Hualong Securities Co., Ltd
about
Jolywood (Suzhou) Sunwatt Co.Ltd(300393) 2021 gem issuing A-Shares to specific objects
Listing recommendation
November, 2001
Statement
In accordance with the company law of the people's Republic of China (hereinafter referred to as the "company law"), the securities law of the people's Republic of China (hereinafter referred to as the "Securities Law") and other laws and regulations, as well as the relevant provisions of the CSRC and the exchange, the recommendation institution and its recommendation representatives Zhu Hongping and Quan Hongtao are honest, trustworthy, diligent and responsible, and issue the listing recommendation letter in strict accordance with the business rules and industry self-discipline norms formulated according to law, And ensure that the documents issued are true, accurate and complete.
Unless otherwise specified in this listing recommendation letter, the relevant terms have the same meanings as those in the prospectus for the issuance of A-Shares to specific objects on the gem in Jolywood (Suzhou) Sunwatt Co.Ltd(300393) 2021.
Section 1 basic information of the issuer
1、 Basic information of the issuer
Basic information of category
Chinese name Jolywood (Suzhou) Sunwatt Co.Ltd(300393)
English Name: jolywood (Suzhou) sunwatt Co., Ltd
Unified social credit code 9132050067253913xg
Shenzhen Stock Exchange
Stock abbreviation Jolywood (Suzhou) Sunwatt Co.Ltd(300393)
Stock Code: Jolywood (Suzhou) Sunwatt Co.Ltd(300393)
Registered capital 1089627358 yuan
Date of establishment: March 7, 2008
Legal representative: Lin Jianwei
Secretary of the board of directors Li Na
Registered address: Qingnian Road, Changkun Industrial Park, Shajiabang Town, Changshu
Office address: Qingnian Road, Changkun Industrial Park, Shajiabang Town, Changshu
Postal code 215559
Internet address: www.jolywood.com cn.
E-mail [email protected].
Tel.: 051252933702
Contact Fax 051252334544
Cecep Solar Energy Co.Ltd(000591) materials (plastic film) development, production and sales Cecep Solar Energy Co.Ltd(000591) material sales Cecep Solar Energy Co.Ltd(000591) technical service and consultation; Engage in the import and export business of goods and technologies (for projects that must be approved according to law, business activities can be carried out only after being approved by relevant departments). General items: business scope: manufacturing of photovoltaic equipment and components; Sales of photovoltaic equipment and components Cecep Solar Energy Co.Ltd(000591) power generation technology service; Technology promotion services; Technical services, technical development, technical consultation, technical exchange, technology transfer and technology promotion; Engineering and technical research and test development; Contract energy management (except for projects subject to approval according to law, carry out business activities independently according to law with business license)
2、 Main business of the issuer
The company continues to cultivate the photovoltaic industry, mainly focusing on the R & D, production and sales of photovoltaic auxiliary materials, n-type high-efficiency single crystal cells and modules, as well as the design, development, sales and operation and maintenance of photovoltaic application systems in the field of distributed household photovoltaic. The company's main business is divided into three parts: photovoltaic auxiliary materials, high-efficiency batteries and modules and photovoltaic application system. It implements group operation, unified strategy and goal orientation. The three parts not only implement independent business decisions, but also interact with each other, forming a good synergy.
At the beginning of the reporting period, the company gradually cut into the field of high-efficiency cells and downstream photovoltaic application systems based on photovoltaic auxiliary materials business, and completed the strategic transformation from " Cecep Solar Energy Co.Ltd(000591) auxiliary materials professional supplier" to "focusing on the development of high-efficiency cells and components business based on photovoltaic back film business, and accelerating the promotion of photovoltaic application system business". During the reporting period, the company's photovoltaic auxiliary materials business developed steadily, the promotion of high-efficiency batteries and modules achieved results, and the product value was highly recognized by customers. At the same time, the photovoltaic application system business tried and innovated various modes, and defined the development direction of household distribution and photovoltaic Rural Revitalization. (I) photovoltaic auxiliary materials business
The company's photovoltaic auxiliary materials business is mainly the R & D, production and sales of photovoltaic back film products. Photovoltaic back film, also known as Cecep Solar Energy Co.Ltd(000591) battery back film and Cecep Solar Energy Co.Ltd(000591) battery back sector, is a kind of photovoltaic packaging material located on the back of Cecep Solar Energy Co.Ltd(000591) battery module, which can protect Cecep Solar Energy Co.Ltd(000591) battery module from the corrosion of EVA adhesive film, battery sheet and other materials by environmental factors such as ultraviolet ray, water vapor and oxygen in outdoor environment, so as to play the role of weather resistance and insulation protection.
Back film is one of the main packaging materials of photovoltaic modules. The company's photovoltaic back film products mainly include FFC, TFB, KFB and other structural back films. During the reporting period, in order to meet the diversified needs of customers, on the basis of optimizing and upgrading the original technology, the company further developed Cecep Solar Energy Co.Ltd(000591) battery back film suitable for different application fields, including transparent back sector, transparent grid back sector and other new products suitable for double-sided battery module packaging, successively entered the list of qualified suppliers of many large energy enterprises, completed new product certification and realized mass supply. (II) high efficiency battery and module business
The company's high-efficiency battery and module business is mainly the R & D, production and sales of n-type single crystal double-sided Cecep Solar Energy Co.Ltd(000591) battery and module Cecep Solar Energy Co.Ltd(000591) battery is the core component to realize photovoltaic photoelectric conversion. N-type single crystal double-sided Cecep Solar Energy Co.Ltd(000591) battery is a high-efficiency Cecep Solar Energy Co.Ltd(000591) battery. Compared with traditional p-type battery, it has the advantages of high photoelectric conversion efficiency, low temperature coefficient, low light attenuation coefficient and weak light response. It has stronger competitiveness in areas with high temperature and large temperature difference between day and night. It can also generate electricity under poor lighting conditions, It is the development direction of high-efficiency batteries and components in the future. During the reporting period, the company developed and verified new technologies and processes for mass production of n-topcon single crystal double-sided Cecep Solar Energy Co.Ltd(000591) batteries and n-ibc single crystal double-sided Cecep Solar Energy Co.Ltd(000591) batteries.
N-type single crystal double-sided Cecep Solar Energy Co.Ltd(000591) battery is an efficient technical route of Cecep Solar Energy Co.Ltd(000591) battery and the core component of Cecep Solar Energy Co.Ltd(000591) battery module. With high positive conversion efficiency, the company's products effectively reduce the system power consumption cost, bring higher benefits to customers and have a strong competitive advantage in the industry.
(III) photovoltaic application system business
The company's photovoltaic application system business is mainly the development, design, construction, product sales and operation and maintenance services of distributed photovoltaic power stations. During the reporting period, the company provided a complete set of professional new energy system solutions for ordinary residential users, industrial and commercial users and other groups.
The company's photovoltaic application system business has established an integrated purchase and sales platform for customer development, survey and design, logistics and storage, construction acceptance, grid connected delivery and after-sales service. At present, the company continues to increase the sales of household, industrial and commercial distributed photovoltaic systems, continuously promote the application solutions of flat roof, inclined roof, sunshine shed, car shed and other products, and focus on promoting Shandong, Hebei, Henan, Shanxi, Hainan, Sanya and other provinces and cities. Based on the mature operation mode and specialized channels, the company's business replication and management are more flexible, has strong asset development capability, and has signed a strategic cooperation agreement with Huawei. At the same time, the company has established strategic cooperation with a number of large state-owned enterprises and central enterprises to promote n-type efficient household distributed photovoltaic systems and broaden the application scenarios of the company's advantageous products and systems. 3、 Core technology of the issuer
The core technology of the company's main products comes from independent research and development, and has formed a unique product technology system. The company has been developing new products for a long time, and has formed the core technology with independent intellectual property rights in the main key technologies. There are no disputes or potential disputes with competitors, as well as infringement of other people's intellectual property rights. The core technologies of the company's main products are as follows:
Advanced core technology
Name: technical characteristics and application stage of application products
mode
The back is coated with organic-inorganic hybrid nano composite double-sided transparent coating
Haobo technology gold material is combined with fluorocarbon coating and sent to China from the main board and single-sided composite transparent client
The technology forms a layer with a high projection light research invention backplane and transparent mesh, leading the stage
Nano alloy lattice back sector with high UV resistance, etc
layer
Self developed for 380nm-
Infrared barrier optical autonomous laboratory in the wavelength range of 1200nm opened in China
Nano materials have the advantages of transmission and development of photovoltaic modules larger than 1200nm
Light in the technical wavelength range has absorption work
Energetic nanomaterials
Back sector material in self-cleaning back augmentation assembly air independent double-sided transparent coating back market promotion in China
The water contact angle of the technical surface of the board, so as to improve the leading position in the stage of R & D board and transparent grid back
Double sided rate sector of module, photovoltaic module, etc
The super blocking water back is aimed at high water vapor areas and the autonomous transparent and transparent grid of water surface in China
Board technology, power station and other application fields, leading in the small-scale test stage of R & D backplane
The transmittance of water vapor is lower than
Advanced core technology
Name: technical characteristics and application stage of application products
mode
0.1g / (day · ㎡) backplane
Microwave curing uses microwave curing equipment, which is now in China
The process has a material formula system for process research and development, and the coated backplane is in the lead in mass production
Optimization to form unique process conditions
Based on the first generation passive contact
High efficiency battery products of technology, electricity
The back of the tank adopts ultra-thin tunnel oxidation
TOPCon1. Combination of silicon and phosphorus doped polysilicon layers
High efficiency tunnelling n-junction passivation in China
Type double-sided electric structure, significantly reducing the R & D pool on the back of the battery and leading the mass production of components
Contact recombination of cell sheet metal semiconductor,
Improve battery efficiency; Mass production average
The conversion efficiency is about 23.5%,
The maximum conversion efficiency of part is
23.8%
Based on the new generation popaid (Tunneling)
In situ doping of oxide layer and non winding plating
Passivation contact of amorphous silicon deposition)
TOPCon2. Technology to realize n-type TOPCON
Tunneling oxygen in the core structure of 0 high efficiency n-type battery autonomous n-type TOPCON China
Single R & D cell with double-sided battery layer and doped polysilicon layer and mass production of components are leading
Chip deposition process, reduce process steps,
It improves the efficiency and quality of products
Rate; Batch average conversion efficiency
24.2%, conversion of some battery products
The efficiency has reached 24.5%
4、 R & D level of the issuer (I) technological innovation mechanism of the issuer
The company's backplane business has a perfect process system in terms of technology, products, quality and operation management. Its FFC double-sided coated back film with independent intellectual property rights has been verified by outdoor performance for more than 13 years. In the future, the company's back film business will continue to focus on the R & D and upgrading of "hauberk" technology, and improve the advantages of transparent back film, such as light transmittance, heat dissipation and UV barrier. At the same time, the company focuses on the R & D, manufacturing and sales of n-type TOPCON high-efficiency batteries and components, always adheres to independent innovation, and strives to realize the independent control of key core technologies, equipment and processes. During the reporting period, the company's high-efficiency battery and module business had no topcon2 The maximum conversion efficiency of 0 battery technology has reached 24.5%. In the future, the company will attract excellent talents and increase research in high-efficiency battery and module business all over the world
