June, Jietai New Energy Investment (Hong Kong) Co., Ltd., a subsidiary of Junda Co., Ltd., signed a strategic cooperation agreement with Schmid Pekinta Pekintaş Energy, Turkey. The two sides will jointly build the first phase of 2G W high-efficiency photovoltaic cell production base in Turkey, and later plan to expand to 5G W .
In fact, many Chinese photovoltaic enterprises , including Junda shares, have successively turned their attention to the land of Turkey, and have fallen into the layout one after another. Now, with its unique geographical advantages and policy dividends , Turkey has grown into one of the hot photovoltaic industry highlands along the "the Belt and Road".
But as a Chinese company with a global vision, the layout of Turkey is not just to share the explosive growth dividend of its photovoltaic market.
Over 14GW!
From the point of view of production links, five of the eight photovoltaic enterprises are involved in battery links . There are 7 companies involved in component links and 1 company involved in silicon wafer links .Among them, Zhengtai Xinneng, Aerospace Mechatronics, Zhongdian Photovoltaic and Red Sun New Energy are four enterprises involved in battery and component links at the same time.
In addition, the details of digital new energy DataBM are shown in the following table:
With its unique natural resources , Turkey has made great progress in the field of renewable energy, including solar energy, in recent years.
It is understood that the Turkish government issued a national energy plan in 2022, with the goal of increasing the proportion of renewable energy in power generation from 45% to 65% by 2035. This means that by 2035, Turkey plans to increase its installed capacity of solar and wind energy from the current 36 GW to 120 GW , almost four times the existing capacity . Installed capacity, mainly for own use, has driven 94% growth since July
2022, increasing from 9.7 GW to 22.2 GW by the end of 2024.It has doubled its growth in two and a half years.
As of 2024, the total installed capacity of Turkey is 119.2 GW , of which the installed capacity of renewable energy is 72. Solar energy contributed 22.5GW and wind energy contributed 13. According to government estimates, the number of power plants in Turkey now exceeds 3.
The Turkish government will also use the "super-licensing law" to simplify the approval process and speed up , currently up to 48 months , are expected to be shortened to 18 months to simplify regulations and encourage investment in the sector.
In addition, the Turkish government has introduced investors to participate in the bidding of renewable energy projects such as solar energy through large-scale bidding by optimizing the renewable energy zone (YEKA) model . Promote localized production and reduce electricity prices , and promote the development of photovoltaic industry in a multi-pronged manner.
Indeed, Turkey's photovoltaic manufacturing industry is much weaker than demand market with considerable growth potential.According to
public data, there are about 75 photovoltaic module manufacturers in the country, with a total capacity of 44.5G W . However, there are less than five photovoltaic cell manufacturers , with a total capacity of about 6.
In recent years, the Turkish government has introduced some attractive subsidy incentives and support policies . We hope to make up for the shortcomings of the solar cell industry. According to
public data, the Turkish government launched a $30 billion "High-tech Incentive Plan (HIT-30)" in July 2024.
In the field of solar energy, Turkey plans to allocate $2.5 billion in special subsidies for the construction of solar cell production capacity. The goal is to achieve 15GW capacity planning. At the same time, the Turkish government will provide subsidies of up to $ 8000 per megawatt for investment in solar cell factories.
While vigorously attracting investors to build factories in Turkey, Turkey is also trying to restrict the import of photovoltaic products such as China through double-counter investigations and tariff increases.
The Turkish government explicitly requires that domestic bidding projects must use photovoltaic modules with localization rate ≥ 70% . Although these policies allow Chinese photovoltaic enterprises to enjoy dividends, they also force them to deepen their industrial layout in Turkey.
Meanwhile, DataBM. (For details, please click: based in Turkey,
As stated in the signing news of Zhengtai Xinneng, 80% of the solar cells produced by Zhengtai Turkey Factory will be exported. In addition to the attraction brought by the growth dividend of Turkey's local market , Turkey 's unique overseas trade advantage may also be an important reason why it is favored by Chinese photovoltaic enterprises.
Turkey is located at the junction of Asia, Africa and Europe, and has the second largest overseas market for China's photovoltaic products export to Europe in the north. The south is close to the Middle East and African markets with superior light resources, abundant land resources and rising demand in recent years.
From this point of view, the layout of Turkey, in addition to meeting its domestic market demand , based on Turkey, Chinese photovoltaic enterprises can rely on advanced production technology to produce highly competitive products. It can also transport products to Europe, the Middle East and Africa more conveniently and efficiently, reduce transportation costs and time, and improve market response speed, so as to better meet the needs of European and African markets for photovoltaic products. Further expand market share.
This may also be an important reason why Chinese photovoltaic companies have chosen Turkey as an excellent springboard to develop overseas markets .
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