Events
On March 21, according to Shanghai Aiko Solar Energy Co.Ltd(600732) announcement, in order to meet the production needs of the company's new ABC battery project in Zhuhai base, Zhuhai Fushan aixu, a subsidiary of the company, plans to purchase 16 sets of photovoltaic Cecep Solar Energy Co.Ltd(000591) battery production equipment (trough cleaning machine and horizontal pickling machine) from Zhuhai mecos. The total contract amount is 86.08 million yuan (tax included). The delivery time of the equipment is: June 1, 2022 to August 31, 2022.
The ABC battery route of the company is progressing smoothly, and the head enterprise continues to promote.
In 2021, China's first mass production scale, the mass production efficiency of IBC cells will exceed 24%, which is expected to be widely used in distributed photovoltaic application scenarios. Following Longji's bidding for 15gw high-efficiency single crystal battery equipment in February, aixu will increase ABC capacity again (the volume of Zhuhai base is 6.5gw), and Longji and aixu are expected to continue to expand production in the future.
The expansion of back contact battery is mainly beneficial to laser equipment and series welding equipment.
Compared with other battery chip technologies, the biggest feature of IBC battery is that it adopts a new back contact structure. The back PN junction is mainly realized by laser film removal equipment, and the change of grid line structure upgrades the previous series welding process. Therefore, it is necessary to adapt a new series welding machine (the original series welding machine needs to be redesigned). Wuxi Autowell Technology Co.Ltd(688516) unit value is 20 million +.
Investment suggestion: it is suggested to pay attention to Wuhan Dr Laser Technology Corp.Ltd(300776) , Wuxi Autowell Technology Co.Ltd(688516) .
Risk warning: risk of battery technology change; The promotion speed of production expansion projects is lower than the market expectation; The product demand is less than the market expectation; Product demand is affected by downstream technological changes; The relevant policies of photovoltaic industry were less than expected.
