Photovoltaic (pv) seven male recruit: a review of the photovoltaic companies of strategic and layout

Solar photovoltaic net news: from 2019 to 2020, photovoltaic components industry by leaps and bounds, from before the annual average 10 w component of power growth, China solar energy network, photovoltaic (pv) grid, up to now, 400 w, 450 w, 500 w, even now planning a 600 w, the growth of the annual average 50 w, thanks to the size of silicon wafer, efficient PERC, together high density components, spectacular, wonderful story.

2015 wafers to M2 standard size, crystal families with 158 in 2019. Released 210, 75, longji launched 166, central silicon wafer size seems has entered a stage of three kingdoms;

feedback from industry, large wafers can effectively reduce the battery is a cost, cost of BOS component BOM cost, power station, with a significant reduction in the cost of power generation LCOE terminal. Can be seen from the calculation table under the big silicon wafer and the contribution and influence on the total cost of the project while 210 future cost advantage is the largest, but the 158 largest capacity, including the second - and third-tier longji unify river's lake, about have support, love, xu's battery, solar panels, central, 210 subject to batteries and components downstream of the preparation and production time.

time to enter in 2020, also during the outbreak, each manufacturer has been started, crystal section 16 x 465 w + TIGER series, trina and Orient to join 210 camp, product line-up and 500 w + love xu, tong wei expansion has also stepped up 210 batteries, directly pull competition platform on the 500 w, caused a huge mass of longji 166 product technology competitive pressure, as we all know longji is against the leader beat polycrystalline high power products, including single crystal crown.

no join camp each manufacturer, some waiting, some in the active layout, in the near future is expected to have silicon metal joint 18 x ( Is expected in 180 - length 190mm） , the size of the silicon wafer mess again. Let us analysis the 18 x.

　　3) Long bar will decrease in the cost of the components of the cost of digestion, from the perspective of the bidding of recent 210 components, components cost is advantage;

　　1) 18 X wafers, cells is a smaller version of the 210, single crystal, wafers, cells of the same transformation is inevitable, to have invested 210 cell line X is to reduce capacity; About the battery in the new line of the first component, the late components and the evolution of the space, such as four/five fragmentation, 6 * 10 version, version 5 * 12, 6 * 12 version;

　　3) Wafers, cells of upgrading investment than outweigh the upgrading of components, and components of the series parallel connection circuit changes is very rich, should be anchored in 210 to make the most cost-effective battery, through the details and to optimize the design of the components to complete; Rather than by adjusting the cell size to meet the existing components production line) In the case of market has been basically approved 158166210, if add 18 x products, the components of the product category has too much on the market, China solar power network, the design scheme of project investment, support scheme, even set series inverter choice will cause a lot of trouble and confusion;

dared guess longji strategy: using 18 x empty shakes a gun, differentiation, 210, 166 as two years, the actual product planning and design standard, bulk shipment, ready to feed for the last 210 platforms, unify river's lake.

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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, China solar energy network, 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 has become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng power 180 mw