On the evening of October 11, TCL Zhonghuan released the "Prospectus for the issuance of convertible corporate bonds by TCL Zhonghuan New Energy Technology Co., Ltd. to unspecified objects" (Revised Draft)" announcement. The announcement shows that TCL Central plans to issue convertible bonds to raise 13.8 billion yuan. After deducting the issuance costs, all of it will be used for the 35GW annual high-purity solar ultra-thin monocrystalline silicon wafer smart factory project, TCL Central 25GW N-type TOPCon high-efficiency solar cell Industry 4.0 smart factory project.
Among them, the 35GW high-purity solar ultra-thin monocrystalline silicon wafer smart factory project with an annual output is planned to produce G12 large-size silicon wafers, and the TCL Central 25GW N-type TOPCon high-efficiency solar cell Industry 4.0 smart factory project is planned to produce N-type TOPCon high-efficiency solar cells. In line with the business, N-type TOPCon high-efficiency solar cells will be used in the production of internal supporting component products and will not be sold separately.
TCL Zhonghuan stated that the investment projects this time are centered on the company’s main business and are in line with national industrial policies and the company’s overall business development strategy. Good market prospects. Among them, the implementation of the 35GW high-purity solar ultra-thin monocrystalline silicon wafer smart factory project with an annual output will help the company expand the production capacity and operating scale of the company's strategic product G12, consolidate and improve the company's market position in the field of new energy materials, and boost the The company has developed into the world's leading supplier of new energy materials; the implementation of TCL Zhonghuan's 25GW N-type TOPCon high-efficiency solar cell Industry 4.0 smart factory project will help further promote the company's in-depth development in the photovoltaic industry chain, and is conducive to the development of "G12+ shingled "The advantages of synergy up and down the industrial chain further consolidate the company's core competitiveness. The implementation of the investment projects raised this time will help improve the company's core competitiveness and enhance the company's profitability. It is in line with the company's medium and long-term development plan and the interests of shareholders, and will help the company achieve its business development goals.
It is worth noting that TCL Central reminds that the TCL Central 25GW N-type TOPCon high-efficiency solar cell industry 4.0 smart factory project land is planned to be located in The total land area in the Zhaidong area of Yonghe Industrial Zone in Guangzhou City is approximately 476,000 square meters, of which the first-phase plot area is 242,000 square meters and the second-phase plot area is 234,000 square meters. The project land has passed the pre-examination and has been basically leveled. The project land listing and transfer process is being carried out normally according to regulations. The relevant competent authorities have issued written documents to ensure the implementation of the project land. It is expected that there will be no major uncertainties in the project land, but in the follow-up The risk of failure to successfully obtain project land due to unpredictable factors and other reasons cannot be ruled out, and may affect the smooth implementation of the investment project with raised funds.
TCL Zhonghuan also said that the company’s 500MW N-type TOPCon battery demonstration line has achieved mass trial production. Thanks to the company’s differentiated technology, the company is currently The photoelectric conversion efficiency of TOPCon cells in mass production has reached the industry's highest level of 25.7%, and the product yield and non-silicon costs are in line with design expectations and are being continuously optimized. Since TOPCon cells have higher mass production barriers than PERC, the company has strong technical reserves and talents. A solid foundation has been formed in terms of team and production management; the certification of a full range of shingled components using self-produced TOPCon batteries is in progress, and it is expected that all industry mainstream certifications required for component product sales will be completed by January 2024 to comprehensively Ensure the smooth implementation of the 25GW N-type TOPCon high-efficiency solar cell Industry 4.0 smart factory project. However, if the company encounters difficulties in optimizing technical processes, improving yields, and cost control, or if the module product certification progress is lower than expected, which will affect the launch of the project after completion, the economic benefits of the project will be lower than expected or even lower than expected. Risk of mass production failure.
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