Solar photovoltaic application longji spent 12. 5 billion 40 gw capacity expansion of photovoltaic industry really excess capacity?

More let industry besides don't understand is, at present the majority of photovoltaic enterprises, can seem to be in the expansion of hard, especially in the industry leading longji, has spent 12. 5 billion to expand in the near future for 40 gw capacity, and said to realize wafer production capacity at the end of 2021, 65 gw planning objectives. About 15 months, expects overall construction cycle is expected to total investment of about 18. 3. 9 billion yuan, Including cash flow) , after the annual revenue of about 84. About 5 7. 9 billion yuan, the annual net profit. 6. 3 billion yuan. Party c project company invested about 2. 5 billion yuan. According to the agreement, longji stake in jiaxing show state high and new technology industrial development zone set up a new subsidiary, as the principal part of the project investment and operation of solar energyenergy, lease party a's plant and ancillary facilities, purchase, plant installation meet the production capacity of 5 gw components required for production and testing equipment and office equipment, instruments, management system, with a total investment of about 2. 2 billion yuan ( Containing the liquidity, the amount of the specific amount to the company's internal to examination and approval shall prevail) 。 This paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. Photovoltaic industry at present have really come to on the eve of the industry reshuffle, severe imbalance of supply and demand, can't do parity Internet companies will soon was eliminated by the market, the existing situation of photovoltaic people is really painful, but I prefer to believe, this is before the dawn of the dark. Project plans to lease premises and facilities, implementation in production area of the plant to decorate with mechanical and electrical installation project, purchase component production lines, various types of processing equipment and other production equipment and instruments. Don't worry about supply, global capacity will be 400 gw in five years. Project lease workshop and affiliate, supporting facilities, party b is responsible for the purchase, installation, annual output of 10 gw monocrystalline silicon rod production needs of productive facilities and supporting construction.

project is expected to the whole construction period of about 2 years, is expected to total investment of about 24. 6. 2 billion yuan, Including cash flow) , after the annual business income is about 37. 3. 9 billion yuan, the annual net profit of about 3. 9. 8 billion yuan. Project plans to lease plant and power facilities, the company will invest battery pile, diffusion, etching, printing, sintering and other production equipment and office and storage equipment, etc. , of 5 gw efficient single crystal battery production capacity. Project overall construction period is expected to about 15 months, China pv site is expected to total investment of about 20. 2. 1 billion yuan, Including cash flow) , after the annual revenue of about 84. About 5 7. 9 billion yuan, the annual net profit. 3. 8 billion yuan. This project for the chuxiong longji new project, the project USES plant, production equipment and auxiliary equipment are not Shared with a phase of the project. Is not hard to find, longji during the process of expansion, the unit investment is very obvious in reducing, depreciation authors effect is obvious, such as lijiang and baoshan issue of units with a total investment of 4. In lijiang 200 million yuan/GW, glass phase ii is 3. 200 million yuan/GW, baoshan stage 2 to 2. 900 million yuan/GW, the tengchong project is expected to less than 2. 500 million yuan/GW, production costs have been falling. photovoltaic (pv) network statement: this information is reproduced from the media or other Internet web site, network cooperation photovoltaic network published the article for the purpose of the information, does not mean that agree with his point of view or confirm its description.

the article content is for reference only. I don't like this word with excess capacity, at least in the four words before and after add & other; Temporary & throughout; As well as photovoltaic industry has essential difference with the traditional industries such as steel, the cost of production still has room to fall further, the market demand as the parity coming online but also has enormous potential, in the case of longji, reduced the production cost in the expansion, to achieve parity with Internet access, due to lower production costs in the parity Internet market and will be in great demand. photovoltaic net news: as the energy bureau in the first three quarters of new installed capacity is less than 16 gigawatts (gw) of the data of solar net, China solar energy network, industry, or even part of the media industry of photovoltaic industry is still the choice of words make a determined effort, silicon bulk material is used in more and more people mention the photovoltaic industry & other; Excess capacity & throughout; This relatively harsh words, China solar power network, and even will use & other; Serious excess capacity & throughout; 。 Don't have to worry about energy storage, energy storage market will soon be mature; Project plans to lease premises and facilities, implementation in production area of the plant to decorate with mechanical and electrical installation project, purchase component production lines, various types of processing equipment and other production equipment and instruments. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw power plant in hubei province energy group, huaneng current conditions are 180 mw this project is located in yunnan province authors, the total investment of about 1. 48555 billion yuan, the construction content and scale: custom of lease plant and supporting facilities for the production and living building ( The implementation of construction by the government) , buy gold wire slicing machine, degumming machine, insert and cleaning machine, separator and other production equipment and testing instruments, instruments, etc. , after the project completed and put into operation, solar portal, realize the annual output of 10 gw, production capacity of approximately 2 billion monocrystalline silicon slice. Daniel li recently in an interview said three don't have to worry about: don't worry about cost of pv, 10 years, will be lower than 1 cents/KWH.

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