TCL technology running: one -handed polysilicon one -hand semiconductor

21st Century Business Herald Reporter Ni Yuqing Shenzhen Report

On the evening of July 6, TCL Technology announced the latest investment in photovoltaic and semiconductor industry chains.

According to the announcement, TCL Technology's wholly -owned subsidiary Tianjin Silicon Silicon plans to invest 1.8 billion yuan with Jiangsu China to set up a new company to carry out about 100,000 tons of granular silicon projects. Polycrystalline silicon project.

Looking back, after TCL Technology acquired TCL Central in the fourth quarter of 2020, photovoltaic new energy and semiconductor materials became the core main business. In order to improve the layout of the industrial chain, TCL Technology has signed the "Cooperation Framework Agreement" with GCL Group Co., Ltd. and related parties in April this year, and intends to cooperate with the investment in the investment of new optical and electronic -grade silicon materials projects. Today, TCL Technology has jointly launched the cooperation of polysilicon investment in GCL, including the above two major projects.

One is the photovoltaic silicon material project. Tianjin Silicon is intended to jointly invest and set up a new company "Inner Mongolia Xinhuan" and the implementation of about 100,000 tons of granular silicon and silicon -based materials for the comprehensive use of silicon -based materials in the production and development project of the new company. , Inner Mongolia Xinhuan registered capital will formulate 4.5 billion yuan, Tianjin Silicon has invested 1.8 billion yuan, holding 40%of the shares.

The second is the electronic silicon material project. Tianjin Silicon is planned to sign the "Capital Increase Agreement" with Jiangsu Xinhua and Inner Mongolia Xinhua and carry out 10,000 tons of electronic polysilicon projects. Inner Mongolia Xinhua's registered capital increased to 1.8 billion yuan, and Tianjin Silicon's shares held 40%.

Among them, Xinhua, Inner Mongolia is a newly established company on April 29, 2022, and Jiangsu Xinhua holds 100%of its holdings. Jiangsu Xinhua's shareholders are Jiangsu Zhongneng and the National Integrated Circuit Industry Investment Fund Co., Ltd..

TCL Technology said that on the one hand, the investment continues to increase the company's investment layout in the new energy photovoltaic and semiconductor material industry, on the other hand, to achieve the strategic coordination of the industrial chain and strengthen the stability of the supply chain. At present, the G12 large silicon wafer market of TCL technology new energy photovoltaic business ranks first in the world. The tile components with patented advantages are also rapidly volume. In terms of semiconductor material business, the production and sales of 8-12-inch semiconductor silicon wafers are significantly increased.

In recent years, the current price of photovoltaic polycrystalline silicon (average price) has continued to rise. According to Wind data, on June 29, the current price of photovoltaic polycrystalline silicon was $ 35.13/kg, and the period ratio increased by 5.97%. Compared with the current price of $ 6.19/kg on June 24, 2020, an increase of 467.53%.

The Silicon Branch of the China Nonferrous Metal Industry Association pointed out that since 2021, due to the mismatch with the expansion of the downstream silicon wafer capacity, polysilicon has risen from 80,000 yuan/ton in early 2021 to 272,000 yuan/ton in November 2021, an increase of increase More than 3 times.

According to data from the China Photovoltaic Industry Association, the number of global photovoltaic installations from 2022-2024 is 240GW, 275GW, and 300GW, respectively. As an important raw material for the upstream of the photovoltaic industry, polysilicon consumption will also achieve synchronous high -speed growth. Guojin Securities is predicted in accordance with the neutral conditions. The compound growth rate of the demand side of the polysilicon in the next three years is 16%, and the theoretical demand of 2022-2024 is 860,000 tons, 960,000 tons, and 1.05 million tons.

Outside of the polysilicon project, TCL Technology also announced the new layout of the semiconductor silicon wafer field, and announced that recently TCL Technology and Xinxin Semiconductor signed the "Increase Increase Agreement", which subscribed for a registered capital of Xinxin semiconductor for 1,7900.73 million yuan, which accounted for after capital increase. Total capital share of 23.08%.

Xinxin Semiconductor is a 12 -inch semiconductor silicon wafer developer. The announcement shows that the total assets of its assets at the end of March 2022 were 8.207 billion yuan and net assets were 4.522 billion yuan. -193 billion yuan.

TCL Technology said that Xinxin semiconductor has strong technical and resource advantages in the mass production of high -order silicon wafers and overseas market promotion. Through this investment and subsequent management, the company and subsidiaries will further expand the business layout of the semiconductor materials to accelerate the company's semiconductor semiconductor. The strategic goal of the material business "leading in China, global catching up".

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