1. 把太阳能的利用纳入环境的总体设计，把建筑、技术和美学融为一体，太阳能设施成为建筑的一部分，相互间有机结合，取代了传统太阳能的结构所造成的对建筑的外观形象的影响；2. 利用太阳能设施完全取代或部分取代屋顶覆盖层，可减少成本，提高效益；3. 可用于平屋顶或斜屋顶，一般对平屋顶而言用覆盖式，对斜屋顶用镶嵌式;4.太阳能热水器完全纳入建筑部品体系，成为建筑体系不可分割的一部分，与建筑同步设计、同步施工、同步后期物业管理。
For 210: the end size of the silicon wafer is not a problem. As long as the customer has stable demand, Longi Stock can provide stable supply. However, 210 is not within the optimal size range calculated by Longi, so Longi will not actively promote this product at present. The combined yield measured by 210 rods is very close to the rod yield per unit time (by weight) in the optimal interval (zone 166).Longji believes that the cost of 210 unit area will not be reduced (this also confirms that CMC said that 210 silicon wafer focus on cost saving is no problem in the battery and component end, the silicon wafer end cost reduction does not mean the cost of the whole industry chain and the end product decline).
About heterojunction: now HIT heat is mainly concept hype, although HIT efficiency is high but the cost performance is not very good, PERC still have room for improvement, equipment investment difference 2.5 times, heterojunction investment 800-900 million, perc230 million, so from the cost performance, long will not go to cast. In terms of battery attenuation, the letter more gallium doped patent, expired in April this year, after doping gallium, PERC attenuation will be significantly reduced, boron oxygen complex and boron iron caused by attenuation in gallium doped will not be so serious.Perc doped with gallium, HIT attenuation advantage does not exist.Short-term attenuation of HIT is better than that of conventional P-type batteries, with a 1% advantage. In terms of temperature coefficient, it has a 0.1% advantage over PERC, but it is regional. In hot regions such as the tropics, the temperature coefficient will be valuable. It has a 1% effect at 10 degrees, 2% at 20 degrees, and the average daytime temperature in temperate regions is not much higher than 25 degrees, so the effect is not that big.HIT has made the slowest progress in battery technology in the last 10 years, and is about as efficient as it was 10 years ago. In terms of cost reduction, equipment investment is relatively large, cost recovery is difficult, and depreciation is large. Longji believes that there will be relatively large space for reduction. But in transparent conductive film and silver slurry cut costs relatively difficult, transparent conductive film are now using metal indium, if all of them are using indium will be a big problem (may mean causes indium prices) longji think, BIPV than now debate the battery type, such as component type is important, because the customer is the most important, is the enterprise competition in front of relationship, but once toward the BIPV these are not key factors.
About BIPV: The investment income of BIPV can pay for the investment of building the whole house in 20-25 years.The year 2020 is the starting point for BIPV. In China it was Longi's intervention, in the US it was Tesla's launch of the third generation product.There is enough impetus to the industry. Longji is now the first to expand the company's industrial park, logistics and other big customers, a large number of head customers, temporarily will not be pushed to the residents. The barrier to BIPV is that this is a building material, the barrier that all building materials have, is that the integration with the roof has to be studied with the builder. Now Longi has done a lot of IP layout, more is the appearance and structure of intellectual property protection. The main problem is customer approval. No one is doing BIPV yet, and Longi wants to do a new Blue Ocean.Large logistics companies and industrial parks were very interested and actively fed back their demands with the company. Advanced technology companies, big data companies, logistics companies, overseas companies such as Apple, Google, Facebook, etc., have announced that they will use 100% renewable energy, so these domestic companies are also moving in these directions, taking into account the design of their factories.
In the past, the size of the PV market was growing. In the past two years, PV accounted for 40% of the energy investment, which is a very high proportion. Price is not the most important obstacle to photovoltaic development. Price is a means of competition between enterprises, rather than a means of driving demand. The most important thing to drive demand is to let more people understand and understand the value of photovoltaic. Now many traditional energy enterprises enter the photovoltaic industry, such as large oil companies, coal power companies and so on. So the natural market will expand.There are also photovoltaic scenarios, such as distributed energy storage and diesel back-up in rural areas, to reduce costs. This is why the company is involved in BIPV (photovoltaic building materials).In the past we have been focused on longji manufacturing capability, longji done also said in the past, but the enterprise alone, can only make small profits, unless the industry has maintained growth, speed the construction of a productivity has not keep up with growth, it can also get higher profits, or simply by making, the only access to make the profit, not more.
Longi believes that we must find value from customers, more than manufacturing value, manufacturing is just the basic skills.
About the performance target: 80% of the production capacity in the first six months of 2020 is set, and 116 accounts for 70%.Longji's M2 production capacity can only meet the original order, and all other production capacity is changed to 166, and the orders that have not been received are also 166. Now Longji limits the M2 production capacity, and M2 only receives the orders that have been received, and the newly received M2 orders can only be purchased from outside. The remaining M2 capacity is due to some long orders from customers in Europe and America, which can meet the capacity of these long orders.
Now 1 quarter orders are full, 2 quarter 80%.Future revenue is targeted, profits are not. Revenue is targeted to reach $10 billion by 2024. Longi has the ability to capture 30% of the market.This year, Longi's battery production capacity will be completed according to the previous production capacity guidance. The board of directors has not discussed the guidance for the next year or two. This year's component capacity will not differ significantly from the 25-30GW guidance.Battery pieces by the end of the year plus less than 20GW overseas.
What is BIVP Solar Building Integration
The so-called integration of solar energy and architecture is the organic combination of solar energy utilization facilities and buildings. The solar collector is used to replace the roof cover or the roof insulation layer, which not only eliminates the impact of solar energy on the building image, but also avoids repeated investment and reduces the cost. The integration of solar energy and architecture is the development direction of solar energy technology in the future.As the development of solar thermal system is closely connected with buildings, it needs the strong support and cooperation of the construction industry. Under the condition of market economy cannot completely rely on administrative means to force the promotion, we must through the efforts, research and development design make the builders can take the initiative to accept and cooperate with the solar thermal system, or combined with construction technology solutions, make solar thermal system has become an integral part of the buildings, to meet the needs of the combined with construction.
Characteristics of solar energy and building integration technology
1. Integrating the use of solar energy into the overall design of the environment, integrating architecture, technology and aesthetics, solar facilities become a part of the building and combine organically with each other, replacing the influence of the traditional solar structure on the appearance of the building; 2. Using solar energy facilities to completely or partially replace the roof cover, which can reduce costs and improve benefits;3 can be used for flat roof or inclined roof, generally for flat roof with cover type, inclined roof with Mosaic type; 4. The solar water heater is fully incorporated into the building components system and becomes an inseparable part of the building system. It is synchronized with the building design, construction and late property management.