taiyangnews 08月18日
China Solar PV News Snippets: HiTHIUM Joins Supply Chain ESG Stewardship Initiative & More
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本周,储能领域有多项重要进展。HiTHIUM正式加入供应链ESG管理倡议(SCSI),该倡议旨在构建可持续、有韧性的供应链生态系统。在技术方面,异质结(HJT)组件制造商Jinergy宣布其“镜面表面处理技术”可将HJT电池的光电转换效率提升0.25%。在项目中标方面,AIKO和隆基股份成功中标上海临港海上光伏项目500MW(AC)的组件采购。此外,逆变器制造商Solis公布了2025年上半年的业绩,营收同比增长13.09%,净利润更是激增70.96%,主要得益于大容量逆变器和储能产品的销售增长。

💡 HiTHIUM加入供应链ESG管理倡议(SCSI):作为一家能源存储公司,HiTHIUM的加入标志着其对构建可持续、有韧性供应链的承诺。SCSI由13家领先企业发起,旨在响应联合国2030年可持续发展目标,为全球可持续发展创造共赢框架。

🚀 Jinergy在HJT技术上取得突破:Jinergy研发的“镜面表面处理技术”通过优化单晶硅片清洗工艺并进行镜面处理,结合新的微晶硅薄膜结构,显著提升了HJT电池的光电转换效率0.25%。这项技术优化了晶硅界面钝化效果,增强了内部光吸收,并减少了微晶硅载流子复合损失。

☀️ AIKO和隆基中标上海海上光伏项目:上海申能风光发电有限公司公布了500MW(AC)海上光伏项目组件采购的中标结果。AIKO以0.72元/瓦位居第一,隆基股份以0.73元/瓦位居第二。该项目位于上海浦东新区近海海域,计划采购约100万块n型双面双玻组件。

💰 Solis上半年净利润实现70.96%同比增长:逆变器制造商Solis发布的半年报显示,公司上半年营收达到37.94亿元,同比增长13.09%;归属于股东的净利润更是大幅增长70.96%,达到6.02亿元。增长主要得益于大容量逆变器和储能系列产品的销售占比提升,以及平均产品价格的上涨。

📈 Solis积极拓展分布式光伏业务:除了逆变器业务,Solis还在积极发展分布式光伏项目。截至2025年6月30日,其累计并网装机容量已达到1.33GW,显示了公司在新能源领域的多元化发展布局。

HiTHIUM Joins SCSI: Energy storage company HiTHIUM has officially joined the Supply Chain ESG Stewardship Initiative (SCSI). The initiative was officially launched on June 13 during the “2025 ESG and High-Quality Development Innovation Forum,” jointly initiated by 13 leading enterprises from various industries, including PV and storage players such as GoodWe, JA Solar, and Tongwei. It has now expanded to 20 member companies. The initiative responds to the United Nations’ 2030 Sustainable Development Goals and aims to build a sustainable, resilient, and competitive supply chain ecosystem, creating a win-win framework for global sustainable development. Earlier this month, HiTHIUM Energy Storage has officially submitted its Main Board IPO application to the Hong Kong Stock Exchange (see China Solar PV News Snippets)

Jinergy Announces HJT Technology Breakthrough: Heterojunction (HJT) module manufacturer Jinergy has announced the development of a new “mirror surface treatment technology” that can boost HJT cell conversion efficiency by 0.25%. According to the company, this technology optimizes the cleaning process of mono wafers for HJT and applies a mirroring treatment to the wafer surface, coupled with a new microcrystalline silicon thin-film structure. This improves the passivation effect between crystalline silicon interfaces, enhances internal light absorption within the cell, and effectively reduces microcrystalline silicon carrier recombination loss, ultimately delivering a significant 0.25% boost in conversion efficiency.

AIKO and LONGi Win Offshore PV Module Procurement Tender: Shanghai Shenlin Wind & Solar Power Co., Ltd., a Chinese wind and solar project developer, has announced the winning candidates for its 500 MW (AC) offshore PV project module procurement tender.

·        AIKO ranked first, with a bid price of RMB 0.72/Wp ($0.10/Wp) and

·        LONGi ranked second, with a bid price of RMB 0.73/Wp ($0.10/Wp).

The offshore PV plant is located in waters near Pudong New Area, Shanghai, 10–16 km off the coast, covering an area of about 14.8 km² with a water depth of around 10 meters. The site plans to host 500 MW(AC) of offshore PV capacity, requiring the procurement of around 1,009,840 pieces of n-type bifacial double-glass modules.

Meanwhile, at SNEC 2025, LONGI had  launched its latest HIBC PV module, featuring high power density (see Breaking The Barrier: LONGi’s Latest HIBC PV Module Offers Up To 25.9% Efficiency)

Solis Reports 70.96% YoY Growth in Net Profit for H1 2025: Inverter manufacturer Solis achieved a year-on-year revenue increase of 13.09% in H1 2025, reaching RMB 3,794.07 million ($529.0 million). The net profit attributable to shareholders rose sharply by 70.96% to RMB 602.16 million ($83.9 million). According to its semi-annual report, the company sold 466,200 inverters between January and June, compared with 501,200 units in the same period last year. However, sales revenue increased by around 17% year-on-year, reflecting a rise in average product prices. Solis attributed this mainly to the higher share of large-capacity inverters and energy storage series products. In addition, the company is engaged in distributed PV project business, with cumulative grid-connected installed capacity reaching 1.33 GW as of June 30, 2025.

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HiTHIUM SCSI Jinergy HJT AIKO 隆基 海上光伏 Solis 逆变器 ESG
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