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光伏胶膜龙头,再投3亿元建新项目
DT新材料· 2025-12-18 14:13
Core Viewpoint - The article discusses the establishment of Chengdu Haiyouwei Application Materials Co., Ltd. by Shanghai Haiyouwei New Materials Co., Ltd. to enhance its production capacity and optimize resource allocation in response to market changes in the photovoltaic industry [2][3]. Group 1: Company Overview - Shanghai Haiyouwei New Materials Co., Ltd. was founded in 2005 and specializes in the research, production, and sales of specialty polymer film materials, serving multiple industries including photovoltaics, automotive, and construction [2]. - The company is recognized as a national-level "little giant" enterprise, focusing on specialized and innovative products [2]. Group 2: Project Details - The total investment for the new project is approximately RMB 300 million, with plans to lease a standardized factory area of 30,000 square meters [2]. - The project will be implemented in phases over a construction period of 24 months, starting on March 1, 2026, and will produce EVA films, POE films, and PVE encapsulation films for high-efficiency photovoltaic modules [2]. Group 3: Market Position - Haiyouwei's anti-PID EVA film holds a global market share of 42%, while its white efficiency-enhancing EVA film has over 60% market share domestically [2]. - The company has consistently doubled its shipment volume of HJT/TOPCon specialized films for six consecutive quarters, maintaining a market share of 10%-15%, ranking third in the industry [2]. Group 4: Production Capacity - The company has established multiple production bases in Zhejiang Pinghu, Jiangsu Yancheng, and Vietnam, with a total global production capacity of 15GW [3]. - Haiyouwei provides critical supporting products to leading photovoltaic companies such as Longi Green Energy and Jinko Solar [3]. Group 5: Diversification Efforts - In addition to its photovoltaic business, Haiyouwei has been actively expanding into the automotive new materials sector, launching products like PDCLC smart dimming film, AXPO eco-friendly leather, and PVE glass encapsulation film [3].