Polycrystalline silicon

1. The total investment is 18.4 billion! GCL 200000 tons of granular silicon+300000 tons of nanosilicon project filing!

On June 28, "Inner Mongolia GCL Dongli Silicon Material Science and Technology Development Co., Ltd. New Project with Annual Output of 200000 Tons of Granular Silicon and Supporting Facilities" was recorded and approved by the Development and Reform Commission of Wuda District.

The total investment of the project is 18.4 million yuan, including 5520 million yuan of self owned funds, 12.88 million yuan of bank loans applied for, and 0 million yuan of other funds;

Construction scale: Adopting the FBR method granular silicon technology with independent intellectual property rights, a new project with an annual production capacity of 200000 tons of granular silicon, 300000 tons of nanosilicon, and supporting facilities will be built. The first phase will produce 100000 tons of granular silicon and 150000 tons of nanosilicon annually, built by Inner Mongolia GCL Dongli Silicon Material Technology Development Co., Ltd, The second phase has an annual production of 100000 tons of granular silicon and 150000 tons of nanosilicon, constructed by Inner Mongolia Guangyuan Silicon Based New Materials Co., Ltd., a subsidiary of Inner Mongolia Dongyuan Technology Group Co., Ltd.

Construction content: Project construction includes cold hydrogenation unit, hydrogen compressor unit, silane gas unit, particulate silicon unit, post-treatment unit, supporting feeding silicon production unit, slurry treatment unit, emergency emission unit for waste gas treatment, supporting public engineering unit, and production auxiliary facilities. FBR granular silicon technology is internationally leading, with a 70% reduction in power consumption per unit product, helping to reduce the cost of photovoltaic materials by more than 30%. It is the only granular silicon mass production technology in the world to achieve single crystal applications. The downstream 10GW single crystal battery module project of this project is invested and constructed by Inner Mongolia Dongyuan Technology Co., Ltd., forming a photovoltaic full industry chain project.

Planned construction period: May 2022 to November 2024

2、 Silicon wafer

1. The total investment is 1 billion! Filing of 500MW silicon wafer+880MW battery wafer+500MW component project

Construction unit: Jiangxi Wangtai New Energy Technology Co., Ltd., with a total investment of approximately 1 million yuan, of which 800 million yuan is invested in fixed assets; To achieve the production and sales of annual production of 880MW solar cells, 500MW silicon wafers, and 500MW solar modules, all of which are constructed using automated processing technology. After the project is completed, it is expected to achieve an annual sales of about 1 million yuan in the year of reaching production, with a total annual profit of 50 million yuan, an annual after-tax profit of 40 million yuan, and an estimated annual tax payment of 10 million yuan, which can drive 500 local employment.

3、 Battery cell

1. TCL Central 25GW N-type TOPCon Battery Project Commences

On June 21st, the first large-scale photovoltaic manufacturing project introduced by Huangpu District in Guangzhou, the TCL Central 25GW N-type TOPCon high-efficiency solar cell industry 4.0 smart factory construction project, began construction. This project relies on the group's technological advantages and advanced manufacturing capabilities to build a 25GW solar cell industry 4.0 smart factory, mainly producing G12N type TOPCon batteries, and the conversion efficiency of battery products is in a leading position in the industry.

2. Micro Guide Received a Large Order of 386 Million RMB for TOPCon Battery Equipment

On June 22nd, WeChat Nano announced that the company had recently signed a TOPCon battery equipment sales contract with Chuzhou Yijing, with a total contract amount of approximately 386 million yuan (including tax). This is the second TOPCon battery equipment sales contract won by Micro Conductive Nano in June.

On June 14th, WeChat Nano announced that the company had recently signed a TOPCon battery equipment sales contract with Guokang New Energy, with a total contract amount of approximately 441 million yuan (including tax). The total cumulative amount of the two contracts is approximately 827 million yuan.

Guokang New Energy and Chuzhou Yijing, which signed sales contracts in June, are both first-time cooperative customers of micro conductive nano technology, indicating that their TOPCon battery equipment has received more recognition from downstream photovoltaic customers.

3. He added HJT

On the evening of June 26th, Li Yuanheng (688499) released the 2023 prospectus (application draft) for the issuance of A-shares to specific targets.

According to the application draft, the total amount of funds raised from the issuance of stocks to specific targets does not exceed 2499.888 million yuan (including the original amount), and the net amount after deducting the issuance expenses is planned to be invested in the following projects

4. Disclosure of Environmental Impact Assessment Information for Huai'an Annual Production of 10GW High Efficiency Solar Cells Project

Trina Solar (Huai'an) Optoelectronics Co., Ltd. plans to invest about 3572 million yuan to expand the annual output of 10GW high-efficiency solar cell project in Huai'an. At present, the environmental impact assessment information of the project has been disclosed.

4、 Components

1. The world's largest water light complementary project has been put into operation! Chint New Energy supplies 523.1MW components

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Today, Kela Photovoltaic Power Station, the first phase project of Yalong River Lianghekou Dam, which is supplied with 523.1MW modules by Chint New Energy, is officially put into operation for power generation. As the landmark new energy project of the clean energy demonstration base in the Yalong River basin, Kela Power Station, with a total installed capacity of 1000 MW, has for the first time upgraded the global water light complementary project to one million Kilopower, becoming the largest and highest water light complementary project in the world.

2. Tongwei 16GW photovoltaic module put into production

On June 25th, the first GW level photovoltaic module factory in Southwest China - Tongwei Solar (Module) Jintang Base 16GW photovoltaic module project successfully went offline.

Chairman Liu Shuqi stated that the component Jintang base is seizing the construction period, and the project construction is progressing in an orderly and effective manner. The rapid implementation from start of construction to first piece offline is inseparable from the strong cooperation of various departments and the strong support of the government. In the future, the component Jintang base will accelerate production pace, strive for progress while maintaining stability, improve quality and efficiency, and meet challenges at its best state. At present, green and low-carbon has become a bright background for the high-quality development of Tongwei Solar. As the first GW level photovoltaic module factory in Southwest China, the Jintang module base has obvious scale advantages, advanced production technology, strong radiation driving force, and core competitiveness. In the future, the Jintang base of components will accelerate production pace, strive for progress while maintaining stability, improve quality and efficiency, and meet challenges in the best state, helping to build the first photovoltaic industry cluster with a scale of 100 billion in the Chengdu Chongqing region.

3. Jing'ao Technology Supplies Efficient Components for the 24 Gas Station Photovoltaic Projects of PetroChina

Jing'ao Technology, together with Baotou Sales Branch of PetroChina, has supplied efficient modules for 24 gas station distributed photovoltaic projects. The project has an installed capacity of 900kW and a power generation capacity of 1.64 million kWh/year. It can save 517 tons of standard coal per year and reduce carbon dioxide emissions by 1185 tons per year, equivalent to planting approximately 91000 trees. It has made significant contributions to promoting the development of the local photovoltaic market and achieving the dual carbon target.

4. Taiyi Photovoltaic 7GW Photovoltaic Module+5GWh Energy Storage Battery Project Signed

Recently, the "Taiyi Optical Storage Integrated Headquarters Industrial Park Project" in Zhulin Town was signed. It is reported that Taiyuan Photovoltaic Technology (Changzhou) Co., Ltd. plans to invest in the construction of a 7GW high-efficiency photovoltaic module and 5GWh energy storage battery project in Jinxi Industrial Park, and establish the Taiyuan Photovoltaic Storage Integrated Headquarters Industrial Park. The total investment of the project is about 3 billion yuan.

5、 Auxiliary materials

1. High purity quartz sand (quartz crucible) project signed and settled in Hohhot!

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On June 21, the tripartite signing ceremony for the High Purity Quartz Sand (Quartz Crucible) Project of New Town, Togtoh County and China Geological Mining and Energy Investment Corporation was held in the People's Government of New Town, marking the official settlement of Hohhot High Purity Silicon based Semiconductor Material Industrial Base in New Town and Togtoh County.

It is reported that the high-purity silicon-based semiconductor material industry base in Hohhot signed this time adopts a "headquarters base+enclave model". The R&D center and sales settlement headquarters will be built in the new urban area, and the production base of high-purity silicon based semiconductor materials and quartz crucibles will be built in Togtoh County. After the completion of the base in Togtoh County, the income of the quartz sand project will be about 10 billion yuan, the quartz crucible project will be about 9 billion yuan, and about 1200 people will be employed.

2. The total investment is 880 million! The production base project for photovoltaic grade high-purity quartz sand and semiconductor grade packaging materials has started!

On June 26, Huaiyang District, Zhoukou City, Henan Province held a groundbreaking ceremony for the commencement of six leading industrial projects with an annual output of 20000 tons of photovoltaic grade high-purity quartz sand and 30000 tons of semiconductor grade packaging materials.

It is reported that the total investment of the six leading industrial projects under centralized construction this time is 3.5 billion yuan. Among them, the photovoltaic grade high-purity quartz sand and semiconductor grade packaging material production base project is invested and built by Zhongfu Guangdong New Materials Technology Co., Ltd. The total planned investment is 880 million yuan, covering a total area of approximately 258 acres. After the project is completed, it can produce 20000 tons of 99.999% purity high-purity quartz sand and 30000 tons of semiconductor grade packaging materials annually, with an annual output value of 4 billion yuan.

3. Raise 1.3 billion yuan! Lvkang Biochemical Accelerates the Construction of Photovoltaic Film Production Capacity

On June 21st, Lvkang Biochemical announced that it plans to raise no more than 1.3 billion yuan to be used for the annual production of 320 million square meters of photovoltaic film projects by Lvkang (Haining) Adhesive Film Materials Co., Ltd., the annual production of 120 million square meters of photovoltaic film projects by Jiangxi Weike New Materials Technology Co., Ltd., and the construction of the R&D center of Lvkang (Haining) Adhesive Film Materials Co., Ltd. to supplement working capital.

6、 Terminal

1. CECEP Solar plans to invest 1.7 billion yuan to build a 300MW photovoltaic power plant

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On June 20th, China Energy Conservation Solar announced that the company, with its controlling subsidiary, Chabuchar Company, as the main body, will invest in the construction of the Chabuchar County electrochemical energy storage+market-oriented grid connected photovoltaic power generation phase I 300 MW project, with a planned total investment of about 1.71 billion yuan, of which the capital is about 340 million yuan, and the total amount of financing required is about 1.37 billion yuan.

2. Officially put into production! Huawei helped the world's largest and highest altitude water light complementary project - Yalong River Kola Phase I photovoltaic power station grid connected power generation

On June 25, 2023, Kela Phase I photovoltaic power station located in Ganzi Prefecture, Sichuan Province, will be connected to the grid for power generation, marking the official commissioning of the world's first million kilowatt Kilopower power station. The Kola Phase I photovoltaic power station is connected to the main grid of Sichuan and is put into operation during the peak summer season, adding a new force to the power supply guarantee of Sichuan and Chongqing, and providing reliable power guarantee for the Chengdu Universiade that will open on July 28th. Yalong River Basin Hydropower Development Co., Ltd. (hereinafter referred to as "Yalong River Company") held the commissioning and power generation ceremony, and Huawei, as the main participant, was invited to attend the ceremony.

Qi Ningchun, secretary of the party committee and chairman of the board of the Yalong River Basin Hydropower Development Co., Ltd., said that as the largest power generation enterprise in Sichuan Province, with Kela Power Station put into operation, the clean energy installed capacity of Yalong River Company will exceed 20 million kilowatts, accounting for 1/5 of the total clean energy installed capacity in Sichuan Province, and contributing nearly 100 billion kilowatt hours of clean power every year.

3. The 2.78 billion yuan project was successfully signed, involving the development and construction of 500MW photovoltaic power

On June 27, the Aba Prefecture Investment Cooperation Promotion Conference and Project Signing Ceremony of the 19th Western China International Expo was held in Howard Johnson's Chengdu Zunyue. Jinchuan County successfully signed a 2.78 billion yuan project.

It is understood that both parties in this cooperation have carried out project cooperation in accordance with the principles of "government guidance, enterprise entities, and market operation", and have signed the "Gasidou Photovoltaic Development and Construction Project" with a total scale of 500MW, with a first phase implementation of 200MW and a plan to put it into operation for power generation before December 31, 2023; The second phase will implement 300MW, in accordance with the grid access conditions and the provincial approved annual development plan, and is expected to be put into operation for power generation before December 31, 2025.

7、 Other

1. Beijing Haidian: Distributed photovoltaics will receive a one-time funding subsidy of 800 yuan per kilowatt

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On June 19th, the application guidelines for 2023 energy-saving special fund projects in Haidian District were released. It is mentioned that new and renewable energy utilization projects that do not enjoy municipal subsidies will receive funding subsidies up to 30% of the total investment amount after the project is completed. Among them, for distributed photovoltaic power generation projects constructed by legal entities in the Haidian area, a one-time funding subsidy of 800 yuan per kilowatt will be given based on the installed capacity after completion of grid connected power generation.

2. We are about to embark on an IPO journey! Tianhe Fujia conducts tutoring registration

On June 25, Trina Fujia Energy Co., Ltd. (hereinafter referred to as "Trina Fujia") conducted counseling and filing registration in Jiangsu Securities Regulatory Bureau, and planned to issue shares and go public for the first time. The counseling broker was CSC Financial Securities.

3. Terminate review! The 650 million yuan fixed increase application for the leader of the Diamond Line has been withdrawn

Star Technology has announced that the Shenzhen Stock Exchange has agreed to terminate its fixed increase review.

The announcement said that on June 15, 2023, the company and the sponsor Haitong Securities Co., Ltd. submitted to the Shenzhen Stock Exchange the Application of Henan Hengxing Technology Co., Ltd. for Withdrawing the Application Documents of Issuing A-shares to Specific Objects in 2022 and the Application of Haitong Securities Co., Ltd. for Withdrawing the Application Documents of Henan Hengxing Technology Co., Ltd. for Issuing A-shares to Specific Objects in 2022, Apply to the Shenzhen Stock Exchange to withdraw the relevant application documents for the issuance of stocks to specific targets.

4. Another photovoltaic enterprise is going public!

On June 26th, Guangzhou Ruxing Technology Co., Ltd. (referred to as Ruxing Technology) made an initial public offering of shares and listed on the main board of the Shenzhen Stock Exchange in a prospectus (application draft), with a planned fundraising of 150 million yuan. Ruxing Technology is mainly engaged in the research and development, production, and sales of photovoltaic electronic pastes, with its main products being silver and aluminum pastes for crystalline silicon solar cells.

During the reporting period, the silver slurry production capacity of Ruxing Technology was 580.80 tons, 686.40 tons, and 767.36 tons, respectively, with capacity utilization rates of 90.93%, 91.62%, and 92.18%. The company's silver slurry production capacity utilization rate remained stable. The investment project raised by Ruxing Technology is intended to be used for the industrialization of high-performance crystalline silicon solar cell slurry (Phase 1 project) to meet the company's business growth needs.

5. Up 70% on the first day of listing! Another photovoltaic enterprise successfully went public

On June 29, Changzhou Shichuang Energy Co., Ltd. (stock abbreviation: "Shichuang Energy", stock code: "688429") was officially listed on the Shanghai Stock Exchange. The company's issuance price is 19.20 yuan per share, with a P/E ratio of 28.92 times. As of press release, the company's stock price is reported at 33 yuan/share, with a total market value of 13.2 billion yuan!

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