Energy · 1.11

Wind & Solar Equipment

Quantified news impact based on deduplicated, quality-reviewed events in a single 20-day window.

Average net impact+27weighted per event

Average gross impact27absolute weighted average

Events16same period

Confidence74%model average

Raw intensity58before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.8 / day

Concentration9%

Direction disagreement200%

Source independence100%12 sources

IMPACT TREND

20-day effective impact

Positive 15 · Negative 0 · Mixed 1

+310-31

11 Jul0 events

13 Jul0 events

15 Jul0 events

16 Jul0 events

18 Jul0 events

20 Jul0 events

21 Jul0 events

23 Jul0 events

25 Jul0 events

+27

26 Jul7 events

+16

28 Jul3 events

+31

30 Jul6 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term38%166 cumulative effective impact

Medium term54%236 cumulative effective impact

Long term9%38 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 2 · 16 events

Macro6

Macro30 Jul, 07:34positive

China's H1 2026 Trade Jumps 16.9% to Record RMB25.47 Trillion on Robots, AI, Drug Exports

China's goods trade in the first half of 2026 rose 16.9% year on year to a record RMB25.47 trillion, driven by booming exports of robots, artificial intelligence and innovative drugs. Surgical robot exports surged 3.3-fold, domestic large AI models led global usage for 12 straight weeks, and overseas licensing of innovative drugs reached US$110 billion. The gains highlight a shift to innovation-driven trade, with R&D and intellectual property replacing labour and capacity as core competitive strengths.

Effective: +53
Intensity: 78
Confidence: 90%
Horizon: Short term

Macro28 Jul, 08:19positive

NDRC and NEA Issue Renewable Energy 15th Five-Year Plan, Setting Four Targets

The National Development and Reform Commission and the National Energy Administration have jointly unveiled the Renewable Energy Development 15th Five-Year Plan. The plan, covering the 2026–2030 period, sets out targets in four areas: total renewable energy volume, power generation, non-electric utilization, and reliable substitution. It provides a policy framework to guide the sector’s development over the next five years.

Effective: +51
Intensity: 85
Confidence: 83%
Horizon: Short term

Macro30 Jul, 08:00positive

National Energy Administration: Energy Investment in 15th Five-Year Plan to Exceed 20 Trillion Yuan

The National Energy Administration announced that during the 15th Five-Year Plan period (2026-2030), investment in key energy projects and new business forms will exceed RMB 20 trillion, significantly higher than the 14th Five-Year Plan total. The investment, averaging over RMB 100 billion per day, is divided into three dimensions: safety, transition, and new opportunities. Safety project investment rises over 10%, grid investment growth exceeds 30%, and new energy's share of power source investment nears 60%. New business forms receive over RMB 2 trillion, focusing on green hydrogen, storage, and virtual power plants.

Effective: +42
Intensity: 70
Confidence: 85%
Horizon: Medium term

Macro27 Jul, 10:52positive

Guangzhou H1 2025 GDP Rises 5.8% to 1.6045T Yuan; IC Manufacturing VA Up 73.9%, NEV Output Up 53.2%

Guangzhou's GDP grew 5.8% year on year in the first half of 2025 to 1.6045 trillion yuan, the fastest half-year expansion since 2022. Industrial production was the main driver, with integrated circuit manufacturing value-added surging 73.9% and new energy vehicle output rising 53.2%. Fixed-asset investment grew 6.1%, with industrial investment surpassing 100 billion yuan for the first time.

Effective: +40
Intensity: 80
Confidence: 82%
Horizon: Short term

Macro31 Jul, 10:07positive

China's Trade with BRI Partners Hits RMB 12.97 Trillion in H1 2026, Up 14.8%

China's National Development and Reform Commission reported that in the first half of 2026, goods trade with Belt and Road partner countries reached RMB 12.97 trillion, up 14.8% year on year, accounting for 50.9% of total foreign trade. Investment cooperation expanded into high-tech and green sectors. Infrastructure projects advanced, including the Hungary-Serbia Railway's freight service launch, full construction of the China-Kyrgyzstan-Uzbekistan Railway, and 11,186 China-Europe freight train trips, a 20.2% increase.

Effective: +29
Intensity: 50
Confidence: 70%
Horizon: Medium term

Macro29 Jul, 19:58positive

Shenzhen Aims for Strategic Emerging Industries to Hit 2.3 Trillion Yuan, 45% of GDP by 2030

Shenzhen's municipal authorities have issued a plan to develop new quality productive forces and cultivate strategic emerging industries and future industries. By 2030, the city aims for the value-added of strategic emerging industries to reach RMB 2.3 trillion, accounting for 45% of its gross domestic product, with advanced manufacturing as the backbone of a modern industrial system.

Effective: +24
Intensity: 70
Confidence: 60%
Horizon: Long term

Industries3

Industries31 Jul, 18:03positive

Market Regulator Conducts Price Compliance Guidance for Solar Industry in Yancheng, Urging Shift from Price to

On July 31, 2026, China's State Administration for Market Regulation held a price compliance guidance session for the solar photovoltaic industry in Yancheng, Jiangsu province, aiming to curb 'involution-style' competition and shift the industry from price wars to quality focus. The regulator urged companies to strengthen cost accounting, establish compliance systems, and avoid predatory pricing. Leading firms and industry associations were called to set examples. The event involved 27 solar companies and multiple government agencies.

Effective: +47
Intensity: 70
Confidence: 85%
Horizon: Medium term

Industries28 Jul, 16:01positive

Photovoltaic Industry Group Standard Unifies Cost Accounting Model Across Supply Chain

China's photovoltaic industry suffered severe losses in the first half of 2026, with 22 of 26 listed companies reporting losses totaling RMB 18.3 billion to RMB 21.4 billion. In response, the China Photovoltaic Industry Association released a group standard for cost accounting, unifying calculation methods across the silicon, wafer, cell and module chain. The standard defines three cost tiers—cash, production and full cost—and requires integrated firms to use stepwise full-cost transfer, prohibiting below-cost internal pricing. It provides a quantitative basis for identifying below-cost sales and supports regulatory price monitoring.

Effective: +31
Intensity: 70
Confidence: 75%
Horizon: Medium term

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: +25
Intensity: 55
Confidence: 80%
Horizon: Medium term

Companies1

Companies27 Jul, 21:13positive

Envision Energy Adds >4.4 GW Orders H1 2026; Dajin Heavy Industry's Deep-Sea Base Starts with 10B Yuan Orders

Envision Energy secured over 4.4 GW in new overseas orders in the first half of 2026, covering North Africa, Southern Europe, and Southeast Asia. The company supplied large offshore smart turbines for a 128 MW near-shore wind project in Vietnam. Dajin Heavy Industry's deep-sea offshore engineering base in Caofeidian, Tangshan, started production in 2026. The world's first fully indoor factory for ultra-large offshore products can produce foundations for 15-25 MW turbines. Dajin's overseas orders on hand exceeded 10 billion yuan, with products exported to over 30 countries.

Effective: +40
Intensity: 82
Confidence: 90%
Horizon: Medium term