EVA is an important auxiliary material for photovoltaic modules
About 12% of the cost of photovoltaic modules
▲ Source: Photovoltaic Industry Pass
With the rapid increase in photovoltaic module production capacity
China's EVA adhesive film has long been in short supply
EVA manufacturers have implemented expansion plans!
New EVA capacity is already on the way
Lianhong Xinke
Recently, Lianhong Xinke has made frequent moves in the field of EVA. On March 28, Lianhong Xinke announced that in order to implement the fundraising project "EVA Device Tube Tail Technology Upgrading project" and achieve the improvement of the production capacity and efficiency of the EVA device, the company's EVA device has stopped production since February 28 to implement technical upgrading and expansion transformation. The renovation was completed on March 25 as planned, and the EVA unit was successfully commissioned on March 27.
After the completion of the renovation, it is expected that the output of the company's main products such as EVA will increase year-on-year in 2022.
It is understood that Lianhong Xinke products mainly include EVA photovoltaic materials and cable materials, PP thin-wall injection molding special materials, special surfactants, etc. At present, the company's EVA production capacity is 100,000 tons / year, accounting for 10.24% of the total domestic EVA production capacity, and it is also one of the three enterprises in China that can produce photovoltaic grade EVA granules.
▲ Lianhong Xinke EVA plant completed the expansion and transformation and successfully started operation. Source: China Industry Daily
Silbon
It is understood that the second phase of the EVA project of Sierbang, a wholly-owned subsidiary of Oriental Shenghong, is progressing smoothly, of which 200,000 tons of tubular EVA production capacity is expected to be put into operation at the end of 2023 (mainly photovoltaic materials), which is expected to become a new growth pole for the company's high-quality development.
In 2021, the company achieved operating income of 51.641 billion yuan, an increase of 53.24% year-on-year; it is expected that the net profit attributable to the mother will be 4.523 billion yuan, an increase of 490.01% year-on-year. Last year, Sierbang completed the merger, and the EVA photovoltaic resin production capacity produced by Sierbang was stable at more than 200,000 tons / year, which became one of the important profit growth points of the company.
PV EVA, how big is the market demand?
Chinese EVA is mainly used for etc. With the adjustment of domestic industrial structure, the EVA industry has shown differentiated development.
Foam shoe materials and films belong to the traditional application field of EVA resin, the demand is close to saturation, and the proportion of consumption has shrunk.
At the same time, with the development of China, solar cells, coatings, wires and cables have become important application areas of EVA resin, and the demand has increased steadily.
As the core material of photovoltaic modules, encapsulant film can protect the cells while maximizing sunlight reaching the cells through the film and improving the power generation efficiency of photovoltaic modules. Photovoltaic encapsulant films need to ensure that solar modules have a 25-year service life.
At present, the packaging materials on the market are mainly and so on.
▲ Source: Haiyouwei
The production of photovoltaic grade EVA materials must cross the "three mountains", that is, high VA content, high melt finger, and high operational difficulty. Other performance indicators include crystal point, density, melting point, tensile strength, volume resistivity and so on. Photovoltaic EVA products have the characteristics of high light transmittance, ultraviolet resistance, anti-humidity and thermal yellowing, which directly determine the product quality and service life of photovoltaic modules.
At present, it seems that domestic EVA is mainly based on low-end materials, and EVA with high VA content still needs to be imported. From the perspective of product structure, the supply of high-end materials such as photovoltaics, coatings, hot melt adhesives, and solar films is still small, and mostly depends on imports. From the perspective of application development, there is good room for growth of EVA film and hot melt adhesive in the future.
Domestic EVA resin consumption is mainly concentrated in south China and east China economically developed areas.
The demand for EVA in South China is mostly concentrated in traditional industrial fields.
The demand for EVA in East China is mainly concentrated in high-tech industries such as solar photovoltaics, and with the support of future policies for the photovoltaic industry, the market size of high-end EVA products will be further expanded.
It is predicted that the annual growth rate of EVA particle demand during the "14th Five-Year Plan" period will reach 22%, maintaining a sustained growth trend. In the future, "carbon neutrality" will continue to advance, and there is still significant room for growth in demand for high-end EVA in the fields of photovoltaic film and wire and cable.
Solar cells, coatings, halogen-free flame retardant wires and cables, etc. make the high demand for EVA resin a clear track! In the next five years, the market supply and demand mismatch is serious, and EVA profit protection is strong.
The main manufacturer of photovoltaic film
At present, the import dependence of China's photovoltaic grade EVA resin is as high as 65%, and the supply shows a pattern of "EVA is not lacking, and photovoltaic grade EVA is in short supply". Therefore, other types of adhesive films, such as POE adhesive films, have also achieved rapid development.
So, what are the main manufacturers of photovoltaic film in China?
Foster
Founded in 2003, Hangzhou Foster Applied Materials Co., Ltd. is a high-tech enterprise focusing on the research and development, production and sales of new materials.
According to Foster's 2021 annual report, the total operating income was 12.858 billion yuan, an increase of 53.2% year-on-year. In 2021, the sales of photovoltaic film was 967.7984 million square meters, with an operating income of 11509.5921 million yuan, and the sales of photovoltaic backplanes was 68.2214 million square meters, with an operating income of 725.918 million yuan.
In the field of photovoltaic packaging, Foster has EVA film and POE film, as well as photovoltaic backplane, structural glue, edge banding glue and other businesses. At the end of 2020, the production capacity of adhesive film will reach 1.051 billion square meters, and in 2022, we will strive to add 300-400 million square meters, and its film market share will reach more than 50%.
Main products: photovoltaic packaging materials, PCB/FPC materials, battery electronic packaging materials, hot melt adhesive materials
Official website: https://www.firstpvm.com/
Swick
Jiangsu Swick New Materials Co., Ltd., formerly known as Shenzhen Swick Technology Co., Ltd., which was established in 2005, was relocated to Jintan District (Changzhou Base) in Changzhou City, Jiangsu Province in 2010, and put into operation at the end of 2020.
The annual production capacity of the two production bases has reached 600 million square meters, and the market share of photovoltaic film has reached about 13%.
After years of development, Swick has achieved excellent results in the field of photovoltaic packaging materials and battery soft pack packaging materials for digital products, new energy vehicles and energy storage, and its core business: anti-PID EVA film, white EVA film, pure PO film, co-extrusion PO film, reflective film, aluminum-plastic film and a series of products.
By the end of 2021, the company's cumulative shipments reached 200GW.
Source: Swick
Official website: http://www.sveck.com.cn/
Haiyou New Material
Shanghai Haiyouwei New Materials Co., Ltd. is a high-tech enterprise with thin film technology as the core, the company focuses on the research and development and manufacturing of new thin film materials, and has become one of the most important and influential packaging material suppliers in the solar photovoltaic module industry.
Main products: transparent EVA film, white EVA for component efficiency, second-generation POE film, PVDF fluorine film for backplane
▲ Source: Haiyouwei
In the field of solar photovoltaic module packaging materials industry, Hyoway is known for its strong R&D strength, leading technology and complete product range, and maintains a global leading position in high-quality EVA encapsulant films with anti-PID and anti-snail pattern for modules.
▲ White synergistic EVA film
The company's adhesive film includes transparent EVA film, white synergistic EVA film, POE film, etc., with a current market share of about 10%, which is at the forefront of the world. It is expected to expand production to 600 million square meters in 2022.
Official website: http://www.hiuv.net/
Sevu Technology
Suzhou Saiwu Application Technology Co., Ltd. was founded in 2011, mainly engaged in the research and development, production and sales of functional polymer materials in the form of films with adhesives as the core.
▲ Saiwu technology development process
In 2019, the cumulative shipment volume of Saiwu backplane exceeded 100GW, leading the world in shipments for 6 consecutive years, and leading in POE performance in the world. In 2021, the turnover of Saiwu Technology exceeded 3 billion yuan, and the growth rate was very fast. In the first quarter of 2022, the revenue of Saiwu solar encapsulant film was 443 million yuan, an increase of 128.66% year-on-year.
▲ Saiwu Technology Partner
At present, the company has EVA and POE film products, Saiwu Technology is the first successfully developed cross-linked POE film in China, the world's first non-overflowing white POE (patented), and its POE film has become the second largest supplier in market share.
Main products: photovoltaic backplane, photovoltaic film, various fire insulation tape, etc
Company official website: https://www.cybrid.com.cn/home.html
Lushan new material
Guangzhou Lushan New Materials Co., Ltd. was established in 1998 and has a number of production bases in Guangdong Province and Jiangsu Province.
Lushan New Materials products include functional polyolefin hot melt adhesive materials, solar cell encapsulation films, functional hot melt adhesive films, macromolecular compatibles, thermoplastic optical transparent adhesive films, etc., which are widely used in energy pipelines, solar energy, photoelectric displays, furniture/building materials, packaging, military, medical, consumer goods and other fields.
▲ Source: Lushan New Material
Lushan New Material CrystalLine Silicon Single Glass Module Encapsulant Film adopts special EVA resin and functional additives through melt extrusion to cast the film, which can adapt to a variety of packaging processes and high-standard module packaging needs, effectively reduce the cost of photovoltaic module packaging, and extend the service life of photovoltaic modules.
Company official website: http://www.cnlushan.com
Jiangxi Weike
Founded in 2020, Jiangxi Weike New Material Technology Co., Ltd. is a technology-based technology enterprise with solar film technology as the core, focusing on the research and development and manufacturing of photovoltaic film packaging materials, and leading products POE, EVA, EPE film.
It provides a cost-reducing and efficiency-increasing high-performance packaging solution for photovoltaic module packaging in the industry. In January 2020, the company invested in a new POE solar film project with an annual output of 300 million square meters.
Main products: thin film composite materials and photovoltaic supporting components, thin film composite materials and photovoltaic supporting components
Official website: http://jxwksolar.com/
Xiangbang Technology
Zhejiang Xiangbang Technology Co., Ltd. was established in 2006, the company has been committed to the research and development, production and sales of photovoltaic modules with encapsulant film, including EVA, POE, white film and other adhesive film products.
Products are exported to Europe, America, Southeast Asia, Africa and other regions. Especially in upgrading the product POE, seize the market opportunity.
Main products: EVA9100 series, EVA9110T/9120B series, EVA9220T/9220B series, 3M PO8000 series
Official website: http://www.sinopont.com/
Easy Climbing Materials
Suzhou Yisheng Optical Materials Co., Ltd. was established in 2016, with an annual production of 48 million m² photovoltaic backplanes. The company has set up an international R & D center, with a number of senior experts at home and abroad, a number of doctoral and master's R & D personnel, and with the Chinese Academy of Sciences and other research institutions and universities to establish cooperative relations.
Main products: photovoltaic backplane, backplane film, EVA, POE encapsulation film, TPU based film
Official website: http://www.easyup.com.cn/
Tianjin Caida
Tianjin Caida New Material Technology Co., Ltd. was established in 2010, is a collection of EVA glass film and solar cell encapsulation film research and development, production, sales in one of the high-tech enterprises.
The company focuses on the research and application of high-end EVA adhesive film, including high permeability solar film, black solar film, and solar film for flexible modules.
Main products: EVA encapsulation film, PVG outdoor ultra-transparent series film, PED-T dimming glass special film, PED-Y shower room glass special film, etc
Official website: http://www.caida-tech.com/
Guangdong Baojun
Guangzhou Baojun Plastic Technology Co., Ltd. was established in 2008, is a professional engaged in solar cell encapsulant film research and development, production and sales of high-tech enterprises.
Main products: high-performance fibers and composite materials, high-performance sealing materials, functional glass and new optical materials, new film materials
Company official website: www.baojunglass.com
Zhengxin Optoelectronics
Zhejiang Zhengxin Optoelectronics Technology Co., Ltd. was established in 2010, specializing in photovoltaic EVA film, solar high permeability EVA film, photovoltaic module packaging materials and other polymer and composite new materials research and development, production, sales and service.
Main products: solar module encapsulation EVA film, laminated glass EVA film, portable solar module
Official website: http://www.zxsolar.com/
Zhuji City Maple Plastic
Zhuji Fenghua Plastic Technology Co., Ltd. is the first professional manufacturer of EVA solar cell film in China, and its products are developed according to the DuPont solar cell encapsulation film in the United States.
Maintain good technical cooperation with Shanghai Jiaotong University, Xi'an Jiaotong University and many domestic scientific research institutions. The company has passed ISO9001:2000 quality system certification in 2001, the performance meets the TUV and IEC test requirements, with 1100CM, 2200CM production line.
The above is part of China's production of photovoltaic film enterprise introduction, the information mainly from the company's official website, etc., if there is an omission, welcome to leave a message to supplement.
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(The materials are from: China Chemical Information Weekly, Aibang Polymer, Photovoltaic Industry Pass, China Industry News, Plastic Vision, etc., comprehensively sorted by CHINAPLAS International Rubber and Plastics Exhibition, please indicate when reprinting.) ）