Arda Kristaporyan

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
www.jinkosolar.com
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
2
Tarihçe
Successful IPO and listed in NYSE
German Office & USA Office
launched
Jinko Solar Co., Ltd.
established
200
6
200
7
Launch of ingot
manufacturing
200
8
200
9
201
0
Acquisition of Sun Valley
(cell & module manufacturer)
Operation of the 1st fully automated
PV
module NPC production
line in China
201
1
Sponsorship of Valencia C.
F., San Francisco 49ers,
Germany DFB stadium
201
2
1 GW Capacity reached
Swiss & Italian Office
launched
Beijing Office launched
201
3
Japanese Office
launched
3
Global

Ontario office
(Canada)

JinkoSolar GmbH Est. April
1, 2010

European
Warehouse
s


JinkoSolar (U.S.)
Est. Aug 2010

Headquartered in
San Francisco
Portuguese
Factory



Swiss Office
Est. Sept.2011


 Beijing office
Zhejiang and Jiangxi
 Global
factory Sales & Mkt.center

Bologna Office
(Italy)

Brazil Office

Chile Office

India office
in Shanghai

Guangzhou office

Thailand office (in
process)
Singapore office
(APAC HQ)
South African
factory
•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
www.jinkosolar.com
Tokyo & Osaka office
(Japan)

Queensland Office
(Australia)
4
Kapasite ve Tedarik
Capacity（MW）
2,400
2,200
2,000
1,800
1,600
1,400
1,200
1,000
800
600
400
200
0
Module Shipment（MW）
2,000
1,200
600
300
150 150
2010
2011
Wafer
2012
Cell
2013
Module
 Aralık 2013 itibari ile, wafer, hücre ve panel üretim
kapasitesi her biri yıllık 2.000MW
www.jinkosolar.com
2,100
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
15.8
63.3
2Q12
26.6
28.6
3Q12
252.3
24.3
25.3
4Q12
Wafer
34.0
30.8
25.4
1Q13
18.1
18.7
11.1
2Q13
10.9
3Q13
Cell
34.6
45.7
7.3
4Q13
92.1
54.1
1Q14
2Q14
Module
 2014 2.çeyrek 659.5MW ürün satışı, bunların 570.8MW
panel
5
Çeyrek bazlı Finansal Rapor
Quarterly Total Revenue and Shipments
518.9
489.2
659.5
581.2
586.3
Gross Profit and Gross Margin
24.7%
$89.3
17.7% 22.3%
$71.5
24.0%
22.6%
$88.7
$77.7
$50.8
$287.6
2Q 13
$320.7
$361.4
3Q 13
4Q 13
Revenues (US$ mln)
$323.9
$392.1
1Q 14
2Q 14
12.40%
3Q 13
12.00%
10.10%
1Q 14
2Q 14
Net Income/Loss, Net Margin and Diluted EPS
10.30%
2.80%
$43.3
$39.9
4Q 13
Gross Profit (US$ mln )
Operating Profit and Operating Margin
8.80%
2Q 13
Total Shipments (MW)
5.30%
7.50%
0.50% 5.69%
$27.1
$40.6
$22.3
$32.7
$16.9
$25.4
$8.0
2Q 13
2Q 13
3Q 13
4Q 13
Operating Profit (US$ mln)
www.jinkosolar.com
1Q 14
2Q 14
Operating Margin
$0.36
3Q 13
$0.72
Net Income
4Q 13
$1.5
1Q 14
2Q 14
$0.96 ($0.20) $0.16
Net Ma rgin
Diluted EP S
6
Sürdürülebilir Büyüme
Industry Average Gross Margin(Q1/11- Q2/13)
Gross margin Comparison of Tier 1 Players
JKS Performance in Stock Market (Mar 2013- Mar 2014)
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%
Trina
15.4%
20.6%
15.1%
15.2%
11.6
%
Highlights


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
Anti
Reflection
kaplama
Hücre
PID ANA
SEBEPLER
Sıcaklık, Nem
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
www.jinkosolar.com
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
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%
18,5%
18,4%18,4%
18,2%18,3%
18,1%
17,8%18,0%
17,6%
17,0%
Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
2012 2013 2013 2013 2013 2014 2014 2014 2014
Polycrystalline Module Output Power
285
280
275
270
265
260
255
280W
265W
Dec.2012
270W
Dec.2013
Dec.2014
21
21
Üretim Bandı
Monocrystalline Module
Mono
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
Cell
Dimensions
125mm x 125mm
60 cell
72 cell
156mm x 156mm
Polycrystalline Module (Eagle Series)
Poly
www.jinkosolar.com
Power
250W
255W
260W
Efficiency
15.3%
15.6%
16.0%
270W
(Eagle II)
16.45%
300W
305W
310W
15.5%
15.7%
16.0%
No. of cells
60 cell
72 cell
Cell
Dimensions
156mm x 156mm
156mm x 156mm
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 156/2busbar
www.jinkosolar.com
19 pseudo-mono 156/3-
24
Teknoloji Haritası
25
Gölgelenme & Hot Spot
www.jinkosolar.com
26
Yeni teknolojiler  Smart Module
Yeni: Smart Module
•
•
•
•
•
•
•
•
www.jinkosolar.com
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
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
Panel Optimizers
Conventional Panel
Jinko’s smart module
Optimizer
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 1st 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
Yingli
Trina
Hanwha
Suntech
Kyocera
CanadianSolar
Sharp
1112
1095
1083
1064
1054
1022
1013
1001
900
www.jinkosolar.com
950
1000
1050
1100
1150
46
Sertifikalarımız
www.jinkosolar.com
TÜV IEC 61730
TÜV IEC 61215
UL-CANADA
UL-USA
CSA
MCS
VDE
CE
ISO 14001: 2004
ISO 9001:2008
Anti-PID
Anti-Ammonia
47
Ürün sertifikaları
TUV
IEC61215
TUV
IEC61730
UL-1000V
UL-600V
ETL
MCS
JET
www.jinkosolar.com
CE
48
Sertifikalarımız
PID
AMMONIA RESISTANCE
SALT MIST RESISTANCE
DUST AND SAND
IEC62716
IEC61701
IEC60068-2-68
www.jinkosolar.com
60℃/85% RH, -1000V
IEC62804
85℃/85% RH -1000V is
guaranteed in lab level
49
Sertifikalarımız
Thermal Broken interconnect / Kırık bağlantı noktaları
Cycle
Test / Isıl Broken cells / Kırık hücre
Döngü
Testi
JB adhesion / JB yapışma
85°C / 40°C
www.jinkosolar.com
Module open circuit. Potential arcing / Açık
devre arc
50
Sertifikalarımız
Damp
Heat
Test /
Yaş
Sıcaklık
Testi
85°C,
85% RH
www.jinkosolar.com
Corrosion / Paslanma
Delamination / Delaminasyon
JB adhesion / JB yapışma
EVA adhesion / EVA yapışma
51
Garanti & Sigorta
PowerGuard provides quality
assurance
%
2.5
%/year
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
www.jinkosolar.com
Eğer ikiside olmazsa
sigortacının taşıyıcı firması
devreye girer
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
484kW 卢森堡仓储中心屋顶
484kW Luxembourg
5 MW Bulgaria
www.jinkosolar.com
2.84 MW, Photon Technology center，
Germany
900kW Roof of Desalination plant,
Spain
20 MW Ukraine
太阳能高铁, 比利时
1 MW Czech Republic
660kW, Switzerland
57
57
Projeler Amerika
6.4 MW North Carolina, America
300kW Colorado America
900kW Maryland, America
150 kW Minnesota，America
太阳能高铁, 比利时
3.25kW ，Mexico
30 kW Salvador
3 kW Monterey, Mexico
3.5kW,Guadalajara, Mexico
www.jinkosolar.com
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
28.5kW Fukuoka ，Japan
www.jinkosolar.com
59
59
Projeler Afrika
60kW Holt, Australia
90kW ，Australia
1 MW Limpopo, South Africa
www.jinkosolar.com
24kW Victoria，Australia
90kW Victoria，Australia
10kW Newcastle，Australia
115 MW, South Africa
1 MW 地面电站 ，捷克
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
www.jinkosolar.com
115 MW, South Africa
1 MW 地面电站 ，捷克
61
61
Tracking sistemler
62
Tracking sistemler
63
Temizlik
64
Arda Kristaporyan
[email protected]
Türkiye Satış Müdürü
www.jinkosolar.com