With the rapid growth of demand for high-purity quartz sand in the photovoltaic field, Longji, Jingke, Haitai Xinneng, Amadon.. Many photovoltaic enterprises came to Fengyang with projects to seize the market.
According to incomplete statistics, since September, the planned production capacity of projects involving high-purity quartz sand has exceeded 330,000 tons. In
November, there were incidents of illegal mining of quartz stones in many places in Jiangsu. After that, the relevant townships issued announcements, and the unauthorized mining of quartz, weathered rocks and other underground minerals and mineral sands, as well as the destruction of cultivated land and rivers, will be investigated for criminal responsibility such as compensation for losses, confiscation of illegal income and fines according to law.
Such an incident is by no means unique. As a raw material for industrial quartz sand, similar illegal mining incidents have occurred in many provinces. Some of them have been exposed by CCTV, and the local government has taken effective measures to deal with them.
High-purity quartz sand has a wide range of applications in industry, especially in the photovoltaic field. The production of photovoltaic glass and photovoltaic silicon materials requires a large amount of quartz sand.
There are many types of quartz sand deposits in China, including Lianyungang in Jiangsu Province and Fengyang in Anhui Province." Lingshou County in Hebei Province, Heyuan in Guangdong Province and Linyi in Shandong Province are the main production plants of quartz raw materials, which produce raw materials with high purity and large output, accounting for almost 80% of the national quartz sand market.
Among them, the most famous is Fengyang. Fengyang County
of Chuzhou City is a famous "home of quartz", with rich quartz sand resources covering an area of 80 square kilometers and prospective reserves of more than 10 billion tons, accounting for about 15% of China's total quartz sand reserves. Moreover, the content of silicon dioxide is over 99%, and the reserves, grade and mining value rank first in the country.
Ten billion tons of quartz sand resources are absolutely attractive to photovoltaic glass manufacturers. In 2016, Laozi Fengyang, one of the giants of domestic photovoltaic glass production enterprises, established Anhui Flat Photovoltaic Glass Co., Ltd. with a total investment of 20 billion yuan, becoming the first photovoltaic glass giant to invest in Fengyang.
the glass demand of 180GW photovoltaic module production.
In 2022, a "sand" war broke out in Fengyang. In
the photovoltaic glass industry, resources rank first. At the beginning of 2022, Amadon said that Fengyang Silicon Valley had acquired the balance ore of No.1 Far East Mine in Damiao Town, Fengyang County by auction.
On June 26, Amadon announced that the company had signed a strategic cooperation agreement with Trina Solar Energy, and that the company planned to start from June 1, 2022 to December 31, 2025. Sales of 1.6mm ultra-thin photovoltaic glass to Trina Solar, with an estimated total sales volume of 3.
According to the average price of 22 yuan/square meter for the front and back panels of 2mm photovoltaic glass at that time, the total contract amount was about 7.425 billion yuan.
On July 5, Follett announced that its wholly-owned subsidiary, Anhui Follett Photovoltaic Glass, offered the highest price of RMB 33.
On July 7, Nanbo Group issued an announcement announcing that its joint venture company, Anhui Nanbo Silicon Valley Mingdu Mining, was the largest in China. With 9.
Multi-party competition, the high-quality quartz sand resources in Fengyang have become more popular.
In 2022, the output value of Anhui Flat Photovoltaic Glass Co., Ltd. reached 74.
In May this year, a four-kiln ignition ceremony was held for the project of Anhui Nanbo Solar Energy Equipment Manufacturing Base with a total investment of about 4 billion yuan. The successful ignition of the four kilns marks the completion of the construction of Anhui Nanbo New Energy Material Technology Co., Ltd., located in Fengning Modern Industrial Park, Fengyang County, as the largest photovoltaic glass production base of the group .
Furthermore, In 2022, the photovoltaic industry in Fengyang County attracted 15 projects, with a total investment of 167. By 2022, there were 56 industrial enterprises in the photovoltaic industry in Fengyang County, with an output value of 169. In 2022, the production capacity of major projects such as Suntech, Zhengtai, Suntech Phase II, Follett Phase III and Nanbo was released one after another. It is estimated that the net output value will increase 176.
Leading effect, Foster Longji is a neighbor
. In the 19th century, with the rise of the industrial revolution, the rich coal resources in Ruhr, western Germany, were excavated. As the most important raw material in the iron and steel industry, the rich coal resources in Ruhr attracted a large number of iron and steel industries. The surrounding villages and towns have rapidly risen to become important industrial cities in Germany and become an important economic card in Germany.
In recent years, our government has attached great importance to the development of new energy industry and laid it out as a national strategic emerging industry. Chuzhou, which has 10 billion quartz sand resources, is comparable to the Ruhr area in Anhui.
Relying on the high-quality quartz sand resources in Fengyang County, Chuzhou has laid the foundation for the silicon-based industry in Fengyang. But photovoltaic glass is only a link in the photovoltaic industry chain, in order to obtain greater output value, we need to strengthen the chain. Therefore, Chuzhou has made full use of its resource advantages to expand and strengthen the whole industrial chain covering quartz sand, silicon wafers, photovoltaic glass, photovoltaic cells, photovoltaic modules, inverters and other links. In January
2018, Chuzhou welcomed the first leading enterprise in the photovoltaic industry, Longji Leye, the world's largest manufacturer of monocrystalline silicon products , to invest in the construction of 13 gigawatts of solar modules per year in Chuzhou. At the end of the year, the project products were offline, and the project was started and put into production in the same year.
on September 20 this year." Chuzhou Longji High Efficiency Component Project was officially put into operation. Since its establishment in Chuzhou in 2018, the total investment of Longji project has exceeded 6 billion yuan, and the first phase of production of 5GW single crystal components, the second phase of production of 5GW high-efficiency single crystal components, the third phase of 3GW expansion and supporting frame plant projects have been completed, all of which have been signed, constructed and put into operation in the same year. In 2022, the annual output value will be 24.9 billion yuan. The landing
of Longji project quickly triggered the leading "magnetic attraction effect" in Chuzhou, and only one way away from Longji is Foster, the largest photovoltaic film manufacturer in the world.
In just a few years, nine of the world's top 20 photovoltaic enterprises, including Jingke Energy, Dongfang Risheng and Sunshine Power, have settled in Chuzhou , making every effort to build photovoltaic industry clusters and shape the economic circle of photovoltaic industry.
Since 2018, Chuzhou has built an increasingly complete vertical integrated industrial chain of silicon wafers, batteries, modules, photovoltaic glass, frames, packaging films, solder strips, backplanes and so on. Up to now, there are 45 photovoltaic manufacturing enterprises in the city, 12 projects with single investment exceeding 10 billion yuan and 20 projects exceeding 5 billion yuan.
In 2021 and 2022, the output value of Chuzhou photovoltaic industry was 40.9 billion yuan and 87.3 billion yuan respectively, increasing by more than 100% for two consecutive years. From January to July this year, the output value reached 72.2 billion yuan, an increase of 64% over the same period last year.
At present, the production capacity of photovoltaic modules, photovoltaic glass and photovoltaic cells in Chuzhou accounts for 11%, 21% and 6% of the whole country respectively, and the proportion in Anhui Province is more than half. In the first three quarters of this year, Chuzhou that in October this year, photovoltaic upstart Haitai Xinneng turned to Chuzhou with 5 billion projects.".
On October 12, Haitai Xinneng announced that the company had planned to sign an agreement with Yancheng Economic and Technological Development Zone Photoelectric Industrial Park to build a 10GW-TopCon high-efficiency photovoltaic cell project in Yancheng Economic and Technological Development Zone Photoelectric Industrial Park. 5G W is planned to be constructed in the first phase, but due to the problems in land supply of the above projects and the uncertainty of supply time, after many communications, the problem of land supply has not been implemented, and the progress of the project has been blocked.
Haitai Xinneng decided to sign an investment agreement with Chuzhou Tianchang High-tech Zone on 10GWTopCon High-efficiency Photovoltaic Cell Project to change the foreign investment of Yancheng Economic and Technological Development Zone Phase I 5G W-TopCon High-efficiency Photovoltaic Cell Project. The total investment of the new project is about 5 billion yuan, the investment in fixed assets is about 3 billion yuan, the land acquisition is about 400 mu, and the period from project construction to formal operation is 18 months.
Located in Gaoyou Lake, Tianchang City, to build a photovoltaic capital, Chuzhou has any other
reasons for choosing Chuzhou, the general manager of Foster Chuzhou Company mentioned in an interview." "First of all, Chuzhou's overall business environment is good, and the government's support is strong. Among them, the construction of enterprise service centers, the simplification of certification procedures for enterprises, and the provision of talent assistance have solved the difficulties and pain points encountered by enterprises in the process of construction.". In addition, Chuzhou has superior geographical environment and convenient transportation. As the upstream industry in the photovoltaic industry chain, suppliers are basically around, and supply and export are very convenient.
As the leader of the photovoltaic industry, Foster's answer almost touched the hearts of most of the photovoltaic enterprises settled in Chuzhou. Amadon Chuzhou project manager has mentioned that the company enjoys the convenience brought by Chuzhou photovoltaic industry agglomeration, low logistics prices and good government services.
"About 50% of the glass produced by the company can be digested in Anhui. At the same time, the Fengning Industrial Park where the company is located is backed by" two Huaihe and one clam ", facing the" Nanjing metropolitan area "and the economic core area of the Yangtze River Delta. In the west of the park, there is" the first port of the Huaihe River "-Fengyang Port, and in the north, there are Fengyang and Xiaogangcun exits of Ningluo Expressway. Location advantages facilitate all enterprises in Fengning Industrial Park and greatly reduce transportation costs.
As early as September 2021, Chuzhou's first 10 billion-level equity investment fund, the National Transfer Strategic Emerging Industry Investment Fund (Chuzhou), was born, led by the National Transfer Fund and jointly initiated by the relevant state-owned enterprises in Chuzhou as fund investors, with a total fund size of 10 billion yuan, focusing on photovoltaic, lithium battery and other industries.
Last year, Zhongxin Group announced that its subsidiary, Zhongxin Suchu, intends to participate in the formation of Suchu Industrial Fund as a limited partner with its own funds. Among them, the scale of Suchu Industrial Fund is 1 billion yuan, and the investment field is mainly new energy and new materials industries. In November, Chuzhou State-owned Enterprises and Zhongfu Capital jointly launched Chuzhou Langya Zhongfu Intelligent Manufacturing Industry Fund, with a total scale of 1 billion, focusing on strategic emerging industries with cutting-edge science and technology as the leading direction.
At the same time, "Several Policies for Promoting the Development of Venture Capital and Accelerating the Building of Industrial Capital Center in Chuzhou City" was promulgated, which proposed to guide venture capital to gather in Chuzhou and invest in Chuzhou, to build industrial capital center with both quality and quantity, and to strive to introduce no less than 50 leading fund management institutions in the industry in five years, and to promote the construction of industrial capital center. The management scale of the registered fund will be no less than 500 billion yuan, and the investment will exceed 100 billion yuan.
In fact, the annual conference of China's photovoltaic industry has been held in Chuzhou for two consecutive years, promoting the signing of 24 photovoltaic industry projects, with a total investment of over 160 billion yuan. Up to now, the city has landed and talked about more than 120 key projects in the photovoltaic industry, with a total investment of over 300 billion yuan and a total investment of nearly 100 billion yuan. While speeding up the layout of science and technology innovation platform for photovoltaic industry
, Chuzhou also pays attention to the training of photovoltaic talents, promotes the cooperation between key photovoltaic enterprises and colleges and universities, promotes the deep integration of innovation, industry, capital and talents, speeds up the construction of research and development institutions such as Becquerel Photovoltaic Research Institute, and promotes the development of photovoltaic industry. Twelve innovative research and development platforms for photovoltaic industry, such as quartz sand purification and photovoltaic glass engineering research center in Anhui Province, have been built. With the deep integration of
talents and industries and the "two-way rush" of cities and industries, Chuzhou is now striding towards the "photovoltaic capital of the world" with the growth of photovoltaic industry and the gathering of scientific and technological talents.