Gempa Magnitudo 5,5 di Yibin, Sichuan, Output Wafer Tidak Terpengaruh

BEIJING, June 30 (Xinhua Finance) -- The acceleration of low Earth orbit satellite networking is creating incremental demand for satellite power supplies. Recently, a number of A-share publicly listed firms have intensively released announcements or related cooperation news covering outward investments, strategic cooperation, and co-built laboratories, with enterprises deploying space PV across the entire chain from wafers and packaging materials to perovskite cells. Industry insiders point out that the sector is accelerating the formation of space PV industry alliances for joint R&D, with multiple technology routes simultaneously undergoing in-orbit verification. Multiple institutions estimate that the long-term market size of the track could approach the trillion-yuan level, and space PV is becoming a new growth curve for the PV industry to navigate through cycles.

Recently, the Ministry of Industry and Information Technology released a notice titled “Notice on Public Consultation for 242 Industry Standard Plan Projects Including Technical Requirements for the Operation Alarm System of Smart Factories in the Petrochemical Industry,” which now publicizes 8 PV industry standard project plans. Among the PV industry projects established in this batch, excluding 1 bracket standard and 1 smart PV system, the remaining 6 are all perovskite standard projects. The public consultation period is from June 6, 2026, to July 5, 2026.

Bea Cukai dan Perlindungan Perbatasan AS (CBP) telah mengeluarkan ketetapan akhir yang menyatakan bahwa Waaree Energies menghindari tarif atas sel surya dari Vietnam dan Malaysia antara tahun 2021 hingga 23 Juni 2026. CBP akan menetapkan bea anti-dumping hingga 271,28% pada modul surya impor Waaree yang terbukti terkena tarif tersebut, sambil tetap menangguhkan likuidasi hingga tagihan bea final diselesaikan atau banding apa pun diputuskan. Penyelidikan dimulai pada Juni 2025 berdasarkan kasus EAPA 8163 menyusul petisi dari produsen surya AS. CBP menyatakan Waaree mampu menunjukkan bahwa mereka memiliki cukup sel non-Tiongkok untuk menjelaskan impor modul AS-nya, namun menemukan bahwa perusahaan tersebut telah salah melaporkan negara asal untuk impor tertentu selama periode empat tahun.