On July 6, 2021, the first part of the 1GWHJT project of Tongwei Solar Jintang base rolled off the production line, marking that Tongwei Solar has achieved revolutionary progress in cell research and research high-efficiency solar panels. development scheme.
The 1GW heterojunction cell at Jintang base completed and put into production by Tongwei Solaris currently the world's largest heterojunction cell mass production project (excluding solar projects). production) . Tongwei Co., Ltd., as a leader in photovoltaic cells in the PERC era, has already built two HJT pilot lines in Chengdu and Hefei. Among them, the cell efficiency of Tongwei Hefei HJT line has stabilized at around 24.5%.
Previously, Zhou Dan, chief financial officer of Tongwei Solar, said that the planning goal of Tongwei's HJT1GW is mas production efficiency.se of 25% and a return rate of 98%, and that the next expansion plan of Tongwei HJT mainly depends on Completion of planning objectives.
Technical Path:
According to CPIA data, each 1% increase in photoelectric conversion efficiency corresponds to a 5-7% decrease of the LCOE. BSF Efficiency conversion has reached a ceiling and the economics of more efficient PERC battery technology have improved. Thanks to high profits, the penetration of PERC has rapidly increased from 15% in 2017 to 65% in 2019. However, the current conversion efficiency of PERC in mass production is close to the theoretical limit of 24.5 %. Therefore, TOPCon and HJT technologies with higher conversion efficiency have become the future development direction.
Currently, in addition to Tongwei Co., Ltd. (600438) , Aikang, Huasheng, Mingyang Intelligent (601615), King Kong Glass (300093) etc. Manufacturers are accelerating the development of HJT technology pathways. Longi (601012) and JinkoSolar (JKS) also recently announced the testing of the efficiency of their own high-efficiency battery technologies TOPCon or HJT. The replacement of PERC technology with high-efficiency battery technology is expected to gradually accelerate.
In the process of realizing new technologies, equipment enterprises have high-performance flexibility. Currently, equipment required for consumer HJT includes: cleaning and texturing, PECVD, PVD (RPD), and screen printing equipment.
Among them, Maiwei Co., Ltd. (300751), Jiejia Weichuang Co., Ltd. (300724), Jinchen Co., Ltd. (603396), Junshi, Lideal Wanlihui, etc. .The HJT equipment of domestic companies has been eentered the production line (mass production or pilot line);
Dier Laser(300776) LIA laser equipment has received tens of millions of orders from European customers HJT;
TOPCon technology is expected to add LPCVD, boron expansion, boron laser doping and other equipment to PERC. technological path. Jiejia Weichuang (300724), Dier Laser (300776), Otway (688516) and other companies have projects in related fields.
As the penetration rate of high-efficiency battery technologies such as TOPCon and HJT continues to increase, equipment companies deploying high-efficiency technologies are expected to be the first to benefit.
Huzhou Aikang New Energy has good advantages. According to the request for relevant information, Zhejiang Aikang New Energy Technology Co., Ltd. was established on August 4, 2021 and its registered address is Zhejiang Aikang Optoelectronics Technology Co., Ltd., Meishan Town, Changxing County, Huzhou, Zhejiang. Province. Huzhou Aikang New Energy has a good working environment and good reviews. The scope of activity includes general projects: R&D of emerging energy technologies. Research and development of new materials technologies. Research and development of mechanical equipment. Manufacturing of photovoltaic equipment and components. Sales of photovoltaic equipment and components. Solar Energy Technology Services. Battery sales. Sales of new energy engine equipment.