< Today's Highlights & >
1. The upstream price of photovoltaic industry chain is strong, and silicon wafer enterprises maintain high operating
rate. Recently, the silicon material market has witnessed "four consecutive rises", and the growth rate of N-type silicon material exceeds that of P-type silicon material. Specifically, the price range of domestic N-type materials this week is 75,000 to 83,000 yuan/ton, with an average transaction price of 78,800 yuan/ton and a week-on-week increase of 3.68%; the price range of monocrystalline dense materials is 65,000 to 75,000 yuan/ton, with an average transaction price of 68,200 yuan/ton and a week-on-week increase of 1.19%.
yuan, according to incomplete statistics, this year, 82 photovoltaic concept stocks, 52 of the IPO photovoltaic enterprises, 36 photovoltaic industry issued refinancing related announcements, involving a total of more than 300 billion yuan of fund-raising, more than 300 billion yuan. It covers all aspects of the photovoltaic industry chain.
In 2022, Zhengbang had several overdue bills. On July 20, Zhengbang Science and Technology announced that the Nanchang Intermediate Court ruled that the company had entered the reorganization process. If the reorganization fails, Zhengbang Technology will be declared bankrupt. At present, the new and old forces in the photovoltaic industry are expanding rapidly, the homogenization competition is extremely fierce, and the shuffle brought by the high degree of involution is coming. At this time also want to catch up with the lively dry photovoltaic, obviously stepped on the wrong rhythm, the dance steps behind will be very messy, very ugly.
On July 29, TCL Zhonghuan announced the latest price of monocrystalline silicon wafers. Compared with the last quotation on July 9, the price of silicon wafers with various thicknesses was raised by 3.51% -5.17%. Among them, N-type 130 μ 182 rose the highest , with an increase of 5.17% . The price of N-type 130μ210 is increased by 4.95%.
< Project progress >
1. Tongwei X3, Jingao x2, Tianhe x2 …
According to the incomplete statistics of digital new energy DNE, as of July 28, 27 photovoltaic projects were signed, started and put into operation 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 crystalline silicon project started; and the first cell of Pengshan Base Phase I high-efficiency crystalline silicon battery project rolled off the production line.
the overall project to adopt one-time planning and phased implementation. The construction scale is to produce 55,000 tons of industrial silicon, 50,000 tons of high-purity polysilicon, 10g W crystal pulling, 10g W slicing, 10GW high-efficiency batteries, 2G W high-efficiency modules, production equipment, supporting utilities and auxiliary facilities annually. It is planned to be completed and put into operation in March 2024.
It is understood that Huiyao Pinshang Energy Technology (Jiaxing) Co., Ltd. has invested in the construction of flexible photovoltaic bracket production base in Dongchuan in two phases, focusing on the development and manufacture of flexible photovoltaic bracket related products. The first phase of the production base has a total investment of 50 million yuan, covering an area of 2300 square meters. After the completion of the project, it will reach the production scale of 1GW photovoltaic flexible bracket per year, with an estimated annual output value of 400 million yuan. During the production and construction of the photovoltaic project, it can be used for its own use and promote local employment of 1000 people.
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