What kind of spark will the polycrystalline faucet + single crystal faucet GCL and Central ring collide?

Summary Introduction: Yesterday, GCL-Poly Energy announced that on August 11, 2017, the company entered into a framework agreement with Tianjin Central. On the same day, Zhonghuan announced that the company and Poly GCL Energy Holdings Co., Ltd. reached a preliminary cooperation intention, intending to produce polycrystalline silicon in single crystal...
Guide: Yesterday, GCL-Poly Energy announced that on August 11, 2017, the company entered into a framework agreement with Tianjin Central. On the same day, Zhonghuan announced that the company and GCL-Poly Energy Holdings Co., Ltd. reached a preliminary cooperation intention, and planned to carry out comprehensive development in the production of polycrystalline silicon for single crystal, production of single crystal silicon rod, processing of monocrystalline silicon wafer, and development of photovoltaic power station. Cooperation and signed the Cooperation Framework Agreement.
Since the development of the photovoltaic industry, the controversy about the two technical routes of single crystal and polycrystalline has been a hot spot in the industry. In recent years, single crystal technology has achieved breakthrough development, and the cost has been reduced unprecedentedly. Some industry insiders once thought that single crystal will replace the dominant position of polycrystalline in the industry. However, the development of polycrystalline technology is not too much, and the development of diamond wire cutting technology has further reduced the cost of the polycrystalline industry. Since the beginning of this year, Longji has disclosed its world-leading single-crystal low-attenuation technology to the industry. Later, GCL-Poly announced the transfer of mature black silicon texturing technology for TS products. The development of single crystal and polycrystalline can be said to go hand in hand. Successive. Different from the situation of polycrystalline one in previous years, the two technical routes of single crystal polycrystal are developing rapidly, and no one can determine whether the future is a single crystal or a polycrystalline world.
Under this circumstance, single crystal and polycrystalline enterprises that were originally in politics and even often swayed each other quietly changed their attitudes. GCL is laying out the entire PV industry chain, including the single crystal industry; Central shares have also begun to invest in the polysilicon industry. Yesterday, the news that Polycrystalline faucet GCL-Poly and the single-crystal faucet Zhonghuan signed a cooperation agreement broke out, which shocked the entire photovoltaic industry.
What kind of spark will the polycrystalline faucet + single crystal faucet GCL and Central ring collide?
Yesterday, GCL-Poly Energy announced that on August 11, 2017, the company entered into a framework agreement with Tianjin Central.
On the same day, Zhonghuan announced that the company and GCL-Poly Energy Holdings Co., Ltd. reached a preliminary cooperation intention, and planned to carry out comprehensive development in the production of polycrystalline silicon for single crystal, production of single crystal silicon rod, processing of monocrystalline silicon wafer, and development of photovoltaic power station. Cooperation and signed the Cooperation Framework Agreement.
According to the announcement, the two sides will cooperate in various aspects. Among them, in the production and manufacturing of polysilicon, the company will increase the capital of Xinjiang polysilicon project under construction by GCL-Poly; in the production and manufacture of monocrystalline silicon rods, the Zhongli Photovoltaic Phase IV single crystal silicon rod project under construction by GCL-Poly Part of the equity, at the same time, the two parties agreed to jointly plan to jointly invest in the construction of a new single crystal silicon rod project; in the processing of single crystal silicon wafers, the company regards the demand for processing capacity of monocrystalline silicon wafers, and participates in the target slicing factory of GCL-Poly GCL-Poly will transfer part of the equity to the company by means of equity transfer, and jointly seek for the matching of the production capacity of the single crystal silicon rod manufacturing process and the processing of the monocrystalline silicon wafer. In addition, on the basis of the above equity cooperation, the two parties will conduct all-round exchanges and cooperation in the development of photovoltaic power plants and related management, technology and R&D of the photovoltaic industry.
According to the announcement, the cooperation between GCL-Poly and Zhonghuan includes project capital increase, equity participation, capacity matching, etc. It is not difficult to find that the cooperation between GCL-Poly and Zhonghuan is not only strategic. Cooperation, but involves deep cooperation in many aspects such as technology, capital, and equity. As each of Giesin and Central, the leading companies in the field of polycrystalline and single crystal, the business, technology and industrial layout of the two sides are highly complementary. This time, together, it will undoubtedly promote the overall development of the photovoltaic industry. As the Central Shares said in the announcement, this signing marks that the commercialization process of the global PV industry has progressed from adolescence to maturity.
Indeed, from puberty to maturity, China's photovoltaic industry has been stumbling along the way, but has not stopped moving forward. This time, GCL-Poly and Zhonghuan seem to be shocked by the cooperation of the four, but it is also the inevitable market development.
At present, although China's photovoltaic industry has maintained rapid development, there is still a long way to go from the goal of parity online. The goal of achieving a cheap Internet access is by no means achieved by the installed capacity. To achieve a cheaper Internet access, what is needed is the technology optimization of the entire PV industry chain and the cost reduction brought about by industrial upgrading; and the efficiency improvement brought about by the advancement of battery technology. In terms of industrial technology, China's PV industry is facing bottlenecks in recent years.
Any single technical advantage is difficult to directly generate economic benefits, but the combination of multiple advanced technologies can often produce unexpected results. The same is true for the photovoltaic industry. If companies with advanced technology can cooperate and jointly innovate, they will greatly promote the entire photovoltaic industry. Under the rapid development of the photovoltaic market, enterprises with technological and industrial advantages will also cooperate to generate greater economic benefits and share the huge photovoltaic market.
For this cooperation, Chairman of the Board of Directors of GCL-Poly, Zhu Gongshan said that by integrating GCL-Poly's high-quality, low-cost advantages in polysilicon raw materials and the strength of R&D and production of single-crystal products of Zhonghuan, the cooperation between the two parties will gradually highlight the strong competition. Advantages, I believe that it will have an important positive impact on the photovoltaic industry pattern and the sustainable and healthy development of the industry, and strive to basically no longer need state subsidies for photovoltaic power generation before 2020.
Qu Defu, chairman of the Central Group, also said that through the establishment of strategic partnership, the two sides will realize complementary advantages and joint innovation in the new energy photovoltaic industry chain, which will help improve the comprehensive competitiveness of the two partners in the world and promote photovoltaic parity. The early realization of the Internet.
Perhaps we don't know what kind of sparks will happen between GCL and Central, but the very representative cooperation between GCL and Central will promote the chemical reaction between PV companies and promote the development of the entire PV industry. In the future, we may see more PV companies to put aside prejudice and burdens, and cooperate sincerely to promote the development of the entire PV industry.

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