光伏产业投资

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日经BP精选:硅系光伏电池已达极限?积水化学工业大力投资钙钛矿电池
日经中文网· 2025-07-18 02:39
Group 1 - The world's largest thin-film perovskite solar cell, measuring approximately 250 meters, is showcased at the Osaka Kansai Expo, manufactured by Sekisui Chemical [3] - Sekisui Chemical plans to invest a total of 314.5 billion yen over the next five years to develop perovskite solar cells, with an initial investment of 90 billion yen to acquire part of Sharp's Sakai factory and production equipment, aiming to start a production line with an annual capacity of 100 MW by 2027 [3] - The company aims to dominate the domestic market in Japan by 2030, targeting sales of 2 trillion yen [3]
硅产业链新闻动态
中国有色金属工业协会硅业分会· 2025-05-22 08:22
Group 1 - In April 2024, the national newly installed photovoltaic capacity reached 45.22GW, a year-on-year increase of 215%, while newly installed wind power capacity was 5.34GW, up 255% [1] - From January to April 2025, the total newly installed photovoltaic capacity was 104.9GW, representing a 75% year-on-year growth, and newly installed wind power capacity was 19.96GW, with a 19% increase [1] Group 2 - The U.S. International Trade Commission concluded that solar products imported from four Southeast Asian countries threaten domestic manufacturers, leading to high tariffs on solar equipment from Cambodia, Malaysia, Thailand, and Vietnam [2] - Tariffs for Cambodian manufacturers could reach as high as 3521%, while Vietnam's average tariff is 396%, Thailand's is 375%, and Malaysia's is 34% [2] Group 3 - Hai Tai New Energy announced a change in fundraising plans, reallocating 146 million yuan originally intended for R&D projects to invest in a 2GW solar cell and 1GW module project in Indonesia [3] - The decision was influenced by industry overcapacity and a significant price drop exceeding 40%, leading to negative profit margins in the solar cell segment [3] Group 4 - Taiwan's Zhongmei Silicon and India's Premier Energies have formed a joint venture to produce high-quality silicon wafers in India, with an initial planned capacity of 2GW [4] - This collaboration aims to alleviate domestic demand pressures for solar silicon in India and is aligned with the Indian government's policies to expand solar energy production [4][5] Group 5 - Premier Energies, India's second-largest solar cell and module manufacturer, has a current solar cell capacity of 8.4GW and module capacity of 11.1GW, with ongoing expansion plans [5] - The partnership between Zhongmei Silicon and Premier Energies leverages both companies' strengths to meet domestic market demands and explore overseas markets amid geopolitical challenges [5]