Jiangxi saiwei LDK solar energy high-tech co., ltd. saiwei investment

In the hot photovoltaic industry, domestic private entrepreneurs who are eager to find opportunities do not hesitate to invest their capital in this field.

The depth charge is Peng Xiaofeng. The young new rich rushed into the field of thin-film solar cells with a $2 billion project. Peng Xiaofeng is the chairman of LDK (new york Stock Exchange code: LDK) and ranked sixth in the Forbes China Rich List in 2007. According to this list, this investment is half of Peng Xiaofeng's total net worth.

Peng Xiaofeng invested heavily in this thin-film solar cell enterprise named BESTSOLAR (hereinafter referred to as "Bestcolar"), which was invested by Liu Xin Group under Peng Xiaofeng and settled in Suzhou Wuzhong Industrial Zone.

Previously, the investment in fixed assets produced by LDK polysilicon project has reached 654.38+0.2 billion yuan.

Peng Xiaofeng's Novice Pen

Best is in full swing to recruit talents, which is called "one of the largest research and development and industrialization projects of thin-film solar cell technology under construction in the world" in the recruitment advertisement.

Pepsi was established in February 2008 and started infrastructure construction in March. In the report of Wuzhong District Government of Suzhou, it was listed as one of the "Eight Highlights Projects". Official government documents show that "it is necessary to highlight the construction of Baishide solar energy project and accelerate the formation of a new highland of photovoltaic energy industry".

Relevant departments of the local government have high hopes for this enterprise. The company is registered in Cayman Islands and has settled in the project as a wholly foreign-owned enterprise with a total construction area of 300 mu.

The reason why he invested so much in Wuzhong District of Suzhou is that Liu Xin Group, the shareholder of this enterprise, has been in Suzhou for more than ten years. Liu Xin Group was established in Peng Xiaofeng in March 1997. It is famous for producing work gloves and has more than 10,000 employees.

"Because Liu Xin has settled in Suzhou for more than ten years, he has a better understanding of the local cultural investment environment, a good government relationship, and a corresponding guarantee for the demand for talents." The above-mentioned person said.

Pepsi said: "Due to the adoption of the most advanced technology and equipment, it will be put into production before the end of this year, and the project will be built in five phases. It is estimated that by the end of 2009, the production capacity will reach 65,438+000 MW. This gigawatt plan is one year ahead of Sharp Corporation of Japan, the world's largest crystalline silicon battery manufacturer. "

Bester's technical support is "5.7m2 high-silicon thin-film solar cell technology jointly developed with partners", and the battery stability efficiency reaches 8.5%-9%. It is planned to improve the battery efficiency to 10%- 12% in 20 10 years. However, in an interview, Peng Xiaofeng did not disclose his partner.

In 2007, only the American Applied Materials Company announced the start of the production line for manufacturing thin-film solar cell modules on a 5.7 square meter super-large glass substrate. At that time, they stressed that it was "the first and only one in the world".

On March 9, 2008/kloc-0, Michael R. Sprint, global president and CEO of American applied materials company, said that the company signed the largest contract in history, amounting to1900 million US dollars. They will provide partners with relevant equipment to help this solar factory build into the largest solar panel factory in the world. Installed in its factory, the tandem function of AppliedSunFab film can produce 65,438+000 MW solar module every year, and the contract amount of these equipment and related services is 6,543.8+0.9 billion US dollars.

Best is the largest customer of thin film battery production equipment of American Applied Materials Company.

The crucial year of 2009

Peng Xiaofeng, who has always kept a low profile, said that he only invested in Best Solar in the name of "individuals and families". Although he has absolute control, he "does not hold any position in it".

"I own more than 70% of the shares of LDK, and no company in LDK has greater interests than me." Peng Xiaofeng stressed.

However, he admits that he and his family are very interested in investing in renewable energy and pay close attention to new energy fields such as thin-film photovoltaic and wind power.

In the whole industrial investment layout of Peng Xiaofeng, 2009 is undoubtedly the most crucial year.

This year, the 65.438+600,000 tons polysilicon project with a total investment of 654.38+200 million yuan by LDK will be completed. Saiwei hopes to further reduce the cost of silicon wafers, reduce the price of photovoltaic modules, and reduce the cost of photovoltaic power generation below wind power.

Also in 2009, according to Best Solar's plan, the company will realize the production capacity of 65,438+000 MW and become the largest supplier of thin-film solar cells in the world. Best expects thin-film solar cells and crystalline silicon solar cell technology to further expand the application market of solar cells and popularize the industrialization of solar cell technology.

The silicon wafers produced by LDK are mainly used in "roof engineering" in Europe. In the first quarter of 2008, the LDK capacity of LDK has reached 580 MW.

On May 12, 2008, Saiwei announced its capacity expansion plan. In 2008, the planned capacity was adjusted from 800MW to11000 MW, and the estimated sales revenue reached 108 billion USD to1/800,000 USD. In 2009, the planned capacity was changed from 800 MW to 800 MW. It is bold to enter the world's largest supplier of solar polysilicon wafers.

By the end of the first quarter of 2008, LDK had signed six major silicon wafer supply contracts. LDK claims to be the solar silicon wafer company with the largest number of orders in the world, and the orders have been ranked to 20 18.

Market doubts

Since Wuxi Suntech went public in the United States, China's photovoltaic industry has been enthusiastic about investment and its production capacity has expanded rapidly. There are 10 photovoltaic enterprises in China listed in the United States. As of March 2008, China 16 provinces, municipalities and autonomous regions have invested in as many as 33 polysilicon construction projects. If all of them are put into production and released as planned, the output of polysilicon in China will exceed10.4 million tons in a few years.

In 2008, the demand for polysilicon is still in short supply. The demand for polysilicon in global solar is 45,500 tons, but experts predict that by 2065,438+00, the global demand for polysilicon will only be 80,000 tons.

Meng Xiang 'an, secretary general of China Solar Energy Society, said that the pressure of polysilicon raw materials on enterprises is also enormous. Now raw materials account for almost 70% of the cost of solar cells. In 2007, the gross profit margin of some solar photovoltaic enterprises also dropped significantly from 16% to 5%.

The shortage of silicon raw materials has pushed investors to another market of solar cells-thin film photovoltaic cells. Some far-sighted game participants in the photovoltaic industry set their eyes on thin-film solar energy, thinking that it is the next piece of cheese in the photovoltaic industry, although it has little market application in the photovoltaic field.

Compared with crystalline silicon battery, thin-film battery can bypass silicon material, and the process is more simplified. Its biggest advantage is low cost and cheap price. Only a few microns thick, it is a photosensitive material attached to glass, stainless steel, plastic and even some textiles. The cost of thin-film batteries may be only one watt/kloc-0 yuan, while that of crystalline silicon batteries is around 30 yuan.

In fact, many domestic crystalline silicon battery manufacturers have also extended their tentacles to the field of thin-film batteries. Wuxi Suntech Power invested US$ 60 million to build a thin film battery production base in Shanghai, and ordered production equipment from American Applied Materials Company, an equipment manufacturer. Subsequently, companies such as Tianwei Yingli and Johnson Optoelectronics quickly followed suit. However, Bester's investment scale of $2 billion is undoubtedly the best among these investments.

Meng Xiangan, an industry leader who has been dealing with solar energy for more than 30 years, believes that both technologies have their own defects. Thin-film solar cells have many advantages, but the equipment is updated quickly. The equipment investment in this field is as much as 10 times that of crystalline silicon equipment, and enterprises will face the risk of investment recovery. Moreover, the film battery is only used for special products, and its market acceptance has yet to be verified, because its technology is unstable and its conversion efficiency is low, and it is still in the research and development stage.

At the same time, crystalline silicon solar cells are still the mainstream of the market, accounting for more than 97% of the total, because of their stable performance and relatively mature technology. Once the cost of silicon material is reduced, the conversion efficiency can be increased from 16% to 20%-30%, and more people will use it. The insiders believe that silicon is an extremely rich element on the earth, which is only restricted by refining technology and efficiency conversion technology.

"Thin-film solar technology is the trend of international development. I agree that Chinese enterprises should do proper tracking to avoid backwardness, but they must not invest blindly. " Meng Xiang 'an said, "At present, the development of photovoltaic industry in China has not been based on the domestic market, nor has it escaped the mode of buying raw materials at high prices and selling products at low prices. It's a pity. "