Epec Global Information Service- Project Information-No. 5, 2020(中文版请见底部）
Tongwei Group released the "Development Plan for High-Purity Crystalline Silicon and Solar Cell Business 2020-2023", proposing that by 2023, the cumulative production capacity of high-purity crystalline silicon will reach 22-29 thousand tons, and the cumulative solar cell capacity will reach 80-100GW.
Invest in 30GW solar cell project
This 30GW high-efficiency solar cell and supporting project was jointly completed by Tongwei Co., Ltd. and its subsidiary Tongwei Solar, Chengdu Municipal People's Government, and Jintang County People's Government. The project covers an area of about 2500 acres. It is planned to focus on the unmanned high-efficiency battery intelligent manufacturing route, building intelligent factories, digital workshops, logistics and storage and related supporting facilities, and creating a global "green energy town".
It is reported that the estimated total investment of the project is about 20 billion yuan. Among them, the Chengdu Municipal People's Government and the Jintang County People's Government provide financial support of about 6 billion yuan according to the actual investment progress of the project through its subordinate state-owned investment companies, accounting for 30% of the total project investment; the company will reasonably determine the source of funds and payment methods in the future to ensure that the project will be successfully implemented.
Qijintang County People's Government will assist the company to strive for higher-level support policies and implement one-stop services in project establishment, environmental assessment, registration, construction planning, etc., to create a good environment of construction, production and operation.
The project will be implemented in four phases, of which the first and second phases are planned to invest 4 billion yuan each and construct 7.5GW each, for a total of 15GW high-efficiency solar cell projects. The third and fourth phases are planned to invest 6 billion yuan each and construct 7.5GW respectively, for a total of 15GW high-efficiency solar cell and supporting projects.
According to the plan, the first phase of the 7.5GW project will start before March 2020, and it will be completed and put into operation in 2021. The subsequent projects will be gradually completed and put into operation in the next 3-5 years according to market demand.
If using current market mainstream battery prices to calculate the project, it is estimated that after the project is completed and put into operation, it will increase its operating income by about 30 billion yuan / year, and the company's solar cell and supporting project capacity will reach 60GW. At the same time, with the implementation of new projects, technology choices based on large-size specifications, high-efficiency products such as Perc +, Topcon, and HJT will promote the continued reduction of non-silicon costs for solar cells.
Source: International Power Network
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