In 2023, the scale of the mainland's photovoltaic industry will continue to expand, with the output of major manufacturing links such as polysilicon, silicon wafers, cells, and modules increasing by more than 64% year-on-year, and the total output value of the industry exceeding 1.75 trillion yuan.
The vigorous development of this industry has brought new opportunities for industrial transformation and upgrading to many cities, and a number of 100-billion-level industrial cities dominated by photovoltaic manufacturing have emerged across the country. According to the statistics of Polaris Solar Photovoltaic Network, there are more than 10 cities with an output value of more than 100 billion yuan in photovoltaic manufacturing.
Observing these cities, it is not difficult to find that they have their own focus on the layout of the photovoltaic industry chain, which is closely related to factors such as geographical location and development timing. For example, in eastern coastal cities such as Changzhou, Yancheng, Suzhou, Wuxi, and Yiwu, the industrial chain is mainly concentrated in the manufacturing of batteries, modules, and inverters in the midstream. The central and western cities such as Baotou, Leshan, Xining, and Qujing have become important investment areas for upstream photovoltaic silicon materials.
These cities not only focus on specific links in the industrial chain, but also most of them have built a relatively complete industrial chain system. For example, Changzhou has gathered more than 90 enterprises in the photovoltaic industry chain above designated size, covering all production and manufacturing links except polysilicon. Baotou focuses on the upstream and downstream of the photovoltaic industry chain, and has successfully introduced backsheets, photovoltaic glass, EVA films, combiner boxes, inverters and other supporting links. Hefei has formed a complete industrial closed loop from "raw materials - silicon wafers - inverters - battery modules - power station construction and operation and maintenance - new energy storage - smart energy", except for high-energy-consuming silicon materials, slices and other links, the rest of the links are involved.
01
Shangrao
Business card/goal: World Photovoltaic City
Industrial chain: polysilicon - silicon wafer - cell - module - supporting materials and parts - application
Capacity: Module capacity (38GW)
Output value: In 2023, the photovoltaic new energy industry in Shangrao City will complete an operating income of 162.61 billion yuan
Representative companies: JinkoSolar, Xinyi Solar, Jietai New Energy, Haiyouwei, Caihong, Zhongyu, Hongdao, Chuanhe, Haibo, etc
The photovoltaic industry in Shangrao City started early, and the scale of the industrial cluster is strong. Relying on the advantages of JinkoSolar's leading enterprises, Shangrao City has gathered key links in the upstream and downstream of the photovoltaic industry chain, forming a relatively complete industrial chain from front-end silicon wafers to mid-end photovoltaic glass, adhesive film, batteries, and terminal modules, and in 2023, Shangrao's photovoltaic new energy industry will complete an operating income of 162.61 billion yuan, a year-on-year increase of 31.5%, accounting for 28.9% of the city's above-scale industry.
02
Wuxi
Business card/goal: the birthplace of China's photovoltaic industry
Industrial chain: polysilicon, silicon wafers, cells, modules-monocrystalline furnaces, stringers, atomic layer deposition passivation equipment, CNC diamond wire slicers, photovoltaic grinding machines, polysilicon reduction furnaces
产能:光伏组件产能40.9GW,光伏电池产能10.2GW,光伏硅片产能89.5GW,
Output value: In 2023, the output value of the photovoltaic industry will be 136.556 billion yuan, a year-on-year increase of 36.2%
Representative enterprises: Pilot Intelligence, Hongyuan Green Energy, Otway, Shuangliang Energy Saving, Micro Nano, GCL-ET, Taiji Industry, Sineng Electric, Akcome Technology, Dike Co., Ltd., etc
As the birthplace of China's photovoltaic industry, Wuxi's photovoltaic industry chain covers polysilicon, silicon wafers, cells, modules and other industrial chain links, and has obvious advantages in core product fields such as monocrystalline furnaces, stringer welding machines, atomic layer deposition passivation equipment, CNC diamond wire slicers, photovoltaic grinding machines, polysilicon reduction furnaces, etc., and has a number of local listed companies such as Otway, Microconductive Nano, and Hongyuan Green Energy. In 2023, Wuxi's PV module production capacity will reach 40.9GW, photovoltaic cell production capacity will reach 10.2GW, and photovoltaic silicon wafer production capacity will reach 89.5GW.
03
Chuzhou
Business Card/Goal: The Photovoltaic Capital of the World
Industrial chain: industrial silicon, high-purity silicon materials, silicon ingots/silicon rods/silicon wafers, cells, modules, photovoltaic auxiliary materials and accessories, photovoltaic production equipment to system integration and photovoltaic product applications
Capacity: 62.6GW of photovoltaic modules, 7.17 million tons of photovoltaic glass, and 62GW of photovoltaic cells
Output value: Over 136.2 billion yuan in 2023 (including energy storage)
Representative companies: Jinko, LONGi, Chint New Energy, Risen Energy, Yingfa Ruineng, Follett, Foster, Jietai
From "one grain of sand" to "100 billion industry", with the blessing of quartz sand in "Fengyang County", Chuzhou's photovoltaic industry has developed rapidly. By the end of 2023, Chuzhou has built a photovoltaic module production capacity of 62.6GW, a photovoltaic glass production capacity of 7.17 million tons, a photovoltaic cell production capacity of 62GW, a photovoltaic module production capacity of 50GW under construction, a photovoltaic glass production capacity of 1.13 million tons, and a photovoltaic cell production capacity of 40GW. Chuzhou also proposed that by the end of the "14th Five-Year Plan", the city's photovoltaic module production capacity will reach 150GW, photovoltaic cell production capacity will reach 100GW, photovoltaic glass production capacity will exceed 8 million tons, and the output value of the photovoltaic industry chain will reach 300 billion yuan.
04
Hefei
Industry chain: silicon wafers, cells, modules and accessories, to inverters, system integration and applications
Capacity: Cell, module, and inverter shipments accounted for 4.3%, 10.8%, and 30% of the country's total, respectively
Output value: In 2023, the output value of the photovoltaic and new energy industry chain will exceed 130 billion yuan, an increase of 18.2%
Representative companies: Sungrow, Tongwei Solar, Jinko Solar, GCL Integration, Qingdian Silicon Wafer, Mingguan New Materials, Jinko Frame, Jintaihong Materials
Hefei, which has been labeled as the "most bullish venture capital institution" by the outside world, has been attacking the advanced photovoltaic industry cluster for a long time. At present, in addition to high-energy-consuming links such as silicon materials and slices, Hefei has formed a complete industrial system of "raw materials, silicon wafers, inverters, battery components, power station construction and operation and maintenance, new energy storage, and smart energy", with shipments of cells, modules, and inverters accounting for more than 4.3%, 10.8%, and 30% of the country's total, respectively.
05
Yancheng
Business Card/Goal: Green Energy Capital
Industrial chain: polysilicon, cells, modules, raw materials, intelligent equipment, stringers, laminators
Capacity: 76GW/year of wafers, 145.6GW/year of cells, and 158.8GW/year of modules
Output value: From January to November, the crystalline silicon photovoltaic industry chain achieved a total industrial output value of 120.95 billion yuan, a year-on-year increase of 21.4%
Representative companies: Trina, Canadian Solar, GCL, Runyang, Tongwei, JA Solar, etc
At present, Yancheng has formed a large number of well-known photovoltaic enterprises such as Canadian Solar, Trina Solar, GCL Group, Runyang and other well-known photovoltaic enterprises to settle down and put into operation, forming a relatively complete photovoltaic industry cluster.
06
Suzhou
Industrial chain: polysilicon, wafers, cells, modules, application systems
Output value: In 2023, the output value of Suzhou's new energy-related industries will exceed 350 billion yuan, and the output of solar cells (photovoltaic cells) will increase by 39.5% over the previous year
Representative companies: GCL Group, Canadian Solar, Jolywood, Arctech, Myway, Zhongli Group, GoodWe, Robotec, Cybrid Technology
In 2023, the output value of Suzhou's new energy-related industries exceeded 350 billion yuan, and the output of solar cells (photovoltaic cells) increased by 39.5% over the previous year.
07
turban
Business card/goal: the world's green silicon capital
Industrial chain: crucible - polysilicon - silicon rod - silicon wafer - cell - module - accessories - application
Production capacity: The production capacity of polysilicon, monocrystalline silicon, slicing, cells and modules is 470,000 tons, 232GW, 68GW, 16GW and 17GW respectively, accounting for 30%, 35%, 10%, 5% and 5% of the country, respectively.
Output value: In 2023, Baotou's photovoltaic-related new energy industry will achieve an operating income of about 120 billion yuan
Representative companies: Tongwei, Daqo, Xinte, GCL, Shuangliang, Hongyuan, JA Solar, Canadian Solar, Meike, Risen Energy, Zhuoyu, etc
As an important gathering place of the global silicon industry in China, Baotou has successively introduced backsheets, photovoltaic glass, EVA films, combiner boxes, inverters and other supporting links. The expansion of the scale of the photovoltaic industry has also strongly driven the development of supporting links such as crucibles, carbon-carbon composite materials, and thermal insulation materials. At present, there are projects that have been put into production, under construction or signed in crucibles, diamond wires, photovoltaic glass, photovoltaic brackets, frames, etc., from upstream polysilicon, monocrystalline silicon rods, monocrystalline silicon wafers, to downstream cells, modules and applications, in Baotou, a complete photovoltaic industry chain is clearly visible, and the industrial agglomeration effect has initially appeared.
08
Changzhou
Business card/target: New energy capital
Industrial chain: silicon wafers, cells, modules, accessories, inverters, intelligent equipment
Output value: In 2023, the output value of photovoltaic industrial enterprises above the designated size will be 112.12 billion yuan, a year-on-year increase of 6.1%.
Representative companies: Trina Solar, Almaden, EGing Optoelectronics, Seraphim, Yongzhen Technology
Changzhou, which has just entered the GDP "trillion city", is an "excellent student" in the photovoltaic field. Up to now, Changzhou has built a relatively complete industrial chain, gathering more than 90 enterprises in the photovoltaic industry chain, covering all production and manufacturing links except polysilicon. In 2023, the output value of industrial enterprises above the designated size will be 112.12 billion yuan, a year-on-year increase of 6.1%.
09
Jiaxing
Industrial chain: cells, battery modules, inverters, photovoltaic glass, silver paste, system components
Capacity: 24.3 GW of cells and 36.7 GW of modules per year.
Output value: According to the report of Jiaxing Economic and Information Bureau, Jiaxing's photovoltaic industry is expected to achieve an output value of about 110 billion yuan, accounting for 30% of the province
Representative companies: Follett, Jinko, Chint, LONGi, Tongwei, Canadian Solar, Hesheng Silicon, Xineng Technology, etc
The national photovoltaic looks at Zhejiang, and Zhejiang photovoltaic looks at Jiaxing. Jiaxing's photovoltaic industry started in 2007 and lasted more than 10 years, Jiaxing has formed a relatively complete photovoltaic industry chain system, covering cells, battery module packaging, photovoltaic power generation system integration and supporting accessories production, etc., and there are many leading companies in the industry. As of 2023, there are 18 cell and module companies in Jiaxing, with an annual output of 24.3 GW of cells and 36.7 GW of modules in 2023. The downstream of the industrial chain includes engineering construction, operation and maintenance services, BPC headquarters, etc., and there are 24 enterprises in Jiaxing City.
10
Hostel
Business Card/Target: Photovoltaic Capital
Industrial chain: Trina Solar, Canadian Solar, Longheng New Energy, Zhengyin Electronics, Hongrun Technology, DMC New Energy
Capacity: Wafer, cell, and module production capacity is 25.5GW, 52.28GW, and 38.9GW, respectively
Output value: In 2023, the Suqian crystalline silicon photovoltaic industry chain will be 104 billion yuan
Representative companies: Trina Solar, Canadian Solar, Longheng New Energy, Zhengyin Electronics, Hongrun Technology, and DMC New Energy
Before 2018, Suqian's photovoltaic industry was basically blank. In May 2018, with the successful settlement of Trina Solar's project, Suqian's photovoltaic industry opened a new era of development. Focusing on the industrial chain, the layout of the innovation chain, the allocation of the capital chain, and the deployment of the service chain, we have promoted the formation of a relatively complete industrial chain based on photovoltaic cells and modules, supplemented by silicon wafers, photovoltaic glass, aluminum frames, adhesive films, silver pastes, backsheet base films, and brackets. In 2023, the production capacity of silicon wafers, cells, and modules in Suqian's photovoltaic industry chain will be 25.5GW, 52.28GW, and 38.9GW, respectively. After all the related projects in hand reach production, they can reach 50GW, 72.28GW and 71.5GW respectively.
In addition to the above cities, Yiwu, Leshan, Xining, Qujing is committed to building a photovoltaic industry city, in the government's strong support and a new round of photovoltaic industry scale expansion, these cities and the top ten cities are rapidly narrowing the gap.
11
Yiwu
Business Card/Target: The Light Capital of the World
Industrial chain: polysilicon, wafers, cells, modules, auxiliary materials
Capacity: PV industry cell production capacity of about 83 GW, module production capacity of 65 GW (March 2023)
Output value: In 2023, the photovoltaic output value will be 80.5 billion yuan
Representative companies: JinkoSolar, JA Solar, Trina Solar, Risen Energy, Aiko Co., Ltd
In 2016, Yiwu introduced the photovoltaic industry, and 6 of the top 10 enterprises in Yiwu ball photovoltaic module shipments have landed in Yiwu, with a cell production capacity of about 83GW and a module production capacity of 65GW.
12
Leshan
Business Card/Target: China's Green Silicon Valley
Industry chain: polysilicon, rods, slices, cells, modules
Capacity: 360,000 tons of polysilicon, 67GW of rod cutting and 38GW of slicing capacity
Output value: In 2023, the output value of the crystalline silicon photovoltaic industry will be 83.62 billion yuan
Representative companies: Tongwei Yongxiang, Jinko Solar, LONGi, Trina Solar, Jingyuntong, GCL Technology
At present, Leshan has formed a production capacity of 360,000 tons of polysilicon, 67GW of rod cutting and 38GW of slices, and the output value of the crystalline silicon photovoltaic industry will be 83.62 billion yuan in 2023, ranking first in the world in terms of production capacity and shipments.
13
Xining
Business card/target: National clean energy industry highland
Industrial chain: industrial silicon - polysilicon - monocrystalline silicon - slicing - solar cells - battery modules - photovoltaic applications
Production capacity: 145,300 tons of polysilicon, 102.5 GW of monocrystalline silicon, 5.6 GW of chips, 5.7 GW of photovoltaic cells, 5.9 GW of photovoltaic modules, 57,000 tons of brackets, and 170,000 quartz crucibles
Output value: In 2023, the total industrial output value of Xining's photovoltaic manufacturing industry will be 51.87 billion yuan, a year-on-year increase of 26.9%
Representative companies: Trina Solar, Asia Silicon, Gaojing Solar, Canadian Solar, Lihao Semiconductor, JinkoSolar
Relying on Qinghai's resource advantages and its own industrial base, Xining actively integrates into the construction of the national clean energy industry highland, and has successfully built a relatively complete photovoltaic manufacturing industry chain of "polysilicon-monocrystalline silicon-slices-solar cells-battery modules", with an annual output of 145,300 tons of polysilicon, 102.5 GW of monocrystalline silicon, 5.6 GW of slices, 5.7 GW of photovoltaic cells, 5.9 GW of photovoltaic modules, 57,000 tons of supporting photovoltaic brackets, and 170,000 quartz crucibles.
14
Qu Jing
Business Card/Goal: The Photovoltaic Capital of the World
Industrial chain: polycrystalline silicon - monocrystalline silicon rod - monocrystalline silicon wafer - cell - module, application
产能:60GW单晶硅棒及50GW单晶硅片、23GW电池片、5GW组件
Output value: In 2023, Qujing's green silicon photovoltaic industry will achieve an output value of 25.297 billion yuan
Representative companies: LONGi, JA Solar, Solar, Xinyi Group, Jiangsu Runyang
Qujing is committed to building the green silicon photovoltaic industry into a 100-billion-level industrial cluster, and has successively introduced 15 leading enterprises in the industry such as LONGi, JA Solar, Sunshine Energy, Xinyi Group, Jiangsu Runyang, etc., and has built or is building 60GW monocrystalline silicon rods, 50GW monocrystalline silicon wafers, 23GW cells, 5GW modules and other production capacity, realizing the closed-loop development of the whole industry chain, and the completed monocrystalline silicon rod and slice production capacity accounts for 9% of the country and 50% of Yunnan Province. In 2023, the output value will reach 25.3 billion yuan, accounting for 8% of Qujing's industrial output value above the designated size, driving the growth of industrial added value above the designated size by 2.8 percentage points and the growth of regional GDP by 0.6 percentage points.