On December 23, 2023, the first phase of Guangzhou Gaojing Solar Technology's 16GW photovoltaic module production base project was officially announced to be put into operation.
With a total investment of 10.9 billion yuan, covering an area of 400 acres and a planned annual output of 16GW, Guangzhou Gaojing module production base is the first phase of the 4GW module project, which is also the largest photovoltaic module production base in South China. At this stage, the main product is the n-type 182 series, which is expected to achieve an annual output value of more than 10 billion yuan.
Xu Zhiqun, chairman of Gaojing Solar.
In the past 3 years and 4 bases, tears and sweat have been intertwined, and they have gradually grown up in the wind and rain. During the period, I deeply felt the full support of local governments at all levels, and the intimate companionship and indefatigable companionship of banks, shareholders, construction units, as well as businessmen and customers and friends along the wayAll of you here are not only witnesses, but also witnesses, participants and contributors to the growth of Gaojing", Xu Zhiqun mentioned in his speech that he will continue to carry forward the spirit of Gaojing in the future. ”
Guo Jin, deputy general manager of Huafa Group and chairman of Huafa Technology Industry Group, said on behalf of Gaojing shareholders that he participated in and witnessed the growth and business leap of Gaojing all the way, "As a strategic shareholder, Huafa will give full play to its comprehensive advantages in the industry and make every effort to support the development of Gaojing." ”
In response to the recent cyclical fluctuations in the photovoltaic industry, Guo Jin said frankly that the current "involution" and product quality of the photovoltaic industry will indeed affect the profitability of enterprises in the short term, but in the long run, the replacement of traditional energy by new energy is the general trend, and the market demand of the photovoltaic industry is still a "sea of stars". For a single enterprise, the key to resisting cyclical fluctuations is to maintain concentration and practice internal skills. It is believed that under the leadership of Chairman Xu Zhiqun and with the blessing of the module business, Gaojing Solar will become "more robust, more solid and more resistant to fighting", and will be able to pass through the cycle and go to a broader "sea of stars".
Guo Jin, deputy general manager of Huafa Group and chairman of Huafa Technology Industry Group.
It is understood that Huafa Group is the largest comprehensive state-owned enterprise group in Zhuhai, ranking 169th in the "Top 500 Chinese Enterprises", currently holding 8 listed companies and 2 first-class listed companies, with total assets of more than 720 billion, covering the three major directions of science and technology, city and finance, and ranking among the top five in the state-owned assets system of Guangdong Province in terms of comprehensive strength. New energy is the core track of Huafa Group's key layout in recent years.
At the event, Gaojing Solar signed contracts with strategic partners such as Guangzhou Development New Energy, Huaneng Group, PowerChina New Energy, Baobi New Energy, Guangzhou Zhidu New Energy, Henan, Zhejiang, and Guangdong, aiming to jointly promote the vigorous development of China's photovoltaic industry.
According to reports, the Guangdong Gaojing solar module production line project, from the start of construction to the production of only 75 days, the macro prospects of the development of the industry, the investment of Gaojing solar and the strong support of Huadu District, Guangzhou, jointly composed the industrial miracle of China's new energy manufacturing industry.
Xu Zhiqun believes that the rapid commissioning of the project is first of all in line with the general trend of new energy development in the whole world, and secondly, it is also inseparable from the support of all levels, including Guangdong Province, Guangzhou City and Huadu District, which has given strong support for the implementation of the Gaojing project. At the same time, thanks to the continuous investment of Gaojing and the efforts of R&D personnel, all parties finally formed a strong synergy.
Since its establishment in 2019, Gaojing Solar has become one of the most prestigious new power enterprises in the photovoltaic industry chain with lightning speed, and has successively won the support of well-known capital such as Zhuhai Huafa and IDG.
It is understood that at present, Gaojing Solar has successively laid out four production bases in Zhuhai, Guangdong, Yibin, Sichuan, Xining, Qinghai and Huadu, Guangzhou. As of 2023, the global production capacity of monocrystalline silicon rods and monocrystalline silicon wafers will reach 90GW and 80GW respectively, and the shipment of silicon wafers will rank among the top in the industry.
In the field of large-size p-n-type silicon wafers, Gaojing Solar has become a well-known brand and benchmark in the industry, and with the continuous advancement of its business segments, Gaojing is committed to building the world's leading monocrystalline silicon wafer manufacturer and the industry's first-class module manufacturer.
The commissioning of the Guangzhou module project is the starting point for the extension of Gaojing Solar's module business from upstream wafers to downstream modules. According to reports, in order to avoid competing with silicon wafer customers for the market, Gaojing Solar will not consider the layout of cell business for the time being. According to the data, in 2022, the top five customers of Gaojing Solar are Tongwei Co., Ltd., Aixu Co., Ltd., Runyang Co., Ltd., Junda Co., Ltd. and Zhongrun Solar Energy.
At the end of November, according to the official website of the China Securities Regulatory Commission, Gaojing Solar restarted its IPO and went through the counseling and filing registration with the Securities Regulatory Bureau, and planned to make an initial public offering** and go public, and the counseling brokerage was CICC. According to the data, from 2020 to 2022, Gaojing Solar's revenue was 8910,000 yuan, 249.1 billion and 1757 billion yuan, net profit was -1.13 million yuan, 10.8 billion and 18$2.1 billion.
At present, Guangzhou is accelerating the development of the new energy industry, and Huadu District is also planning to build a "green energy valley" in the Guangdong-Hong Kong-Macao Greater Bay Area to create a large platform for the new energy industry of "1000000000000000000000000000000000000000000000000 "We sincerely look forward to Gaojing basing itself on the fertile soil of Guangzhou Huadu and writing a new chapter of high-quality development. ”
Editor in charge: Zang Chao.