In the first quarter of 2012, the average price of PV main products such as polysilicon, silicon wafers, battery chips and components all plunged. The average price of polysilicon, battery chips and components fell by 48%, 57% and 44% respectively in the first quarter. Prices have fallen sharply by 70%. From the first quarter of 2012, the PV companies in the post-cycle period began to experience a sharp decline. The OFweek Industry Research Center expects this trend to continue in the next few quarters; the battery component link is the peak profit for the whole year in the first quarter of last year, and the current product The price is basically in the vicinity of the cost line, the profit is difficult, and the performance is poor year-on-year. We judge that it will not be worse, but we still have to wait when it is warming up. The inverter will benefit from the outbreak of domestic downstream demand, and the current performance is acceptable; the performance and components of the auxiliary materials are relatively good. similar. In order to grasp the overall situation of the photovoltaic industry, the netizens have compiled a chapter into the list of major domestic silicon wafers, batteries and components.
1. Yijing Photoelectric Technology Co., Ltd.
(1) Brief history of the company:
The company's predecessor was Zhejiang Haitong Food Group Co., Ltd. According to the approval of the People's Government of Ningbo Municipality [2000] No. 227, “Approval of the Approval of the Establishment of Zhejiang Haitong Food Group Co., Ltd.â€, Zhejiang Haitong Food Group Co., Ltd. was changed to a joint stock limited company on November 8, 2000. the company. The “Business License for Enterprise Legal Person†was issued to the Company by the Ningbo Administration for Industry and Commerce. After the official approval of the Ningbo Administration for Industry and Commerce on January 14, 2004, the company's Chinese name was changed from "Zhejiang Haitong Food Group Co., Ltd." to "Haitong Food Group Co., Ltd.". The company's domestic listed common stock A shares were listed on the Shanghai Stock Exchange in 2003.
On December 27, 2011, the company name was changed from “Haitong Food Group Co., Ltd.†to “Yijing Optoelectronics Technology Co., Ltd.â€. The company name was changed from "Haitong Food Group Co., Ltd." to "EGing Photovoltaic Technology Co., Ltd.". The stock short name of the company's stock will be changed from “Haitong Group†to “Yi Jing Optoelectronics†from December 30, 2011.
(2) Main scope:
R&D and production of monocrystalline silicon (single crystal silicon rod, monocrystalline silicon wafer), polycrystalline silicon, quartz products, solar cells and components; production of single crystal furnace, electronic control equipment, sales of self-produced products; solar photovoltaic system, solar energy Design, installation, construction, contracting and subcontracting projects for wind power and diesel power generation complementary power generation systems; research and development of related equipment and domestic wholesale business and supporting services; domestic procurement of photovoltaic materials (excluding state-owned trade management commodities, In cases involving quotas and license management commodities, the application shall be handled in accordance with relevant state regulations).
(3) Advantage analysis:
1 Scale advantage: In 2011, Changzhou Yijing Company fully built 250MW (combined capacity calculation) full industrial chain production line, including silicon rods, silicon wafers, battery chips and components, so that the total capacity exceeded 500MW (calculated by component capacity). In 2011, the output of solar modules reached 476MW, an increase of 161.12%. The 360MW (component capacity calculation) production line of Changzhou Yijing Company's new West Plant has started construction. By the end of 2011, most of the plants have been completed and the equipment has been installed and commissioned. The solar slurry production line of the holding subsidiary Yijing Paste Company has entered the mass production stage.
2 R & D advantages: Yijing Optoelectronics has successively established Jiangsu Province (Yijing) Photovoltaic Engineering Research Institute, Jiangsu Solar Materials Engineering Technology Research Center, Component Laboratory and Battery Lab (where the component laboratory has obtained VDE's TDAP certification) Jiangsu Enterprise Technology Center, National Postdoctoral Research Station. In addition, Yijing Optoelectronics has established a joint R&D center and production, research and research base with Shanghai Jiaotong University and Jiangsu University.
2. Zhejiang Sunflower Solar Energy Technology Co., Ltd.
(1) Brief history of the company:
Zhejiang Sunflower Solar Energy Technology Co., Ltd. is a joint-stock company established on the basis of Zhejiang Sunflower Solar Energy Technology Co., Ltd., and is owned by Hong Kong Youchuang International Investment Group Co., Ltd. (hereinafter referred to as "Hong Kong Youchuang"). As a promoter. On May 31, 2009, the company obtained the business license of the enterprise legal person of 330600400004037 issued by the Zhejiang Administration for Industry and Commerce.
Approved by the China Securities Regulatory Commission (CSRC) [2010] No. 1056, the company publicly issued RMB 51 million shares of common stock (A shares) to the public in August 2010, increasing the registered capital by 51 million yuan. The registered capital after the increase is RMB 509 million, and the company was audited by Lixin Certified Public Accountants Co., Ltd., and issued the capital verification report of Xinhui Shibao (2010) No. 11866, and on October 21, 2010, the industrial and commercial registration procedures were completed.
   (2) Main scope:
The company is a national high-tech enterprise integrating R&D, production and sales of crystalline silicon cells and components. The company's main products, crystalline silicon cells and their components, are at the heart of photovoltaic systems. As a small number of domestic PV companies with independent technologies and capable of producing solar cells and components on a large scale. The company has mastered all the key technologies of photovoltaic cell production, including self-developed battery surface microstructure treatment, battery diffusion and gettering, battery body passivation and anti-reflection, solar cell back field, selective emitter diffusion solar cell, etc. Core technology; the average conversion rate of crystalline silicon battery products has reached 17.5%, which is at the leading level among domestic counterparts. The company's sales model is mainly for export and direct sales. The main sales locations are Germany, France, Italy, Spain, Australia, the United States and other European and American countries.
(3) Important matters:
11.5 billion yuan to build a solar power plant project: In May 2012, the shareholders' meeting passed a solar power plant project in Yunnan. The total investment of the project is expected to be more than 1.5 billion yuan, and the first phase is not less than 100MW. (According to the leased land area, the actual scale can be about 300MW.) The components used in this project account for about 30% of the company's current production capacity. If the project is reviewed and approved by the company's board of directors and officially implemented, it will have great significance for the company's future development: the possibility of the company's future profit model transformation, in addition to the company's operating income in addition to product sales revenue, there will be the possibility of both plant revenue and electricity revenue; Improve the gross profit margin of the company's products. According to the company's foreign power station project construction and other public reports, the power station project construction can increase the company's component gross margin by about 20% and broaden the company's product sales channels. Only the components used in this project account for about 30% of the company's current production capacity. %; is conducive to raising the visibility of the company and the company's products, the project is currently one of the largest single photovoltaic power plants in China.
2 Acquisition of solar power plant project in Germany: In December 2011, the 20MW solar power project held by BOREAS Energy, a wholly-owned subsidiary of Sunflower (Luxembourg) Solar Energy Technology, was connected to the grid for power generation. BOREAS Energy was responsible for completing part of the infrastructure of the power station. . The transfer fee is approximately 2.399 million euros. The power station is all ground system with a scale of 20-25MW. After the preliminary calculation of the power station construction, it is estimated that the net asset return rate of the power station is about 10%. Building a solar power station in Europe is Sunflower (Luxembourg) Light Energy Technology Co., Ltd. One of the main businesses will open up new profit growth points for the company.
3. Dongfang Risheng New Energy Co., Ltd.
(1) Brief history of the company:
Dongfang Risheng New Energy Co., Ltd. is a joint stock limited company established on the basis of Ninghai County Risheng Electric Appliance Co., Ltd. Ninghai County Risheng Electric Appliance Co., Ltd. was established on December 2, 2002 by the Ninghai Branch of Ningbo Industrial and Commercial Bureau. It was established by natural persons Lin Haifeng and Qiu Huajuan. The registered capital was RMB 560,000.
(2) Main scope:
The company focuses on the development, production and sales of solar energy application products. It is one of the important suppliers of solar cells, solar modules and solar lamps in China. The company has obtained China's Golden Sun certification and has been approved to undertake the construction of the 1.5MW Golden Sun Demonstration Project and the construction of a 0.5MW solar photovoltaic building application demonstration project. The solar cell module is the company's leading product. The company has mastered the production technology of "high-efficiency monocrystalline silicon solar cell module" and "large-area polycrystalline silicon solar cell module" using advanced light-transmissive glass and high-quality EVA to make high-efficiency components. The company's products are mainly exported, and the products are sold directly to the installers of foreign-owned photovoltaic power plants of solar modules or foreign traders. The "Oriental Risheng" brand has a good market reputation in Germany.
(3) Important matters:
In December 2011, the company plans to hold CCB New Energy Investment (Suzhou) Co., Ltd. with its own capital of 200 million yuan (accounting for 86.96%). After the holding, Jianyin Xinneng will invest in energy-saving solar energy technology as a whole. CCB New Energy will hold 4.84% equity of China Energy Saving Solar Energy Co., Ltd. through capital increase, and the Company indirectly holds 4.21% equity. (Suppressed by the Shanghai Stock Exchange) China Energy Conservation Solar Energy made the first round of investment and determined the listing target. China Energy Conservation and Environmental Protection Group Co., Ltd., the controlling shareholder of China Energy Saving Solar Energy, is the only company under the supervision of the State-owned Assets Supervision and Administration Commission to save energy, reduce emissions and protect the environment. China Energy Saving Solar Energy is currently the largest solar power station construction and operator in China. It has a power station capacity of 108.88MW, a project capacity of 210.8MW and a power plant development capacity reserve of 8000MW. The three indicators are among the first in the solar power industry. As of September 30, 2011, the shareholders' equity of the target company totaled 168,846,500 yuan and the net profit was 375,257 yuan. By 2015, the company's total assets will reach 41.4 billion yuan and the total profit will reach 1.6 billion yuan. This investment will help improve the company's domestic power station supporting construction capacity, and prompt the company to become one of the major suppliers of domestic power station supporting construction.
4. Shenzhen Tuo Rixin Energy Technology Co., Ltd.
(1) Brief history of the company:
On February 12, 2007, the original shareholder of Shenzhen Tuo Ri Electronic Technology Co., Ltd. Shenzhen Aoxin Solar Technology Co., Ltd., Shenzhen and Ruiyuan Investment Development Co., Ltd., Shenzhen Xinneng Investment Development Co., Ltd., Shenzhen Tongchuang Weiye Venture Capital Co., Ltd. and Mr. Chen Wukui signed the “Initiator Agreement†and agreed to establish the overall change of Tuo Ri Electronics as a joint-stock company. The audited Tuo Ri Electronics’ net assets of RMB 126,739,982.12 as of October 31, 2006 were RMB 120,000,000.00. The ratio of 1:1 is reduced to 120,000,000.00 shares (with a face value of RMB 1.00), and the balance of RMB 6,739,982.12 is transferred to the capital reserve. The shareholding ratio of the shareholders before and after the establishment of the company is unchanged.
On February 16, 2007, Shenzhen Industrial and Commercial Bureau issued the Business License for Enterprise Legal Person with registration number 4403012094913, with a registered capital of RMB 120 million.
(2) Main scope:
Development, production and sales of solar cell chips, solar cell modules, solar power supplies, solar applications, solar collectors and water heater systems, wind power plants, solar cell production line equipment, solar controllers, solar inverters, solar applications Control software; design, installation and sales of solar water heater projects, wind power projects, solar power plant projects; operating import and export business.
(3) Advantage analysis:
1 One of the thin film battery faucets: The company is a high-tech enterprise integrating R&D, production and sales of amorphous silicon, monocrystalline silicon, polycrystalline silicon solar cell chips, solar cell modules and solar cell application products, forming battery chips and battery components. To the complete application chain of terminal application products, the main products include solar cell chips, solar cell modules, solar lamps, solar chargers, solar household power systems, etc.; among them, monocrystalline silicon battery products have passed IEC61215 international certification (it is reported that the current international market Net photovoltaic power generation projects basically only use certified crystalline silicon cells).
2Complete sales network: The leading products are exported to 51 countries and regions such as North America, Europe, Africa, Oceania and Asia. They enter eight major supermarkets and power stations in Europe and America. The corporate brand TOPRAYSOLAR has a high reputation in the world and has become a domestic scale. The largest and most technologically advanced manufacturer of amorphous silicon solar cells, the company's output and export volume of amorphous silicon solar cells rank first in China.
(4) Important matters:
In April 2012, the company plans to build a photovoltaic power station and battery assembly project in Dingbian County, Shaanxi Province, with a total investment of 7.2 billion yuan. Project construction content: invest in the construction of a solar photovoltaic grid-connected power station with an installed capacity of 480MW; invest in the construction of a 200MW solar module production line. After the completion of the photovoltaic grid-connected power station, it can generate about 700 million kWh of electricity per year, which can reduce carbon dioxide emissions by about 250,000 tons. The specific construction progress shall be subject to the approval documents of the relevant government departments. The company plans to complete the project with a construction progress of 160MW per year within 3 years after the project is planned.
5. Xi'an Longji Silicon Materials Co., Ltd.
(1) Brief history of the company:
The company's predecessor, Xi'an Longji Silicon Materials Co., Ltd., Mr. Li Zhenguo, Ms. Li Xiyan and other 48 shareholders signed the "Initiator Agreement" as the initiator, agreeing to change the establishment of the joint stock company.
(2) Main scope:
Development, manufacturing, and sales of semiconductor materials, solar cells, electronic components, and semiconductor devices; (Except for the special control and pre-licensing items stipulated by the national laws and regulations of the above business scope, and the provisions of the national laws and regulations, from its provisions)
(3) Technical advantages:
Companies and subsidiaries in the field of silicon materials production, a number of technologies in the international or domestic leading position. Up to now, the company and its subsidiaries have 33 patents and patent applications, and 10 non-patent technologies. The company's key technologies for single crystal production include horizontal MCZ technology and single crystal furnace heat screen technology. Among them, MCZ technology is at the international leading level, and single crystal furnace heat screen technology is at the domestic leading level. Compared with the ordinary CZ solar grade silicon single crystal, the oxygen content in the MCZ silicon single crystal is effectively reduced, and the light attenuation of the conversion efficiency of the conventional boron-doped solar cell is reduced by about 40%, thereby effectively improving the actual conversion efficiency of the single crystal battery; Crystal furnace heat screen technology can improve the quality of single crystals while reducing power consumption by 30%.
(4) Capacity expansion:
The company's initial proceeds will be used to increase the capital of Yinchuan Longji Silicon Materials Co., Ltd. (registered capital of 200 million yuan, accounting for 100%), and carry out an annual production of 500MW single crystal silicon rod/piece construction project. The total investment of the project is 1,370.32 million yuan, and the construction period is two years. After the implementation of the project, the production capacity of the company's solar-grade monocrystalline silicon rods and monocrystalline silicon wafers will be increased to 1470 MW and 1210 MW respectively. After the project is put into production, the annual average sales income will be 232.692 million yuan, the annual average profit will be 355.09 million yuan, and the project internal financial return rate will be 23.95%. As of now (disclosure of the prospectus), the company's sales of single crystal wafers or processing orders from 2012 to 2015 have reached 1051MW.
(5) Development strategy:
The company specializes in the manufacture of silicon rods and wafers in the photovoltaic industry, continuously improving product quality and reducing costs. It cooperates with excellent upstream and downstream enterprises in the photovoltaic industry and is committed to becoming the most competitive silicon supplier in the world photovoltaic industry. According to the development strategy, the company will establish and improve the management system that is conducive to the company's sustainable development, gradually expand the production capacity of monocrystalline silicon rods and silicon wafers, and improve its market competition in terms of technology, product quality, product application and service quality. force. The company will strengthen cooperation with high-end customers in the upstream and downstream, and strive to achieve a capacity of 15,000 tons of monocrystalline silicon rods at the end of 2013, a production capacity of 2.5 GW of monocrystalline silicon wafers, and a market share of monocrystalline silicon in the global solar wafer market of over 8%. The company has grown into a global leader in solar monocrystalline silicon.
6. Tianjin Zhonghuan Semiconductor Co., Ltd.
(1) Brief history of the company:
Tianjin Zhonghuan Semiconductor Co., Ltd. (hereinafter referred to as "the company") was originally a state-owned enterprise, named Tianjin Zhonghuan Semiconductor Co., Ltd., and Tianjin Electronic Instrument Industry Corporation approved the reorganization of Tianjin Zhonghuan Semiconductor Co., Ltd. into a state-owned company on December 14, 1999. The sole proprietorship company, named Tianjin Zhonghuan Semiconductor Co., Ltd. (hereinafter referred to as "the company"), obtained the business license of the enterprise legal person on December 17, the same year, with a registered capital of 44,848,912.18 yuan.
On July 8, 2004, the Tianjin Municipal People's Government approved the approval of Tianjin Stock Exchange [2004] No. 6 "Agreeing that Tianjin Zhonghuan Semiconductor Co., Ltd. was changed to Tianjin Zhonghuan Semiconductor Co., Ltd.", and the company was changed to Tianjin as a whole. Central Semiconductor Co., Ltd. The registered capital after the change is 262,663,687.00 yuan. On July 16, 2004, the company obtained the business license of the enterprise legal person with the registration number of 1200001190025 reissued by the Tianjin Administration for Industry and Commerce.
(2) Main scope:
Semiconductor materials, semiconductor devices, electronic components manufacturing, processing, wholesale, retail; electronic equipment, equipment and parts manufacturing, processing, wholesale, retail; general car freight; housing leasing; operating the company's own products and technology The export business and the import business of machinery and equipment, spare parts, raw and auxiliary materials and technologies required by the enterprise (the countries within the above scope have special regulations for specialization).
(3) Construction of photovoltaic industry chain:
The wholly-owned subsidiary Huanou Company invested 160 million yuan (80% of the shares) to jointly establish Inner Mongolia Zhonghuan Photovoltaic Materials Co., Ltd. to jointly construct the silicon single crystal material industrialization project for solar cells. The "Green Renewable Energy Solar Cell Silicon Single Crystal Material Industrialization Project" undertaken by Central Inner Mongolia was constructed in four phases. The total budget of the first and second projects totaled 1.562 billion yuan; the first phase of PV investment was 620 million yuan, which was in August 2010. It was completed and officially put into operation; the total budget of the second phase of the photovoltaic project was 1.049 billion yuan. The second phase of the project reached the end of 2011, and the second phase of the expansion project was gradually implemented as planned. The company will take this opportunity to develop silicon single crystal materials for solar cells, and form a complete integrated solar energy industry chain of aerospace photovoltaics in the photovoltaic industry base with Shenzhou Silicon, solar cells, components and systems to build domestic solar energy. Photovoltaic industry base.
7. Hengdian Group East Magnetic Co., Ltd.
(1) Brief history of the company:
The company was approved by the Zhejiang Provincial People's Government Zhe Zhengfa [1999] No. 38, "Reply on the Establishment of Hengdian Group High-tech Industry Co., Ltd.", and was founded by Hengdian Group Co., Ltd., in conjunction with Dongyang Chemical Fiber Textile Factory and Dongyang City. Co., Ltd., Dongyang City Organic Synthetic Chemical Nine Factory and Dongyang Jingjiang Chemical Plant jointly established four joint-stock companies.
The company's existing registered capital of 180,000,000.00 yuan, the total number of shares of 180,000,000.00 shares, are A shares, of which 59,995,000.00 shares of unrestricted shares, 120,005,000.00 shares of restricted shares. The company's stock was listed on the Shenzhen Stock Exchange on August 2, 2006.
(2) Main scope:
Production and sales of magnetic equipment, batteries and electronic products; production and sales of solar photovoltaic products; production and sales of water purifiers, water treatment equipment, air purifiers, massage appliances, magnetic applications; development and technology of high-tech products Consultation; industrial investment; business import and export business (see the approval of foreign trade and economic cooperation for details); provide catering, accommodation, dance hall, karaoke service (operating with license) to receive the guests of the company.
(3) Solar cell:
The company's 100MW crystalline silicon solar cell production line project reported a total investment of 261.7 million yuan. The project was put into production in 2010. The production load reached 80% of the designed production capacity in the same year; the fourth year reached 100%. After being put into production, it will reach the mass production capacity of 100MW battery per year. The annual sales income will be 1 billion yuan and the annual net profit will be 80.477 million yuan. In 2011, the realized benefit was -71.93 million yuan. As of the end of 2011, the 800MW crystalline silicon solar cell chip and 300MW component project completed an investment of 62017.93 million yuan, achieving a total profit of -1995.274 million yuan.
8. Northern Photoelectric Corporation
(1) Brief history of the company:
Hubei Xinhuaguang Information Materials Co., Ltd. is based on the Hubei Provincial Reform Commission Equad Reform [2000] No. 42 "Reply on the Establishment of Hubei Xinhuaguang Information Materials Co., Ltd." and the former State Economic and Trade Commission Economic and Trade Enterprise Reform [2000] Approved by Document No. 1099, Hubei Huaguang Equipment Factory (which was completely reorganized as “Hubei Huaguang New Material Co., Ltd.†on October 18, 2000), together with Xiangfan Huatian Component Co., Ltd., Nanyang Wolong Optical Co., Ltd., Shenzhen Tongren and Industrial Co., Ltd. and Northern Optoelectronics Industry and Trade Co., Ltd. and other four promoters, the company limited by way of establishment. The company was registered with the Hubei Administration for Industry and Commerce on August 31, 2000.
In October 2003, approved by the China Securities Regulatory Commission "Zheng Jian Fa Zi [2003] No. 122", the company adopted the initial public offering of A shares of 30 million on October 22, 2003. The shares were listed and traded on the Shanghai Stock Exchange on November 6, 2003.
On December 2, 2010, the company name was changed from “Hubei Xinhuaguang Information Material Co., Ltd.†to “Northern Optoelectronics Co., Ltd.â€, and the English name “HuBei New HuaGuang Information Materials CO., LTD.†was changed to “North Electro- Optic Co., Ltd." stock short name changed from "Electronics Shares" from December 13, 2010.
(2) Three main businesses:
The company's main business will expand into three major areas of defense, photovoltaic solar and optoelectronic materials and devices. In the main business of defense, the company will build a series of high-tech weapon systems for aviation and ground fire control products with the assembly of weapon assembly systems and precision guidance devices. In the main business of photovoltaic solar energy, the company will actively The upstream and downstream of the photovoltaic industry will expand and build a photovoltaic industry base. In the main business of optoelectronic materials and devices, the company will form an industrial chain for the development of optoelectronic materials and devices for civilian, military, military and civilian use, and become the mainstream of domestic photovoltaic materials and devices. enterprise.
(3) Photovoltaic solar energy:
The company holds 87.92% equity of Tianda Photovoltaic. The company is one of the earliest high-tech enterprises engaged in the research and manufacture of solar cell chips, battery components, photovoltaic power generation systems and supporting products in China, and ranks among the top five in the industry. In 2010, the roof photovoltaic project of Audi Sports Stadium in Germany was completed, and the company's products were independently involved in the German grid-connected photovoltaic project. The Shilin large-scale grid-connected power station under construction in May 2010 successfully generated and operated well, marking the company's integration into large-scale grid-connected systems. Business line. (In March 2012, the company canceled the company's plan to increase the capital of 500 million yuan to increase the capital of Tianda Photovoltaic for polysilicon solar cell technology reform project in October 2011. After the project is completed, Tianda Photovoltaic will have an annual output of 300MW solar cells and 250MW. Solar cell module production capacity; project construction period of 1 year, project after-tax financial internal rate of return 17.14%) In 2011, Tianda Photovoltaic achieved operating income of 467 million yuan and net profit of -94.81 million yuan.
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