Investment Rating - The report does not provide a specific investment rating for the crystalline silicon battery industry Core Insights - The crystalline silicon battery industry is experiencing rapid growth driven by increasing global demand for renewable energy and advancements in technology. The industry is characterized by high technical barriers and a strong focus on green production to reduce carbon emissions and improve material efficiency. The market is expected to continue expanding as the photovoltaic industry scales up, providing new opportunities for sustainable development [3][24]. Industry Definition - Crystalline silicon batteries are solar cells made from crystalline silicon materials, widely used in photovoltaic power generation. The production process involves melting high-purity silicon raw materials at high temperatures to create silicon ingots, which are then cut into thin wafers and processed through various steps to ensure excellent photoelectric conversion performance [4][5]. Industry Classification - The crystalline silicon battery industry can be classified into several categories based on function and application scenarios, including P-type batteries, N-type batteries, PERC batteries, TOPCon batteries, heterojunction batteries, and IBC/TBC batteries, each with distinct characteristics and market positions [4][5]. Industry Characteristics - The industry is characterized by market demand-driven growth, increasing environmental awareness, and a continuous need for technological innovation. The demand for clean energy is rising, leading to the expansion of the photovoltaic market and the adoption of crystalline silicon batteries in various applications [5][6][7]. Industry Development History - The crystalline silicon battery industry has evolved through four stages: the embryonic stage (1974-1999), the startup stage (2000-2009), the rapid development stage (2010-2019), and the maturity stage (2020-present). Each stage reflects advancements in technology, market demand, and government support [9][10][11][12][13]. Industry Scale - From 2018 to 2023, the market size of the crystalline silicon battery industry grew from 145.8 billion RMB to 633.01 billion RMB, with a compound annual growth rate (CAGR) of 34.13%. The market is projected to continue expanding, reaching 1,421.6 billion RMB by 2028, with a CAGR of 17.55% [24][25]. Policy Overview - Various policies have been implemented to support the crystalline silicon battery industry, focusing on technological advancement, environmental sustainability, and market expansion. These policies aim to enhance industry standards, promote research and development, and encourage the adoption of green production practices [28][29][30][31][32][33]. Competitive Landscape - The crystalline silicon battery industry is highly concentrated, with leading companies such as LONGi Green Energy, Tongwei Co., and Zhonghuan Semiconductor dominating the market. These companies possess significant production capacity and technological advantages, allowing them to maintain strong market positions and drive innovation [34][35][36].
晶硅电池：引领光电高效时代，光伏产业应用新篇章 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-10-29 12:02