HIT the battery replacement demand or exceeds 20 billion yuan

Small and medium-sized enterprises struggle in the dangerous environment and seek hope, for leading enterprises, is still difficult to block the pace of expansion has its positive.

recently, tong wei release raise plan, will raise no more than 6 billion yuan of money, is expected to 4. 2 billion of them at meishan 2 period ( 7. 5兆瓦) And JTG issue ( 7. 5兆瓦) Efficient solar cells projects. Since this year, besides tong wei longji combined expansion has announced 10 gigawatts (gw) single crystal cell expansion has, love, xu 5. Expansion has 9 gw, ja 10 gigawatts (gw), crystal expansion 10 gw, expects the PERC cell expansion is expected to reach more than 30 gw, corresponding equipment more than 6 billion, is expected to Q2 order began to fall to the ground.

in the context of tong wei announcement released this year, the project is given priority to with 210 large size of the PERC technical route, and reserved the PERC + / TOPCON equipment stack space.

among them, tong wei's first 210 battery workshop & ndash; — Meishan a period in the middle of may is expected to realize the mass production, the follow-up meishan phase ii and 30 gw JTG planning will take route 210 battery production line production, photovoltaic (pv) grid, also plans to expand produces the battery capacity reached 22 gw at the end of 2020, China solar energy network, to 32 gw by the end of 2021, at the end of 2022 to 45 gw.

in addition, the solar energy portal, central as the leader of 210 large wafers, recently announced a 5 billion investment in construction a G12 PERC + cell line and imbricated component project, will further promote the industrialization process of large size silicon chips.

the relevant institutions, permeability of the future 210 technology speed would exceed market expectations, big wafer is expected to provide replacement industry demand exceeds 20 billion, jing sheng mechanical and electrical as the only 210 single crystal furnace suppliers will benefit a lot.

most remarkably, photovoltaic industry as early as a few years ago, in battery technology, has had the PERC, TOPCON and HIT technology.

it is understood that the PERC based on P + type silicon wafers, solar equipment, laboratory efficiency in 23 now. More than 5%, need to be in the original PERC will the prototype at the end of production line, and need to pass the verification of production line.

TOPCON based on n-type silicon wafer, conversion efficiency up to 23. More than 5%, the equipment is relatively mature, but as a result of n-type silicon wafer and equipment are more expensive, comprehensive cost is higher than the PERC +.

the industry believes that the PERC + / TOPCON current conversion efficiency can be up to 23. More than 5%, but costs down line is not clear, need to go through production line inspection, is expected to become the PERC to upgrade to the transition of the next generation of technology route.

HIT, can say that progress is quite productive, tong wei shares, for example, its main grid average conversion efficiency is 23. 5%, is expected in the second half we can see more than 24%, production line %, but now the price still cannot compare with the PERC.

in 2019, in addition to tong wei, mountain coal international four HIT test items, such as icahn, RON artest, and so on since 2020 battery factories also HIT the layout.

solar photovoltaic network statement: this information is reproduced from the power grid cooperation media or other Internet website, solar photovoltaic network published the article for the purpose of the information, does not mean that agree with his point of view or confirm its description. The article content is for reference only.

this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force. In particular, solar panels, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group of people for 200 mw, 190 mw hubei energy group, huaneng power 180 mw