Recently, Tenhe Solar Energy Co., Ltd. (hereinafter referred to as "Tenhe Solar Energy ") released its first three quarters of 2022. In the first three quarters, the company achieved operating income of 58.198 billion yuan, an increase of 86.15% year-on-year. Among them, Trina Solar's cumulative component shipments in the first three quarters of 2022 reached 28.79GW, continuing to lead; the cumulative shipments of the bracket business exceeded 2.8GW in the first three quarters; the cumulative shipments of the energy storage business exceeded 300MWh in the first three quarters, and it is expected that the annual shipments of the annual shipments can exceed 1GWh.
▲The picture shows Qinghai Dachaidan 112MW project
Trina Solar continues to maintain the second best performance in the world in component shipments, and the 210mm battery module shipments rank first in the world. According to statistics from TrendForce, in the first three quarters of 2022, the cumulative shipment of 210mm battery modules was about 50GW, and the cumulative shipment of as of the current cumulative shipment of 210mm battery modules exceeded 76GW.
htmlIn mid-October, Trina Solar released the Vertex Supreme N-type 595W new product to the global market, suitable for large ground power stations and distributed scenarios. In line with the Supreme Family products, the new products continue to follow the concept of "four highs and one low" and have four core advantages: high power, high efficiency, high power generation and high reliability. Compared with the traditional N-type components on the market, the power of the Supreme N-type 595W module is increased by 30W, effectively reducing the project's BOS cost and kilowatt-hour cost.
Trina Solar is committed to technological innovation and continues to lead the next generation of high-efficiency N-type technology. In August this year, the window efficiency of the Vertex supreme high-efficiency N-type single-crystal silicon module independently developed by Trina Solar reached 24.24% , creating a world record for large-scale industrialized N-type single-crystal silicon i-TOPCon module.
▲The picture shows that Hebei Handan Baisewn Line Co., Ltd. adopts the Trina Supreme 600W distributed project
The new generation of Supreme N-type components will be mass-produced by the end of 2022. It is expected that by the first quarter of next year, Trina Solar will release more than 10GW of N-type components production capacity. By the end of 2023, Trina Solar N-type module production capacity will reach 20GW to 30GW.
Trina Solar also pioneered the definition of all-black aesthetic components. With sophisticated technology, from batteries to glass, bus bars, back panels, borders, from components to packaging, and then to the overall roof scene, Tianhe Supreme All Black Aesthetic Components have set a benchmark for the all black aesthetic category, presenting perfect "all black" and supreme "aesthetics" from every detail with high standards. In addition to the product itself, Tianhe has carried out a complete and thoughtful design from all aspects of product packaging, receipt, unpacking, installation, etc., providing customers with a harmonious experience of technology and aesthetics. Helena Li, President of Trina Photovoltaic Products Business, said: "Trina Photovoltaic has always been committed to serving global customers with clean and low-carbon products. In the future, we will continue to adhere to technological innovation and provide customers with efficient and high-value products. We will continue to innovate and develop, and provide high-efficiency photovoltaic products and solutions with low electricity costs for the broader photovoltaic application scenarios in the world."
With its outstanding product strength, leading technical R&D capabilities and stable financial performance, the global financial market, authoritative institutions and solar energy industry have long-lasting trust and confidence in Trina Photovoltaic. In September, Trina Solar won the highest financing AAA rating for PV Tech component manufacturers in the third quarter. In addition, as of 2021, Trina Solar has maintained the 100% financing rating record of Bloomberg New Energy Finance for six consecutive years. In the "Trina Photovoltaic Module Financing Research Report" released by UL, all the key indicators of Trina Solar Module performed well.
210mm component products including 600W+ high power components continue to maintain strong growth momentum around the world. According to TrendForce's research, the industry has accelerated its entry into the 600W+ stage, and G12 battery cells (including G12R) + N-type battery technology will mainstream the new generation of high-efficiency component technology.
According to TrendForce Consulting's production capacity statistics, by 2023, the production capacity of large-size components (182&210) will be successively laid out, accounting for 89%; among which the 210-size production capacity is expected to reach 466GW, becoming the mainstream, accounting for 57%.It is expected that starting from 2023, the production capacity layout of 210mm battery modules will continue to grow rapidly and continue to grow by 2025, and the proportion will increase to 66.04%.
text | Zhongxinyuan
