Summary of silicon material industry news:
One
4 billion yuan solar ingot project of atlas settled in Baotou
Two
Longji silicon chip price reduction!
Three
Tangshan Sanfu 75000 T / a silane coupling agent project starts
Four
Sibao Technology: endogenetic and epitaxial global layout, guaranteed performance growth
Five
Elion clean energy: 2019 revenue 12.367 billion yuan net profit 900 million yuan
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4 billion yuan solar ingot project of No.1 atlas settled in Baotou
The total investment of the project is 4 billion yuan. In 2020, it is planned to invest 60 million yuan and complete the investment of 03 million yuan to continue the construction of industrial projects.
The project is located in Sino German Industrial Park, the new planning area of the equipment Park, covering an area of 367 Mu and a construction area of 114000 square meters. The project will be completed in three phases, mainly including factory building, comprehensive building warehouse and supporting facilities. After the completion of the project, it will have an annual production capacity of 3.0gw solar ingot.
Current project progress: 99 polycrystalline ingot furnaces in 101 × polycrystalline ingot workshop have been put into operation; the first 24 monocrystalline furnaces in 104 × monocrystalline workshop have been put into operation; 105 × polycrystalline workshop has been closed, and polycrystalline equipment has been mobilized according to market and photovoltaic policy. (Baotou people's Government)
No.2 price reduction of Longji silicon chip!
Longji shares released the price announcement of monocrystalline silicon wafer, compared with the price announced last month, the thickness of monocrystalline silicon wafer p-type M6 180 μ m (166 / 223mm) decreased from 3.41 yuan to 3.26 yuan, while the thickness of monocrystalline silicon wafer p-type 158.75/223mm 180 μ m decreased from 3.32 yuan to 3.17 yuan, both of which decreased by 0.15 yuan. A more important signal is the cancellation of M2's offer. At the same time, the time point of price announcement was 20 days earlier than the announcement at the end of last month. (Longji)
No.3 Tangshan Sanfu 75000 T / a silane coupling agent project starts
Recently, Tangshan Sanfu New Material Co., Ltd. started the 75000 ton silane coupling agent project.
The total investment of the project is 1 billion yuan, covering an area of 320 mu. The silane coupling agent is a new silicone material fine chemical field encouraged by the state. It is mainly used in glass fiber surface treatment agent, inorganic filler surface treatment agent and sealant, resin packaging material, tire, paint, adhesive, grinding material and other surface treatment agents. After the completion of the project, the annual sales revenue will be 1.6 billion yuan, the annual profit will be 400 million yuan, and 600 new jobs will be created, which will be listed in the 2020 provincial key project plan of Hebei Province.
This 75000 ton silane coupling agent project is one of the three phases of the whole Sanfu silane coupling agent project in Tangshan. Last year, Tangshan Sanfu invested 31.35 million yuan to build a 15 kt / a silane coupling agent intermediate device on the east side of the open road of Nanpu Development Zone in Tangshan City, which is the first phase of the project, and the products produced are silane coupling agent intermediate products, mainly providing raw materials for the following two phases of the project products, with a small number of products for sale.
Tangshan Sanfu is mainly engaged in the research, development, production and sales of chemical products such as trichlorosilane, high-purity silicon tetrachloride, electronic grade silicon dichloride, electronic grade silicon trichloride, potassium hydroxide, potassium sulfate, etc. At present, the production system of trichlorosilane, silicon tetrachloride, potassium hydroxide and potassium sulfate - "two silicon and two potassium" has been realized to realize coordinated production, resource recycling and mutual support of products. The circular industry chain has been initially formed, and a new green circular development path of chemical industry has been found. (silicone Forum)
No.4 Sibao Technology: endogenous and epitaxial global layout, guaranteed performance growth
As the only listed company in China that integrates the production, R & D and manufacturing of special production equipment for silicone room temperature glue, Sibao technology has formed a business structure with silicone room temperature glue as the main part and special production equipment for glue making as the auxiliary part. Its products are widely used in building doors and windows curtain walls, energy conservation and environmental protection, electronic power, automobile manufacturing, highway bridges and airport runways, subway engineering Solar energy and other fields. After more than 20 years of development, it has become a leading domestic enterprise with independent intellectual property rights, high brand awareness, unique formula design ability and strong technical reserves in the silicone room temperature adhesive industry, and can develop different performance products according to the diversified requirements of customers.
With the steady growth of electronic information manufacturing industry and home appliance industry, the market demand for sealant for electronic appliances is expanding. Sibao technology has increased the global layout of endogenous and epitaxy, with guaranteed performance growth. In 2019, new products such as reactive polyurethane hot melt adhesive for automobile lamps, high-performance polyurethane sealant for automobile and high-performance silane modified sealant developed by Sibao science and technology were successfully launched into the market, and the developed silicon / carbon composite anode material for high specific capacity lithium-ion battery entered the stage of amplification and trial use. At present, the silicone sealant products of Sibao technology have been sold in 5g communication, power battery, power supply, lighting and other fields, and the operating revenue in 2019 increased by 100.02% year on year. In 2020, Sibao technology will focus on expanding the sales of adhesive, heat conduction, potting and other sealant products in the fields of automobile manufacturing, photovoltaic new energy, rail transit, electronic appliances, etc., and the sales of industrial adhesive is planned to increase by 50%. Realize the double growth of scale and sales, and further enhance the leading position of the company in the silicone sealant industry. In addition, through capital operation, investment and M & A, focusing on the field of organosilicon materials and adhesive industry, we are seeking cooperation with enterprises with new products and technologies to improve the company's scale and overall strength.
According to the 2019 annual report, Sibao technology achieved an operating revenue of 1.018 billion yuan (+ 16.94%), an operating profit of 147 million yuan (+ 118.48%), and a net profit of 132 million yuan (+ 102.00%) attributable to shareholders of listed companies. The operating revenue of industrial rubber is 77.22 million yuan, accounting for 7.58% (+ 43.38%) of the total revenue, and the gross profit margin is 40.76% (+ 6.33%).
The company's accumulated distributable profit for shareholders in this year is 256 million yuan, and the balance of capital reserve at the end of this year is 38 million yuan. The profit distribution plan for 2019 is proposed as follows: deduct 500000 shares in the company's special account for repurchase with 330901951 shares of the company's total capital stock, and finally 330401 shares, 951 shares are taken as the base, and 1.5 yuan (including tax) of cash dividends are distributed to all shareholders for every 10 shares, with a total of 49560292.65 yuan (including tax) of cash dividends. No capital reserve is transferred to increase capital stock, and the remaining undistributed profits are carried forward for annual distribution. Before the implementation of the distribution plan, if the share capital of the company changes due to share buyback, share buyback cancellation and other reasons, the company will adjust the distribution proportion according to the principle of "the total amount of dividends remains unchanged". (panoramic network)
No.5 billion profit clean energy: 2019 revenue 12.367 billion yuan net profit 900 million yuan
Recently, elion Jieneng released its 2019 annual report. During the reporting period, the company's operating revenue was 12.367 billion yuan, a decrease of 28.81% over the same period of last year, including 261 million yuan of photovoltaic power generation, an increase of 1.48% over the same period of last year; the net profit attributable to the parent company was 900 million yuan, 771 million yuan, an increase of 16.77%. As of December 31, 2019, the total assets of the company are 34.484 billion yuan, and the net assets attributable to the parent company are 15.372 billion yuan.
Yili Jieneng pointed out that the operating revenue of the current period was 28.81% lower than that of the same period of last year, of which: the chemical manufacturing industry was 6.62% lower than that of last year; the operating revenue of supply chain logistics business was 54.05% lower than that of last year, mainly because the company focused on e-commerce platform and modern logistics business, optimized supply chain logistics business, and quit non main business, The decrease of high-risk, low gross profit business and unit price of bulk chemical products underwritten reduced revenue, resulting in a significant drop in operating revenue compared with the previous year; the decrease of coal mining business by 69.16%, the transfer of Dongbo coal mine equity by the company, resulting in the termination of business; The coal transportation and marketing business decreased by 26.17% year on year, mainly due to the increase of renewable energy power generation on the Internet, such as photovoltaic power generation, wind power, etc., the decrease of coal demand for power generation, and the decrease of unit price of exported coal; the clean energy business increased by 29.90% year on year, mainly due to the increase of operating revenue due to the release of clean thermal capacity since the transformation of the company; The year-on-year growth of photovoltaic power generation was 1.48%, mainly due to the year-on-year decline of trading power, the year-on-year increase of basic power, and the increase of revenue due to the change of price difference.
Yili Jieneng said that in order to focus on clean energy and ecological environmental protection industry in an all-round way, under the general strategic direction of the company's future green development and ecological priority, the company adjusted its industrial structure and gradually withdrew from the traditional energy mining industry. During the reporting period, the company sold three coal mining companies, anyuanxi, Dongbo and Hongbin coal.
In terms of ecological photovoltaic industry, Kubuqi ecological photovoltaic project of the company has realized the three-dimensional circular ecological economic chain of "solar power generation, planting and breeding", with multiple benefits taking into account industrial poverty alleviation. The power produced by the project is fully connected to the Internet, and the profitability is stable. During the reporting period, the total scale of grid connected power generation reached 710 megawatts. With the continuous increase of the scale of grid connection, the company's operating performance of stock ecological photovoltaic assets has maintained a good growth trend. (Polaris solar photovoltaic network)