TZE(SZ:002129) 中国能源报·2025-11-08 03:14Core Viewpoint - The photovoltaic industry is driven by the dual goals of "cost reduction and efficiency enhancement" and "high-quality development," with technological innovation being the key engine to break through the competitive stagnation [1][10]. Group 1: Company Overview - TCL Zhonghuan is a leading company in both photovoltaic crystal chips and integrated circuit silicon wafers, with a strong innovation culture embedded in its operations [2]. - The company has achieved significant milestones over the past 40 years, including the first successful implementation of diamond wire cutting and the industrialization of the G12 ecosystem [2]. - The newly launched T5 Pro represents the culmination of over a decade of expertise in multi-slice technology, supported by more than 500 industry-leading patents and a unique monthly GW-level multi-slice product delivery capability [2]. Group 2: Product Features - The T5 Pro features three major upgrades that redefine component performance, including a high-density packaging technology that increases power efficiency by over 15W compared to conventional half-slice components [6]. - The design includes a low-resistance feature that significantly reduces energy consumption, with a single slice current of only 5.09A and a resistance loss of just 1.3W, which is 74.5% lower than conventional half-slice components [6]. - The T5 Pro demonstrates exceptional shading performance, with a 17% increase in power generation under shading conditions compared to conventional components, validated by TÜV Rheinland certification [6]. Group 3: Reliability and Customer Value - The T5 Pro+ employs small current technology to mitigate performance failure risks due to temperature increases, with a maximum thermal hotspot temperature 45°C lower than conventional half-slice components [7]. - The product has passed rigorous testing standards, showing a degradation rate of only about 0.22%, significantly lower than the industry standard of 5% [7]. - The T5 Pro optimizes system BOS costs by 2.63%, with specific projects achieving savings of 0.0126 yuan/W, while enhancing overall lifecycle power generation by 4% and reducing LCOE by 0.66%-1.82% [7][8]. Group 4: Industry Impact - The launch of the T5 Pro is positioned as a practical example of "anti-involution" in the photovoltaic industry, promoting quality enhancement over mere scale expansion [10]. - TCL Zhonghuan aims to continue advancing multi-slice technology, leveraging the T5 Pro as a starting point to release technological dividends and contribute to global energy transition and carbon neutrality goals [10].