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通威ESG评级提升,中国光伏产业稳步发展
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全球指数提供商MSCI将通威股份的2025年ESG评级上调至BBB,较去年提升一个等级。通威表示,2024年公司可再生能源占总用电量的64.01%,水资源回收利用率超过98%。同时,公司的范围1、2、3碳排放量同比下降16%,废气、废水、固体废物排放总量下降超过19%。此外,通威还签署了联合国妇女署的“赋权原则”,并启动了“携手致胜”可持续发展战略。中国工业太阳能电池产量达到619GW,其中1-9月累计产量达618.95GW,同比增长14%。 Yanhe Solar完成了超过1亿元人民币的A轮融资,将用于加速技术迭代和产能扩张。山东省公布了2025年光伏项目上网电价,为0.225元/kWh。

🌟 **通威ESG评级显著提升,彰显可持续发展承诺**:MSCI将通威股份的2025年ESG评级上调至BBB,标志着其在环境、社会和公司治理方面的努力得到认可。公司在2024年大幅提高了可再生能源的使用比例,并实现了超过98%的水资源回收利用率。同时,碳排放量和污染物排放总量均实现显著下降,体现了其在环境保护方面的积极实践。

📈 **中国光伏产业保持强劲增长势头**:数据显示,中国大型工业太阳能电池企业在2025年前九个月的累计产量达到618.95 GW,同比增长14%。同期,太阳能和风能发电量也呈现出可观的增长,表明可再生能源在中国能源结构中的地位日益重要,产业发展势头强劲。

🚀 **Yanhe Solar获亿元融资,加速钙钛矿技术商业化**:专注于钙钛矿太阳能电池的Yanhe Solar成功完成超过1亿元人民币的A轮融资。该公司已成功部署中国首条消费级钙钛矿太阳能电池全自动化生产线。此次融资将用于推动其钙钛矿光伏产品的技术迭代和产能扩张,预示着钙钛矿技术在消费电子、可穿戴设备等领域的应用前景广阔。

💰 **山东省公布2025年光伏上网电价,促进项目开发**:山东省能源局和发展改革委公布了2025年可再生能源机制上网电价,其中光伏项目为0.225元/kWh,为期十年。此举将为该省的光伏项目开发提供明确的政策指引和稳定的经济预期,有助于进一步推动光伏能源的普及和应用。

Global index provider Morgan Stanley Capital International (MSCI) has upgraded Tongwei Co., Ltd.’s ESG rating for 2025 to BBB, up one notch from the previous year. According to Tongwei, in 2024, the renewable energy accounted for 64.01% of the company’s total electricity consumption, while water recycling and reuse reached over 98%. The company’s Scope 1, 2, and 3 carbon emissions decreased by 16% year on year, and total emissions of exhaust gas, wastewater, and solid waste dropped by more than 19%.

In 2024, Tongwei also signed the UN Women’s “Women’s Empowerment Principles” (WEPS) and launched its “Together to Win” sustainable development strategy, aimed at building a comprehensive sustainability management system.

China’s large-scale industrial solar cell output touches 619 GW

According to the National Bureau of Statistics (NBS), China’s large-scale industrial solar cell enterprises (with annual main business revenue of at least RMB 20 million) produced 70.87 GW of solar cells in September, a slight 1% year-on-year decline but up month-on-month from 69.86 GW in August. From January to September 2025, cumulative solar cell output reached 618.95 GW, up 14% year on year.

During the same period, China’s large-scale industrial enterprises generated a total of 7,255.7 TWh of electricity, a 1.6% increase year on year, including 436.3 TWh from solar power and 767.3 TWh from wind power, representing year-on-year growth of 24.2% and 10.1%, respectively.

Yanhe Solar secures over RMB 100 million in Series A Financing

Perovskite solar manufacturer, Yanhe Solar, has completed a Series A financing round exceeding RMB 100 million (USD 13.9 million), with investors including Orient Jiafu and others. In August 2025, the company completed and commissioned a 100 MW fully automated perovskite solar cell production line in Changde, Hunan Province, which it described as China’s first fully automated mass production line for consumer-grade perovskite solar cells.

Yanhe Solar’s current products are mainly used in consumer electronics, smart wearables, and portable energy storage. The company stated that the newly raised funds will be used to accelerate technology iteration and capacity expansion for its consumer-grade perovskite PV products.

Shandong sets 2025 PV mechanism tariff at RMB 0.225/kWh

The Shandong Provincial Energy Administration and Development and Reform Commission has announced the results of the 2025 renewable energy mechanism tariff bidding. This covers 1,175 solar PV projects with a combined AC capacity of 1.27 GW. Among these, 7 centralized PV projects account for 1.22 GW, while distributed PV projects total 45.71 MW. All PV projects will have 80% of their generation under the mechanism tariff, set at RMB 0.225/kWh (USD 0.031/kWh) for a 10-year term.

The province also released results for 25 wind power projects totaling 3.59 GW (AC), with a mechanism tariff of RMB 0.319/kWh (USD 0.044/kWh), also valid for 10 years.

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Tongwei ESG 可再生能源 光伏 太阳能电池 Yanhe Solar 钙钛矿 Shandong 上网电价 Sustainable Development Solar Energy Perovskite
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