1. Faced with the industry's "ice age," heterogeneous structure enterprises gather together to promote technological innovation. 2. Solar cell industry leader Tongwei Co., Ltd. has joined the Efficient Heterojunction Club today, saying that it will help achieve innovative breakthroughs in heterojunction technology.
According to Caixin, after nearly two years of market introduction, heterojunction modules achieved further growth in the first half of this year. However, facing a harsh market environment, the pressure on heterojunction technology to reduce costs is more evident during the industry's "ice period." Prior to the SNEC exhibition, heterojunction enterprises huddled together for warmth.
According to Caixin, Tongwei Co., Ltd. (600438.SH) has officially joined the HJT740W+ Club as a member.
According to Caixin, on today's High-Efficiency Heterojunction HJT740W+ Club Industrial Summit, Tongwei Co., Ltd. officially joined the High-Efficiency Heterojunction Club, becoming a member of the 740W+ Club. The organization was founded in March of this year and includes ten heterojunction technology companies such as Risen Energy, Huasheng New Energy, Anhui Guangshi Energy New Energy Technology Co., Ltd., and Guangdong Quanwei Technology (300716.SZ). Insiders revealed that members focused on issues such as promoting the reduction of heterojunction supply chain costs, and relatively uniform component and certification standards for heterojunction products. The group continues to add members, and after Hongjun New Energy, China National Building Material Junxin, and Shanghai Electric Hengxi, Tongwei Co., Ltd. also officially joined the High-Efficiency Heterojunction Club as a member. In the joining ceremony, Jiang Fangdan, dean of the Tongwei Photovoltaic Research Institute, stated that Tongwei is committed to the development of high-efficiency heterojunction cell technology, and joining the Club allows them to communicate industry experience with members and help the heterojunction technology make innovative breakthroughs.
According to Caixin, after Hongjun New Energy, China National Building Material Junxin, and Shanghai Electric Hengxi, Tongwei Co., Ltd. also officially joined the High-Efficiency Heterojunction Club as a member of the 740W+ Club. Jiang Fangdan, Dean of the Tongwei Photovoltaic Research Institute, stated at the joining ceremony that Tongwei is committed to the development of high-efficiency heterojunction cell technology. Joining the club allows Tongwei and members to communicate industry experience and assist heterojunction technology to make innovative breakthroughs. In the photovoltaic crystalline silicon industry chain, Tongwei Co., Ltd. is a dual leader in polycrystalline silicon and solar cell production. According to statistics from InfoLink Consulting, as of the end of 2023, the company's photovoltaic cell shipments have ranked as the global leader for seven consecutive years. In 2023, the company's battery sales volume was 80.66 GW (including self-use), a year-on-year increase of 68.11%.
According to Caixin, Tongwei Co., Ltd. uses the TOPCon PECVD technology in its N-type technology route and gradually promotes it as the industry mainstream. It is expected that by the end of 2024, Tongwei Co., Ltd.'s TNC (Tongwei self-developed TOPCon technology) battery production capacity will exceed 100 GW, and the production capacity structure will remain in a leading position. Tongwei Co., Ltd. also follows heterojunction technology. In June of this year, Tongwei Co., Ltd. replied to investors' questions and said that the company's HJT+THL battery's first piece had been produced. The technology comes from Tongwei's independently developed GW-level copper interconnection pilot technology, which has overcome key core technologies such as 15μm fine line width copper grid line mass production technology, flexible contact continuous electroplating, and copper grid line heterojunction cell interconnection. The combination of the most advanced GW-level heterojunction pilot line in the industry has achieved the organic combination of high-efficiency and low-cost heterojunction cells.
According to Caixin, heterojunction technology has been heavily favored due to its higher battery conversion efficiency and theoretical limit. However, due to equipment costs and the cost of manufacturing per watt being higher than another mainstream technology route, TOPCon, the volume of heterojunction products has been lower than TOPCon over the past two years of product iteration. The currently globally advanced HJT cell production capacity is mostly concentrated in China, according to SOLARZOOM's Heterojunction Industry Development White Paper released. As of June 2024, the number of HJT cell production lines currently operating was approximately 67 domestically, and the current HJT cell production capacity in China was estimated at about 42.3GW. Nevertheless, heterojunction technology will gradually level its costs with TOPCon through continued cost reduction measures. In the first half of 2024, there have been separate heterojunction standard bidding cases and high-priced heterojunction product bidding cases in large-scale component procurement as these products undergo continued cost reduction. According to statistics from institutions, in the first five months of this year, there were a total of eight HJT heterojunction component centralized procurement projects with a combined capacity of 6.15 GW in the 148.98 GW component procurement projects.
According to Caixin, after nearly two years of market introduction, heterojunction modules achieved further growth in the first half of this year. However, facing a harsh market environment, the pressure on heterojunction technology to reduce costs is more evident during the industry's "ice period." Prior to the SNEC exhibition, heterojunction enterprises huddled together for warmth.
According to Caixin, after nearly two years of market introduction, heterojunction modules achieved further growth in the first half of this year. However, facing a harsh market environment, the pressure on heterojunction technology to reduce costs is more evident during the industry's "ice period." Prior to the SNEC exhibition, heterojunction enterprises huddled together for warmth.
According to Caixin, after nearly two years of market introduction, heterojunction modules achieved further growth in the first half of this year. However, facing a harsh market environment, the pressure on heterojunction technology to reduce costs is more evident during the industry's "ice period." Prior to the SNEC exhibition, heterojunction enterprises huddled together for warmth.
According to Caixin, after nearly two years of market introduction, heterojunction modules achieved further growth in the first half of this year. However, facing a harsh market environment, the pressure on heterojunction technology to reduce costs is more evident during the industry's "ice period." Prior to the SNEC exhibition, heterojunction enterprises huddled together for warmth.