Source: Polaris Solar PV Network

Silicon material-silicon wafer-battery-module, in the new era of national photovoltaic wind, the industry and the industry are well aware of the main industry chain of photovoltaic manufacturing. However, the molding of a photovoltaic module does not leave the auxiliary materials such as adhesive film, backplane, glass, and welding tape.

On July 21, Changzhou Betterial Film Technology Co., Ltd. (hereinafter referred to as "Betterial") Xianyang Base Phase I 4GW Photovoltaic Encapsulation Film Project was officially put into production, superimposed the second phase of 4GW capacity, and will be committed to serving Shaanxi, Inner Mongolia, Component companies in Ningxia and other northwestern regions have strengthened collaboration and support, reduced logistics costs, and provided component companies with more efficient and safer supply services. Leaders at all levels from Shaanxi Provincial Department of Industry and Information Technology, Xianyang City, Qindu District, Changjiang Securities, Zhongrui Wisdom, Shaanxi Logistics Group, Yanchang Petroleum, LONGi Green Energy, Shaanxi Photovoltaic Industry Alliance and other enterprises and institutions, as well as dozens of The media witnessed this important moment together.

Total production capacity climbed to 76GW in the fourth quarter

Established in 2007, the photovoltaic film division was established in 2011. After more than ten years of precipitation,Betterial is well known by the industry as a leading supplier of leading auxiliary materials in photovoltaic industry technology and scale. The strategic investment shareholders include China Power Investment, China Merchants, Three Gorges Capital, Sinopec Capital and other "big men".

The Xianyang base of Betterial started in 2021. In August last year, Betterial signed a project investment agreement with the Management Committee of the Equipment Manufacturing Industrial Park of Xianyang City, Shaanxi Province and the State-owned Investment Company of Qindu District, Xianyang City, and made every effort to build and complement the photovoltaic industry in Shaanxi. Xianyang base of the industrial chain.

It was put into production less than a year after the contract was signed. At the event site, Huang Long, member of the Standing Committee of the Qindu District Committee of Xianyang City, Shaanxi Province and executive deputy head of the district, expressed his full affirmation in his speech. He said that after the signing of the project, the "Qindu Speed" was activated up and down in the whole district, and the "acceleration" of the project was accelerated by connecting ahead of time and serving in the front. He hoped that Betterial Xianyang Base would speed up market expansion and full-scale production, help the photovoltaic industry in the region to extend, supplement and strengthen the chain, and make greater contributions to the high-quality development of the city's photovoltaic new energy industry clusters.

"In the next ten years, the new installed capacity of solar energy in the world will exceed 1,200GW, accounting for 33.9% of the global power structure share. Among them, China will increase by 559GW, and the installed capacity will increase to 47%." Relying on the huge market prospects, Chairman of Changjiang Securities Jin Caijiu sent a message to the 100-year-old, and the operation of the Xianyang base will provide important support for the implementation of Shaanxi's "dual carbon" target strategy.

As an important auxiliary material of photovoltaic modules, the quality of the adhesive film and the matching degree with the photovoltaic cell determine the life of the module, which in turn affects the power generation of the power station throughout the life cycle. According to Ru Zhengwei, chairman of Betterial, in the past ten years, Betterial has provided different product formulas to each component company, striving to achieve the best overall performance and longest lifespan. Such a high degree of customization is The unique ecological advantages of China's supply chain are also a microcosm of the rise of China's photovoltaics.

The Xianyang base is the fourth manufacturing base in the world, and the second phase of the Chuzhou base and the Vietnam base will also be put into operation.

Supplementary chain, stable chain, strong chain

It is worth noting that the commissioning of Betterial Xianyang base is not only an expansion of production capacity, but an important part of photovoltaic manufacturing in Shaanxi and even northwest China.

Under the macro background of implementing the "dual carbon" goal, the photovoltaic industry is becoming a new type of industry undergoing strategic transformation in various provinces across the country. Laying a solid industrial foundation and enhancing industrial resilience, supplementing, stabilizing and strengthening the chain have become one of the important tasks of local governments.

Taking Shaanxi Province as an example, Huang Xinbo, deputy director of the Shaanxi Provincial Department of Industry and Information Technology, introduced that by the end of the "14th Five-Year Plan", the output value of Shaanxi's photovoltaic industry is expected to reach 150 billion yuan, with an average annual growth rate of 12%. In order to achieve the goal, one of the important tasks is to play the role of a leading enterprise and form a cohesive effect. On the one hand, it encourages upstream and downstream enterprises to carry out research and development and innovation of supporting technologies based on the needs of leading enterprises; on the other hand, it attracts investment from enterprises outside the province and builds and improves the photovoltaic ecological environment in Shaanxi by focusing on the weak links of the industrial chain. High-quality development of the photovoltaic industry.

The Betterial is a classic case. In the northwest region, LONGi Green Energy, the world's leading module company, is an important module customer of Batterial. According to Zheng Hongyi, Director of the Strategic Materials Purchasing Department of LONGi Green Energy Modules, the landing of Batterial in Xianyang is good for LONGi's resource security and the expansion of Batterial' scale, and it can be used as a platform for chain building and replenishment in Shaanxi. An important example, attracting the upstream and downstream of the entire photovoltaic industry, including module factories to build a photovoltaic industry chain in Shaanxi.

It is reported that on July 20, Li Zhenguo, the leader of the local government of Shaanxi and the president of LONGi Green Energy, led a team to the Batterial Xianyang base ahead of schedule to have a detailed understanding of the construction, production and product technology of the base. The high level of cooperation in Betterial is full of expectations.

Ru Zhengwei attributed the advantages of supporting the industrial chain to three points. One is to ensure the safety of the supply chain, especially in special moments of epidemics or traffic problems; the other is to greatly highlight the economy, timely production, and timely supply. Goods, high turnover saves financial costs; the third is collaborative innovation, such as Batterial and LONGi jointly promoting the progress of adhesive film technology, the economic value of technological progress is paramount.

For the importance of replenishing, stabilizing and strengthening the chain, Betterial can be said to have a deep understanding of the importance of the chain. Yanchang Petroleum is an important supplier of EVA particles, the raw material of Betterial Photovoltaic Films. According to Jiang Hao, executive director and general manager of Yanchang Petroleum (Shanghai) Sales Company, serving the local industrial chain can save at least 350-400 yuan per ton in terms of freight savings. Jiang Hao expects that the tight supply of EVA particles will continue until 2024, and the proportion of imports may drop from 80% to 20% by 2024, but before that, there may be overheating in local areas and time periods "Extending the production capacity of oil will provide sufficient supply, giving priority to the full production of Betterial."

In addition, in terms of policies, funds, logistics, etc., Shaanxi is striving to consolidate the supporting and supporting work of the entire photovoltaic industry chain.

It can be expected that under the "dual carbon" goal, not only the battle of photovoltaic economy, but also the battle for advantageous enterprises to supplement the chain, stabilize the chain, and strengthen the chain will be launched in various places.