On August 3, Huaneng Lancangjiang New Energy Co., Ltd.’s Lushan PV power generation project commenced construction. It is reported that the project is located in Xiaowan Town, Fengqing County, Lincang City, Yunnan Province, specifically including three construction sites: Zhengyi Village, Wenquan Village, and Qingzhong Village. The project’s estimated total investment is 385 million yuan, with an installed capacity of 90 MW on the AC side and 107.6 MW on the DC side.

Recently, the Risen Energy Datang Zhangpu fishing-solar complementary PV power station was successfully connected to the grid and began generating electricity. The project uses 56 MW of heterojunction Fuxi Pro modules, with an average annual power generation of approximately 73.95 million kWh. Located in Duxun Town, Zhangpu County, Zhangzhou City, Fujian Province, the project adopts a composite development model of "power generation above panels and aquaculture below panels," promoting the coordinated development of clean energy production and traditional fisheries. While improving the comprehensive land utilization efficiency, the project achieves an organic integration of ecological, economic, and social benefits. After being put into operation, the project will further enhance the local green power supply capacity and inject new momentum into the optimization of the regional energy structure and the low-carbon transition of the economy and society.

[SMM Analysis] In H1 2026, global energy storage battery cell shipments reached 486 GWh. The power generation and grid side and industrial and commercial ESS remained the main demand sources. Top-tier players maintained their lead, while some enterprises saw significant improvements in market rankings. Meanwhile, shipments of large battery cells above 500Ah reached approximately 42 GWh, with product upsizing beginning to shift from introduction and verification to volume delivery. However, production ramp-up, manufacturing yield, quality control, and order coordination remain key constraints on volume growth. Looking ahead to H2, the energy storage battery cell market is expected to sustain high growth. The anticipated introduction of consumption tax and cancellation of export tax rebates may pull forward some demand and delivery pace. Industry competition will further shift toward product reliability, manufacturing stability, and sustained delivery capability.

Recently, the inauguration ceremony of Sky47 Karakoram-01, Pakistan's largest integrated general-purpose and intelligent computing data center jointly built by ZTE and Pakistan's leading cloud service provider Sky47, was held in Islamabad. As Pakistan's first customized AI-native Tier III data center, Sky47 Karakoram-01 has a total power supply capacity of 8.5 megawatts (MW). The center will provide robust cloud computing, data hosting, and advanced digital service support nationwide in Pakistan, fully meeting the computing power needs of government and enterprises in fields such as artificial intelligence (AI), machine learning (ML), and high-performance computing (HPC).

Today, computing power leasing was flat; H100 standalone scattered resources were released; and the highest quote for a 5090 complete machine in the west reached 16,000 yuan/month (no price increase this week). Existing Nvidia resources were scarce and quotes were firm; it is expected that the shortage of high-end computing power will be eased when the Huawei Ascend 950 cluster comes online for operator leasing resources in Q4.

Today, spot #1 copper cathode in North China against the front-month contract was quoted at a discount of 100-30 yuan/mt, with an average discount of 65 yuan/mt, a decrease of 60 yuan/mt from the previous trading day; the average transaction price was 107,915 yuan/mt, an increase of 825 yuan/mt from the previous trading day;