< Today's Highlights & >
1. Silicon materials fell, silicon wafers fell to a new low, modules approached 1.1 yuan, the fourth quarter of the photovoltaic market can not carry? (Click on the title to view the full text)
Recently, the Silicon Branch has released the prices of polysilicon and silicon wafers. After several weeks of stagnation, the price of polysilicon has fallen across the board, while the price of silicon wafers has fallen sharply for the second time in a row. At the same time, the prices of cells and components are also continuing to fall, and the fourth quarter of the photovoltaic industry chain is facing challenges!
of PV subsidy policies of provinces and cities in the third quarter of 2023 Since the third quarter, a total of 21 new subsidy policies involving PV and energy storage have been introduced in 9 provinces and cities. Among them, Guangdong ranks first, with six subsidy policies, followed by Zhejiang, with four policies, three in Shanghai, two in Beijing and Jiangsu, and one in Henan, Yunnan, Chongqing and Shandong.
< Project progress >
1. Total investment: 3.5 billion!
On October 15, Linxia Semiconductor Photovoltaic Industrial Park of Gansu Xiansi New Materials Co., Ltd. held a grand opening ceremony for the monocrystalline silicon project. It is reported that the total investment of the project is expected to reach 3.5 billion yuan, of which the first phase investment is 560 million yuan, covering an area of 33318. 16 square meters, with a total construction area of 52000 square meters.
on October 14, and the comprehensive investment promotion meeting of the 26th China Xuzhou Investment Fair was held in Dalong Lake, Xuzhou. At the promotion meeting, Tongshan District and Xuzhou High-tech Zone signed nine projects, covering high-end equipment manufacturing, new energy, semiconductor, biomedicine and other fields, with a total investment of 21.43 billion yuan.
It is reported that the total investment of Honghui Energy Flywheel Energy Storage Assembly Manufacturing Base project is about 1.2 billion yuan, which will be implemented in two phases to build an assembly line with an annual output of 40000 flywheel energy storage devices. Changzhou Changdian Solar Photovoltaic Cell Industry Chain Series Project, with a total investment of about 1 billion yuan, produces consumable parts in the solar cell industry chain, mainly including quartz feeder, furnace tube, quartz boat, resin plate, carbon felt, tungsten steel wire, etc.
and signed 7 projects, with a total investment of 27.38 billion yuan and 2 projects of more than 10 billion yuan! On October 12, the 6th China (Huai'an) International Food Exposition and Golden Autumn Economic and Trade Fair opened in Huai'an, Jiangsu Province. At the meeting, the government of Jinhu County, Huai'an City, Jiangsu Province, signed a number of projects with large investment scale and strong driving capacity, such as 25 GW high-efficiency photovoltaic cells and components manufacturing of Shanghai Dongjian Digital Energy Technology Group Co., Ltd. with a total investment of 14.58 billion yuan, 20 GWH energy storage batteries and intelligent equipment manufacturing of People's Holding Group Co., Ltd. with a total investment of 10 billion yuan.
4. Chint New Energy: 2GW put into production! Sign up again for 10GW!
On October 13, the commissioning ceremony of 2GW TOPCon battery project of Zhengtai Xinneng Jiuquan Base was held in Jiuquan Jingkai District, Gansu Province.
Data show that Zhengtai Xinneng Jiuquan Base was built in 2021, with 2G W high-efficiency crystalline silicon module production line. This year, Zhengtai Xinneng "upgraded" Jiuquan project base and invested another 1.5 billion yuan to expand the production line of 2GW TOPCon high-efficiency crystalline silicon cells to achieve annual production capacity of 2GW high-efficiency components and 2GW high-efficiency cells. This time, the 2GW TOPCon battery project of Zhengtai Xinneng Jiuquan Base was put into operation, which strongly boosted the demand of photovoltaic business in Northwest China of Zhengtai Xinneng, and also helped the company achieve the production capacity target of 53 GW batteries and 55 GW components by the end of 2023.
On October 13, Yuneng Science and Technology announced that the company planned to invest 120.4267 million yuan to implement the "Yuneng 30 MW Distributed Photovoltaic Power Station Construction and Operation Project", in which 100 million yuan of over-raised funds will be used. The remaining part is made up by Jiaxing Yuzhong, a wholly-owned subsidiary of the main company implementing the project, with its own funds. 6.2 10
GW pull rod + 3GW components, Changzhou Xiangfeng three projects will be signed
on October 13, Inner Mongolia Xilinhot Investment Network news, in order to implement the municipal committee, the government's investment promotion work deployment, increase the service to enterprises. Jiangsu Changzhou Xiangfeng Industrial Development Group Co., Ltd. invested in the construction of two 10g W single crystal rod drawing projects and 3GW photovoltaic module projects, which are progressing smoothly. It is planned to hold the "Inner Mongolia Autonomous Region Investment Promotion Conference and Cooperation Project Signing Ceremony" in Shenzhen on the 20th of this month to achieve the signing of the contract. The total amount of the three projects is 5 billion yuan.
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