After years of capacity undertaking and deep cultivation of the industry, in 2022, the output value of the whole photovoltaic industry chain in the province reached 107.3 billion yuan , leaping to 100 billion-grade industry. From January to June this year, the output value of green silicon in Yunnan Province has reached 53.54 billion yuan , and the photovoltaic industry in Yunnan has steadily entered the "100 billion era".
Looking at the national photovoltaic industry layout, Yunnan's industrial silicon and monocrystalline silicon wafer production capacity ranks second in the country, and plays an important role in the upstream manufacturing pattern. Starting from the "100 billion era", in the new round of industrial transfer and regional cooperation, Yunnan has given full play to the advantages of green energy, silicon resources and photovoltaic resources, joined the competition of the whole industrial chain, and shaped the development advantages of the "photovoltaic capital".
From "cost depression" to "magnetic attraction effect"
into Qujing Longji Silicon Material Co., Ltd., located in Jingkai District of Qujing City, the products that highly match the market are dazzling. Longji Longjin Photovoltaic Glass Curtain Wall and Longji Green Energy Building Photovoltaic Integrated Photovoltaic Roof Components, which are customized for the reconstruction of Beijing Workers'Stadium, are presented one by one, showing the cutting-edge products in the field of photovoltaic applications and the ever-changing development track.
As one of the commanding heights of global advanced industry competition, photovoltaic industry is currently at the same starting line with the world's advanced level and has competitive advantages. The new development stage puts forward more urgent and strict requirements for the upstream links of the photovoltaic industry chain in terms of electricity cost and carbon footprint management. Grasping the transfer and expansion demand of industrial development, Yunnan takes the important advantage of green energy as a breakthrough to undertake opportunities.
In 2016, an agreement opened the prelude to Yunnan's 100 billion-grade photovoltaic industry. Longji Green Energy (formerly Longji Stock), a leading photovoltaic enterprise , signed a strategic cooperation framework agreement with the provincial government, which includes driving related industries to jointly build a 100 billion-grade monocrystalline silicon photovoltaic industry cluster in Yunnan. Up to now, Longji Green Energy has invested in silicon photovoltaic industry in Lijiang, Baoshan, Chuxiong, Qujing and other places, and Yunnan has become Longji's largest production base of silicon rods and wafers in the world. The expansion of Longji Green Energy of
Yunnan Tongwei High Purity Silicon Co., Ltd.
in Yunnan has made its business income grow rapidly, and its ranking in the "Top 500 List of China's New Economic Enterprises" jumped from 52nd in 2020 to 10th in 2023. The successful experience of taking the lead in layout has attracted the attention of many photovoltaic enterprises, and the new production capacity of Jingao, Sunshine and other enterprises has also settled in Yunnan successively.
In order to further promote the deep integration of green energy and green advanced manufacturing industry and promote the development of photovoltaic industry, last year, the Provincial Development and Reform Commission and the Provincial Office of Industry and Information Technology jointly issued the "Three-year Action for the Development of Photovoltaic Industry in Yunnan Province (2022-2024)" and "Policies and Measures for Supporting the Development of Photovoltaic Industry", which are aimed at promoting the development of photovoltaic industry. The objectives of building a photovoltaic industry cluster and a photovoltaic capital in China are clearly defined, and a series of policies and measures are defined from the aspects of supporting the construction of projects to extend the chain and strengthen the chain, building a green low-carbon photovoltaic industry park, technological innovation and research and development of core technology groups, reducing costs and increasing efficiency of enterprises, and opening up international markets.
"If the investment in the early stage is more concerned about the" cost depression ", then the expansion investment at this stage is based on the attractiveness of the cluster and the business environment." In September 2017, after several investment income calculations and rounds of negotiations, Jinzhou Sunshine Energy Co., Ltd., a leading photovoltaic enterprise, successfully signed a contract with Qujing City to invest in the construction of 1GW monocrystalline silicon rods and 1GW monocrystalline silicon wafers in Jingkai District. Standing in front of the first phase of the project, Huo Xuewei, Minister of Administration of Qujing Sunshine New Energy Co., Ltd., is full of confidence in the second and third phases of the project under construction. The gradient transfer of
photovoltaic manufacturing capacity at the construction site
of Xinyi Polysilicon Project helps Yunnan to add 100 billion-grade industries, and the upstream advantage nodes continue to highlight. The production capacity of industrial silicon and monocrystalline silicon wafers accounted for 18.3% and 17.7% respectively in China. On this basis, how to achieve further breakthroughs has become an urgent problem to be solved in the development of photovoltaic industry in Yunnan. In
recent years, Yunnan has consolidated and promoted the advantages of the leading links, vigorously promoted the extension of the chain, broken through the limitations of the industrial chain, optimized the layout, improved the utilization rate of industrial silicon production capacity, accelerated the construction of key polysilicon projects under construction, and actively supported the development of supporting industries such as batteries and photovoltaic modules. Build a "photovoltaic capital". In Qilin Industrial Park
of Qujing City, the site construction of Xinyi 200,000 tons of polysilicon supporting 20,000 tons of white carbon black project is in full swing . "At present, the project is starting the construction and installation of the upper part of the project and striving to be completed by the end of this year." Sun Xiaohui, marketing manager of Xinyi Solar Energy Holdings Co., Ltd., said that in February this year, Xinyi Glass Group invested 23 billion yuan to build polysilicon supporting white carbon black, photovoltaic module cover plate and high-quality float glass projects in Qujing. The three projects will fill the gaps in the upstream and downstream of Qujing photovoltaic industry chain and form a closed-loop development of the industry chain of "polycrystalline silicon-monocrystalline silicon rods-monocrystalline silicon wafers-cells-components-applications".
Xinyi's "admission" releases a positive signal of Yunnan's vigorous layout of the whole photovoltaic industry chain. Based on the industrial base and resource advantages of each city, Yunnan takes Qujing as the core area of photovoltaic industry, promotes the four key development zones of Baoshan, Chuxiong, Lijiang and Zhaotong, and promotes the coordinated development of Dali, Dehong, Kunming and Honghe with development potential and supporting capacity, thus forming a "1 + 4 + 4" spatial layout of photovoltaic industry development. Industrial silicon is mainly distributed in Baoshan, Dehong, Nujiang, Zhaotong and other prefectures and cities with abundant silicon resources; polysilicon and monocrystalline silicon are mainly distributed in Qujing, Baoshan, Lijiang, Chuxiong and other prefectures and cities with abundant green energy; the downstream industry chain of silicon photovoltaic is mainly distributed in Qujing, Chuxiong, Honghe and other prefectures and cities with good manufacturing foundation, and the development trend of the whole industry chain is taking shape.
As of June this year, the province's photovoltaic industry chain has built 1.15 million tons of industrial silicon production capacity, 52000 tons of polysilicon, 133 GW of monocrystalline silicon rods, 117 GW of monocrystalline silicon wafers, 10 GW of batteries and 6.25 GW of photovoltaic modules . 7 GW installed photovoltaic power generation capacity has been built . On the basis of 2022, the completed monocrystalline silicon rods increased by 20 GW, monocrystalline silicon wafers increased by 18 GW, cells increased by 5 GW, modules increased by 1.25 GW; the newly built photovoltaic power generation installed capacity was 7 GW, and the photovoltaic industry structure was further adjusted and optimized.
At the same time, the photovoltaic enterprises in Yunnan continue to spread the news of "speed-up". In April, the monocrystalline silicon rod project of Yuze Company was put into operation in 10GW of Guangnan, and started construction in 10GW of Dongchuan and 20GW of Chuxiong, realizing the leap from Yuze in Jiangxi to Yuze in Yunnan, growing rapidly into a unicorn enterprise in China and becoming the industry leader in N-type slicing. In May, on the basis of the original production of P-type PERC cells, Jingke Energy Company launched the first N-type TOPCON high-efficiency solar cell in Yunnan Province, enriching the technical route of the photovoltaic industry chain. On July 1, the first production line of 13 G W N high-efficiency solar cells in Runyang, Yunnan, was completed, filling the gap in the production of cells in Qujing.
According to the market rules, creating the basis for regional cooperation and forming a market-oriented cooperation mechanism, Yunnan will make up for the shortcomings in the sustainable development of the photovoltaic industry, narrow the potential energy gap with the industrial transfer sites, and make every effort to promote the grafting of high-end talents, the introduction of innovative elements and the sharing of industrial resources, so as to truly achieve regional coordinated development.
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