Abstract
Core combcombcombcombcombcombcombcombcombcombcombcombcombcombcombcombcombcombcombcombcore: Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Jiangsu Rainbow Heavy Industries Co.Ltd(002483) , Suzhou Sushi Testing Group Co.Ltd(300416) .
Key combination of key combination of key combinations: Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) .
This week's special topic: perc, TOPCON, hjt and IBC, what are the differences in the technical routes of each battery?
1) perc: the process flow of perc battery is relatively simple and the equipment is mature. In recent two years, some efficiency improvement processes have been equipped as standard, such as laser se, alkali polishing, optical injection / electric injection, etc. Perc technology mainly focuses on the deposition of back passivation layer and laser slotting. Subsequent process improvement and optimization are based on this, including front se laser and optical injection / electric injection annealing.
2) TOPCON: first prepare a 1 ~ 2nm tunneling oxide layer on the back of the battery, and then deposit a layer of doped polysilicon. The two together form a passivation contact structure to provide good interface passivation for the back of the silicon wafer.
3) hjt: take n-type monocrystalline silicon (c-Si) as the light absorption region of the substrate. After flocking and cleaning, the front surface is successively deposited with 5-10nm thick intrinsic amorphous silicon film (i-a-si: H) and doped p-type amorphous silicon (p-a-si: H), forming p-n heterojunction with the silicon substrate. On the back of the silicon wafer, the back surface field is formed by depositing i-a-si: H with a thickness of 5-10nm and doped n-type amorphous silicon (n-a-si: H). The transparent conductive oxide film (TCO) is deposited on both sides. Finally, the metal base electrode is formed on the top layers on both sides by screen printing, which is the typical structure of heterojunction cell.
4) IBC: place the P + doped area and N + doped area on the Cecep Solar Energy Co.Ltd(000591) battery on the back of the battery (non light receiving surface). The light receiving surface of IBC battery is not blocked by any metal electrode, so as to effectively increase the short-circuit current of the battery and improve the energy conversion efficiency of the battery.
Lithium battery equipment: attention recommended: Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Shenzhen Yinghe Technology Co.Ltd(300457) , Shenzhen United Winners Laser Co.Ltd(688518) , Shenzhen Jpt Opto-Electronics Co.Ltd(688025) .
Photovoltaic equipment: it is suggested to pay attention to: Suzhou Maxwell Technologies Co.Ltd(300751) , Wuhan Dr Laser Technology Corp.Ltd(300776) , Qingdao Gaoce Technology Co.Ltd(688556) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Wuxi Autowell Technology Co.Ltd(688516) , etc.
Motorcycle two wheeled vehicle: attention recommended: Zhejiang Cfmoto Power Co.Ltd(603129) .
Wind power & nuclear power equipment: it is suggested to pay attention to: Jiangsu Rainbow Heavy Industries Co.Ltd(002483) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Jiangsu Shentong Valve Co.Ltd(002438) , Warom Technology Incorporated Company(603855) , Yantai Jereh Oilfield Services Group Co.Ltd(002353) .
Semiconductor & IGBT: attention recommended: Kunshan Kinglai Hygienic Materials Co.Ltd(300260) , Pnc Process Systems Co.Ltd(603690) .
Industrial control automation: benefiting from the shortage of supply chain of foreign brands. It is suggested to pay attention to: Shenzhen Inovance Technology Co.Ltd(300124) , Hechuan technology, Estun Automation Co.Ltd(002747) , Shanghai Step Electric Corporation(002527) , Leader Harmonious Drive Systems Co.Ltd(688017) .
Risk tips: macro environment and policy risks; Industry competition risk; Battery technology path change risk, etc.
