Dear listeners and friends, today is Tuesday, January 30, 2024, and welcome to listen to "Dora Finance Double Carbon News Early Know". We bring you the latest and most comprehensive news and information in the field of carbon peaking and carbon neutrality.
Yesterday**: Yesterday, the total turnover of the national carbon emission trading market was 120,100 tons, with a total turnover of 7,447,100 yuan and an average transaction price of 6201 yuan ton. The cumulative turnover was 443,472,484 tons, and the cumulative turnover was 25,046,566,980$1. Battery-grade lithium carbonate** was flat from the last time, with an average price of 9750,000 tons. Battery-grade lithium carbonate** was flat from the last time, with an average price of 9750,000 tons.
Carbon Information:
EU Council Adopts Regulations: F-Gases and Ozone-Depleting Substances Will Be Banned or Severely Restricted] The Council of the European Union has adopted two regulations to phase down F-gases and other substances that contribute to global warming and ozone-depleting in order to limit global temperature rise. Under the new rules, the consumption of hydrofluorocarbons (HFCs) will be completely phased out by 2050. The new rules also impose a blanket ban on placing on the market products and equipment containing HFCs, which can technically and economically switch to F-gas alternatives, including certain household refrigerators, chillers, foams and aerosols. The text also sets a specific date for the complete phase-out of F-gases in air conditioners, heat pumps and switchgear.
Yongtai Technology: A pre-loss of 4 in 2023500 million yuan-6500 million yuan year-on-year loss] Yongtai Technology announced that it is expected to have a net profit loss of 4 in 2023500 million yuan-6500 million yuan, with a profit of 5 in the same period last year5.4 billion yuan. In the lithium battery materials sector, the sales volume of lithium hexafluorophosphate, the main product, increased by about 10% year-on-year during the reporting period, but due to the large decline in the product market during the reporting period, the sales revenue and gross profit margin decreased significantly. Although the average market of lithium carbonate, the main raw material, decreased more than the same period last year, due to the relatively large inventory of raw materials at the beginning of the year, daily operations need to purchase raw materials in advance and go through the production cycle, and lithium carbonate ** showed a continuous downward trend during the reporting period, and the product sales refer to the recent lithium carbonate** pricing, resulting in a loss in the gross profit of lithium battery material products during the reporting period.
In-depth interpretation of dual carbon news
Risen Energy has made a major breakthrough in the amount of silver consumed by heterojunction.
Recently, Risen Energy announced that it has successfully reduced the amount of sterling silver used in HJT Fuxi modules, reaching a leading level of less than 7mg per watt, which is not only significantly better than PERC (about 7.).82 mg W) and TopCon (about 10.)24 mg w), which is also the current leader in heterojunction technology. It is worth noting that the conversion efficiency of heterojunction Fuxi modules can reach up to 239%, has become a low-carbon module with great profit advantage in the current market, low-silver technology and 'sub-connected stress-free interconnection technology' continue to progress, the revenue advantage will be greater and greater, and it is expected to reshape the mass production and shipment pattern of heterojunction technology in the future."
HJT has high conversion efficiency and large room for cost reduction, and has made many breakthroughs since last year, and its production capacity is expected to usher in rapid expansion. Guoxin ** believes that the order space for HJT equipment is expected to reach 81.4 billion yuan in 2025, with a three-year compound growth rate of 98%; In 2025, the market potential of consumables is expected to reach 5 billion yuan, with a three-year compound growth rate of 215%.
Among the listed companies, Risen Energy launched its first production line of heterojunction cells with a thickness of 110 microns at the end of April 2023. In addition, the company's heterojunction pilot line has introduced ultra-thin silicon wafers of 100 microns and below. AKCOME's photovoltaic cell and module segment is centered on HJT cells and modules, and the average conversion efficiency of HJT single-sided microcrystalline can reach 254%, and the highest batch has exceeded 256% and 98% yield.
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