中环新品发布会持续创新推动平价上网进入安全区-中英文版-曹建伟

持续创新推动平价上网进入安全区 Continuous Innovation to drive the early grid parity 曹建伟 C a o J i a n w e i 2019年 8月 16日 Aug. 16th, 2019 目录 Contents 目 录 CONTENTS 1 自动化和智能化的必要性 The necessity of automation and intelligence3 2 如何进入平价上网安全区 How to achieve the early grid parity 尊重创新和知识产权 Respect for innovation and intellectual property4 单晶设备及技术创新 Mono crystal equipment and technological innovations 光伏是一个还在不断 增长 和技术 迭代 的市场 A developing photovoltaic market with technology revolution 确定性和不确定性 Certainty and Uncertainty 谁来推动光伏平价上网进入安全区？ What drives the realization of the early grid parity？ • 补贴期 • Subsidy period 政策驱动 Policy driven + 技术推动 Technology driven • 平价过渡期 Transition period 技术推动 Technology driven 规模化 Scale + 标准化 standardization • 平价期 -能源结构优化 Affordable period - energy structure optimized 光伏产业 3个发展时期 Three developing stages of PV industry 23%电池装备技 术推动 Driven by 23% cell equipment technology 晶体技术 Crystal growth technology 技术平台 变革 Technoloty platform revolution 450W,500W封 装新技术 450W, 500W Packaging technology 逆变、安装、储能 技术 Inverter, installation and energy storage technology 硅料新技术 Silicon materials new technology 切片技术 Wafering Technology 平价过渡期 Transition period 谁来推动光伏平价上网进入安全区？ What drives the realization of the early grid parity？ 目录 Contents 目 录 CONTENTS 1 自动化和智能化的必要性 The necessity of automation and intelligence3 2 如何进入平价上网安全区 How to achieve the early grid parity 尊重创新和知识产权 Respect for innovation and intellectual property4 单晶设备及技术创新 Mono crystal equipment and technological innovations 16寸到 32寸、高成晶率、高稳定性、低功耗，低氧碳含量。 16 “to 32“, high crystallization rate, high stability, low power consumption, low oxygen and carbon content 光伏产业从 8英寸平台进入 12英寸的新平台 Photovoltaic industry changes from 8-inch platform to new 12-inch platform 装料量 Charging volume 60kg 90kg 120-150kg 250-300kg 250-350kg 250-350kg 350-450kg 400-600kg 热场尺寸 Hot zone size 16” 18” -20” 22” -24” 26” -28” 26” -28” 26” -28” 28” -32” 28” -36” 0 200 400 600 热场尺寸发展历程 Hot zone development 拉晶工艺历程 Ingot pulling process development 150mm 200mm 60kg 1400mm 150kg 1750mm 300kg 3500mm 350kg 4200mm 450kg 5200mm 450kg2600mm 2009 2019 晶棒 6英寸， 8英寸和 12英寸的发展历程 Ingot development: 6-inch, 8-inch and 12-inch 600kg 3500mm 300mm 光伏硅片主要装备 | 晶棒设备的发展技术 Main equipments for photovoltaic wafer | Technology development of ingot equipment 第二代： 高拉速 —超级水冷套技术 The 2nd generation: high pulling speed - super water jacket 第三代： 复投拉晶 +大热场技术 The 3rd generation:Recharging + large hot zone 第四代： 自动化、智能化技术 The 4th generation: automation, intelligent technology 单晶硅生长炉高拉速热场模拟 Simulation for high pulling speed hot zone of mono crystal puller 第一代： 全自动控制技术 The 1st generation: fully automatic control technology 工艺、材料 | 一代工艺、一代材料、一代设备 Process, Materials | upgrading process, upgrading material, upgrading equipment 软毡 /常规石墨 Soft felt / conventional graphite 满足基本应用需求 Meet basic application needs 碳碳 /高纯石墨 /固毡 /钨钼 /石英 CC/high purity graphite/Solid felt/tungsten/quartz 满足高品质、大装料量单晶生长需求 Meet the needs of high quality, large charge size crystal growth 新的替代材料 New alternative materials 更低成本、更大热场应用 Lower cost, larger hot zone application 18寸热场 18”hot zone 22寸热场 22”hot zone 24寸热场 24”hot zone 28寸热场 28”hot zone 32寸热场 32”hot zone  掌握热场设计核心技术 Master the core technology of hot zone design  从 18寸热场到 32寸热场，中环光伏始终处于行业技术发展前沿 From 18”hot zone to 32” , Zhonghuan PV always take lead on technology development  新材料的应用促进光伏热场技术不断突破 The application of new materials promotes the breakthroughs of PV hot zone technology. 光伏硅片主要装备 | 硅片发展趋势 Main equipment for photovoltaic wafer | Silicon wafer development trend 线经的变化趋势 120μm 100μm 90μm 80μm 70μm 60/55μm65μm 55/50μm 50/45μm 202020192018201720162015201420122010 金刚线线径变化 Diamond wire diameter change trend: 硅片尺寸变化 Silicon wafer size changing： 125 156 M1 M2 M4 158.75 166 210 硅片厚度变化 Silicon wafer thickness change trend： 200μm 170μm 140μm 100μm 薄片化、大尺寸 是今后进一步的发展趋势 Thin thickness wafer and large size wafer are the development trend in future 金刚线切片机 Diamond wire slicer 目录 Contents 目 录 CONTENTS 1 自动化和智能化的必要性 the necessity of automation and intelligence3 2 如何进入平价上网安全区 How to achieve the early grid parity 尊重创新和知识产权 Respect for innovation and intellectual property4 单晶设备及技术创新 Mono crystal equipment and technological innovations 交付 +质量 +成本 使得自动化成为必然 Delivery+ quality + cost makes automation become inevitable 刚性自动化 Rigid automation 柔性自动化 Flexible automation ZV10 IT信息系统 IT system 工厂需要自动化、智能化 Factory need to be automated and intelligent 智能制造路径 Intelligent manufacturing path 数字工厂 Digital factory 智能工厂 Intelligent factory 特点 Features： •企业经营的数字映射 Digital mapping of business operations •计算机 3D、 VR及仿真 3D, VR and simulation •企业数据全集成 Enterprise data integration •产业链数据集成 Industry chain data integration •生产过程自动化 Production process automation •树形实时数据 Tree real-time data •大数据与云计算 Big data and cloud computing 制造现场基本自动化，有限柔性，关键靠 ICT系统。经营 过程基本 数字化 。 The manufacturing site is basically automated, limited in flexibility, and the key is to rely on the ICT system. The operation process is basically achieved digitization 特点 Features： •设备智能 Device intelligence •物料智能 Material intelligence •产品智能 Product intelligence •物流智能 Logistics intelligence •网状实时数据 Mesh real-time data •设备、物料、产品、物 流自主通 讯协同 Equipment, materials, products, logistics, autonomous communication coordination •工厂自治能力 Factory autonomy 人工智能 AI  没有精益管理，无法数字化；没有数字化基础，无法智能化。 No lean management, no digital; No digital basis,no intelligent.  智能化一定是依托大数据基础，只有规模化制造才能有大数据产生。 Intelligentization must rely on the big data foundation, and only large-scale manufacturing can make big data. 精益 工厂 Lean factory 特点 Features： •标准化 standardized •流程化 Process •模块化 Modularity •信息化 Informatization •大批量 Mass production 制造过程微观管理和执行是关键，靠人 。 Micro-management and execution of the manufacturing process are key , depends on the people. 变革管理 Management change 变革管理 Management change 设备故障智能诊断管理系统 Intelligent diagnosis and management system for equipment failure 生产设备 Production equipment 企业私有云 Enterprise private cloud 安全 Safe 敏捷 Agile 高效 Efficient 数据 安全 Data Security 生产数据实时采集 、 上传 Production data is collected and uploaded in real time 多终端维 保数据 M u l t i - t e r m i n a l maintenan ce data 底层采集服务 Bottom collection service 维保执行端 Maintenance terminal 设备状态集中监控 Centralized monitoring of equipment status 故障实时报警处理 Fault real- time alarm and processing 产量监控 Production monitoring 运行参数实时查看 Real-time viewing of operating parameters 故障分类统计 Fault classification and statistics 维修工时统计 Maintenance time statistics 云监控界面 Cloud monitoring interface 目录 Contents 目 录 CONTENTS 1 自动化和智能化的必要性 Necessity for automation and intelligence3 2 如何进入平价上网安全区 How to achieve the early grid parity 尊重创新和知识产权 Respect for innovation and intellectual property4 单晶设备及技术创新 Mono crystal equipment and technological innovations 知识产权 | 技术创新才能改变未来 Intellectual property | Only technological innovation can change the future 技术创新才能改变未来 Only technological innovation can change the future 创造 Creation 管理 management 保护 protection 运用 Application 知识产权 战略优势 IP strategy advantage 国内光伏专利统计 Domestic PV patent statistics 加大基础材料、核心设备研发方面的投入，形成拥有自主知识产权的核心技术，避免受 制于人 Increase investment in basic materials and core equipment R&D, and form core technologies with independent IPR to avoid the core technology of heteronomy ◆ 重视技术创新 Focus on technological innovation. ◆ 开展积极的防御型专利布局战略 Actively carry out defensive strategy on Patent 8% 19% 12%61% 材料制造 电池芯片 光伏组件 发电系统 Material production Cell Module Generating system 在设备投资方面的不同发展思路 Different concepts on equipment investment 高动手能力者 High practical working ability 长跑者 Long runner 买了设备，回去自己研究自己造了 Buy the equipment, study and copy. 鼓励模仿、创新，相互砍价 Promote imitation and innovation and bargaining with each other 相互尊重知识产权，共同开发 Mutual respect for IP and make joint development. 通用者 Common Players 创新体系 Innovation system 技术 知识 产权市场 创新体系 Innovation system —— 技术、市场与知识产权三位一体，协同发展 Technology, market and IP is trinity and make collaborative developmentTechnology Market IPR 创 新 体 系 Innovation system 中国公司数量庞大 ， 充满活力 ， 是创 新的生力军 ， 但是掌握技术的大公司 太少 。 大公司不光是规模大 、 业绩大 、 市场大 ， 而是责任大 ， 担当大和格 局大 ， 也希望中国企业家能有更多作 为 ， 承担更多社会责任 ， 让中国核心 技术能够实现赶超 。 There are a huge number of Chinese company with full of energy but the quantity of large company mastered core technology is too little . L a r g e companies are not only for large-scale, big business performance, and large- market, but they need to take larger duty, responsibility and have a larger picture . We h o p e C h i n e s e entrepreneurs can do more and take much more social responsibilities, so that China s core technologies can achieve to catch up with or surpass the developed areas. 总结及建议 Summary and Recommendations 理性发展 ， 相互 尊重知 识产权 ， 不要简单拼规 模 ， 拼成本的低价竞争 ， 加强国内同行业企业 间的合作和交流 。 Develop rationally and respect each other s intellectual property rights. Do not simply compete with scale and low- cost, but strengthen cooperation and exchanges between domestic enterprises in the same industry. 尊重知识产权 Respect for IP 必须 站在未来思考问题 ， 站在 30年以后看今天 。 企业必须以技术创新 去解决人类未来要面对 的问题 ， 引领社会进入 新时代 。 Think for future and take a look today after 30 years. Enterprises must conduct technological innovation to solve the human beings problems in future and lead the society into a new era. 站在未来思考问题 Thinking for future 晶盛机电坚持 相互尊 重 、 强强联合 、 优势 互补 的原则贡献自身 力量 ！ Jingsheng adheres to the principle of mutual respect, powerful combination and complementary advantages to contribute its own effort! 晶盛坚守的原则 Jingsheng‘s principle THANKS 公司网站： http://www.jsjd.cc/ 欢迎扫描关注公司微信公众号