Jingao Science and Technology also announced a new plan for integrated investment and expansion.
On February 4, Jingao Science and Technology announced that it planned to expand the company's integrated production capacity, invest in Huishan's annual output of 500 single crystal furnaces and Huishan's annual output of 100 tons of pulp, with an estimated investment of 356 million yuan.
This announcement is just half a month away from the last 40 billion integrated expansion plan that caused a sensation in the industry.
For the investment on February 4, Jingao Technologies said that according to the company's future plan, the production capacity of components will continue to expand, and the demand for auxiliary materials will continue to increase. After the auxiliary materials project is put into operation, it can meet part of the demand, which is conducive to ensuring the stable supply of raw materials. The investment and construction of
the above projects are in line with the strategic needs of the company's future capacity planning, and are conducive to improving the company's vertically integrated industrial chain layout.
This is the second time in half a month that the 100 billion giant has announced an integrated expansion plan.
Half a month ago, the company just announced an expansion investment plan with a total investment of 40 billion yuan.
On January 20, Jingao Science and Technology announced that Jingao Solar Energy Co., Ltd., a wholly-owned subsidiary of the company, signed an agreement with the Ordos Municipal People's Government to build a low-carbon industrial park project in the whole photovoltaic industry chain in Ordos City. The project includes the construction and production of 150000 tons/100000 tons of photovoltaic raw materials, 20GW crystal pulling, 20GW silicon wafers, 30GW photovoltaic cells, 10GW photovoltaic modules and supporting auxiliary materials, with a total investment of about 40 billion yuan. With
an annual investment of nearly 90 billion yuan, the strategy of "One Body, Two Wings" has been gradually implemented
. In fact, since 2010, Jingao Technology has gradually laid out its own integrated industrial chain from the battery sector to the upstream silicon wafer and downstream components, power plants and other sectors.
Especially in 2019, the company successfully listed on the A-share backdoor, and its financing capacity was significantly enhanced, which helped the company to further expand its production. In the
2021 report, Jingao Science and Technology first put forward the strategy of "one body, two wings". "Integration" refers to the business of silicon rods, silicon wafers, photovoltaic modules and batteries, which is a more vertical industry around the photovoltaic industry chain.
"Two wings" mainly refers to the two major business divisions of Jingao Intelligent Energy and Photovoltaic New Materials. The former includes three major businesses: centralized ground power station, industrial and commercial distributed power station and household optical storage.
Over the next year, Jingao Science and Technology has invested nearly 90 billion yuan in nine integrated projects, involving crystal pulling, slicing, batteries, components, component auxiliary materials, photovoltaic energy storage power generation and equipment auxiliary materials.
Today, the "integration" of Jingao Science and Technology has taken shape!
In recent years, the first-line photovoltaic enterprises have become more and more inclined to integrated construction, and the scale and frequency of investment have become larger and larger.
For example, Longji Green Energy announced on January 17 that the company plans to build an annual output of 100g W monocrystalline silicon wafer project and 50g W monocrystalline battery project in Xixian New Area of Shaanxi Province, with a total investment of 45.2 billion yuan. This is called the largest expansion in China's photovoltaic history.
Jingke Energy also announced on February 6 that it would raise 10 billion yuan to expand the production capacity of high-quality products such as silicon rods, batteries and components.
In addition, the first-line leading enterprises such as Oriental Hope, Trina Solar Energy and Xiexin Integration all coincide with the strategy of "integration" expansion, competing to increase the number for fear of lagging behind.
In recent years, with the policy dividend, industry outbreak and demand blowout, almost all large and medium-sized photovoltaic enterprises have greatly expanded production, and are still accelerating. Vertical "integration" has become the standard of enterprises, which has set off a round of military competition in the photovoltaic industry. The "integrated" expansion layout of
photovoltaic enterprises can not only effectively control terminal costs and gain advantages in profit distribution in the industrial chain, but also further ensure the timely delivery of orders and ensure the company's industry status and income stability. As far as the
eye can see, the "integration" expansion of photovoltaic industry will inevitably become the main theme of the development of photovoltaic industry in 2023.
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