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<div class="currentPosition"> <span>当前位置:</span><a href="https://www.solarbe.com/" title="光伏首页" target="_blank">首页</a> > <a href="https://news.solarbe.com/">光伏资讯</a> > <a href="https://news.solarbe.com/baogao/">行业报告</a> > 正文 </div> <!-- 详情内容 --> <div class="detailNr"> <h1>0BB即将规模化应用,助力电池片降本增效</h1> <span>来源:</span><span class="source">光伏行研</span><span>发布时间:</span><span class="time">2024-08-20 15:01:05</span> <div class="content"> <script type="text/javascript" src="https://www.solarbe.com/file/script/A248.js"></script> <p style="text-align: left;"><strong>行业现状:金属成本不断上升</strong></p><p style="text-align: left;">1、光伏技术迭代导致银浆用量上升:由于TOPCon和HJT电池的渗透率不断提升,银浆的耗用量将从23年的11.53mg/w升至24年的12.74mg/w;根据测算,银浆在电池总成本的占比达到27%,在非硅成本中的占比已达43%,对电池成本的影响较大。</p><p style="text-align: left;">2、银浆成本上升:24年至今硅片价格下降38%,白银价格上涨16%。24年7月31日,银浆达到7237元/kg,在银耗为13mg/w情况下,银浆成本8.4分/w左右。</p><p style="text-align: left;"><strong><a href="https://www.solarbe.com/topic/show-htm-itemid-401912.html" target="_blank" style="color:#1780C4">0BB</a>的优势:实现<a href="https://www.solarbe.com/topic/show-htm-itemid-1232.html" target="_blank" style="color:#1780C4">电池片</a>降本增效</strong></p><p style="text-align: left;">1、HJT:根据迈为的数据测算,0BB可以实现HJT降低银耗4.14mg/w,在银浆含税价格4000和8000元/kg的时候,采用纯银方案分别降本2.2分/w和3.7分/w,采用30%银包铜分别降本1分/w和1.5分/w。</p><p style="text-align: left;">2、TOPCon:根据测算,0BB至少可以实现TOPCon降低银耗1.46mg/w,在银浆含税价格4000和8000元/kg的时候,分别降本0.5分/w和1分/w。</p><p style="text-align: left;"><strong>0BB的普及:预计1-2年内成为绝对主流</strong></p><p style="text-align: left;">HJT:23年4月27日,东方日升宣布4GW高效25.5%异质结0BB电池首线全线贯通。TOPCon:24年3月14,奥特维量产发布TOPCon 0BB焊接工艺,可以实现单片银耗下降超10%,组件功率提升超5W。通过复盘SMBB发展历程,预计0BB有望在1-2年内普及。</p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15103990210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15103914210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15103961210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15103947210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15103954210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104015210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104032210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104092210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104077210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104062210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104099210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104040210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104020210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104065210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104116210362.jpg?imageView2/2/w/1280" width="640"/></p><p style="text-align: center;"><img src="https://img.solarbe.com/202408/20/15104124210362.jpg?imageView2/2/w/1280" width="640"/></p><p><br/></p> <p class="zebianStyle">责任编辑:周末</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="/202408/20/381443.html" target="_blank">投资近70亿!Ebon Solar拟在美国投建电池工厂</a></span> <span><span>下一篇:</span><a href="/202408/20/381445.html" target="_blank">光伏设备板块盘中集体回调,欧晶科技领跌近5%,艾罗能源、通灵股份、芯能科技跌幅均超4%</a></span> </div> <div class="glMsgLabel"> <a href="https://www.solarbe.com/topic/show-htm-itemid-401912.html" target="_blank">0BB</a> <a href="https://www.solarbe.com/topic/show-htm-itemid-1232.html" target="_blank">电池片</a> </div> <div> <div style="color:#fd0909;margin-top:10px;text-align:left;tab-size:inherit;">特别声明:</div> <div style="color:#999;margin-top:10px;text-align:left"> 凡本网注明来源: "索比光伏网或索比咨询"的所有作品,均为本网站www.solarbe.com合法拥有版权或有权使用的作品,未经本网授权不得转载、摘编或利用其它方式使用上述作品。<br><br>经本网授权使用作品的,应在授权范围内使用,并注明来源: "索比光伏网或索比咨询"。违反上述声明者,本网将追究其相关法律责任。 </div> </div> </div> <!-- 推荐新闻样式 --> <div class="recommendNews"> <div class="bt-red">推荐新闻</div> <div class="recommendNewsList"> <div class="recommendUl"> <a class="imgA" 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