The bell at the end of 2023 is faintly ringing, and a new page will be turned in history.
In 2023, the cliff-like price reduction of the whole industry chain and the phased overcapacity caused by photovoltaic expansion are intertwined, which together form the main picture of the photovoltaic industry.
In the last month of the year, the expansion of the PV industry continued.
According to "Grassroots PV", since November 29, a total of 14 projects have been signed, started and put into operation in the four major links of polysilicon, silicon wafers, cells and modules.
Among them, there are 3 projects put into production in the silicon wafer sector, including 10GW of 60GW monocrystalline silicon rod slicing phase I of Qingdian Silicon Industry, 5GW of Huamin 10GW HJT silicon wafer phase I and Sany Shuozhou II ultra-thin monocrystalline silicon wafer project.
There are 3 projects to be put into operation in the cell sector, one is the Hengxi Photovoltaic high-efficiency HJT cell and module project, the second is the Sany Silicon Energy Zhuzhou 5GW TopCon cell project, and the third is Changxin Photovoltaic 132GW TOPCON project.
There are 2 projects that have started construction, namely Tongwei's 25GW battery + 20GW module project with a total investment of 10.5 billion yuan and Liansheng Technology's 12GW HJT battery project with a total investment of 5 billion yuan.
There are 6 contracted or officially announced expansion projects, namely Canadian Solar's 900 million expansion of 14GW monocrystalline silicon wafer project, Zhonghuan Holdings' 6 billion yuan 12GW battery project settled in Huainan, Qiya Group's expansion of 20GW silicon rod + 20GW silicon wafer project, Daqo Energy's 15 billion yuan expansion of 100,000 tons of polysilicon, industrial silicon, etc., Aikang Technology plans to invest 2.1 billion yuan to build HJT battery production projects, and Mingpai Jewelry spends 10 million yuan to enter the photovoltaic power station business.
1. Canadian Solar plans to invest 900 million yuan to expand the production of 14GW monocrystalline silicon wafers
On the evening of November 29, Canadian Solar (688472) announced that the company intends to use part of the over-raised funds to invest in the construction of Yangzhou Canadian Solar's annual output of 14GW solar monocrystalline silicon wafer project, with a total project investment of 900 million yuan (including working capital), and plans to use 500 million yuan of over-raised funds, accounting for 19 of the company's total over-raised funds02%。
2. With a total investment of 10.5 billion yuan, Tongwei's 25GW battery + 20GW module project started
On November 30, the signing ceremony of Tongwei Solar PV Industry Project and the Commencement Ceremony of the Global Innovation R&D Center Project was held in Chengdu, and the Tongwei Solar PV 25GW cell and 20GW module industrialization project with a fixed asset investment of about 10.5 billion yuan was officially signed and landed in Chengdu.
3. With a total investment of 4 billion yuan, Changxin Photovoltaic 13The 2GW TOPCON project is about to start production
Recently, the Changxin photovoltaic project located in Feixi Economic and Technological Development Zone has entered the final stage of civil construction, and the first phase of the project with an investment of 4 billion yuan will be completed and will be officially put into operation at the end of December. Changxin Solar focuses on the R&D, manufacturing, sales, service and promotion of silicon wafers and TOPCon high-efficiency solar cells, and maintains a leading position in the industry in terms of technical level. The project adopts the topcon process that is in a dominant position in the industry, and adopts the best technology in the topcon, and after the project is put into production, it will achieve 132GW capacity.
4. The first batch of equipment for the first phase of Hengxi photovoltaic high-efficiency HJT cell and module project was successfully moved in
On the morning of December 1, Shanghai Electric Group Hengxi Photovoltaic Technology (Nantong)** referred to as "Shanghai Electric Hengxi Photovoltaic") held a ceremony for the first batch of equipment in the first phase of the high-efficiency photovoltaic cell and module project.
5. Mingpai Jewelry invested 10 million yuan to enter the photovoltaic power station business
On December 5, Mingpai Jewelry (002574) announced that in order to further expand the company's business scope, increase the synergy of photovoltaic business, create a new profit growth point for the company, and enhance the company's sustainable development ability, the company plans to spend 10 million yuan to set up a wholly-owned subsidiary, Shaoxing Minghao New Energy Technology, to carry out photovoltaic power station EPC construction services and BOO (self-built and self-sustaining) projects.
6. With a total investment of 6 billion yuan, the 12GW battery project of Zhonghuan Holdings settled in Huainan
On the afternoon of December 5, the signing ceremony of the zero-carbon demonstration park project and the 12GW high-efficiency battery manufacturing project of Huainan High-tech Zone was held in the municipal affairs center. The total planned investment of the 12GW high-efficiency battery manufacturing project is about 6 billion yuan, and the project will be implemented in two phases, with 6GW of construction in each phase, and the annual sales of 4.8 billion yuan are expected to be achieved after each phase of the project reaches production.
7. Qiya Group expanded the production of 20GW silicon rod + 20GW silicon wafer project
Recently, Li Jian, vice chairman of the Guizhou Provincial Committee of the Chinese People's Political Consultative Conference and secretary of the Qiandongnan Prefecture Party Committee, and Yang Guangjie, deputy secretary of the state party committee and governor, met with Tong Wenqi, chairman of Qiya Group, and his party in Kaili, and witnessed the signing of an investment agreement on 20GW monocrystalline silicon rods, 20GW photovoltaic chips and 500,000 tons of recycled aluminum and 300,000 tons of aluminum processing projects between the people of Kaili City and its Asia Group.
8. The first silicon wafer of Sany Shuozhou Phase II ultra-thin monocrystalline silicon wafer project was successfully rolled off the production line!
On the afternoon of December 9, the first silicon wafer of Sany Shuozhou Phase II ultra-thin monocrystalline silicon wafer project was successfully rolled off the production line, marking that the project officially entered the trial production stage. At the construction site of the project, all departments of Sany Silicon Energy production, equipment, technology, R&D and other departments worked together to work together in various aspects and angles, and made every effort to sprint the construction progress and successfully completed the first piece of 1822. Cutting of n-type silicon wafers.
9. Huamin's 10GW HJT silicon wafer phase I 5GW was officially put into production
On December 12, the ignition and commissioning ceremony of the "monocrystalline silicon wafer project with an annual output of 10GW heterojunction cells" was held in Xuancheng, Anhui Province. According to Huamin, the overall production capacity of Honghui New Energy silicon wafer project is designed to be 10GW, and the project will be implemented in two phases, with the production capacity of the first and second phases being 5GW respectively. This is the first phase of the project, and mass production will begin to ramp up after it is put into production, and it is expected to reach production in March next year.
10. Daqo Energy expanded the production of 100,000 tons of polysilicon with 15 billion yuan
On December 13, Daqo Energy (688303SH) announced that it plans to invest in the construction of the "Daqo Energy Silicon-based New Material Industrial Park Project" in Shihezi City, Xinjiang. The project plans to invest RMB 15 billion in fixed assets. The first phase of the project plans to invest RMB 7.5 billion to build a project with an annual output of 50,000 tons of polysilicon and supporting 150,000 tons of industrial silicon and 1.2 million round silicon coresThe second phase plans to invest RMB 7.5 billion to build a project with an annual output of 50,000 tons of polysilicon, supporting 150,000 tons of industrial silicon and 1 million round silicon cores.
11. With a total investment of 7 billion yuan, the 12GW HJT battery project of Liansheng Technology started
On December 13, the groundbreaking ceremony of Jiangsu Liansheng Technology's 12GW heterojunction cell project was held in Nantong City, Jiangsu Province, the "first city in modern China". With a total investment of about 7 billion yuan and an area of about 621 acres, Jiangsu Liansheng Technology's 12GW heterojunction battery project is an important milestone for Liansheng Technology and Nantong City to work together to seek a new bureau.
12. Akcome Technology plans to invest 2.1 billion yuan to build an HJT battery production project
On the evening of December 14, Akcome Technology (002610) announced that its wholly-owned grandson company Ganzhou Akcome Optoelectronics Technology *** hereinafter referred to as "Ganzhou Akcome Optoelectronics") plans to invest in the construction of 46GW HJT battery production project, the total investment in fixed assets of the project is planned to be 2.1 billion yuan.
Through the layout of four high-efficiency solar cell module production bases in Suzhou, Jiangsu, Ganzhou, Jiangxi, Huzhou, Zhejiang, and Zhoushan, Zhejiang, iKang Technology has achieved 32GW HJT battery, 08GW PERC cell production capacity and 104GW module capacity. Up to now, the company's HJT module orders in hand are about 295gw。
13. Sany Silicon Energy Zhuzhou 5GW TopCon battery project was put into operation
On December 15, the commissioning ceremony of Sany Silicon Energy Zhuzhou 5GW photovoltaic manufacturing base project was held. On October 17 this year, Sany Silicon Energy's first N-type TOPCon solar cell was successfully rolled off the assembly line, marking that the production capacity of Sany Silicon Energy's Zhuzhou base has reached the mass production standard. Sany Silicon Energy Zhuzhou 5GW PV Manufacturing Base is the first 5GW solar cell mass production base in Hunan Province.
14. The first phase of 10GW of 60GW monocrystalline silicon rod slices of Qingdian Silicon Industry was put into production
On the morning of December 10, the joint commissioning and acceptance ceremony of the first phase of the 10GW monocrystalline silicon rod slice project with an annual output of 60GW was held in Hami, Xinjiang. The overall investment in the 60GW monocrystalline silicon rod slice project of the electrosilicon industry will exceed 40200 million yuan, covering an area of 355 acres, the project mainly builds 10GW crystal pulling plant, 10GW slice workshop, office building, R&D building and related ancillary facilities. (Grassroots PV).