JA SOLAR(SZ:002459)2022-12-04 07:00Expansion Plans - The company plans to expand its integrated production capacity, with an expected total investment of approximately 10.4 billion yuan for new projects [2][3]. - By the end of 2020, the company's module production capacity is projected to reach 23 GW, with silicon wafer and battery production accounting for about 80% of this capacity [2][3]. Supply Agreements - A long-term supply agreement has been signed with Xinte Energy to purchase 97,200 tons of raw polysilicon from October 2020 to December 2025, ensuring stable raw material supply [3]. Market Outlook - The company anticipates an increase in market share, with a projected shipment target of 15 GW for 2020, resulting in an estimated market share of 12% to 13% [3]. - Future market demand adjustments by third-party forecasting agencies suggest significant growth in market share for the next two years [3]. Production Capacity and Cost - New battery production capacity in Vietnam is primarily aimed at meeting North American market demand, benefiting from lower electricity and labor costs compared to domestic production [4]. - The company is also expanding its high-efficiency solar cell production capacity, with a target of 6 GW in Yangzhou [2][3]. Product Specifications - Future module power ratings will be based on 166mm and 182mm silicon wafers, with expected power outputs of 450-465 W and 530-545 W respectively [4].