Crystal Ke Run: Buy 100 billion silicon materials for the Nuggets TOPCON

21st Century Economic Herald reporter Cao Enhui Shanghai report

On the evening of September 7, the Huangpu River. Photovoltaic component crystal energy platform, night Top TOPCON (tunnel oxidation passivation battery).

This company's "persistence" of TOPCON has heard the sound industry -when other photovoltaic leaders have not explicitly announced what kind of next -generation photovoltaic battery technology route, Jingke energy has begun to invest in large -scale mass production of TOPCON. Leading the "N -type era".

After returning to A shares, crystal energy has accelerated its development. In the past, the shortage of financing channels and high costs of funds, through two billion -level IPO financing and convertible bond financing, announced the end of "money shortage". Under the blessing of capital, Jingke Energy on the one hand regains the status of the global boss of component shipments on the one hand, and on the other hand, he hopes to grab the technical dividend when it is transformed from P -type to N.

When the race in the photovoltaic industry entered a comprehensive battle, each leading enterprise did not forget to sacrifice its own good show. As a result, TOPCON is in Jingke, like the clouds in the rain, exposed to the tree, and it is an important pawn for this company to plan for future competitiveness.

Combined with the past and half months, he has thrown 100 billion yuan and signed a long list of silicon materials.

Signed the long list of 200 billion silicon materials

In the long unilateral signed silicon material, Jingke Energy plays a "madman" role.

The day before the Mid -Autumn Festival, that is, on September 9, the company announced a heavy silicon procurement contract. According to the content of the contract, Jingke Energy and related subsidiaries will purchase about 382,800 tons of polysilicon products from September 2022 to December 2026, The company's "shared equity procurement of equity).

According to the average domestic single -crystal -to -chili tightly expected transaction price of 305,100 yuan/ton (including tax), the total amount of this procurement contract was 103.356 billion yuan released on August 31, 2022.

The 21st Century Economic Herald reporter noticed that the procurement contract between Jingke Energy and Tongwei Co., Ltd. was an overweight to a procurement contract in the past.

In November 2020, the two sides also announced a contract signing -Jingke Energy and its subsidiary Sichuan Jingke planned to purchase polysilicon products from the subsidiaries of Tongwei Co., Ltd. from November 2020 to December 2023, 9.3 10,000 tons.

It's just that this contract is not locked. The effectiveness of the new contract will automatically terminate the contract two years ago. The purchase volume increases from 90,000 tons to 380,000 tons. The procurement period is extended from 2023 to 2026. Increased.

This is the second value of 100 billion yuan in silicon procurement contract signed by Jingke Energy for less than a month.

On August 26, the company announced the reaching a long single procurement agreement with the new special energy: 3360,000 tons of native polysilicon from January 2023 to December 2030. At the price on August 31, the amount of this contract will reach 102.514 billion yuan.

For a while, Jingke Energy threw two hundred billion silicon materials, locking more than 700,000 tons of silicon material. What is its purpose?

In the industry, how many GW components can be supported by 10,000 tons of polycrystalline silicon materials have been calculated.

With the thin silicon wafer, the diameter of the diamond line, and the improvement of the battery component efficiency, 10,000 tons of silicon material can produce 3.5GW components. And in the N -type battery technology, the continuous improvement of battery efficiency, series, and packaging technology of the N -type type N, and the corresponding 4GW component of 10,000 tons of silicon material is also expected to be realized.

At the end of the first quarter of this year, Jingke Energy took the lead in the industry to achieve the goal of accumulating more than 100GW in the industry. Locking up to 720,000 tons of silicon material indicates that the leading component company will launch raw materials for the future shipments of 200GW components.

In other words, continuing to expand production and enhance component production capacity is the must -have road for Jingke Energy in the next few years.

Type N product shipments annual shipments want more than 10GW

To be sure, the signing of such a huge amount of silicon materials is prepared for the expansion of TOPCON capacity in the next top.

A few days ago, at the Topcon of the Huangpu River Border Night Talk, Jin Hao, chief technology officer of Jingke Energy, made it clear that at the beginning of TOPCON technology, the future development technology roadmap set by Jingke energy setting was 25 in 2022 to 25 in 2022. %, The efficiency continues to improve the year next year, and has made a large -scale product layout.

The interim report shows that as of the first half of this year, Jingke Energy has been put into production to the 16GW N TOPCON battery production line.

In addition, as of the end of June this year, the average conversion efficiency of Jingke Energy N TOPCON battery production was 24.8%, and the conversion target of 25%was pale.

For the rapid advancement of TOPCON products, Crystal Energy has opened a "running" mode. According to the 21st Century Business Herald reporter, as of now, the production capacity of 16GW TOPCON battery in Jingke Energy has been completed. In the second half of this year, the production capacity of TOPCON battery in the second phase of the second phase was put into operation, including 8GW Phase II and 11GW Phase II. This means that until the end of 2022, the company's N -type TOPCON battery production capacity will exceed 30GW. At the same time, Jingke Energy has continued to improve the mass production efficiency and production yield of TOPCON. The average battery production average efficiency of the first phase of the battery has exceeded 24.8%. The average yield is the same as that of PERC. The target of the second phase of production efficiency is expected to exceed 25%. "From the perspective of device investment, TOPCON can achieve rapid cost reduction by developing the advantages in scale and manufacturing process. From the perspective of operating, the efficiency on the TOPCON production line has achieved more than 24.8%, and the average yield is the same as PERC. Compared with other technical routes, TOPCON's cost -effectiveness will also be higher. "This view of Qian Jing, vice president of Jingke Energy, shows the company's determination of the TOPCON technology route.

It is worth mentioning that the crystal energy that returned to A shares has not politely launched a re -financing to increase the expansion of TOPCON capacity.

After the IPO exceeded the expected financing of 10 billion yuan, Jingke Energy launched the convertible bond financing plan in July this year, and then raised 10 billion yuan to the capital market. Annual output of 8 Gava High Automation Photovoltaic Motor Production Line Project, Shangrao City Jingke Photovoltaic Manufacturing Co., Ltd., a new 8GW high -automated component project, and the first phase of the 20GW rod cutter project, the first phase of the 10GW project construction project. Among them, the above -mentioned new expansion projects will adopt TOPCON technology routes.

It is reported that Jingke Energy TOPCON components have abundant orders. According to the company's previous goals, the target of the N -type component shipment this year wants to exceed 10GW.

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