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According to Solarzoom data, the current production cost of HJT is about 0.90 yuan / W, which is still about 0.20 yuan / W higher than that of PERC. Agency analysis pointed out that in the short term, it is estimated that the application of domestic silver paste and the promotion of "silver" technology are expected to help HJT reduce its cost by about 0.165 yuan / W in 2022, rapidly narrowing the cost gap with PERC; in the long run, wafer thinning, NP covalent trend and equipment reduction will jointly promote HJT to enter the production capacity explosion period.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
Jinchen has formed the supply capacity of HJT thin-chip photovoltaic module manufacturing technology and production line equipment, and the company expects HJT photovoltaic cell equipment to enter industrial application in the second half of 2022.
Mai Wei shares completed the layout of heterojunction battery PECVD, PVD, screen printing, cleaning and other core equipment, the company recently won the bid Huasheng Phase II 2GW heterojunction project battery equipment procurement.
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