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‌“中国绿色硅谷”崛起之路:乐山追光逐链 打造千亿级光伏创新集群
Huan Qiu Wang·2025-06-24 10:06

Core Viewpoint - Leshan has established itself as a significant player in the global polysilicon photovoltaic industry, evolving from its inception in the 1960s to becoming a leader in production capacity and technological advancements [1][3][4]. Historical Development - The polysilicon industry in Leshan began in 1964 with the relocation of the Beijing Nonferrous Metals Research Institute, marking the start of a significant industrial journey [3]. - The first polysilicon ingot was produced in Leshan in 1965, weighing 0.9 kilograms, and by the end of that year, the production reached 69.27 kilograms of polysilicon and 10.05 kilograms of monocrystalline silicon [3][4]. - By 1972, the production capacity had increased to 4.49 tons of polysilicon and 2.51 tons of monocrystalline silicon annually, with products being exported to Europe and the United States [3]. Technological Advancements - In 2000, the Emei Semiconductor Materials Factory achieved a production capacity of 100 tons per year, marking a significant milestone in breaking foreign technology monopolies [4]. - The establishment of the first dry-ton polysilicon project in 2008, with a capacity of 1,000 tons, positioned Leshan as a leader in the industry [5]. Industry Challenges and Resilience - The global financial crisis in 2008 led to a significant downturn in the polysilicon market, with prices plummeting and many companies exiting the market [7]. - Despite these challenges, Leshan's companies focused on technological upgrades and cost reductions, successfully navigating through the industry downturn [7][8]. Current Market Position and Future Outlook - By 2016, the global photovoltaic market was projected to grow significantly, prompting renewed investment and development in Leshan's polysilicon industry [8]. - The local government has implemented supportive policies to enhance the development of the polysilicon industry, including investment in infrastructure and optimizing the business environment [9][10]. - Leshan aims to become a "Chinese Green Silicon Valley," focusing on building a competitive industrial cluster with a projected scale of hundreds of billions [12][13]. Innovation and Collaboration - Leshan is fostering innovation through the establishment of research and development platforms and collaborative projects with leading companies in the photovoltaic sector [10][12]. - The ongoing projects, such as the 10 GW HBC cell project, are expected to position Leshan as a global leader in advanced photovoltaic technology [12]. Investment and Economic Growth - A recent investment fund of approximately 600 billion yuan has been launched to support the transformation and upgrading of the polysilicon industry in Leshan [13]. - The focus on developing the entire supply chain, including battery cells and storage devices, reflects a strategic move towards a more integrated and sustainable industry [13].