Rensef Jinko Solar Arda Kristaporyan, Sales Manager Antalya, Ekim 2014 1
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, 2013 16 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 www.jinkosolar.com 2
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 200 6 200 7 200 8 200 9 201 0 201 1 201 2 201 3 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
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) www.jinkosolar.com 4
Kapasite ve Tedarik Capacity(MW) Module Shipment(MW) 2,400 2,200 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 0 2,100 2,000 1,200 600 300 150 150 2010 2011 2012 2013 720 680 640 600 560 520 480 440 400 360 320 280 240 200 160 120 80 40 0 570.8 455.1 533.3 489.3 460.0 282.4 223.0 280.0 252.3 34.0 34.6 15.8 30.8 24.3 18.1 18.7 45.7 92.1 63.3 26.6 7.3 54.1 28.6 25.3 25.4 11.1 10.9 2Q12 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 2014 2.çeyrek 659.5MW ürün satışı, bunların 570.8MW panel www.jinkosolar.com 5
Çeyrek bazlı Finansal Rapor Quarterly Total Revenue and Shipments Gross Profit and Gross Margin 489.2 518.9 586.3 581.2 659.5 17.7% 22.3% $71.5 24.7% 24.0% 22.6% $89.3 $88.7 $77.7 $50.8 $287.6 $320.7 $361.4 $323.9 $392.1 2Q 13 3Q 13 4Q 13 1Q 14 2Q 14 Revenues (US$ 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 www.jinkosolar.com 6
Sürdürülebilir Büyüme Industry Average Gross Margin(Q1/11- Q2/13) Gross margin Comparison of Tier 1 Players 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 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 2013- 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
Panel Teknolojisi Neden Silikon? 8 8
Panel Teknolojisi 9 9
HücreTeknolojisi 10 10
I-V Eğrisi Isc: Kısa devre akımı Voc: Açık devre gerilimi Vmp: Max gerilim Imp: Max akım Pmp: Max güç www.jinkosolar.com 11
Hücre Panel Ribbon: Sn62Pb36Ag2 kaplı Cu 12 12
EVA (Ethylene Vinyl Acetate) Ethylene(%70-90) ve Vinyl Acetate(%10-30) Saklama koşulları: 22 C, <50%RH Problemler: Delaminasyon, hava kabarcığı vs 13
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.
Junction Box (Bağlantı Kutusu) Koruma Sınıfı: IP67
Hücre Panel η = Pmax / (E*A) Panel Gücü = Hücre gücü*hücre sayısı*0,98 0.98: Ortalama 2% laminasyon kaybı www.jinkosolar.com 16
Panel Performansı www.jinkosolar.com 17
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) www.jinkosolar.com 18
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) www.jinkosolar.com 19
PID. Potential Induced Degradation Anti-PID Worldwide First PID Free (85 /85% RH) Module www.jinkosolar.com 20
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% Q4 2012 Q1 2013 Q2 2013 Q3 2013 Polycrystalline Module Output Power Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014 285 280 275 270 265 260 255 280W 270W 265W Dec.2012 Dec.2013 Dec.2014 21 21
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 www.jinkosolar.com 22
Teknoloji trendi Hücre verimliliği teorik limit: ~29% 23
Panel İzlenilebilirliği, Barcode 1-2 3-4 5-6 7-12 13-16 17-20 21-24 Solar cell Nr. Solar cells Workshop yymmdd Order Nr. Prod.Nr. Run code 11 mono 125-150 01 96 cells 01 factory 1 091110, November 10th, 2009 Internal Internal 0000-9999 12 mono- 125-165 02-78 cells 02 factory 2 13 mono 156/2-busbar 03-72 cells 14 poly- 156/2-busbar 04-66 cells 15 mono156/3-busbar 05-60 cells 16 poly 156/3-busbar 06-54 cells 17 poly- 150-155 07-48 cells 18 pseudo-mono 156/2- busbar www.jinkosolar.com 24 19 pseudo-mono 156/3-
Teknoloji Haritası 25
Gölgelenme & Hot Spot www.jinkosolar.com 26
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 www.jinkosolar.com 27
Smart module Kirlilik Sıcaklık uyuşmazlığı 28
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
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
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
Smart module - Tigo Prompt remote detection and fast resolution. High granularity and O&M cost reduction 32
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 www.jinkosolar.com 33
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 www.jinkosolar.com 34
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 www.jinkosolar.com 35 35
Wafer Üretim Launched wafer manufacturing in 2006 2.0 GW wafer production capacity in 2013 Imported the world s leading silicon processing facilities covering: *Ingot Casting (GT Solar) *Cutting & Slicing (NTC Komatsu) www.jinkosolar.com 36
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.) www.jinkosolar.com 37 37
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 www.jinkosolar.com 38 38
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 www.jinkosolar.com 39 39
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 9001:2008 www.jinkosolar.com 40
Hammadde kontrolü ISO 9001:2008 www.jinkosolar.com 41
Üretim kontrolü ISO 9001:2008 www.jinkosolar.com 42
Üretim kontrolü ISO 9001:2008 www.jinkosolar.com 43
Performans Testi ISO 9001:2008 www.jinkosolar.com 44
Dayanıklılık Testi ISO 9001:2008 www.jinkosolar.com 45
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 1001 900 950 1000 1050 1100 1150 www.jinkosolar.com 46
Sertifikalarımız TÜV IEC 61730 TÜV IEC 61215 UL-CANADA UL-USA CSA MCS VDE CE ISO 14001: 2004 ISO 9001:2008 Anti-PID Anti-Ammonia www.jinkosolar.com 47
Ürün sertifikaları TUV IEC61215 TUV IEC61730 UL-1000V UL-600V ETL MCS JET CE www.jinkosolar.com 48
Sertifikalarımız PID AMMONIA RESISTANCE IEC62716 SALT MIST RESISTANCE IEC61701 DUST AND SAND IEC60068-2-68 60 /85% RH, -1000V IEC62804 85 /85% RH -1000V is guaranteed in lab level www.jinkosolar.com 49
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 www.jinkosolar.com 50
Sertifikalarımız Damp Heat Test / Yaş Sıcaklık Testi 85 C, 85% RH Corrosion / Paslanma Delamination / Delaminasyon JB adhesion / JB yapışma EVA adhesion / EVA yapışma www.jinkosolar.com 51
Garanti & Sigorta PowerGuard provides quality assurance % %/year 2.5 0.7 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. www.jinkosolar.com 52
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 www.jinkosolar.com 53
Web sayfamız www.jinkosolar.com 54
Teknolojideki Gelişmeler Further developments 1500V Farklı coğrafyalar için modül (2015) Akıllı (Smart) modül (2014) 4 bus bar modül (2014-2015) Çerçevesiz modül (2015) 55
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 www.jinkosolar.com 56 56
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 www.jinkosolar.com 660kW, Switzerland 57 57
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 www.jinkosolar.com 3.5kW,Guadalajara, Mexico 58 58
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 www.jinkosolar.com 28.5kW Fukuoka,Japan 59 59
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 www.jinkosolar.com 50 MW Kenya, South Africa 60 60
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 www.jinkosolar.com 61 61
Tracking sistemler 62
Tracking sistemler 63
Temizlik 64
Arda Kristaporyan Türkiye Satış Müdürü arda.kristaporyan@jinkosolar.com www.jinkosolar.com