2023, TOP5 companies with battery shipments were Tongwei Stock, Aixu Stock, Zhongrun Solar Energy, Runyang Stock and Junda Stock (Jietai Technology) . Among them, Zhongrun Solar Energy was upgraded from the fourth place last year to the third place; the shipment volume of Runyang Shares was slightly less than that of Zhongrun Solar Energy, ranking fourth; the fifth place was still Junda Shares (Jietai Technology). From January to June
2023, the newly installed PV capacity in China was 78.42 GW, representing a year-on-year increase of 153.95%. Under the booming market demand, the shipment scale of PV cell enterprises was also significantly increased.
In the first half of the year, the total shipments of the top five photovoltaic cell manufacturers exceeded 90 GW, reaching about 70% of the annual shipments of the top five manufacturers last year.
In the first half of the year, the leading position of photovoltaic cells was stable, but the gap was obviously widened.
Specifically, Tongwei, the industry leader , achieved full production and sales of batteries in the first half of the year, with a shipment of 35.87 GW (including a small amount of self-use), an increase of 65% over the same period of last year, which obviously widened the gap with the second industry. It is firmly in the leading position in the battery industry. As of June 2023, Tongwei's battery capacity reached 90GW.
In addition, in July 2023, Pengshan Solar Phase I 16g W Battery Project was successfully launched, and the company's TNC battery capacity reached 25 GW. At the same time, the company has also planned Shuangliu 25GW TNC and Meishan 16GW TNC projects, which are expected to be completed and put into operation in the first half of 2024, when the company's TNC battery capacity will reach 66 GW.
Aixu shares still ranked second in the first half of the year, with shipments of 18.76 GW (including a small number of components) , of which PERC battery production capacity continued to maintain full production and sales, ABC battery and component production capacity climbed smoothly. In the first half of 2023, the total production capacity of Aixu's cells was 42.5G W. By the end of June 2023, the production capacity of Zhuhai Phase I 6.5G W high-efficiency ABC battery has been fully produced, and the production capacity of supporting components is also gradually put into production. In the first half of the year, the company has achieved partial sales of ABC components. In the second half of the year, Zhuhai 3.5GW expansion project and Yiwu 15GW project are expected to be put into operation within this year, and the company's ABC battery module production capacity is expected to reach 25 GW by the end of 2023.
Battery head companies such as Jingke, Longji and other self-produced battery products are mainly self-used, and the proportion of shipments is very small, while Aixu's battery production capacity is still in the second echelon, so compared with Tongwei, which has the largest battery production capacity, its shipment gap is nearly doubled.
According to the survey and statistics, in the first half of this year, the shipments of Zhongrun solar cells were 13-14 GW , ranking among the top three. At the beginning of this year, Chuzhou Phase I 8GWTOPCon Battery Project was put into operation, marking that Zhongrun Solar Energy has officially entered the N-type era. As of June 2023, the production capacity of Zhongrun Solar Energy reached 32GW, of which PERC battery capacity was 24GW. In 2023, the TOPCon production line of Chuzhou Base in Anhui Province and Tongshan Base in Xuzhou, Jiangsu Province will complete the capacity construction, effectively expanding the N-type battery capacity scale of Zhongrun Solar Energy Company. With the increase of production capacity of Chuzhou and Tongshan bases and the completion of installation and commissioning of overseas bases and the completion of climbing, it is expected that by the end of 2023, the company will be able to form more than 50GW cell production capacity. The
fourth Runyang shares shipped 12-13 GW of batteries in the first half of the year , slightly lower than Zhongrun Solar Energy. The company's battery production capacity is 25.5G W, all of which are PERC batteries. On July 1, 2023, the company's first production line of "Yunnan Qujing 13GW N-type high-efficiency solar cell project" was put into operation, and the cell production capacity is expected to reach 38.5G W by the end of this year. Jietai Technology, a subsidiary
of Junda Co., Ltd ., ranked fifth. In the first half of 2023, the company's battery shipments were 11.4G W, an increase of 181% over the same period last year, of which the N-type TOPCon battery shipments were 6.56 GW, ranking first in the industry. The existing cell production capacity of Jietai Technology is 40.5G W, including 9.5G W P type PERC production capacity of Shangrao Base, 18GW N type TOPCon production capacity of Chuzhou Base and 13 G W N type TOPCon production capacity of Huai'an Base Phase I. Huai'an Base Phase II 13 GW is expected to achieve full production in 2023. By the end of 2023, the company's cell production capacity will reach 53.5G W, and N-type production capacity will reach 44 GW.
Looking ahead, with the era of technological change in the industry, the pattern of batteries may be shuffled. According to the tracking of
digital new energy DataBM. Com, as of August 2023, there are 44 domestic N-type battery manufacturers, and the head manufacturers have been laid out, among which TOPCon battery is still the main technical route of N-type battery, with capacity exceeding 300GW. With the landing of most TOPCon battery expansion projects in the second half of the year, the production capacity of TOPCon batteries in China's photovoltaic industry is expected to reach 700GW by the end of the year, when the pattern of photovoltaic cells may be shuffled.
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