Zichong Ye
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yezichong.bsky.social
Zichong Ye
@yezichong.bsky.social
Climate, Energy, Supply Chain.
PhD student at UVA
Johns Hopkins SAIS graduate
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...
January 21, 2025 at 3:46 PM
Qichacha shows over 50,000 Chinese solar companies started in the last 1–3 years have shut down or been revoked.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
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
January 17, 2025 at 6:14 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.
January 15, 2025 at 7:24 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...
January 15, 2025 at 7:09 PM