B[Eight departments including the State Administration for Market Regulation jointly issued a pilot plan to create a "strong engine of quality" for industrial upgrading] On October 16, eight departments including the State Administration for Market Regulation, the Ministry of Ecology and Environment, the Ministry of Housing and Urban-Rural Development, the Ministry of Water Resources, the Ministry of Agriculture and Rural Affairs, the State-owned Assets Supervision and Administration Commission of the State Council, the National Energy Administration, and the Civil Aviation Administration of China officially issued the "Pilot Work Plan for Inspection and Testing to Promote Industrial Optimization and Upgrading", marking a new stage for China's inspection and testing service industry to move from "single point breakthrough" to "system empowerment". The "Plan" closely follows the dual strategies of "strengthening the country with quality" and "expanding capacity and improving quality of the service industry", with the concept of "innovation-driven, transformation, collaborative linkage, and integrated development", focusing on industrial blockades and difficulties, and deploying three core efforts: First, tackle key technologies and activate the "new engine" of industrial upgrading. Focus on bottlenecks such as "cannot detect, cannot detect accurately, cannot detect quickly", strengthen core technology research and forward-looking reserves; deepen digital intelligence integration and green and low-carbon transformation, and improve full-chain service capabilities such as carbon footprint and water ecology;
Accelerate the mutual recognition of international qualifications to help advantageous industries such as photovoltaics and lithium batteries overcome trade barriers; accurately empower, specialize, specialize and other high-quality enterprises to gradually cultivate, create regional characteristic industrial clusters, and promote the county economy to leap from "having" to "excellent". The second is to achieve full-chain collaboration and forge the "resilience" of key industries. In view of the revitalization of traditional industries, the growth of emerging industries, and the cultivation of future industries, inspection and testing institutions are encouraged to be deeply embedded in the supply chain of chain owners, and improve the consistency and reliability of products throughout the chain through joint verification of upstream and downstream, mutual recognition of data, and research on common issues. Promote the extension of inspection and testing to the entire R&D and manufacturing chain, effectively improve the overall collaborative efficiency and risk resistance of the industrial chain, and realize the deep integration of advanced manufacturing and modern service industries. The third is to strengthen departmental coordination and build a "big pattern" of joint efforts and joint management. This pilot is jointly organized by eight departments to open up the application channels for industries, central enterprises and local governments, and implement voluntary declaration and independent implementation.
Various departments will coordinate the layout of the national quality inspection center, the construction of quality infrastructure systems, and policy resources in areas such as ecology and energy, and work together to resolutely put an end to formalism and ensure that the pilot results truly serve the optimization of industrial layout.
This coordinated linkage between the eight departments is a profound change in inspection and testing from "behind-the-scenes control" to "front-stage empowerment". The pilot application will be launched in November 2026, using the high-end inspection and digital transformation as a lever to accelerate the formation of new quality productivity. The "Plan" and the ongoing "two-wheel drive" of the National Quality Inspection Center's three-year action for quality improvement and optimization form a policy synergy that will accelerate the construction of a modern quality support system with clear positioning, advanced technology, and efficient services. B[What are the main considerations for the photovoltaic technologies to be added? Ministry of Commerce's response] On October 16, the spokesperson of the Ministry of Commerce answered reporters' questions on the revision of the "China's Catalog of Export Prohibited and Restricted Technologies". Q: What are the main considerations for the photovoltaic technologies to be added?
Answer: This time, it is planned to add 12 photovoltaic technologies in polysilicon manufacturing, silicon wafer manufacturing, battery manufacturing and other aspects to the "Catalogue". The main considerations are as follows:
The first is to safeguard national security and interests. In recent years, the application of photovoltaic technology in sensitive fields such as aerospace, national defense, unmanned equipment, and high-security infrastructure has continued to expand. The national security risks that may be caused by the export of photovoltaic technology have continued to rise, and it is necessary to implement timely and appropriate supervision.
The second is to support the sharing of green technology. The scope of technologies listed this time is limited, and other technologies that do not meet the control indicators can still be exported freely. The announcement lists a small number of key photovoltaic equipment, which is only intended to carry technologies that meet the control indicators. In principle, the requirements of this announcement do not apply to other photovoltaic equipment not listed.
The third is to improve the technology export supervision system. The export of key photovoltaic technologies often occurs with the export, installation, commissioning, improvement and upgrading of photovoltaic production lines. Export operators engaging in the above activities should apply for a technology export license in accordance with regulations, and handle relevant procedures such as foreign exchange, banking, taxation, and customs with the certificate. B[China has approved the release of more than 600 national standards for clean energy such as hydropower and photovoltaics.] On October 14, reporters learned from the World Standards Day themed event co-sponsored by the State Administration for Market Regulation and other four departments that China is the world's largest energy producer and consumer. The development of clean energy industries such as wind power, photovoltaic, nuclear energy, and ultra-high voltage ranks among the top in the world, and standardization work has played an important supporting role. At present, China has approved the release of more than 600 national standards for clean energy such as hydropower, photovoltaic, solar thermal, and hydrogen energy, more than 1,300 group standards, and 345 foreign language versions of national standards. China has taken the lead in formulating and publishing 174 international energy standards, accounting for about 15% of all published international energy standards. China also serves as the secretariat of 10 technical agencies of international standards organizations, including solar energy and mechanical energy storage, and serves as the convener of 34 working groups, making positive contributions to strengthening international cooperation in energy standards and promoting global green transformation. At the theme event, the National Standards Committee released a batch of national standards for clean energy, announcing the "Practice of Transforming Scientific and Technological Achievements into Standardization in the Field of New Energy and Renewable Energy" and the "Blue Book on Standardization of China's Hydrogen Energy Industry (2026)". (CCTV News) B[Silicon Industry Branch: Production cuts are gradually implemented and polysilicon prices are running weakly and steadily this week] On October 14, the Silicon Industry Branch released data. According to Antaike statistics, the transaction price of n-type compound material (rod silicon) this week was 43,000 yuan/ton, which was the same as the previous month; the transaction price of n-type granular silicon was in the range of 40,000-41,000 yuan/ton, and the average transaction price was 40,300 yuan/ton, which was the same as the previous month. The domestic polysilicon market operated smoothly this week, with actual transaction volume maintained at 2-3 companies, and the transaction volume was basically the same as last week. The production reduction plans of various enterprises have entered the implementation stage one after another since October, and the supply-side contraction effect has gradually emerged. However, the intensity and sustainability of production reductions still need time to be observed. Downstream procurement continues the rhythm of rigid demand, and the market is waiting for clearer supply and demand signals. Production companies insist on selling at no less than full cost, and prices have basically stabilized. Affected by the pace of downstream replenishment, the pace of spot transactions is relatively slow, and the overall situation is in a transitional stage. B[2026 World New Energy and New Materials Conference held in Ordos City] October 13th, 2026 World New Energy and New Materials Conference opened in Ordos City on October 12th. With the theme of "Multiple Collaboration and Multi-Energy Complementation to Create a New Global Energy Ecosystem", the conference brought together domestic and foreign academicians and experts, and representatives of leading industry companies, and attracted more than 300 companies and more than 8,000 guests to participate in the exhibition to jointly explore the path to green energy transformation and help accelerate the development of new productivity. The World New Energy and New Materials Exhibition will be held concurrently with the conference, with an exhibition area of 30,000 square meters and eight exhibition areas including central state-owned enterprise themes, wind energy, solar photovoltaic, hydrogen energy, energy storage, new energy vehicles, coal-based new materials, and artificial intelligence + energy. The exhibition focuses on the five major industrial chains of wind, light, hydrogen, storage, and vehicles as well as coal-based new materials, displaying cutting-edge achievements from silicon-carbon anodes to long-term energy storage, and from zero-carbon parks to smart grids. B[The country’s first million-kilowatt photovoltaic photothermal project is connected to the grid for power generation] October 10th, the country’s first million-kilowatt photovoltaic photothermal project, the Qinghai Gonghe million-kilowatt photovoltaic photothermal project, was recently connected to the grid to generate electricity, promoting the expansion of new energy from generating electricity according to the weather to supplying power according to the needs of the grid. The project is located in Gonghe County, Hainan Prefecture, Qinghai Province, with a total installed capacity of 1 million kilowatts, consisting of a 900,000-kilowatt photovoltaic power station and a 100,000-kilowatt molten salt tower solar thermal power station. After the project is put into operation, it is expected that the average annual grid-connected electricity will reach 2.2 billion kilowatt-hours, saving approximately 690,000 tons of standard coal and reducing carbon dioxide emissions by approximately 2.07 million tons each year. It will effectively absorb peak power and heat storage, and improve the peak shaving capacity of the local power grid and the level of new energy consumption. (21 Finance) 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.
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