????浠?骞?NEC灞?浼????锛?BC??????寤鸿????虫敞 锛?浠モ?????????+??????浣? ????妯″??藉?︽?瑰????浼?琛?涓?杩?寰???绔?浜??煎?杩???瑙???
锛?浣?澶撮?ㄤ?涓???寤烘?稿?宸ヨ?轰??╂?锛?浠ュ??寮???涓?灞?璁惧? ??缁?瀹?????????绛?瀵????ㄤ?涓?? ?????涓?璐?璐ｄ汉琛ㄧず 锛?璇ユā寮??垮????璐ㄥ?????锛??ㄥ??C??寤虹??ヤ??
??

????BC浜у??濡?浣?璧板????涓绘??夸唬
??杩???瑕?杩?涓?姝ラ?璇????稿?TOPCon??????瑷?
锛?BC????骇??浠??跺?浜??稿???灏?浼???锛??朵??瑰??灞????у????????? ??????灞?浼?涓?琛ㄧず 锛?BC????富??????婧?环
锛?涓?灏界?褰???BC?垫???????ラ?浜?TOPCon锛?浣????跺??
????????绛?????矾寰???纭 锛?????????????

??????BC浼?涓?灞?浼?绛惧??瓒?2GW

????浠?灞?浼??板?鸿?????
锛?BC浼?涓?灞??颁汉娴?渚??跺???
???辨???′唤锛?600732.SH锛?灞??锛?宸ヤ?浜哄??涓??????ヨ?瑙?浼?浠?缁???浜ф????25%??缁?浠朵骇??????伐浣?浜哄??瀵硅储??绀捐???绉 锛???绉?浜у???????㈢???ユ???哄?
锛??蜂?瑕????烘?????︽??蹇?瑕????╅????㈢?? ??杩???锛???灞??版唇璋??猴??ㄦ???????锛??????澶╃??宸ヤ?灏辨???????璐
??

灞?浼??板? 锛?璐㈣??绀捐?????

?????ㄤ骇???归?
锛??辨???′唤灞??轰?澶?娆惧??绾у????ABC缁?浠朵骇?????朵腑???????? ??缁?浠朵骇??灏?ABC缁?浠跺???㈢????????0卤5%锛?璇ユ按骞冲凡杈惧?板???TOPCon浜у???????㈢??姘村钩 ??姝ゅ?? 锛?BC?垫??界?跺?ㄦ??㈠???佃浆?㈡?????归?㈠??板?轰??锛?浣?瀛??ㄧ?????㈢??杈?浣????涓??存???涓??虫敞?
????伐浣?浜哄??绉
锛?ABC?ㄥ?轰?涓?TOPCon???㈢???稿???浜у????锛?甯??鸿川??澹颁?浼???寮??

?????规???辨???′唤瀹ｅ???娑?? 锛?SNEC灞?浼???涓ゆ?
锛????稿?????涓?600MW??1.6GW璁㈠??锛???璁＄?????杈惧??.2GW锛?棣?? 锛??辨????藉??澶?澶?瀹跺??浣?浼?浼寸?缃插??浣???璁
锛??朵腑涓?婀???澶у????????澶у??绛???涓??瀹㈡?风?璁??璐т?妗??跺??璁??绗???ユ?扮?1.6GW??甯?寮?璁㈠????浣?锛?娴峰??╄??.068GW璁㈠?? 锛??藉???╄??80MW璁㈠?? ??

???????虹豢?斤?601012.SH锛??ㄤ?骞村?浼????存?ㄥ?虹??HIBC????骇??
锛?杩??????棣?娆℃??澶撮?ㄤ?涓??ㄥ?哄????浜х??HBC????骇??
???ㄦ?剁??垫?????绔?浜?涓锛????虹豢?介??杩??ㄦ????惧舰??????浜у?剁?宸ヨ? 锛?灏????ヨЕ?剁?寮?璐ㄧ?澶??崇?垫?锛?HBC锛?杞??㈡??????????7.09%??

???????娴蜂氦??澶у?澶??宠?界??绌舵?????挎???蹇?浠?缁?
锛?灞?浼?涓?灞?绀虹??BC浜у??澶?涓洪?娓╁??璐ㄧ???锛???HIBC??????????/3浣?娓╁?剁?+2/3楂?娓╁?剁???澶???????缁???璁捐? 锛?杩?绉????拌?璁¤????浜?TOPCon??????浣???? ??楂??????规?锛????跺?煎?峰?璐ㄧ???????楂???娼???
锛???杩?楂?浣?娓╅??????????????锛?瀹??颁??ц?戒???????骞宠　 ??

??????CL涓????002129.SZ锛?灞?? 锛????稿??虹??BC?????浠朵骇????澶у????680W
锛???楂?????瓒?杩?25%
???????稿?绀锛???杩???缁???ヤ???????灞???宸ヨ???浼???澶??剁?????灞?
??搴??ㄦ??涓绘??锛?0BB锛?????互??楂?瀵?搴﹀?瑁??规? 锛????搁?璁?C浜у?????堕????????捐??涓???骞堕??姝ユ?ヨ?褰???涓绘???TOPCon?????

????灞?浼??撮??
锛??辨???′唤?ｄ??块?????ㄤ?璐㈣??绀剧?濯?浣?浜ゆ?涓?〃绀锛????哥??BC缁?浠剁??姝ｈ捣?????诲勾涓?瀛ｅ害 ???ㄩ?ｄ??? 锛?BC浜у???㈠?姣?杈?澶х??甯??鸿川??
锛?瀹㈡?烽??璐?皑????缁?杩?涓?娈垫?堕?寸??甯??洪?璇???锛?杩???璧烽?? 锛?涓?瀛ｅ害?充?骞翠?瀛ｅ害
锛????稿?哄?版??缁?弧浜
??

?????ㄨ????归?锛?????琛ㄧず 锛??变??版??浜ц?藉凡缁???娉???澶ц?妯＄??????锛???姝ょ?辨???稿????诲??浜у??缁???璋??
锛????硅浆??楂?浠峰?煎????楂?浠峰?间骇??锛?涓??у??甯??轰???姝ヨ?????翠??ヨ? 锛??扮????涓烘???绛??ユ???寸???浠峰?煎??灞ョ害??
锛?娌℃???╂鼎??璁㈠??????挎?????? ??????浠????浠?骞村ぇ骞??瑰??缁??ョ?跺?锛???涓烘?杈??╁?拌蛋?哄??浼??ㄦ????浼?涓?
????????琛ㄧず??

????BC??????娉ㄩ??涓?涓?????宸?/p>

????浣?涓虹????BC骞冲?版????????棰?澶寸?
?? 锛?浠?骞?NEC灞?浼????
锛????虹豢?藉???辨???′唤??涓???浣?????澶т?BC??????????寤鸿? ???辨???′唤?ｄ??块????琛ㄧず锛???浼?琛?涓?瑕?????????? 锛???寤烘?翠???????缁???灞???????妯″?
锛?浼?涓???褰??版?甯哥????涓?缁??ユ?归?
????浠???瀹??荤淮????BC????????缁??ュ悍锛???杩?????浜у??浠峰? ???烘??环?兼????绯???澶 锛?璁╃??????姣?涓?瀹朵?涓??藉??互寰??板???????╂鼎??

???????虹豢?芥?娆¤????甯?灏?婵???
??瀹?澶?灏??????ㄥ??璁惧????????稿???卞???胯?界?浼?涓? ??灏??????ㄥ???ｄ??跨??灏????ㄤ氦娴?涓????
锛?2020骞村??浼?琛?涓?浠?ERC????负涓绘?锛????烘????C??????浜у??寮???璁″?? 锛????????????绂诲???搴??ㄨ?杩?寮???璐ㄧ??
??褰兼?锛????哄凡瀹???BC?????虹?????
锛?骞跺?ㄥ?骞???瀵绘?????????涓茬??璁惧?锛????瑰??姝ュ缓绔???浣???

???????浠?缁? 锛??ㄧ????杩?绋?涓???复璇稿?瀹㈣????讹?涓????堕?存??涓虹揣杩
锛????哄????ㄥ???????楠?璇???浠ユ?????堕?村?椤圭???ㄥ??甯??锛?瀵硅?澶??????ㄦ??瑕?姹?涓ヨ??锛?浜????????瀵?涓ユ? 锛?????浠??芥??渚?涓?寮?纭???浣?涓虹?垫????锋?
锛?涓?璁惧?????瑕?姹?浠???杩?璇????杩扮??妗??句?杈锛?杈??ユ?′欢绠??? 锛?缁?????甯︽?ユ??澶ф????锛?

?????ㄥ??
锛?琛?涓?姝ｅ?ㄩ??复澶х???灏哄?杩?唬锛?寮????充?????66灏哄???210??210R??210N??绛?澶у昂瀵歌浆? 锛?灏哄??瑰??寮???琛?涓?澶??归?㈣??
锛?璁惧?????涔?杩?琛?澶?????灏哄????? ??

?????ㄥ?????浼?琛?涓?浜ц?戒弗??杩?? ???板?璁惧???姹?杩?涔???婊????????锛?瀛???浜ц?藉??绾ф??涓鸿?澶?浼?涓?璁㈠???ユ?
????灏???璁や负 锛??板??C??????璁哄?ㄥ?瑙?姘村钩锛?杩????ㄦ????
锛????冲?ㄦ???锛????介?戒??ㄨ?涓?褰?涓???涓洪??甯告??绔?浜?????浜у????

????BC?垫?????蛋?ラ??浜 锛???瑕?涓?涓?浜т??剧??????????浜ч?剧????????浣? ???ㄩ?㈠??稿?杈??扮??????骇???ㄥ箍?
锛?姝ゅ?????????╂?ｆā寮???瑕??瑰????

????甯?灏?婵???锛?300776.SZ锛??ｄ??垮?兼?荤?????蹇??????锛???浼?琛?涓?????灞?澶ц?村??????涓轰袱涓??舵? 锛????????涓?涓讳?????澶?浜???????负?? ?????跺????寮??舵??
??渚?搴??句?璧?瑙?妯￠?????╁?
锛?瀵艰?翠弗??????璐ㄥ?????锛?琛?涓?绉╁?绱?涔????浼???????瑕??挎????灞???浜т? 锛??ョ????缂轰?????缁?????
锛???灞?灏??句互涓虹户 ??

????????C???????ㄥ箍涓锛?琛?涓?姝ｅ?璇???杩?娣卞害??浣?????????
??浠???? 锛?淇???????孩?╃????缁??
锛?琚??涓烘???ㄥ?ㄨ?涓?????缁???灞????稿?锛???杩?绾﹀??ㄨ??挎?堕?村??瀵瑰???版??????戒?? 锛?涓???绗???瑰??浜??稿?宸ヨ?锛?浠ユ?寮?瀵艰?涓?????搴?绔?浜?杞???
锛?寮哄???ヨ?浜ф??淇??ゆ??璇?锛???缁?瀹??扮?????????у惊???

????濡?浣?灏藉揩璧板?哄???风?浜?锛?

????BC浜у??琚??涓烘?????????╄蛋?衡?????
????????矾绾 锛?浣?涓?涓???瑕?????????寤烘?稿?澹??? ??涓?浣?浼?涓?浜哄＋瀵硅储??绀捐???绉
锛?BC浼?涓?姝ｅ?ㄥ缓绔????
??涓????????涓?椤瑰???ラ?ㄦ?锛?浠ラ?垮??????OPCon?????蹇??涓????????╂? 锛??瑰???互????骇涓??句?涓?娓稿缓绔?????????
锛?浠ヤ??╀氦??璁稿?????浠??у??浣?宸╁?虹????澹???绛?
??

????浜?瀹?涓?锛???浼?????凡缁???缁??版?????凯浠 锛?浣?涓?姝ゅ??涓??????
锛?姝よ疆BC???????ㄥ箍锛?姝ｉ?㈠??浼??ㄦ??涓?琛??洪????????藉?ㄤ氦娴?涓??琛ㄧず 锛?琛?涓?杩??ュ?版繁搴﹁??存??
锛?寰?澶?涓????虹?颁????? ??

????浠?琛ㄧず锛??ㄦ?㈣?琛?涓????伴?昏??堕????纭 锛?褰?琛?涓?澶?浜???己?舵?锛????拌?????????╂?ｆ??琚??浜烘??绾︽??搴??
锛?灏???????颁富浣?褰㈡??瀹?璐ㄦ?т激瀹筹??惰??涓??﹁?涓?杩??ヨ??╅?舵?锛?杩?绉???搴??╂?ｄ究浼?杞???涓哄?璐ㄦ?ф??瀹
??

??????姝 锛?浼?涓?涓?浠?瑕??峰????拌?藉?? ??涓???浣?浼?浼村????绐??
锛??撮??寤虹???????ゆ?哄?锛?????濡?姝 锛???姝ｆ???ュ???拌?婧?锛??????╂??浜哄???╁??锛???浼?涓????藉??浜?????
锛?杩????ㄥ?ㄨ?涓?????缁???灞???搴?灞??昏???

????浠?杩?涓?姝ヤ?浜ц?芥??寤鸿?瑙?????绉锛??????涓??绘??骇涓???宸ョ????川瑙?寰? 锛?浠讳?浼?涓??介?句互?ㄥ?ㄤ骇涓??剧???????扮?瀵归??? ??浣?杩??诲?骞
锛??变?琛?涓??挎??澶?浜???己?舵??锛??????惧?ュ悍搴︿?瓒筹?渚?搴??剧??己瀵艰?撮?ㄥ??浼?涓??句互?峰??璧?婧? 锛?杩???浜х????富?村???ㄤ骇涓??剧???插?
锛?褰㈡???????翠?浣?????????灞?妯″?
??浠?璁や负锛?杩?搴﹁拷姹??炬?″??村害 锛?????浼???寮变?涓?????宸ヤ??锛?瀵逛骇涓??????????????荤???

????褰???BC??????复???稿?浜?璁????︿??????甯??烘?ュ??搴 ???规???烘??娴?绠?
锛?灏界????
???辨???浼?涓???杩????跺????璁惧??戒骇??绛???娈靛?BC缁?浠?OM???????充?TOPCon??骞锛?浣??垫?????浠?瀛???.03-0.08??/W??????樊璺???

???????辨???′唤涓??¤?璐ｄ汉浠?缁? 锛??ㄩ?????归?
锛????镐富瑕??ㄨ??????宸ヨ?轰互???板??灏?瑁??????归???寮?灞?宸ヤ?锛?
???扮????涓烘?锛??辨????浜у??浠锋?煎??绔????告?杩????杈???绔?浜????? 锛???涓?杩???涓?瀹????╂鼎??婧?环绌洪???

????浠?琛ㄧず
锛??板?ㄦ?????涓昏???绔???TOPCon绋?寰??涓??圭?锛?浣???C浜у??杩?????甯稿ぇ?????????绌洪? 锛?濡????跺??绛?
锛?绗??浠ｇ???规?姝ｅ?ㄦ?ㄨ? ??姝ゅ?锛?娴????板伐?????ㄦ?存?扮??纭?????? 锛?棰?璁′???骞存?颁骇???ㄥ?虹???跺??
锛??????烘????互??甯??虹??TOPCon??骞
??棰?????026骞锛????????绔?浜???浼???姝ヤ??板?烘? 锛??磋?涓?姝ュ????浣??板??C??浠峰?煎??绔?浜?????

?????ㄦ???SNEC灞?浼????锛?浜??歌??ヨ?澶?????灞?????骇?? ???????蹇?浠?缁?
锛???灞??垫??????澶?浜??????舵?锛??朵腑BC?垫?涓??????跨?????涓?绔???灞??垫?缁?浠跺?峰??鸿?藉???规?
???歌?浜???绾???涓ょ???灞??垫? 锛?涓?绔???灞??垫?????杩??垫?????瀹??拌?介???????╃?
锛??藉????辫?????涓???璺???杈??锛?杩?浣垮???灞??垫???涓烘???风?硅?茬???????瑰????

锛???绔??ユ?锛?璐㈣??绀撅?