Longji Green Energy: TOPCon has a short life cycle, and the future will be dominated by BC; 26.05%, Daheng Energy breaks the record of TOPCon battery mass production conversion efficiency; Atlas: ener

< Today's Highlights & >

1. Longji Green Energy: The life cycle of TOPCon is short, and the future is BC world (click the title to view the full text)

On the morning of September 5, the performance meeting of Longji Green Energy was held on the official website of the Shanghai Stock Exchange. At the meeting, Zhong Baoshen, chairman of Longji, said that compared with PERC, TOPCon has less efficiency improvement and more serious homogenization. As a transitional technology, TOPCon has a shorter life cycle and is expected to stop expanding production by the end of next year at the latest in 2024.

In the next 5-6 years, BC batteries will become the absolute mainstream of crystalline silicon batteries, including double-sided and single-sided batteries. In the future, a large number of products of Longji Green Energy will go to the BC technology route. At present, the company's 30GW HBBC production capacity is climbing, and it is expected to reach production capacity by the end of 2023, and the production capacity is expected to be 30GW in 2024.

Recently, with the superimposed application of SE laser doping technology, the average conversion efficiency of TOPCon batteries produced by Daheng Energy has reached 26.05%, which once again set a new industry record and reached the industry-leading level. On June 9 this year, Daheng Energy and Jiejia Weichuang issued a joint announcement that Daheng Energy TOPCon Battery Manufacturing Base set a 23-day climbing record of 97% yield and 25.4% efficiency (not on SE at that time), which attracted great attention from the whole industry.

3. Atlas: Energy Storage Outbreak, Large Storage Order Reserve Reaches 26 GW

On September 4, Atlas released the record of investor relations activities in August 2023. The company shipped 6.1 GW of modules in the first quarter, up 69.45% year-on-year, and 8.2 GW in the second quarter, up 60.79% year-on-year. The company's large storage project reserves 26 gigawatt hours, and has signed contracts with orders in hand amounting to $2.1 billion, including long-term service contracts.

4.

On September 4, the Shanghai Municipal Committee of the Shanghai Stock Exchange held the 82nd meeting of the Listing Review Committee in 2023, and the IPO of Guangzhou Sanjing Electric Co., Ltd. (Hereinafter referred to as "Sanjing") passed the meeting smoothly. In this IPO, Sanjing intends to raise 1.204 billion yuan for Sanjing New Energy's annual production of about 470000 digital energy products and system intelligent manufacturing projects, R & D center construction projects, global marketing service network construction projects and supplementary liquidity. It is worth noting that in recent years, household energy storage inverter companies "piled up" IPO, in addition to the Sanjing shares just after the meeting, enterprises in this field such as First Airlines Xinneng, Arrow Energy, Aishiwei and so on have piled up into the capital market.

& lt; Project Progress & gt;

Five enterprises including Hopewind, CNBM, Sungrow Power and Shangneng were selected

for the centralized procurement of 1.4G W inverter frames. On September 4, the Three Gorges Group announced the successful candidates for the centralized procurement of photovoltaic inverter frames in 2023. Shenzhen Hopewind Technology Co., Ltd., China Building Material Xinyun Zhilian Technology Co., Ltd., Sunshine Power Supply Co., Ltd., Shangneng Electric Co., Ltd., and Kehua Data Co., Ltd. . According to the previous tender announcement, the project is not divided into bid sections, and the scope of the tender is 300 kW and above string inverters and ancillary equipment required by the photovoltaic project of the Three Gorges Group, with an estimated total capacity of 4GW.

2. Longji, Jingke, Dongfang Risheng … The annual conference of

China's photovoltaic industry has been held in Chuzhou to promote the signing of 24 photovoltaic industry projects with a total investment of over 160 billion yuan. Up to now, the city has landed and talked about more than 120 key projects in the photovoltaic industry, with a total investment of over 300 billion yuan and a total investment of nearly 100 billion yuan. In 2021 and 2022, the output value of photovoltaic industry was 40.9 billion yuan and 87.3 billion yuan respectively, increasing by more than 100% for two consecutive years. From January to July this year, the output value reached 72.2 billion yuan, an increase of 64% over the same period last year.

3. Tongwei, Jingao, Daquan, Hongyuan …

Recently, a number of photovoltaic manufacturing projects in Baotou, Inner Mongolia, have made new progress, including leading photovoltaic enterprises such as Tongwei Stock, Jingao Technology, Daqo Energy and Hongyuan Green Energy. It involves 105000 tons of new polysilicon production capacity, 5G W components and 350000 tons of high-purity industrial silicon. Hongyuan Energy Technology Phase II 50,000-ton high-purity silicon project has passed the environmental impact assessment; Daqo Energy has built a 350,000-ton high-purity industrial silicon project; Inner Mongolia Tongwei plans to upgrade the production capacity of 55,000-ton polysilicon project; Baotou Jingao 5GW high-efficiency photovoltaic module project.