Tier 1 Solar Longi VS Jinko
Nyob rau hauv xyoo tas los no, kev lag luam hnub ci hluav taws xob tau nthuav dav sai thiab muaj kev hloov pauv thev naus laus zis. Lub hom phiaj ntawm qhov kev hloov pauv no tau hloov pauv ntawm qhov ntau thiab nrawm mus rau kev tsim kho tshiab thiab kev ua haujlwm zoo, tso lub hauv paus rau kev txhim kho zoo. Tam sim no iteration ntawm solar cell technology yog ua kom muaj ntau haiv neeg, nrog rau qhov tshwm sim ntawm ntau txoj kev siv tshuab xws li TOPCon, HJT thiab XBC uas tawm ntawm txoj kev PERC ib txwm muaj.
Lub hom phiaj ntawm tsab xov xwm no yog los ua ib qho kev sib piv kev soj ntsuam ntawm ob lub tuam txhab ua lag luam hnub ci - Longi thiab Jinko. Qhov kev tshuaj xyuas no yuav tshuaj xyuas cov tuam txhab cov cuab yeej thev naus laus zis zoo, cov khoom lag luam, thiab kev sib koom ua lag luam, txhawm rau muab cov neeg nyeem kom nkag siab tob txog lub xeev tam sim no ntawm kev lag luam hnub ci thiab qhia zoo dua kev txiav txim siab yuav khoom.
Khoom Muag:
Longi feem ntau koom nrog kev tshawb fawb thiab kev tsim kho, tsim khoom thiab muag khoom ntawm monocrystalline silicon rods, silicon wafers, hlwb thiab modules. Ntawm lawv, lub hnub ci module thiab roj teeb lag luam suav txog li 66% ntawm cov nyiaj tau los, thiab cov lag luam silicon wafer thiab silicon qws suav txog li 30% ntawm cov nyiaj tau los, ntawm cov lag luam hauv tsev yog 56.23% thiab cov lag luam txawv teb chaws yog 43.77%. .
Longiis paub txog nws cov kev ua tau zoo monocrystalline modules, uas yog siv rau hauv vaj tse, kev lag luam thiab kev siv hluav taws xob-scale tej yaam num. Nws cov khoom lag luam tseem ceeb Hi-MO4 yog cov khoom siv high-end monocrystalline nrog kev ua haujlwm siab tshaj plaws ntawm 22.6%. Qhov kev daws teeb meem no yog tsom rau cov neeg siv khoom nrhiav kev tsim hluav taws xob siab yam tsis muaj kev cuam tshuam rau kev zoo nkauj ntawm lub installation. Longi tseem muab Hi-MO3 modules nrog kev ua haujlwm txog li 21% thiab Hi-MO X modules nrog lub zog tso zis ntau tshaj 600W.
Thaum Lub Kaum Hli 2023, Longi Green Energy tau tso tawm Hi-MO X6 high-efficiency anti-plua plav txuam photovoltaic module hauv Xi'an Datang Evernight City. Lub thav duab ntawm lub module muaj qhov tsim los tiv thaiv plua plav thiab siv cov dej nag los ntxuav cov plua plav los daws cov teeb meem ntawm kev faib cov photovoltaics. Kev ua lag luam tau ua qhov mob siab rau ntau xyoo.
Panda U + series yog raws li qhov zoo ntawm Yingli N-hom TOPCon thev naus laus zis. Qhov siab tshaj plaws tso zis hluav taws xob ntawm lub module yog 590 W. Tag nrho cov efficiency yuav nce 5% piv nrog cov pa khoom. Nws kuj muaj qhov zoo ntawm qhov kev poob qis thiab kev ua haujlwm siab dua, thiab tuaj yeem tsim hluav taws xob ntau dua nyob rau hauv ib cheeb tsam uas txwv. Quantity thiab lwm yam.
Jinko feem ntau koom nrog kev tshawb fawb thiab kev tsim kho, tsim khoom thiab muag khoom ntawm hnub ci modules, hlwb thiab silicon wafers, nrog rau daim ntawv thov thiab industrialization ntawm photovoltaic technology. Ntawm lawv, hnub ci module cov nyiaj tau los suav txog li 96%, thiab lwm cov nyiaj tau los ntawm kev lag luam xws li cov hlwb suav txog li 4%, ntawm cov lag luam hauv tsev muaj txog li 38% thiab cov lag luam txawv teb chaws muaj txog 62%.
Jinko Solar muaj ntau yam modules xws li monocrystalline, multicrystalline, ib nrab ntawm tes thiab bifacial modules. Ntawm lawv, qhov ua tau zoo ntawm Cheetah HC modules yog siab li 20.33%, lub zog tso zis ntawm Swan bifacial modules siab li 430W, thiab lub zog tso zis ntau tshaj plaws ntawm Tiger Pro HC modules yog 665W. Jinko aims los muab cov kev daws teeb meem hnub ci kom tau raws li cov neeg siv khoom xav tau.
Jinko Solar's TOPCon roj teeb muaj txoj hauv kev los txhim kho kev ua tau zoo yav tom ntej: raws li kev ua tiav qhov nruab nrab ntawm 25.8% hauv kev tsim khoom loj los ntawm qhov kawg ntawm 2023, nws yuav ua tiav cov kab ua tiav ntawm 26.5% hauv 2024 yam tsis muaj xav tau ntau yam khoom siv high-precision. Nyob rau tib lub sijhawm, los ntawm kev tsim kho kom zoo thiab cov khoom siv tau zoo tau mus txog qib kev ua haujlwm ntawm kwv yees li 27%, thiab ua ke nrog cov cuab yeej tshiab tshiab, nws yuav ncav cuag 27% -27.5% hauv ob mus rau peb xyoos tom ntej.
Kev Lag Luam Qhia:
Nyob rau hauv 2023, Jinko yuav cia siab rau qhov nce ntxiv ntawm kev nkag mus ntawm N-hom TOPCon modules kom ua tiav kev loj hlob ntawm ib xyoos ib xyoos ntawm kwv yees li 70% hauv cov khoom xa tuaj ntawm ze li ntawm 80GW, tshaj LONGi, uas tau ua thawj zaug rau peb qhov sib law liag. xyoo, thiab lub tuam txhab uas "nias nws tus kheej" nyob rau hauv 2022. "Trina coj qhov chaw saum toj kawg nkaus tom qab peb xyoos.
LongiGreen Energy lub peev xwm ntawm silicon wafer tau npaj ua 190GW thaum kawg ntawm 2023, nrog rau tag nrho cov peev ntawm 45.2 billion. Lub 100GW monocrystalline silicon wafer project nyob rau hauv Xian District, Shaanxi Province tau pib tsim. Yog tias qhov project no tau muab tso rau hauv kev tsim khoom, LongiGreen Energy lub peev xwm ntawm silicon wafer yuav ncav cuag 290GW.
Hais txog kev xa khoom, hauv thawj ib nrab ntawm 2023, LongiGreen Zog tau ua tiav cov khoom xa tuaj ntawm monocrystalline silicon wafer ntawm 52.05GW, suav nrog 22.98GW rau kev muag khoom sab nraud thiab 29.07GW rau kev siv tus kheej.
Technical zoo:
Ntawm cov hom phiaj xyoo 2024 tshaj tawm los ntawm Jinko, thawj qhov yog kom tshaj 100GW ntawm N-hom muaj peev xwm (nrog rau cov hlwb thiab cov khoom siv). Lwm lub hom phiaj suav nrog "TOPCon kev ua haujlwm loj ntawm tes ntawm 26.5% +, qeb duas ua ntej hauv kev lag luam" thiab lwm yam kev tsim khoom tshiab Nws cia siab tias lub tuam txhab cov khoom xa tuaj yuav nce ntxiv rau xyoo 2024, uas tau tsav los ntawm kev tso tawm sai ntawm N-hom muaj peev xwm ntau lawm. .
Nyob rau hauv 2024, n-type module xa khoom yuav suav nrog ntau dua 60%, suav nrog tsib lub tuam txhab Top9 module uas tau thov kom muaj cov hom phiaj n-hom sib faib ntau dua 70%, nrog rau qhov siab tshaj plaws mus txog 85%. Tsis tas li ntawd, peb lub tuam txhab tau teeb tsa lub hom phiaj sib koom n-hom phiaj ntawm 100% hauv 2024, qhia txog lawv txoj kev ntseeg siab rau yav tom ntej technology iteration qauv ntawm kev lag luam photovoltaic.
Longi, uas yog betting rau txoj kev BC, tsis zoo li yuav muaj qhov zoo dua tam sim no thiab nyob rau hauv lub siab ntau dua ntawm kev ua tau zoo. Txawm li cas los xij, txiav txim siab los ntawm cov tiam sis tsis ntev los no, nws cov BC roj teeb muaj peev xwm tau maj mam muab tso rau hauv ntau lawm. Cov kev faib tawm Hi-MOX6 tshiab photovoltaic modules siv tus kheej tsim HPBC thev naus laus zis kuj tau nkag mus rau hauv kev ua lag luam, thiab lub tuam txhab cov thawj coj tau hais ruaj khov tias txoj kev BC yuav yog 5-6 xyoo tom ntej. lub ntsiab. Txawm hais tias lub tuam txhab tuaj yeem "tau dhau ntawm cov ces kaum" los ntawm BC txoj hauv kev hauv 2024 thiab ib zaug ntxiv sib tw rau thawj qhov chaw hauv cov khoom xa tuaj tseem tsim nyog tau txais kev saib xyuas.
Cov ntsiab lus
Jinko Solar yog thawj lub tuam txhab tsim TOPCON. Nws TOPCON thev naus laus zis yog qhov paub tab, thiab nws cov kev hloov pauv thiab cov nqi tsim khoom yog kev lag luam. Nws yog tus sawv cev ntawm N-hom ntsug kev koom ua ke. Hauv xyoo 2023, nws yuav yog thawj zaug hauv kev xa khoom xa tuaj nrog 78.5GW! Xyoo no, lub hom phiaj ntawm lwm lub tuam txhab ua lag luam yog kom tau txais Jinko Solar.
Longireleases Hi-MO X6, ib qho kev tiv thaiv plua plav txuam nrog BC thev naus laus zis, tsom mus rau kev lag luam xa tawm. LongiGreen Zog tau hais tias nws tab tom ua kom nrawm dua qhov kev teeb tsa tshiab ntawm lub voj voog thev naus laus zis thiab kev hloov pauv muaj peev xwm ntau lawm. Raws li cov khoom lag luam ntawm cov khoom qub qub tau maj mam tshem tawm, cov nyiaj faib tawm ntawm lub voj voog tshiab ntawm kev siv tshuab yuav maj mam tshwm sim.