Recently, when the industry is still discussing whether the Datong Photovoltaic Industry Integration Project jointly promoted by GCL-Poly and Foxconn is full of uncertainties, recently GCL-Poly has signed cooperation with China Guangdong Nuclear Power Solar Energy Development Co., Ltd. (hereinafter referred to as “CGNâ€). According to the framework agreement, both parties plan to jointly develop a 1GW photovoltaic power plant project in Datong City. GCL-Poly will be responsible for the design, procurement, and construction management of the photovoltaic project, while CGNPC will be responsible for the operation of the power plant.
Li Shengmao, a senior research fellow at China Investment Consulting Group, pointed out that under the circumstances that GCL-China and Foxconn's photovoltaic integration project failed to start construction quickly, GCL-Poly signed a cooperation agreement with China Guangdong Nuclear Power to vigorously promote the construction and operation of photovoltaic power plants. There will mainly be two impacts. On the one hand, this cooperation will have a positive impact on the progress of Foxconn's acceleration of the Datong project. Since the cooperation project between GCL-Poly and Foxconn also involves the construction and operation of photovoltaic power plants, it is clear that the progress of the cooperation between CGNPC and GCL-Poly in the field of photovoltaic power plants will exert direct pressure on Foxconn.
On the other hand, the cooperation between China Guangdong Nuclear Power and GCL-Poly will help alleviate the pressure on the development of the photovoltaic industry in Datong City Government, and even increase its power to negotiate with Foxconn. At present, vigorously developing the photovoltaic industry has become the established strategy of Datong City. In particular, Datong must successfully host the 2013 International Solar Decathlon Competition. Therefore, it must have a certain amount of photovoltaic industry at that time, and China Guangdong Nuclear Power Co., Ltd. and GCL-Poly will cooperate to promote the area. The construction of the internal photovoltaic power station will greatly reduce the risks caused by the uncertainty of the Foxconn Datong project.
In fact, as long as GCL-Poly is firmly advancing the construction of Datong Photovoltaic Industry Base, the development of Datong's PV industry will not change much. GCL-Poly has signed cooperation agreements with Foxconn and China Guangdong Nuclear Power to jointly promote related photovoltaic projects at Datong, demonstrating its supporting role in the development of the photovoltaic industry in Datong City, and its strategy of firmly advancing the construction of Datong's photovoltaic industry base. GCL-Poly is a well-known polysilicon and silicon wafer manufacturing company both at home and abroad, and also has extensive experience in the integration of photovoltaic systems. Therefore, whether it is its own promotion, or looking for strategic partners to jointly build Datong Photovoltaic Industry Base, it has a strong feasibility.
Li Shengmao believes that GCL-Poly, Foxconn and China Guangdong Nuclear Power will join the construction of Datong Photovoltaic Industry Base, which will steadily advance the strategy for the leap-forward development of the photovoltaic industry in Datong. Although there are certain overlaps between the three companies in the construction of the photovoltaic industry base in Datong City, this will not fundamentally affect the good cooperation between the three companies and form a joint development force. For some time to come, Datong City will actively coordinate the development strategies of the three companies and help them establish a stable and close cooperative relationship at an early date.
Li Shengmao, a senior research fellow at China Investment Consulting Group, pointed out that under the circumstances that GCL-China and Foxconn's photovoltaic integration project failed to start construction quickly, GCL-Poly signed a cooperation agreement with China Guangdong Nuclear Power to vigorously promote the construction and operation of photovoltaic power plants. There will mainly be two impacts. On the one hand, this cooperation will have a positive impact on the progress of Foxconn's acceleration of the Datong project. Since the cooperation project between GCL-Poly and Foxconn also involves the construction and operation of photovoltaic power plants, it is clear that the progress of the cooperation between CGNPC and GCL-Poly in the field of photovoltaic power plants will exert direct pressure on Foxconn.
On the other hand, the cooperation between China Guangdong Nuclear Power and GCL-Poly will help alleviate the pressure on the development of the photovoltaic industry in Datong City Government, and even increase its power to negotiate with Foxconn. At present, vigorously developing the photovoltaic industry has become the established strategy of Datong City. In particular, Datong must successfully host the 2013 International Solar Decathlon Competition. Therefore, it must have a certain amount of photovoltaic industry at that time, and China Guangdong Nuclear Power Co., Ltd. and GCL-Poly will cooperate to promote the area. The construction of the internal photovoltaic power station will greatly reduce the risks caused by the uncertainty of the Foxconn Datong project.
In fact, as long as GCL-Poly is firmly advancing the construction of Datong Photovoltaic Industry Base, the development of Datong's PV industry will not change much. GCL-Poly has signed cooperation agreements with Foxconn and China Guangdong Nuclear Power to jointly promote related photovoltaic projects at Datong, demonstrating its supporting role in the development of the photovoltaic industry in Datong City, and its strategy of firmly advancing the construction of Datong's photovoltaic industry base. GCL-Poly is a well-known polysilicon and silicon wafer manufacturing company both at home and abroad, and also has extensive experience in the integration of photovoltaic systems. Therefore, whether it is its own promotion, or looking for strategic partners to jointly build Datong Photovoltaic Industry Base, it has a strong feasibility.
Li Shengmao believes that GCL-Poly, Foxconn and China Guangdong Nuclear Power will join the construction of Datong Photovoltaic Industry Base, which will steadily advance the strategy for the leap-forward development of the photovoltaic industry in Datong. Although there are certain overlaps between the three companies in the construction of the photovoltaic industry base in Datong City, this will not fundamentally affect the good cooperation between the three companies and form a joint development force. For some time to come, Datong City will actively coordinate the development strategies of the three companies and help them establish a stable and close cooperative relationship at an early date.
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