Heterogeneous Rise, Painting the Future Together丨The seventh roundtable meeting of the 740W+ Club of Highly Efficient Heterogeneous Junctions was successfully concluded
Looking back at the development of China's photovoltaic industry over the past 30 years, HJT, as a latecomer, has become one of the important technological paths for green new energy in the future by virtue of its excellent performance and potential. With the continuous progress of China's HJT technology and the increased localization of related equipment and materials, the HJT industry has ushered in a rapid expansion of production capacity and is rapidly entering a new phase of intense market competition.
On October 18, 2024, the seventh roundtable meeting of the High Efficiency Heterojunction 740W+ Club was successfully held in Zhoushan, where the HJT industry elites gathered again to share the current industry policy, industrial promotion, technology pattern and other topics, which pointed out the course for the future market development of heterojunction.
“The seventh roundtable meeting of the China PV Solar Efficient 740W+ Club was held by Zhejiang WINHITECH New Energy (referred to as WINHITECH) as the rotating chairman of the unit, and the meeting brought together Anhui Light Potential Energy, Anhui Huasun Energy Co. Ltd, Dongfang Risheng, Guangdong Mingyang Sunshine Volt, Guangdong Quanwei Technology, Guodian Investment New Energy, Guosheng Shian Technology, King Kong Photovoltaic, Liansheng Photovoltaic Technology, Shanghai Hengxi Photovoltaic, Tongwei, CNBM Joonxin, Rumphai Photovoltaic, Zhuhai Hongjun New Energy, etc. (the above is sorted according to the first letter of the Chinese alphabet) and other more than ten enterprises and top experts in the field of heterogeneous junction. The meeting focused on key topics such as HJT factory benchmarking and product selection, HJT cost optimization and efficiency improvement, industry going overseas and technical challenges. Participants actively discussed and shared, and jointly explored the direction of technological innovation and market expansion.
WINHITECH Chairman Mr. Zeng Qingzhi expressed a warm welcome to the guests on behalf of the company at the roundtable, and said that the current market is facing the double pressure of high inventory and geopolitics, and the industry is facing a highly involutional winter, and the HJT industry is facing a lot of challenges in terms of cost and market. He pointed out that as a representative of the quality of productivity of HJT technology, should not fall into the backward productivity of the “price war”. In the face of the complexity of the market situation, enterprises should focus more on innovation at the technological level, enhance their competitiveness by strengthening their own technical strength, and gradually expand their market share.
Ni Zhichun, General Manager of WINHITECH/Chairman of the Club, reported on the basic content of the last meeting and the core issues of this meeting, pointing out that HJT technology is the core driving force to promote the commercialization of the industry, and that industry benchmarking based on the open-source data within the industry is to better seize the market direction and opportunities, and that in the current “red sea” market, where the price is competitive, cost reduction and efficiency gains in the production cycle of HJT products will determine the speed and scale of future industrial development. At the same time, in the current price competition in the “red sea” market, HJT product production cycle of cost reduction and efficiency will determine the speed and scale of future industrial development. In terms of market, the current geopolitical and globalized industrial adjustment is a challenge, but also an opportunity for the industry to go overseas.
Topic 1: Heterojunction Cell Factory Benchmarking and Wafer Size Optimization
WINHITECH battery factory director Gao Shine shared the “WINHITECH Energy Consumption Industry Benchmarking Report”, analyzed the impact of the chemical process energy consumption from raw materials and labor and other costs on the comprehensive cost of HJT batteries, with reference to the sample data of a number of manufacturers in the industry, assessed the cost and capacity of production capacity of the start rate of the correlation between the relevant factors, and put forward the future of the production line of the lean management can be further reduced manpower costs. At the same time the adoption of new processes can reduce water consumption.
Xu Xin, senior vice president of Anhui Huasheng New Energy, puts forward: “The amount of water has a large impact on the cost, and the proportion and data of water used in different parts of the workshop and plant services need to be more accurate, so as to reflect the cost advantages of the HJT process.”
Zhao Xuewen, Chairman of Anhui Light Potential Energy, suggested: “Regarding benchmarking, we should add some cross-border comparisons, such as a comprehensive comparison with TOPCon's TOP 5 manufacturers at the level of water, electricity and gas, and some of our internal enterprises have some advantages”
WINHITECH General Manager Ni Zhichun proposed, “Factory benchmarking the next please rotate enterprise Tongwei shares to continue to collect industry data, with each round of data more and more accurate, our goal is naturally more and more clear.”
WINHITECH Chairman Zeng Qingzhi said, “The data needs to be more refined, such as the total amount of water consumption and its breakdown, and then the benchmarking of the breakdown items; secondly, the water consumption difference items, etc. need to be mined for reasons and countermeasures, and to do the industrial addition and subtraction to enhance the competitiveness of the industry.”
Liu Chang, executive secretary general of the 740W+ Club and founder of SOLARZOOM, said, “Part of the data is not accurate enough because of the capacity utilization figures, and the database should be expanded continuously in the future to further improve the authenticity and reference.”
Yang Bochuan, director of the Orient Sunrise Global Photovoltaic Research Institute, shared the progress of the work of HJT cell size optimization, the company has passed the internal controlled documents, the future use of the light transfer film will be further corrected and optimized, and the gradual improvement of the accuracy of the test method will improve the actual efficiency of the HJT, and at the same time, the standardization of the cell size is hoped to be pushed forward together through the members of the club and established.
The guests at the meeting fully discussed the path to improve the power of HJT cells and modules from the technical level, as well as the impact of cell size modification on the production line capacity, and the space and direction in which the string spacing can be improved. Anhui Huasheng and Dongfang Sunrise were proposed as the lead enterprises to promote the club's work on HJT cell size optimization.
Topic 2: How HJT responds to the challenges of industrialization of TOPCon, BC, and Chalcogenide technologies
Ni Zhichun, General Manager of WINHITECH, proposed, “HJT's current stage of development encounters the dual challenges of TOPCon and BC technology.TOPCon has gone to the limit of efficiency and cost but has a huge market share, while the industrialization of chalcocite is still far away, and the future of BC batteries may pose a huge challenge, and how HJT breaks through needs our collective thinking and active response.”
Dr. Zhang Zhongwei, Chief Scientist and Director of New Energy Research Institute of Guosheng Technology, pointed out, “We need to think about the market strategy to deal with TOPCon, BC and other technology routes, such as the real cost of commercialization and power generation performance index of TOPCon and BC, in order to be able to really do what we need to do. At the three levels of efficiency, cost, and market application scenario demand, 740W+ Club members need to respond positively to find core competitive advantages, such as widening the power gap with other technology routes, and win the confidence of the market and capital, given the current low market share.”
Tang Doudou, Vice President of Lianshang Photovoltaic Technology Co., Ltd. believes, “In the face of the challenge of industrialization of TOPCon, BC, and Chalcogenide technologies, the HJT industry can set a minimum dominant price, and by setting such a dominant price, the HJT enterprises are able to find a balance between technological innovation and market expansion, which will not only ensure their own interests, but also promote the whole sustainable development of the industry.”
Qiu Wenkai, Executive General Manager of Ming Yang Volt, shared with the guests some empirical data of distributed PV power plants, including power generation data of mountainous as well as industrial and commercial distributed projects, including BC projects.Ni Zhichun, General Manager of WINHITECH, etc., expressed their approval and proposed that the authenticity of benchmarking on the application side is very important, such as the authenticity of the samples, which determines whether the data of the experiments are accurate or not, and that other different scenarios may affect the performance of different technologies, we should increase cooperation and information sharing more in the industry.
Topic 3: HJT Cost Reduction and Efficiency Enabling Future PV Industry Development
WINHITECH 0BB project leader Hu Qiong shared “Heterogeneous Junction Module Cost Analysis and Optimization Discussion”, discussing the cost analysis of modules under different 0BB schemes and the optimization direction of encapsulation adhesive film cost, indicating that the superposition of 0BB's future predictable scale market and cost reduction technology is the scientific path to reduce cost and increase efficiency in the full cycle of 0BB cells and modules.
Dr. Zhang Zhongwei, Chief Scientist and Director of New Energy Research Institute of Guosheng Technology, mentioned: “0BB main gridless process eliminates the main grid at the battery side, which has the advantages of reduced silver consumption and power enhancement, thus HJT has the most urgent need for 0BB process introduction, and therefore HJT has taken the lead in realizing the introduction of 0BB process. In HJT's industrial bidding, the central state-owned enterprises prefer cost-effective products with technological innovation value-added, which will promote the market penetration of 0BB products from the application side and accelerate the technology iteration and HJT large-scale commercialization process.”
WINHITECH Chairman Zeng Qingzhi said: “Now part of the central enterprises bidding method by the price-oriented change technology-driven, which will certainly release the HJT capacity and market, to guide the photovoltaic industry comprehensively to the transformation of high-quality productivity, which is both a national policy is more inevitable.”
Topic 4: How HJT can efficiently lay out and expand overseas markets such as the “Belt and Road”?
In recent years, with the global energy transition and the “dual-carbon” goal, the photovoltaic industry has ushered in a period of rapid development. With technological innovation and cost advantages, Chinese PV enterprises are actively exploring overseas markets and seizing the development opportunities of the global new energy industry. PV overseas has been from the 1.0 era of product exports, toward the 2.0 era of production capacity, technology and services to go overseas.
Geopolitics and dual-carbon countdown will reshape the global PV industry chain, how to release production capacity through the second sea and industrial integration, while further enhancing the influence of China's manufacturing in the overseas market, has become the focus of this meeting to discuss the subject.
Xu Xin, Senior Vice President of Anhui Huasheng New Energy, shared the experience of Huasheng's brand and technology going to sea, and he put forward, “Light assets brand and technology going to sea, pulling capital and driving the creation of a localized industrial chain, and the enterprises going to sea need to take into account the local industrial chain needs and their own advantages, and actively deal with the challenges and risks brought by the multi-polarized market facing the globalization process in the future. Compared with the domestic, we HJT can better reflect the overall industrial advantages.”
Wang Xin, Chairman of Liansheng Photovoltaic Technology Co., Ltd. believes that “there are many uncertainties in the current US policy on China trade policy, in contrast, the Middle East, UK, Italy, Thailand and other places are regarded as potential opportunities, taking into account the uncertainties in the political and economic environment,, HJT enterprises need to be flexible in expanding their overseas markets, focusing on the risk assessment and localization strategy in order to realize efficient layout and expansion.”
Liu Chang, Executive Secretary General of 740W+ Club and Founder of SOLARZOOM, said, “The U.S. and Turkey, among others, are niche markets, while the U.S. election may have an uncertain impact on China's and Southeast Asia's exports, which are now industry-wide, and Chinese companies need to address security issues, including asset security.”
Zhao Xuewen, Chairman of Anhui Light Potential Energy, said, “The domestic TOPCon enterprises' overseas business has taken a big step, and HJT's overseas business is also inevitable. At present, markets such as Turkey and Saudi Arabia are equipped with complementary industries and favorable geopolitical conditions, and the overseas enterprises have to consider how to adapt to the local environment, including the labor laws and so on. ”
Ni Zhichun, General Manager of WINHITECH, said, “Overseas market opportunities outweigh risks, many countries are facing long-term needs such as post-war reconstruction, shortage of industrial chain and technology, and rising electricity consumption and price, while the domestic market is highly involutional, and China's leading technology and complete industrial chain are our capital and advantages to go overseas. ”
Finally, the next rotating enterprise Tongwei said: the progress of heterojunction technology can not be separated from the efforts of all colleagues, Tongwei will continue to promote heterojunction R & D and innovation, and promote the industrialization of the technology to the ground. Tongwei will host the 8th roundtable meeting of 740W+ Club in November, and welcome all of you to meet in Chengdu to talk about technological innovation again!
With the successful conclusion of the seventh roundtable meeting held by the High-Efficiency Heterojunction 740W+ Club, it not only highlights the strong momentum of China's photovoltaic industry in technological innovation and market expansion, but also transmits the positive attitudes of solidarity, collaboration and openness to peers during the cold winter period. This conference has provided useful thoughts on the further standardization, industrialization and globalization of heterojunction technology, and highlighted the leading role and innovation ability of China's PV industry in the global green transformation. We expect that with continuous technological advancement and industry cooperation, the High-Efficiency Heterojunction 740W+ Club will continue to guide the development of heterojunction technology and contribute to the goal of carbon neutrality.
Heterojunction technology not only heralds the future trend of the PV industry, but is also a key driver in realizing the green energy transition and promoting sustainable socio-economic development. Since the establishment of the High-Efficiency Heterojunction 740W+ Club, we have witnessed the continued expansion of the industry's ranks, with a number of leading companies joining to promote the progress and application of heterojunction technology. This reflects the industry's high recognition of the advancement of heterojunction technology and its future development potential, and also demonstrates the special value of the club as a platform for industry communication and collaboration. The in-depth communication and cooperation among the club members accelerates the commercialization and application of the technical achievements, and promotes the synergistic progress of the upstream and downstream of the industry chain and a healthy industrial ecology.
Back