• 2025-03
    15

    On March 15th, in the world’s largest Taratan Photovoltaic Industrial Park in Hainan Tibetan Autonomous Prefecture, Qinghai Province, the Guoneng Qingyu 100000 kW tower solar thermal project completed the installation of 23000 solar mirrors today (15th), marking the completion of the construction of the project’s mirror field. It is reported that the average altitude of the project is 3000 meters, the installed capacity is 100000 kilowatts, and the total lighting area of the mirror field is 700200 square meters. It is planned to be put into operation in the second half of 2025, with an average annual power generation of 223 million kilowatt hours.

  • On March 15th, as the silicon carbide industry gradually enters the 8-inch era, competition among enterprises will become increasingly fierce. Several experts expressed at the 2025 Power Semiconductor Manufacturing and Supply Chain Summit Forum that for industry chain players who have already entered high-end markets such as automobiles, solid product quality and stable supply capabilities are the foundation for long-term development. Benefiting from cost reduction, domestic silicon carbide is accelerating its adoption, promoting its application in industries such as new energy vehicles. On the other hand, the decrease in prices has also intensified competition in this industry. Silicon carbide is currently one of the most prosperous tracks in the semiconductor industry. According to market research firm Yole, the market size of silicon carbide is expected to reach $2.746 billion in 2023 and $9.873 billion by 2029, with a compound annual growth rate of approximately 24%. (Securities Daily)

  • On March 15th, cross-border mergers and acquisitions of A-share companies continued to heat up. According to incomplete statistics, nearly 20 listed companies have disclosed their cross-border M&A plans for the first time since the beginning of the year, involving multiple industries such as electronics, pharmaceuticals, and automotive. The M&A targets are mostly focused on high-quality assets in the same industry or strategic emerging industries. Reporters have found that in this round of cross-border mergers and acquisitions, traditional industry leaders are accelerating global resource integration, technology companies are leveraging their strengths to achieve technological leaps, and traditional industries are expanding into new tracks across borders. At the same time, with the current cross-border mergers and acquisitions entering the stage of refined management, the financing strategies of enterprises are also showing a diversified trend. (Shanghai Stock News)

  • On March 15th, it was reported that the popularity of the humanoid robot market has continued to rise in recent times. While the secondary market is receiving high demand from funds, the primary market has already sparked a financing boom. According to industry statistics, the financing amount for the humanoid robot race in 2024 has exceeded 7 billion yuan. In this context, listed companies in the industrial chain are actively increasing their layout to seize market opportunities. Although humanoid robots have broad application prospects, there are still many pain points in the industry from a supply chain perspective. The reporter learned through multiple interviews that the supply chain of humanoid robots is quite complex, involving multiple hardware, software, and algorithms. At present, the industry is facing the problem of inconsistent hardware standards, resulting in low supply chain efficiency and slow scene implementation. (Securities Times)

  • On March 15th, it was reported that on March 14th local time, US Treasury Secretary Besson stated in a letter to lawmakers that the Treasury Department would extend the use of special measures until June 27th to allow the federal government to pay bills until Congress resolves the debt ceiling issue. According to reports, the United States reached a debt ceiling of approximately $36 trillion on January 21, forcing the Treasury Department to take special measures and use cash on hand to avoid default. Besent pointed out that due to “considerable uncertainty,” the Treasury Department cannot estimate how long special measures and cash can last, and the department is expected to report the latest situation to Congress in early May. (CCTV News)

  • On March 15th, Pan Gongsheng, the Governor of the People’s Bank of China, recently stated that in order to further increase financial support for technological innovation, the People’s Bank of China will work with departments such as the China Securities Regulatory Commission and the Ministry of Science and Technology to innovate and launch a “technology board” in the bond market. Experts say that the establishment of the “technology board” in the bond market is not only an innovation in financing tools, but also a key breakthrough in the financial support system for technological innovation. By combining diversified bond products, policy incentives, and market-oriented mechanisms, it is expected to further alleviate the financing difficulties of technology enterprises, accelerate the transformation of scientific and technological achievements, and assist in the implementation of the national innovation driven development strategy. (China Securities Journal)

  • On March 15th, the first batch of materials delivery ceremony for China’s 35 MW solar photovoltaic power plant equipment project was held in the province of Artemisa, Cuba on March 14th local time. Chinese Ambassador to Cuba Hua Xin, Deputy Minister of Foreign Trade and Investment Rivas, and Deputy Minister of Energy and Mineral Resources Amaran attended the meeting. Chinese Ambassador to Cuba, Hua Xin, stated in his speech that China is willing to take this project as an opportunity to contribute its strength to ensuring energy security and promoting sustainable social development in Cuba. It is reported that the project includes the construction of seven photovoltaic power stations across Cuba, and the relevant construction materials will be fully in place by the first half of 2025. After grid connected power generation, it will further enhance Cuba’s clean power supply capacity, and is expected to save 18000 tons of imported fuel annually, reducing the country’s energy burden. (CCTV News)

  • On March 15th, it was reported that on March 14th local time, US President Trump stated in a recorded interview that the United States has reached an agreement with Ukraine on a ceasefire and is also working hard to reach an agreement with Russia. He believes that everything has been going smoothly so far. Trump also said that his statement that he would end the Russia-Ukraine conflict within 24 hours was “somewhat ironic”, and he believed that he would “successfully” achieve this goal. (CCTV News)

  • On March 15th, the US Senate voted on the short-term spending bill on March 14th local time, with 62 votes in favor and 38 votes against, and the bill has been passed. On the 11th local time, the US House of Representatives narrowly passed a short-term spending bill, maintaining the federal government at its current spending level until September 30th, the end of fiscal year 2025. (CCTV News)

  • On March 15th, the United Nations Security Council adopted a presidential statement on March 14th, strongly condemning the large-scale violent incidents that have occurred in the provinces of Latakia and Tartus in Syria since March 6th, 2025. The Security Council also strongly condemns attacks on civilian infrastructure, especially hospitals. (CCTV News)