A recent study by the U.S. National Renewable Energy Laboratory (NREL) reveals that floating solar (FPV) on U.S. reservoirs could provide up to 1 terawatt (TW) of generation capacity.

[SMM Analysis] This week, the prices of DC-side battery cabins remained relatively stable. The average price of a 5MWh DC-side battery cabin was 0.43 yuan/Wh, while the average price of 3.44/3.77MWh DC-side battery cabins was 0.438 yuan/Wh. The prices of 280Ah and 314Ah ESS battery cells fluctuated slightly, and the overall prices of DC-side battery cabins remained stable.

The welding method is the mainstream process for SMBB. Compared to traditional welding, 0BB welding with dispensing has advantages in terms of acceptance and equipment upgrades. The film-coating process is easy to penetrate the market and has achieved mass production. 0BB technology improves efficiency and, in the future, combined with copper interconnection and thin silicon wafer technology, will drive the development of heterojunction batteries.

On March 18, GAC AION's HYPTEC brand officially launched pre-sales for the HYPTEC HL model, offering both BEV (battery electric vehicle) and REEV (range-extended electric vehicle) options.

[SMM Analysis: How Aluminum Foil Producers Respond to Anti-Dumping Investigation Ruling] According to SMM, some related aluminum foil enterprises have stated that aluminum foil products under the involved codes are still being exported as usual. Meanwhile, these enterprises are also discussing countermeasures internally. If the ruling is officially implemented, they are expected to consider using re-export trade to maintain the current export value. However, they do not rule out the possibility of being cautious about scenarios such as the release of unused capacity for similar products in overseas markets and anti-dumping investigations treating re-export trade countries "equally." Therefore, the enterprises have indicated that they are also preparing for the worst-case scenario of giving up this portion of the export market share, while developing other overseas markets or shifting focus to the domestic market.

[SMM Commentary: Major Breakthrough in Semi-Direct Drive Permanent Magnet Wind Turbines – Will the Rare Earth Permanent Magnet Industry Usher in Significant Benefits?] On January 3, the world's first 20MW-class evaporative cooling semi-direct drive permanent magnet wind turbine, jointly developed by the Ganjiang Innovation Research Institute of the Chinese Academy of Sciences and CRRC Yongji Electric Co., Ltd., successfully rolled off the production line at the Shandong Green Energy Industrial Park of CRRC Yongji Electric Co., Ltd. This marks a significant success in the innovative application of evaporative cooling technology in the field of large offshore wind turbines.