< Today's Highlights & >
1. Over 110 GW! Silicon Wafer Shipments in the First Half of 2023 TOP5 Released! (Click on the title to view the full text)
"Top Five Silicon Wafer Shipments in the First Half of 2023" List Is Released! According to the statistics of Digital New Energy DataBM. Com, based on the external shipment data of silicon wafers in the first half of 2023, the total shipment volume of silicon wafer external shipment manufacturers TOP5 is about 112.28 GW. With the expansion of Hongyuan Green Energy, Shuangliang Energy Conservation, Gaojing Solar Energy, Beijing Express and Meike Stock, the market has also formed a competitive pattern of "two super powers", and the shipment data of major manufacturers have attracted special attention.
over the same period last year. On the evening of September 21, Shuangliang Energy Conservation issued a performance forecast for the first three quarters of the industry. It is expected that the net profit attributable to shareholders of listed companies in the first three quarters of 2023 will be 1.35 billion to 1.6 billion yuan, compared with the same period last year. It will increase by about 520 million yuan to about 770 million yuan, an increase of 62.59% to 92.7% over the same period. It is estimated that the net profit deducted from non-return to the mother will be 1.27 billion to 1.52 billion, an increase of 59.32% to 90.68% compared with the same period last year.
3. Up to 5 million yuan, BIPV subsidy 1 yuan/watt!
On September 20, the People's Government of Pudong New Area of Shanghai issued a notice on organizing the declaration of the second batch of special fund projects for photovoltaic power generation in Pudong New Area in 2023. "Notice" points out that during the period from March 1 to October 31, 2023, photovoltaic power generation projects with a single installed capacity of not less than 200 kilowatts (the installed capacity of public institutions is not less than 50 kilowatts) invested in the Pudong New Area will be subsidized according to the installed capacity. The subsidy is 0.40 yuan/watt (the subsidy standard is 1 yuan/watt for the application of photovoltaic building integration (photovoltaic modules as building components)), and the maximum subsidy for a single project is not more than 5 million yuan.
< Project Progress >
on September 18. The People's Government of Tumote Right Banner, Baotou City, Inner Mongolia released two pieces of public announcement information: the public participation information announcement of environmental impact assessment of 40 GW solar photovoltaic silicon wafer project and high purity silicon project with an annual output of 120,000 tons of Baotou Xuyang Silicon Material Technology Co., Ltd . (The first time). It is understood that the two projects have been filed with the NDRC on September 7.
Data show that the total investment of the project with an annual output of 120000 tons of high purity silicon is 9.944 billion yuan, covering a total area of 1074 mu. The project is divided into two phases, with 60000 tons in the first phase and 60000 tons in the second phase. The planned construction period is from April 2024 to August 2029.
Annual output of 40 GW solar photovoltaic silicon wafer project, with a total investment of 11.046 billion yuan. The project is divided into three phases of construction, the first phase of construction of 10GW crystal pulling, the second phase of construction of 10GW crystal pulling and 20GW slice, and the third phase of construction of 20GW crystal pulling and 20GW slice. The planned construction period is from May 2024 to August 2029.
2. With an investment of $300 million, Daudal has entered the Indian solar and wind energy market
. According to foreign media reports, TotalEnergies, a French energy group, and Adani Green Energy Limited, India, have agreed to set up a joint venture. Operates 1.05 GW of solar and wind assets in India.
The French company said in a statement released today that as part of the deal, The French company will invest $ 300 million ( 280.3 million euros ) for a 50% stake in a portfolio of assets offered by Adani Green.
The target portfolio consists of 300 MW of operating assets , 500 MW of projects under construction and 250 MW of projects under development.
, Xiexin Science and Technology announced that its Inner Mongolia Xinhuan Silicon Energy Technology Co., Ltd. (Hohhot Base) 100000 tons of granular silicon production capacity had been formally put into production on September 21, and the output quality fully met the production demand of N-type products.
The announcement pointed out that the Hohhot base is the fourth granular silicon production base of the company after Xuzhou, Leshan and Baotou. The project officially started construction on November 21, 2022, with a total construction period of 10 months, setting the world's fastest record for the construction speed of 100,000-ton polysilicon projects. With the continuous optimization and upgrading of the modular system of granular silicon, the production capacity of the Hohhot base project will reach 120000 tons. 4.36
on the morning of September 20, 2023 World Manufacturing Convention opened in Hefei, Anhui Province. A total of 587 cooperative projects were signed at the conference, with a total investment of 342.5 billion yuan and a contractual investment of 312.8 billion yuan.
Among them, Li Menglin, Secretary and Vice President of the Party Committee of Zhonghuan New Energy Holding Group, Li Ba, Vice President of Zhonghuan New Energy Holding Group and Chairman of Zhonghuan Low Carbon (Anhui) New Energy Photovoltaic Technology Co., Ltd. On-site contracts were signed for the construction project of 16GW high-efficiency battery, 4GW module production base and 600MW photovoltaic power station in Fengtai County, Huainan City, Anhui Province, and the 20GW high-efficiency battery production and manufacturing project in Tongcheng City, Anqing City, Anhui Province.
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