Under the global trend of accelerating "carbon neutrality and carbon peaking", sustainable development has become a consensus for the survival and development of enterprises in the new energy industry chain. Enterprises have started the construction of "zero-carbon factories" to empower the green and low-carbon development of the industry. After the "Ning Wang" Sichuan Yibin factory became the world's first battery "zero carbon factory", yesterday (24), Huayou Cobalt's Chengdu cathode material base - Chengdu Bamo passed the PAS2060 system certification and obtained the SGS carbon neutrality certificate , becoming the world's first cathode material "zero carbon factory". It is reported that Huayou Cobalt is mainly engaged in the R&D and manufacturing of new energy lithium battery materials and cobalt new material products. high-tech enterprises. After more than ten years of development and accumulation, Huayou Cobalt has completed the spatial layout of its headquarters in Tongxiang, resource guarantee overseas, manufacturing base in China, and global market, forming the integrated and coordinated development of three major businesses: resources, non-ferrous metals, and new energy. industrial structure. The three major businesses form a vertically integrated industrial chain within Huayou Cobalt. At the same time, the company is also laying out the recycling business, making every effort to develop from cobalt and nickel resource development, green smelting and processing, ternary precursor and cathode material manufacturing, to resource The new energy lithium battery industry ecology for recycling. This time, Chengdu Bamo, which was awarded the world's first "zero carbon factory" for cathode materials, was established in 2015 and is located in Cheng'a Industrial Park, Jintang County, Chengdu City, Sichuan Province. It is mainly engaged in the research and development, production and sales of lithium-ion battery materials. It is the main production base of cathode materials of Huayou Cobalt Industry. With years of market accumulation in the field of lithium battery materials, Chengdu Bamo has established long-term and stable cooperative relations with lithium battery manufacturers such as LG Chem, Samsung SDI, South Korea SK, Ningde Times, BYD, Lishen Battery, etc. The terminal products cover electric car etc. According to reports, Chengdu Bamo will fully launch the construction of a "zero carbon factory" in 2021, actively promote the "six modernizations" integrated development model, and actively explore ways to reduce carbon emissions in the full life cycle of products. In the design stage of the production line, Chengdu Bamo has studied the use of large-scale equipment related to low energy consumption; in the construction stage of the project, it adopts green building materials; in the operation stage of the production line, it independently develops an intelligent manufacturing system to control the operation status and energy consumption ...

Construction of Dau Tieng 5.1 and Dau Tieng 5.2 solar plants is expected to start in the second quarter with an investment of VND 3.56 trillion (US $157 million). It is understood that the two power plants, with a capacity of 225 MW each, will cover an area of 332.5 hectares on Dau Tieng Lake in the southern province of Tay Ninh and are expected to be completed in April 2023. Both projects will operate for 50 years. Their investor Xuan Cau Holdings has built another three solar power plants around Douda Lake with a total operating capacity of 500 MW. Xining now has about 10 solar projects in operation with a total design capacity of 808 MW. According to the state-owned Vietnam Electricity Company (EVN), Vietnam is one of the top 10 countries with the highest solar power generation at 16,504 MW as of 2021, accounting for 2.3% of the world.

The US Department of Energy (DOE) yesterday announced a new National Community Solar Partnership (NCSP) goal, which is to enable the community solar system to power the equivalent of 5 million homes by 2025. 5 million homes are powered! How much solar energy does the U.S. already have in the community? "Global Photovoltaics" understands that by the end of 2020, the community solar installed in the United States is about 3.25GW, which can power 600,000 households. If you need to power 5 million homes, then by 2025, the US community solar power generation needs 26GW of capacity. From 600,000 households to 5 million households, that is to say, by the end of 2025, the United States will increase community solar power generation by 730% compared with the end of 2020. According to the forecast of "Global Photovoltaics", in 2021, the community solar energy in the United States will increase by 1.5-2.0GW, and then in the remaining four years, an average of 5.3GW of community solar power will be added every year. Because it is a community application, single-sided single-glass modules and small string or micro inverters are generally used, which is undoubtedly a major benefit for backplane companies, string inverters and micro inverter companies. Domestic micro-inverter manufacturer Jiaxing Yuneng Technology may usher in a major market opportunity! Secretary of Energy Granholm said, “Community solar is one of our most powerful tools to provide affordable solar energy to all American households, regardless of whether they own a house or have a roof suitable for solar panels, to achieve these ambitious goals. It will bring meaningful energy cost savings, create jobs in these communities, and make our clean energy transition more equitable." The Community Solar Access Alliance believes that this is an announcement of strong US policies and goals. DOE's action to reach 26 GW by 2025

According to foreign media reports, the energy storage system investment tax credit (ITC) incentive measures have been incorporated into the draft bill of the tax preparation and accounting committee of the US House of Representatives. At the same time, it is planned to extend and renew the investment tax credit (ITC) of solar power generation facilities. Introduce solar production tax credit (PTC). The Ways and Means Committee of the US House of Representatives introduced its draft legislation on federal budget reconciliation late last week, including green energy-related parts, and detailed new and existing renewable energy power generation facilities that will be included in the budget resolution. And energy efficiency incentives. For some time, American clean energy advocates, industry groups, and more and more state and national policy makers have been calling for investment tax credits (ITC) for independently deployed battery energy storage projects. In March of this year, members of the Oregon Third District of Congress described the Investment Tax Credit (ITC) as "a once-in-a-lifetime opportunity to promote the growth of energy storage deployment and take measures that have been taken long overdue to save the planet." The draft introduces an investment tax credit (ITC) for battery energy storage systems or other energy storage technologies with an energy storage capacity of 5kWh. They will be eligible for a basic credit rate of 6% or an incentive credit rate of 30%. The investment tax credit (ITC) will continue until the end of 2031, and will be gradually reduced in 2032 and 2033. According to the current situation, energy storage projects that start construction after 2033 or are not put into use before 2036 will not be eligible for investment tax credit (ITC). Other projects that meet the investment tax credit (ITC) requirements include linear generators, microgrid controllers, and biogas systems. Energy storage systems that meet the requirements can obtain higher basic credit or incentive credit rates-these will not be affected by the gradual reduction in 2032 or 2033, and will also receive incentives provided by manufacturing in the United States. As the industry media reported a few days ago, the proposal will extend the solar investment tax credit (ITC) period by 10 years, and its investment tax credit (ITC) tax rate is 30%, but only for projects that meet certain conditions. At the same time, the incentives for manufacturing in the United States can increase the tax credit for solar power projects to 40%, and the solar production tax credit (PTC) provided will last until 2031, gradually in 2032 and 2033. Reduce by 20%. There is still a long way to go before these drafts are passed into law by the U.S. Congress.

According to the statistical analysis of customs export data, China's lithium-ion battery exports from January to June 2021 reached 11.469 billion US dollars, an increase of 83.31% year-on-year; the number of exports reached 1.392 billion, an increase of 66.49% year-on-year. Among them, the top ten export destinations are the United States, Germany, Vietnam, South Korea, Hong Kong, Japan, the Netherlands, Spain, India, and Slovakia. The total export value is 8.703 billion US dollars, accounting for 75.88% of the total export value from January to June 2021. . At the end of last month, the Department of Electronic Information of the Ministry of Industry and Information Technology announced that according to industry associations and research institutions, the national output of lithium-ion batteries in the first half of the year exceeded 110GWh, an increase of more than 60% year-on-year. The output of upstream cathode materials, anode materials, separators, and electrolytes were respectively For 450,000 tons, 350,000 tons, 3.4 billion square meters, and 130,000 tons, the growth rates were all over 130%. The total output value of the industry exceeded 240 billion yuan in the first half of the year. Product exports have increased significantly. According to customs data, the total export volume of lithium-ion batteries in the first half of the year was 74.3 billion yuan, a year-on-year increase of nearly 70%. In terms of new energy vehicles, according to the information released by the Transportation Administration of the Ministry of Public Security, as of the end of June, the number of new energy vehicles in the country reached 6.03 million, accounting for 2.06% of the total number of vehicles. According to data released by the China Automobile Association, the production and sales of new energy vehicles in my country in the first half of the year were 1.215 million and 1.206 million, both increased by two times compared with the same period last year. From January to July, the cumulative production and sales of new energy vehicles in my country has exceeded the domestic annual total. The penetration rate also continues to increase to 10%. In addition, according to previous incomplete statistics from Battery.com, in the first half of this year, battery new energy industry chain companies are also accelerating in terms of investment and expansion, commencement of production, mergers and acquisitions, company orders, and sprint IPOs: In terms of investment and production expansion, in the first half of the year, the number of investment projects in the battery new energy industry chain reached as many as 123 without statistics on IPO funds and investment projects such as new energy vehicles, new energy vehicle parts, and charging and replacement infrastructure. , The total investment is as high as 573.45 billion yuan, and the number of investment expansion projects and the scale of investment have significantly exceeded the entire year of last year. ...

Recently, according to foreign media reports, General Motors plans to build two electric vehicle lithium-ion battery super factories in the United States to increase battery production capacity. According to the news, there are already two battery factories under construction. In addition to the newly announced two factories, General Motors will have four battery factories in the future, and the annual production capacity is expected to exceed 100GWh. GM currently has two battery plants under construction, and the first plant in Lordstown, Ohio has started construction in May 2020. This plant is a joint venture between General Motors and LG Chemical, with a total investment of US$2.3 billion. The plant has a target annual production capacity of 30GWh and is expected to start production in 2022. The second plant currently under construction is located in Spring Hill, Tennessee. It is also a joint venture between LG Chem and General Motors, with an investment of US$2.3 billion and providing 1,300 jobs. The plant has started construction on April 16 this year and is expected to start production in 2023, with an estimated annual production capacity of about 30GWh. The construction of multiple battery factories is for GM's ambitious sales target. According to GM's latest electrification plan, it will achieve the goal of global sales of 1 million electric vehicles every year in 2025. And plans to increase the investment of 8 billion yuan in electric vehicles and autonomous driving technology from 2020 to 2025, the total investment will reach 35 billion U.S. dollars, and the two new battery factories to be built will also be included in the investment. In addition to battery factories, GM will launch a total of more than 30 pure electric vehicles in North America and China by 2025. Not only that, GM also wants to surpass Tesla in North America and seize a larger share of the electric vehicle market.

In 2021, photovoltaic production capacity will continue to expand wildly. On the one hand, industry leaders will compete for strength and increase production capacity to stabilize their position; on the other hand, the development potential of the photovoltaic industry will continue to attract "strength" challengers, greatly expand production capacity, and launch to leading companies With the impact, the crowds competed and the competition became fiercer. According to incomplete statistics from Polaris Solar Photovoltaic Network, in the first half of 2021, the total scale of expansion of silicon wafers, cells, and modules will reach 390.4GW, and the total investment will exceed 71.658 billion yuan. Among them, the scale of silicon wafer expansion reached 222GW, the scale of solar cell expansion was 109.9GW, and the total scale of module expansion was 58.5GW. Different from the balanced expansion of production capacity in each link in 2020, in the first half of 2021, silicon wafers and silicon rod ends are still the main links for enterprises to get together to invest and expand production, and the expansion and growth rate of module ends has slowed down significantly. Wafers, silicon rods - Expansion of 222GW Silicon wafer and silicon rod end, 11 expansion projects, the total scale of expansion is 222GW, and the total investment exceeds 33.924 billion yuan. Silicon wafer, as a link in the concentrated expansion of production capacity in the first half of the year, has two characteristics worthy of attention. First, the investment in the first half of the year was not only focused on specialized enterprises and integrated enterprises to improve the industrial chain layout, but also new entrants were advancing vigorously and aggressively expanding production capacity. Second, the scale of investment and expansion of large-size monocrystalline silicon wafers has increased. First of all, from the perspective of enterprises, the largest investment scale is Zhonghuan, one of the leading silicon wafer companies, with an expansion scale of 50GW; secondly, JA Solar has strengthened and improved its integrated layout, with an expansion scale of 40GW for the pulling and slicing ends; The expansion scale of the film company Jiangsu Meike reached 35GW, and the expansion scale of only the above three companies accounted for 56.3% of the total. In the first half of the production expansion, the most outstanding performance was the equipment company Gaoce. After announcing the start of 10GW monocrystalline silicon wafer project in Jianhu, Jiangsu on July 5, it successively announced 30GW silicon wafer large-scale production capacity on July 20 Expansion plan. From the field of traditional equipment to the silicon wafer business, not only Gaoce shares, but also Shuangliang Energy-saving and CNC CNC have been accelerating the expansion of silicon wafer production capacity since 2020. In addition, not only the traditional photovoltaic equipment companies are accele...

A developer of a mixed-use industrial park in Togo, West Africa initiated a tender for a large-scale solar plus energy storage project, and the park has issued a letter of intent (EOI). Pan-African infrastructure developer Arise Integrated IndustrialPlatforms (Arise IIP) is working with the government of the Togolese Republic on the Adétikopé Industrial Platform (PIA), a 400-hectare special economic zone near the country’s capital, Lomé. The area will house an industrial and logistics center, providing access to West Africa through the coast. Arise IIP issued a notice on July 8 inviting EOI to add a 200MW battery energy storage system (BESS) and related 161KVA substation infrastructure for grid connection for a DC photovoltaic power station with a capacity of 390MWp. According to the notice, these projects "mainly provide PIA with long-term reliable and sustainable power." Participants have two options, either bidding for engineering, procurement and construction (EPC) contracts and five-year operations and maintenance (O&M), or signing a 20-year power purchase agreement (PPA) with Arise IIP in the form of a joint venture. Applicants need to have at least one similar project experience, and have the financial ability to start the work immediately after receiving the contract, and have sufficient materials, technical resources and personnel suitable for project work. The bidding documents will be provided between July 20 and 30, 2021, after which there will be 12 weeks to submit bids. This project is the largest of its kind announced on the African continent so far. Previously, it was a number of small solar plus energy storage projects, including grid-connected and micro-grid projects. The most recent project locations are mainly located in Madagascar, Somaliland and Mozambique. . South Africa has also made history by bidding for energy storage projects exceeding 1GWh to make renewable energy projects dispatchable as the country seeks to quickly purchase energy capacity to make up for supply shortages.

Accionaenergia, the renewable energy subsidiary of Spanish energy and infrastructure company Acciona, has commissioned its 238MW Margarida photovoltaic power plant in Chile to invest in the value of 170 million US dollars. This complex is located in the Diego de Almagro commune in the Atacama Desert. This 238 MW photovoltaic power plant consists of Phase I and Phase II of Margarida, with 580,000 solar modules installed on horizontal trackers. It will generate nearly 654 gigawatts of clean energy every year. Acciona stated that it has been cooperating with the local government to carry out an "innovative" circular economy project in the Chilean Commune. According to the project, 25,000 wooden pallets used for transport modules will be recycled in the form of furniture as vertical gardens, shelves or Hydroponics facilities, etc. Acciona said that through the project, its total renewable energy operating capacity in Chile has increased to 922 megawatts, including 5 solar photovoltaic power generation facilities and 3 wind farms. In the solar photovoltaic market in Latin America, Chile has recently attracted some investors. EDP Renewable Energy entered the Chilean renewable energy market in May 2021, acquiring a combined wind and solar power generation of 628 MW. Recently, Mainstream Renovables established Nazca Renovables as its new Chilean hybrid renewable energy platform with a capacity of more than 1 GW.