While worrying about overcapacity, the pace of expanding production has never stopped.
July projects signed, started and put into operation in the photovoltaic industry in July.". Among them, 11 projects were signed, 8 projects were started and 8 projects were put into operation. From the analysis of the number of
projects, Tongwei has the largest number of projects in this month, with one project signed, one project started and one project put into production , respectively: 16GW battery project settled in Meishan, Sichuan; 200,000 tons of high-purity silicon project started; And the first cell of Pengshan Base Phase I High Efficiency Crystalline Silicon Cell Project is offline. Among the 11 newly signed projects
this month, silicon wafers and batteries are the main ones, including 67 GW silicon wafer production capacity and 27
. The highest investment is the signing of Guosheng New Energy Photovoltaic Cell and Component Industry Chain Project , with a total planned investment of 21.8 billion yuan . Among the eight projects
started, there are one crystalline silicon project, two silicon wafer projects, four battery projects and three component projects. Among the
eight projects put into operation, there are one monocrystalline silicon project, one silicon wafer project, four battery projects and four component projects.
1. The first 1.2G W heterojunction cell project of Chuangu Science and Technology was signed in Wuxi
on July 1. The first 1.2G W heterojunction cell project of Chuangu Science and Technology was signed with a total investment of 500 million yuan. The annual output of 18 GW high-efficiency heterojunction solar cells and 18 GW high-efficiency solar modules will be launched in stages. In order to speed up the improvement of Huishan " Total Investment
of Contracted Projects 5.3. Bowu Modern Industrial Park and Wuxi East China Heavy Machinery Group signed a cooperation agreement on the project of East China Solar Energy with an annual output of 10GW N-type high-efficiency solar cells. It is reported that the total investment of the project is 6 billion yuan, covering 334 mu, with a total building area of 150000 square meters. It is planned to start civil construction in July this year and trial production in December.
4. Among them, the solar photovoltaic cell automation production line project has a total investment of 5 billion yuan and a planned land area of 500 mu. It is planned to build a solar photovoltaic cell automation production line project in Shengzhou Economic Development Zone (High-tech Park).
Among them, the first phase investment is 1.5 billion yuan, and the TOPcon battery production line is planned to be built. The second phase will invest 3.5 billion yuan to build an automatic production line of perovskite + heterojunction batteries. After the project is completed and put into production, it is estimated that the annual output value will be 8 billion yuan and the annual tax payment will be 4.5
. Tongwei plans to invest 5 billion yuan in the construction project of Ganmei Industrial Park in Meishan City, mainly for the construction of 16GW high-efficiency crystalline silicon battery production line and supporting ancillary facilities. The land area of the project is about 500 mu, the estimated annual output value is about 12 billion yuan, the annual tax revenue is about 300 million yuan, the investment intensity is 10 million yuan/mu, the output value per mu is 24 million yuan/mu, and the average tax revenue per mu is 600000 yuan/mu. The project is expected to start construction in the third quarter of 2023.
6. The total investment of the project is planned to be 21.8 billion yuan. The main construction contents include: N-type crystal pulling, ultra-thin silicon wafer, high-efficiency heterojunction battery, large-size heterojunction photovoltaic module, shared energy storage, photovoltaic robot, frame, EPE film, distributed development and construction of photovoltaic + rural revitalization in the whole county, EOD pilot project of ecological governance, etc.
7. The first phase of the project is planned to invest 300 million yuan.
8. After the completion of the project, it is estimated that the annual output value will be 5 billion yuan and the profit will be 600 million yuan.
9. The project is planned to cover an area of 400 mu, with an investment of 5 billion yuan, of which: the first phase of photovoltaic crystal pulling production project covers an area of 200 mu, with an investment of 2 billion yuan. After the first phase of the project is completed and put into operation, the annual production capacity of 7 GW high-efficiency photovoltaic crystal pulling chips can be realized, and the output value is expected to be more than 3 billion yuan. Tax
payment 1.10. The project is the upstream supporting of the cell production project in the early stage of Huai'an Base, which further expands the upstream and downstream industrial chain, broadens the business layout and forms industrial agglomeration. After the monocrystalline silicon wafer project is completed and put into operation, it is estimated that the annual output value will be about 30 billion yuan and the annual tax payment will be about 300 million yuan.
11.The fixed assets investment of the
project is about 1 billion yuan, of which the first phase is to build 4GW high-efficiency photovoltaic module project and lease factory buildings. The investment in production equipment is about
2.1. The project of 5GW high-efficiency heterojunction solar cell and module production base of Wuzhu Science and Technology started
on the morning of July 3, with a total investment of 50. The project was signed in April 2023 and settled in Yuhui District, Bengbu, Anhui Province, and is scheduled to be put into operation in June 2024. The first phase of the project is expected to achieve an annual output value of 2.5 billion yuan and an annual tax revenue of
0.2. The total investment of Jingyou Photovoltaic Buried Hill Base is 1.1 billion yuan, covering an area of nearly 150 mu and a construction area of nearly 110,000 square meters. The production line will be equipped with advanced production equipment for automation and artificial intelligence applications, and more than 330 sets of equipment will be purchased. The project will strive to build a digital, automated and intelligent demonstration production base.
3.
With a total investment of nearly 6 billion yuan, the project is characterized by new energy materials, new energy equipment and new energy applications, and is committed to the research and development and production of advanced and efficient N-type TOPCon cells, focusing on building a production headquarter s base of about 10g W photovoltaic cells and 5G W photovoltaic modules with a scale of about 10g W. The output value will exceed 12 billion yuan.
4. According to the introduction, the project adopts the development and construction mode of "equity investment + EPC + O", which is divided into three phases. The first phase covers an area of about 300 mu, with a total planned investment of 4.1 billion yuan, and a factory building of about 200000 square meters, to build an annual production line of 10g W-Topcon high-efficiency batteries, with an annual output value of about 12 billion yuan after production. The annual tax payment is about
6.
According to the data, Fuxing New Energy Technology Co., Ltd. was established in December 2021 and is the first enterprise with an annual output of 20GW N + ultra-high efficiency monocrystalline solar wafers in China. The total investment
of the project is 82.7. The project integrates the technological research and development achievements of Yongxiang over the years, is the application practice of the "eighth generation Yongxiang method", marks that Tongwei has entered a new milestone in the field of high-purity crystalline silicon, and also opens an important chapter for the crystalline silicon photovoltaic industry.
8.
It is understood that the project was signed in August 2022 and will be carried out in two phases. The first phase is mainly for infrastructure construction and equipment purchase, and the second phase is for scale expansion and new product development. The construction period is planned to be 12 months. The total investment
of the project is 7.1. The project is constructed by Yunnan Runyang Century Photovoltaic Technology Company, covering an area of 468 mu, with a total investment of about 3.9 billion yuan, 24 production lines designed, and an annual output value of 14 billion yuan after full production. Tax
4.2. Tongwei Solar Energy (Battery) Pengshan Base is located in Meishan Tianfu New Area, which is the second photovoltaic industry base of Tongwei in Meishan. The first phase of the project is planned to invest 6 billion yuan to build an intelligent manufacturing plant for high-efficiency crystalline silicon solar cells and auxiliary facilities such as environmental protection and warehouses. After completion, it will form an annual production capacity of 16GW and become an intelligent factory for high-efficiency crystalline silicon solar cells with the largest unit investment intensity, single production capacity and leading technology in the same industry.
3. Trina Solar Suqian 20g W Slice Project is an important part of Trina Solar's vertical integration layout and the first production base for Trina Solar's large-scale production of slices. After the production activities, Suqian Jingkai District signed a component project cooperation agreement with Trina Solar Energy. Component project is the fourth investment project of Trina Solar in Suqian and the first fully automatic intelligent production line project of Trina Solar, which mainly produces 210 series components with leading industry, high efficiency and high conversion rate.
The first phase is mainly composed of 3GW batteries and 4GW modules, which are constructed in four phases, and is the largest single heterojunction solar cell project in China.
5. Ruijing Shenghui 1GW New Energy Project + 2GW Monocrystalline High-efficiency Photovoltaic Module and 1GW High-end BIPV Equipment Manufacturing Project, with a total investment
of 11.6. New projects such as 10g W high-efficiency batteries, 10g W high-efficiency modules, photovoltaic auxiliary materials and photovoltaic power stations, 20 battery production lines and 14 photovoltaic module production lines adopt the most advanced technology, intelligent equipment and green low-carbon system to produce a new generation of n-type high-efficiency products for the global market.
7. It is understood that Jingao Qujing Phase III Project was signed in March 2022, construction started in July, and battery production equipment began to be installed in June 2023. Up to now, Jingao Science and Technology has continuously laid out four projects in Qujing, with a total investment of 17.3 billion yuan, and will achieve an output value of 50 billion yuan after completion.
8. The announcement said that recently, the 1GW photovoltaic module production equipment of the first phase of the project has been installed and commissioned and put into operation formally. The remaining 1GW photovoltaic modules and 1GW heterojunction cells in the first phase of the
project are expected to be delivered by the end of September, of which the 1GW photovoltaic module production line is expected to start construction within one month after the delivery of the plant and enter the commissioning period in four months. The production line of 1G W heterojunction solar cells will be completed and put into production within 9 months after the start of construction, and will reach production capacity within 3 months after the start of production.
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