Zichong Ye
@yezichong.bsky.social
Climate, Energy, Supply Chain.
PhD student at UVA
Johns Hopkins SAIS graduate
PhD student at UVA
Johns Hopkins SAIS graduate
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.ndrc.gov.cn/xxgk/zcfb/tz...
【关于深化新能源上网电价市场化改革 促进新能源高质量发展的通知(发改价格〔2025〕136号)】-国家发展和改革委员会
www.ndrc.gov.cn
February 9, 2025 at 8:01 PM
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.ndrc.gov.cn/xxgk/zcfb/tz...
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/...
news.metal.com/newscontent/...
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...
news.metal.com
January 23, 2025 at 6:40 PM
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/...
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...
Original link: www.nea.gov.cn/20250123/544...
国家能源局2025年一季度新闻发布会文字实录---国家能源局
国家能源网
www.nea.gov.cn
January 23, 2025 at 6:23 PM
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...
Original link: www.nea.gov.cn/20250123/544...
Reposted by Zichong Ye
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
www.stats.gov.cn/sj/zxfb/2025...
* this is all literally true
(wink) and yet
2024年四季度和全年国内生产总值初步核算结果 - 国家统计局
www.stats.gov.cn
January 21, 2025 at 8:56 PM
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
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...
www.cpnn.com.cn/news/xwtt/20...
January 21, 2025 at 3:46 PM
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...
www.cpnn.com.cn/news/xwtt/20...
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...
mp.weixin.qq.com/s/q-Z1A-n_sO...
中企主导开发！1080MW海外海上风电项目开工建造
mp.weixin.qq.com
January 19, 2025 at 4:30 PM
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...
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.
January 19, 2025 at 4:26 PM
Qichacha shows over 50,000 Chinese solar companies started in the last 1–3 years have shut down or been revoked.
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...
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...
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.
www.pv-magazine.com
January 17, 2025 at 6:26 PM
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...
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
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
January 17, 2025 at 6:14 PM
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
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...
m.bjx.com.cn/mnews/202501...
m.bjx.com.cn
January 17, 2025 at 6:07 PM
The Sichuan government has unveiled its 2025 major energy project list. Find the full list here (in Chinese):
m.bjx.com.cn/mnews/202501...
m.bjx.com.cn/mnews/202501...
How to sustain scientific collaboration amid worsening US–China relations
www.nature.com/articles/d41...
www.nature.com/articles/d41...
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.
www.nature.com
January 16, 2025 at 3:40 AM
How to sustain scientific collaboration amid worsening US–China relations
www.nature.com/articles/d41...
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.
January 15, 2025 at 7:24 PM
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...
January 15, 2025 at 7:09 PM
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...