On September 12, Dongfang Electric Heating released a record of recent investor relations activities. At the online exchange meeting, Dongfang Electric Heating said that in 2022, the company signed an order of 3.38 billion yuan (including tax) for polysilicon . It is expected that most of the sales revenue will be recognized this year, and the rest will be carried forward to 2024. In addition, the company's polysilicon business order target this year is 2 billion yuan (including tax) (more than 1 billion in the first half of the year), most of which will confirm sales revenue next year.
At the same time, the company also pointed out that the investment amount of new polysilicon projects is generally 8-10 billion yuan/10000 tons, of which about 10% is the investment of polysilicon electric heater and polysilicon reduction furnace. At present, the domestic polysilicon production capacity has exceeded 2 million tons. The service life cycle of polysilicon production equipment is generally 10 years. Assuming that 10% of the equipment is replaced every year, even if the investment in new projects is not considered, the amount of replacement of the original equipment is very large.
In terms of lava energy storage, the company's early layout of molten salt energy storage has landed orders, and sales revenue is expected to be confirmed next year.
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