< Today's Highlights & > 1.
2023 Hurun China Energy Private Enterprise TOP100 (click on the title to view the full text)
On September 7, Hurun Report released the "2023 Hurun China Energy Private Enterprise TOP100". Ningde Times has become the most valuable private enterprise in China's energy industry with 1 trillion yuan. Five photovoltaic enterprises, Longji Green Energy, Sunshine Power Supply, Tongwei Stock, Jingke Energy and TCL Central, rushed into the top ten!
. On September 7, CITIC Bo announced the record of investor relations activities. At the performance presentation meeting, it said that according to the forecast of Wood Mackenzie Research Institute, in 2023, The new installed capacity of photovoltaic in the world will reach a record high of more than 250GW, an increase of 25% over the same period last year. With the decline in the price of upstream silicon materials, the construction of centralized ground power stations at home and abroad is accelerating. In particular, the high penetration rate of tracking stent in the international market will drive the growth of the sales scale of the company's main product tracking stent system. In the first half of 2023, the company's stent system orders in hand were about 2.966 billion yuan (tracking stent about 1.96 billion yuan, fixed stent about 1 billion yuan).
of September 7, Jinyang New Energy announced that it had successfully built the first production line of a new generation of HBC batteries this month. The new generation of HBC battery production line will become the world's first mass-produced HBC battery production line. The Group's strategic partner Fujian Jinshi Energy Co., Ltd. and the National Advanced Photovoltaic Engineering Research Center jointly built by the Group officially announced that the conversion efficiency reached 27.42%, and it will become the only mass production line in the world with a conversion efficiency of more than 27.0% for the first time, leading the heterojunction technology into the mass production of back contact batteries ( "BC batteries").
< Project Progress >
on September 8. (Hereinafter referred to as "Nantong Robo"), a wholly-owned subsidiary of the company, recently received the "Notice of Winning the Bid" from Trina Solar Energy Co., Ltd. It was confirmed that the Company and Nantong Lobo, a wholly-owned subsidiary of the Company, became the successful bidder of Trina Solar's "Battery 40GW: Huai'an Phase III + Dongtai + Tinghu + Yangzhou" project (hereinafter referred to as the "Project"). The winning equipment was photovoltaic automation equipment, and the total amount of the winning bid was RMB 357.84 million (tax inclusive).
2. Shanxi signed 30 major projects! The total investment is 51.4 billion yuan!
On September 7, the signing ceremony of major projects of the 2023 Taiyuan Energy Low Carbon Development Forum was held in Taiyuan. A total of 30 major projects were signed on the spot, with a total investment of 51.414 billion yuan. The signing ceremony focused on new energy, high-end equipment manufacturing, new materials, energy conservation and environmental protection and other industrial fields and cooperation directions, including the 200 MW photovoltaic project in Xinghualing District, Taiyuan City, Shanxi Province, the virtual power plant project of "integration of source, network, load and storage", and the hydrogen production and hydrogenation station project.
3. Involving batteries and silicon materials, Zhonglai has made new progress
in three major projects. On the evening of September 7, Zhonglai issued an announcement on the investment progress of important projects. The announcement disclosed the progress of the company's 16GW high-efficiency monocrystalline battery intelligent factory project, 200000 tons of industrial silicon and 100000 tons of high-purity polysilicon project, and 250 million square meters of general-purpose (transparent, white, black, etc.) photovoltaic backplane project. The first phase 8GW of the company
's 16GW high-efficiency monocrystalline battery intelligent factory project has been put into operation, and the second phase 8GW project equipment is gradually entering and installing. The project with
an annual output of 200,000 tons of industrial silicon and 100,000 tons of high-purity polysilicon has completed the new establishment of the silicon material project company, and the silicon material project has obtained the record certificate of Shanxi enterprise investment project. At present, the environmental impact assessment report and energy-saving assessment report of the project are being commissioned by a third party. It is in the third-party evaluation stage of the pre-approval formalities.
Annual output of 250 million square meters of general (transparent, white, black, etc.) photovoltaic backplane project As of the disclosure date of this announcement, the project has completed the project approval, and has obtained the EIA approval, the company will accelerate the follow-up work of the project.
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