Puas yuav loj ntau lawm ntawm N-hom roj teeb coj los hloov tshiab?

Nyob rau hauv xyoo tas los no, qhov nrov ntawm N-hom photovoltaic cell technology tau nce ntxiv, thiab cov lag luam tau qhib "N-type era" hauv 2022.

Piv nrog rau yav dhau los puag ncig ntawm lub roj teeb thev naus laus zis, N-hom roj teeb thev naus laus zis txoj kev muaj ntau haiv neeg, feem ntau suav nrog TOPCon, HJT thiab IBC. Vertically integrated thiab tshwj xeeb roj teeb tuam txhab uas muag tau dhau los ua "protagonists qab lub scenes" nyob rau hauv lub loj ntau lawm layout nyob rau hauv lub N-hom technology kev taw qhia ua ntej.

Thaum Lub Ib Hlis 2022, cov tuam txhab sib koom ua ke sawv cev rau JinkoSolar hauv thawj theem ntawm 16GW N-hom TOPCon roj teeb qhov project hauv Hefei, 8GW, yuav tsum muab tso rau hauv kev tsim khoom. Nws cia siab tias lub roj teeb muaj peev xwm ntawm cov thev naus laus zis no yuav ncav cuag 16GW hauv xyoo 2022.

JinkoSolar qhov kev nthuav dav ntau lawm tau txais kev saib xyuas zoo, tab sis kuj tseem muaj qhov me me. Nyob rau nruab nrab Lub Peb Hlis 2022, nws tau tshaj tawm tias JinkoSolar's N-hom TOPCon kev ua haujlwm tsis tau raws li qhov kev cia siab, yog li ncua sijhawm thib ob ntawm TOPCon project. Ces JinkoSolar teb tias: Cov lus xaiv tsis muaj tseeb.

Lwm lub tuam txhab ua lag luam uas tau pib loj N-hom roj teeb nthuav dav yog Trina Solar. Hauv kev teb rau Suqian 8GW TOPCon cell project tau hais los saum toj no, Trina Solar tau hais tias lub peev xwm nthuav dav ntawm 8GW TOPCon cell tshiab yuav, ntawm ib sab, txhim kho lub tuam txhab tus kheej tsim muaj peev xwm rau kev ua haujlwm siab hnub ci hlwb thiab ua tau raws li cov dej ntws. kev lag luam thov rau 210 ntxiv rau N-hom kev ua haujlwm siab ua haujlwm. Qhov kev thov loj hlob tuaj, ntawm qhov tod tes, tseem yuav ua kom cov kev lag luam ntawm kev lag luam los ntawm P-hom mus rau N-hom.

Thaum Lub Ob Hlis thiab Lub Peb Hlis 2022, JA Hnub Ci thiab Canadian Hnub Ci tau tshaj tawm cov xov xwm ntawm cov khoom loj loj ntawm N-hom roj teeb modules. JA Technology tau hais rau cov neeg sau xov xwm tias nyob rau hauv kev txhawb nqa ntawm kev sib koom ua ke muaj peev xwm, Ningjin 1.3GW roj teeb qhov project tau txais kev siv thev naus laus zis oxide (cov txheej txheem thev naus laus zis zoo ib yam li TOPCon). Tam sim no, nws yog GW-theem kev nthuav dav, thiab nws yuav nthuav dav ntxiv thaum cov thev naus laus zis tshiab txo cov nqi thiab kev loj hlob. Tsis tas li ntawd, lub tuam txhab HJT pilot kab tau nkag mus rau theem ntawm installation thiab commissioning.

Canadian Hnub Ci tshaj tawm ntawm N-hom photovoltaic thev naus laus zis lub rooj sab laj hais tias nws yuav tsom mus rau kev tsim N-hom TOPCon module, uas yuav nkag mus rau ntau lawm hauv lub quarter thib plaub, thiab yuav tshaj tawm HJT lub ru tsev tshiab nyob rau lub Plaub Hlis.

Tsis tas li ntawd, cov kws tshaj lij roj teeb thawj coj Tongwei Co., Ltd. tau ua tiav rau hauv kev tsim cov 1GW HJT tsav kab thiab 1GW TOPCon pilot kab hauv 2021. Lub Plaub Hlis 1, 2022, nws tshaj tawm tag nrho cov peev ntawm 12 billion yuan. Lub phiaj xwm phiaj xwm yog los nqis peev hauv 32GW high-efficiency crystalline silicon cell project.

Hauv kev teb rau cov phiaj xwm kev nqis peev saum toj no, Tongwei tau hais tias lub tuam txhab tau ua R&D peev loj hauv kev lag luam roj teeb tshiab xws li HJT thiab TOPCon thiab ua tiav cov txiaj ntsig R & D. Nyob rau hauv lub neej yav tom ntej, loj-scale zus tau tej cov roj teeb tshiab technology yuav qhia nyob rau hauv lub sij hawm mus ntxiv txhawb txoj kev loj hlob qauv ntawm loj-loj thiab nyias-zaj duab xis, thiab sib sau ua ke lub tuam txhab kev sib tw nyob rau hauv lub tshav pob hnub ci.

Sib txawv ntawm ob txoj kev qhia saum toj no, IBC thev naus laus zis kuj tau nyiam ntau yam vim nws qhov kev hloov pauv siab dua thiab kev nthuav dav ntxiv ntawm qhov zoo ntawm cov txheej txheem stackable.

Southwest Securities Research Report tau taw qhia tias Aixu txoj kev tshawb fawb thiab kev loj hlob ntawm N-hom ABC roj teeb technology yog raws li IBC roj teeb technology. Ib tus neeg los ntawm Lub Tuam Txhab Kev Lag Luam Kev Lag Luam ntawm Aixu Co., Ltd. tau hais tias lub tuam txhab 300MW ABC xeem kab yog tam sim no raug sim, thiab tib lub sijhawm, nws tab tom npaj rau lub peev xwm ntawm 6.5GW hauv Zhuhai. Nws cia siab tias cov khoom loj loj yuav ua tiav hauv peb lub hlis twg.

Nws yog ib qho tsim nyog hais tias LONGi, "tus kwv tij photovoltaic saum toj kawg nkaus", muaj kev tshawb fawb tshwj xeeb hauv N-hom TOPCon, HJT thiab lwm yam kev qhia, thiab tau rov ua dua lub ntiaj teb cov ntaub ntawv ntsig txog kev hloov pauv ntawm tes. Thaum Lub Peb Hlis 2022, LONGi tshaj tawm txog 10 billion peev txoj kev npaj, uas 30GW high-efficiency monocrystalline roj teeb project nrog cov khoom tsim tawm txhua xyoo tau nyiam ntau yam los ntawm lub ntiaj teb sab nraud. Txawm li cas los xij, cov xov xwm ntawm LONGi lub roj teeb tshiab thev naus laus zis kev taw qhia rau kev tsim khoom loj loj tsis tau tshaj tawm rau lub sijhawm ntev, thiab nws tau tshaj tawm tias nws yuav "tawm ntawm txoj kev raug ntaus". LONGi tau tshaj tawm rau cov neeg sau xov xwm tias nyob rau lub quarter thib plaub ntawm 2022, lub tuam txhab xav kom ua tiav cov khoom siv roj teeb tshiab.

Raws li cov ntaub ntawv "China Photovoltaic Industry Development Roadmap (2021 Edition)" cov ntaub ntawv, xyoo 2021, cov kab tsim khoom hauv tsev tshiab tseem yuav raug tswj hwm los ntawm PERC cell ntau lawm kab, thiab kev lag luam sib faib ntawm N-hom hlwb (tseem suav nrog HJT thiab TOPCon. cell) yog kwv yees li 3 feem pua.

Pom tseeb, cov ntaub ntawv no yuav tsum tau sau dua tshiab hauv 2022. Changjiang Securities kwv yees tias qhov tshiab N-hom peev txheej ntawm kev lag luam photovoltaic yuav tshaj 90GW hauv 2022, ntawm ntau tshaj 70GW yuav yog cov tuam txhab ua lag luam, suav nrog ntau dua 80. feem pua.

Raws li kev txheeb xyuas ntawm CITIC Kev Tsim Kho Kev Lag Luam Kev Lag Luam, tam sim no lub ntsiab lus tseem ceeb TOPCon, HJT, IBC thiab lwm yam roj teeb muaj kev cia siab zoo. Ntawm peb, TOPCon muaj tus nqi qis nyob rau theem no, muaj peev xwm ua tau zoo rau yav tom ntej, thiab tuaj yeem hloov pauv raws li qhov muaj peev xwm ntau lawm. Cov tuam txhab ua lag luam tseem tab tom tshawb nrhiav, thiab xyoo no yuav ua rau thawj xyoo ntawm kev tsim khoom loj.