晶科能源：发布白皮书，TigerNeo组件降本增效显著

Core Viewpoint - JinkoSolar has released a white paper showcasing the cost-reduction advantages of TOPCon technology, emphasizing its efficiency improvements and cost-saving potential in high-temperature and high-irradiation environments [1] Group 1: Technology and Cost Efficiency - The TOPCon technology enhances power generation efficiency and reduces costs through material minimization [1] - In desert-like high-temperature and high-irradiation environments, the TigerNeo module can reduce system initial investment and operational costs, lowering overall LCOE [1] - The white paper indicates that in such environments, the BOS cost per watt for the TigerNeo module decreases by 0.048 yuan, and the levelized cost of electricity (LCOE) for a 100MW power plant using this module drops by 4.73% [1] Group 2: Performance Metrics - The TigerNeo bifacial module has a bifaciality rate of 85%, surpassing the 55-65% of P-type BC modules [1] - The back-side generation contributes to a 3-5% increase in energy output over the module's lifecycle, enhancing system IRR [1] - The first-year degradation rate is less than 1%, ensuring stable output, and the TigerNeo 3.0 module has a power output of 670W [1] Group 3: Operational Cost Reduction - The white paper notes that the TigerNeo module's innovative design and structural optimization lead to reduced maintenance frequency in desert and tidal flat areas [1] - In high operational cost regions like the Middle East and North Africa, annual maintenance expenses for power plants are expected to decrease by 5-10%, further enhancing LCOE advantages [1] Group 4: Future Efficiency Potential - The current mass production efficiency of Jinko's TOPCon cells is 26.5%, with potential to achieve theoretical efficiencies above 32.5% through the integration of technologies like hidden busbars, providing further room for LCOE reduction [1] - JinkoSolar's Vice President, Qian Jing, stated that the essence of competition in the photovoltaic industry is cost, which relies on technology [1] - The company is accelerating the iteration of high-efficiency production capacity, with TOPCon modules increasing from 640W to 670W, and expects that by mid-next year, 50% of its production capacity will exceed 650W [1]