https://www.pv-tech.cn/news/Maiwei_will_increase_the_production_of_hjt_equipment_by_2.8_billion? (google translated)
Maiwei will increase HJT equipment production by 2.8 billion yuan!
Mingyang Intelligent was allocated nearly 100 million yuan
(PV-Tech News) On December 14th, Maiwei shares (300751) disclosed a report on the fixed growth situation, and determined that the price of the issuance was 645 yuan per share, the number of shares to be issued was about 4.359 million shares, and the total amount of funds raised was about 2.812 billion. Yuan Yuan: The target of issuance was finally determined to be 14 companies, among which Mingyang Intelligent was allocated nearly 100 million yuan.
The announcement shows that the raised investment project heterojunction solar cell (HJT) equipment industrialization project, and supplementary liquidity.
The fixed increase of Maiwei shares has attracted the attention of many institutions and companies. In January of this year, Maiwei shares completed the last round of fixed increase, and the two co-controllers of Maiwei shares, Zhou Jian and Wang Zhenggen, took full responsibility. In less than one year, the book value has reached 10 times.
Judging from the results of the issuance, this issuance attracted three foreign companies, namely Macquarie Bank Limited, UBS AG and Goldman Sachs & Co. LLC. At the same time, Mingyang Intelligent also subscribed for nearly 100 million yuan. Subscribers also include a number of fund companies, including well-known domestic investment institutions such as ICBC Credit Suisse, Boshi Fund and Ruiyuan Fund.
Maiwei is a firm supporter of the heterojunction technology route in the photovoltaic industry. Its main product is a complete set of solar cell screen printing production lines, which are mainly used in the midstream cell production link of the photovoltaic industry chain, including the core equipment, fully automatic solar cell wire. Screen printing machine, automatic film loading machine, infrared drying oven and other production line supporting equipment.
In July this year, Maiwei shares announced that it plans to increase funds to increase the amount of heterojunction solar cell equipment. After it is put into production, the company will have the ability to provide 40 complete lines of heterojunction solar cells every year, and it is expected to achieve annual sales revenue of 6 billion yuan after it reaches production.
Maiwei shares stated that the company, as one of the few domestic equipment providers that can provide HJT battery production solutions, has to build a new manufacturing base to expand production capacity in the case of winning multiple projects to ensure efficient and stable operations in the future. Downstream customers deliver products.
From the perspective of equipment sales, Maiwei has recently won bids for several HJT battery production equipment projects. In addition to achieving the first overseas breakthrough in heterojunction complete line equipment, in November, Maiwei announced that it will cooperate with Anhui Huasheng New Energy to develop a heterojunction single-sided microcrystalline and double-sided microcrystalline battery production line with a single-line capacity of more than 500MW. Domestic HJT complete line equipment goes abroad for the first time, striding to supply 400MW heterojunction equipment to REC
Out of confidence in HJT technology, the chairman of Maiwei shares, Zhou Jian, predicts that by the end of 2021, the scale of industrial HJT expansion will reach 10GW, or even 15GW.
On the other hand, the emergence of Mingyang Intelligence is intriguing.
As a recent investment hotspot in the photovoltaic field, Heterojunction has been repeatedly "exploded" by new entrants, equipment manufacturers and capital. As PERC technology is gradually approaching its limit, discussions on next-generation battery technology have intensified, and heterojunction has become one of the highly sought-after new technologies. Cross-border ferocious! Heterojunction stir fry, "Glass King", and the Ningde era enter the game! Over 20 companies bring tens of billions of capital to "cross-border" photovoltaics
In May of this year, Ming Yang Intelligent (601615.SH), a leading wind power company, issued a foreign investment announcement, planning to invest 3 billion yuan in an annual output of 5GW photovoltaic high-efficiency cells and 5GW photovoltaic high-efficiency module projects, and plans to invest in heterojunction technology. According to the announcement, Mingyang Intelligent plans to complete the first phase of its self-built plant in 2021 with an annual output of 1GW photovoltaic high-efficiency cells + 1GW photovoltaic high-efficiency module production line, to open up the high-efficiency photovoltaic product market.
Mingyang Smart's move was interpreted as an optimistic view of HJT's technical direction.
According to calculations by third-party organizations, if HJT's new capacity from 2021-2024 is 10GW, 40GW, 60GW, and 100GW, and the average investment per GW is 450 million yuan, 400 million yuan, 350 million yuan, and 300 million yuan, then 2021- In 2024, the HJT equipment market will be 4.5 billion yuan, 16 billion yuan, 21 billion yuan, and 30 billion yuan, respectively. The cumulative equipment market scale in 4 years will exceed 70 billion yuan.
(Editor in charge: Xi Xia)
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