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【全面解读】中环发布218.2大尺寸硅片,产业链适配放大招-索比光伏网

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href="https://news.solarbe.com/">光伏资讯</a> > <a href="https://news.solarbe.com/technology/">光伏技术</a> > 正文 </div> <!-- 详情内容 --> <div class="detailNr"> <h1>【全面解读】中环发布218.2大尺寸硅片,产业链适配放大招</h1> <span>来源:</span><span class="source">索比光伏网</span><span>发布时间:</span><span class="time">2021-12-04 07:22:00</span><span>作者:</span><span class="author">尹也泽</span> <div class="content"> <script type="text/javascript" src="https://www.solarbe.com/file/script/A248.js"></script> <p>大家好,欢迎来到小泽说,我是尹也泽。</p> <p>昨天晚上发生了一件大事,<a href="https://www.solarbe.com/topic/show-htm-itemid-2748.html" target="_blank" style="color:#1780C4">中环股份</a>在发布<a href="https://www.solarbe.com/topic/show-htm-itemid-2127.html" target="_blank" style="color:#1780C4">硅片</a>最新价格的时候,除了以往的<a href="https://www.solarbe.com/topic/show-htm-itemid-390937.html" target="_blank" style="color:#1780C4">210</a>、166、158,还出现两个新尺寸,一个是182,一个是<a href="https://www.solarbe.com/topic/show-htm-itemid-397605.html" target="_blank" style="color:#1780C4">218</a>.2</p> <p>根据中环的解释,182是对166的老旧产能进行升级改造的成果,这也是行业内许多182产线的由来,没什么稀奇的,不过218.2又是什么情况呢?</p> <p>针对这个问题,我们和硅片企业、电池组件企业、支架企业、设计院都做了交流,核心结论:218.2的推出不代表210就失败了,二者都属于12英寸系列先进产能,目标就是对落后、老旧产能进行替代,而不是用218替代210。接下来我会从生产、应用的各个环节进行分析。</p> <p>首先,硅棒硅片生产环节,210对应的硅棒直径295mm,218.2对应的硅棒直径306mm,都在12英寸左右,所以,二者都属于泛12英寸的大硅片技术,对中环来说,没什么难度,现在的生产设备完全可以支持。</p> <p>再往后,从硅片到电池,由于218.2的硅片面积比210还增大8%左右,所以制成电池以后,功率也更大,按照PERC技术22.8-23%的效率计算,单片功率在10.85-10.95W,功率较高,同时电池片的非硅成本也会摊薄,对相关企业显然是利好。在我们跟电池企业沟通的过程中,他们都表态,当时210产线都预留了升级空间,稍加调整就可以支持218的生产,良率相当,没有任何压力。</p> <p>从组件来看,功率方面,182的78片版型,主流功率在580-585W;218.2的55片版型,主流功率在595W-600W,后者要高15W左右,显然,218是占据一定优势的。虽然218尺寸55片版型组件的长度会比182增加35mm左右,但是,生产环节,玻璃、背板等辅材不看长度,只看宽度。由于218.2组件和182组件的宽度一致,他们不需要做任何调整,辅材可以直接用,供应链成本能得到有效控制。包括支架,我们也跟相关企业进行了交流,这35mm长度增加对支架设计没什么影响,依然是安全可靠的。<br /> <br /> <img src="https://img.solarbe.com/202112/04/07235959203640.png" alt="5列组件图2" width="640" height="353" /><br /> <img src="https://img.solarbe.com/202112/04/07250181203640.jpg" alt="5列组件图1" width="640" height="478" /></p> <p>为什么是218.2,而不是一个整数呢?我们看这两张图,大电池采用5列设计,需要加一条跳线,就是第2列电池和第3列电池之间这一条宽线,会占据一定的面积,为了让5列排布的组件宽度刚好和182的6列组件相同,硅片、电池尺寸只能是218.2,不是直接计算182&times;6&divide;5的218.4,这么说,大家明白了吗?</p> <p>大电池切半片的话,通常会伴随着大电流。210半片组件的Isc(最大短路电流)是18.4-18.5A,218.2尺寸,半片组件的Isc差不多增加7%,也就是19.8A左右,刚刚好小于20A,也就是说,逆变器企业之前推出的支持210组件的产品,现在可以拿来直接用,不需要任何调整。</p> <p>综上,虽然中环218.2这个新尺寸发布的比较突然,超出了大家的预期,但是从产品设计的角度,仔细想想,他的供应链配套是不存在问题的,产品也符合行业整体的利益。我们非常期待看到218.2的电池、组件产品尽快推出,跟182做一些良性竞争,帮助行业降本增效,提高光伏发电的装机规模,让碳中和的目标早日实现。</p> <p>好,以上就是本期小泽说的全部内容。如果大家对大尺寸、或者其他技术还有疑问,可以在下方留言,我们为您解答。感谢大家的观看和支持,我们下期再会!</p> </div> </div> <!-- 关联信息样式 --> <div class="glMsgBox"> <div class="glMsgNews" id="glMsgNews"> <span><span>上一篇:</span><a href="/202112/03/347830.html" target="_blank">来了!第二批新能源大基地项目开始申报!</a></span> <span><span>下一篇:</span><a href="/202112/04/347832.html" target="_blank">国家能源局、中国气象局签署《战略合作框架协议》</a></span> </div> <div class="glMsgLabel"> <a href="https://www.solarbe.com/topic/show-htm-itemid-2748.html" target="_blank">中环股份</a> <a 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