[SMM PV Flash] National Third Batch of "Desert-Gobi-Wasteland" Base Supporting Project Put into Operation

Recently, AIKO successfully won the bid for Section II of the 1,200 MW PV project at Hongshagang, Minqin County, Wuwei City, part of the Gansu Tengger Desert Hexi New Energy Base of Zhejiang Energy Group, with an awarded bid scale of 677.99 MW. This makes it the largest single-site BC centralized PV project in China so far, adding another strong testament to the competitiveness of AIKO's ABC modules in centralized projects, particularly in desert-Gobi-wasteland large-scale base scenarios.

With the rapid development of space technology and commercial spaceflight, space PV, as the core energy source for spacecraft, is becoming a key technology supporting strategic missions such as space exploration, satellite communications, and space solar power stations. Meanwhile, the expansion of emerging scenarios like the low-altitude economy and high-altitude drones is imposing higher demands for high efficiency, light weight, and high reliability of PV systems in extreme environments, driving the extension of space PV toward integrated aerospace applications. As a frontier field of deep integration between PV and aerospace, space PV is an important direction for China to seize the strategic high ground in energy and expand new spaces for PV applications. Developing lower-cost space PV technology to support the future large-scale development of the space PV market requires pooling resources from PV, aerospace, satellite, and other sectors to advance collaboratively. To this end, the China Photovoltaic Industry Association (CPIA) plans to openly solicit experts from across society to jointly carry out policy research, technical breakthroughs, and standard development for the space PV industry.

According to SMM, the Ministry of Finance, the General Administration of Customs, and the State Taxation Administration issued an announcement on adjusting the consumption tax policy for some batteries, under which a 2% consumption tax will be levied on solar cells (PV cells) effective April 1, 2027, and a 4% consumption tax will be levied on solar cells effective April 1, 2028. It is expected that China's solar cells will subsequently be affected by the tax policy. As solar cell enterprises are currently operating at a loss, the actual tax cost will be determined through bargaining between upstream and downstream enterprises.