Agreement 1:
Baotou Xuyang New Energy and the Management Committee of Baotou Rare Earth High-tech Industrial Development Zone signed the Agreement on According to the Investment Agreement on the Integration Project of Photovoltaic Solar Cells and Modules, Baotou Xuyang New Energy will construct the integration project of photovoltaic solar cells and modules within the jurisdiction of the Management Committee of Baotou Rare Earth High-tech Industrial Development Zone. The total investment of the
project is about 5 billion yuan , and the preliminary plan is to build 10g W solar cells and 5G W solar modules . The project requires about 550 mu of industrial land, including about 350 mu of battery projects and about 200 mu of battery components.
Agreement II:
Baotou Xuyang Silicon Material and the People's Government of Tumote Right Banner signed the Investment Agreement for the Integrated Project of Industrial Silicon, Polycrystalline Silicon, Monocrystalline Silicon Crystal Pulling and Monocrystalline Silicon Slice. Baotou Xuyang Silicon Material will build an integrated project of industrial silicon, polycrystalline silicon, monocrystalline silicon pulling and monocrystalline silicon slicing in the chemical industry park of Tumote Right Banner New Industrial Park. The total investment of the
project is about 20.4 billion yuan , covering an area of 3063 mu. Build an annual output of 150,000 tons of industrial silicon , 120,000 tons of polycrystalline silicon , 40 GW monocrystalline silicon pulling , 40 GW monocrystalline silicon slices and other supporting ancillary facilities, as well as supporting new energy development and construction projects.
Among them, 120 thousand tons of polysilicon project is divided into two phases of construction , each phase of construction of 60 thousand tons. The 40GW crystal pulling and 40GW slicing project is divided into three phases of construction . The construction scale of the first phase is 10GW monocrystalline silicon pulling, the construction scale of the second phase is 10GW monocrystalline silicon pulling and 20GW monocrystalline silicon slicing, and the construction scale of the third phase is 20GW monocrystalline silicon pulling and 20GW monocrystalline silicon slicing.
In fact, in September, the People's Government of Tumote Right Banner of Baotou City released the record information of some projects for the 20.4 billion project of Xuyang Silicon Material in Baotou. For details, please click: " Digital New Energy DataBM. Com found that as early as June 28, Inner Mongolia Government Service Network has published a " Qingshuihe Xuyang Energy Technology Co., Ltd. 120000 tons/year high purity polysilicon project " filing notice. The total investment is about 112.
As an aside, Tianjin Paint Factory is a Dacheng Paint Factory founded by Ni Sichong, the governor of Anhui Province, in 1916, and an Oriental Paint Factory founded by Feng Shuan, the son of Feng Guozhang, in 1921. Yongming Paint Factory, founded by Chen Shifu, a famous chemical industrialist in 1929, was merged in 1958 and is one of the famous paint manufacturing enterprises in China.
Lighthouse paint is also the "rich son" of the paint manufacturing industry, which has a strong historical background and grasps the tide of restructuring the times. I thought there would be a bright future in the future, but I didn't want to be nibbled by capital and become a victim of capital.
In 1998, Lighthouse Paint experienced a major shareholder change: Tianjin Jinlian Investment Co., Ltd. (hereinafter referred to as "Jinlian Investment") became the owner of 54. However, after the major shareholder took over Lighthouse Paint, it sold the original paint assets directly, and the investment in related businesses was forced to stop.
With the operation of "de-coating" invested by Jinlian, lighthouse coatings have turned from profit to loss since 2001. After that, Lighthouse Paint set its sights on the field of power supply and planned to acquire Peace Bay Power Supply, but eventually died. Lighthouse Paint, which failed in the
first transformation, was once labeled as "ST (loss stock)" and "* ST (delisting risk warning)" because of the hollowing out of Jinlian's investment.
In 2004, Lighthouse Coatings was reorganized and renamed Tianjin Binhai Energy Development Co., Ltd. After that, Binhai Energy carried out a series of operations, and the company's business became mainly packaging printing and publication printing. However, the situation of continuous losses has not improved .
Until October 28, 2021, chemical manufacturing giant Xuyang Holdings acquired 20% of Binhai Energy at a price of 600 million yuan, becoming the controlling shareholder of the company, and Yang Xuegang became the actual controller. Then Binhai Energy was stripped of its packaging and printing business and transformed into new energy, new materials and other industries.
However, it is worrying for Binhai Energy to devote itself to photovoltaics at this time. Although there are precedents for successful self-help enterprises of cross-border photovoltaic, such as Junda shares. But now the photovoltaic industry is trapped in a "strange circle": one side is the predicament of overcapacity, and the other side is the enthusiasm for large-scale expansion of production. Since
this year, the prices of silicon materials, silicon wafers and components have been declining all the way, and the market competition has become more intense. The first-tier enterprises can still continue to move forward by virtue of their strong family background, but the second-tier and third-tier enterprises can be said to be increasingly difficult.
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