Zichong Ye

In addition, as a safeguard measure, energy storage must not be a prerequisite for approving, connecting, or accessing new renewable projects.

China’s NDRC & NEA issue new renewable energy market rules: Existing projects before June 1 will follow current policy-linked pricing, while new projects after June 1 will have prices determined through market-based bidding.

www.ndrc.gov.cn/xxgk/zcfb/tz...

www.technologyreview.com/2025/01/24/1...

National Energy Administration: Large-Scale Commercial and Industrial Distributed PV Power Generation Projects Can Conduct Dedicated Line Power Supply with Users | SMM [National Energy Administration: Allowing Large Industrial and Commercial Distributed PV Projects to Be Adjusted to Centralized PV Power Stations When Power Users' Load Changes Significantly] On the 2...

The NEA officially issued the “Administrative Measures for the Development and Construction of Distributed PV Power Generation”, replacing the interim measures previously introduced in 2013.

news.metal.com/newscontent/...

According to China’s NEA, the first batch of renewable energy megabases achieved 91.99 GW of completion (95%) with 90.79 GW operational.

Original link: www.nea.gov.cn/20250123/544...

in a stunning result, China's National Bureau of Statistics released GDP figures that ... hit its official GDP target for 2024 (wink).*

www.stats.gov.cn/sj/zxfb/2025...

* this is all literally true
(wink) and yet

NEA released the 2024 National Power Industry Statistics: by year-end, China’s wind capacity reached 520.68 GW and solar capacity 886.66 GW.

www.cpnn.com.cn/news/xwtt/20...

中企主导开发！1080MW海外海上风电项目开工建造

Construction kicks off at CNOOC’s Zhuhai base for the Inch Cape offshore wind project, led by SDIC Power’s subsidiary and Ireland’s ESB. Once fully operational, it’ll power over half of Scotland’s households.

mp.weixin.qq.com/s/q-Z1A-n_sO...

Qichacha shows over 50,000 Chinese solar companies started in the last 1–3 years have shut down or been revoked.

Trump tasks congressman with writing executive order he could issue to halt offshore wind President-elect Donald Trump tasked a New Jersey congressman and vocal critic of offshore wind with writing an executive order he could issue to halt wind energy projects.

😳😳😳

apnews.com/article/trum...

Chinese PV Industry Brief: Longi issues net loss warning for 2024 Longi has issued a profit warning for 2024, forecasting a net loss of up to $1.11 billion – a sharp decline from last year’s profit of $1.42 billion.

Wow, a tough year for China's solar sector:😳

LONGi Green Energy: 8.2–8.8B RMB net loss for 2024.

Quartz Co.: 93.25%–94.44% profit drop, down to 280–340M RMB.

Jiawei New Energy: 250–285M RMB loss, plunging 1369%–1567%.

www.pv-magazine.com/2025/01/17/c...

New Renewable Energy Projects Connected to the Grid in XPCC (January):

Solar Project: 300 MW photovoltaic power project by Shandong Renewable Energy at Dongfeng Farm, 3rd Division

Wind Project: 100 MW wind power project by Hongxing Shenhe in Xinxing City, 13th Division

The Sichuan government has unveiled its 2025 major energy project list. Find the full list here (in Chinese):
m.bjx.com.cn/mnews/202501...

How to sustain scientific collaboration amid worsening US–China relations Researchers need to define ‘safe zones’ for joint work in which the benefits outweigh the political risks. Here’s how.

How to sustain scientific collaboration amid worsening US–China relations

www.nature.com/articles/d41...

A-share PV company Eging Photovoltaic (600537) expects a full-year net loss of 1.9-2.3B RMB. On Jan 8, three directors resigned, with three new candidates nominated—all with ties to Hohhot. Speculation rises that Hohhot SASAC might acquire shares and take control of Eging.

Five more Chinese solar firms have been added to the UFLPA list😳:

Donghai JA Solar Technology Co., Ltd.

Hongyuan Green Energy Co., Ltd.

Jiangsu Meike Solar Technology Co., Ltd.

Baotou Meike Silicon Energy Co., Ltd.

Shuangliang Silicon Materials (Batou) Co., Ltd.

www.dhs.gov/news/2025/01...