June 26, 2019 Source: Securities Daily News

At the beginning of June this year, Saiwei Solar Technology Group (hereinafter referred to as “Saiwei”) launched a new generation of single crystal large-size series products for the photovoltaic industry chain – the single crystal silicon wafer “Qingshan” series, the game single crystal battery "Green Water" series and the "Blue Sky" series of single crystal components.

It is worth mentioning that among them, the power output of the single crystal component "Blue Sky" series has reached 400W+. According to He Liang, deputy dean of the Saiwei Technology Research Institute, the larger size of the 166 silicon wafer of the blue sky component means higher component power. Through large-scale, it can effectively reduce the cost and promote the further reduction of the cost of electricity.

On May 30 this year, the National Energy Administration officially promulgated the "Notice on Matters Concerning the Construction of Wind Power and Photovoltaic Power Generation Projects in 2019", clearly implementing classified management. In principle, the projects requiring state subsidies should adopt competitive allocation, and the priority construction subsidies are low. A project with a strong retreat.

The release of this new policy indicates that the photovoltaic industry has entered the era of bidding without subsidies. In the era of unsubsidized bidding, PV companies will rely more on technological innovation, improve product power generation efficiency, and reduce electricity costs in order to enhance their competitiveness in the market.

It is also in this context and opportunity that some enterprises represented by Saiwei have introduced ingot single crystal products that are different from the existing single polycrystalline route in the market. It is reported that the ingot single crystal combines the advantages of the ingot polycrystalline and the straight pull single crystal, and the single crystal silicon is grown by the seed crystal by the ingot casting method. This is considered to combine the advantages of the two technologies, both low cost, low energy consumption, high quality and high efficiency.

The reason why the auction unsubsidized era is coming is the opportunity for ingot monocrystalline to be introduced to the market. A sound in the industry believes that the conversion efficiency of ingot single crystal and P-type Czochralski single crystal is only 0.3% and the cost is lower, which makes the ingot single crystal can have higher cost performance. However, for a long time before, ingot single crystal technology has not been able to achieve industrial breakthrough.

Saiwei is not only the “Whampoa Military Academy” in China's photovoltaic industry, but also the main enterprise in the first echelon of ingot casting single crystal technology research and development. According to its published information, the company has accumulatively granted 217 patents, including 109 invention patents, 106 utility model patents, 2 design patents, and 3 computer software copyrights. In terms of ingot single crystal, Saiwei recently released 19 patents of core ingot single crystals with independent intellectual property rights, including a method for loading single crystal silicon ingots and a method for casting single crystal silicon ingots. Patents such as ingot furnace heat field.

“We have issued 19 patents for core ingot single crystals with independent intellectual property rights, not only to demonstrate the leading level of Saiwei in the field of ingot casting, but also to take this opportunity to appeal to the industry to form a “respect for intellectual property rights, respect for intellectual property rights, protection”. The strong atmosphere of intellectual property rights has enabled China's photovoltaic industry to emerge a number of technical hardcore companies like Huawei to ensure the strategic highland of China's photovoltaics,” said Gan Shengquan, chairman, president and CEO of Saiwei Group.

Qian Yitai, academician of the Chinese Academy of Sciences, professor of the University of Science and Technology of China, and honorary director of the National Photovoltaic Engineering Technology Research Center, said, “The National Photovoltaic Engineering Technology Research Center of Saiwei Company has been researching and developing for more than ten years in the field of casting polycrystalline and cast single crystal. With world-leading achievements and patents for independent innovation, Saiwei has completed a lot of rebuilding for more than a year. Under the leadership of Chairman Gan Shengquan, he has done a lot of pioneering work in technological innovation and new product development. The new generation of crystal products, with higher conversion efficiency and higher component power, will greatly promote the process of the photovoltaic industry to 'free price online'. The independent intellectual property rights of the single crystal will provide a powerful driving force for the development of the company."