[SMM PV Flash] PowerChina Secures 300 MW PV Sand Control Project Quota in Gansu

Recently, the "Intel Technology Innovation and Industrial Ecosystem Conference" was held in Suzhou. As a globally leading provider of PV+ESS smart energy solutions, Trinasolar was invited to attend the conference and joined hands with Intel to launch a pioneering computing-power coordination project. At the same time, Trinasolar delivered a speech on the theme of computing-power coordination, sharing its exploration practices and innovative solutions in the AIDC field, and releasing new momentum from the deep integration of the new energy industry and AI computing power. During the conference, Intel's computing-power coordination pilot project was officially launched. Xie Jian, Senior Vice President of Trinasolar, participated in the launch ceremony. This collaboration also signifies that, as AI computing power demand continues to grow, coordination between power and computing power is becoming an important direction for industrial development. Trinasolar's power cabins and Intel's computing power cabins will work together in depth to jointly explore the technical pathways and business models of "integrated computing and power." Leveraging its long-accumulated experience in the new energy power industry, Trinasolar is actively extending its capabilities from "power supply" to "computing-power coordination," providing new solutions and approaches for the next generation of green intelligent computing infrastructure.

On September 22, the China National Intellectual Property Administration announced that BYD Company Limited has been granted a patent titled "A Silver-Carbon Paste for Heterojunction Cells and Its Application," with authorization publication number CN122800344A and an application date of March 2025. The patent abstract indicates that the present invention relates to the field of cell technology, specifically to a silver-carbon paste for heterojunction cells and its application. The silver-carbon paste for heterojunction cells comprises at least a silver-based conductive material and carbon nanotubes, wherein the carbon nanotubes have defects. By employing carbon nanotubes with defects, the present invention increases the attachment sites for the silver-based conductive material on the carbon nanotubes, enhances the adhesion between the silver-based conductive material and the carbon nanotubes, and improves the filling of the silver-based conductive material within the carbon nanotubes. This results in better electrical conductivity at the same carbon nanotube dosage, thereby addressing the issue where the addition of carbon materials significantly increases the contact resistance and series resistance of cells, leading to a substantial reduction in cell efficiency.

[SMM Silicon-based PV Morning Meeting Summary: Pre-holiday demand support, PV prices stabilize] This week, China's distributed module prices remained stable. Supported by costs, mainstream power quotes from enterprises were basically unchanged. Moreover, distributed demand has been declining month by month, and the shipment center of enterprises has shifted to the centralized market. On the centralized side, multiple projects have recently opened bids, with prices showing divergence. Some enterprises targeting shipment volumes submitted lower bid prices, while those aiming to secure costs and profits mostly kept prices high. Currently, distributed Topcon 183, 210R, and 210N high-efficiency modules are quoted at 0.7085 yuan/W, 0.718 yuan/W, and 0.723 yuan/W, respectively. Centralized Topcon 182/183, 210N, and 210R modules are quoted at 0.696 yuan/W, 0.707 yuan/W, and 0.702 yuan/W, respectively.