Energy · 1.11

Wind & Solar Equipment

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+16weighted per event

Average gross impact16absolute weighted average

Events14same period

Confidence72%model average

Raw intensity59before weighting

Previous period+27net impact

Gross change-42%

Diffusion speed2.0 / day

Concentration10%

Direction disagreement200%

Source independence100%11 sources

IMPACT TREND

7-day effective impact

Positive 13 · Negative 0 · Mixed 1

+210-21

28 Jul, 012 events

28 Jul, 152 events

29 Jul, 050 events

+14

29 Jul, 193 events

30 Jul, 092 events

30 Jul, 231 event

31 Jul, 131 event

1 Aug, 030 events

1 Aug, 170 events

2 Aug, 070 events

+12

2 Aug, 211 event

+20

3 Aug, 112 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term20%43 cumulative effective impact

Medium term76%168 cumulative effective impact

Long term4%10 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 2 · 14 events

Macro0

No evidence on this page.

Industries2

Industries28 Jul, 09:50positive

3,750 Tonnes of Green Ammonia from Jilin Da'an Exported to South Korea, a Global Single-Batch Record

A shipment of 3,750 tonnes of green ammonia produced in Da'an, Jilin province, has been transported overland to Lianyungang in Jiangsu and then shipped to South Korea, setting a record for the largest single-batch export of green ammonia in China and globally. The ammonia comes from the world's largest single-unit green ammonia facility with an annual capacity of 180,000 tonnes. Powered by wind and solar resources in western Jilin, its carbon emissions are more than 90% lower than those from traditional coal-based ammonia production.

Effective: +9
Intensity: 55
Confidence: 80%
Horizon: Medium term

Industries30 Jul, 09:31mixed

China PV Association Releases Cost Standard; Over 20 Firms Post 15B Yuan Half-Year Pre-Losses

The China Photovoltaic Industry Association has released a general cost accounting model standard, providing a unified benchmark for defining below-cost sales. The standard, guided by the State Administration for Market Regulation and the Ministry of Industry and Information Technology, covers the full supply chain from polysilicon to modules. It aims to address inconsistent cost measurement practices. Meanwhile, over 20 photovoltaic companies reported half-year pre-losses exceeding RMB 15 billion, reflecting challenges such as declining sales, low capacity utilization, and compressed margins. The standard is expected to help restore rational pricing in bidding processes.

Effective: 0
Intensity: 60
Confidence: 80%
Horizon: Short term

Companies2

Companies30 Jul, 10:00positive

Sungrow Power Fully Establishes Sungrow Hydrogen (Suzhou) Technology Co., Ltd. for Hydrogen Equipment

Sungrow Power Supply Co. , Ltd. has set up a wholly owned subsidiary, Sungrow Hydrogen (Suzhou) Technology Co. , with Yang Wei as legal representative. The new company will engage in the sale of gas and liquid separation and purification equipment, manufacture of new energy original equipment, electrical machinery, and station hydrogen refueling and storage facilities, among other activities.

Effective: +2
Intensity: 20
Confidence: 50%
Horizon: Medium term

Companies28 Jul, 20:47positive

Shuangliang Group and Zhejiang Huaxia Smart Energy Sign Strategic Agreement for Zero-Carbon Cities, Parks, and

On July 28, Shuangliang Group Co. , Ltd. and Zhejiang Huaxia Smart Energy Group Co. signed a strategic cooperation agreement. The partnership will leverage their respective technical and resource advantages to focus on zero-carbon cities, industrial parks, and buildings. They will explore a "product supply plus investment" model, encompassing contract energy management (EMC) and investment-financing-construction-operation (F+EPC+O) pathways.

Effective: +2
Intensity: 30
Confidence: 50%
Horizon: Medium term