Recently, the unions of PGG, Poland ’s largest coal group, warned that if the government does not provide help, the coal industry will collapse due to falling demand. Poland relies heavily on coal-fired power generation and is the only EU member state that has not committed to zero carbon emissions by 2050. But in the face of increasing pressure from the EU to reduce emissions, Poland began to encourage investment in solar and offshore wind farms. The increase in the share of clean energy in power generation, the decline in power demand after the epidemic is closed to the city, and coal imports have exacerbated problems in the coal industry.
The Polish government previously stated that the installed capacity of solar photovoltaics will reach 10.2GW in 2030 and 20.2GW in 2040. The Polish government also supports industrial and commercial and large-scale power plant projects through the renewable energy auction system. The new government regulations allow owners of solar photovoltaic systems of more than 50 kW to sell excess power. Growth in the industrial and commercial field will be particularly strong. At the same time, the promotion of rooftop solar photovoltaic incentives and corporate net measurement policies has stimulated the potential of the solar photovoltaic market. In 2019, solar power generation in Poland has risen sharply.
On the other hand, due to the increase in the price of carbon dioxide certificates, the impact of the increase in the price of European carbon dioxide emission quotas will seriously affect Poland ’s electricity prices, and coal is the most intensive energy source for carbon dioxide. Great power to promote the development of clean energy in Poland.
According to SolarPower Europe data, in 2019 Poland ranked fifth in the number of new photovoltaic installations among European countries, and it is only 300MW less than the fourth place in France. It is also unknown that it exceeds France. In early 2020, Bloomberg predicted that Poland will be one of the top ten global solar photovoltaic markets this year.
Posted by Carrie Wong | WSL Solar
WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.
Features: – WSL Solar’s 3W 6V solar panel adopts the latest PERC monocrystalline solar cell, >21% efficiency. – Dimension 120x160x4.5mm – Laminated by tempered glass, durable & robust – Ideal for use in solar powered LED lighting, IoT solar, solar traffic sign and small solar powered systems etc.
WSL Solar’s 6 Volt solar panel 3W is built with the latest PERC monocrystalline solar cell. It is laminated by tempered glass, which is durable and robust. This custom solar panel is ideal for use in off grid applications such as solar powered LED lighting, IoT solar, solar traffic sign, small solar powered system etc.
Features: – With latest high efficiency PERC monocrystalline solar cell – Positive power tolerance – Tempered glass laminated, high transmission, durable & robust – Withstanding challenging environmental conditions – Waterproof, scratch resistant & UV resistant – Excellent performance under low light environments
Specification
Item No.
WSL-C023
Dimension
120x160x4.5mm
Peak Power (Pmax)
3W
Voltage at Pmax (Vmp)
6V
Current at Pmax (Imp)
0.5A
Open Circuit Voltage (Voc)
7.2V
Short Circuit Current (Isc)
0.55A
Cell Type
PERC Monocrystalline Solar Cell
Power Tolerance
±5%
Encapsulation method
3.2mm Tempered glass
Back sheet
TPT
Product Warranty
5 Years
Lead time
25 Days
Storage temperature
-20°C ~ 65°C
Working temperature
-40°C ~ 85°C
Standard Test Conditions (STC)
1000W/m2, 1.5AM, 25°C Cell temperature
WSL Solar has been a quality and professional manufacturer of custom solar panels and solar solution provider in China since 2006.
In the face of the epidemic sweeping the world, the problem of “two-level differentiation” is in front of the photovoltaic people.
SMEs are struggling in a crisis-ridden environment and seeking hope for life, but for leading companies, it is still difficult to stop their pace of active expansion.
The leading domestic solar cell manufacturers are not afraid of the impact of the epidemic and are actively expanding production.
Recently, Tongwei issued a fixed increase plan, which will raise no more than 6 billion yuan of funds, and it is expected that 4.2 billion will be invested in Meishan Phase II (7.5GW) and Jintang Phase I (7.5GW) high-efficiency solar cell projects.
In addition to Tongwei, LONGi has announced a total expansion of 10GW of monocrystalline solar cells, AiXu expanded by 5.9GW, Jingao expanded by 10GW, and Jinko expanded by 10GW. It is expected that PERC solar cell expansion will reach 30GW this year , The corresponding equipment amount is more than 6 billion, and it is expected to begin to place orders in Q2.
It is worth mentioning that the acceleration of the industrialization of 210 silicon wafers is still the main theme in 2020.
Judging from the announcement issued by Tongwei this year, the above projects are mainly based on the 210-size PERC technology route, and reserve space for PERC + / TOPCON equipment.
From the perspective of this year’s new expansion plan for solar cells, the expansion of solar cell factories led by Tongwei and Aixu are mainly based on 210 large sizes.
Among them, the first 210 solar cell workshop of Tongwei-Meishan Phase I is expected to be mass-produced in mid-May, and the follow-up Meishan Phase II and Jintang 30GW plans will take the 210 route.
In January, Axu announced the mass production of 5GW 210 solar cell production line. It also plans to expand its solar cell capacity to 22GW by the end of 2020, 32GW by the end of 2021, and 45GW by the end of 2022.
As for solar modules, Dongfang Risheng and Trina Solar have successively released 210mm 500W solar modules.
In addition, as the leader of 210 large silicon wafers, China Central also recently announced an investment of 5 billion yuan in the construction of G12 PERC + solar cell lines and shingled solar module projects, which will further promote the industrialization of large-scale silicon wafers.
Relevant institutions judge that the future increase in the penetration rate of 210 technology will exceed market expectations. It is expected that the industry replacement demand brought by large silicon wafers will exceed 20 billion, and Jingsheng Electromechanical as the only supplier of 210 single crystal furnaces will greatly benefit.
It is worth noting that as early as a few years ago, in the photovoltaic industry, there have been disputes between PERC, TOPCON and HIT technologies in the solar cell technology.
It is reported that PERC + is based on P-type silicon wafers and currently has a laboratory efficiency of 23.5% or more. It is necessary to superimpose 4 devices on the original PERC production line. It is expected that a prototype will be released by the end of 2020 and need to be verified by the production line.
TOPCON is based on N-type silicon wafers, with a conversion efficiency of over 23.5%. The equipment is relatively mature, but since N-type silicon wafers and equipment are relatively expensive, the overall cost is higher than PERC +.
The industry believes that the current conversion efficiency of PERC + / TOPCON can reach more than 23.5%, but the cost reduction route is still unclear. It needs to undergo production line inspection and is expected to become a transition path for PERC to upgrade to the next generation of technology.
In terms of HIT, it can be said that the progress has been quite effective. Taking Tongwei as an example, the average conversion efficiency of its multi-main grid starts at 23.5%, and it is expected to see more than 24% in the second half of the year, and the highest efficiency on the production line is close to 25%. But at present, it is still not comparable to PERC in terms of cost performance.
In 2019, in addition to the four HIT test projects of Tongwei and Shanmei International, battery factories such as Aikang and Artus have also successively launched HIT layouts since 2020.
The industry predicts that with the decline of HIT costs and the improvement of conversion efficiency in the next two years, HIT will become a megatrend for the next generation of photovoltaic solar cells.
Posted by Carrie Wong | WSL Solar
WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.
Recently, Tongwei released a fixed increase announcement and performance report.
On the evening of April 20th, Tongwei issued a fixed increase plan, with a planned funding of no more than 6 billion yuan, for projects with an annual output of 7.5GW high-efficiency crystalline silicon solar cell smart factory (Meishan Phase II) and other projects.
Tongwei ’s additional funds raised this time are mainly used to invest in the Meishan Phase II and Jintang Phase I annual production of 7.5GW high-efficiency crystalline silicon solar cell smart projects. The proposed investment funds are 2 billion yuan and 2.2 billion yuan respectively; It is intended to be used to supplement working capital.
The above two major projects are planned to be implemented by Tongwei Solar (Meishan) Co., Ltd. and a newly established subsidiary respectively. The project adopts 210 large-size PERC solar cell technology routes. Upon completion, it will form an annual production capacity of 7.5GW of high-efficiency crystalline silicon solar cells . According to estimates, the construction period of the project is 1 year, and the production capacity will reach 90% in the first year of production, and 100% in subsequent years.
The implementation of this fundraising project will further expand the company’s solar cell production capacity, enhance and consolidate the company’s leading position in the global solar cell field.
Since this year, Tongwei has announced its capacity expansion plan several times, with a total planned investment of 30 billion yuan.
In February, Tongwei threw out the largest single investment in history, planning to build an annual output of 30GW high-efficiency solar cells and supporting projects in Chengdu Jintang at 20 billion yuan. In March, the company announced that it plans to invest in a 40,000-ton high-purity crystalline silicon project in Baoshan City, Yunnan Province, with a total investment of 4 billion yuan.
Tongwei takes agriculture and solar photovoltaic as its main business, and has formed a business model of “agriculture (fishery) + photovoltaic” resource integration and coordinated development. As of the end of 2019, Tongwei has formed a high-purity crystalline silicon production capacity of 80,000 tons, of which monocrystalline materials account for about 90%; solar cell production capacity is 20GW, of which high-efficiency monocrystalline solar cells are 17GW.
According to the development plan previously released by the company, by 2023, the cumulative production capacity of high-purity crystalline silicon will reach 220,000 to 290,000 tons, and the cumulative production capacity of solar cells will reach 80 to 100GW.
In 2019, Tongwei achieved net profit growth.
Tongwei disclosed its annual report on the evening of the 20th. In 2019, it achieved operating income of 37.555 billion yuan, an increase of 36.39% year-on-year; net profit of 2.635 billion yuan, an increase of 30.51% year-on-year.
The overall photovoltaic business revenue was 17.8 billion yuan, an increase of 74.52% year-on-year. Among them, the operating income of solar cells and solar modules reached 12.27 billion yuan, an increase of 60.56 year-on-year; the gross profit margin was 20.21%, an increase of 1.52% year-on-year; the operating income of high-purity crystalline silicon and chemicals was 5.17 billion yuan An increase of 56.11% year-on-year.
In terms of high-purity crystalline silicon: Tongwei has formed a high-purity crystalline silicon production capacity of 80,000 tons and an ongoing capacity of 75,000 tons. With single crystal materials accounting for about 90%, various consumption indicators and costs continue to decrease. The total production cost of the first-phase project and the first-phase project of Baotou is 60,000 tons and the production cost is less than 40,000 yuan / ton.
For solar cells: The current solar cell production capacity is 20GW, of which the high-efficiency monocrystalline solar cell is 17GW, ranking first in the world.
However, Tongwei’s first quarter results released at the same time are not optimistic. In the first quarter, Tongwei’s net profit attributable to shareholders of listed companies was 344 million yuan, a year-on-year decrease of 29.79%.
Tongwei’s net profit fell in the first quarter. According to analysis, there may be two reasons:
First, Tongwei’s business is not only photovoltaics, but agriculture and solar photovoltaics as the main business, “agriculture (fishery) + solar photovoltaic” resource integration, collaborative development business model, although the photovoltaic industry in the first quarter The impact is limited, but the negative factors of agricultural fisheries will also have a certain impact on its profitability.
Second, in Tongwei’s business, overseas orders account for a relatively small amount. According to the annual report, the operating income of overseas regions only accounts for 5.42% of the total operating income. In contrast, in the first quarter of the domestic epidemic, when overseas epidemics had not yet fully erupted, Tongwei, which had a large domestic sales volume, was severely damaged.
Posted by Carrie Wong | WSL Solar
WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.
As one of the most complete producers of monocrystalline silicon varieties in China, Zhonghuan shares its new main trend of G12 large-size cells.
Recently, the Gaoyou Economic Development Zone held a signing ceremony for the G12 PERC + solar cell line and shingle solar module project at the Central Headquarters.
The project is planned to invest a total of 5 billion yuan, of which about 3 billion yuan will be invested in equipment, to build a G12 PERC + photovoltaic cell and shingled solar module project that will achieve leapfrogging in size and performance and lead the industry trend. After the first phase of the project is completed, annual invoicing sales can reach more than 5 billion yuan.
Zhonghuan is a public company controlled by Tianjin Zhonghuan Electronic Information Group Co., Ltd. The company is committed to the semiconductor energy-saving industry and the new energy industry. It is a state-controlled high-tech enterprise integrating scientific research, production, operation and venture capital.
G12 contributes mass production technology to the entire industry chain
The G12 PERC + photovoltaic cell of Zhonghuan is the most advanced large-size solar cell at present. It has the core technical advantages of large area, high wattage and low cost, which can greatly improve the profitability of the battery link. The domestic market share of fused silicon single crystal in the Central Stock Zone is over 65%. Its output and market share have ranked first in the domestic industry for five consecutive years, and its production and sales scale ranks among the top three in the world.
Recently, Zhonghuan said that the company’s G12 photovoltaic silicon technology has broken through the traditional size of the industry, bringing higher photoelectric conversion efficiency, higher production and manufacturing efficiency, and industrial 4.0 customized flexible manufacturing can greatly reduce the cost of electricity.
Zhonghuan pointed out that the company’s G12 photovoltaic silicon technology is a mass production technology that contributes value to the entire industry chain. With the accelerated advancement of the 210 industry chain downstream, it can support various types of solar cell module technology in the future. With the promotion of the industry, the competitive advantages of photovoltaic new energy relative to other forms of energy will be further highlighted.
As of the end of 2019, Zhonghuan’s photovoltaic monocrystalline production capacity reached 33GW. With the improvement of process technology and the gradual commissioning of the fifth-phase project in 2020, it is expected that the production capacity will reach 55GW by the end of 2020; after the fifth-phase project is fully operational, the company’s overall photovoltaic single-crystal production capacity is expected to reach 85GW.
Regarding the performance in 2019, China Central’s photovoltaic and semiconductor businesses have driven two-wheeled performance growth, and the gross profit margin has increased quarter by quarter.
The performance report shows that in 2019, Zhonghuan Co., Ltd. achieved operating income of 16.887 billion yuan, an increase of 22.76% year-on-year, and realized net profit attributable to the parent company of 904 million yuan, an increase of 42.93% year-on-year. It was 621 million yuan, an increase of 98.38% year-on-year, and its performance increased steadily.
The reason for the increase in performance was mainly due to the increase in the company’s new energy production capacity and the increase in sales volume. Among them, the sales of solar wafers increased by 76.19% over the previous year, and the output increased by 68.15% over the previous year. The Q4 single-quarter gross profit increased again year-on-year. The Q4 single-quarter gross profit margin was 22%, an increase of 8.23% year-on-year, and the net profit margin was 4.1%, a decrease of 0.45% year-on-year and a decrease of 2% month-on-month.
Regarding the solar photovoltaic sector, Zhonghuan Group’s 210 large silicon wafers have accelerated their volume. In 2019, the company’s new energy industry achieved operating income of 15.439 billion yuan, a year-on-year increase of 24.24%. Among them, new energy materials achieved revenue of 14.921 billion yuan, a year-on-year increase of 24.30%, mainly due to the increase in product shipments, solar wafer sales increased by 76.19% over the previous year; the power sector achieved revenue 5 1.18 billion yuan, an increase of 54.49% year-on-year, mainly due to the increase in the scale of grid-connected power generation.
Downstream enterprises have extensive cooperation intentions
It is understood that Zhonghuan is currently increasing its capital to its subsidiary, Zhongxin GCL, and the fifth phase of the project has started to produce 210 silicon wafers, accelerating the release of 210 large-size silicon wafer production capacity, and increasing the market share of G12 silicon wafer products in the photovoltaic market. As of the end of 2019, large-diameter silicon wafers for 8-12 inch integrated circuits have been successfully put into production.
The 25GW capacity of the 5th phase of Central will be dominated by 210 silicon wafers. The release of production capacity in 2020-2021 will further consolidate the company’s leading position. The second batch of equipment procurement for Phase 5 has been completed. From the surface area, G12 silicon wafers have increased by 80.5% compared with traditional M2 silicon wafers, which are mainly produced by the Central China Phase 5 project.
Since the launch of 210mm large-size silicon wafers by Zhonghuan, the downstream has widely proposed cooperation intentions.
Since 2020, the 210 large silicon wafers have opened up profitable space for the downstream, and the downstream industrial chain has actively adapted. Both Tongwei and Aixu said that their new production capacity will achieve backward compatibility of 210 silicon wafers.
On March 27, 2020, GCL will announce an investment of 18 billion yuan to build a 60GW210 module project. Leading companies such as Dongfang Risheng, Trina Solar, and Aixu Technology also proposed a 210 expansion plan, and said that the use of large silicon wafers can obviously Reduce the cost of electricity and BOS.
In view of the current general environment, more than half of the entire photovoltaic industry was affected by the epidemic in the first quarter, resulting in a decline in net profit.
Zhonghuan shares said that the company has not stopped production or reduced production during the Spring Festival, and has continued to maintain full production so far to ensure that customer order supply continues to be in full production and full sales, and production operations have not been affected by the epidemic.
Regarding the future development of Zhonghuan, the relevant institutions expect the company to achieve net profit of 13.34, 2.067, and 2.455 billion yuan from 2020 to 2022, optimistic about the company’s “semiconductor + photovoltaic” two-wheel drive, maintaining “strongly recommended” “Rating.
Posted by Carrie Wong | WSL Solar
WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.
In the first quarter of 2020, solar photovoltaic companies issued performance forecasts, and more than half of the companies were affected by the epidemic, resulting in a decline in net profit.
However, the epidemic did not affect Longji, the world’s largest manufacturer of monocrystalline solar products.
On the evening of April 16, Longji announced that it expects to realize net profit attributable to shareholders of listed companies in the first quarter of this year of 1.65 billion to 1.950 billion yuan, an increase of 175.05% to 219.15% year-on-year. After deducting non-recurring gains and losses, the company’s net profit also reached 1.549 billion yuan to 1.849 billion yuan.
Public information shows that in the same period last year, Longji shares realized a net profit attributable to shareholders of listed companies of 611 million yuan. As a result, in the first quarter of 2020, Longji’s main business performance was very strong.
“The King of Expansion” Expanding Production Capacity
According to the announcement, Longji shares attributed the rapid growth of performance to the expansion of production capacity.
Throughout the entire solar photovoltaic industry, Longji shares are well-deserved “kings of expansion,” and public data compilation shows that the investment amount of Longji shares reached as high as 30 billion yuan in 2019 alone.
Longji said that under the influence of the expansion of production capacity, the company’s main products monocrystalline solar wafers and solar modules sales increased rapidly year-on-year, the proportion of large-size silicon wafers and high-power solar module products increased rapidly, and the operating income increased significantly year-on-year Costs continued to decrease, and product gross profit margins increased year-on-year.
Looking back on 2019, in the case of sluggish domestic PV market demand, many domestic PV companies, including Longji, have chosen to “go overseas.” Taking the company’s solar module shipments in the first half of 2019 as an example, its overseas shipments accounted for 70%.
Longji said that in the first quarter of this year, in the face of the spread of the epidemic and the complex external operating environment, it flexibly adjusted its production and operation plans. For overseas orders, the company strengthened timely communication with domestic and foreign customers, and strived to ensure timely and high-quality delivery of orders in hand.
In addition, the crazy expansion of Longji’s shares on the silicon side in 2019 seems to be preparing for the future price war of monocrystalline solar wafers.
On March 25, 2020, LONGi released the price announcement of monocrystalline solar wafers. The price of monocrystalline solar wafers P-type M6 180μm thickness (166 / 223mm) is 3.41 yuan / sheet, which is the price announced on February 24 Compared with it, it is reduced by 0.06 yuan / piece; the price of single crystal solar silicon P-type M2 180 μm thickness is 3.07 yuan / piece. Compared with the price released on February 24, it remains unchanged.
In this announcement, Longji announced the same price for P-type boron-doped and gallium-doped silicon wafers. Industry insiders believe that its official announcement of the same price for both may be laying the foundation for the elimination of backward monocrystalline solar capacity.
The long-term trend of solar photovoltaics has not changed
At present, under the spread of overseas epidemics, short-term demand in overseas markets has been impacted, and whether the overseas sales of Longji shares have been affected has attracted considerable attention from investors.
On April 15th, Longji’s board secretary responded that the epidemic was a short-term impact on the solar photovoltaic industry, and the mid-to-long term trend of the solar photovoltaic industry has not changed. The company’s order fulfillment has been normal in the past week, and it will carefully evaluate the market situation to fully prevent market risks.
It is worth mentioning that in 2020, Longji shares non-stop, and has successively announced a number of expansion projects to further enhance the overall production capacity.
According to public information, Longji’s planned production capacity has exceeded 133GW, and on its traditional strength silicon side, it will achieve 80GW of production capacity in 2020.
It is worth noting that the development trend of large-size silicon wafers has also become a hot topic this year. M6 (166mm) size silicon wafers represented by Longji shares and M12 (210mm) size silicon wafers represented by Zhonghuan shares Direct collision.
According to Longji shares, the company ’s M6 (166mm) silicon wafer orders have been filled in the second quarter since full production resumed in March. Looking forward to the whole year, its calculated M6 silicon wafer will account for more than 70% of the total shipments.
It can be said that from the comparison of production capacity, Longji currently has no rivals on the silicon side.
Finally, back to the performance forecast, affected by the large pre-increased performance of Longji shares, Longji shares opened higher and higher today, and once touched the daily price limit, the total market value exceeded 100 billion yuan.
Relevant agencies expect that the second quarter of this year will be a period of downturn overseas. The adjustment of the industrial chain price will accelerate, driving the demand after the epidemic. The leading share will further increase. The current adjustment is relatively large. The long-term value of the solar photovoltaic leading including Longji shares appears.
Posted by Carrie Wong | WSL Solar
WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.
WSL Solar’s 9 Volt 2 Watt solar panel is built with the latest PERC monocrystalline solar cell. It is laminated by tempered glass, which is durable and robust. This solar panel is ideal for use in off grid applications such as solar powered LED lighting, IoT solar, solar traffic sign, small solar powered system etc.
Features: – With latest high efficiency PERC monocrystalline solar cell – Positive power tolerance – Tempered glass laminated, high transmission, durable & robust – Withstanding challenging environmental conditions – Waterproof, scratch resistant & UV resistant – Excellent performance under low light environments
The total investment of Jinko’s “redouble” project is 14.5 billion yuan to build a 10GW high-efficiency solar module, a 10GW diamond wire slice, and a 10GW high-efficiency solar cell production and R & D headquarters. It is planned to start construction one month after signing the contract and complete the construction and trial production before the end of this year. It will reach full production in 2021, and it is estimated that the main business income will reach 36 billion yuan per year after the completion of production.
It is understood that Jinko Solar Energy Co., Ltd. settled in the Shangrao Economic Development Zone in June 2006 and is one of the largest solar photovoltaic product manufacturers in China. In 2019, the total solar module shipments reached 14.3GW, compared with 2018 An increase of 25.6%, which has ranked first in the world for four consecutive years.
After the “redoubled” project reaches production, JinkoSolar’s solar module shipments are expected to account for 20% of the global market share.
With regard to the progress of the patent case with Hanwha, JinkoSolar also received good news.
JinkoSolar announced in Jacksonville, Florida on April 13 that it has made two independent and important developments in the defense of the patent case filed by Hanwha Q Cells.
The administrative judge ruled that JinkoSolar had not infringed Hanwha’s patent, and Judge MaryJoan McNamara had issued a preliminary ruling approving the motion of summary summary of non-infringement submitted by JinkoSolar. The US International Trade Commission will review the ruling and submit a review opinion within 30 days.
Jinko Energy CEO Chen Kangping said, “The rulings made by the two organizations prove our position from the beginning of the case: Hanwha Q Cells’ allegations based on its single patent have no technical and legal basis, and its intention is only to slow our development momentum. JinkoSolar strongly supports fair competition in the market and respects the intellectual property rights of all companies in the industry. We look forward to continuing to serve global customers with our market-leading innovative solar modules and continuing our growth momentum. “
In the technical process, Netcom Jinko Energy has been looking for a path for the 600 watt process and the team has officially entered the blueprint stage of technical planning.
In recent years, the photovoltaic industry has become increasingly subject to Moore’s Law, which has turned the industry’s attention to increasing the size of silicon wafers.
With the adjustment of silicon wafer size, the advancement of solar cell welding technology, the improvement of solar module encapsulation technology, the coordination of inverter, bracket and power station design, the prospect of accelerated power increase is expected, and it may become the largest opportunity in the photovoltaic industry in history.
In this regard, JinkoSolar believes that size should not be synonymous with technology. Customers are not paying for silicon wafer size but for solar module power and efficiency. Rather than betting on the superiority of the size of solar module manufacturers, it is better to change the customer’s power station design and usage habits, continue the existing mature specifications, and achieve power improvement.
As a result, Jinko’s Cheetah used 158 silicon wafers for the first time to cut power from this new perspective. This opened a whole new direction for the industry.
JinkoSolar said that for end customers, what they are more concerned about is not what kind of silicon wafer size, but what kind of solar module power, and what kind of products can bring them the greatest investment value, what kind of Products can have both high power and maturity of integration.
In addition, JinkoSolar is optimistic about the impact of the epidemic on the solar photovoltaic industry.
Li Xiande said that the “crisis” that has not been encountered in a hundred years must hide the “opportunity” that has not been encountered in a hundred years. It is believed that once the epidemic is effectively controlled, photovoltaic will be one of the fastest recovering industries.
“If this epidemic can give us a firm belief, it is that photovoltaic will play a more indispensable role, supporting the next most critical new infrastructure investment in world recovery, especially green, low-carbon power facilities. New construction, thereby driving demand, providing employment and accelerating energy transformation. “Li Xiande said.
Posted by Carrie Wong | WSL Solar
WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.
After years of development, BIPV is moving from concept to landing.
More and more companies realize that the integration of solar photovoltaic modules and building materials is a double benefit for the solar photovoltaic industry and the construction industry, and in the process has set off a new revolution in green development.
At present, the integration of green intelligent power generation systems in buildings has become the consensus of all countries and the trend of building development.
BIPV is already well-equipped in China and will usher in rapid development. It is reported that in June 2020, a BIPV project with an installed capacity of up to 40.9 MW in Jiangxi Province will be completed and will be the largest BIPV project in the world after completion.
BIPV exceeds the “trillion” market development potential, so that many solar photovoltaic companies are “coveted”.
Longji announced that in the second half of 2020, the company will join the BIPV market army and is expected to launch new BIPV products and solutions, which will further promote the rapid development of the domestic BIPV market.
Longji New Energy said that for the Chinese BIPV industry, the industrial and commercial roof market has a huge capacity. According to data statistics, the total area of photovoltaics that can be installed on the roofs of existing industrial and commercial (including public buildings) nationwide is about 6 billion square meters, and the facade is about 1.6 billion square meters, totaling nearly 8 billion square meters. If all are built into BIPV, a total of 1100GW can be installed, equivalent to A potential market of 5.5 trillion yuan.
As early as two years ago, CITIC Bo discovered the huge business opportunities in the BIPV market. Relying on its own technical advantages, it carried out the preliminary layout, compared the advantages and disadvantages of various types of BIPV projects at home and abroad, and carried out technical research on the core difficulties.
CITIC Bo predicts that in the future, more owners will adopt BIPV integrated solutions. While enjoying the green benefits of solar power generation, they will also save the capital cost and time of roof repairs.
As one of the earliest domestic enterprises engaged in solar photovoltaic power generation business, Dongfang Risheng is also actively deploying BIPV. At the beginning of 2020, Dongfang Risheng said that the company has reserved and applied BIPV-related technologies.
It is understood that Dongfang Risheng Changzhou’s 2.05MW BIPV project has passed the grid acceptance on August 28, 2019 and started generating electricity. It is estimated that the average annual power generation is about 2 million kWh, and the internal investment return rate is 14.8%.
JinkoSolar has given a forecast of the legislative requirements for photovoltaic buildings. Jinkoko Electric said that by 2025, more and more countries and regions will adopt local regulations to modify or add building standards for local application of solar energy systems. It is required that within a certain height, new residential buildings above a certain area must be installed with photovoltaic systems; all suitable industrial and commercial roofs of the park must be installed with photovoltaics, which will also be incorporated into local park management regulations.
The industry believes that BIPV is a key technical factor to solve the demand for near-zero energy consumption of building electricity. With the rapid reduction in the cost of the solar photovoltaic industry chain in recent years, the photovoltaic industry has moved from solar photovoltaic power plants to BIPV, and the industry has moved from policy dependence to no In the era of subsidies, the rise of spontaneous market demand will open up a broad space for the development of BIPV.
Longji said that 2020 is the starting point of the rise of BIPV, and BIPV’s investment income can recover the investment in the construction of the entire house within 20-25 years.
LONGi shares revealed that in China, LONGi’s involvement in BIPV is mainly to enlarge the company’s industrial park, logistics and other major customers, and will not be pushed out to residents for the time being.
Longji shares once said in a conference call, “Now Longji has done a lot of IP layout, more is the intellectual property protection of appearance and structure, that is, customer recognition, this should be the new blue ocean. In addition, in the photovoltaic scenario such as Rural distributed energy storage plus diesel backup can reduce costs, which is why the company is involved in BIPV (photovoltaic building materials). ”
Lungi believes that with the continuous decline of BIPV investment costs, the continuous improvement of industry standards and the continuous completion of certification qualifications, market growth is expected to accelerate. Now, perhaps the best time for BIPV to take off.
Posted by Carrie Wong | WSL Solar
WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.
CSG A raises 3.15 billion yuan to build a new solar photovoltaic glass production line
On March 5, CSG A announced the preliminary plan for the non-public issuance of A shares. According to the announcement, the total amount of funds to be raised in this non-public issuance of A shares is not more than 4.5 billion yuan (including the principal). It is used for the project of manufacturing base of light and highly transparent panels for solar equipment, supplementing working capital and repaying bank loans.
JinkoSolar’s 30GW photovoltaic solar modules and supporting projects settled in Shangrao, Jiangxi
On March 10, 2020, a 30GW photovoltaic solar module and supporting project of Shangrao Jinko Energy with a total investment of 13.5 billion yuan was held in the Shangrao Economic Development Zone. This project construction is the project with the largest investment in Shangrao this year, and thus Shangrao has also become the world’s largest solar photovoltaic base. After the project is completed, it can add 36 billion yuan in main business revenue each year and achieve 750 million yuan in tax revenue, which is equivalent to rebuilding a Jinko Energy, consolidating the supremacy of Shangrao’s “World Solar Photovoltaic” city.
Jiayu Group invested in Fuxin 800MW solar photovoltaic wind power comprehensive demonstration base project
From March 9th to 10th, Jiayu Group plans to invest a total of 4.6 billion yuan to build a Fuxin high-efficiency CSP + clean energy production base and a 500MW solar photovoltaic power station and a 300MW wind power station project; CSP + clean energy heating products will also gradually be in Fuxin Promotion and application of municipal construction projects such as hospitals and schools.
Longji commissions another 5GW solar module plant
On March 16th, the first Hi-MO 4 solar module was rolled out at the factory in Jiangsu Longji Leye, which means that the 5GW solar module project factory in Jiangsu Longji was officially put into operation, and the large-scale mass production of 166-size products is underway. One advance. At the same time, Longji’s ability to supply global high-power solar module products has been further strengthened.
Tongwei Solar Jintang 30GW high-efficiency solar cell and supporting project started
On March 25, the commencement ceremony of Tongwei Solar Solar Photovoltaic Industry Base project was grandly held in Chengdu Huaizhou New City. The total investment is about 20 billion yuan. In Jintang County, Chengdu, an annual output of 30 GW high-efficiency solar cells and supporting projects will be built. It is estimated that the added output value will be about 70 billion yuan, and more than 10,000 people will be employed. The annual tax will be about 2 billion yuan. The first phase of the project is expected to be completed by the end of this year and put into production in the first quarter of 2021.
SPIC plans to invest 100 billion new projects in 2020. Solar photovoltaic, hydrogen, etc. account for 90%
Among the approximately 300 new investment projects planned by the State Power Investment Corporation in 2020, clean energy and new formats will account for 90%. In this plan with a total investment of 104.4 billion yuan, a number of projects in the fields of nuclear energy, hydrogen energy, solar photovoltaic, and smart energy have appeared, and the investment quota has nearly doubled compared with the same period last year. According to the plan, in the next few years, SPIC will further increase its investment in clean energy. By 2025, the proportion of clean energy installed capacity will reach 60%, and by 2035 it will reach 75%. It will be transformed from a comprehensive energy group into a clean energy company.
Aikang Technology: Plan to Raise 1.7 Billion to Build 1.32GW High-efficiency HJT Project
On the evening of March 17, Jiangsu Aikang Technology Co., Ltd. announced an announcement on the 2019 non-public offering of A shares. According to the proposal, the funds raised in this non-public offering does not exceed 1.7 billion yuan, and the company intends to invest in the company’s 1.32GW high-efficiency heterojunction (HJT) photovoltaic solar cells and solar module projects, as well as to supplement working capital and repay interest-bearing liabilities. Among them, 1.19 billion of the funds raised were used for solar cell and solar module projects, and 510 million were used to supplement working capital and repay interest-bearing liabilities.
Longji announces 7 billion yuan investment in monocrystalline solar cells, silicon rods and solar module projects
On March 23, Longji announced that the company plans to invest in the construction of a 5GW monocrystalline solar module project in Jiaxing, a 10GW monocrystalline silicon rod project in Tengchong and a 7.5GW monocrystalline solar cell project in the first phase of Xi’an Aerospace Base. It is estimated that the total investment will be 7.011 billion yuan.
Huadian Group: 1.5 billion yuan investment in Hubei regional clean energy projects resumed
While ensuring epidemic prevention and control is in place, Huadian Hubei Co., Ltd. accelerates the resumption of production and production of a batch of clean energy projects with a total investment of 1.5 billion yuan, and strives to complete the annual work task in order to win the epidemic prevention and control and economy. Double victory for social development contributes strength.
Jingsheng Electromechanical: Pre-bid in GCL Central’s 1.424 billion single crystal silicon material orders
On March 21, Jingsheng Mechanical and Electrical issued a reminder announcement that the company was the first candidate to win. The announcement shows that recently, according to the Chinese tendering and bidding public service platform, GCL Central’s renewable energy solar cell monocrystalline silicon material industrialization project of the fifth phase of the second batch of equipment procurement, the first package, the second package, the third package won the bid The candidate announced that Zhejiang Jingsheng Electromechanical Co., Ltd. was the first successful candidate for the above project. The total amount of pre-bids for this pre-bid was 1424.7 million yuan (including GCL Central Renewable Energy Solar Cell Monocrystalline Silicon Materials Industrialization Project Phase V project, the second batch of equipment procurement first pre-bid amount was 1.29.6 billion yuan The pre-bid amount for the second package was 198 million yuan, and the pre-bid amount for the third package was 17.1 million yuan.
JA Solar plans to invest in a 300MW solar photovoltaic parity on-grid project in Chaoyang County
JA Solar announced on the evening of March 23 that Chaoyang Xinghua Solar Power Co., Ltd., a wholly-owned subsidiary of the company, plans to invest in a 300MW solar photovoltaic parity on-grid project in Chaoyang County, Chaoyang City, Liaoning Province. The project construction period is expected to be 2 years. The operation period is 25 years, with a total investment of 1.454 billion yuan. The completion of the project will further expand the company’s solar photovoltaic power station construction scale and increase sales of solar photovoltaic solar modules.
State Grid: preliminary arrangement of 450 billion yuan for grid investment
A new round of UHV construction under “new infrastructure” is reversing the decline in investment in the power grid. As the main force of grid investment, State Grid Corporation of China (hereinafter referred to as “State Grid”) invests hundreds of billions of yuan in grid construction every year. The increase or decrease of its investment amount is directly related to the “money” of upstream and downstream suppliers in the industry chain. view. In 2020, the State Grid will initially arrange 450 billion yuan for grid investment, which will effectively drive social investment of more than 900 billion yuan, and the overall scale will exceed 1.3 trillion yuan.
Tongwei Solar: The total investment of about 20 billion yuan in solar photovoltaic industrial base project started
On March 25, Chengdu Huaizhou Xincheng Tongwei Solar Co., Ltd.’s solar photovoltaic industrial base project with a total investment of about 20 billion yuan started. It is reported that Tongwei Solar Co., Ltd. is the world’s largest crystalline silicon solar cell manufacturer, and its production capacity and output rank first in the global industry. The Tongwei Solar Solar Photovoltaic Industrial Base project in Jintang County has a total investment of about 20 billion yuan, and will build an annual output of 30 GW of high-efficiency solar solar cells and supporting projects. It is estimated that the added output value will be about 70 billion yuan, and more than 10,000 people will be employed, with an annual tax of about 20 100 million yuan.
Trina Guoneng plans to build 4GW high efficiency solar module project
According to the “Yancheng Economic and Technological Development Zone Enterprise Investment Project Credit Commitment Reform Implementation Plan (Trial)” (Yan Kai Ban Fa [2020] No. 13) document, Yancheng Tianhe Guoneng Solar Photovoltaic Technology Co., Ltd. has an annual output of 4GW high-efficiency solar module projects. An application for a credit commitment system has been submitted and has passed joint pre-examination by the department.
Longji clean energy total investment of about 1 billion 200MW solar photovoltaic parity project started
On March 26, the “Xinrong Longji Green Energy 100MW Solar Photovoltaic Parity Demonstration Project” and “Xi’an Longji Hunyuan 100MW Solar Photovoltaic Power Generation Price Project” independently developed and constructed by Xi’an Longji Clean Energy Co., Ltd., a wholly-owned subsidiary of Longji Co., Ltd. Construction of several projects in Datong City, Shanxi Province. It is reported that the parity on-grid demonstration projects started in the same period mentioned above are respectively located in Xinrong District and Hunyuan County of Datong City, with a total investment of about 1 billion yuan. Longji Clean Energy succeeds the 30MW solar photovoltaic poverty alleviation power station in Datong County of Datong City, and Guangling County of Datong City. After the 30MW solar photovoltaic poverty alleviation power station, another major solar photovoltaic power station project was constructed in Datong.
Posted by Carrie Wong | WSL Solar
WSL Solar has been a quality and professional manufacturer of custom solar panel and solar solution provider in China since 2006.
