IN CHNG TRNH NNG LNG V CNG NGH QUANG IN VIT NAM Nh my pin NLMT mng mng 10MW + Nh my in NLMT tch hp 50MW xut chng trnh Quang in VN EURO-TITAN vinh d c xut cung cp cho Vit Nam nn tng v c hi : Khai thc NLMT to ra ngun in nng sch, c th ti to trn mt quy m ln To ra mt ngun cung cc thit b NLMT trong nc gi r B sung vo in li Quc gia v mang in ti cho nhng khu vc cha c in ng dng vo cc mc ch khc nhau: sinh hot, thng mi, tch hp trong cc ta nh, To ra nhiu vic lm sn xut v mt nn tng cng nghip quang in cng ngh cao To ra nhiu vic lm trong lnh vc NLMT, t khu lp t cho n khu vn hnh nh my in Mang n nhiu li ch v mi trng v kinh t xut chng trnh Quang in VN Nh my Quang in tch hp sn xut cho i tc Vit Nam Trin khai Vit Nam mt nh my sn xut tm pin NLMT v mt nh my in mt tri Nh my ny s cung cp trc tip cc tm pin NLMT cho Nh my in vi gi u i, gim chi ph cho Nh my in, v do gim chi ph sn xut in Nh my ny cung cp vic lm, b quyt cng ngh v s pht trin trong nn cng nghip nng lng xanh Trc khi Nh my in hon thnh, Nh my chi tr phn ln cc chi ph v khu hao, Nh my ny c th cung cp tm pin NLMT cho cc nh my in khc hoc cc nhu cu khc. xut chng trnh Quang in VN xut: Nh my pin NLMT 10MW kt hp vi Nh my in NLMT 50MW Nh my pin NLMT 10MW Vit Nam Sn lng: S lng tm phim mng a-Si 1m2 tng ng 10MW Yu cu nh xng: 8500m2 + din tch xe v vn chuyn hng ha Nh my s to ra 300+ vic lm (3 ca), cng vi hng trm vic lm khc Nh my in NLMT s dng tm pin NLMT cung cp bi nh my VN Sn lng: ti a 90+ MM kWh mi nm (vi 1800 gi nng cao im mi nm) Yu cu nh xng: 200-300ha din tch t (ty thuc vo cc tm pin NLMT s dng) Tin trin khai d kin sau khi c cp php v thanh ton ban u: Trn c s hon thnh kp cng tc chun b ti a bn v hon thnh vic thanh ton cho d n xut chng trnh Quang in VN Gi ban u v ngn sch d kin Nh my pin NLMT 10MW Nh my in NLMT 50MW Tng cng Thanh ton cho EURO-TITAN cng vi 20% c phn trong cty lin doanh Cho h thng sn xut cha kha trao tay bao gm k hoch, xy dng, t ng ha, thit b TCO, lp t, kch hot, o to, dch v thit k, cp php cng ngh,v.vv.. $18MM Thit b cn bng h thng (my i in, khung, dy in,v..v..), xy dng, qun l d n k thut, bo hnh,v..v $75MM $93MM Cc chi ph khc d kin (khng thanh ton cho EURO-TITAN Xy dng nh xng, h tng c s, giy php,v.v.. $3MM Mua li cc tm pin NLMT t nh my ch em vi gi chuyn giao l $0.80/Watt . y l doanh thu cho nh my. $40MM $52MM Vn hot ng $2MM Cng lp t $4MM Mua t, xy dng nh xng, lp hng ro, lp t thit b an ninh, xin giy php, kt ni in li,v.v.. $3MM Tng cng $23MM $122M M $145MM xut chng trnh Quang in VN iu khon thanh ton c bn cho cc thit b v dch v ca EURO-TITAN Nh my pin NLMT 10MW Nh my in NLMT 50MW 2% thanh ton quy hoch d n Thanh ton tin mt cho khi ng d n, ln k hoch, thit k v cc dch v xy dng 2% thanh ton quy hoch d n Thanh ton tin mt cho khi ng d n, ln k hoch, thit k v cc dch v xy dng 28% thanh ton chi ph ban u Thanh ton tin mt cho ti liu, giy php, chi ph mua sm ban u 28% thanh ton chi ph ban u Thanh ton tin mt cho ti liu, chi ph mua sm ban u 60% thanh ton tin Thanh ton qua Th tn dng, rt dn theo cc chuyn hng 65% thanh ton tin Thanh ton qua Th tn dng, tng dn theo k hoch xy dng 10% thanh ton khi hon thnh Thanh ton tin mt sau khi h thng c lp t v vt qua c kim tra 5% thanh ton khi hon thnh Thanh ton tin mt sau khi nh my c lp t v vt qua c kim tra xut chng trnh Quang in VN EURO-TITAN mang n cho i tc Vit Nam nhng gi tr quan trng, a dng Gii php trao tay: Nh my pin v Nh my in c chuyn giao trn c s hon thnh v sn sng vn hnh o to: v lp t, vn hnh, bo hnh v an ton Dch v: Thit k, lp k hoch, t vn v Nh my pin, Nh my in, v ng dng cho sn phm u ra Cp nht cng ngh: Nh my thng xuyn c cp nht v cc tin b k thut Bo hnh: Nh my pin: Bo hnh 1 nm cho dy chuyn sn xut, cc thit b v b phn quan trng c bo hnh ca nh sn xut Nh my in: Cc tm pin NLMT gi c ti 80% sn lng in ban u trong vng 20 nm; cc b phn cn bng h thng quan trng c bo hnh ca nh sn xut bn c kim chng: Nh my pin: Cc thit b chnh c th hot ng trong thi gian hn 20 nm, cng vi vic sa cha v bo hnh thch hp, da trn kinh nghim hn 15 nm ca i ng EURO-TITAN v nh my pin NLMT Nh my in: Cc tm pin NLMT c th hot ng t 20-30 nm, da trn kinh nghim hn 20 nm ca i ng EURO-TITAN v nhng nghin cu gn y da trn nhng h thng mi lp t, chi ph bo hnh thng xuyn thp s gip trnh c nhng vn hng hc do khi hu nng xut chng trnh Quang in VN Nhng li ch quan trng ca Chng trnh Quang in Vit Nam Sn xut pin NLMT v in NLMT vi chi ph thp Gii php in bn vng vi ng dng a dng Tit kim chi ph sn xut in nh trnh s dng du, ga, than Ngun nng lng c th m rng h tr pht trin v a dng ha nn kinh t To ra vic lm trong ngnh quang in cng ngh cao, sn xut v b quyt To ra mt trung tm sn xut pin NLMT cho nhu cu trong nc v c c hi xut khu Nn tng nh my c EURO-TITAN h tr pht trin cng ngh trong tng lai Nh my in vi bn c kim chng: kinh nghim hn 20 nm hot ng Nh my in vi cng ngh bo tr thp nht: khng c cc b phn chuyn ng, khng c mng li Cc li ch quan trng khc v mi trng, kinh t v chnh tr BiN ViT NAM TR THNH MT NC I U V NNG LNG MT TRI xut chng trnh Quang in VN EURO-TITAN cung cp gi tr ti u v mi trng Tc ng v mi trng thp nht trong s cc cng ngh NLMT Vt liu n nh, khng c hi: knh, silicon, nhm, km,v.vv.. Khng c cht cadmium (cht gy ung th c trong cadmium telluride v pin NLMT CIGS) Khng c nc (khng ging cc tm pin NLMT hoc my pht in NLMT s dng nhit hi nc) Khng c du (khng ging cc cng ngh theo di mt tri vi cc b phn chuyn ng) Gim khong 544 nghn tn carbon thi vo khng kh mi nm Tng ng vi khong $1,6 triu tn dng carbon (vi mc gi $0.02/kWh) xut chng trnh Quang in VN Li th ca EURO-TITAN Vt tri v k thut, kin thc v sn xut v ng dng, cng nh kinh nghim Cc quy trnh k thut v sn xut c kim chng Sn xut tm pin NLMT v cc gii php sn xut in vi chi ph thp H thng sn xut m-un ph hp vi quy m v thi gian ca k hoch pht trin Nh my c th i vo vn hnh trong vng 10-12 thng v m rng nhanh chng Mng li cc nh my thnh vin ca EURO-TITAN c th gip tng tc khi ng nh my a nh my in vo vn hnh sm, ban u c th s dng cc tm pin NLMT t cc ngun khc ca EURO-TITAN trong khi nh my Vit Nam ang c xy dng Nn tng cng ngh ca nh my c th c m rng tn dng cc c hi hin ti v trong tng lai Lin tc pht trin cng ngh mi lm n by cho cc thit b hin c Tnh lin tc ca cc thit b v quy trnh cho php a dng ha sn phm v chuyn i cng sut Cho php ti a tnh ph hp vi th trng di hn v gi tr u t xut chng trnh Quang in VN Cng ty TNHH Ti nguyn ti to EURO-TITAN EURO-TITAN l cng ty i u trong cng ngh Quang in s dng tm phim mng, ch trng n vic thit k v lp t cc nh my v nh my in tch hp Giu kinh nghim nht: i ng k thut ca chng ti s hu nn tng kinh nghim v b quyt ton din nht th gii trong vic pht trin v thng mi cng ngh sn xut quang in s dng tm phim mng. Chi ph thp hn: Kinh nghim vt tri ca chng ti cho php t c chi ph sn xut thp nht th gii Trin khai mt nh my sn xut m-un quang in Sn xut cc m-un quang in Lp t nh my in PV v sn xut in nng EURO-TITAN gii quyt c thch thc quan trng trong vic sn xut in mt tri vi chi ph thp bng cng ngh v hng chc nm kinh nghim ca mnh xut chng trnh Quang in VN EURO-TITAN: Chuyn mn v kinh nghim v cng ngh PV mng mng i ng k thut ca chng ti i u trong cng ngh PV mng mng i tin phong v m-un PV mng mng v cng ngh Silicon v nh hnh (a- Si) Khi to quy trnh sn xut a-Si theo tiu chun cng nghip L cng ty u tin thng mi ha mng mng PV tng sn xut m-un CIGS PV trong phng th nghim ca chng ti L cng ty u tin thng mi ha m-un mng mng PV lai hai thit b Mi cng ty trn th gii sn xut m-un mng mng PV nn knh u ang s dng mt vi hoc ton b quy trnh sn xut c pht trin bi i ng k thut ca chng ti xut chng trnh Quang in VN Cc tm pin NLMT thng thng s dng cc tm silicon dng tinh th kt ni vi nhau Vt liu cn x l phc tp v tn km Nhiu kh khn trong vic cung cp do s dng trong nhiu ngnh CN -> tng chi ph, tr hon Silicon dng tinh th mang li hiu sut chuyn i t nh nng sang nng lng cao nht (18%), nhng hiu sut ny gim mnh khi ngoi gi nng cao im, vo nhng ngy m u, hoc trong nhit cao xut chng trnh Quang in VN Ti sao la chn mng mng PV? Mt bc t ph v thit k v gi thnh Thay v s dng cc tm silicon kt ni vi nhau, mt mng mng c ph ln trn b mt knh Tm pin mt tri mng mng r hn 30%/Watt so vi cc tm pin mt tri truyn thng Lp cht liu trong cc tm pin mt tri mng mng mng hn 100 ln so vi cc tm pin truyn thng Khng ph thuc vo nguyn liu tinh th silicon vi chi ph cao Rt gn nhiu khu trong quy trnh sn xut v chui cung ng = chi ph thp hn xut chng trnh Quang in VN Ti sao la chn mng mng PV? Mang li gi tr cao hn Cng ngh mng mng vt tri hn Silicon dng tinh th (c-Si) i vi hu ht cc ng dng PV Chi ph u t v vn hnh trn mt Watt thp hn nhiu Hiu sut cao trong mi trng nh sng yu = tn dng c phn ln thi gian sn xut Khng b gin on khi thi tit nhiu my, rm mt Nhng a im c t nh nng mt tri hn vn t c hiu qu ng cong cng sut t bin ng = tt hn, d qun l hn cho in li Hiu sut vt tri trong nhit cao (a-Si) nhng ni c kh hu nng, 1 h thng PV 1MW s dng a-Si hiu sut 5% c th sn xut ra 15% in nng mi nm so vi 1 h thng PV 1MW s dng c-Si hiu sut 18% bn cao v t phi bo tr Vt liu nh gn, ng b, c bt kn Kt ni cc b phn t phc tp Khng cn theo di = chi ph ci t v s dng thp hn Khng c cc b phn chuyn ng phc v v thay th Trng lng nh hn v linh hot hn xut chng trnh Quang in VN Trng tm ca EURO-TITAN: mng mng PV i u v pht trin Mng mng l nhm hng pht trin nhanh nht, v s chim lnh th trng PV Th trng PV mng mng ton cu c kz vng tng trng t 335MW nm 2007 n 6.4GW+ nm 2015 = 80%+ CAGR.* n nm 2015, cng ngh mng mng c kz vng s vt qua cng ngh Silicon dng tinh th trong th phn PV.** * Think Equity Research **Mizuho Securities xut chng trnh Quang in VN nh dng sn phm EURO-TITAN : Mng mng PV trn b mt knh Cc tmpin NLMT bng knh ca EURO-TITAN l la chn ti u, c kim chng Chi ph ti thp hn (trn Watt) so vi tt c cc cng ngh NLMT khc Thit k bng knh c bc ngoi vi bn v n nh c kim chng ln ti hn 25 nm Nghin cu gn y v m-un PV c sn xut bi EURO-TITAN trong qu trnh s dng 15 nm cho thy rng m-un PV c th duy tr >90% nng lng ban u su 25 nm s dng L tng cho cc d n nng lng ln v xy dng tch hp (tng, ca s, mi nh) u vit hn so vi cadmium telluride (First Solar), sn phm s dng vt liu c nguy c gy ung th cao c hi vi sc khe v gy ra nhng tn km v lut php v lm sch mi trng m khng c hch ton y Rt nhiu quc gia cm hoc ang cn nhc lnh cm s dng cadmium telluride Chi ph nguyn liu, ci t v bo tr thp hn so vi cc thit b tp trung nhit mt tri khc. Tn km: ng ng phc tp, tua bin hi nc, gng phi nhbng/lmcong, theo di chuyn ng Tiu th rt nhiu nc u vit hn cc tm pin NLMT vi b mt linh hot cha c kim chng (NanoSolar, MiaSole, cc loi khc,) Vt liu hu c d b tip xc vi cc gc t do v suy thoi ha hc Lp nn linh hot phi c ng gi cho c nh v khng b nh hng bi thi tit, tng thm chi ph xut chng trnh Quang in VN Cu trc ti chnh Cng ty TNHH Nng lng thay th EURO-TITAN l doanh nghip cung cp gii php nng lng quang in cha kha trao tay vi nguyn liu, sn xut v thc hin a phng. Sn phm cui cng l in c bn trc tip cho ngi s dng (hoc dch v) Tha thun mua in phi cam kt trong vng 15-20 nm Da trn Tha thun mua in c hiu lc, mt c s sn xut s c xy dng Mt c s sn xut m-un mng mng 10MW theo hnh thc cha kha trao tay l mc tiu u tin 5 nm sn xut trc tip t nh my cung cp cho d n in NLMT ti a phng M-un NLMT c sn xut ti a phng, s dng lao ng a phng (to cng n vic lm) M-un NLMT c bn cho chnh D n NLMT, loi tr ngi trung gian Gi chuyn giao r hn gia nh my v d n NLMT (vn sinh li) xut chng trnh Quang in VN Cu trc ti chnh Trong 5 nm nh my sn xut trc tip cung cp cho vic xy dng d n Nh my in NLMT 50MW, s dng M-un NLMT c sn xut ti a phng Nh my c cp ngn sch qua d n chung: Ngun ti chnh: cc ngn hng, qu u t, cng ty Ton b ngn sch bao gm chi ph v khu hao ca nh my Tha thun mua in hp l kh nng xy dng ngun ti chnh Nh my c chi tr v khu tr hon ton trong vng 5 nm (sau 5 nm, nh my vn c th sn xut M-un thm t nht 5-10 nm vi chi ph thp hn) xut chng trnh Quang in VN Tm tt xut NLMT ti Vit Nam Thun li: To cng n vic lm ti a phng Sn phm khng b ph thuc (khng nhp khu t Trung Quc hay ni khc) Kim sot hon ton chi ph qua vic t sn xut Gi chuyn giao c li gia nh my pin NLMT v nh my in NLMT Nh my c chi tr v khu tr hon ton trong vng 5 nm Sn xut in nng r v tin cy Hin din th trng trong mt thi gian di Mi trng khp kn v c kim sot sinh li Cuc sng bn vng v tt p hn cho ngi dn vng nng thn Hp dn u t thng qua Tha thun mua in c thi hn 15-20 nm xut chng trnh Quang in VN V EURO-TITAN Cng ty TNHH Nng lng Ti to EURO-TITAN Mt tp on ca Hungary Tr s chnh Gyor, Hungary Vn phng cng ty Trung tm Nghin cu v pht trin cho CIGS v Solar-Duo Nh my sn xut mu a-Si Nhn vin vn phng ti tr s chnh v ton cu Nhn s hn 500 ngi ti h thng i tc cung cp D n nh my hn $50MM trong giai on 2013-2015 i tc: Cng ty TNHH K thut v Thng mi INTERPROJECT xut chng trnh Quang in VN Lin h EURO-TITAN Renewable Resources, Ltd. Lukacs Sandor utca 18. Gyor H-9022 HUNGARY Web: http://www.etrr.eu i tc i din a phng: InterProject Ltd. Mr. Ferenc Viragh, CEO fviragh@interproject.hu +36-30-951-2353 +36-21-252-6990 Web: http://www.interproject.hu xut chng trnh Quang in VN