海外单晶硅太阳电池生产线建设的分析与研究

ANALYSIS AND RESEARCH ON CONSTRUCTION OF OVERSEAS MONO-Si SOLAR CELL PRODUCTION LINE

近些年,中国光伏产业进入存量市场的激烈竞争局面。海外光伏产业链建设需求庞大,应充分利用好自身优势,把握好“走出去”做大增量市场的机会。在分析海外光伏市场发展现状的基础上,对PERC、TOPCon、p型IBC、HJT单晶硅太阳电池技术的投资成本进行了拆解,并对采用这4种太阳电池技术路线的海外生产线的建设成本和设备投资回报进行对比;然后通过海外实际项目案例,对海外以PERC和TOPCon单晶硅太阳电池技术为代表的生产线建设情况进行了研究分析。分析结果显示:当前阶段,PERC单晶硅太阳电池生产线预留升级p型IBC单晶硅太阳电池技术和TOPCon单晶硅太阳电池技术是目前最适合在海外投资建厂的技术。

In recent years,the PV industry in China has entered a fierce competition situation in the stock market.There is a huge demand for the construction of overseas PV industry chain,and it should fully utilize its own advantages and seize the opportunity to"go global"and expand the incremental market.On the basis of analyzing the current development status of overseas PV markets,this paper disassembles the investment costs of PERC,TOPCon,p-IBC,and HJT mono-Si solar cell technologies,and compare the construction costs and equipment investment returns of overseas production lines using these four types of solar cell technology routes.Then,through actual overseas project cases,research and analysis are conducted on the construction of overseas production lines represented by PERC and TOPCon mono-Si solar cell technology.The analysis results show that at present,the PERC mono-Si solar cell production line reserved for upgrading the p-IBC mono-Si solar cell technology and TOPCon mono-Si solar cell technology are currently the most suitable technologies for overseas investment and factory construction.