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Bullboard - Stock Discussion Forum Aurora Solar Technologies Inc AACTF


Primary Symbol: V.ACU

Aurora Solar Technologies Inc. is a Canada-based company, which is engaged in the development, manufacturing and marketing material inspection and inline quality control systems for the solar polysilicon, wafer, cell and module manufacturing industries. The Company's products include DM and TCM instruments, Insight, Visualize and BT Imaging. Its services include system configuration and... see more

TSXV:ACU - Post Discussion

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Post by ARIMA11 on Jan 11, 2023 12:31pm

Interesting

https://www.pv-tech.cn/news/2022_heterojunction_event? (Google Translated)
 
(PV-Tech News) 2022 is another technological "big year" in the history of photovoltaic development, and a new generation of high-efficiency battery technology is surging.
 
Among the many high-efficiency battery module technologies, heterojunction (HJT) has become one of the mainstream technologies that cannot be ignored, and it is also a hot technology with rapid mass production ramp-up and the highest efficiency.
 
As a leading company in "carrying the banner" of heterojunction, Risen Energy once used "large-scale, high-efficiency, and present tense" to define a new generation of extreme heterojunction products.
 
During the year, the main members of the heterojunction camp worked hard and handed over a good report card to the market through a series of landmark events.
 
On the other hand, we have also seen that companies represented by Longi Green Energy, Risen Energy, Aikang Technology, Huasheng New Energy, and Maiwei have set off a new upsurge in heterojunction efficiency, demonstrating the heterogeneous junction efficiency for the solar industry. Knot's cutting-edge technology charm and unlimited market potential.
 
01 Heterojunction event
 
Risen Oriental
 
Big event: Heterojunction Hyper-ion Fuxi modules released
 
On March 29, 2022, Risen Energy, based on its accumulation in heterojunction technology over the years, took the lead in launching the 210 half-cut and thin-cut heterojunction module-Hyper-ion Fuxi.
 
Fuxi module adopts technologies such as 210 half-chip thinning, 24 busbars, low silver-containing paste, and steel frame, which have significant advantages of high power generation and low attenuation. Risen Energy is the first company in the industry to develop and use 24 busbars on 210 products, and even developed special equipment to match 24 busbars.
 
Big event: 700W+ Fuxi modules put into mass production
 
On December 24, 2022, Risen Energy announced that 700Wp+ heterojunction Fuxi modules have been put into mass production.
 
Thanks to a number of innovative technologies and processes, the maximum power of Fuxi modules can reach 710Wp, the module efficiency exceeds 22.5%, has a very stable temperature coefficient and 85%±5% ultra-high bifaciality, and the 30-year product power retention rate can reach Above 90%. Relying on the industry-leading 100μm ultra-thin battery technology and low-temperature process, the carbon footprint value can be lower than 400kg eq CO2/kWc.
 
According to the plan, in 2023, Risen Energy's heterojunction cell and module capacity plans are 15GW respectively. This is one of the largest heterojunction capacity announcements in the industry.
 
At the mass production conference, Risen Energy and Wattkraft signed an order for GW-level heterojunction modules in 2023.
 
Risen Energy said that compared with other mainstream technology products in the market, heterojunction Fuxi products have higher power generation capacity, which can not only bring lower cost of electricity, but also bring more emission reduction and carbon value , It can also be said that Fuxi products are the best products under the "two-wheel drive".
 
Akcome Technology
 
Big event: launch of 700W+ "ZERO Promise" series of new heterojunction modules
 
On August 28, 2022, Akcome Technology held a new product launch event for 700W+ heterojunction components and the unveiling ceremony of Hangzhou Future Research Institute.
 
At the meeting, Akcome launched a new 700W+ "ZERO Promise" series of heterojunction modules, showing Akcome's latest achievements in the field of heterojunction technology. The new module adopts the technology of "no busbar (0BB), silicon wafer below 120um, low silver content paste, and high-strength steel frame", which endows the product with zero PID and LID, low temperature coefficient, high double-sided ratio, low attenuation, and high Multiple advantages such as power warranty and high reliability.
 
This series covers 210 HJT 66 version/60 version/40 version, suitable for large ground power stations, industrial and commercial and rooftop distributed power stations.
 
At the press conference, Akcome signed a cooperation agreement with strategic partners such as Guoneng Kehuan New Energy and RAYSTECH.
 
Huasheng New Energy
 
Big event: Xuancheng base phase II 2GW high-efficiency heterojunction cell and module project put into production
 
On June 26, 2022, Anhui Huasheng New Energy Technology Co., Ltd. held a grand ceremony for the commissioning of the second phase of 2GW high-efficiency heterojunction cells and modules at the Xuancheng Base. stage of production.
 
The second phase of Huasheng mainly produces 210 microcrystalline heterojunction half-chip batteries and high-power components. It is the first to adopt the industry-leading single-sided microcrystalline process on the battery side, and introduces 120 micron ultra-thin heterojunction special silicon wafers. High-precision multi-busbar technology and silver-clad copper paste have pushed the efficiency and cost of heterojunction cells into a new stage through GW-level scale production.
 
According to reports, with the full production of the second phase of the project, Huasheng New Energy has now formed a heterojunction cell and module production capacity of 2.7GW, ranking first in the global heterojunction field, leading HJT into the 2.0 era.
 
Big event: Huasheng signed a photovoltaic module procurement cooperation framework agreement with China Power Construction East China Survey and Design Research Institute
 
In September 2022, Anhui Huasheng New Energy Technology Co., Ltd. and China Power Construction Group East China Survey and Design Research Institute Co., Ltd. (hereinafter referred to as "Huasheng New Energy" and "Power Construction Huadong Institute") formally signed a photovoltaic module procurement cooperation framework agreement .
 
According to the agreement, from 2022 to 2025, PowerChina East China Institute will purchase 10GW heterojunction photovoltaic modules from Huasheng New Energy for the photovoltaic power plant EPC project undertaken by the company.
 
This signing has laid a more solid foundation for the expansion of Huasheng New Energy's brand influence and the increase in the market share of heterojunction products, and has also played a positive role in promoting the long-term growth of the company's performance.
 
Ideal Wan Lihui
 
Big event: Ideal Wanlihui received strategic investment from Shanghai Electric Group
 
In December 2022, Ideal Wanlihui Semiconductor Equipment (Shanghai) Co., Ltd. (hereinafter referred to as "Ideal Wanlihui") received a strategic investment from Shanghai Electric Group, and Shanghai Electric Group officially became the second largest state-owned shareholder of Ideal Wanlihui.
 
Ideal Wanlihui's series of products in the field of pan-semiconductor high-end equipment have repeatedly broken foreign monopoly and filled domestic gaps. It is a leading supplier of heterojunction cell complete line turnkey projects. The company continues to devote itself to the research and development of cutting-edge high-end photovoltaic equipment, realizing the domestic substitution of solar cell heterojunction equipment and reducing costs and increasing efficiency. The company's VHF-PECVD equipment helps customers break the record for the highest efficiency of silicon-based solar cells in the world and realize silicon heterojunction The efficiency is 26.81%.
 
One piece of information disclosed here is that the "customer" with 26.81% efficiency is LONGi Green Energy, which announced that it has set a record for efficiency.
 
Ideal Wanlihui said that the company is committed to realizing domestic substitution of photovoltaic heterojunction equipment and production lines, and integrated circuit PECVD equipment, as well as cost reduction and efficiency increase. The company's HJT turnkey line integration has a high self-research ability, and can provide customers with PECVD products, PVD products and double-sided microcrystalline HJT line integration and turnkey services. The company has received multiple turnkey orders for the entire line.
 
Maiwei shares
 
Big event: Heterojunction battery equipment was certified by the National Energy Administration as the first (set) major technical equipment
 
In 2022, through independent innovation, Maiwei took the lead in successfully developing (the industry's first) double-sided microcrystalline heterojunction high-efficiency cell mass production equipment. The application of double-sided microcrystalline technology can make cells more transparent and conductive The performance is better, and the average conversion efficiency of mass-produced heterojunction cells is increased to more than 25%.
 
Big event: Delivery of double-sided microcrystalline mass production heterojunction cell production line to King Kong Photovoltaic
 
On November 18, 2022, Microwell delivered an industry-leading single-line annual output of 600MW double-sided solar cells and modules to the 4.8GW double-sided microcrystalline heterojunction cell and module project invested and constructed by King Kong Yide, a subsidiary of King Kong Photovoltaic. Surface microcrystalline mass production heterojunction solar cell production line.
 
Jinergy Technology
 
Jointly tested heterojunction PECVD with Jinchen to promote localization of equipment
 
In 2022, Jinergy Technology will promote the localization of heterojunction equipment as soon as possible, and help the development of low-cost mass production of heterojunction components.
 
In mid-2022, Jinergy Technology and Jinchen Co., Ltd. will jointly test the heterojunction PEVCD equipment independently developed by the latter, jointly complete the process verification of amorphous PECVD coating equipment, and are jointly developing the "microcrystalline-based heterojunction solar cell PECVD process ", to speed up the process of localization of key heterojunction equipment, and reduce the initial layout costs of production lines.
 
 
Saiwu Technology
 
Signed a long-term supply agreement for 10GW heterojunction HJT cell module UV phototransfer adhesive film
 
On November 11, 2022, a new "protagonist" --- Saiwu Technology (603212.SH) came to a heterojunction sharing session at the JW Marriott Hotel in Pudong, Shanghai.
 
This new "protagonist" brings new technology materials that can "enhance the efficiency and prolong the life" of heterojunction solar modules, and overcome the shortcomings of "addition" in the "three reductions and one increase" of heterojunction modules that have been waiting to be overcome. Made it up.
 
Witnessed by on-site representatives from JA Solar, Tongwei, Aikang, Microway, TUV Rheinland, etc., CV Technology and Huasheng New Energy signed a strategic cooperation agreement. According to the agreement, Huasheng New Energy will have a total of about 10GW of heterojunction HJT solar modules that will use the UV phototransfer adhesive film of Cyvo Technology. This is also the first long-term supply agreement for this new product of UV phototransfer film in the industry. .
 
Goldstone Energy
 
Big event: the launch of a large-chamber stand-alone 800MW heterojunction cell production line
 
In August 2022, GoldStone Energy announced the launch of a large-chamber stand-alone 800MW capacity heterojunction battery production line to customers. Among them, the core product - 800MW PECVD equipment, is currently the largest chamber PECVD equipment on the market.
 
According to reports, the 800MW capacity heterojunction cell production line has achieved "the balance between large production capacity and production line stability", "the balance between large chamber and high overall product yield", "the balance between intelligent design and energy saving and consumption reduction" and "sustainable The "three balances and one integration" of improving the integration with future development solves the problem of "too many chambers to achieve production capacity and difficult to guarantee equipment Uptime" existing in many heterojunction production line solutions currently on the market. At the same time, it can It is well integrated into low silver consumption technology, microcrystalline technology, etc., and can be used as a general platform for upgrading to a new generation of heterojunction HBC technology.
 
It is said that a number of leading enterprises in the industry have negotiated with Jinshi on the production line of heterojunction solar cells with a single machine capacity of 800MW.
 
According to incomplete statistics, in the past year, more than 20 companies including Risen Energy, China Resources Power, China National Building Materials Group, Huasheng New Energy, Aikang Technology, and Mingyang Intelligent Technology have disclosed their heterojunction capacity expansion plans, which have exceeded 110GW.
 
 
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