Recently, Heguang Tongyao Intelligent Technology Co., Ltd. (hereinafter referred to as "Heguang Tongyao") completed tens of millions of yuan Pre-a round of financing, which was led by Jingwei Venture Capital and followed by old shareholder Xianfeng Changqing. Weilan Capital acts as the company's long-term exclusive capital consultant. This round of financing will be used to expand R & D investment and accelerate product delivery, so as to enhance market coverage and penetration. Founded in 2022
, Heguang Tongyao is a company engaged in photovoltaic module power electronics (Module Level Power Electronics). MLPE) and the overall solution of photovoltaic smart energy. MLPE refers to power electronic devices that can regulate photovoltaic systems at the component level, including micro-inverters, switch-off devices and power optimizers . Compared with the granularity of string inverters, MLPE can achieve component-level control and optimization, with finer control granularity and more power generation gains. Therefore, MLPE is widely used in distributed scenarios with higher electricity prices, and its penetration rate is gradually increasing. In the short term, the company will focus on the R & D, production and sales of the overall solution of component intelligent switch and optimization system. Li Ningda, founder and CEO
of Heguang Tongyao, told 36 Carbon: " The photovoltaic industry will gradually change from the traditional large-scale ground power station mode to the development trend of distributed energy system.". In the first half of 2023, the newly installed capacity of PV in China reached 78.42 GW, an increase of 154% compared with the same period last year. The cumulative installed capacity of PV has exceeded that of hydropower, becoming the second largest power source in China. Of the 87 GW installed capacity of PV in China last year, distributed power accounted for 2/3.
Based on the characteristics of distributed scenarios, photovoltaic power generation gain and operation safety are the primary considerations of owners, and MLPE mainly meets these needs of customers.
Optimizers and micro-inverters have many functions, such as shutdown, optimization, monitoring and so on. First of all, it can reduce the DC voltage from 600V ~ 1000V to below 80V through rapid shutdown at the component level to minimize potential safety hazards; it can reduce the time of troubleshooting and maintenance and improve the efficiency of operation and maintenance through accurate monitoring at the component level; It can also reduce the impact of shadow occlusion on power generation, eliminate the impact of inconsistency of installation angle on power generation, and improve the return on investment and installed capacity of power plants.
Optimizers and microinverters perform similar functions. Based on cost performance, use experience and other factors, the industry generally believes that micro-inversion is suitable for small household distributed power plants, and optimizer is more suitable for medium and large distributed power plants with larger capacity. The market
of MLPE is mainly in Europe and America. Similar to the market share logic of photovoltaic inverters in China, there is a strong demand for MLPE products produced by domestic supply chains with high cost performance in Europe and the United States. In this context, the revenue of Hemai shares and Yuneng Technologies, whose main products are micro-inverters, has grown rapidly, and their market value is more than 20 billion, which is favored by the capital market. Unlike micro-inverters, the companies with optimizers as the main industry in China are small in size and do not meet the listing standards. However, with the rapid development of distributed photovoltaic, the demand for optimizer is becoming more and more urgent. Therefore, how to achieve stability and reliability, high cost performance and high conversion rate is the first factor for domestic optimizer companies to replicate the development path of micro-inverters. Based on innovative hardware solutions
, Heguang Tongyao realizes component-level-based security control, fine management and intelligent operation and maintenance system, tracks the actual operation status of each component for a long time, and realizes the whole life cycle asset data management of distributed power plants. In addition, its products also extend a variety of functions different from ordinary switchers and optimizers, such as: the cost of component-level intelligent switchers is close to that of traditional switchers, but they can diagnose components more accurately and reduce fire hazards better; The overall solution of the optimization system has higher power generation efficiency, reduces the failure rate through the cooperation of the inverter and the optimizer, and has lower cost compared with the traditional optimizer scheme.
Based on the market development and R & D progress, Heguang Tongyao plans to launch a component intelligent switch solution, which will provide additional intelligent value-added services while maintaining the same cost as the traditional switch. For overseas high-end projects, the company will also launch a cost-effective overall solution to optimize the system.
In addition, the optimizer is the key hardware to realize DC power conversion, and is an important device under the long-term goal of source-network charge storage and optical storage. Heguang Tongyao will take this as a starting point and continue to expand product categories under the background that the energy system tends to be DC and micro-grid.
Heguang Tongyao was co-founded by Li Ningda and Deng Xiaofan, who graduated from the University of New South Wales in solar energy and photovoltaic engineering. Li Ningda, the founder, has been working in the photovoltaic field for more than ten years and has rich experience in technical management and team operation. He has worked in the world's leading photovoltaic technology service enterprises. Co-founder Dr. Deng Xiaofan is a Photovoltaic Doctor of the University of New South Wales, with rich experience in R & D and technology industrialization in the field of photovoltaics. Zuo Lingye, partner
of Jingwei Venture Capital , said, We are optimistic about the development of the new energy industry in the long run. With the continuous improvement of economic benefits brought by photovoltaic, the penetration rate of distributed installed capacity is also increasing rapidly. As an important hardware to improve power generation gain and realize intelligent operation and maintenance, MLPE plays a key role in distributed scenarios. In addition, with the gradual increase of the proportion of new energy, the trend of direct current, micro-grid and multi-terminal collaborative management of source, network, load and storage is becoming more and more obvious. As an important hardware level entry, the optimizer has strong extensibility. Through the reuse of mature hardware solutions in other fields, Heguang Tongyao has developed a component-level intelligent switcher and an overall solution for optimizing the system, which is highly innovative. We are glad to see that in the past continuous tracking, the team has made good progress in key technology research and development, and look forward to more achievements in the industrialization process. Zhao Yang , managing partner
of Xianfeng Changqing, said, MLPE is a huge market for the photovoltaic industry in pursuit of higher efficiency, lower cost and higher reliability. It will also play an increasingly important role under the trend of diversified scenarios on the user side and efficient coordination of renewable energy. The team of Heguang Tongyao has gathered industry experts in photovoltaic and power electronics, and has rich industry resources, product management experience and R & D capabilities. Since Xianfeng's exclusive angel investment in Heguang at the beginning of this year, we have witnessed the rapid development of the team in just a few months, expecting them to continue to grow and innovate, and grow into a global MLPE leader.
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