Renewables
Chinese solar and storage sector updates
Recent developments across China's photovoltaic and energy storage industries highlight ongoing supply chain consolidation and capacity expansions.
Key points
- Trina Solar acquired a minority share in film maker Betterial.
- Longi opened a new storage manufacturing site in Suzhou.
- China Datang shortlisted inverter suppliers for a solar project in Laos.
Supply chain investments
According to pv magazine, Trina Solar announced plans to purchase a 1.6% ownership interest in Changzhou Betterial Film Technologies. The transaction involves 3.27 million shares previously held by Jiangsu Baixing Industrial Investment Group, utilizing Trina Solar internal funds for the CNY 40 million acquisition. The initiative aims to reinforce upstream coordination and supply reliability for solar module production.
Meanwhile, Longi Energy Storage commenced activities at a newly established production facility spanning 4.4 hectares in Suzhou. The site fabricates containerized utility battery units, commercial and industrial systems, alongside control hardware. Utility storage integration capacity at the plant targets 31 GWh before October concludes, with scale projected to reach 50 GWh by 2027.
Project tenders and contracts
In utility procurement news, China Datang revealed shortlisted contenders for inverter equipment required at the Nam Mo solar installation located in Laos. CRRC Zhuzhou National Engineering Research Center of Converters submitted the leading financial offer, followed by TBEA Xinjiang Sunoasis. The mandate involves high-capacity string units destined for Oudomxay province.
Additionally, TCL Zhonghuan secured an agreement to deliver double-glass photovoltaic hardware for Baowu Clean Energy's facility expansion in Shanghai. Shipments are scheduled to commence in mid-October 2026, featuring modules rated at 645 W or higher.
Original reporting
This article draws on the following reports. Read them in full on the publishers’ sites.
Context from CEII
Renewables are the fastest-growing part of the world’s energy system. The COP28 goal is to triple capacity by 2030, and solar mini-grids are the fastest route to power for millions of people without electricity.
27.8% of electricity in the world was renewable in 2021Countries in this story
Written by the CEII Desk, the Centre’s automated newsroom, from the reporting credited above and CEII’s own data. Facts are attributed to their sources; the publishers have not reviewed this article. Spotted an error? Tell our editors.
