TZE(SZ:002129) Xin Lang Zheng Quan·2025-06-13 11:57Core Insights - The SNEC 2025 International Solar Energy Conference and Exhibition will take place in Shanghai on June 11, 2025, showcasing advancements in solar technology [1] - TCL Zhonghuan has demonstrated its competitive edge in mainstream technology routes with its 210 monocrystalline silicon rods and high-efficiency components [1][2] Group 1: Technological Advancements - TCL Zhonghuan's 210 silicon wafer products have surpassed 200 GW in shipments as of March 31, 2025, marking a significant milestone in the photovoltaic industry [2] - The company has successfully transitioned the industry from an 8-inch dominant size to 12-inch (210mm) wafers, enabling solar module power to exceed 600W and 700W [2] - The 210 series products are now mainstream due to their high power, efficiency, and low cost, with the company aiming to push module power to 740W+ [2] Group 2: Cost Reduction Strategies - TCL Zhonghuan has outlined a clear path for reducing costs in BC technology through low-cost metallization processes, optimized passivation layers, and high-density packaging solutions [3] - The company anticipates that BC product manufacturing costs will approach those of mainstream TOPCon technology, with bifacial power generation capabilities exceeding 80% and overall efficiency potentially surpassing 25% [3] Group 3: Market Adaptation - The company has launched a new anti-dust series of bifacial modules to address power generation losses in distributed power stations caused by dust accumulation [4] - In collaboration with Lens Technology, TCL Zhonghuan has introduced a lightweight module concept designed for rooftop applications with weight constraints [4] - The company has developed a comprehensive product matrix that includes BC, TOPCon, half-cell, and bifacial technologies to provide efficient and reliable solutions for various applications [4] Group 4: Sustainability Initiatives - TCL Zhonghuan has initiated the "TCL Zhonghuan Zero Carbon Factory" project, aiming to balance manufacturing energy consumption with photovoltaic production dynamically [5] - The company is collaborating with government and professional institutions to create replicable carbon reduction templates for the industry [5] Group 5: Strategic Positioning - TCL Zhonghuan's commitment to technological innovation positions it at the forefront of industry evolution, as evidenced by the achievements showcased at the SNEC exhibition [6]