Tesla Launches New Solar Panel Models TSP-415/420 for Fully Integrated Home Energy Ecosystem

On 30 January, Baichuan Changyin (300614) released its 2025 performance forecast, reporting that during the reporting period, the company suspended investment in the Zhejiang Deqing heterojunction cell photovoltaic project and proactively optimised its R&D strategic layout, postponing the advancement of the pilot line for the Shanghai heterojunction cell photovoltaic R&D project.

Jiangsu Zhongke Panyao Technology Co., Ltd. is expected to formally register and commence operations in mid-February 2026, with full-scale routine operations commencing on 1st March. The company will be based in the Industrial Cluster Zone of Yancheng High-Tech Industrial Development Zone, leveraging the region's industrial support advantages for its development. Moving forward, the company will prioritise the construction and implementation of three pilot production lines for flexible perovskite photovoltaics (300×400 mm²), concentrating on the research, development, testing, and market deployment of flexible perovskite modules and various end-use products.

[SMM Silicon-Based PV Morning Meeting Summary: Module Prices Slightly Raised, Polysilicon Market Sluggish] Last week, domestic module prices saw a slight increase, but recently, transaction prices for some top-tier enterprises in certain segments showed a slight pullback. Currently, there are still instances of low-price shipments in the market, and competitive bidding activity is beginning to rise. In the centralized segment, there have been no transactions so far, but enterprises have shown an intention to raise prices, and it is expected that bidding prices for some upcoming projects will increase. Current distributed high-efficiency Topcon modules are quoted at 0.735 Yuan/W (183), 0.758 Yuan/W (210R), and 0.761 Yuan/W (210N), while centralized high-efficiency Topcon modules are quoted at 0.716 Yuan/W (182/183) and 0.736 Yuan/W (210N).