SMM photovoltaic industry chain price list

According to SMM and publicly available information, the Hamburg Local Court has recently opened preliminary insolvency proceedings for German solar developer and operator Enerparc AG and appointed a preliminary insolvency administrator. The proceedings currently apply only to the parent company, while its subsidiaries and project companies remain outside the scope. Founded in 2008, Enerparc is active across solar project development, EPC, O&M, power sales and energy storage. To date, it has developed around 6.6GW of solar projects, with approximately 5.5GW installed and 3.8GW grid-connected, while owning and operating more than 500 power plants. SMM believes the case partly reflects growing pressure on European solar developers from negative power prices, grid congestion and longer project cash-conversion cycles, and may affect module delivery and shipment schedules for some projects. SMM will continue to monitor further developments.

Recently, driven by rising prices of crude oil, ethylene, and vinyl acetate, EVA production costs have increased further, and the market still holds expectations for continued EVA price increases. This week, film manufacturers and module manufacturers began the second round of price negotiations. It is expected that film prices are likely to rise in this round, but the specific increase will still depend on subsequent negotiations and actual implementation.

According to Inner Mongolia Power Group, on September 9, the cumulative settled electricity volume of new energy in the Inner Mongolia Power Multilateral Trading Market reached 509.58 billion kWh, surpassing 500 billion kWh and leading all provincial-level markets nationwide. During the "14th Five-Year Plan" period, Inner Mongolia Power Group built a robust power grid with a "four horizontal and six vertical" structure, featuring 500 kV as the backbone and 220 kV for distribution. Since the beginning of this year, a number of landmark and supporting major grid projects, including the Houhe Second Line, have been completed successively, adding 2.07 million kW of new energy accommodation capacity for areas such as Bayannur and Ordos. The construction of ultra-high-voltage and supporting projects for the desert-Gobi-wasteland large bases has been accelerated. The Inner Mongolia Power Group-managed section of the Dalad–Mengxi 1000 kV AC transmission and transformation project officially commenced, solidifying the energy foundation for large-scale, high-proportion new energy transmission. To date, the installed new energy capacity of the Inner Mongolia power grid has surpassed 100 million kW, accounting for 57.7% of the region's total installed capacity.