PV & ENERGY STORAGE · WEEKLY MARKET BRIEFING
Week 43 · Kaum Hli 19–25, 2026
Kev tshuaj xyuas txhua lub limtiam ntawm txoj cai, tus nqi, cov haujlwm thiab thev naus laus zis - thiab nws txhais li cas rau koj qhov khoom
Published October 26, 2026 · SINELINK Market Intelligence
Ntawm ib sab
Teb chaws Europe ntsiag to tshem tawm 12-xyoo tariff rau Suav hnub ci iav
Thaum Lub Kaum Hli 21, European Commission tshaj tawm qhov kev tshem tawm ntawm kev tawm tsam thiab kev tawm tsam ntawm lub hnub ci iav los ntawm Tuam Tshoj, pib thaum Lub Kaum Hli 22. Cov kev ntsuas tau nyob rau hauv qhov chaw txij li thaum 2014 - kwv yees li 12.5 xyoo - ntawm 17.5%-75.4% tiv thaiv dumping thiab 3.2% -17.1% countervailing. Qhov laj thawj tau hais yog tias EU hnub ci iav ntau lawm tau tso tseg thiab tsis zoo li rov pib dua. Cov dej num them txij li qhov kev tshuaj xyuas tas sij hawm qhib rau 2025-07-22 tuaj yeem rov qab tau, tsis muaj paj laum. Rau ib tus neeg sib sau ua ke lossis cov khoom siv hauv Tebchaws Europe, qhov no yog qhov kev hloov pauv tus nqi ncaj qha, tsis yog txoj cai teeb liab.
Kev lag luam teeb meem tsis ua kom qeeb cov ntws
cov ntaub ntawv kev lis kev cai hais tias yog li ntawd - Tuam Tshoj lub Li-ion roj teeb xa tawm mus rau EU mus txog USD 31.2bn nyob rau lub Ib Hlis-Sep, nce 46% xyoo-rau-xyoo thiab ib ncig ntawm 40% ntawm tag nrho cov Suav roj teeb xa tawm (USD 78.8bn, +42.2%). Inverters qhia zaj dab neeg zoo dua: tom qab EU txwv Suav cov neeg xa khoom los ntawm EU-nyiaj txiag cov haujlwm hauv lub Tsib Hlis, Q3 Suav inverter xa tawm mus rau EU tseem nce 34.5% YoY rau USD 1.7bn, nrog rau thoob ntiaj teb inverter xa tawm ntawm USD 4.5bn (+31.9%). Kev thov tab tom nrhiav nws txoj hauv kev los ntawm kev txwv.
Sodium tus nqi sib cav tsuas yog nyuaj ua
Lithium carbonate yav tom ntej tau kaw qis dua CNY 100,000 / t thaum Lub Kaum Hli 22, thiab cov lej lej tau hloov pauv: lub taub hau-kab LFP cov hlwb tam sim no nyob ib puag ncig CNY 0.38 / Wh tawm tsam kwv yees li CNY 0.45 / Wh rau cov khoom tsim tawm sodium ntau. Sodium tau raug positioned raws li pheej yig lwm txoj kev; ntawm tus nqi lithium no nws tsis yog. Cov neeg yuav khoom nrog sodium ntawm 2027 cia cov npe luv luv yuav tsum rov ua cov lej ua ntej lawv cog lus.
Ob lub kav dej loj heev tau qhib rau kev sib tw
Saudi Arabia's SPPC pre-qualified 27 developers rau nws thib ob BESS pab pawg - 3,000 MW / 12,000 MWh thoob plaws rau 6 txoj haujlwm - thaum New York's NYSERDA tau xaus nws thawj qhov kev thov rau lub zog khaws cia nrog yim txoj haujlwm muaj nqis kwv yees li 950 MW thiab ntau dua USD 1.6bn ntawm kev lag luam ntiag tug. Is Nrias teb SECI 800 MW / 3,200 MWh kev sib tw kaw Lub Kaum Hli 30 thiab Rwanda 200 MW ntab PV + 800 MWh IPP kev sib tw kaw Lub Kaum Ib Hlis 12.
Lub lim tiam thev naus laus zis: cov khoom tiag tiag, ntxiv rau ib tus lej koj yuav tsum tsis txhob ntseeg
Sungrow's PowerTitan 3.0 tsiv mus rau onsemi hybrid SiC modules (+0.4% inverter efficiency, ncov siab tshaj 99.3%); Fraunhofer ISE luam tawm 280 Wh / kg silicon-carbon hnab cell - tab sis tsuas yog qis dua 1,000 kPa pawg siab; Jinko launched ib 510 W nyob module ntawm 25.52% thov module efficiency; thiab EVE tau pom ib qho anode-dawb tag nrho cov khoom-lub xeev npib ntawm 1,045 Wh / L. Tsis muaj ib qho ntawm cov no yog kev cog lus loj-tsim. Cais, Jinko's CTO kwv yees lwm 50% module nqi poob ntau tshaj tsib xyoos - kev pom kev lag luam, tsis yog kev lag luam kwv yees.
Cov neeg saib xyuas kev ua lag luam ntxiv rau lub lim tiam no: cov cell cia, mounting thiab chargers
Cia: LFP hlwb (280/314Ah) zaum nyob ib ncig ntawm CNY 0.36/Wh thiab yog drifting, thaum ua tiav AC-sab 2-teev kua-txias tshuab tuav ntawm CNY 0.52-0.63/Wh; kev hloov pauv cov se rov qab yog rub Q1 2027 xaj rau Q4 2026. Mounting: Arctech thov ntau dua 110 GW ntawm cov khoom xa tuaj thiab 30 GW / xyoo ntawm cov peev txheej tracker nrog cov nroj tsuag hauv Is Nrias teb thiab Saudi Arabia; GameChange tau booked 258 MWp ntawm Benban, Egypt. Kev them nyiaj: Tuam Tshoj dhau 24.7 lab cov ntsiab lus them nqi (+37.2% YoY), thiab txawm tias Algeria lub xeev cov chaw tsim khoom tam sim no xa cov chargers rau hauv Ltalis.
Lub Limtiam hauv Cov lej
Lub lim tiam cov nuj nqis tseem ceeb hauv ib qho chaw, rau kev siv ceev ceev ua ntej nthuav dav hauv qab no.
| Metric | Tus nqi | Nco tseg |
| EU hnub ci iav lub luag haujlwm ntawm Tuam Tshoj raug tshem tawm (Lub Kaum Hli 21, pib lub Kaum Hli 22) | 12.5 yrs ntawm tej dej num tshem tawm |
AD 17.5-75.4% thiab CVD 3.2-17.1% ploj mus; EU ntau lawm ceased; cov dej num them txij thaum 2025-07-22 rov qab tau, tsis muaj paj laum |
| Tuam Tshoj Li-ion roj teeb xa tawm mus rau EU, Jan-Sep (kev lis kev cai) | USD 31.2bn (+46% YoY) |
Txog 40% ntawm tag nrho Suav Li roj teeb xa tawm ntawm USD 78.8bn (+42.2%); SCMP hais txog Tuam Tshoj kev lis kev cai, Kaum Hli 22 |
| Tuam Tshoj inverter xa tawm mus rau EU, Q3 2026 | USD 1.7bn (+34.5% YoY) |
Txawm hais tias lub Tsib Hlis bar rau Suav cov khoom lag luam hauv EU-nyiaj txiag cov haujlwm; ntiaj teb no inverter exports USD 4.5bn (+31.9%) |
| Saudi SPPC thib ob BESS pawg - cov neeg tsim khoom tsim nyog ua ntej | 3,000 MW / 12,000 MWh 27 cov npe luv |
Rau qhov project; cov npe suav nrog EDF, Kepco, Marubeni, Masdar, ACWA, Envision, Gotion, TotalEnergies, Tesla (Lub Kaum Hli 20) |
| NYSERDA thawj lub zog khaws cia (US, Lub Kaum Hli 21) | ~ 950 MW 8 ua project |
Ntau tshaj USD 1.6bn kev nqis peev ntiag tug xav tau; Flatiron's Blue Spruce 133 MW thiab Palladium 123 MW/492 MWh hauv Bronx; COD thaum kawg-2030 |
| Lub teb chaws Yelemees av-mounted PV kev sib tw qhib (Lub Kaum Hli 23) | 2,226 MW | Bundesnetzagentur auction launched; cais los ntawm lub hnub ci-ntxiv-nco innovation kev sib tw series |
| Lithium carbonate yav tom ntej (Tuam Tshoj, Kaum Hli 22) | hauv qab no CNY 100,000 / t |
Kaw ntau dua 3% nqis; LFP hlwb ~ CNY 0.38 / Wh vs sodium hlwb ~ CNY 0.45 / Wh - sodium poob nws cov nqi |
| Polysilicon, Tuam Tshoj chaw (Oct 22 tuam txhab siv) | CNY 38.66-42.96 / kg | Pas nyob rau lub lim tiam; yav tom ntej daim ntawv cog lus tseem ceeb ~ CNY 36,755 / t, -5.33% nyob rau lub asthiv txog Lub Kaum Hli 19 (Huatai Futures) |
| LFP cia cell, Tuam Tshoj chaw (SMM, Oct 23) | 0.3655/Wh (280 Aws) |
314Ah 0.3625/Wh; DC-sab 5MWh roj teeb ntim 0.444/Wh; AC-sab 2h ua kua-txias qhov system 0.52-0.63 / Wh - cov tshuab tiaj tus thaum lub hlwb khiav |
| Tuam Tshoj TOPCon module tus nqi, lub lis piam Oct 15-21 (InfoLink) | 0.65-0.73 CNY / W | Utility scale; faib 0.68-0.76/W; BC 0.75-0.77/W utility, 0.78-0.81/W faib; tag nrho saw ncaj |
| Tuam Tshoj them nyiaj infrastructure, kawg-September (National Energy Administration) | 24,78m ua (+37.2% YoY) |
Pej xeem 5.207m (+16.3%), ntiag tug 19.570m (+44.0%); tshaj tawm Oct 23 |
1. Txoj Cai & Kev Lag Luam Saib Xyuas
Teb chaws Europe - lub hnub ci iav lub luag haujlwm raug tshem tawm tom qab 12.5 xyoo
Lub EU tau tshem tawm cov dej num tiv thaiv thiab kev tawm tsam ntawm Suav hnub ci iav.Lub European Commission tshaj tawm rau Lub Kaum Hli 21, 2026 tias nws tab tom tshem tawm cov dej num tiv thaiv dumping thiab countervailing lub luag hauj lwm rau imports hnub ci iav los ntawm Tuam Tshoj, nrog rau lub Kaum Hli 22. - the day after publication in the Official Journal. The measures had been in place since 2014, roughly twelve and a half years. Rates being removed: anti-dumping 17.5%-75.4% (country-wide rate 67.1%) and countervailing 3.2%-17.1% (country-wide rate 17.1%). The stated basis for repeal is that the EU solar glass industry has stopped production and is unlikely to restart within a foreseeable timeframe, so the measures no longer serve their purpose. Covered product: tempered soda-lime flat glass with the specified solar characteristics (heat resistance to 250 C per EN 12150, thermal shock resistance delta 150 K per EN 12150, mechanical strength >=90 N/mm2 per EN 1288-3), CN code ex 7007 19 80. Cov nyiaj rov qab: cov neeg xa khoom tuaj yeem thov rov qab cov nqi them txij li qhov kev tshuaj xyuas tas sij hawm tau pib thaum 2025-07-22, raws li EU txoj cai kev lis kev cai, yam tsis muaj paj laum.
Ua tau zoo rau cov neeg yuav khoom nyob sab Europe:rov hais dua cov iav khoom thiab xyuas seb puas muaj iav tuaj txawv teb chaws txij li xyoo 2025-07-22 puas tsim nyog tau txais cov nyiaj rov qab. Kev txuag ib tonne nyob ntawm seb tus nqi twg siv rau koj tus neeg muag khoom.
Source: European Commission tshaj tawm los ntawm Tuam Tshoj Photovoltaic Industry Association / Tuam Tshoj Zog Net (2026-10-21 txog 10-23); MLex ntawm European Post (2026-10-21); npv magazine (2026-10-22)
Teb chaws Europe - cov khoom lag luam tshiab tau taw qhia, tseem nyob rau theem kev thov
Brussels tab tom qhib kev kawm quotas ntshuam thiab kev txiav tawm thaum muaj xwm txheej ceev.Tom qab lub Kaum Hli 16 EU lub rooj sib tham, qhov chaw Tuam Tshoj kev lag luam tsis sib haum tau raug kho raws li qhov teeb meem tseem ceeb, Commission Thawj Tswj Hwm Ursula von der Leyen tau hais rau Lub Kaum Hli 21 tias EU yuav qhia cov cuab yeej ua lag luam tshiab los tiv thaiv tus nqi qis, nrog rau kev lag luam quotas thiab tariffs hauv kev lag luam. Ib daim ntawv qhia Franco-German uas nthuav tawm nrog rau qhov no suav nrog 'kev hloov pauv xwm txheej kub ntxhov' rau kev nce siab heev. Tsis muaj qhov no tseem yog txoj cai- kho nws raws li kev taw qhia ntawm kev mus ncig, tsis yog raws li txoj cai koj yuav tsum ua raws. Nws yog ib qho tseem ceeb rau 2027-2028 cov phiaj xwm kev xa khoom ntau dua li Q4 xa khoom.
Tau qhov twg los: Suav lag luam xov xwm tshaj tawm ntawm EU lub rooj sib tham thiab cov lus hais von der Leyen (2026-10-16 txog 10-23)
Cov ntws uas thaiv tau txhais tau tias yuav tsum nres
Suav roj teeb thiab inverter xa tawm mus rau EU ceev ceev- Tuam Tshoj lub Li-ion roj teeb xa tawm mus rau EU tau txog USD 31.2bn nyob rau lub Ib Hlis-September, nce 46% xyoo-rau-xyoo, sawv cev kwv yees li 40% ntawm tag nrho Suav lithium roj teeb xa tawm ntawm USD 78.8bn (+42.2%). Ntawm inverters: tom qab EU txwv Suav cov neeg xa khoom los ntawm EU-nyiaj pab cov haujlwm hauv lub Tsib Hlis 2026, Suav inverter xa tawm mus rau EU hauv Q3 tseem nce 34.5% YoY rau USD 1.7bn, tawm tsam thoob ntiaj teb inverter xa tawm ntawm USD 4.5bn (+31.9%). Wood Mackenzie kwv yees xyoo tas los tias cov neeg muag khoom hauv Suav teb tuav ntau dua 80% ntawm European inverter lag luam. Nyeem ua ke nrog lub hnub ci-iav tshem tawm, tus qauv lub lim tiam no yog sib xyaw es tsis yog ib qho kev taw qhia: ib qho thaiv kev tshem tawm, cov tshiab tau kawm, thiab cov ntim tseem loj tuaj.
Tau qhov twg los: South China Morning Post hais txog Tuam Tshoj kev lis kev cai (2026-10-22); Wood Mackenzie ntawm kev lag luam xovxwm (xyoo ua ntej)
Lwm txoj cai lij choj
Is Nrias teb- Gujarat tshaj tawm cov kab sib txuas-kev sib txuas ntawm kev tswj hwm kev tswj hwm.Lub Gujarat Hluav Taws Xob Kev Tswj Xyuas Hluav Taws Xob tau tshaj tawm tsab ntawv ceeb toom rau Lub Kaum Hli 16 (tso tawm Lub Kaum Hli 23) uas suav nrog cov kab hluav taws xob txuas nrog lub zog cia siab tshaj 1 MW nrog tsawg kawg 2-teev sijhawm txuas nrog ntawm 11 kV lossis siab dua. Nws tswj kev txhim kho, kev yuav khoom, xa tawm thiab cov qauv kev lag luam, nthuav dav suav nrog kev cia ib leeg, kev sib koom ua ke, kev sib kis-sab thiab kev faib-sab cia, thiab cov neeg siv-sab daim ntawv thov suav nrog tsheb-rau-daim phiaj. GEDA yog tshaj tawm cov txheej txheem sau npe, kuaj thiab ua haujlwm hauv peb lub hlis. Rau cov neeg muag khoom, qhov no yog hom kev cai uas hloov kev lag luam los ntawm kev sim ua haujlwm mus rau qhov kev yuav khoom rov qab.
Tebchaws Meskas- Illinois tau qhib qhov kev txhawb nqa roj teeb cia.Tshaj tawm Lub Kaum Hli 20 hauv Suav luam tawm xov xwm. Cov ntsiab lus ntawm pob nyiaj siv, kev tsim nyog thiab hnub pib raug txwv nyob rau hauv daim ntawv qhia muaj; kho qhov no raws li lub teeb liab hais tias US lub xeev-theem cia kev txhawb nqa txuas ntxiv nthuav dav txawm tias tsoomfwv txoj cai nruj, thiab lees paub cov ntsiab lus ua ntej ua rau nws.
Tebchaws Meskas- Tesla cov ntsiab lus ntawm Tuam Tshoj siv lead ua-puller khoom.Cov kev pab them nqi ntawm Tesla lub phiaj xwm 10 GW ntsug PV cog hauv Texas (qhia los ntawm pv magazine, Lub Kaum Hli 20) sau tseg tias daim ntawv pov thawj patent-kev tsis sib haum xeeb qhia txog qhov project npaj yuav import Suav monocrystalline crystal-rub (ingot-growth) cov cuab yeej. Tshaj li qhov kev tsis sib haum xeeb ntawm nws tus kheej, qhov no yog ib qho kev ceeb toom tias cov cuab yeej txheej ntawm cov khoom siv - tsis yog cov modules thiab cov hlwb - yog qhov chaw tom ntej ntawm cov lus nug kev lag luam yuav tsaws, thiab lub peev xwm tsim tau US tseem tau teev tseg nyob ib ncig ntawm Suav tooling.
Tau qhov twg los: Gujarat Electricity Regulatory Commission ceeb toom los ntawm Suav luam xov xwm (2026-10-16, tshaj tawm 10-23); Suav luam tawm xov xwm ntawm Illinois (2026-10-20); pv magazine ntawm Tesla Texas (2026-10-20)
Tuam Tshoj - mov-sab kev qhuab qhia txuas ntxiv
MIIT rov lees paub qhov kev tawm tsam 'kev cuam tshuam' rau PV thiab khaws cia- Ntawm Lub Xeev Pawg Neeg Saib Xyuas txoj cai luv luv rau Lub Kaum Hli 20, Ministry of Industry thiab Information Technology tau hais tias nws yuav ua kom qhov kev kho kom zoo ntawm kev tsis sib haum xeeb thiab tsis muaj kev sib tw hauv PV thiab cov chaw khaws khoom tshiab, ntxiv dag zog rau kev saib xyuas kev muaj peev xwm thiab ceeb toom ntxov, thiab tau sau tseg tias cov nqi tseem ceeb ntawm cov khoom lag luam tau ruaj khov nyob rau lub Ib Hlis-September. Qhov no yog txoj cai thim rov qab rau lub peev xwm-txo thiab nqi-pem hauv ntej kev ua haujlwm tau tshaj tawm nyob rau lub asthiv tsis ntev los no. Rau cov neeg yuav khoom txawv teb chaws qhov kev cuam tshuam zoo tsis hloov pauv: Suav txoj cai tam sim no thawb tus nqi nce ntawm cov npoo thaum qhov kev thov tau thawb lawv.
Tau qhov twg los: MIIT ntawm Lub Xeev Pawg Neeg Saib Xyuas txoj cai luv luv (2026-10-20) ntawm Suav xov xwm
2. Tus nqi & Kev xa khoom
Pav rau saum npoo, mos hauv qab
InfoLink: tsis muaj dab tsi nyob rau hauv cov saw hloov nyob rau hauv lub lim tiam mus rau Lub Kaum Hli 21.InfoLink Consulting qhov kev ntsuam xyuas qhov chaw txhua lub lim tiam (siv lub limtiam Lub Kaum Hli 15-21) tsis muaj kev hloov pauv ntawm cov ntu tseem ceeb. Hauv Suav teb, cov khoom xa tawm tiag tiag TOPCon module nqi yog CNY 0.65-0.73 / W rau kev siv hluav taws xob thiab CNY 0.68-0.76 / W rau kev faib; BC modules yog hais txog CNY 0.75-0.77 / W utility thiab CNY 0.78-0.81 / W faib. Polysilicon siv tus nqi tuav ntawm CNY 40-43 / kg rau N-hom recharging qib thiab CNY 40-41 / kg rau granular- Cov ntawv ceeb toom ntawm cov khoom siv qis qis tau nthuav tawm tab sis tsis tau lees paub los ntawm kev hloov pauv tiag tiag. Wafers: CNY 0.95-1.00/pc rau 183N, CNY 1.03-1.05/pc rau 210RN, CNY 1.10-1.15/pc rau 210N. Cells: CNY 0.30/W (183N), CNY 0.31/W (210RN), CNY 0.295/W (210N).
Qhov twg lub regional txaus ntshai zaum- InfoLink lub cheeb tsam nyeem: nyob rau hauv Middle East, kev tsis sib haum xeeb txuas ntxiv yog cuam tshuam cov khoom xa tuaj thiab ncua cov haujlwm, ua kom cov khoom lag luam qis thiab cov nqi tsis ntev los no tsis meej; Teb chaws Europe ruaj khov; Hauv Tebchaws Meskas, tsab xov xwm 232 qhov tseeb tshaj tawm yuav tsum thawb ob qho tib si imported thiab domestically manufactured module nqi upward ib zaug siv tau, nrog rau yam tsawg kawg nkaus ntshuam nqi ua ib pem teb; Hauv Is Nrias teb, qee qhov kev txiav txim tsis ntev los no tau nce siab dua li cov neeg yuav khoom tau khaws cia hauv kev teb rau Asmeskas kev ntsuas, pom pom ntau dua rau cov haujlwm uas tsis tau them los ntawm Cov Khoom Siv Hauv Tsev.
Tau qhov twg los: InfoLink Consulting txhua lub lim tiam tus nqi hloov tshiab, siv lub lim tiam 2026-10-15 txog 10-21 (tshaj tawm 2026-10-22)
Nqe siv - Tuam Tshoj, lub lim tiam rau Lub Kaum Hli 22, 2026 (CNY)
| Ntu | Specification | Nqe (CNY) | Hloov |
| Polysilicon | N-hom recharge qib, tuam txhab siv (Oct 22) | 38.66-42.96 / kg | tiaj tus |
| Polysilicon | N-hom granular (Oct 20) | 40.5 / kg | tiaj tus |
| Wafer | N-hom 183mm / 210mm / 210R (Oct 20) | 0.998 / 1.133 / 1.041 / ib | tiaj tus |
| Cell | TOPCon 183N / 210R (Oct 20) | 0.2965 / 0.3095 /W | tiaj tus |
| Module | TOPCon 182mm centralized mov (Oct 20) | 0.694 /W | +0.002 |
| Module | TOPCon 210 faib / HJT / BC 210R faib (Oct 20) | 0.7185 / 0.7245 / 0.7655 /W | -0.0048 / +0.001 / pav ca |
| PV iav | 2.0mm / 3.2mm (Oct 21) | 10.5 / 17.0 /m2 | tiaj tus |
| Mounting hlau | Tianjin kub-dip galvanized / Zn-Al-Mg (Oct 20) | 5,940 / 4,580 /t | tiaj tus |
| Yav tom ntej | Polysilicon daim ntawv cog lus tseem ceeb (Lub Kaum Hli 22 kaw) | ~36,755 /t (-1.62%) | nqes |
| Yav tom ntej | Lithium carbonate daim ntawv cog lus tseem ceeb (Lub Kaum Hli 22 kaw) | below 100,000 /t (>3% poob) | nqes |
| Cia EPC | Utility-scale, Tuam Tshoj cov lus hais hauv tsev tau pom zoo (Lub Kaum Hli 22) | 1.02-1.15 / dr hab | kev soj ntsuam |
Cov nqi tau hais hauv CNY raws li tus qauv Suav thiab tsis tau hloov mus rau lwm lub txiaj. Siv koj tus kheej daim ntawv cog lus FX hauv paus ua ntej muab piv rau tus nqi tsaws. Cov peev txheej siv cov hauv paus sib txawv (index, cov ntsiab lus tseem ceeb, kev sib pauv ntau, kev siv tuam txhab); cov polysilicon kis thoob plaws qhov chaw lub lim tiam no qhia txog qib thiab cov neeg sib tw sib txawv es tsis yog tus nqi tiag tiag. Mounting steel yog taug qab los ntawm lub lim tiam no raws li ib feem ntawm peb cov kev pabcuam BOS dav dav.
Source: databm.com tuam txhab siv tus nqi (2026-10-22); TrendForce / Mysteel / Baichuan ntawm Suav niaj hnub (2026-10-20 txog 10-22); InfoLink Consulting (lub lim tiam rau 2026-10-21); Huatai Futures daim ntawv qhia txhua lub limtiam polysilicon (2026-10-19); Tuam Tshoj kev lag luam tshaj tawm txog kev cia EPC quotes (2026-10-22)
Sodium tiv thaiv lithium: crossover tau flipped
Lithium carbonate hauv qab CNY 100,000 / t tshem tawm cov nqi sodium.Lithium carbonate yav tom ntej kaw hauv qab CNY 100,000 / t thaum Lub Kaum Hli 22, qis dua 3% nyob rau hnub thiab txuas ntxiv kev poob qis. Qhov laj thawj rau kev xaiv chemistry yog ncaj qha: lub taub hau-kab LFP hlwb tam sim no nyob ib puag ncig CNY 0.38 / Wh thaum cov khoom tsim tawm sodium-ion loj nyob ze CNY 0.45 / Wh, yog li sodium tsis yeej ntawm tus nqi hauv kev sib tw cia. Kev lag luam yav dhau los tau kho tus nqi lithium ntawm CNY 130,000-150,000 / t raws li sodium tipping point; Huatai tam sim no kwv yees tias qhov pib poob rau kwv yees li CNY 81,000 / t los ntawm 2028. Qhov ntawd yog qhov kev kwv yees kwv yees, tsis yog qhov tseeb ntawm kev ua lag luam, thiab nws txiav ob txoj hauv kev.- lub lithium rebound yuav rov qab kho sodium txoj kev lag luam sai. Yog tias 2027 txoj kev npaj yuav khoom xav tias sodium ntawm tus nqi, rov ua dua ua ntej kaw.
Source: Suav kev lag luam thiab kev tshaj tawm yav tom ntej ntawm Mysteel / Baichuan / Huatai (2026-10-21 txog 10-22)
Kev lag luam saib - khaws cia: hlwb plam, tshuab tuav
| Ntu | Specification | Nqe (CNY) | Hloov |
| Cell cia | LFP 280Ah / 314Ah (SMM, Lub Kaum Hli 23) | 0.3655 / 0.3625 / Wh | tiaj tus |
| Cell cia | LFP 100Ah (SMM, Lub Ob Hlis 23) | 0.4165/Wh | tiaj tus |
| Lub thawv roj teeb | DC-sab 5MWh (SMM, Oct 23) | 0.423-0.465 /Wh (avg 0.444) | tiaj tus |
| Qhov system, AC-sab | 2h ua kua-txias thawv (InfoLink, wk txog Lub Kaum Hli 21) | 0.52-0.63 /Wh (avg 0.58) | tiaj tus |
| Qhov system, AC-sab | 4h kua-txias thawv (InfoLink, wk txog Lub Kaum Hli 21) | 0.50-0.55 /Wh (avg 0.53) | tiaj tus |
| PCS | Centralized 2,500 kW / 1,725 kW (SMM, Lub Ob Hlis 23) | 0.0835 / 0.088 /W | tiaj tus |
| PCS | String 215 kW (SMM, Lub Ob Hlis 23) | 0.111 /W | tiaj tus |
| Cov khoom nyoos | Roj teeb-qib lithium carbonate (SMM, Oct 23) | 97,000 / t (-2,350 hnub) | nqes |
CNY hauv paus, tsis hloov pauv. SMM thiab InfoLink siv cov hnub ntsuas sib txawv thiab cov hauv paus (SMM qhov chaw thaum Lub Kaum Hli 23; InfoLink siv lub lim tiam Lub Kaum Hli 15-21, uas tso lithium carbonate ntawm CNY 109,000 / t, -9.2% lub lim tiam-rau-lub lim tiam) - qhov sib txawv ntawm lub sijhawm, tsis yog cov ntaub ntawv tsis sib haum xeeb.
Cells yog drifting; ua tiav-system tus nqi tuav.Qhov kev sib kis yog zaj dab neeg lub lim tiam no: LFP cia cov hlwb poob qis (InfoLink: 100Ah -1.8%, 280/314Ah -0.7%) thaum DC-sab thiab AC-sab system cov nqi luam tawm tiaj tus. InfoLink tseem sau tseg rau CNNC 2.98 GWh lub moj khaum (teev qhia saum toj no) tsaws rov qab nyob ze CNY 0.50 / Wh, uas nws nyeem raws li tus neeg xa khoom muaj peev xwm thiab txuas ntxiv kev sib tw qis hauv cov txheej txheem kab sib chaws.- qhov sib txawv ntawm qhov project-rau-qhov project tam sim no los ntawm lub sijhawm, daim phiaj-tsim cov cai, cov cuab yeej siv thiab cov ciam ciam, tsis yog los ntawm kev ua lag luam.
Export tax rebate change is rub 2027 orders into Q4.InfoLink (Kaum Hli 21): nrog Tuam Tshoj tus export se rebate hloov kho rau cov khoom siv roj teeb tam sim no siv tau, qee cov neeg koom ua ke qhia txog kev txiav txim thawj zaug npaj rau Q1 2027 kev tua raug rub mus rau Q4 2026. Uas txhawb Q4 xov tooj ntawm tes thiab kev xa khoom xa tuaj, tab sis tsis yog lub sijhawm tshiab.- InfoLink chij qhov kev txiav txim siab tuaj yeem ua rau thaum ntxov 2027 thiab kev rov ua dua ntawm cov lus hais tawm txawv teb chaws raws li cov neeg muag khoom hnyav xa khoom hauv zos thiab cov nqi khoom muag txawv teb chaws. Yog tias koj tab tom yuav rau Q1 2027 tus me nyuam, cia siab tias tsis qab los tuav tus nqi ntawm lub qhov rais ntawd.
Tau qhov twg los: SMM zog-storage nqe nplooj ntawv (energy-storage.smm.cn, 2026-10-23); InfoLink Consulting ESS cov nqe lus tawm tswv yim (2026-10-21)
Kev ua lag luam saib - PV mounting thiab tracker
Arctech muab nws cov lej tso rau ntawm lub rooj ntawm REI Expo (Lub Kaum Hli 22-24, New Delhi).Company-hais: ntau tshaj 110 GW ntawm kev sib sau thiab kev xa khoom xa tuaj, suav nrog lub ntiaj teb No.2 tracker tsum (S&P Ntiaj Teb), tshaj 25 GW ntawm kev tsim cov peev txheej hauv Is Nrias teb, kev tsim khoom txhua xyoo, thiab 2. hauv paus hauv Changzhou, ob qhov chaw hauv Anhui, Gujarat (India) thiab Jeddah (Saudi Arabia). Lub tuam txhab thov, tsis yog nws tus kheej audited- tab sis cov duab ntawm nws tseem ceeb rau cov neeg yuav khoom: Tuam Tshoj tus thawj coj tracker tam sim no tsim khoom hauv Is Nrias teb thiab Saudi Arabia, uas hloov cov nqi se thiab cov ntsiab lus hauv zos cov lej lej hauv cov kev lag luam raws nraim qhov kev thov tracker nce nrawm tshaj plaws.
GameChange Solar tsaws 258 MWp tracker xaj ntawm Benban, Egypt- Tshaj tawm Lub Kaum Hli 2026 (hnub tseeb tsis tau teev nyob rau hauv cov ntawv tshaj tawm): daim ntawv cog lus nrog EPC Hassan Allam Constructions rau Infinity Power-tsim Benban hnub ci-ntxiv rau-kho qhov project, siv Genius Tracker 1R x 4 string architecture. Nws yog GameChange plaub txoj haujlwm Egyptian, coj nws dhau los 3 GWp hauv Egypt thiab 6.7 GWp hla MENA; cov nroj tsuag sib txuas 200 MW ntawm PV nrog 120 MWh ntawm BESS. Rau mounting buyers, ob nyeem: tracker xav tau loj hlob sai tshaj plaws nyob rau hauv Is Nrias teb thiab Africa ib Wood Mackenzie-raws li qhia, thiab pairing trackers nrog on-site cia nyob rau hauv ib tug hybrid project yog ua tus txheej txheem configuration nyob rau hauv MENA.
Input-nqi siv rau cov qauv ruaj khov- Mounting steel (saib nqe lus saum toj no): Tianjin kub-dip galvanized CNY 5,940 / t thiab Zn-Al-Mg CNY 4,580 / t, tiaj tus rau lub lim tiam. Hlau yog tus tseem ceeb tus nqi tsav tsheb nyob rau hauv taag-tilt racking, yog li cov kab no yog koj qhov teeb meem ntxov tshaj plaws rau cov qauv-cai txav.
Qhov chaw: Arctech tuam txhab kev sib txuas lus ntawm Renewable Energy India Expo 2026 (2026-10-22); Daim iav txuas dua tshiab ntawm GameChange Solar / Hassan Allam / Infinity Power (2026-10)
Market monitor -EV them nyiaj
Tuam Tshoj lub hauv paus ntsia tau hla 24.7 lab cov ntsiab lus them nqi. National Energy Administration cov ntaub ntawv tshaj tawm Lub Kaum Hli 23: Lub Kaum Ib Hlis Ntuj lub teb chaws them cov khoom siv tag nrho 24.777 lab units, nce 37.2% xyoo-rau-xyoo- 5.207 lab pej xeem (+16.3%) thiab 19.570 lab tus kheej (+44.0%). Kev teeb tsa ntiag tug tau loj hlob ze li peb npaug ntawm cov pej xeem tus nqi, uas yog qhov chaw ntim; pej xeem ceev-them nqi yog qhov twg cov khoom specifications thiab European kev sib tw pipeline yog concentrated.
Cov chaw muag khoom tshiab tau nkag mus rau European lub khw them nyiaj. Algeria lub xeev tus tswv SAIEG (Sonelgaz) npaj yuav xa 250 EV them cov ntawv xa mus rau Ltalis thaum kawg-Lub Kaum Hli lossis ntxov Kaum Ib Hlis, raws li kev cog lus tag nrho 450 units, ntawm 200 tau mus rau Portugal (Algerie Presse Service kev xam phaj, nkag mus rau Lub Kaum Hli 13; tus neeg yuav khoom, daim ntawv cog lus tus nqi thiab cov lus qhia tshwj xeeb tsis tau tshaj tawm). Cov ntim me me- tab sis ib qho kos npe tias EU them cov khoom siv kho vajtse tsis yog kev lag luam peb sab av loj lawm.
Kev lag luam ntsiab lus- lub cev nqaij daim tawv ntawm Suav charger yeej nyob teb chaws Europe. Tshaj tawm Lub Kaum Hli 12-14, ua ntej lub lim tiam no lub qhov rais, suav nrog cov ntsiab lus ntawm kev ua lag luam: Jiangsu Jingchung Tshiab Zog tau kos npe kwv yees CNY 10m ntawm kev txiav txim rau 480 kW EU-txheej txheem DC chargers nrog Dutch tus neeg teb xov tooj, nrog rau kev pom zoo thoob ntiaj teb siv lub Netherlands raws li nws cov springboard rau hauv Europe. Tus qauv tsim nyog luam rau hauv kev ntsuam xyuas tus neeg muag khoom: tom qab muag hauv zos nrog kev kuaj xyuas tej thaj chaw deb, IP55 / IK10 durability rated rau -30 C rau 55 C thiab ntug hiav txwv ntsev pos huab, OCPP 1.6 interoperability, ntau hom lus thiab multi-payment interfaces, thiab ib tug cia-them integrated integrated gri packages ceev ceev 48. Lub tuam txhab hais tias kev lag luam txawv teb chaws yog 60% ntawm cov nyiaj tau los thiab hais txog qhov kev kwv yees ntawm European pej xeem-them qhov sib txawv ntawm 300,000-400,000 cov ntsiab lus - tuam txhab kwv yees, tsis yog cov ntaub ntawv raug cai.
Source: National Energy Administration ntawm Suav xov xwm (2026-10-23); APS / Algerian xovxwm ntawm SAIEG xa tawm (mus txog 2026-10-13); Nanjing Txhua Hnub thiab Nanjing Morning Report on Jingchung (2026-10-12-10-14)
Supply-side indicators
Txhim kho cia kom loj tuaj; Kev txiav hauv silicon tsuas yog ib feem ntawm kev tsaws.CNESA cov ntaub ntawv: Tuam Tshoj tau teeb tsa 102.31 GWh ntawm cov khoom siv tshiab nyob rau lub Ib Hlis-Cuaj Hlis, nce 6% xyoo-rau-xyoo, nrog 43.0 GWh hauv Q3 ib leeg. Ntawm sab silicon, Huatai Futures muab cov khoom tso tawm polysilicon txhua lub lim tiam ntawm 21.5 kt, nqis 4.4% lub lim tiam-rau-lub lim tiam, nrog rau daim ntawv cog lus tseem ceeb ntawm CNY 34,285 / t thiab nqis 5.33% hauv lub lis piam mus rau Lub Kaum Hli 19.- Cov neeg tsim khoom tau pom zoo txiav, tab sis raws li Huatai sau tseg, qhov kev txiav tsis ua tiav tag nrho, thiab txoj haujlwm kawg ntawm lub hli yog qhov tseem ceeb. Mysteel tshaj tawm lub Cuaj Hlis wafer xa tawm ntawm kwv yees li 108 lab daim, nce 47.2% lub hli-rau-hli, nrog kev siv wafer ntawm 54.9% hauv lub Cuaj Hli thiab pom ze 54.5% thaum Lub Kaum Hli.
CATL's Q3 qhia txog qhov ntim qhov twg- CATL tau tshaj tawm Lub Ib Hlis-Sep cov nyiaj tau los ntawm CNY 442.14bn (+56.19%) thiab cov nyiaj tau los ntawm CNY 64.53bn (+31.60%). Kev sib xyaw ua ke ntawm lub zog thiab cov roj teeb cia muag tau tshaj 260 GWh, nrog kev cia kwv yees li ib feem peb ntawm tag nrho thiab nce txog 60% xyoo-rau-xyoo; Lub ib hlis ntuj-Lub yim hli ntuj lub ntiaj teb no lithium cia khoom xa tuaj tau nce 86%. Lub tuam txhab yog iterating rau 587 Ah loj-hom cell thiab hais tias nws cov khoom TENER sodium tau kos npe rau cov neeg siv khoom nyob sab Europe. Rau cov neeg yuav khoom, tus lej tseem ceeb yog qhov sib faib khoom cia: qhov loj tshaj plaws ntawm tes tsim tam sim no nyob ntawm qhov kev thov cia, uas yog vim li cas qhov chaw xa khoom ntau dua li tus nqi yog qhov txwv tsis pub rov ua dua.
Source: CNESA ntawm Suav xov xwm (2026-10-20); Huatai Futures txhua lub lim tiam (2026-10-19); Mysteel (2026-10-22); CATL Q3 cov txiaj ntsig ntawm Suav xov xwm (2026-10-20 txog 10-21)
3. Ntiaj teb no Projects & Deals
Cov neeg muag khoom suav - txawv teb chaws yeej lub lim tiam no
| Tus neeg muab khoom | Client / Market | Scale | Sau ntawv |
| Trina Cia | United Kingdom - Clarke Zog / Temporis peev | 145 MW 290 MWh |
Daim ntawv cog lus Portfolio tshaj tawm Lub Kaum Hli 20: Lub Nkoj ntawm Garten qhov project tau sib txuas nrog, nrog Fraserburgh thiab Bramley tau teem sijhawm rau 2027. UK cov nqi hluav taws xob-scale yeej rau Suav cia OEM los ntawm cov neeg tsim khoom hauv zos-cov neeg lag luam koom tes. |
| Trina Cia | Puerto Rico - Polaris Renewable Energy | 35.7 MW 8 hnu |
Kos npe rau Lub Kaum Hli 20 rau Punta Lima qhov project hauv Puerto Rico txoj haujlwm ASAP; daim ntawv ceeb toom yuav tsum tau tshaj tawm, khoom xa tawm Lub Peb Hlis-Lub Plaub Hlis 2027, COD nyob ib puag ncig Q3 2027, 20-xyoo lub sijhawm, tag nrho cov peev nyiaj txog USD 55-60m. Lub sijhawm yim-teev ua rau qhov no yog cov ntaub ntawv siv sijhawm ntev hauv Asmeskas thaj chaw. |
| Huawei Digital Power | Tim Nkij teb chaws - Galani (Faria Renewables) | 49.9 MW 134.16 MWh |
Commissioned Oct 22: standalone BESS siv Huawei kua-txias cia, tsim thiab tsim los ntawm Faria Renewables, nyiaj txiag nyob rau hauv tim Nkij teb chaws qhov thib ob auction; Greek tus thawj tswj hwm tau tuaj koom lub commissioning. Lwm Suav OEM tsaws nyob rau sab qab teb Europe lub khw muag khoom-rov qab cia. |
| CORNEX (Chuneng Tshiab Zog) | Lub teb chaws Yelemees / Ukraine / Poland / Romania / Israel | ~11 GWh nthuav tawm |
Cov ntawv cog lus hauv tuam txhab: Lub teb chaws Yelemees 3.4 GWh (IKAV, MoveOn, Cubenergy), Ukraine 2 GWh (InterConti), Poland 2 GWh (Takom), Romania 1 GWh (Energy Investment), Israel 1.6 GWh (Orshar), ntxiv rau 1 GWh nrog NKON hauv Europe. CORNEX hais tias nws nyob rau sab saum toj-3 thoob ntiaj teb ntawm Jan-Sep cov khoom xa tuaj thiab No.2 ntawm kev txiav txim tshiab. Lub tuam txhab tau tshaj tawm, tsis muaj kev txheeb xyuas tus kheej. |
| WeLion Tshiab Zog | Romania - Zalau | 0.5 MW 1 MWh |
Kev lag luam thiab kev lag luam cia qhov project tshaj tawm Lub Kaum Hli 20. Me me, tab sis ib feem ntawm cov qauv pom ntawm Suav C&I cia nkag mus rau Central thiab Eastern Europe. |
| Yuanxin Storage | Hong Kong cov npe / thoob ntiaj teb pipeline | CNY 3.042 bn xaj phau ntawv |
Lub rooj sib hais tau nthuav tawm phau ntawv xaj ntawm CNY 3.042bn suav nrog 25 txoj haujlwm txawv teb chaws muaj nqis CNY 639m thoob plaws Nyiv, Hungary, Poland, Asmeskas, Chile, Burkina Faso thiab Kenya. Cov nyiaj tau los txawv teb chaws tau dhia mus rau CNY 125m hauv Lub Ib Hlis-Plaub Hlis 2026, 44.64% ntawm tag nrho cov nyiaj tau los, tawm tsam qis dua 0.5% rau tag nrho xyoo 2025. |
Nyeem nrog kev saib xyuas: tus neeg thib peb qhov kev nthuav dav nyob rau lub lim tiam no tau muab cov tuam txhab khaws cia hauv Suav teb kos npe rau lub Ib Hlis-September ntawm ntau dua 600 GWh, kwv yees li ob npaug rau xyoo 2025. Daim duab ntawd suav nrog cov ntawv cog lus thiab cov ntawv cog lus nrog kev txiav txim ruaj khov, yog li kho nws raws li qhov taw qhia taw qhia, tsis yog kev xa rov qab. Cov kev tshaj tawm tus kheej yeej hauv cov lus saum toj no yog cov uas koj tuaj yeem txheeb xyuas tau tiag tiag.
Kev ua haujlwm thoob ntiaj teb
| Thaj tsam | Player | Qhov project / Event | Scale |
| Saudi Arabia | SPPC | Pab pawg BESS thib ob txav mus rau kev sib tw: 27 tus neeg tsim khoom ua ntej tsim nyog rau rau txoj haujlwm; Cov npe luv suav nrog EDF, Kepco, Marubeni, Masdar, ACWA Power, SPIC Shanghai Hluav Taws Xob, Longyuan, CSG International, Envision, Gotion, TotalEnergies thiab Tesla | 3,000 MW 12,000 MWh |
| Tebchaws Asmeskas (New York) | NYSERDA | Thawj qhov kev thov lub zog khaws cia ua ntej xaus: yim qhov haujlwm lithium-ion tau xaiv thoob plaws lub xeev, ntau dua USD 1.6bn ntawm kev nqis peev ntiag tug xav tau, tawm tsam 6 GW-los ntawm-2030 lub xeev lub hom phiaj | |
| Tebchaws Asmeskas (New York) | Flatiron Zog | Ob txoj haujlwm Bronx tau txais daim ntawv cog lus thaum Lub Kaum Hli 21: Blue Spruce Storage (133 MW, plaub-teev) sib cuam tshuam nrog Con Edison, thiab Palladium Storage (123 MW/492 MWh) ntawm NYPA; ob qho tib si tsom rau kev lag luam ua lag luam los ntawm qhov kawg-2030 | 256 MW ~ 984 MWh |
| Australia (Queensland) | Atmos Renewables / Valo / Enerven | Teebar BESS: kev tsim kho ceremony tuav lub Kaum Hli 20 tom qab kev kaw nyiaj txiag rau Lub Kaum Hli 2. Valo (lub Wärtsilä / RCT Solutions JV launched Oct 1) khoom siv GridSolve Quantum2 hla 444 ntim 4 MW + enclosures nrog GEMS software; Enerven muab kev sib npaug ntawm cov nroj tsuag suav nrog 275 kV substation thiab cov kab sib kis. Grid-forming Generator Performance Standards pom zoo ruaj ntseg; COD lig 2028 | |
| Lub teb chaws Yelemees | Bundesnetzagentur | Hauv av-mounted PV kev sib tw tau qhib rau Lub Kaum Hli 23 - qhov tseeb hauv cov koob uas nws ob qhov kev sib tw dhau los yog txhua tus neeg tau txais kev pab ntau heev thiab tau txais txiaj ntsig ntau dua 2 GW | 2,226 MW |
| Is Nrias teb | SECI | Standalone cia RfS nrog ISTS kev sib txuas qhib rau kev sib tw; bid hnub kawg Lub Kaum Hli 30 - ib qho ntawm cov kev sib tw loj dua tam sim no nyob | |
| Is Nrias teb (Mumbai) | BEST / SECI | Pom zoo: 220 MW PV ntxiv rau 110 MW/440 MWh BESS nyob rau hauv 25-xyoo PPA los ua haujlwm rau 18:00-ib tag hmo ncov; PV tariff Rs 2.86 / kWh, cia siab tshaj tawm Rs 2.87 / kWh, kwv yees txhua xyoo txuag txog Rs 100 crore; tshem tawm los ntawm Maharashtra regulator, kom ua haujlwm tsis pub dhau 24 lub hlis | 220 MW PV 110 MW / 440 MWh BESS |
| Rwanda | EDCL / Rwanda Energy Group | IPP kev sib tw rau Lake Sake ntab PV nrog cov roj teeb sib koom ua ke xa plaub teev cia; Hnub kawg rau developers Nov 12 | |
| Australia | Akaysha Zog (BlackRock-rov qab) | Portfolio nyiaj txiag kaw Lub Kaum Hli 20: A $ 1.75bn (kwv yees li USD 1.22bn) los ntawm 11-bank club hauv 5-, 7- thiab 10-xyoo tranches, txhawb nqa kwv yees li 6 GW / 25 GWh National Electricity Market pipeline. Cais, Waratah Super Battery tau muaj peev xwm puv txij lub Cuaj Hli | $ 1.75bn ~ 6 GW / 25 GWh |
| South Australia | Xeev tsoom fwv | Whyalla huv-lub zog hub: plaub txoj haujlwm raug xaiv, tshaj tawm txog 13 GW ua ke - cov kav dej loj heev-tsim hluav taws xob ntau dua li cov khoom vaj khoom tsev ib tiam. | ~ 13 GW |
| Ltalis ( cheeb tsam Marche) | Thaj tsam Marche | EUR 8m hu qhib Lub Kaum Hli 26 thiab khiav mus rau Lub Ob Hlis 26, 2027 (ua ntej, thawj zaug). Txhua qhov project yuav tsum tau ntim tsawg kawg yog ib qho 50 kW + DC charger, tsawg kawg yog 70 kW ntawm lub neej txuas ntxiv (ru tsev lossis canopy PV), tsawg kawg yog 50 kWh ntawm kev khaws cia thiab kev them nyiaj ntse. Txog li EUR 600,000 ib qhov project, 75% ntawm tus nqi tsim nyog. Kev siv nyiaj tsim nyog kuj suav nrog kev hloov pauv, kev sib txuas hauv zos, kev ua haujlwm hauv pej xeem thiab engineering | EUR 8 m max EUR 600k / project |
Qhov chaw: Suav luam tawm xov xwm ntawm Saudi SPPC, Trina Cia, Huawei Greece, CORNEX, WeLion thiab Yuanxin (2026-10-20 txog 10-23); NYSERDA thiab Flatiron Energy tshaj tawm los ntawm Kev Lag Luam Hlau / Fais Fab Tshuab Tshuab (2026-10-21); pv magazine Australia thiab Energy-Storage.news on Teebar (2026-10-12 to 10-20); Renewables Tam sim no ntawm lub teb chaws Yelemees, Rwanda thiab Jordan (2026-10-19 txog 10-23); Suav xov xwm ntawm Mumbai BEST, Akaysha thiab Whyalla (2026-10-20 txog 10-23); Mobility Portal ntawm Marche hu (2026-10)
4. Technology & Khoom
Sungrow txav PowerTitan 3.0 mus rau hybrid silicon carbide. Sungrow's PowerTitan 3.0 platform tam sim no koom ua ke onsemi hybrid SiC fais fab modules (tshaj tawm Lub Kaum Hli 21): thov inverter-theem efficiency nce ntawm 0.4 feem pua cov ntsiab lus, ncov efficiency siab tshaj 99.3%, thiab lub zog hloov pauv mus txog 450 kW. onsemi kwv yees ib tsob nroj 100 MW yuav txuag tau txog 475 MWh ib xyoo- kev suav cov neeg muag khoom raws li qhov ua tau zoo delta, tsis yog ntsuas qhov tshwm sim. Tseem, SiC ntawm lub hwj chim-hloov txheej yog qhov chaw txuas ntxiv ntawm kev mus ncig ua haujlwm-kev thov hauv daim phiaj- teev cia yuav los ntawm, thiab nws tsim nyog nug koj tus neeg muag khoom uas silicon lawv siv tiag tiag.
Source: Sungrow / onsemi tshaj tawm los ntawm Suav xov xwm (2026-10-21)
Fraunhofer ISE: 280 Wh / kg silicon-carbon cell- nrog lub hnub qub loj. Fraunhofer ISE tau tshaj tawm rau Lub Kaum Hli 21 txog 25 Ah lub hnab ntawm tes nrog silicon-carbon anode uas muaj 51% silicon-carbon hauv cov khoom siv anode, ncav cuag 280 Wh / kg thiab ntau dua 1,000 cycles nrog siab dua 83% muaj peev xwm tuav tau. Kev ntes yog nyob rau hauv cov ntawv zoo: qhov tshwm sim tau ua tiav tsuas yog nyob rau hauv cov neeg kho tshuab siab siab ntawm 1,000 kPa, thiab degradation yog qhov tseem ceeb ntawm 300 kPa. Kev lag luam-optimized ntim yog kwv yees txog li 330 Wh / kg. Qhov no yog cov txiaj ntsig kev tshawb fawb, tsis yog cov khoom lag luam - tab sis nws qhia koj qhov kev ntsuas twg (kev tswj hwm sab nraud) yuav txiav txim siab seb cov anodes siab-silicon ncav cuag cov khoom lag luam cia.
Source: Fraunhofer ISE (2026-10-21) ntawm Suav xov xwm
EVE Zog qhia tau hais tias tsis muaj anode-dawb tag nrho cov khoom-lub xeev cell thiab lub neej ntev ntawm sodium pob. Ntawm ib qho kev tshwm sim hauv Chengdu thaum Lub Kaum Hli 20, EVE Zog tau nthuav tawm Longquan No.3 2.0 tag nrho cov khoom-lub xeev cell- ib txoj kab uas hla 23 hli, 4 hli tuab npib cell ntawm 1,045 Wh / L, kwv yees li 40% saum toj no piv cov kua-electrolyte hlwb, siv cov anode-dawb tsim thiab tsom rau implantable hlwb-lub computer-interface daim ntaub ntawv - nrog rau ib tug sodium-ion roj teeb rau ob-wheelers rated rau 10,000 Cs. khoom-launch theem. Lub hom phiaj implantable-BCI qhia rau koj tias qhov no tsis yog qhov khoom khaws cia; lub pob sodium yog ib nrab ntawm kev lag luam.
Source: EVE Energy launch event, Chengdu (2026-10-20) ntawm Suav xov xwm
Jinko tso tawm ib qho chaw nyob ntawm qhov kev thov 25.52%. Jinko tau qhia Tiger Neo 5.0 rau cov tsev nyob thiab villa rooftops: 48-cell hom mus txog 510 W, thov cell efficiency ntawm 28% thiab module efficiency ntawm 25.52%, uas lub tuam txhab piav qhia raws li ib tug kev lag luam loj-tsim ntaub ntawv. Jinko hais tias nws 2026 xaj rau cov khoom lag luam raug kaw los ntawm Australia, Europe thiab Nyij Pooj, thiab cais tus chij hauv tsev tag nrho cov khoom ntim nrog cov khoom siab tshaj 7 MWh. Tuam txhab thov- tsis muaj ntawv pov thawj ywj pheej hais nyob rau hauv daim ntawv qhia muaj.
Saatvik Green nthuav tawm 670 Wp TOPCon 3- 0 module. Tshaj tawm ntawm REI Expo thaum Lub Kaum Hli 22: 670 Wp TOPCon 3.0 plaub-txiav bifacial dual-iav module. Tus nqi, qhov chaw ntawm tes, lub peev xwm ntau lawm, thiab lub sijhawm tsim khoom loj tsis tau nthuav tawm, yog li qhov no yog kev tshaj tawm tshaj tawm es tsis yog kev xaiv khoom koj tuaj yeem ua tus nqi hnub no. Qhov tseem ceeb tshaj plaws yog lwm cov ntaub ntawv taw qhia ntawm qhov twg TOPCon pem hauv ntej-kawg fais fab yog daws rau Indian thiab xa tawm khoom.
Source: Jinko Hnub Ci ntawm Suav xov xwm (2026-10-22); Saatvik Green ntawm REI Expo (2026-10-22)
Perovskite: kev them nyiaj them se, qhov chaw sim, thiab Panasonic txav ntxov. Peb cov khoom sib cais perovskite tsaws rau lub lim tiam no. Tuam Tshoj zam perovskite thiab tandem hlwb los ntawm se noj los ntawm 2026-09-01 txog 2028-12-31- Tus nqi ncaj qha txhawb nqa thaum lub caij ua lag luam. Renshuo Optoelectronics tau tshaj tawm txog 1.2 mx 0.6 m perovskite module tau ntawv pov thawj ntawm 22% kev ua haujlwm tag nrho ntawm thaj chaw thiab kev sim ya ntawm Shenzhou-23 chaw nres tsheb, ob qho tib si nyob rau theem validation. Thiab Panasonic tau tshaj tawm tias tau coj mus rau pem hauv ntej perovskite cell loj ntau lawm, tsom lub tsev sib xyaw PV iav; nrog rau kev lag luam tsom xam thav duab perovskite li incremental rau crystalline silicon, nrog tandem kev sib tw nyob rau hauv high-efficiency, high-value niches es tsis yog mainstream khoom siv hluav taws xob.
Source: Suav xov xwm ntawm perovskite noj-kev zam se thiab Renshuo (2026-10-23); Suav kev lag luam tsom xam ntawm Panasonic (2026-10-23)
Ib tus lej rau luv nqi: Jinko's CTO tau hais rau Lub Kaum Hli 17 tias cov nqi module yuav poob ntxiv 50% nyob rau tsib xyoos tom ntej. Qhov ntawd yog kev kwv yees kev lag luam los ntawm cov neeg txaus siab, tsis yog kev ntsuam xyuas kev lag luam - peb tshaj tawm vim tias nws yuav ncig, tsis yog vim koj yuav tsum npaj rau nws. Nco ntsoov tias tsis muaj cov ntaub ntawv pov thawj tshiab ntawm tus kheej tau tshaj tawm thoob ntiaj teb lub lim tiam no; cov Fraunhofer, EVE thiab Jinko cov duab saum toj no yog tag nrho cov neeg muag khoom lossis chaw kuaj xyuas.
5. Qhov no txhais tau li cas rau koj
Cov hauv qab no yog cov lus txiav txim siab los ntawm cov khoom saum toj no, muab cov tswv yim rau koj tus kheej kev npaj - tsis yog cov lus qhia, thiab tsis yog qhov tseeb.
Lub lim tiam hauv ib kab:Teb chaws Europe tau coj tus nqi tawm ntawm lub hnub ci iav thaum qhia tias nws yuav tso cov tshiab rau txhua yam ntxiv, Suav roj teeb thiab cov inverters tseem ntws hauv cov ntaub ntawv tus nqi ib txwm, thiab lithium tau txais pheej yig txaus los rhuav tshem sodium tus nqi sib cav - qhov txwv ntawm koj cov phiaj xwm 2027 yog cov khoom xa tuaj thiab cov cai, tsis muaj khoom txaus.
Yog tias koj yuav lossis sib sau cov qauv hauv Tebchaws Europe, ua raws li lub hnub ci-iav tshem tawm lub quarter no: cov dej num tau ploj mus txij Lub Kaum Hli 22 tom qab 12.5 xyoo, thiab cov dej num tau them txij li xyoo 2025-07-22 tuaj yeem rov qab tau yam tsis muaj paj laum. Nug koj tus neeg muag khoom iav kom rov hais dua cov haujlwm qub thiab kom koj tus neeg lis kev lis kev cai tshawb xyuas qhov tsim nyog tau txais cov nyiaj rov qab ntawm cov khoom dhau los. Tsis txhob xav tias qhov kev txuag tau dhau los ntawm kev txiav - uas nyob ntawm koj cov lus cog tseg.
Tsis txhob cog lus rau sodium ntawm tus nqi hauv av thaum lithium carbonate zaum hauv qab CNY 100,000 / t. Ntawm kwv yees CNY 0.38 / Wh rau cov xov xwm LFP tawm tsam CNY 0.45 / Wh rau cov khoom tsim tawm sodium ntau, rooj plaub tus nqi tau hloov mus. Yog tias sodium nyob rau hauv koj daim ntawv teev npe luv rau huab cua txias, kev nyab xeeb-qhov tseem ceeb lossis lub sijhawm ntev, cov laj thawj tseem tuav - tab sis sau daim ntawv cog lus kom tus nqi lithium rov qab tsis tso koj rau hauv qhov tsis ncaj ncees lawm chemistry.
Nyeem cov ntaub ntawv xa tawm raws li cov khoom siv-kev ruaj ntseg teeb liab, tsis yog kev nom kev tswv: Suav roj teeb rau hauv EU nce 46% rau USD 31.2bn thiab inverters rau EU nce 34.5% hauv Q3 txawm tias lub Tsib Hlis txwv tsis pub qhia tias kev xav tau nyob ib puag ncig cov teeb meem. Qhov kev pheej hmoo rau koj txoj kev npaj tsis yog qhov khoom ploj mus - nws yog qhov kev cai hloov pauv ib nrab-kev cog lus. Nqe nyob rau hauv kev hloov pauv-hauv-txoj cai thiab lub luag haujlwm-pass-dhau clauses rau 2027 xa khoom mus rau EU thiab Asmeskas.
Ntawm tus nqi,qhov no yog ib lub lim tiam tos nrog kev nce siab. Tag nrho cov saw hlau luam tawm tiaj tus, tab sis cov lus muag muag taw qhia rau tam sim no (yav tom ntej tsis muaj zog, siv ze li 55%, ' ruaj khov rau saum npoo, poob hauv qab') thaum peb lub zog taw qhia: US Tshooj 232 yam tsawg kawg nkaus tus nqi ntshuam, Tuam Tshoj txoj kev tawm tsam kev cuam tshuam, thiab muaj peev xwm tshaj tawm cov nqi hauv pem teb tau ua raws li cov ntawv cog lus xa tawm. Yog tias koj xav tau Q4-Q1 ntim, kaw nws tam sim no; yog tias koj tuaj yeem tos, qhov kev pheej hmoo ntawm kev ruaj khov tam sim hauv Suav teb cov lus xa tawm yog siab dua qhov kev pheej hmoo ntawm kev swb ntxiv.
Rau cov neeg siv khoom ruaj khov, daim ntawv qhia hnub sib tw yog zaj dab neeg: Saudi pawg 3,000 MW / 12,000 MWh muaj 27 tus neeg tsim khoom luv luv, NYSERDA tau tshem tawm ~ 950 MW hauv New York, SECI's 800 MW / 3,200 MWh kaw Lub Kaum Hli 30 {21010W}Swanda's 12, thiab lub teb chaws Yelemees 2,226 MW PV kev sib tw tau qhib lub Kaum Hli 23. Yog tias koj yog tus neeg muag khoom, qhov no yog lub qhov rais tsim nyog. Yog tias koj yog tus neeg yuav khoom, nco ntsoov tias qhov khoom plig ntim ntawm qhov loj me no rau xyoo 2027 yog qhov ua rau tier-ib qho khoom xa tuaj - tsis yog tus nqi ntawm tes - qhov kev txwv nruj.
Cov neeg siv khoom ruaj khov, nyeem qhov sib kis: hlwb drifted down (LFP 280/314Ah nyob ib ncig ntawm CNY 0.36/Wh) thaum ua tiav AC-sab 2-teev systems tuav ntawm CNY 0.52-0.63/Wh - dab tsi koj tus neeg muab khoom tiv thaiv yog qhov system margin, tsis yog cellular nqi. Thauj tog rau nkoj kev sib tham ntawm tus nqi ntawm tes thiab nug txog qhov system tawg. Qhov thib ob, kev hloov pauv se rov qab yog rub Q1 2027 xaj rau Q4 2026, yog li Q4 muaj peev xwm nruj dua li qhov nws zoo li thiab thaum ntxov 2027 tuaj yeem nqa qhov kev txiav txim siab - teem sijhawm xa khoom thiab rov hais dua raws li.
Mounting thiab them cov neeg yuav khoom, ob lub tswv yim sau tseg: ua ntej, Suav cov thawj coj tracker tam sim no tsim khoom hauv Is Nrias teb thiab Saudi Arabia (Arctech hauv Gujarat thiab Jeddah), yog li cov lus nug hauv zos thiab lub luag haujlwm hauv cov khw yuav tsum tau nug ntawm tus muag khoom hauv zos cog, tsis yog nws lub rooj xa tawm. Thib ob, European pej xeem-kev sib tw template yog converging ntawm bundled ntau - charger plus PV canopy plus cia ntxiv rau daim phiaj ua hauj lwm (Italian lub Marche hu los ntawm Lub Kaum Hli 26) - thaum lub yeej tus neeg muag khoom qauv nyob rau hauv cov teb chaws Europe yog cov kev pab cuam nyob rau hauv lub zos, OCPP interoperability, tsis muaj zog-grid cia-them tej pob khoom thiab durability ratings (IP55/IK10). Teem lub pob, tsis yog lub thawv.
Rau kev them nyiaj thiab sib npaug ntawm cov neeg yuav khoom cog: saib cov bundled kev sib tw, tsis yog ib yam khoom. Ltalis thaj av Marche yuav pab nyiaj tsuas yog cov haujlwm uas ua ke nrog 50 kW + DC charger, 70 kW + ntawm PV (ruoftop lossis canopy) thiab 50 kWh + ntawm kev cia, nrog rau kev ua haujlwm hauv pej xeem, transformers thiab hauv zos network kuj tsim nyog. Cov qauv kev sib xyaw ua ke - charger plus PV canopy plus roj teeb ntxiv rau daim phiaj ua haujlwm hauv ib qho ntau - yog tus qauv European kev yuav khoom rau pej xeem yog drifting mus rau, thiab nws muab nqi zog rau cov neeg muag khoom uas tuaj yeem twv ib pob ntau dua li lub thawv. Cais, tam sim no peb tab tom taug qab PV mounting steel (Tianjin kub-dip galvanized CNY 5,940 / t, Zn-Al-Mg CNY 4,580 / t) raws li cov khoom siv-tus nqi sawv ntsug.
Saib cov hnub tim: Lub Kaum Hli 30 (SECI 800 MW / 3,200 MWh bids), Kaum Ib Hlis 12 (Rwanda Lake Sake IPP), thaum lub Kaum Ib Hlis Ntuj (Tebchaws Asmeskas Kev Lag Luam AD / CVD xaj ntawm Is Nrias teb, Indonesia thiab Nplog - nyiaj tso nyiaj pib), Kaum Ib Hlis 23 (USITC daim ntawv qhia tag nrho), Kaum Ob Hlis 3-4 (Tebchaws Asmeskas Tshooj 232, nqe 232 tus nqi 232 thiab nqi se tsawg kawg nkaus. (Lub Peb Hlis them nyiaj kaw, thawj zaug, thawj zaug txij lub Kaum Hli 26).
Qhov chaw
Tag nrho cov khoom raug muab tso ua ke los ntawm kev tshaj tawm pej xeem thiab cov ntawv tshaj tawm. Qhov chaw tseem ceeb:
Kev cai thiab kev cai:European Commission hnub ci iav tshem tawm (ntawm Tuam Tshoj Photovoltaic Industry Association thiab MLex); MIIT Lub Xeev Pawg Neeg Saib Xyuas txoj cai luv luv (Lub Kaum Hli 20); Gujarat Electricity Regulatory Commission daim ntawv ceeb toom (Oct 16); Bundesnetzagentur kev sib tw (Lub Kaum Hli 23); NYSERDA bulk zog cia thov; Regione Marche FESR 2021-2027 hu; Tuam Tshoj kev lis kev cai cov ntaub ntawv ntawm SCMP (Oct 22)
Nqe thiab kev lag luam cov ntaub ntawv:InfoLink Consulting tus nqi txhua lub limtiam (siv lub limtiam Lub Kaum Hli 15-21) thiab ESS cov lus tawm tswv yim (Lub Kaum Hli 21); SMM zog-kho tus nqi nplooj ntawv (Oct 23); databm.com tuam txhab siv tus nqi (Oct 22); TrendForce, Mysteel thiab Baichuan ntawm Suav niaj hnub (Lub Kaum Hli 20-22); Huatai Futures polysilicon txhua lub lim tiam (Lub Kaum Hli 19); CNESA ntawm Suav xov xwm (Lub Kaum Hli 20)
Kev lag luam xov xwm:PV Magazine (Ntiaj teb / Australia), Zog-Storage.news, Rov qab ua dua tam sim no, Fais Fab Tshuab Technology, Lag Luam Hlau, Mobility Portal, South China Morning Post, European Post, Tuam Tshoj Zog Net, Daim iav txuas ntxiv, SeedOps, Algerie Presse Service, Nanjing Daily / Nanjing Morning Report, Wallstreetcn, Mysteel
Kev Lag Luam:Trina Cia, Huawei Digital Fais Fab, CORNEX (Chuneng), WeLion Tshiab Zog, Yuanxin Cia, CATL Q3 cov txiaj ntsig, Sungrow thiab onsemi, EVE Zog, Jinko Hnub Ci, Saatvik Green, Panasonic, Fraunhofer ISE, Flatiron Zog, Atmos Renewables, Valo, Enerven, Akalartechon SAI, ArceG Jingchung Tshiab Zog
Tsis lees paub:Cov lus piav qhia txhua lub lim tiam no suav nrog cov ntaub ntawv muaj nyob rau pej xeem thiab yog muab rau kev siv lag luam dav dav nkaus xwb. Nws tsis suav nrog kev nqis peev, kev cai lij choj, se lossis cov lus qhia ua lag luam, thiab tsis muaj kev lav phib xaub rau qhov raug lossis ua tiav. Cov nuj nqis xws li qhov project loj, daim ntawv cog lus tus nqi, cov nqi se thiab cov nqi yuav tsum raug txheeb xyuas tawm tsam cov ntaub ntawv ua ntej yuav tso siab rau. Lub EU hnub ci-iav tshem tawm tau tshaj tawm raws li tau tshaj tawm thiab siv tau raws li cov hnub tau teev tseg, tab sis cov neeg yuav khoom yuav tsum lees paub txog cov txheej txheem thiab cov nyiaj rov qab rau cov neeg kho tshuab tawm tsam Daim Ntawv Ceeb Toom Phau Ntawv Qhia. Cov khoom tau piav qhia raws li cov lus pom zoo (xws li EU cov cuab yeej ua lag luam tshiab thiab Franco-German lub tswv yim txiav tawm thaum muaj xwm txheej ceev) tsis yog txoj cai thiab tej zaum yuav hloov tau; Illinois qhov kev txhawb nqa kev cia siab tau tshaj tawm yam tsis muaj lus tshaj tawm. Cov ntaub ntawv tshaj tawm hauv tuam txhab (xws li CORNEX daim ntawv cog lus, Trina, Jinko, Sungrow / onsemi, EVE thiab CATL nthuav tawm) thiab cov txiaj ntsig hauv chav kuaj (xws li Fraunhofer ISE's silicon-carbon cell) tau hais raws li tau thov thiab tsis tau txheeb xyuas nws tus kheej; Fraunhofer tau ua tiav tsuas yog nyob rau hauv 1,000 kPa pawg siab thiab tsis yog cov khoom lag luam. Lub 600 GWh txawv teb chaws txiav txim tally bundles lub moj khaum daim ntawv cog lus thiab cov ntawv ntawm lub hom phiaj thiab tsis yog ib tug xa rov qab. Kev ntsuas tus nqi cuam tshuam txog Suav teb hauv paus hauv CNY thiab tsis hloov pauv. Tshooj 5 muaj cov kev txiav txim siab kho mob, cais kom meej meej los ntawm qhov tseeb tshaj tawm.