Plus April 5. 3
. In addition, in the announcement on April 10, Aixu shares increased the production capacity of ABC batteries and components again. Aixu is building a competitive barrier with ABC technology as its core advantage. The announcement issued on April 10
by Yiwu and Zhuhai Base Capacity
Aixu involves the planning of 15GW battery capacity and 30GW component capacity in Yiwu. And Zhuhai 3.
Announcement 1: Signing an investment agreement for a 30GW new high-efficiency photovoltaic module project with a total investment of 10.6 billion yuan
. To further expand the https://www.databm.
of Shanghai Aixu New Energy Co., Ltd. (Hereinafter referred to as "Aixu" or the "Company"), the total investment amount of the project is RMB 10.6 billion yuan (including working capital). Among them, the total investment in fixed assets is RMB 5.6 billion, and the construction period is expected to be 3 years, which will be implemented in two phases.
The company will make full use of the successful experience accumulated in photovoltaic manufacturing to build an advanced photovoltaic module R & D and manufacturing base.
Announcement 2: Investment of RMB12.961 billion in the construction of 15GW high-efficiency crystalline silicon solar cell and 15GW module project
in Yiwu, Zhejiang Province Aixu Co., Ltd. announced that in order to further expand the production capacity of high-efficiency solar cells, meet the future market demand for high-efficiency solar cell products and accelerate the industrial layout, The Company intends to invest in the construction of Yiwu 15GW High-efficiency Crystalline Silicon Solar Cell Project (hereinafter referred to as "Yiwu 15GW Cell Project") and Yiwu 15GW High-efficiency Crystalline Silicon Solar Module Project (hereinafter referred to as "Yiwu 15GW Module Project") in Zhejiang Base, with an estimated total investment amount of 129
. Yiwu 15GW component project is a sub-project of "Aixu 30GW New High Efficiency Photovoltaic Component Project Investment Agreement" signed by Zhejiang Aixu and Yiwu Economic and Technological Development Zone Management Committee. The planned investment amount of the 15GW module project in Yiwu is 53.
Announcement III: RMB6.4 billion investment in the construction of Zhuhai Phase I 3.5g W high-efficiency crystalline silicon solar cell expansion project and 10g W supporting module project
Aixu Co., Ltd. To meet the future market demand for high-efficiency solar cell products and accelerate the industrial layout, the company intends to build on the existing 6.5G W new generation high-efficiency crystalline silicon solar cell project in Zhuhai Base. Investment and construction 3.
Estimated total investment amount: the total investment amount of the 3.5G W new generation high-efficiency crystalline silicon solar cell expansion project is RMB 1.4 billion; The total investment amount of 10GW supporting component project is RMB 5 billion (including working capital)
industry chain gradually landed
on March 13, Aixu shares issued an annual performance forecast, achieving business income of 35.075 billion yuan in 2022, an increase of 126.72% over the same period last year; The net profit attributable to the shareholders of the listed company was 23.
This was mainly due to the increase in market demand, the booming production and sales of the company, the record high operating income, profit and other performance indicators, and the increase in both volume and profit. In 2022, the company accelerated the upgrading of large-size production capacity. By the end of June 2022, most of the 166 mm production lines had been upgraded, and the production capacity of large-size batteries accounted for more than 95%. In the whole year of 2022, the battery segment, especially large-size batteries, was in short supply, and the total sales volume of batteries during the year was 34.42 GW, representing a year-on-year increase of 82.
In addition, the supply guarantee capacity of the upstream of the industrial chain was strengthened, which also provided support for the substantial improvement of the Company's performance. Under the rising price tide of silicon materials and silicon wafers since
2020, Aixu shares in the middle reaches of the industrial chain were once hit.
In 2021, the company announced that due to multiple factors such as global epidemic, power rationing and tight supply of silicon materials, the price of silicon wafers, the main raw material of the company, maintained an overall upward trend during the year. Although the price of batteries also rose, the increase was less than that of silicon wafers, which led to a sharp decline in the company's performance. The net profit attributable to the shareholders of the listed company in 2021 was a loss. 1
. Drawing a lesson from the bitter experience, in 2022, Aixu started to strengthen the long-term layout of the upstream of the industrial chain, and successively participated in Qinghai Lihao, a silicon material manufacturer, and Gaojing Solar, a silicon wafer manufacturer.
On April 3, Aixu issued another announcement, indirectly investing in the Asian silicon industry, firmly controlling the initiative of the upstream industrial chain back to its own hands.
In addition, Aixu shares also said that the company will take ABC battery and component innovation technology as the core, extend to downstream end customers, provide high-value overall solutions for household, industrial and commercial and large-scale centralized, and create the industrial ecol ogical chain advantages of ABC technology route.
Betting on ABC batteries to build barriers
to competition in Zhuhai Phase I on April 10 3. At the same time, with the excellent conversion efficiency of ABC batteries, it is conducive to further reducing the cost of photovoltaic power.
ABC battery technology is a photovoltaic battery route that Aixu has fully bet on in recent years. It has complete independent intellectual property rights. It adopts a new back-contact battery structure design. The front is all black without grid lines. It has the advantages of beautiful appearance, high conversion efficiency, good temperature coefficient and easy to thin. Aixu shares pioneered the development of silver-free technology for ABC batteries, which greatly reduced production costs.
In 2022, the company officially launched a series of component products based on a new generation of N-type back contact ABC battery technology and the overall solution service for photovoltaic energy.
The production capacity of ABC batteries and components in Zhuhai base of Aixu Co., Ltd. will reach 10GW respectively.
In the annual report, Aixu shares said that the company plans to synchronize the existing base, ABC battery project new capacity and the construction of new bases at home and abroad.
In order to promote the high-quality development of enterprises in the next few years, the company plans to add 2-3 new domestic production bases in 2023, each of which is planned to have an integrated capacity of not less than 30GW batteries and components. Relevant preliminary work is in progress.
Aixu said that the company will take ABC technology as the core, build a competitive barrier with absolute leading photoelectric conversion efficiency as the core advantage; develop and mass-produce the next generation of stacked solar technology and timely launch new products; develop and provide photovoltaic solutions products and service capabilities for the zero-carbon era.
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