The Third Batch Of Application Leader Gets The Content, And The Single Crystal Product Accounts For More Than 60%.

The May 24, 2018 - - 2017 (third batch) application leader base has completed the bidding, and the state Advisory new energy research center (EnergyTrend) analysis of the bidding results found that the single crystal product still occupies an absolute advantage, and the double-sided power generation technology is more than 50%. The expected product content will lead to the upgrading of industrial technology and market demand.

Shi Shunyao, an analyst at EnergyTrend, pointed out that the target products are a large number of single crystal PERC products, including single side, double side, even single crystal PERC superposition of MWT technology, the overall proportion of more than 2/3, equivalent to about 3.3GW. Most of the remaining products are P polycrystalline and N type double-sided, even P polycrystalline products are superimposed on the highest technological level, including black silicon (BS) and PERC.

EnergyTrend further calculates the battery efficiency index of each product and the possible power after completion of the components from the basic specifications of the battery and components. The result shows that if the product form should conform to the index, it is not a big problem for one side product, the key is that there is no effective calculation value on the back power of the double side products. At present, the buyer can only choose the positive power reference data provided by the manufacturer. For the power plant, the higher the overall power of the product, the Levelized Cost of Electricity (LCOE) is relatively low, so more electricity subsidies can be obtained.

With this opening content and the development of advanced battery technology in 2018, PERC single crystal will still be the first choice for future product selection, and double-sided batteries are expected to speed up because they can provide extra power. As for N and other new technologies, the market share of battery products will increase with the expansion of production scale and the increase of overall conversion efficiency.

Observing the supply and demand situation of the market also echoes the development of the above products. Demand for single crystals was strong in May, and prices remained balanced in the face of strong supply and demand. In view of the fact that polycrystalline products are not as cost-effective as single crystal products, the demand is extremely cold. For the component plant, the manufacturing cost of the single crystal and the polycrystalline component is the same, but the output power of the single crystal component can be increased by more than 10W by the polycrystal, and it is naturally more favored by the customers. In the current trend of single polycrystalline development, unless there are new incentives to re - demand the market for polycrystalline products, the market will not change much until 630.