Foxconn GCL PV "aircraft carrier" will be stranded

In Datong in November, the weather is already cold. In the southern suburbs about 16 kilometers from the city center, a large area of ​​saline-alkali land was covered with hoarfrost. Although it is close to noon, the sun in the sky is bright and dazzling, but it is still difficult to melt the hoarfrost on the wasteland. Here is the location of the Datong PV power plant project that has received much attention. On September 16, Foxconn Group Chairman Guo Taiming and Chairman of the GCL Group, Zhu Gongshan, just co-founded Foxconn GCL Xintong New Energy Industry Group Co., Ltd. and held a groundbreaking ceremony for the newly established PV power plant project. Compared with the scene of the heat of the day, the scene is a bit depressed. Six signs were placed on the wasteland near the road to introduce the general situation of the project; two two-story shacks stood alone next to each other, and the room was empty. In fact, this claim is that Foxconn and Poly GCL have joined forces to invest 90 billion yuan in Datong to create a vertically integrated photovoltaic power generation project, which seems to be experiencing variables. "Foxconn said it is very big, but it has not been actually invested in Datong." A person familiar with the Shanxi investment community told reporters that "the Datong government intends to let GCL-Poly do it alone." Previously, Foxconn had already cooperated with Poly Xin established a group company. Although it did not sign a substantial investment agreement, the two parties intend to build a vertically integrated industrial chain from polysilicon production to power station operation in Datong. For the partner Foxconn's "do not move", the general director of the Poly GCL Project in Datong is not willing to talk more about it. "The projects are still in the stage of approval, and may not run for two years." And eager to be in the new energy project, Especially in Datong City, where the photovoltaic industry has seen results, it is obviously not always possible to wait. A project leader of Central PV, a subsidiary of GCL-Poly, revealed that the project did change. “The total scale of this project will be 500 MW, but Datong City let us start with a 20 MW start-up project.” 600 million tons of coal attracted to GCL? Perhaps most of the same people are still unclear. GCL-Poly is China's largest polysilicon producer, but almost randomly stops a taxi on the street and reports the name of “Golly GCL”. The driver can drive without hesitation. A 5-story white building next to the Yingbin Bridge in the Old Town. This area is not the most prosperous area in Datong, but because the Yingbin Bridge is the connecting line between the new and the old city, several newly built neighborhoods have become the highest prices in the city. Next to a high-end residential building, the small white building where GCL is located is quite inconspicuous. On the exhibition panel on the first floor of the office building, an introduction to the Datong PV project reads: The total investment of the project is 28.74 billion yuan, covering key projects such as polysilicon, ingots and photovoltaic power stations. After the project is put into production, it is expected to create an output value of about 80 billion yuan / year, providing nearly 10,000 jobs. GCL-Poly has clearly drawn a "big cake" worthy of expectation for Datong City, and Datong City has also given a gift. Previously, this white building was once the administrative approval center of Datong City. An informed source revealed that earlier this year, the government approval center moved to the new city, and the building was provided by the Datong Municipal Government to GCL-Poly as a temporary office. "It is said that GCL-Poly does not have to give money." However, for GCL-Poly, "the real attraction to them is Datong, which is the city's commitment to GCL-Poly 600 million tons of high-quality coal." A person familiar with the matter said, "This way GCL can supply its own power to the silicon plant to reduce the production cost of polysilicon.” People familiar with the matter did not respond positively to the 600 million tons of coal, but he admitted that Shanxi Province is transforming traditional energy into a new energy province. Development, the provincial party committee, the provincial government set the policy is to use resources for technology, projects and investment. "This is also the experience of some western provinces. If we do not allocate resources, no one will take the initiative to invest." Taking Inner Mongolia as an example, in 2009, Inner Mongolia Autonomous Region issued the "Opinions of the Inner Mongolia Autonomous Region People's Government on Further Improving Coal Resource Management" (Internal Affairs [2009] No. 50). It is clearly stipulated that one-time completion of new large-scale equipment manufacturing and high-tech projects with a fixed asset investment of more than 4 billion yuan can allocate coal resources, with 100 million tons of coal resources allocated for every 2 billion yuan, and a project with a maximum of 10 coal resources. Billion tons. However, people familiar with the matter said that GCL-Poly's PV project is the first resource-for-investment project in Shanxi Province. “There is no specific quantitative replacement standard in Shanxi. We choose cooperation based on the project's gold content and contribution to Shanxi's economy. The main body, then give them some resources to support. According to the above-mentioned insiders, in order to ensure the investment of Foxconn and GCL-Poly, the Shanxi Provincial Government has a full set of teams to help out, and there is no need for pre-examination of relevant local departments in land support. "Guo Taiming also proposed conditions, the Shanxi Provincial Government should make up 0.4 yuan / kWh on the basis of the national 1 yuan / kW photovoltaic benchmark on-grid price." For Foxconn's "lion opening", Shanxi Province should be given a promise. But so far, "Guo Taiming has not actually invested after participating in the groundbreaking ceremony," said the person familiar with the matter. When does Foxconn invest? Earlier this year, when Foxconn was about to enter the photovoltaic industry, many people were surprised, but people familiar with the matter said that as early as last year, Guo Taiming had had relevant contacts with Datong. "At that time, they were in new energy. There are already a team of more than a dozen people. It is understood that Datong City started talks with Foxconn and Poly GCL on May 20 this year, and basically reached an agreement on investing in the photovoltaic industry. Subsequently, on August 5, the three parties signed a strategic cooperation intention for new energy and emerging industries in Taiyuan. At the signing ceremony, some key personnel of the meeting took a group photo. Among the 8 people, Wang Jun, the governor of Shanxi Province, Li Xiaopeng, the deputy governor of Shanxi Province, Guo Taiming and Zhu Gongshan stood in the middle. Today, there are still four plaques hanging in the door of the small white building where GCL-Poly is located: Datong Xiehe Silicon Materials Co., Ltd. (hereinafter referred to as Xiehe Silicon Materials), Gieseng Group Datong Silicon Coal Power Project Headquarters, Datong Foxconn Association Xin Photovoltaic Power Generation Co., Ltd. (hereinafter referred to as Fuxie Photovoltaic Power Generation) and Datong Xiexin Coal Sales Energy Co., Ltd. (funded), but none of the employees in this building came from Foxconn. At the time of Foxconn and GCL in the agreement, the way to determine is that GCL will do polysilicon, silicon wafers, power stations and EPC packages. Foxconn will take advantage of its own cost control and be responsible for batteries with relatively low technical content and production. The person familiar with the matter said. Foxconn GCL Xintong 500MW PV project was informed by reporters that when the project cooperation was confirmed, GCL-Poly and Foxconn jointly created Xiehe Silicon Materials, of which GCL-Poly Holdings held 85% and Foxconn participated in 15%; the components were made by Foxconn itself. However, GCL's requirements for the production of components must use its own silicon; focus on the downstream power station development Fusuke photovoltaic power generation is 60% by Foxconn Holdings, GCL shares 40%. However, this is only at the level of the cooperation agreement, and the specific investment agreement has not been signed. According to the above-mentioned insiders, Guo Taiming has been to Datong for several times. In addition to new energy, he has also had contact with Datong in the processing and information industry. He has recently done cloud computing centers in Datong, but they are all in the startup stage. . "Foxconn's action is indeed a bit slow, so Datong wants to let GCL do it by itself." People familiar with the matter said. In his view, this is not a very difficult thing. "GCL has mature technology and market. In contrast, Foxconn has no relevant production experience as a latecomer." According to the information disclosure disclosed by GCL-Poly, Its polysilicon production capacity will reach 46,000 tons by the end of this year, and wafer production capacity has reached 6.5 GW in July this year. In addition, GCL also operates 11 MW and 20 MW PV plants in the US and Xuzhou, Jiangsu. In fact, GCL-Poly has issued a special announcement on September 22, "There is news that GCL-Poly will cooperate with Foxconn Group to build a battery and components. GCL-Poly Group is not considering participating in the battery and The manufacture of components. As for the cooperation with Foxconn Group in other solar energy fields, it is still at the stage of the letter of intent.” Kong Yuan’s ignorance of the construction of the factory, he only said that “the infrastructure projects of the photovoltaic power station are not yet completed, but then The first phase of the 20 MW power station project will be completed by Zhonghuan PV.” In 2013, Datong County, which is close to the urban area of ​​Datong City, is not rich in coal resources. The industry is still dominated by agriculture, but there are large flats. Of the land, many of them are still difficult to use saline-alkali land. Therefore, when planning the photovoltaic industry, the Planning Bureau selected the location of the solar power station and the new energy industry base in Dangliuzhuang Township, Datong County. The groundbreaking ceremony for the photovoltaic power station on September 16 was held in the village of Pingpu in the township. At the construction site of the photovoltaic power station about 2-3 km away from the Dangzhuang Township Government, a sign clearly stated that the site of the Datong Xiehe Photovoltaic Power Generation Project is located in the village of Dangpu Village, Dangzhuang Township, with a total project size of 500 MW. The construction scale of this period is 20 MW and covers an area of ​​600 mu. The project started on September 16, 2011 and is scheduled to be completed on December 26 this year and all connected to the grid for power generation. However, Zhang Yixin, deputy secretary of the party committee of the village of Liuzhuang, told this reporter that he did not even know where the project that was raging on the Internet would be built. "We haven't got any specific news yet. I don't know which companies are going to use the land. How much land is used, and I don't know how to compensate us for the land." The only thing Zhang Yixin can confirm is that it is only one road with the PV power plant construction site. After that, the city government is repairing a new road called “Datong South Road of Datong City”. According to the planning of the Municipal Planning Bureau, a new energy industry base will be built here, consisting of three parts: GCL Park, Foxconn Park and International Photovoltaic Industrial Park. “There will be no change in the new energy industry base of about 30 square kilometers. We have started a 50,000-ton polysilicon project now, and the implementation of the entire project requires a process.” Yang Yingxu, chief planner of Datong City Planning Bureau. In fact, on the 5th day after the foundation of the Datong PV power plant project on September 16, Datong Mayor Yan Yanbo took over the plaque of the 2013 SD contest from the hands of Liu Tienan, the director of the National Energy Administration, to a certain extent. Let Datong City develop the photovoltaic industry into a "must do not do." The SD Contest is also called the Solar Decathlon, which was held for the first time in Washington, DC in 2002. During the visit of President Hu Jintao to the United States in January this year, the SD Contest was introduced to China by the National Energy Administration as a new content of Sino-US energy cooperation. After the public selection of the process of bidding for recruitment, plan comparison and field visit, Datong was selected. To host the city. "If Datong still does not have a photovoltaic industry when the 2013 competition is held, it will be difficult for the international community to recognize their qualifications and it is difficult to admit that they are new energy cities," a person familiar with the matter said. Data from the Datong Municipal Development and Reform Commission show that Datong’s current industrial added value is 64% from coal and only 36% from non-coal. Datong City plans to increase the contribution of non-coal industry to 60% during the “Twelfth Five-Year Plan” period, and one-fourth of this is from the new energy industry. “Datong used to have no foundation in the photovoltaic industry, but it also shows that our potential and market are very large from scratch.” People familiar with the matter said. Although the current overcapacity of polysilicon and photovoltaic modules is an indisputable fact, people familiar with the matter still stressed that they will vigorously introduce enterprises to develop related manufacturing industries in Datong. "If we only install power stations here, then we use our land and sunshine to pull The GDP of developed provinces such as Jiangsu and Zhejiang provinces has not been driven by our regional economy.” According to informed sources, the preliminary work of the 25,000-ton polysilicon manufacturing project of GCL was basically completed. However, Kong Yuan told this reporter that "the relevant projects are still being approved, and there is no more progress yet."

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