Zhonghuan shares tracking comments: photovoltaic silicon wafers: G12 capacity to accelerate the discharge, large size + thin flakes + N type comprehensive lead: the current 210 silicon wafer yield rate of more than 97%, December 21

Central Shares Tracking Reviews:

Photovoltaic wafers:

G12 production capacity to accelerate the discharge, large size + thin sheet + N type comprehensively leading: the current 210 silicon wafer yield rate of more than 97%, at the end of December 21, 2020 fully switched to 160μm, and launched 150μm products; N-type silicon wafer market share first. It is expected that by the end of 2022, the company's total production capacity will reach 135GW, of which 210 will exceed 110GW, and the company is expected to grow into the first in both shipments and profitability.

Semiconductor wafers:

The leading process accelerates the breakthrough, the full range of production capacity expands rapidly, and the compound growth rate of the revenue side is expected to exceed 50% in the next 3 years. By the end of 2021, the company's 12-inch/8-inch/4-6-inch semiconductor wafer production capacity will reach 17/75/500,000 pieces/month, and it is expected to reach 32/100/1 million pieces/month by the end of 2022. The company's 12-inch products are in the incremental and breakthrough period, and more than 28nm products have been successfully verified by many customers and entered the incremental stage.