一家二线光伏厂的突围

Core Viewpoint - The solar industry, particularly companies like Huasheng New Energy, is facing significant challenges due to a sharp decline in prices across the entire photovoltaic supply chain in 2024, leading to production cuts and layoffs among first and second-tier firms [2][3]. Group 1: Company Performance and Adjustments - Huasheng New Energy has achieved operational profitability in 2023 and raised over 4 billion yuan in financing, totaling over 5 billion yuan since its establishment three years ago [1]. - The company is adjusting its strategies by reducing production, joining industry alliances, and exploring new markets to navigate the current challenges [3]. - The establishment of the "760W+ Club" aims to stabilize pricing and address internal competition among HJT manufacturers, with current pricing around 0.85 yuan/W for HJT products [3][5]. Group 2: Market Dynamics and Technology - HJT technology is gaining traction, with a reported 333% year-on-year increase in HJT component bidding capacity, reaching 13.56 GW [6]. - HJT components are priced higher than TOPCon, with a potential profit increase of 1.356 billion yuan for every penny increase in price [6]. - The company is transitioning to 0BB technology to reduce production costs while maintaining competitive pricing with TOPCon products [7]. Group 3: Innovation and Market Expansion - Huasheng New Energy is exploring vertical installation of solar panels, which maximizes the efficiency of HJT technology while minimizing land use [8]. - The company has established a dedicated solutions department to promote vertical power generation, which is expected to gain traction post-531 policy [8]. - The carbon footprint of HJT technology is currently around 366 gCO2eq/W, with plans to reduce it below 300 gCO2eq/W [9].