Jiangsu Photovoltaic is strong! 55 photovoltaic listed companies, more than 100 thousand employees!

In 2022, Jiangsu's regulated photovoltaic enterprises will create output value of 615.924 billion yuan, and the export of photovoltaic products will be 190.In 2022, the output of silicon wafers in Jiangsu will be 114.67 GW, accounting for 32.12% of the country; the output of cells will be 124.91 GW, accounting for 39.28% of the country; The module output is 127.58 GW, accounting for 44.

Jiangsu has about 450 photovoltaic manufacturing enterprises. Trina Solar, Atlas, Zhonglai Stock, Maiwei Stock, Goodway, Shangneng Electric, etc.

Jiangsu photovoltaic manufacturing industry is undoubtedly the first in China. So why does Jiangsu photovoltaic manufacturing industry achieve today's status, when the industry is surging, when the next cycle comes, how does Jiangsu photovoltaic manufacturing industry perform, what is the future trend, and what is the reference significance for China's photovoltaic industry? The exploration of business model, the spirit of market development and the persistence of technology can be said to lead the whole country. In the photovoltaic manufacturing industry, Jiangsu has also played a leading role.

In 2001, Shi Zhengrong, whose ancestral home is Yangzhong City, Zhenjiang, Jiangsu Province, returned to China and founded the photovoltaic manufacturing enterprise "Suntech Power". The company is in Wuxi, Jiangsu Province, because the Wuxi Municipal Government has given Shi Zhengrong the greatest support, not only providing land, tax and fee concessions, but also leading eight state-owned enterprises to invest $6 million in Suntech.

At that time, the photovoltaic manufacturing industry in China was almost a stage that had not yet started, and almost no one was optimistic about its development prospects. The Wuxi municipal government is very forward-looking, and the results are naturally fruitful. In only four years, Shi Zhengrong went to Nasdaq to ring the bell and achieved the myth of the richest man. In the heyday of Suntech, there were more than 100 supporting enterprises and more than 100,000 photovoltaic employees. Wuxi has not only become the birthplace of China's photovoltaic industry, but also created a large number of jobs and tax revenue, which is the most realistic harvest.

Also in 2001, Qu Xiaohua, whose ancestral home is Changshu, Jiangsu, founded Atlas in his hometown. In 2006, Gao Jifan's Trina Solar landed on the New York Stock Exchange, and in the same year, Zhu Gongshan, another later photovoltaic giant, entered the

from generation to generation, each leading the way for hundreds of years. Photovoltaic industry has its own development cycle, those once star enterprises rise and fall, or even go bankrupt, but Jiangsu's photovoltaic industry is deeply rooted, and has created new brilliance.

Therefore, China's photovoltaic industry has been export-oriented almost since its birth. As a gateway to the southeast coast, Jiangsu is an important export base and manufacturing base for China's foreign trade. Therefore, the photovoltaic industry has the right time and place to take root and sprout in Jiangsu.

Other than that, it's manpower. This includes a group of photovoltaic talents from Jiangsu, such as Shi Zhengrong, Yang Huaijin, Zhao Jianhua and Qu Xiaohua, who returned to China to start their own businesses and played a leading role in demonstration. Including Gao Jifan, Zhu Gongshan, Xu Guangfu and other local entrepreneurs in Jiangsu, of course, Jiangsu governments at all levels have also played an important role in promoting and guiding.

As early as 2004, Jiangsu Provincial Science and Technology Department put forward the photovoltaic industry as a key development area of scientific and technological support. Under the interweaving of various forces, Jiangsu's photovoltaic manufacturing industry has developed rapidly.

However, the development of any industry will not be smooth sailing, especially in industries with strong periodicity such as photovoltaic. In 2008, with the outbreak of the financial crisis, photovoltaic subsidies in Europe and the United States declined, market demand shrank, while domestic prices of photovoltaic products plummeted due to overcapacity. Photovoltaic enterprises in Jiangsu are facing a huge crisis, and even like Suntech in Wuxi, they have suffered major setbacks and have never recovered. But this does not affect the further development of Jiangsu's photovoltaic manufacturing industry.

In 2009, the Jiangsu Provincial Government set up a coordination group for the promotion of photovoltaic industry. Although it is called a group, it has a very high level, consisting of the executive vice governor as the group leader, the director of the Development and Reform Commission, the deputy Secretary-General of the provincial government, the deputy director of the provincial finance department and the deputy director of the provincial economic and trade department. The provincial government took the lead in demonstrating that a number of prefecture-level and county-level municipal governments, such as Wuxi, Suzhou, Changzhou, Nanjing, Nantong and Xuzhou, were keenly aware that the photovoltaic industry was a new and rising industry, and timely support was given to land, capital and talent introduction. Jiangsu photovoltaic manufacturing industry has finally moved from a low ebb to a new peak.

In 2020, China put forward the double carbon target, which provides a new opportunity for the development of photovoltaic industry. Municipal governments in Jiangsu have seized the opportunity and formulated grand industrial development goals. In the 14th Five-Year Plan for Energy Development

, Lianyungang proposed to speed up the development of photovoltaic equipment industry, guide enterprises to upgrade their technology and intelligent transformation, and encourage enterprises to develop the next generation of N-type battery technology.

Yancheng Municipal Government has proposed that by 2025, the production capacity of photovoltaic modules and batteries will exceed 100 gigawatts. There are 1-2 leading enterprises with invoice sales exceeding 10 billion yuan, 6-8 enterprises with invoice sales exceeding 5 billion yuan, 20 enterprises with invoice sales exceeding 1 billion yuan and 1-2 listed companies.

Taizhou Municipal Government proposes to focus on the development of new generation solar modules and power stations, such as monocrystalline silicon, high-efficiency heterojunction, copper indium gallium selenide thin film, to guide photovoltaic enterprises to develop upstream silicon wafers and substrates, and to realize the localization of main photovoltaic equipment and key supporting materials.

Suqian proposes to build China's "photovoltaic capital", focus on the development needs of "new infrastructure", vigorously develop photovoltaic raw materials, battery components and supporting components, and strive to break through 100 billion yuan in industrial scale by 2025.

First,

once upon a time, China's photovoltaic enterprises were very local. Jiangsu entrepreneurs developed photovoltaic industry based on Jiangsu, Hebei entrepreneurs set up factories in Hebei, and Shaanxi enterprises based on Shaanxi. However, with the integration of industries and the promotion of upstream and downstream synergy, photovoltaic enterprises, especially leading enterprises, have established industrial chains throughout the country. Jiangsu has become an important development base for these enterprises.

Longji has established an industrial cluster in Jiangsu, including Wuxi Hydrogen Equipment Factory, Wuxi Slice Factory, Taizhou Battery Factory, Taizhou Component Factory and Jiangsu Component Factory. Tongwei Yancheng Component Factory has become an important base for expanding its component production capacity. Jingao Science and Technology has invested 10 billion yuan to build 10g W photovoltaic cells, 10g W photovoltaic modules and supporting projects in Dongtai, Jiangsu Province. Trina Solar has built 45GW battery and component projects in Huaian, Suqian, Changzhou, Yangzhou and Yancheng. Atlas invested 15 billion to build 14 GW silicon wafers, 10 GW batteries, 10 GW modules and energy storage projects. In addition, TCL Central, Zhonglai Stock, Zhengtai Xinneng, Follett and other leading enterprises have signed new projects in Jiangsu.

Secondly, aiming at advanced technology

at the critical moment of technology iteration, Jiangsu photovoltaic manufacturing industry has maintained its enthusiasm for pursuing high and new technology. Since 2022, 413 new landing battery projects have been signed. Among them, the project with TOPCon battery technology route is 264.5G W, accounting for 63. The project with HJT technology route is 64.3GW, accounting for 15. This means that the project with N-type technology route accounts for 79. Large-size and N-type silicon wafers are also the mainstream in the field of silicon wafers. The POE film in the film field and the new N-type production equipment are the key points

in the layout of the new round of expansion of Jiangsu's manufacturing industry.

Head enterprises TCL Zhonghuan, CNC, Shuangliang Energy Conservation, Atlas, Zhongrun Solar Energy and other enterprises have new projects landing in various cities of Jiangsu Province.

There are 46 battery projects, with a total scale of 413, including Longji Green Energy, Trina Solar, Atlas, Runyang Science and Technology, Zhongrun Solar Energy, Junda Stock and other leading enterprises." At the same time, it also includes cross-border enterprises such as Shanghai Electric, Zhongke Yunwang, Bangjie Stock and Ganjing Garden. There are 26

component projects, with a total scale of 237.

There are 23 auxiliary material projects, with a total investment scale of 470. This includes not only many quartz sand and quartz crucible projects that are in short supply in the current industry, but also film, silver paste, diamond wire, frame, junction box, etc. It can be said that the expansion is all-round.

According to the statistics of International Energy Network/Photovoltaic Headline, since 2022, 2727. Among them, Yangzhou has introduced investment 522. In addition, Yancheng, Xuzhou and Lianyungang are among the top. It should be noted that many projects do not disclose the specific amount of investment, so compared with the actual situation, the amount of investment will be more.

From July 6 to 7, Jiangsu Photovoltaic Industry Association, together with the All-Media Platform of the International Energy Network and the National Energy Research Institute, organized the Third Jiangsu Photovoltaic Storage Industry Development Forum, inviting relevant authorities, leaders of the two networks, senior experts and scholars, industry organizations, financial institutions, relevant third-party organizations and other power energy industries. Communicate together and seek the future.