大規模太陽能制造趨勢與進展.pdf

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1、To create a sustainable and net-zero carbon world with solar power1Large Scale Solar Manufacturing Trends and DevelopmentsDallas,May 1st,2024Stelios Antellis,Head of Global Strategic CooperationCONTENTTo create a sustainable and net-zero carbon world with solar power2COMPANY OVERVIEW01020304PRODUCT

2、COMPLIANCE&RELIABILITY INTERNATIONAL MANUFACTURINGGLOBAL SOLAR MARKET DEVELOPMENT05SOCIAL RESPONSIBILITYABOUT CHINT GROUP&ASTRONERGYTo create a sustainable and net-zero carbon world with solar power3About CHINT Group：Founded in 1984;Listed since 2010；A global leading smart energy solutions provider；

3、Three major segments：Green Energy,Intelligent Electricity&Smart Low-carbon Solutions；Businessfootprintinover140countrieswith50,000employees worldwide;About ASTRONERGY：Founded in 2006 as a subsidiary of CHINT Group;An intelligent PV cells&modules manufacturer;BloombergNEF,Tier 1 PV module manufacture

4、r;Top 6 shipments worldwide;Top performer honored by PVEL for 7 times;KEY FIGURESTo create a sustainable and net-zero carbon world with solar power4Cumulative Capacity of PV Power Stations Owned by CHINT Group21.54 Billion USD2023 CHINT Group Revenue50,000+Employees WorldwideCountries and Regions Wh

5、ere Businesses CoverTOP 6*2023 PV Modules Shipments among All Suppliers Worldwide 31GW3.02 Billion USDPV Modules Revenue in 2022140+2023 PV Modules Production Capacity Worldwide8.3 Billion kWhGreen Electricity Provided for the Whole Society per Year8.3 Million TonsCO2Emissions Reduced per Year55 GWS

6、ource:SolarbeBANKABILITY5BNEF 2022&2023 Bankability Survey TOP10PV ModuleTech 2023 Q4 Bankability RatingsDue to its stable financial situation,reliable product quality,and outstanding brand value,Astronergy bankability rating continues to rise.According to the Bankability Ratings released by PV Modu

7、leTech,Astronergy has been in the upper for multiple consecutive quarters;In the annual PV Module and Inverter Bankability released by Bloomberg New Energy Finance(BNEF),Astronergy bankability rating has risen from seventh place on the 2022 list to sixth place on the 2023 list.20232022CONTENTTo crea

8、te a sustainable and net-zero carbon world with solar power6COMPANY OVERVIEW01020304PRODUCT COMPLIANCE&RELIABILITY INTERNATIONAL MANUFACTURINGGLOBAL SOLAR MARKET DEVELOPMENT05SOCIAL RESPONSIBILITYShipments/avg.module spot market price at year end:2022:2023:295 GWp/0.23 US$/Wp502 GWp/0.12 US$/Wpo/a s

9、hipment:o/a installation:1.769 TWp 1.510 TWpProduction capacity end of 2023:1000 GWp(w/c/m)97%is c-Si basedLR24.9%(1976.2023)LR39.9%(2006.2023)amazing shipment increase in 2023Module size standardization for M10“based”formatsPERC:still PV workhorsetremendous price reductions towards end of the year1

10、2/20232 TWp1976ITRPV 202412/2022For overseas:shipment cost increase since 01/232 TWp1976ITRPV 202412/2023Source:ITRPV 2024PV Industry Learning CurveTo create a sustainable and net-zero carbon world with solar power76Fraunhofer ISEMarket and Technology TrendsTechnology Shares(StatusITRPV2023/SPEGloba

11、l Market Outlook 2023)TOPCon(0.1 TW)Si-HJ(0.1 TW)Back Contact(0.1 TW)PERC(0.8 TW)405177991021171381682394105908001.4491.949020038400600800140012001000180016002000201320142015201620172018201920202021202220232025202720302033Global Production(GWp/a)Global PVProduction per Cell Technology(SPE-High Scena

12、rio)BSFPERCon p-type mono-SiPassivatedcontact on n-type mono-Si Si-based TandemPERC/PERL/PERT/TOPCONPERCon n-type mono-Si Si-HeterojunctionThin FilmPERCon p-type mc-SiPassivatedcontact on p-type mono-Si back contact(incl.Metal wrap through)TotalSource:ITRPV2013 2023,Photovoltaics Report 2022,Annual

13、PVmarket scenariosSPEGlobal Market Outlook for Solar Power 2013-2023The thin film share data was available in the Photovoltaics Report until 2020,for the years2021 2033 it was assumedto stay the sameas in year 2020.The PVproduction Capacities for 2028-2033 were extrapolated with an increaseof 16%(ca

14、lculated for year 2027 in SPE)to the previous year.HighScenario:forecasts the best optimal casein which policy support,financial conditions and other factors are enhanced.(Global Market Outlook For Solar Power 2023 2027)Si-based Tandem(0 TW)Update March 2024:much higher share for TOPCon expectedBSF(

15、0.5 TW)Thin-film(0.1 TW)Techn.(cum.-2023)8SourceIEAPV Manufacturing Capacity by RegionSource:IEA Renewable Energy market update June2023To create a sustainable and net-zero carbon world with solar power9ChinaAsia PacificSourceIEAPV Manufacturing Capacity by RegionSource:IEA Renewable Energy market u

16、pdate June2023To create a sustainable and net-zero carbon world with solar power10North AmericaEurope*IEA,Average auction prices for solar PV by region;https:/www.iea.org/data-and-statistics/charts/average-solar-pv-auction-price-by-region-and-commissioning-date-2014-2023*Portugal floating solar auct

17、ion shows value of hybridizing renewable asset:https:/www.pv-tech.org/portugal-floating-solar-auction-shows-value-of-hybridising-renewables-assets/*Germany allocates 1.61 GW in latest utility-scale PV tender:https:/www.pv- Solar,2022 Edition:https:/emp.lbl.gov/sites/default/files/utility_scale_solar

18、_2022_edition_slides.pdf*Japans 18th solar auction concludes with lowest bid of$0.053/kWh:https:/www.pv-magazine- prices:5.3$ct/kWh:4.90$ct/kWh:3.72$ct/kWh:2.97$ct/kWh:2.90$ct/kWh:lowest bid in 18th Japans solar auction 11/2023*lowest bid in Germany January utility tender*IEA2022 world wide avg.auct

19、ion prices*Portugal floating PV -0.045$ct(15 years)*California PPAprices*MichaelWoodhouse(ITRPV steering committee US):Relative to the numbers wehad last year,system capital costs and LCOE are down across the board!”Source:ITRPV 2024LCoE Trend SnapshotTo create a sustainable and net-zero carbon worl

20、d with solar power111225,71%25,78%25,87%25,97%26,02%26,09%26,16%26,23%26,28%26,34%26,39%26,44%26,49%26,54%25,2%25,4%25,6%25,8%26,0%26,2%26,4%26,6%2023.122024.12024.22024.32024.42024.52024.62024.72024.82024.92024.10 2024.11 2024.12 2025Q126.1%TOPCon 4.0 MPUniform texture passivation design Emitter do

21、ping optimizeLP doping optimizeLIF1.0/2.0ASPUltra-thin screen printHigh square resistanceDense fingerLIF 3.0RSJTOPCon Efficiency20242023202525.7%TOPCon 3.0 MP nowPV Cell Efficiency RoadmapTo create a sustainable and net-zero carbon world with solar powerCONTENTTo create a sustainable and net-zero ca

22、rbon world with solar power13COMPANY OVERVIEW01020304PRODUCT COMPLIANCE&RELIABILITY INTERNATIONAL MANUFACTURINGGLOBAL SOLAR MARKET DEVELOPMENT05SOCIAL RESPONSIBILITY14UL EPDCarbon footprint of FranceCTC Product carbon footprintISO14067Product carbon footprintCTC carbon labelEU energy efficiency labe

23、lIn progressSweden EPDIn processNorway EPDIn processDenmarkEPDIn processItaly EPDCTC-EPEATWhite:completed&continuously updated；Yellow：In processRed:starting laterPV CYCLEZero Carbon Factory&GhG Emission Verification Spain EPDPortugal EPDPoland EPDLOW-CARBON STANDARDS&CERTIFICATIONS 15 certification

24、types relating to 22 product modelsTo create a sustainable and net-zero carbon world with solar powerHIGH RELIABILITY&HIGH QUALITY30 Years Power WarrantySystemized Quality Control MeasuresRigorous Testing ProceduresCertificates with ISO9001,ISO14001 and OHSAS18001 World-class suppliers and partnersW

25、ithstrong testing capabilities,Astronergy hasobtainedthequalifications of CNAS Laboratory,CSA Witness Laboratory,TVRheinland Witness Laboratory,Intertek Satellite ProgramLaboratory and other qualifications,and conducts more than 30rigorous tests internally for PV modules.To create a sustainable and

26、net-zero carbon world with solar power15CONTENTTo create a sustainable and net-zero carbon world with solar power16COMPANY OVERVIEW01020304PRODUCT COMPLIANCE&RELIABILITY INTERNATIONAL MANUFACTURINGGLOBAL SOLAR MARKET DEVELOPMENT05SOCIAL RESPONSIBILITY1780 GW+Total Global Shipments*140+Countries Manu

27、facturing Base In YanchengHaining,HQ R&D,MFG CenterManufacturing Base in ThailandManufacturing Base In JiuquanGlobal Sales OfficesGlobal HeadquartersGlobal R&D CenterGlobal Manufacturing Bases(mass production)Global Sales ChannelsGlobal Manufacturing Bases(under construction)To create a sustainable

28、and net-zero carbon world with solar powerGLOBAL PRESENCECanadaUSAMexicoColombiaBrazilChileArgentinaSpainIsraelthe NetherlandsPolandGermanyIsraelIndiaVietnamAustraliaSingaporeThailandHaining,ChinaYueqing,ChinaFuyang,ChinaYiwu,ChinaHangzhou,ChinaJapanSouth KoreaSongyuan,ChinaYancheng,ChinaJiuquan,Chi

29、naEgyptMoroccoSouth AfricaNigeriaZambiaCameroonKenyaGhanaUKSwitzerlandNew ZealandGreeceFengyang,ChinaYanchi,ChinaTurkey*As of Dec.2023INTERNATIONAL MANUFACTURING-TURKEYTo create a sustainable and net-zero carbon world with solar power18INTERNATIONAL MANUFACTURING-TURKEYTo create a sustainable and ne

30、t-zero carbon world with solar power19Project DesignCompletedLocation ConfirmedDec.2023Feb.2023June.2023Aug.2023Construction StartMar.2023EquipmentProcurementApril.2023Expected Construction CompletionExpectedProduction StartCONTENTTo create a sustainable and net-zero carbon world with solar power20C

31、OMPANY OVERVIEW01020304PRODUCT COMPLIANCE&RELIABILITY INTERNATIONAL MANUFACTURINGGLOBAL SOLAR MARKET DEVELOPMENT05SOCIAL RESPONSIBILITYLegal proceedings related to corruption and unfair competition:R&D investment in excess ofUS$:034million100%CORPORATE SOCIAL RESPONSIBILITYGoal 8 Decent Work and Eco

32、nomic GrowthGoal 9 Industry,Innovation and Infrastructure Goal 16 Peace,Justice and Strong InstitutionsCorporate Governance Sustainable Management Astronergy ESG Report download:https:/ Conduct due diligence and environmental assessment dimension screening in terms of suppliers social impact:In May

33、2023,Astronergy globally published its 2022 Environmental,Social and Governance(ESG)Reports(hereinafter referred to as“the ESG Report),delivering on its actions and results on promoting sustainable and stable development and practicing UN SDGs and UNGC 10 Principles to all stakeholders.Customer comp

34、laint tracking and rectification rate:100%22Scope I+II emission intensity:30.49tCO2e/MWCORPORATE SOCIAL RESPONSIBILITYClimate ChangeEnvironment-friendlyAstronergy ESG Report download:https:/ Goal 6 Clean Water and SanitationGoal 7 Affordable and Clean EnergyGoal 13 Climate ActionEnergy intensity:Ach

35、ievedEnvironmental violations:0.46tons of standard coal/MW3%reduction in overall energy consumption0In May 2023,Astronergy globally published its 2022 Environmental,Social and Governance(ESG)Reports(hereinafter referred to as“the ESG Report),delivering on its actions and results on promoting sustain

36、able and stable development and practicing UN SDGs and UNGC 10 Principles to all stakeholders.23CORPORATE SOCIAL RESPONSIBILITY35In May 2023,Astronergy globally published its 2022 Environmental,Social and Governance(ESG)Reports(hereinafter referred to as“the ESG Report),delivering on its actions and

37、 results on promoting sustainable and stable development and practicing UN SDGs and UNGC 10 Principles to all stakeholders.Career DevelopmentSocial WelfareAstronergy ESG Report download:https:/ Goal 3 Good Health and Well-BeingGoal 4 Quality EducationGoal 5 Gender EqualityEmployee satisfaction score

38、:Incidents of discrimination,harassment,forced labor or child labor:82.49On continuous raise100%Factories awarded ISO 45001 and ISO14001 certificates:0Goal 10 Reduced InequalitiesGoal 11 Sustainable Cities and CommunitiesFactory Name:CHINT New Energy(Yancheng)Co.,Ltd.Report Period:July 1,2022 Decemb

39、er 31,2022 Reported Greenhouse Gas Emissions:64,511.35 tCO2e Reported Greenhouse Gas Offset Percentage:65.42%Reported Renewable Energy Electricity Percentage:69.61%Verifier:TV Rheinland Testing&Certification Service(China)Co.,Ltd.energy company closely associated with low-carbon transition,Astronerg

40、ydrives As a new production with a green approach and actively promotes low-carbon transformation and zero-carbon factory certification across all ourfacilities.Through concrete actions,we are dedicated to protecting our green planet.ACHIEVEMENTS of the ZERO CARBON FACTORYTo create a sustainable and

41、 net-zero carbon world with solar power25High Quality,High Performance,High EFollow us on LinkedIn Astronergy SolarBackup Slides Follow us on LinkedIn Astronergy SolarUtility-scale Power StationDistributed Power StationResidential PhotovoltaicIntelligent Operation and MaintenanceIntegrated EnergyEPC

42、Energy Storage SystemSmart Grid DistributionCogenerationPower GenerationPower StoragePower TransmissionPower TransformationPower DistributionPower TradingPower ConsumptionOverseas Power StationTHE ENTIRE INDUSTRY CHAINTo create a sustainable and net-zero carbon world with solar power28c-Si PV cell&m

43、odule R&D,manufacturing and salesCHINT Groups Green Energy Business SectorProsHigh bifaciality,low temp.coefficient,high weak-light performanceLow LID&LETIDMature technology and equipment,high compatibility in the industrial chainCost-effectiveProsPerovskite and silicon tandem technologyHigh theoret

44、ical efficiency for tandem cells,30%+Suitable for BIPVTOPConHJTXBCPerovskite TandemProsHigher bifaciality,better temp.coefficientHigh low-light responseLow LID&LETID,no PIDLow temperature process,thinner and greenerLess fabrication stepsProsHigh efficiency with no obstruction of the lighted surfaceM

45、ore aesthetic,no fingers or busbars on the front,suitable for rooftop applicationConsBifaciality60%Complex fabrication,low production yield,high production costConsHigh initial investment&high raw material costsNew equipment and processSensitive to water penetration and high requirement to encapsula

46、tionConsSerious issue with long-term reliabilityChallenges on mass production of large-area perovskite modulesHigh initial investmentConsHigher temperature process and more fabrication steps compared with HJTMost cost effective for mass productionPromising and greenAesthetic,suitable for rooftop app

47、lication30%+ultra-high efficiencyPV CELL TECHNOLOGY COMPARISON29COMPARISION of PERC、TOPCON、HJT CELLCell typeHJT(n)TOPCon(n)PERC(p)Eff(BiFi(%)26%,90526%,80523.3%,705Pore Process(step)4-59-129-10Process Temperature()2001100850Temperature Coef.(%/)-0.24-0.3-0.35WaferThickness(um)210HC,120(MP),110(Pilot

48、)130(MP),125(Pilot)150Weak Light ResponseBestGoodSlightly poorTandem with PVKPerovskite absorbs light of medium to short wavelengths,while light of medium to long wavelengths is absorbed by HJT through perovskite,and ultra-high voltage is output through optical and stackeddesignAluminum oxide and si

49、licon nitride need to be removed first,alternatively,further doping and passivation processes can be added-PERC Production Line CompatibilityincompatibleCan be upgraded and renovated from existing production lines-Equipment Investment(CNY)Billion/GW)0.35-0.40.15-0.20.1-0.15Main AdvantageGreen and lo

50、w-carbon(low energy consumption),high efficiency,high bificiality,low attenuation rate,low temperature coefficient,short core process flow(4-5 steps),and fullprocess temperature 200 Can be upgraded from existing production lines high efficiency,high bificiality,low attenuation rateCost-effectiveMain

51、 Challenges Large investment in initial equipment,factory management,and power High cost of cell manufacturingComplex processEfficiencyimprovement bottleneck830To create a sustainable and net-zero carbon world with solar power31MILESTONESAstronergy was founded2006Production capacity of c-Si modules

52、reached 100MW2008Mass production of crystalline silicon(c-Si)cell started2007Module production line in JiuquanManufacturing Base was completed2012Yancheng Manufacturing Basesfirst module rolled off the assembly line 2021Haining Manufacturing Base was established20142016Intelligent factory in Hangzho

53、u was put into operationThailand Manufacturing Base started module production 20152022Pioneer in n-type TOPCon modulesMass production efficiency of high-efficiency bifacial PERC cell reached a new peak The renamed product brand(ASTRO)was officially launchedTotal Global Shipments reach 3GW2018Astrone

54、rgy acquired Conergy module factory in Frankfurt,Germany2020Astronergy launched ASTRO N7 series upgraded n-type TOPCon PV modules2023Astronergy Thailand Manufacturing Base started module production 20162024Official launch of 5GW wafer slicing project in Astronergy Thailand Manufacturing Base 1GW Ast

55、ronergy Turkey Manufacturing Base was completed and will start production in Q3 2024 Astronergys total global shipments reach 28GWAstronergy ranked TOP 6 in global module shipment20232018Astronergys total global shipments reach 3GWINTERNATIONAL MANUFACTURINGTo create a sustainable and net-zero carbo

56、n world with solar power32CHINT and EGEMAC JV Factory started operation to provide low voltage products to local market 20172022CHINT and SchneiTec JV Factory started production of power transformers,switchgear,etc.CHINTs Uganda Meter Factory started production CHINT and SchneiTec JV Factory was set

57、 up 2020Astronergy-Global Capacity Growth31%81%85%90%11%32%37%40%0%10%20%30%40%50%60%70%80%90%100%2022202320242025TOPCon Capacity Sharen-type TOPCon Capacity ComparisonAstronergyIndustryTo create a sustainable and net-zero carbon world with solar power33(GW)Astronergys TOPCon cell production capacity will increase to 55GW in 2024.In 2025,the TOPCon capacity share of Astronergy will be 90%vs.industry 40%.1353659044355812055751000204060801001202022202320242025Astronergy Modules&Cells Capacity PlanCell Capn-type Cell CapModule Cap