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SAC S0850515120001 SAC S0850513090008 2024 6 13 87485 1.2.3.4.5.6.2 1ZEVuNrMoNqRqOpMmRpQmN6M8Q8OmOqQnPmQeRoOoQkPqRtP6MnNxOxNpPqPxNpPyR3 2024 2025 3 1 2 2024-2025 18.9%20%2025 39%3 90%1.4 CPIA 20242025 1 2024 33 2024 37 2 3 CPIA 5 17 5 30 5 30 2024 1.HFOZss5lmJsk3+W20ZW/5pDzSda0ryHb0G1WUCrSdD4K3E6vcOHdMBw8i0u6gLNC 5 Infolink Consulting 2024 5 Infolink Consulting 6 5 PERC 182*182-210 0.83/W 1 5 22 3 6 5 19 15 5 18.27 3.77%6 14-15 20%+/kg Infolink PERC/W 2.050100150200250300350Jan-19 Jul-19 Jan-20 Jul-20 Jan-21 Jul-21 Jan-22 Jul-22 Jan-23 Jul-23 Jan-24 N 0.00.51.01.52.02.5Mar-22 May-22 Jul-22 Sep-22 Nov-22 Jan-23 Mar-23 May-23 Jul-23 Sep-23 Nov-23 Jan-24 Mar-24 May-24 PERC 182-183.75 PERC 182*182-210 6 CPIA 3-4 2024 1-4 60.11GW 24%4 14.37GW 1.9%+59%2 4 Q3 Q3 2024-2025 250 270GW 2 MW GW 3.2307 1329 1465 1290 1721 1874 1600 1578 1362 2132 5300 3672 902 1437 01000200030004000500060001-2 3 4 5 6 7 8 9 10 11 12 2023 2024 15.13 34.5 53 44.26 30.1 48.2 54.88 87.41 216.88 250 270 0501001502002503002015 2016 2017 2018 2019 2020 2021 2022 2023 2024E 2025E 7 6 3 Sleipner Riser NG00Y 4 6 6 25 NG00Y/3.8 Infolink Consulting Infolink Consulting 2023 TOPCon 560 GW HJT 45 GW 48 GW Infolink 2024 N 79%TOPCon 70%HJT xBC HJT xBC GW 4.81 560 920 945 13 45 74 114 14 33 33 33 02004006008001000120014002021 2022 2023 2024E 2025ETBC P-IBC HJT TOPCon89%71%20%6%1%5%6%6%24%70%80%4%6%0%10%20%30%40%50%60%70%80%90%100%2022 2023 2024E 2025E HJT TOPCon xBC PERC 9 5-6 5.TCL 10 6.1 2 3 4 11 SAC S0850515120001 021-23154113 Email SAC S0850513090008 021-23219171 Email 1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%12
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