愛康科技(002610.SZ):目前已在推進100-90微米硅片小試工作
格隆匯2月28日丨愛康科技(002610.SZ)在投資者互動平台表示,相對於PERC技術,HJT技術不僅在理論效率提升方面有更大潛力,且在降低成本方面也具備更廣闊且清晰的降本路徑。我們目前異質結HJT電池的量產平均轉換效率為 25.8%~26%,還在持續提升中。工藝降本方面我們將通過多路徑的工藝優化來實現,目前在薄片化、微晶工藝、無主柵0BB、銀包銅、無銦化等多項降本增效核心措施上已取得明顯進展:1.硅片薄片化,目前已在推進100-90微米硅片小試工作;2. 降低銀耗,目前已使用40-50%銀包銅漿料,再加上0BB量產化,單瓦銀耗在7-8mg,隨着技術的不斷進步銀漿成本可低至5分錢/W;3. 無銦化,通過低銦或無銦靶材分階段導入,能降至2分錢/W。非工藝降本方面,隨着異質結產業鏈各環節的共同努力和推動,規模化和產業化的形成,也能夠提升設備、輔材等各環節的效率和品質水平,從而降本異質結產品的綜合成本。
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