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Photovoltaic giants speed up alliance: Tongwei won the single-chip giant Zhonghuan, Longji value of 15.9 billion polysilicon purchase orders
On the afternoon of May 27, Tongwei shares announced that Tongwei shares signed an agreement with the monocrystalline giant Zhonghuan. The contract stipulated that in 2018-2021, Zhonghuan purchased about 70,000 tons of polysilicon from Tongwei, including no less than 1400 in 2018. Tons, about 2000-25000 tons per year in 2019-2021. On the afternoon of May 22, another major single-chip giant, Longji, announced that many subsidiaries of the company signed a long-term single-polysilicon procurement contract with a series of companies under the Tongwei shares. For the total of 55,000 tons from May 2018 to December 2020, the estimated total contract amount is about 6.996 billion yuan (including tax). Longji shares said that if the average price of polysilicon primary dense materials in the second week of May 2018 announced by the Silicon Industry Branch of China Nonferrous Metals Industry Association is estimated to be 127,200 yuan/ton (including tax), the estimated total contract amount is about 6.996 billion. Yuan Renminbi (including tax), accounting for about 63% of the company's audited operating costs in 2017. Based on this price, the order value of Tongwei and Zhonghuan shares was as high as 8.904 billion yuan. The two orders signed by Tongwei and Zhonghuan and Longji shares totaled 125,000 tons, valued at 15.9 billion yuan. From the perspective of pricing model, Tongwei Shares and Zhonghuan Shares will go to the market according to the market conditions of each product, and negotiate the monthly unit price one month in advance. In terms of settlement methods, the two parties will adhere to the principle of strategic cooperation and equal negotiation, and maintain the principle of consistency, reciprocity and comparability in terms of payment terms and other commercial terms. Tongwei said that according to the company's 2017 sales of polysilicon prices and profit margins, it is estimated that the net profit generated by the contracted polysilicon sales will be: RMB 60 million in 2018, RMB 675 million in 2019, RMB 754 million in 2020, 2021 The annual amount is 8.33 billion yuan. Tongwei stressed that the measurement does not take into account factors such as changes in future polysilicon market prices and production costs, and there is certain uncertainty that does not constitute a performance commitment. Tongwei shares were built by Sichuan rich man Liu Hanyuan. In 2016, Tongwei Co., Ltd. implemented two large-scale mergers and acquisitions, switching its business from a single feed industry to a “feed and PV†dual main business, and opened a series in 2017. Large-scale investment. Faced with the continuous high growth of the industry, current PV giants such as Tongwei and GCL are accelerating their capacity expansion. For example, Tongwei announced an investment plan of over 30 billion yuan last year and became the most active enterprise in the photovoltaic capacity competition. Its main body is its subsidiary Yongxiang, which has become a strong competitor of the industry leader Pauli. According to the official website, the main business of Yongxiang is 20,000 tons/year of high-purity crystalline silicon. At the same time, after the completion of the Sichuan New Energy Company in Leshan and the Tongwei Tongwei Project in Baotou (each 50,000 tons/year high-purity crystalline silicon and supporting new energy projects, each phase of 25,000 tons/year), Yongxiang shares high-purity crystalline silicon. It has reached 120,000 tons/year and is among the top in the global industry. In April this year, GCL-Poly announced that its subsidiary, Poly GCL (Suzhou) New Energy Co., Ltd., entered into an agreement with the Qujing Municipal People's Government and the Qujing Economic and Technological Development Zone Management Committee to establish a joint venture company in Qujing City for R&D. Manufacturing and sales of monocrystalline single crystals with a design capacity of 20 GW and a total investment of approximately RMB 9 billion. Wang Bohua, secretary general of the China Photovoltaic Industry Association, said publicly that domestic companies should be alert to overheating. "We are very reluctant to reappear in the round of around 2011. This is worthy of vigilance." For Tongwei, with its huge capacity accelerated release and its positive competition with GCL, it is for itself. Capacity to find big buyers is imminent. Judging from the two recently announced polysilicon purchase agreements, Tongwei has already locked in the lead of the two single crystal routes of Central and Longji. Zhonghuan is a state-owned high-tech enterprise integrating scientific research, production, management and venture capital. The comprehensive strength and overall production and sales scale of single crystal crystal wafers ranks among the top in the world, and the market share of high-efficiency N-type wafers ranks first in the world. Founded in 2000 and listed in 2012, Longji has become the world's largest manufacturer of monocrystalline silicon photovoltaic products. According to the disclosure of Tongwei shares today, in addition to the above polysilicon purchases, the contract also stipulates that Tongwei shares will purchase about 2.41 billion wafers from Zhonghuan in 2018-2021. Among them, about 250 million in 2018 and about 720 million in 2019-2021. sheet. In terms of solar cells, the contract stipulates that in 2018-2021, Zhonghuan will purchase about 1800MW of solar cells from Tongwei, including not less than 300MW in 2018 and 500MW/year in 2019-2021.