On April 15, the reporter learned from Jingke energy that the company won the bid for the 100MW demonstration project of Baiji Xinping agricultural light complementarity in Yongning District, Nanning City, invested and constructed by Nanning Jisheng new energy Co., Ltd., a subsidiary of state power investment Jilin Electric Power Co.Ltd(000875) (hereinafter referred to as “state power investment”) and EPC by Guangxi Construction Engineering Group No. 2 installation and Construction Co., Ltd. (hereinafter referred to as “Guangxi Er’an”). The project adopts n-type tiger Neo series double-sided double glass modules, which indicates that the largest Cecep Solar Energy Co.Ltd(000591) developer in China, the State Power Investment Corporation, has turned its attention to more advanced n-type high-efficiency modules, or will officially open the wind vane for the selection of next-generation modules, so as to achieve the goal of “speed and efficiency” of photovoltaic projects. N-type double-sided, especially n-type TOPCON double-sided, will become the mainstream high-efficiency battery technology, thanks to its ability to help the module increase 15w-20w power.
According to the analysis of insiders, the ultimate goal of the development of high-efficiency technology is to promote the arrival of affordable Internet access. Therefore, in the era of high-efficiency technology, products with high cost performance are still needed. National power investment and other leading enterprises will accelerate the update speed of efficient n-type technology. Some or all of the future projects will turn to the next generation products, and the downstream efficiency trend is obvious. From the perspective of the supply side, the number of enterprises expanding the production of n-type TOPCON high-efficiency batteries / components has increased significantly, the release of production capacity drives demand, and the rapid growth of supply will further ensure the cost performance of high-efficiency products.
In this regard, Qian Jing, vice president of Jingke energy, said: “the economic benefits of high-efficiency n-type components have reached the inflection point. The premium of n-type components compared with perc components is reflected in the reduction of component area related costs amortized per watt and double-sided, high temperature, light attenuation and weak light gain.”