2023, the production capacity of Tongwei components will reach 80GW ! From 14GW to 80GW! This data, if not from the public speech of the relevant person in charge of Tongwei, is really incredible. What
is 80GW? It is known that the newly installed photovoltaic capacity in China last year was 87 GW.
So some people want to ask, can Tongwei afford to invest on such a large scale?
If the new 66GW modules in 2023 are calculated according to the investment intensity of 50 million/GW, the total investment will be 3.3 billion. Tongwei's net profit in 2022 is between 25.2 billion and 27.2 billion , accounting for only 12-13% of the annual profit.
This is simply a dimensionality reduction blow!