12v 18650 battery pack

The three major branches of 12v 18650 battery pack technology each have their own merits

12v 18650 battery pack technologies currently in commercial use mainly include: crystalline silicon (single/polycrystalline silicon) cells, thin film (amorphous silicon, CdTe, CIGS) cells and concentrator (GaAs) cells. Crystalline silicon cells are currently a mainstream product due to their relatively mature technology and high conversion efficiency, with a market share of more than 80%. Thin film batteries have the characteristics of low cost, light weight, good light transmittance, good flexibility, and easy integration with building materials. They have significant application advantages in the field of building integration (BIPV).

CPV technology is an ideal technology for future large-scale photovoltaic power plants due to its high conversion efficiency, small land occupation, and good energy saving and emission reduction effects. In the crystalline silicon technology industry chain, investment opportunities mainly lie in equipment and auxiliary materials. We are optimistic about the growth and profitability of companies such as Tianlong Optoelectronics.

In the auxiliary material market segment of the silicon wafer cutting process, product supply exceeds demand and market concentration is high. Leading companies have made huge profits through large-scale capacity expansion, and investment opportunities have emerged. We focus on companies such as Xinda New Materials and Hengxing Technology. In the battery and module manufacturing sector, companies are rapidly expanding their production capacity and market competition is intensifying. It is recommended to focus on large-scale and integrated leading companies. Haitong Group is a better investment target.

With the decline in polysilicon prices and the implementation of industry access rules, the gap in profitability among domestic companies will increase.

It is recommended to pay attention to companies with high cost control capabilities and low production energy consumption, such as CSG A and Silver Star Energy. In terms of thin film technology, with the promotion of building energy conservation and the introduction of user-side power generation and subsidy policies, BIPV faces huge development space, and thin film batteries will also usher in a second wave of rapid development.

China has brand and scale advantages in amorphous silicon thin film batteries. Amorphous silicon batteries are still the main direction for the development of thin film batteries in China. It is recommended to pay attention to the leading company Tuori New Energy.

The laboratory efficiency of CIGS cells has reached 20%, which is close to the laboratory efficiency of crystalline silicon cells. CIGS technology has attractive prospects and has become an investment highlight in thin-film batteries. Related listed companies include Vosges and Harbin Hi-Tech.

In terms of concentrating technology, CPV technology is an ideal technology for future large-scale photovoltaic power stations due to its high conversion efficiency, small land occupation, and good energy saving and emission reduction effects. As key technologies such as trackers mature, stability and reliability gradually improve, and power generation costs continue to decline, the ground application market of concentrator technology will face explosive growth opportunities, and photovoltaic power generation technology will become diversified.

At present, there are few market participants in concentrator technology, and companies such as Sanan Optoelectronics and Qianzhao Optoelectronics have first-mover advantages. The concentrator business is a hot spot for speculation in the company's stocks in the short term. In the next 2-3 years, with the completion and release of production capacity, it is expected to become a highlight of the company's growth.

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