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

+270-27

28 Jul, 002 events

28 Jul, 142 events

29 Jul, 040 events

+14

29 Jul, 183 events

30 Jul, 082 events

30 Jul, 221 event

31 Jul, 121 event

1 Aug, 020 events

1 Aug, 160 events

2 Aug, 060 events

+12

2 Aug, 201 event

+20

3 Aug, 102 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term20%43 cumulative effective impact

Medium term76%169 cumulative effective impact

Long term4%10 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 2 · 14 events

Macro8

Macro3 Aug, 16:46positive

NDRC and NEA Issue 15th Five-Year Power Plan for Coal-Fired Flexibility Retrofits and New Energy Integration

China's National Development and Reform Commission and National Energy Administration have issued the 15th Five-Year Plan for Building a New-Type Power System, requiring existing coal-fired units to undergo wide-load high-efficiency retrofits and limiting the coal consumption increase under low-load operation to within 25%. The plan supports coal power and new energy integration projects, and calls for flexibility retrofits of all eligible existing units by 2030. Combined heat and power units must achieve minimum power output below 40%, with heat-power decoupling encouraged to maintain stable heating.

Effective: +33
Intensity: 55
Confidence: 75%
Horizon: Medium term

Macro3 Aug, 08:00positive

NDRC Issues 15th Five-Year Plan for Circular Economy, Targets 8 Trillion Yuan by 2030

The National Development and Reform Commission has issued the 15th Five-Year Plan for Circular Economy Development, targeting an output value of 8 trillion yuan from the resource recycling industry by 2030. The plan aims to raise main resource productivity by about 16% from 2025 levels, when it was already 77% higher than in 2012. It also outlines measures to improve recycling of spent power batteries, wind turbines, and photovoltaic panels as large-scale decommissioning begins.

Effective: +28
Intensity: 65
Confidence: 70%
Horizon: Medium term

Macro3 Aug, 20:21positive

China's 2025 Exports Near RMB 27 Trillion; ASEAN Share Hits 17.64%

China's goods exports in 2025 totaled nearly RMB 27 trillion, up 6.1% year on year, with ASEAN accounting for 17.64% of total exports. Chinese firms are expanding across ASEAN in electronics, new energy vehicles, digital economy, cross-border logistics, and solar. Singapore remains a top regional headquarters choice despite high costs, with companies like Global Transport and Logistics serving 2,600 multinationals and setting up regional hubs. The city-state offers an international headquarter scheme with a 10% preferential tax rate, while a global minimum tax of 15% applies to large firms.

Effective: +27
Intensity: 60
Confidence: 65%
Horizon: Medium term

Macro30 Jul, 07:34positive

China's Goods Trade Exceeds RMB 25 Trillion in First Half of 2026, New Three Exports Top RMB 800 Billion

China's goods trade reached RMB 25.47 trillion in the first half of 2026, up 16.9% year-on-year, the first time exceeding RMB 25 trillion for the period. Imports hit RMB 10.74 trillion, up 22.1%. Exports of the 'new three' products — electric vehicles, lithium batteries, and solar cells — totaled RMB 819.64 billion, up 46.1%. Private enterprises accounted for 57% of trade value. The data underscores China's continued dominance in global goods trade.

Effective: +23
Intensity: 78
Confidence: 90%
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: +18
Intensity: 70
Confidence: 85%
Horizon: Medium 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: +17
Intensity: 85
Confidence: 83%
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: +15
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: +10
Intensity: 70
Confidence: 60%
Horizon: Long term

Industries2

Industries31 Jul, 18:03positive

SAMR Issues Price Compliance Guidance to Shift Solar Industry from Price to Quality

On July 31, 2026, the State Administration for Market Regulation (SAMR) held price compliance guidance in Yancheng, Jiangsu, for the photovoltaic industry, urging a shift from price competition to quality competition. The regulator called on solar companies to strengthen cost accounting, build price compliance systems, and resist vicious low-price competition. It promoted the General Rules for Cost Accounting Models of the Photovoltaic Industry, which took effect July 27, 2026. Representatives from four national agencies, including SAMR, and 27 solar companies attended.

Effective: +17
Intensity: 64
Confidence: 70%
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: +11
Intensity: 70
Confidence: 75%
Horizon: Medium term

Companies0

No evidence on this page.