Innovation for Cool Earth Forum (ICEF)

Potential of Perovskite inIndustrial Park
Thang Long Industrial Park (Vinh Phuc)(TLIPIII)2023/10/04 Power Leader / Nguyen Minh Tien

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© 2022 Sumitomo Corporation

Overview for Overseas Industrial Parks

Overview for Our Industrial Parks• Sumitomo Corporation has owned and operated 8 industrial parks in 6 countries, mainly in South East Asia.

Bangladesh Special Economic Zone

Thang Long Industrial Park (Vinh Phuc) / TLIPIII

Thang Long Industrial Park / TLIP
Thilawa Special Enocomic Zone
ORIGINS by Mahindra Chennai

Thang Long Industrial Park IIFirst Philippine Industrial Park / FPIPFirst Industrial Township / FIT
AMATA CITY, CHONBURI
Phnom Penh Special Economic Zone (PPSEZ)
AMATA CITY, RAYONG

Tanger Automotive City / TAC

Sumitomo Corporation as developer/operator（6 countries/8 IPs）

East Jakarta Industrial Park

Suryacipta City of Industry (SCI)
Sbang Smartpolitan

Sumitomo Corporation as sales agent（4 countries/6 IPs）
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Overview for Thang Long Industrial Park (TLIP)

Overview for TLIPs in Vietnam
Basic Information

Countermeasure of 100-year probability calculation
In-house retention canal and pond, for rainwater
Dyke surrounding boarder
Drainage pump system to pump out to external canal

TLIPIII (Vinh Phuc)Noi bai – Lao cai road
Noi Bai Airport
TLIP (Hanoi)
NR 5

TLIPII (Hung Yen)
New NR 5

Hai PhongLach Huyen

TLIP

TLIPIIThe best electric stability
In-house substation and distribution
Receiving electricity from 2 substation with high voltage
Periodic maintenance by in-house operator

Best quality of infrastructure and service

TLIPIII

Security and safety
Locatoin

Hanoi(30min from city)

Hung Yen(50min from Hanoi)

Vinh Phuc(50min from Hanoi)

EstablishedFeb./1997Nov./2015

Area274ha

Nov./2006
346ha※Phase-3 (181ha)
under construction

Share

Sumitomo 58%

Sumitomo 92%

Sumitomo 100%

Tenants

107 tenants

80 tenants

47 tenants

Employee

63,00028,000

7,000

213ha

Surrounding fence prevent incursion
Combination of in-house and outsourced security for 24h, 365 days
Police station and fire fighting station inside park
Various support “Continuous Support after signing contract”
Providing valuable information in monthly meeting with tenants
Support recruit works by board, web site and job fair.
Many events such as Summer festival, Ekiden, Golf cup, Footballtournament.

3Overview for Thang Long Industrial Park (TLIP)

Recent investment trend in TLIPs
Investment trend

Various types of tenants
Various type（Export oriented ⇔ domestic market oriented）
Various area（Hi-Tech ⇔ Labor intensive ⇔ Food/Life style）
Various size （Large enterprise ⇔ Small/Medium-sized）# of tenants

234
Total for 3 TLIPs

Operation

25

Expansion in Vietnam

Second factory in Vietnam （South to North）
Good evaluation on investment environment in Vietnam

Growth of Vietnamese companies
4 local companies decided its investment in TLIPs (2020)“NEW VIETNAM” generation enterprises.

years

TLIP : since 1997

# of employees

100,000
Total for 3 TLIPs

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Rooftop Solar Project in Thang Long Industrial Park

Rooftop Solar Project for TLIPs• Since February, 2021, TLIP2 started pilot project for Rooftop Solar Project (RTS). Since April, 2022 in TLIP1, since May, 2022 in TLIP3,the RTS project has been started.
• Our RTS project directly supplies to the tenants by installing RTS on the roof of tenants.
• The number of tenants who are interested in our RTS projects is more than 30 companies with 70MWp potential.

Our projects

Updated situation（As of Sep, 2023）• TLIP1

︓14 tenants + Rental Factory- 16.8MWp• TLIP2

︓3 tenants + Rental factory- 12.7MWp• TLIP3︓4 tenants- 7.2MWp

February 2021
Pilot project
started in TLIP2

April 2022

May 2022

Direct supply

Direct supply

June 2022

to tenant into tenant inExpansion project

TLIP1

TLIP3

started37MWp
In 2023

In 2030

Achieve

Beyond

50MW

100MW

TLIP2・RTS for our Rental factory

COD achievement• TLIPs’ annual consumption volume in total is approx. 1,000GWh. We
aim at achieving 100MW of installed capacity (approx. 100GWh) by
2030, which results in contributing to green power demand not only oftenants but also of Vietnam.
• This business model of RTS will be spread out to our industrial parks inother countries such as Bangladesh (BSEZ).

Monitoring system for tenants

5Rooftop Solar Project in Thang Long Industrial Park

Rooftop Solar Project for TLIPs• Our RTS project directly supplies to the electrical room of the tenants. The surplus energy will be flown as reverse flow toTLIPs’ grid, which do not have reverse flow to EVN’s national grid.

0.4kv

PV panel

0.4kv

Inverter

0.4kv

Elec. room
Solar LV panel

Tenant’s LV panel

22kv

Trans.

Distribution
line

0.4kv

Water pipe

Tank/pump forcleaning
TLIP’s facility

WPP
TenantTLIP’s facility

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Rooftop Solar Project in Thang Long Industrial Park

Potential for Perovskite• Power shortage issue in the North of Vietnam affects the production activities of Tenants, so we needto research and come up with solutions to ensure the power source for Tenant' production in our IP.

Current status••

In 2023, Vietnam suffered from power shortage due to El Niño, power plants trouble, and lack ofwater in some of hydropower plants.
In 2024, the same power shortage may happen again in summer season due to lack of capacity
around 1,600 ~ 4,900 MW.

PDP8 policy
In the Power development plan until 2030 (PDP8) of Vietnam, Vietnamese government encourages renewable energy sources:• Zero coal-fired power plant（→Ammonia/Biomass mixed).
• Promotion of Offshore wind power• Promotion of Self-consumption type of Rooftop Solar (expected to increase by 2,600 MW until 2030)• Strengthen the transmission line through out the country
OthersHydropowe

1%r

OthersCoalfired

30%

31%

Hydropowe 7%r
19%

2020

25%

Coal-Other

fired

15%

20%
Gas-fired
10%

Renewable

Renewable
Energy

４2030

LNG
0%

Gas-fired
3%

LNG
4%

Hydropower
6%2050
Coal-Renewable
EnergyGas-fired

Energy

LNG

fired

13%

29%

15%

0%

68%

7Rooftop Solar Project in Thang Long Industrial Park

Potential for Perovskite• In some cases, we could not install the solar system on the factories with the lack of load capacity.
• Many factories were built without consideration of PV panel installation at that time.

Current PV panel- Manufacture: JA Solar- Rated maximum power (Pmax): 540 W- Dimensions: 2279x1134x35- Weight: 28.6kg ~ 11.07 kg/m2
Total actual load of Rooftop solar power system (RTS) around 15kg/m2(include PV panel, mounting structure, cleaning system, walk ways, DC&AC
cable trays…)

Load capacity requirement-Requirement from Vietnam regulations:+ Factories shall have live load at lest 30kg/m2 for safety.
+ Dead load and hanging load based on factory design, which shall endureagainst additional 15kg/m2 for RTS system.

Specification of PV panel

Therefore, the Perovskite solar cell with lighter weight with highefficiency is one of the potential solutions for the factories with the lackof load capacity.
Inspection load capacity of roof before install
RTS

8Rooftop Solar Project in Thang Long Industrial Park

Potential for Perovskite• Potential for solar power development with high efficiencies

Current solar radiation in our IP (TLIPIII)

Perovskite solar cell efficiencies
Currently we are using
the JA solar with module
efficiency is 20.9%.
As information on thewebsite:
https://www.energy.gov
Perovskite solar cells
have shown remarkableprogress in recent years
with rapid increases inefficiency, from reports ofabout 3% in 2009 to over
25% today.

Source: https://globalsolaratlas.info

The solar radiation at our IP is only 664 kWh/m2 per year, this index is lower, comparedwith South of Vietnam such as Ninh Thuan province, which have high radiation up to 1,800
kWh/m2 per year.
Therefore, finding solar panels with higher efficiency is an issue we are very interested in

Efficiency records for perovskite PV cells compared to otherPV technologies, with current records of 25.7% for single
junction perovskite devices and 29.8% for tandem
perovskite-silicon devices (as of January 26, 2022).
National Renewable Energy Laboratory

Source: https://www.energy.gov/eere/solar/perovskite-solarcells

9Thank you for listening

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