement and are valid for five years. On May 25, 2025, Turkey launched an anti-dumping investigation into solar panel junction boxes originating in China. The dumping investigation period of the case is the whole year of 2024, and the damage investigation period is from January 1, 2022 to December 30, 2024. 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[The Price, Cost and Certification Center of the National Development and Reform Commission went to Qinghai Province to conduct research on photothermal power generation] September 17th. From September 7 to 11, Comrade Cheng Gang, deputy director of the Price, Cost and Certification Center of the National Development and Reform Commission, led a team to Xining City, Haixi Prefecture, and Hainan Prefecture in Qinghai Province to conduct research on the development of the photothermal power generation industry. During the period, the research team held discussions with the Qinghai Provincial Development and Reform Commission, the Provincial Energy Bureau, and relevant solar thermal power generation companies to fully understand the industrial development situation, problems encountered, and listen to relevant suggestions. The research team conducted on-site inspections of CSP power stations of China Three Gorges Corporation, China State Energy Investment Group Co., Ltd., China General Nuclear Power New Energy Holdings Co., Ltd., China Power Construction New Energy Group Co., Ltd., Zhejiang Kesheng Technology Co., Ltd., Qinghai SUPCON Solar Power Co., Ltd. and other companies to gain an in-depth understanding of the operation of the power stations. Relevant comrades from the Qinghai Provincial Development and Reform Commission, the Provincial Energy Bureau, and the Central New Energy Price and Cost Division participated in the survey. 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[Ministry of Industry and Information Technology: Strengthen the coordination of high, medium and low orbit satellite constellations to enhance the capacity of high orbit wide and narrowband communication satellite systems] On September 7, the Ministry of Industry and Information Technology issued the "15th Five-Year Plan for the Development of the Information and Communications Industry". It mentioned that the coordination of high, medium and low orbit satellite constellations should be strengthened, the capacity of high-orbit wide and narrow-band communication satellite systems should be improved, and the networking service capabilities of low-orbit satellite Internet, high-orbit satellite communication systems, and satellite Internet of Things should be enhanced. Promote the deep integration of satellite networks and terrestrial communication networks, coordinate the construction of satellite-ground interconnection centers, and carry out applications such as direct connection of mobile phones to satellites and satellite Internet of Things. Make full use of terrestrial communication facilities such as 5G/5G-A to promote low-altitude communication network coverage as needed. Actively explore the deployment of 5G air-to-ground communications (5G-ATG), expand the scale of route technology trials in a timely manner, and promote the development of airborne communications. Explore the application of high-altitude floating platforms such as stratospheric airships and solar drones to improve the coverage and quality of communication networks. Promote the integrated development of “5G+Beidou”.
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