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Under the joint efforts of all parties, a new era is emerging.
The war has become increasingly fierce on the new journey of photovoltaics in the price era.
(Source: WeChat public number “Jiangma Power” Author: Ji Yufei)
After Zhongxiang Co., Ltd. strives to pursue the “Kuafu” with a size of 210mm, Tongwei Co., Ltd. once again pushed this reactionary battle about “size” to fly.
On February 11, Tongwei issued the “Notice of Tongwei Co., Ltd. on the investment and construction construction annual production of 30GWSugar daddyEscort manila” that the company and the National People’s Administration of Huijintang County of Chengdu signed the “PhotovoltaicsSugar daddyInvestment Agreement on Industry Bases will be invested in Sugar baby’s annual production capacity of 30GW of high-efficiency solar energy pools and supporting projects in Huijintang County, Chengdu. The product specifications of this project will be fully compatible with sizes 210 and below. However, as early as two years ago, companies such as Artes, Trinhe, and Gexin Integration were the first to launch a major silicon wafer war.
With the arrival of the average price on the Internet, more and more companies are focusing on increasing the size of silicon wafers in order to improve the effectiveness of single-plane battery components and reduce the cost of single-capacity.
Add large silicon wafer size is undoubtedly a useful tool for large-span component power and lower cost. Silicon materials, Sugar daddypull crystals and slices form important capital for downstream silicon wafer manufacturing. The increase in silicon wafer size means that the cost generated by slicing and crystal drawing is correspondingly reduced. However, there is still some doubt in the industry, and the size of Sugar baby means a higher breakdown rate. But under the guise of “big” power, Tongwei is full of wildThe announcement of the heart finally announced the coming of a new era.
Add a big size
New Master Xie Yi once again proved the “Tongwei Speed” to the world.
Not long ago, Tongwei issued the above-mentioned development notice of wolf ambitions, which not only clearly stated that it would like to build itself as the goal of “world-class cleaning and dynamic enterprise”. At the same time, the accelerated reshuffle of a new generation of battery technology – the unusual luxury and silicone rings. Sugar baby’s accelerated reshuffle was also pushed to another flyby by it.
The notice shows that the above-mentioned investment construction project plans for an annual production of 30GW, mainly on high-efficiency battery unmanned intelligent manufacturing routes. In the dream, the heroine’s heroine has achieved good results in every topic, and the lowest-achieving Yeqiu Intelligent Chemical Factory, digital vehicle, logistics warehouse and related supporting facilities, with a total investment of 20 billion yuan. It will be implemented in four phases, and it is expected that the investment will be completed and invested in the next 3-5 years.
The project will further strengthen Tongwei’s dragon position. After all the production of the project, the total energy capacity of its solar battery and supporting project will reach 60GW.
However, Xie Yi’s ambitions go beyond that. Later, the “High Crystalline Silicon and Solar Energy Industry Development Plan 2020-2023” released by Tongwei further increased the “Tongwei Rate” to a crazy extent. The plan shows that it plans to expand silicon production capacity to 250,000 tons within four years and the battery to Sugar daddy100GW.
The speedup is not only “Tongwei Rate”, but also the arrival of a new era of photovoltaics.
After the new “May 31” policy in 2018, the fundraising and rapid decline, and the entire industry suffered heavy cost reduction pressure. In addition, the current industry has fully entered the era of price competition, reducing costs and increasing efficiency has become the main theme of the entire photovoltaic industry.
In March of previous years, the giant photovoltaic inverter released the world’s largest powerThe 1500v series inverter sg225hx pushes the maximum output power to 248kw, reducing the system power cost by more than 5%.
In order to reduce non-silicon costs, battery companies are also working hard at the best of size.
CountPinay escort Recently, Zhongxiang Co., Ltd. issued a notice on the non-public issuance of A-share stocks, with the total amount of funds raised not exceeding 5 billion yuan for large-sized silicon wafer projects.
At the age of age, Aixu also announced that its first 210-size 5GW high-efficiency solar battery in its Yiwu base has officially achieved full production.
Manila escortMore and more companies are increasing their size, undoubtedly bringing confidence to the market.
But another industry giant, Longi, is cautious and believes that 166 is the best “balance point” for today. This Sugar baby size is an extremely limited size that can be compatible with the equipment without changing the original line. At the same time, Longi’s current 210 is not within the best size range it calculates.
However, battery companies that add large sizes also have their own considerations.
A insider introduced to “Kornado Power”: “For size, many companies have always chosen to view it. To improve the size to 210mm, it is necessary to increase investment capital. However, equipment that is suitable for size 210 can also produce 166-size products. If the new line of the line is still 166-size, it will definitely be reformed again in the later stage, and directly step to size 210 will be avoided.”
Unknown’s war has already performed like a fierce competition in Sugar baby. With the joint efforts of all parties, a new era is emerging.
New Photovoltaic Format
Expand one by onePinay escort notices have led to an accelerated reshuffle of the photovoltaic industry.
The crazy code addition of domestic companies has accelerated the joining of second and third echelons.
The research and development statistics of new power industry, In 2019, other domestic manufacturers except Tongwei, Gioxin, Xinte, Big Quan and Oriental Hope shipped about 70,000 to 80,000 tons, accounting for 22%; in 2020, the department could land to 20,000 to 30,000 tons, and the market will move forward to the company. daddy.
Last year, the combined shipment of five manufacturers accounted for about 78% of the country. Telecommunications Industry Research and Development Forecast, as of the end of this year, the proportion of shipment of five manufacturers in China will reach 90%.
According to the enterprise notice, in 2020, Sugar daddyTongwei and Aixu Technology’s production capacity both reach 60GW. The battery cell field double-head format has been constructed.
On the other hand, the arrival of the Internet era on average has also forced second- and third-tier companies to be eliminated.
In the industry, the difference in dragon-head companies Under the pressure of crushing, the second and third-tier enterprises with difficult capital cycles and weak replacement of new data and backward technology will continue to upgrade.
Similarly, with the accelerated domestic production expansion, the preservation of domestic photovoltaic enterprises will also be carried out.
At present The domestic production of Chinese silicon materials is approaching its end. The silicon girl went inside and took out a bottle and cat food, and fed some water and food. The domestic production of small pieces, batteries and components accounted for 91%, 71% and 74% of the world respectively. The domestic production of polycrystalline silicon materials has also accounted for more than ten years. From 26% to over 50%.
At the same time Tongwei announced its expansion, the Korean silicon giant OCI has been unable to resist the double pressure of price and policy, but it has no choice but to announce its way of contact, but it has never been a day since it was discussed. Reduced capacity.
OCI announced Sugar daddy plans to close its two solar-grade polysilicon factories operating in Korea and preserve its third factory to produce electronic polysilicon. The company will continue to operate its solar-grade and electronic polysilicon factories in Malaysia.
OCI’s situation is not an isolated case. German giant tile K-Korea and South Korea’s long-term enterprises are facing problems such as high-rise debt and production deduction.
Korean media reported that due to the impact of Chinese enterprise expansion on the price of crystalline silicon, its production cost is far higher than that of China’s advanced enterprises. Considering this, South Korea announced that it has officially joined the polysilicon business and will be in
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