The photovoltaic enterprise in which Wuliangye has a stake has been put into production, and Yibin is accelerating the development of new energy
The photovoltaic cell company invested by the liquor giant Wuliangye Group has ushered in substantial progress in its business.
On November 4, the interface news reporter learned from the scene of Yibin High-tech Zone that the first phase of Heguang Tongcheng Photovoltaic Technology (Yibin) Co., Ltd. (hereinafter referred to as Heguang Tongcheng Yibin) with an annual output of 32 GW of high-efficiency crystalline silicon cells has been put into production.
Xie Yi, chairman and general manager of Heguang Tongcheng Photovoltaic Technology Co., Ltd. (hereinafter referred to as Heguang Tongcheng), said that the total investment of the above-mentioned battery and supporting projects is 15 billion yuan, covering an area of 926 acres, and the 32 GW production capacity will be implemented in two phases.
Among them, the first phase of the 16 GW cell project started construction in May this year, the first piece rolled off the assembly line in September, started production in early November, and will be fully produced in December, becoming one of the fastest 5G industrial application smart factories in the global photovoltaic industry with the same scale and process route.
At the event site, Heguang Tongcheng launched the second phase of the project, which is planned to be put into operation next year. After the completion and operation of the two phases of the project, it is expected to achieve an annual output value of about 30 billion yuan and solve the employment of more than 5,000 people.
Heguang Tongcheng is a "new face" in the photovoltaic industry, but the industry is no stranger to the capital and executives behind it. Heguang Tongcheng was founded in March this year, and its founder and chairman, Xie Yi, is the former chairman and CEO of Tongwei Co., Ltd. (600438.SH), a leading polysilicon company.
After the establishment of Heguang Tongcheng, it was immediately accepted by the wine giantsWuliangye's attention。 In June this year, Tianyancha data showed that Wuliangye New Energy Investment, a subsidiary of Wuliangye Group, invested 16.6667 million yuan in Heguang Tongcheng, and currently holds 10% of its shares.
In addition to Wuliangye, the major shareholders of Heguang Tongcheng also include Yibin High-tech Investment Group Co., Ltd. (hereinafter referred to as Yibin High-tech Investment Group).
The actual controller of Yibin High-tech Investment Group is the State-owned Assets Supervision and Administration Commission of Yibin Municipal Government, which holds 20% of the shares of Heguang Tongcheng and 29% of the shares of its subsidiary Heguang Tongcheng Yibin.
Yibin State-owned Assets Supervision and Administration Commission's investment in Heguang Tongcheng shows that the local government attaches great importance to the photovoltaic industry.
At present, Yibin has realized the layout of the whole photovoltaic industry chain. In addition to Heguang Tongcheng, the companies that have landed in Yibin include Gaojing Solar, Gaoce Co., Ltd. (688556.SH), Yingfa Deyao, Hengdian East Magnetic (002056.SZ) and other enterprises.
At present, Yibin has signed contracts for 100,000 tons of silicon materials, 90 GW of silicon ingots, 80 GW of slicing projects, 120 GW of solar cell projects, and 5 GW of module projects.
On November 3, Yibin City held a conference on the high-quality development of the photovoltaic industry, and Fang Cunhao, secretary of the Yibin Municipal Party Committee, said that up to now, Yibin has signed a total of 27 photovoltaic projects, with a total investment of more than 130 billion yuan. It is estimated that the output value of the photovoltaic industry will be 35 billion yuan this year and is expected to exceed 100 billion yuan next year.
As the "main battlefield" for Yibin to build a national crystalline silicon photovoltaic industry cluster, Yibin High-tech Zone aims to build a 100-billion-level photovoltaic industrial park by 2024 and an output value of crystalline silicon photovoltaic industry to exceed 200 billion yuan by 2026.
"At present, the photovoltaic industry has gradually entered a period of structural adjustment, technology iteration has accelerated, prices have entered a downward cycle from an upward cycle, and the industry pattern is undergoing profound changes, but in the long run, with the in-depth implementation of the 'dual carbon' strategy, the photovoltaic industry has a huge market space. Fang Cunhao said that he is very confident and sure that the photovoltaic track is still the most dynamic development track at present, and the photovoltaic industry is still the most rapidly developing strategic emerging industry in the future.
Liu Yiyang, deputy secretary-general of the China Photovoltaic Industry Association, said in an interview with Jiemian News and other media that Yibin has three major industrial advantages in attracting investment. First, the government has a deep understanding of the industry, and second, it has its own strong industrial advantages. Sichuan is a major hydropower province, and Yibin is one of the few regions with coal-fired power, which has advantages in energy costs and a high proportion of green power.
The third is the development of centralized photovoltaic power stations to the west and the extension of distributed power stations to the west. Yibin is located at the intersection of Sichuan, Yunnan, Guizhou and other places, and can also radiate to Tibet and other places in the future, and has great potential in the application side. And Yibin has the advantage of waterways, connecting the east and west.
Zhang Xiutao, general manager of Gaotse Co., Ltd., also said in an interview with Jiemian News and other reporters that the factor cost in Yibin is relatively low, and the government's insight into the market is very clear, and the company will tilt its business focus to this side in the future.
Zhang Xiutao also mentioned that attracting investment in the whole industrial chain of Sichuan and concentrating on the park can greatly improve the product turnover rate.
In addition to Yibin, there are also photovoltaic industry clusters in Changzhou, Wuxi, Yancheng, Suqian, Chuzhou and other places in China. Liu Yiyang believes that in comparison, Yibin has more emphasis on attracting investment, one is technological advancement, the other is the concept of ecosystem, and the introduction of talents from Sun Yat-sen University, covering from talent to manufacturing, and then to application.
"It doesn't have to be too big, it's more important to have high-quality development. Liu Yiyang said.
In addition to the photovoltaic industry,Yibin is also vigorously developing lithium batteriesThe city is making every effort to build a "power battery capital".
As of October this year, Yibin power battery industry has introduced 121 industrial chain projects, involving positive and negative electrode materials, structural parts, electrolytes, separators, batteries, waste recycling and other fields, with an investment of more than 270 billion yuan, of which 56 projects have been completed and put into operation.
