Rensef Jinko Solar. Arda Kristaporyan, Sales Manager. Antalya, Ekim 2014

Transkript

1 Rensef Jinko Solar Arda Kristaporyan, Sales Manager Antalya, Ekim

2 Giriş Silicone Ingot Wafer Cell Module EPC Core Business Firma Geneli Piyasa Değeri Sektör Lideri NYSE Borsası: Mayıs 2010 (NYSE: JKS) Dikey integre toplamda 2.0GW kapasite, satış ofisi, 13,000 dünya çapında çalışan 1 milyar USD ihracat, Çin genelinde ilk 500, PV endüstrisinde dünya çapında ilk 3 sıradadır. 1.Sınıf (Tier 1) Bloomberg Finance tarafından, Dünya çapında 65 Banka ile proje finansmanı 2

3 Tarihçe Jinko Solar Co., Ltd. established Successful IPO and listed in NYSE German Office & USA Office launched Sponsorship of Valencia C. F., San Francisco 49ers, Germany DFB stadium Launch of ingot manufacturing Acquisition of Sun Valley (cell & module manufacturer) Operation of the 1st fully automated PV module NPC production line in China 1 GW Capacity reached Swiss & Italian Office launched Beijing Office launched Japanese Office launched 3

4 Global Ontario office (Canada) JinkoSolar (U.S.) Est. Aug 2010 Headquartered in San Francisco Chile Office European Warehouse s Portuguese Factory Brazil Office JinkoSolar GmbH Est. April 1, 2010 Bologna Office (Italy) Swiss Office Est. Sept.2011 India office Singapore office (APAC HQ) South African factory Tokyo & Osaka office (Japan) Beijing office Zhejiang and Jiangxi Global factory Sales & Mkt.center in Shanghai Guangzhou office Thailand office (in process) 4 üretim hattı(shangrao, Haining (China), Cape Town (South Africa) Moura, Portugal) 13 ülkede 16 satış ofisi İtalya, Güney Afrika ve Çin de Pazar lideri Avrupa nın her yerinde satış müdürleri Queensland Office (Australia) 4

5 Kapasite ve Tedarik Capacity(MW) Module Shipment(MW) 2,400 2,200 2,000 1,800 1,600 1,400 1,200 1, ,100 2,000 1, Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 Wafer Cell Module Wafer Cell Module Aralık 2013 itibari ile, wafer, hücre ve panel üretim kapasitesi her biri yıllık 2.000MW çeyrek 659.5MW ürün satışı, bunların 570.8MW panel 5

6 Çeyrek bazlı Finansal Rapor Quarterly Total Revenue and Shipments Gross Profit and Gross Margin % 22.3% $ % 24.0% 22.6% $89.3 $88.7 $77.7 $50.8 $287.6 $320.7 $361.4 $323.9 $ Q 13 3Q 13 4Q 13 1Q 14 2Q 14 Revenues (US$ mln) Total Shipments (MW) Operating Profit and Operating Margin 8.80% 12.40% 12.00% 10.10% 10.30% $43.3 $39.9 $40.6 $32.7 $25.4 2Q 13 3Q 13 4Q 13 1Q 14 2Q 14 Operating Profit (US$ mln) Operating Margin 2Q 13 3Q 13 4Q 13 1Q 14 2Q 14 Gross Profit (US$ mln) Net Income/Loss, Net Margin and Diluted EPS 2.80% 5.30% 7.50% 0.50% 5.69% $27.1 $22.3 $16.9 $8.0 $1.5 2Q 13 3Q 13 4Q 13 1Q 14 2Q 14 $0.36 $0.72 $0.96 ($0.20) $0.16 Net Income Net Margin Diluted EPS 6

7 Sürdürülebilir Büyüme Industry Average Gross Margin(Q1/11- Q2/13) Gross margin Comparison of Tier 1 Players 2014 Q Q Q Q Q2 Jinko 22.6% 24.0% 24.7% 22.3% 17.7 % Canadia n Solar 19.0% 14.7% 19.5% 20.4% 12.8 % Yingli 15.6% 15.7% 12.0% 13.7% 11.8 % JAsolar 15.2% 16.7% 15.5% 11.3% 8.1% JKS Performance in Stock Market (Mar Mar 2014) Trina 15.4% 20.6% 15.1% 15.2% Highlights 11.6 % 2011 yılında net kar açıklayan tek solar firması 1. Sınıf panel üreticileri arasında net kar lideri 7

8 Panel Teknolojisi Neden Silikon? 8 8

9 Panel Teknolojisi 9 9

10 HücreTeknolojisi 10 10

11 I-V Eğrisi Isc: Kısa devre akımı Voc: Açık devre gerilimi Vmp: Max gerilim Imp: Max akım Pmp: Max güç 11

12 Hücre Panel Ribbon: Sn62Pb36Ag2 kaplı Cu 12 12

13 EVA (Ethylene Vinyl Acetate) Ethylene(%70-90) ve Vinyl Acetate(%10-30) Saklama koşulları: 22 C, <50%RH Problemler: Delaminasyon, hava kabarcığı vs 13

14 Backsheet (Sırt folyosu) Havaya ve neme dayanıklılık, sızdırmazlık, erimezlik, mekanik sağlamlık, buhar bariyeri, hidrofobik EVA yı ve güneş hücrelerini su, oksijen ve diğer aşındırıcı gaz ve sıvılardan korur.

15 Junction Box (Bağlantı Kutusu) Koruma Sınıfı: IP67

16 Hücre Panel η = Pmax / (E*A) Panel Gücü = Hücre gücü*hücre sayısı*0, : Ortalama 2% laminasyon kaybı 16

17 Panel Performansı 17

18 PID. Potential Induced Degradation İklim koşulları Sıcaklık, Nem Anti Reflection kaplama Hücre PID ANA SEBEPLER Sistem Voltaj farkı Inverter (trafo) Topraklama Dizgi uzunluğu Panel Panel dizaynı (EVA, çerçeve) 18

19 PID. Potential Induced Degradation EAGLE SERIES Double layer-> Rs Narrower layer -> avoids shadowing Selective emitter (selective doping ) optimized for low contact resistance (Rs ) under metallization and normal doping in the open area to reduce recombination and saturation current) 19

20 PID. Potential Induced Degradation Anti-PID Worldwide First PID Free (85 /85% RH) Module 20

21 Teknoloji Haritası PV Cell Conversion Efficiency 19,0% 18,5% 18,0% 17,5% 17,0% 17,8% 18,0% 18,1% 18,2% 18,3% 18,4% 18,4% 18,5% 17,6% Q Q Q Q Polycrystalline Module Output Power Q Q Q Q Q W 270W 265W Dec.2012 Dec.2013 Dec

22 Üretim Bandı Monocrystalline Module Power 195W 200W 205W 210W 255W 260W 305W 310W Efficiency 15.3% 15.7% 16.1% 16.5% 15.6% 15.9% 15.7% 16.0% No. of cells 72 cell 60 cell 72 cell Mono Cell Dimensions 125mm x 125mm 156mm x 156mm Polycrystalline Module (Eagle Series) 270W Power 250W 255W 260W (Eagle II) 300W 305W 310W Efficiency 15.3% 15.6% 16.0% 16.45% 15.5% 15.7% 16.0% No. of cells 60 cell 72 cell Poly Cell Dimensions 156mm x 156mm 156mm x 156mm 22

23 Teknoloji trendi Hücre verimliliği teorik limit: ~29% 23

24 Panel İzlenilebilirliği, Barcode Solar cell Nr. Solar cells Workshop yymmdd Order Nr. Prod.Nr. Run code 11 mono cells 01 factory , November 10th, 2009 Internal Internal mono cells 02 factory 2 13 mono 156/2-busbar cells 14 poly- 156/2-busbar cells 15 mono156/3-busbar cells 16 poly 156/3-busbar cells 17 poly cells 18 pseudo-mono 156/2- busbar pseudo-mono 156/3-

25 Teknoloji Haritası 25

26 Gölgelenme & Hot Spot 26

27 Yeni teknolojiler Smart Module Yeni: Smart Module Pazar lideri Gölgelenme sorunu yok Her bir panelden max güç Esnek dizgi dizaynı Max alan kullanımı Düşük sarf malzeme kullanımı Güvenli kurulum Her bir panelin performansını izleme imkanı 27

28 Smart module Kirlilik Sıcaklık uyuşmazlığı 28

29 Smart module Tigo Jinko s smart module Reduces BOS. Smart curve technology Maximize the space allowing more power installed in the same area. Power density PV Safe and theft detection Same inverter and monitoring at module level Impedance matching technology. 29

30 Smart module - Tigo Optimizer PCB: measure panels features every second and activate the power control (MPPT) Management Unit Collect data and control every panel via Impedance matching Gateway Communicates wirelessly with the panels and by RS485 cable with the MMU Data center and Cloud based Software 30

31 Smart module Tigo Reduces BOS. 30% longer strings means 30% fewer strings. Smart curve technology Faster installation. Fewer components and less wiring / conduit equates to faster installation times for installers Inverter efficiency. Longer strings means a higher average voltage, which helps drive inverters at their sweet spot I2R losses. Fewer DC runs to the inverter reduces the I2R losses of an average system by half a percent 31

32 Smart module - Tigo Prompt remote detection and fast resolution. High granularity and O&M cost reduction 32

33 Smart module Conventional Panel Panel Optimizers Optimizer Jinko s smart module 165W 165W 215W Conventional Panels limit string current to weakest of all cells (or cells are bypassed) Panel Optimizer products limit panel current to weakest of all cells (or cells are bypassed) Smart module allow each cell-string to deliver maximum power under all conditions. Shadow tolerance 33

34 Önemli Özellikler Polycrystalline 60-cell module achieves a maximum power of 270 Watt, the highest power among market s homogeneous modules World s first double 85 (under 85 /85% RH) certified PID Free module Passed anti ammonia, anti salt mist, anti dust tests, withstood high loads (5400Pa) The 1 st Chinese module manufacturer passing the dynamic mechanical load test Excellent low light performance 34

35 Ar-Ge Prominent R & D Team with around 200 R & D personnel holding Doctor/Master degrees driving significant product improvements Usage of Dupont s advanced materials and Jinko s QUANTUM and SEAPHON technology to produce high-efficiency and low-cost solar cells Pseudo-mono technology and optimized poly wafer processing technology produce higher efficiency modules Cooperation with global universities and research institutions, development of latest technologies Several core technology patents on ingots, slices, cells and modules Continuous R&D investment and focus on human resources encourages innovations

36 Wafer Üretim Launched wafer manufacturing in GW wafer production capacity in 2013 Imported the world s leading silicon processing facilities covering: *Ingot Casting (GT Solar) *Cutting & Slicing (NTC Komatsu) 36

37 Hücre Üretim 2.0 GW cell production capacity in 2013 The most advanced and state-of-the-art fully automation facilities, upgraded production line * Automatic wafer loading/uploading system (Jonas Redmann, Fortix) * Silicone ink processing machines (Dupont Innovalight) * Texturing & Acid Etching(Rena) * Diffusion (Tempress) * PECVD (Roth& Rau, Centrotherm) * Screen Printing (Baccini) * Sintering (TPS) * Testing & Sorting(Baccini Berg, h.a.l.m.)

38 Panel Üretim 2.1GW module production capacity in 2013 The most advanced and state-of-the-art production line, consisting of: * Fully automated module assembling (NPC Japan) * Robotics (ABB) * The world s most advanced flash testing (Berger) * 100% EL test before and after lamination

39 Kalite Kontrol Sistemi EMS- Electronic Management System 16 in-line quality control points in module workshop Precise data-recording & supervision for all the manufacturing QC points Product Traceability Control Tracking card with unique barcodes tracing from module back to ingot Long term data accessibility

40 UL Onaylı Lab Power Determination Test Cut Susceptibility Test Pull Test Humidity-Freeze Test Hot Spot Test Impact Test Wet Leakage Current Test Insulation Test Reverse Current Overload Test UL Preconditioning Test Thermal Cycling Test Mechanical Load Test Ground Continuity Test Water Spray Test Initial Degradation Test Push Test Junction Box Robustness Test ISO 9001:

41 Hammadde kontrolü ISO 9001:

42 Üretim kontrolü ISO 9001:

43 Üretim kontrolü ISO 9001:

44 Performans Testi ISO 9001:

45 Dayanıklılık Testi ISO 9001:

46 Photon Laboratory Global Yarışma Sonucu Rank 2 According to 2012Photon Laboratory outdoor test The Average of Annual Energy Efficiency KWh/KW Sunpower 1131 JinkoSolar 1112 Yingli 1095 Trina 1083 Hanwha 1064 Suntech 1054 Kyocera 1022 CanadianSolar 1013 Sharp

47 Sertifikalarımız TÜV IEC TÜV IEC UL-CANADA UL-USA CSA MCS VDE CE ISO 14001: 2004 ISO 9001:2008 Anti-PID Anti-Ammonia 47

48 Ürün sertifikaları TUV IEC61215 TUV IEC61730 UL-1000V UL-600V ETL MCS JET CE 48

49 Sertifikalarımız PID AMMONIA RESISTANCE IEC62716 SALT MIST RESISTANCE IEC61701 DUST AND SAND IEC /85% RH, -1000V IEC /85% RH -1000V is guaranteed in lab level 49

50 Sertifikalarımız Thermal Cycle Test / Isıl Döngü Testi 85 C / - 40 C Broken interconnect / Kırık bağlantı noktaları Broken cells / Kırık hücre JB adhesion / JB yapışma Module open circuit. Potential arcing / Açık devre arc 50

51 Sertifikalarımız Damp Heat Test / Yaş Sıcaklık Testi 85 C, 85% RH Corrosion / Paslanma Delamination / Delaminasyon JB adhesion / JB yapışma EVA adhesion / EVA yapışma 51

52 Garanti & Sigorta PowerGuard provides quality assurance % %/year Satış yapılan günden itibaren 10 yıl ürün garantisi. İşletmeye alındıktan sonra ilk yılın bitiminde %97,5 ve daha sonraki yıllarda %0,7 verim düşüşü ile 12 inci yılın sonunda nominal gücün %90 ını, 25 inci yılın sonra %80 ini verebilecektir. 52

53 Linear Güç Garantisi Customer Müşteri şikayet formu Eğer Jinko Solar piyasasında olmazsa sigorta firmasına gidilir Insurance Carrier Eğer ikiside olmazsa sigortacının taşıyıcı firması devreye girer 53

54 Web sayfamız 54

55 Teknolojideki Gelişmeler Further developments 1500V Farklı coğrafyalar için modül (2015) Akıllı (Smart) modül (2014) 4 bus bar modül ( ) Çerçevesiz modül (2015) 55

56 Projeler 18 MW Dunhuang, China 10 kw New York, USA 62 MW Ravenna, Italy 300 kw Colorado, USA vv 2.4 MW Italy High speed rail, Belgium 800 kw, Germany 10 kw Newcaste, Australia 2.84 MW, Photon technology center Germany 660 kw, Switzerland 100 kw, Israel 1 MW, Czech Republic

57 Projeler Avrupa 62 MW Ravenna, Italy 2.84 MW, Photon Technology center, Germany 900kW Roof of Desalination plant, Spain 20 MW Ukraine 484kW 卢森堡仓储中心屋顶太阳能高铁, 比利时 484kW Luxembourg 1 MW Czech Republic 5 MW Bulgaria 660kW, Switzerland 57 57

58 Projeler Amerika 6.4 MW North Carolina, America 300kW Colorado America 900kW Maryland, America 150 kw Minnesota,America 3.25kW,Mexico 太阳能高铁, 比利时 30 kw Salvador 3 kw Monterey, Mexico 3.5kW,Guadalajara, Mexico 58 58

59 Projeler Asya 1 MW Miyazaki, Japan 10.5kW Fukuoka,Japan 24kW Fukuoka,Japan 4kW Fukuoka,Japan 484kW 卢森堡仓储中心屋顶 48kW Fukuoka,Japan 13.8kW Fukuoka,Japan 42kW Hiroshima, Japan kW Fukuoka,Japan 59 59

60 Projeler Afrika 60kW Holt, Australia 24kW Victoria,Australia 90kW Victoria,Australia 10kW Newcastle,Australia 90kW,Australia 115 MW, South Africa 1 MW 地面电站, 捷克 1 MW Limpopo, South Africa 50 MW Kenya, South Africa 60 60

61 Projeler Türkiye 5,2MW Malatya / İnönü Üni 4,0MW Denizli / Tavas 5MW Malatya 1,0MW Denizli / Çardak 1,0MW Aydın 500kW - Konya 1,15MW Kayseri / Bünyan 500kW İzmir / AOSB 2,0MW Antalya / Savior 2,2MW - Karaman 1,8MW - Eskişehir 115 MW, South Africa 1 MW 地面电站, 捷克

62 Tracking sistemler 62

63 Tracking sistemler 63

64 Temizlik 64

65 Arda Kristaporyan Türkiye Satış Müdürü