Europe is still the largest export market for photovoltaic modules. What is the solution to the "hidden worries" of photovoltaic exports in the future? Europe is still the largest export market for Chinese photovoltaic products. However, in the context of the localization of European photovoltaic manufacturing and support for the local photovoltaic industry chain, Chinese photovoltaic manufacturers "going overseas" are not without hidden worries. In the first two months of 2023, China's export of photovoltaic modules showed a phenomenon of "not slow in the off-season". According to the latest customs data, from January to February 2023, China's module exports reached 47.8 billion yuan, a year-on-year increase of 9%, ending the continuous month-on-month decline since August last year. Europe is still the largest export market for Chinese photovoltaic products, and more than half of photovoltaic modules are shipped to Europe. According to customs data, from January to February 2023, the export value of photovoltaic modules in Europe will be 27 billion yuan, a year-on-year increase of 58%. Among them, the export data of Spain, France, Poland, Greece, Belgium, Denmark and other countries all achieved positive month-on-month growth from January to February. In contrast, the Asian region decreased by 36% year-on-year, and the Latin American region decreased by 6% year-on-year. For a long time, the European market has been highly dependent on photovoltaic products imported from China. In 2022, the European market's high dependence on Chinese photovoltaic products will rise instead of falling. According to data from market information company Infolink Consulting, Chinese photovoltaic companies will export a total of 154.8GW of photovoltaic modules in 2022, an increase of 74% over 2021. Among them, more than half of the photovoltaic modules are exported to the European market. In 2022, China will export 86.6GW of photovoltaic modules to Europe, an increase of 112% compared to the export volume in 2021 (40.9 GW). China International Finance Securities believes that in the context of a high base, the export value of photovoltaics will still exceed expectations to achieve a year-on-year growth of 15% from January to February 2023, and the average monthly amount in the first two months will achieve the first month-on-month growth since August last year. (Monthly average increase of 22%), showing that overseas demand remains strong in the context of a significant drop in natural gas prices, and inventory is well digested. However, under the background of the localization of photovoltaic manufacturing in Europe and the support of the local photovoltaic industry chain, Chinese photovoltaic manufacturers "going overseas" are not without hidden worries. On March 16, as part of the Green Agreement industrial plan, the official website of the European Commission officially announced the two cornerstones of the green industrial plan, the "Net Zero Industry Act" and t...

Canadian Solar: 21.1GW of module shipments in 2022, a year-on-year increase of 45% On March 21, 2023, Canadian Solar Inc. (NASDAQ: CSIQ, hereinafter referred to as "Canadian Solar" or the "Group") announced that it will end the fourth quarter of 2022 as of December 31, 2022. and annual financial reports. In the fourth quarter of 2022, the Group has sold a total of 6.4 GW of solar modules to more than 70 countries, an increase of 68% year-on-year; the top five markets for shipments are China, the United States, Brazil, Spain and Germany. In 2022, the group's sales will be US$7.47 billion (approximately RMB 50.273 billion), a year-on-year increase of 42%; net profit will be US$240 million (approximately RMB 1.615 billion), and diluted earnings per share will be US$3.44 (approximately RMB 23.15) ; Module shipments were 21.1 GW, a year-on-year increase of 45%; total annual shipments of energy storage systems were 1.79 GWh, doubling year-on-year; Solar power plant project layout and planning As of January 31, 2023, Canadian Solar Group (CSIQ) has a total global solar power plant project reserve of about 25 GW. Among them, the total amount of solar power station projects under construction is about 1.8 GW, the total amount of solar power station projects in the late stage of project development is about 4.9 GW, and the total amount of solar power station projects in the early/middle stage of project development is about 18 GW. About 1.77 GW of global solar power plant projects under construction, respectively located in: 1,400 MW in Latin America (including 645 MW of power plant projects held by third parties or sold to third parties), 89 MW in EMEA (Europe, Middle East, Africa) , Japan 36 megawatts, China 250 megawatts. About 4.87 GW of solar power plant projects in the late stage of project development are located in: 422 MW in North America, 2,397 MW in Latin America and 971 MW in China (including 282 MW of power plant projects owned by third parties or sold to third parties) , EMEA (Europe, Middle East, Africa) 936 MW, Japan 149 MW, Asia Pacific (excluding Japan and China) 3 MW. (*The power station project in the late stage of project development refers to a solar power station that has signed a PPA power sale agreement or has obtained FIT, the project is safe and reliable, and will be completed in the next one to four years.) About 6.86 GW of solar power plant project reserves in the middle of project development are located in: North America 2,310 MW, Latin America 908 MW, EMEA (Europe, Middle East and Africa) 3,509 MW, Japan 3 MW, Asia Pacific (excluding Japan and China) 135 MW. (*The power station project in the middle stage of project development refers to the project that has more than 90% certainty and can sign the PPA power sales agreement.) About 11.22 GW of solar power plant project reserves in the early stage of project development are located in: North America 4,324 MW, Latin America 510 MW, EMEA (Europe, Middle East and Africa) 2,803 M...

Tongwei intends to win the bid for the first batch of photovoltaic module procurement projects of Guohua Investment in 2023 (projects in Hebei, Ningxia, and Shandong) On March 16, Guohua Investment's 2023 first batch (Hebei, Ningxia, Shandong projects) photovoltaic module procurement public bidding candidate announcement, the first winning candidate Tongwei Solar (Hefei) Co., Ltd., bidding price 1437.0947 million yuan ; JinkoSolar, the second winning candidate, bid 1,498,350,207.62 million yuan. The bidding announcement shows that the 620,000-kilowatt photovoltaic project photovoltaic modules of the National Energy Ningdong Renewable Hydrogen Carbon Emission Reduction Demonstration Area Demonstration Area is 361.3MW, and the delivery location is near the Ningdong Energy and Chemical Base of Ningxia Hui Autonomous Region. Among them, the 218MWp photovoltaic module field is located in The photovoltaic project site in the Meihuajing mining area on the south side of Yongli New Village in Ningdong Base, the 143.3MWp photovoltaic module field is located in the photovoltaic project site of Qingshuiying Coal Mine in Ningdong Base. The photovoltaic project of Guohua Hebei Company is 420MW, and the delivery location is the project site; the first phase of the 50MW distributed photovoltaic power generation of Huimin County, Guohua Energy Investment Shandong Company is 50MW, and the delivery location is the project site. The planned bidding capacity is about 831.3MW, and the detailed project capacity is as follows: Guoneng Ningdong Renewable Hydrogen Carbon Emission Reduction Demonstration Zone Demonstration Zone 620,000-kilowatt photovoltaic project: battery type 182, specification model "545Wp and above P-type double-sided double-glass/560Wp and above N-type double-sided double-glass", supply Capacity 361.3MW; Photovoltaic project of Guohua Hebei Company: battery type 182, specification model "545Wp and above P-type double-sided double-glass / 560Wp and above N-type double-sided double-glass", supply capacity 420MW; Guohua Energy Investment Shandong Company Huimin County 50MW Distributed Photovoltaic Power Generation Phase I Project: battery type 182, specification model "540Wp and above P-type single-sided glass/560Wp and above N-type single-sided single-glass", supply capacity 50MW. Delivery date: The bidder shall promise that the delivery of equipment meets the requirements of the project schedule, and the specific delivery schedule is as follows: Guoneng Ningdong Renewable Hydrogen Carbon Emission Reduction Demonstration Zone Demonstration Zone 620,000-kilowatt photovoltaic project: completed delivery of 61.3MW in March and 300MW in April; Photovoltaic project of Guohua Hebei Company: completed delivery of 100MW in March and 320MW in April; Guohua Energy Investment Shandong Company Huimin County 50MW Distributed Photovoltaic Power Generation Phase I Project: Completed delivery of 10MW in March and 40MW in April; Monthly total: 171.3MW in March and 660M...