[SMM PV] "PV+ESS Integration" Takes Center Stage

The PV-grade EVA market continued its upward trend this week. As of now, mainstream quotations from traders have approached 10,500 yuan/mt, and available spot supply in the market is tight. It is expected that next week, the weekly settlement price from major petrochemical plants may reach above 10,000 yuan.

On July 22, a reporter learned from the Sichuan Provincial Tax Service of the State Taxation Administration that from January to June 2026, Sichuan Province's invoiced sales revenue maintained YoY growth, the industrial economy played an important supporting role in the province's economic growth, and the trend of manufacturing structure optimization and upgrading was evident. Data provided by the Sichuan Provincial Tax Service showed that from January to June, the province's industrial invoiced sales revenue rose 6.9% YoY. By sector, manufacturing was up 7.6% YoY, mining was up 1.7% YoY, and electricity, heat, gas, and water production and supply was up 4.1% YoY. Equipment manufacturing continued to develop. Its invoiced sales revenue from January to June accounted for 50.0% of the province's manufacturing total, up 5.8% YoY. Within this sector, electrical machinery and equipment manufacturing was up 7.1% YoY; the manufacturing of railway, ship, aerospace, and other transport equipment, instrumentation manufacturing, and computer, communication, and other electronic equipment manufacturing rose 47.1%, 13.6%, and 11.9% YoY, respectively. Clean energy equipment manufacturing, a key focus in Sichuan, grew 7.3% YoY, within which the manufacturing of PV equipment and components rose 7.6% YoY. Lithium-ion battery manufacturing increased 22.5% YoY, driving upstream basic chemical raw material manufacturing up 63.7% YoY. Deep-sea oil drilling equipment manufacturing surged 160.0% YoY.

On the 22nd, all construction of the Beihai Shipbuilding "Blue Sail Project" distributed PV project was completed, successfully achieving full-capacity grid-connected power generation. This represents the grid connection and commissioning of another large PV power station for the enterprise, following the successful grid connection of the PV power station in Zone 2 of Beihai Shipbuilding in May this year, marking the full completion and operation of the project.