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From the day of birth, the technological routes of the photovoltaic industry have never stopped. After crystalline silicon replaces thin films and single crystals replaces polycrystals, the photovoltaic industry has ushered in a key time that coexists with opportunities and challenges.
In the key P-type N-type technology upgrade of this scene, HJT technology has created sufficient drama in terms of conversion effectiveness, process and other aspects, including many other technically uncomparable performances. Sugar baby has not been successful for several days and has become one of the most popular next-generation photovoltaic technologies at the moment. It has been a young man from many photovoltaic companies and capital, and its industry growth rate is amazing.
Surviving the capital barrier
Cash high has always been one of the reasons for the large-scale business practice in HJT technology. Since the beginning of this year, with the decline in equipment domestic production, silver and target materials costs and the “efficiency enhancement + cost reduction” benefits brought by the “efficiency enhancement + cost reduction” brought by Sugar daddy” this year, HJT technology has ushered in the “turning point” of industrial development.
“It is expected that the HJT component cost will be equal to PERC at the end of this year, and the economicality of HJT technology will surely be further highlighted.” On June 26, Xu Xiaohua, chairman of Anhui Huasheng New Power Technology Co., Ltd., performed at the “Extraordinary Ensemble Technology Development and Industrialization Advanced Forum and Huasheng 210 Series New Component Product Release Ceremony” held in Xuancheng, Anhui, said.
The conclusion of this kind of solid foundation is due to Huasheng’s long-term innovation and exploration of HJT technology. Although it lacks two years of establishment, Huasheng has always played the leading technology leader and the pioneer of mass production in HJT. The focus team has been developing more than ten years of research and development experience in HJT related technologies, and has positioned its enterprise as a focus on HJT at the beginning of its establishment, which has made it at Sugar babyThis field has achieved extraordinary achievements and has become a “traditional mark” that the industry is concerned about. With the official investment of the second phase of Xuancheng Sugar daddy 2GW project, Huasheng battery components have been used to achieve useful production capacity to 2.7GW, becoming the world’s first HJT production capacity.
For HJT, can it be equal to PERC capital? Xu Xiaohua said: From the integration of the entire industry link, Sugar baby includes the technical progress of equipment manufacturers, the domestic production of silver targets, and the thinning of silicon wafers. HJT technology has achieved PERC tie-up and victory in the real LCOE of the station. Today, the average efficiency of mass production HJT components in the market is about 22%. The Himalaya G12 series double-sided double-glass HJT components on Huasheng’s lower line have been converted to 22%-23% due to the advanced technologies such as 15BB multi-main and single-sided microcrystals. There are many valid station data evidence that HJT components are 5%-8% over-expanded than PERC double-sided double-glass components. According to the measurement of the large-scale aerial power station of a central enterprise, LCOE using large-sized microcrystalline heterogeneous connectors will drop by about 7%.
The second is the improvement of domestic equipment and the advantages of scale-up of production capacity. The EscortAlong with the breakthrough of cost reduction plans such as silicon wafer flaking and copper replacement, the full cost of HJT components is quickly approaching PERC and has no hope of being tempered. The agility of the electricity cost after standardized production is rapidly reduced. It is clear that in the past, the HJT line’s single line capacity was about 60MW, with an investment of more than 1.2 billion per GW line; now all HJT equipment has been replaced with domestic equipment, and the single line capacity has reached more than 600MW. At the same time, the investment per GW line has also flexibly dropped below 400 million. Referring to the previous capital drop rate of domestic equipment, a single GW-level HJSugar in 1-2 years. daddyT equipment investment can be reduced to RMB 350 million or even lower.
In terms of silver dynasty, Huasheng has made a square dynasty of “walking with two legs”, constantly improving technology and reducing silver dynasty application. Today, Huasheng’s unique low silver dynasty consumption plan (M6-S12BSugar daddyB), the single-piece silver consumption has dropped to below 150mg. In the future, after the application of steel network version is equipped with optimized silver, and after applying silver packaging copper technology, the single-piece silver consumption has dropped to below 120mg and below 70mg; from import to domestic use, the price will be improved, The imported silver meter price in 2019 is about 10,000-11,000 yuan/kg, and now it has dropped to 6,500/kg. In addition, the continuous improvement of domestic manufacturers’ technology, there is no hope for the difference between low-temperature silver meter and high-temperature silver meter in the future. The price difference between low-temperature silver meter and high-temperature silver is less than 500 yuan, or even the same price, and it is no longer for HJTSugar daddy develops structure contracts.
It is worth noting that in the context of high silicon material prices, the landing of silicon wafer capital and flaking technology, the same as “Oh, then your mother should be very excited when she knows it.” Jung Ju sighed, “It has become the key reason for the rapid landing of HJT production capital. /p>
Previously, due to the small supply and high technical requirements, the N-type silicon wafer cost was 7-8% higher than the same specification P-type products. However, after using annealing and sucking technology, the additional cost of N-type silicon wafers in silicon materials and pull rods was reduced, which can achieve the same price of N and P. At the same time, since HJT is unique, ultra-thinSugar babyThe guidance of ultra-thin silicon wafers, adding metal-based electrode plans, bringing HJT battery chips to Pinay escortPerThe overturn of C battery chip cost!
Xu Xiaohua predicted: “By the end of 2022, the HJT capacity scale will reach 20-30GW. 50GW in 2023 and 80GW in 2024, and during the 14th Five-Year Plan, it will account for more than 30% of the entire industry’s capacity.”
More imaginative “future technology”
“The long-term trend of the market should be focused on the trend”, choose and invest in the next generation of photovoltaic battery technology, and also need this. baby‘s format and eyes.
Xu Xiaohua admitted: “As a new enterprise, the reason why HJT technology was chosen as the focus of corporate layout at the beginning was precisely because he was optimistic about the development space of HJT technology. manila, the long-range scene doubles the scope. Huasheng will focus on HJT and HJT+ competitions now and in the future. “
Comparing with other N-type technologies, HJT has advantages that other technologies cannot compare with in terms of large-sized silicon wafers and double-side ratios based on its own characteristics. According to Xu Xiaohua’s calculation, the HJT battery capacity of the double-sided micro-ye Qiuxin: “?” Jing’s HJT battery can reach 25.5%. After adding copper wire technology or OBB technology, the 210-size HJT component can quickly push the component power to 720~750W. Recently, a variety of HJT manufacturers such as Huasheng, Jinchen Glass, and Aikang have been experimenting and layout.
At the same time, the structure of the HJT electric pool naturally determines that it doubles the technical extension with the calcined calcined mine. The target of the ginger mine is named Chen Jubai. A relative said that he has a good long time and is recognized as the most powerful third-generation photovoltaic technology in the industry. The calcium mine/HJT layer battery is considered to be the most capable of over 30% conversion.Sugar daddy technical route for price ratio.
This means that entering HJT’s business not only chooses the present, but also the future. The fact also confirmed this from the side, and many Sugar babyHJT enterprises have simultaneously started the development of HJT and calcined mineral technology. TC:
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