Photovoltaic enterprises set off a "fund-raising tide", and listed companies piled up to lay out heterojunction batteries.

< Today's Highlights & >

1. Exceeding 283.266 billion yuan! Since the beginning of

2023, the total value (excluding US dollars) of the announced listed financing, directional fund-raising and convertible bond issuance plans in the photovoltaic circle has exceeded 283.266 billion yuan. Forty companies are listed and 44 companies are expanding their production capacity. Among them, the total amount of IPO fund-raising exceeded 116.52 billion yuan, covering silicon materials, silicon wafers, batteries, components, inverters, power plants and other fields. Longji Green Energy plans to raise no more than 19.996 billion yuan by issuing GDR to promote the landing of new high-efficiency battery projects. In the refinancing part, the total financing amount of 44 enterprises such as Huaneng International and Dongfang Risheng exceeded 166.746 billion yuan.

2. Listed companies piled up heterojunction battery

industry insiders said that the core factor restricting the industrialization of heterojunction technology is the high cost, including slurry cost, target cost, equipment cost and so on. If the cost reduction measures exceed expectations, the industrialization process of heterojunction technology will be greatly accelerated. At present, the leading enterprises have entered the stage of large-scale production and have the ability to supply in batches. It is expected that the domestic shipment of high-efficiency heterojunction batteries will reach 15GW in 2023.

3. Five years of accumulated losses of 730 million yuan to bet on photovoltaic turnaround 35 interconnection subsidiary seven months of investment of 695 million yuan, valuation of 2 billion yuan, an increase of 4.6 times

in nearly seven months, Tianjin Communications implemented the third capital increase and share expansion, a total of 695 million yuan of capital increase. The pre-investment valuation of Tianjin Communications has reached 2 billion yuan, an increase of 1.34 billion yuan over a month ago, an increase of 2.23 times, and an increase of 1.64 billion yuan in just seven months, an increase of nearly 4.6 times. From 2018 to 2022, the 35 Interconnection has suffered net profit and non-net profit losses for five consecutive years, with cumulative losses of 729 million yuan and 768 million yuan, respectively.

< Project Progress >

1. Add 322 million! On July 18, the global photovoltaic silver paste leader planned to invest in the construction of new projects

, and the global photovoltaic silver paste leader Juhe Materials announced the use of part of the over-raised funds to invest in the construction of new projects.

2. Serve the "big donors" well! This quartz crucible enterprise raises funds to help TCL Central Project

Oujing Technology raise no more than 470 million yuan for the construction of Ningxia Quartz Crucible Phase I Project, Ningxia Quartz Crucible Phase II Project and Supplementary Liquidity Project.