TCL中环以产品创新驱动光伏升级,实力赋能印度能源转型利好

2026-10-29 10:08:04
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问财摘要

1、印度REI可再生能源展在大诺伊达印度展览中心开幕。TCL中环在展会上集中展示了高效硅片、TCL Solar光伏组件及BlueArk系列储能产品。
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当地时间10月22日,印度REI可再生能源(850101)展(Renewable Energy(ELPC) India Expo)在大诺伊达印度展览中心开幕。作为南亚地区重要的新能源(850101)行业展会之一,本届展会吸引了来自全球的新能源(850101)企业及产业链客商参展。TCL中环(002129)在H16-A275展位集中展示了高效硅片、TCL Solar光伏组件及BlueArk系列储能(885921)产品,覆盖光伏制造、发电应用及储能(885921)等多个环节。

The Renewable Energy(ELPC) India Expo(REI)opened on October22at the India Expo Centre in Greater Noida.As one of South Asia's major renewable Energy(ELPC) industry events,this year's exhibition has attracted companies and industry professionals from around the world.At Booth H16-A275,TCL Zhonghuan showcases a full lineup of high-performance solar products,including high-efficiency silicon wafers,TCL Solar PV modules,and BlueArk Energy(ELPC) storage solutions.

近年来,印度光伏产业持续发展,本土电池及组件制造产能不断扩张,大型地面电站、工商业分布式及户用光伏等应用场景对上游材料和终端产品提出了多样化需求。同时,当地部分地区长期面临高温、沙尘等气候条件,沿海区域还需考虑盐雾环境的影响,对光伏产品的电学性能、机械可靠性及环境适应能力提出了更高要求。针对不同市场需求,TCL中环(002129)本次展出X系列高效硅片及差异化产品矩阵,并携TCL Solar光伏组件和BlueArk系列储能(885921)产品参展,呈现从光伏上游材料到发电及储能(885921)应用的产品布局。

India's PV industry has continued to expand in recent years,with domestic solar cell and module manufacturing capacity growing steadily.Demand from utility-scale solar plants,C&I distributed generation,and residential rooftop installations is driving diverse requirements for upstream materials and end products.Meanwhile,high temperatures and dust in some regions,along with salt-laden coastal environments,place greater demands on the electrical performance,mechanical reliability,and environmental adaptability of PV products.In response to these varied market needs,TCL Zhonghuan is presenting its X-series high-efficiency silicon wafers,alongside TCL Solar PV modules and BlueArk Energy(ELPC) storage products,showcasing solutions spanning upstream PV materials through power generation and Energy(ELPC) storage.

X系列硅片:聚焦高效电池制造需求

X系列硅片是本次展出的重磅产品之一。该系列产品通过晶体生长及相关工艺优化,着力控制杂质含量、改善材料性能,为下游高效电池制造提供材料支持。

The X-series wafers are among the key highlights of the portfolio.Through optimizations in crystal growth and related manufacturing processes,the series is designed to control impurity levels and improve material properties,supporting downstream high-efficiency solar cell manufacturing.

硅片的电学性能与机械可靠性会直接影响下游电池的制造表现及成品良率,也是电池企业进行材料选型时的重要考量因素。针对印度市场对光伏发电效率及项目经济性的关注,X系列硅片可适配TOPCon、HJT、xBC等主流高效电池技术路线,为下游电池企业开展工艺优化和产品性能提升提供选择。

Wafer electrical properties and mechanical reliability directly affect cell manufacturing performance and finished-product yields,making them important considerations in material selection.With India's market increasingly focused on power generation efficiency and project economics,X-series wafers are compatible with mainstream high-efficiency cell technologies,including TOPCon,HJT and xBC,offering cell manufacturers additional options for process optimization and performance improvement.

TCL Solar光伏组件:面向多元化应用场景

本次展会上,TCL Solar展出T5Pro与C2两款光伏组件,展示其在不同应用场景下的产品技术路线与设计特点。

At the exhibition,TCL Solar showcases two PV modules,the T5Pro and C2series,demonstrating different technology approaches and design features for a range of applications.

T5Pro采用三分片高密度封装技术。在遮挡场景下,其发电量较常规半片组件提升17%,温度系数为-0.26%/℃。上述设计有助于改善组件在局部遮挡及高温环境下的发电表现,为高温、多变气候条件下的光伏项目提供产品选择。针对印度不同地区的气候特点及项目需求,组件的温度特性、遮挡表现与环境适应能力,也是客户评估系统发电表现时的重要参考因素。

The T5Pro features high-density encapsulation technology with a three-section cell design.Under shading conditions,it delivers17%higher power generation than conventional half-cut modules and has a temperature coefficient of-0.26%/°C.These design features help improve Energy(ELPC) yield under partial shading and high-temperature conditions,making the module an option for PV projects in hot and variable climates.Temperature performance,shading tolerance,and environmental adaptability are important considerations for customers evaluating system performance across India's diverse climate zones.

TCL Solar C2组件采用背接触(BC)技术与无间隙设计,通过优化电池片布局提升组件有效发电面积,并兼顾弱光发电、抗遮挡、低衰减及外观设计等特点。相关设计有助于降低组件应用过程中的微裂纹风险,并从发电表现、产品可靠性及系统运行成本等维度,为户用屋顶、工商业分布式及大型地面电站等场景提供产品选择。

The TCL Solar C2module adopts back-contact(BC)technology and a zero-gap design.Its optimized cell layout increases the effective power-generating area while offering low-light performance,shading tolerance,low degradation,and a refined appearance.These design features also help reduce the risk of microcracks during module use.By addressing Energy(ELPC) yield,product reliability,and system operating costs,the module provides an option for residential rooftops,C&I distributed generation,and utility solar plants.

在技术布局方面,TCL Solar持续推进BC与TOPCon两条技术路线的发展,依托原生BC技术、专用硅片及相关产业链布局,为产品研发与制造协同提供支撑。通过不同技术路线与组件产品的组合,TCL Solar面向印度市场及应用场景的需求,持续推进产品开发与应用适配,为客户开展项目方案设计和产品选型提供支持。

TCL Solar continues to advance both BC and TOPCon technologies.Its native BC technology,dedicated wafer supply,and broader value-chain capabilities support coordinated product development and manufacturing.By combining different technologies and module designs,TCL Solar continues to develop products suited to the needs and applications of the Indian market,helping customers evaluate product options and develop project solutions.

BlueArk储能:覆盖户用、微网及工商业应用

印度不同地区在电网条件、用电需求及能源(850101)基础设施方面存在差异,也带来了多样化的储能(885921)应用需求。本次展会上,同时展示了TCL BlueArk系列储能(885921)产品,覆盖户用小微、微网离网及工商业三大应用场景。

Differences in grid conditions,electricity demand,and Energy(ELPC) infrastructure across India create a wide range of Energy(ELPC) storage requirements.Meanwhile,the TCL BlueArk series is also at display,which covers three major application segments:residential and small-scale commercial use,off-grid and microgrid systems,and C&I applications.

其中,BlueArk X1采用一体化设计,面向家庭及小微商户等用电场景;BlueArk X5支持光伏与柴油发电机协同运行,可用于偏远地区及中小型园区等供电场景;BlueArk W10采用液冷技术,并结合AI主动预警功能,面向工商业用户的能源(850101)管理与供电需求。不同产品针对用电规模、运行环境及应用方式进行配置,为家庭、商户及工商业用户提供差异化的储能(885921)选择。

The BlueArk X1features an integrated design for residential users and small businesses.The BlueArk X5supports coordinated operation with PV systems and diesel generators,making it suitable for power supply in remote areas and small-to medium-sized industrial parks.The BlueArk W10uses liquid-cooling technology and AI-powered early-warning capabilities to address the Energy(ELPC) management and power supply needs of C&I users.Each product is configured for different power requirements,operating environments,and application scenarios,offering tailored storage options for households,businesses,and industrial and commercial users.

通过覆盖多类应用场景的产品布局,BlueArk系列储能(885921)产品可与光伏发电系统形成互补,为用户提升能源(850101)利用效率、优化用电成本及应对供电波动提供支持。围绕产品配置、运行需求及本地化应用条件,公司借助展会平台与产业链客户开展交流,进一步了解当地储能(885921)市场的实际需求。

By serving a broad range of applications,the BlueArk series complements solar power generation,helping users improve Energy(ELPC) utilization,optimize electricity costs,and manage fluctuations in power supply.Through engagement with industry partners at the exhibition,the company is also gathering insights into local Energy(ELPC) storage requirements,product configurations,and application conditions.

深化产业链交流,关注印度光储市场发展机遇

随着全球能源(850101)转型持续推进,印度光伏产业在制造能力建设与市场应用拓展方面迎来新的发展机遇,上游材料的技术创新与产业链协同也将成为推动行业高质量发展的重要因素。TCL中环(002129)将持续推进硅片技术创新与产品迭代,深化与产业链上下游的技术交流及业务合作,为全球能源(850101)结构转型与绿色低碳发展贡献力量。

As the global energy transition(ETSS) advances,India's PV industry is seeing new opportunities in both manufacturing capacity development and market expansion.Innovation in upstream materials and stronger value-chain collaboration will also play an important role in supporting the industry's long-term development.TCL Zhonghuan will continue to advance silicon wafer technology and product innovation while deepening technical exchanges and business collaboration with partners across the PV value chain,contributing to the global energy transition(ETSS) and a more sustainable,low-carbon future.

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