[SMM PV] India HJT Module Production Launched

[SMM Silicon-Based PV Morning Meeting Summary] Silicon metal: Yesterday, SMM oxygen-blown #553 silicon in east China was around 9,400-9,500 yuan/mt, and #441 silicon was around 9,500-9,700 yuan/mt. Silicon enterprises on the supply side maintained firm quotes, futures prices consolidated at highs, and in some parts of northwest China, spot-futures price spread quotes from traders strengthened slightly compared with the previous period. Low-priced goods were scarce in the market, and downstream buyers remained cautious, mainly making just-in-time procurement or buying on dips. Polysilicon: N-type recharging polysilicon was quoted at 36-42.6 yuan/kg. Currently, producers' quotes were relatively stable, market transactions were extremely limited, and downstream buyers showed some resistance to high-priced resources. There was no concrete implementation progress from the relevant meeting yet, and the market was watching for subsequent developments.

In midsummer, at the Jiuduntan PV-based desert control demonstration park in Liangzhou District, Wuwei City, Gansu Province, a 3 million kW PV-based desert control project is under orderly construction. Trinasolar has supplied 1GW Vertex N-type 700W+ modules for the project, helping the park build an integrated green development benchmark combining PV-based desert control and energy storage. Upon completion, the project will generate approximately 5 billion kWh of electricity annually, restore ecology and control desertification across more than 70,000 mu, save over 614,500 mt of standard coal each year, and reduce carbon dioxide emissions by more than 1.5977 million mt, demonstrating the sustainable development value of combining desert governance with new energy.

The second-phase PV power generation project of Shenzhen "Virtual Power Plant Town" successfully completed the "observable, measurable, adjustable, and controllable" full-function joint commissioning and acceptance on the 3rd and was officially connected to the grid, becoming the first demonstration project in Shenzhen to achieve PV "four capabilities" through virtual power plant aggregation, marking a new stage in China Southern Power Grid's ability to regulate distributed resources. In recent years, distributed PV in Shenzhen has seen explosive growth, with installed capacity reaching 1.47 million kW. However, PV power generation often depends on the weather, and the actual power generation and how to maximize generation benefits are difficult for the grid side to accurately grasp and effectively regulate, which not only puts pressure on the safe and stable operation of the power grid but also constrains the further improvement of new energy consumption capacity. To equip PV stations with the "four capabilities," in the past, dedicated hardware such as automation terminals had to be installed, requiring door-to-door construction and unit-by-unit joint commissioning and testing, which was costly and time-consuming. Enterprises were unwilling to invest, owners found it troublesome, and large-scale promotion faced numerous difficulties. "The PV power station connected to the grid this time covers 10 factory buildings and dormitories, with an installed capacity of 1.7 MW. In the early stage, our R&D team directly coordinated with equipment manufacturers, and the debugging of the digital technology pathway was completed before the equipment left the factory. The PV equipment is plug-and-play, and it only needs to be connected to the 'Virtual Power Plant Town' platform to be synchronously integrated into China Southern Power Grid's dispatch management," said Huang Ziqi, head of the operator of Shenzhen "Virtual Power Plant Town.