"It is expected that the global demand for components will be close to 600GW in 2024,
N-type TOPCon will be the mainstream product in the short term, and
other technical routes such as HJT, BC and perovskite will also have great room for development." There are many market segments in the
the prices of different markets are quite different,
the single order capacity of the domestic centralized power plant market is large, and
the production side also has a certain scale effect.
Therefore, the price of components is lower than that of other market segments,
which does not represent the price of products in the whole industry.
We believe that the market share and cost advantages of integrated leading enterprises
are expected to increase in the future.