2023, the signing ceremony of Qinghai Lihao Semiconductor Phase III 100000 tons of high-purity silicon green energy project was solemnly held in Yibin City, Sichuan Province.
Yibin Development Venture Capital Co., Ltd., Gongxian People's Government and Qinghai Lihao Semiconductor Materials Co., Ltd. jointly signed an annual output of 100000 tons of photovoltaic grade high-purity polysilicon + 2000 tons of electronic grade crystalline silicon project.
It is reported that Qinghai Lihao project covers an area of 2600 mu, with a total investment of 18 billion yuan, and is divided into three phases to build a high-purity silicon production project with an annual output of 200000 tons. On July 30,
2022, Qinghai Lihao Semiconductor Materials Co., Ltd. held the commissioning ceremony of Phase I High Purity Silicon Project and the commencement ceremony of Phase II Project. On August 22,
2022, Qinghai Lihao Semiconductor Phase I 50,000-ton high-purity crystalline silicon project successfully produced the first batch of genuine materials. The silicon materials produced this time grew well in appearance, and the quality and quality reached the expected level, achieving a high-quality start. It is only 20 days away from production, setting the shortest time record for the production of genuine silicon materials in the industry. On September 27,
2022, Qinghai Lihao Semiconductor officially announced the completion of 2.2 billion yuan B round of financing. This round of funds will be used for the company's 200000 tons of high-purity silicon phase II project construction and technology research and development. Silicon material is the link with the highest technical and capital barriers, rigid production capacity and the longest expansion cycle in the
photovoltaic industry chain, which is considered as the most valuable investment link in the photovoltaic industry chain by the primary market, and will usher in great opportunities in the future.
From the perspective of demand, countries around the world have generally formulated renewable energy transformation plans, and there is room for high growth in terminal demand. According to China's dual-carbon strategic goal, the total installed capacity of PV in China is expected to reach more than 1200 GW in 2030. In the future, the total scale of global photovoltaic installation will be greatly increased, which will bring more demand space for raw material high-purity silicon.
However, from the supply level, high-purity silicon, as the upstream of the photovoltaic industry chain, has many factors in the manufacturing sector, such as large capital investment, longer construction cycle than other links in the photovoltaic industry chain, high site selection requirements, and high process barriers, which lead to the endogenous development of the supply side slower than growth rate of the demand for photovoltaic installation, and there is a stage between supply and demand. It has become a bottleneck restricting the development of the industry. The establishment of
Qinghai Lihao is to help solve this bottleneck. In this context, Qinghai Lihao has a clear production capacity plan, and its output is climbing rapidly. It is expected that the third phase of production capacity of more than 200,000 tons will be achieved to make up for the national capacity gap of high-purity silicon.
浙公网安备33010802003254号