Four of the five major power generation customers are TOPCon s new army, Runma Solar is vigorous !

Mondo Finance Updated on 2024-02-01

The tide of N-type technology replacing P-type technology is sweeping, and the market is showing a pattern of hundreds of boats competing for thousands of sails and striving to move forward bravely. Not only JinkoSolar, JA Solar, LONGi Green Energy, Trina Solar and other leading manufacturers have deepened the layout of n-type technology, but second- and third-tier manufacturers have accelerated their influx into this industrial outlet, and demonstrated the "vigorous" side of latecomers.

In the TOPCon link, the average mass production conversion efficiency of TOPCon photovoltaic cells reached 261%, Daheng Energy refreshed 26After the world record of 50% mass production conversion efficiency, the test efficiency of Yingfa Ruineng bifacial cell was refreshed by 26 after being tested by the China National Accreditation Service for Conformity Assessment (CNAS).61% record. The above-mentioned industry cutting-edge conversion efficiency has overcome obstacles, riding the wind and waves, and the new TOPCON army is taking light as a horse to attack the city.

It is the only manufacturer in the photovoltaic industry that has horses and lights in its name-Runma Solar Group. In addition, the product name of Runma Solar also takes "horse" as the totem, and two of the company's four series of products, "Tianma series", "Dream Horse series", "Galaxy series" and "Xinghai series", are the word "horse".

When it comes to Runma Solar, it may not be obvious among many solar cell and photovoltaic module manufacturers. However, under the influence of the "14th Five-Year Plan" photovoltaic installation tide, this second-tier module manufacturer has performed remarkably and continues to go out of the circle.

According to the official website, Runma Solar Group was established in 2018 and has three production bases in Jinhua, Zhejiang, Dongying, Shandong and Kunshan, Jiangsu, with business in more than 30 countries and regions around the world. In the past five years since its establishment, it has successively won customers such as State Power Investment Corporation, National Energy, China Huaneng, China Electronics Technology, China Aneng, China Power Construction, China Energy Construction, Datang Group, China National Nuclear Corporation, China Minmetals, China Resources Power and so on.

"Grassroots PV" noted that the 11 major customers that have reached cooperation with Runma Solar Group are all central enterprises, covering 4 of the five major power generation groups, as well as the "two constructions" represented by China Power Construction and China Energy Construction, as well as the China National Nuclear Group with "Nanbowan" among the 98 central enterprises, indicating that Runma Solar's products are trusted by central enterprises and have won stable customers and orders.

According to the introduction of the "Runma History" column, Runma Solar can be regarded as an "old fritter" in the photovoltaic industry. As early as 2007, the company was established, the initial stage of the layout of the chemical industry, in 2008 began to set foot in photovoltaics, in 2010 into the silicon wafer **. After 11 years of precipitation and observation, Runma Solar was established in 2018 and fully involved in photovoltaics, and the Shandong base was put into operation in the same year. Since the beginning of 2008, Runma Solar has 16 years of industry experience, and belongs to the "veteran" type with a stable style.

In 2023, Runma Solar increased its deployment of N-type technology, and successively put into operation Jinhua 3GW N-type TOPCON module and 8GW N-type TOPCON cell projects during the year, with the commissioning dates of October 25, 2023 and November 17, 2023, respectively. The Jinhua base plans to invest a total of 11.2 billion yuan to build 20GW TOPCon cells and 8GW modules in two phases, and the first phase will achieve an annual output of 8GW TOPCon cells and 3GW modules. This means that Runma still has 12GW TOPCON batteries and 5GW modules to be built in the future.

Li Deping, Chairman of Runma Solar Group

According to public information, Runma Solar's cell production capacity was 3GW and module production capacity was 2GW, which is expected to be PERC capacity. After the Jinhua base is put into operation, Runma will form an 11GW cell and 5GW module production capacity. Among them, advanced n-type batteries accounted for 7272%, and advanced n-type modules accounted for 60%. The "burden" of PERC production capacity is small, so that Runma will have more N-shaped expansion space in the future.

The company not only frequently participates in well-known photovoltaic stations at home and abroad, "going to sea" to broaden the market, but also holds distributed photovoltaic forums in Hunan and Fujian to increase the business expansion of the domestic distributed photovoltaic market.

The guests visited Runma Solar Jinhua Base (**Runma Solar official website).

At the same time, Runma Solar Group began to implement the transformation of brand building in 2020, and has achieved good results in the past three years. On the eve of the 2023 Shanghai SNC Photovoltaic Exhibition, the high-speed rail train named by Runma Solar started its first journey from Shanghai Hongqiao High-speed Railway Station.

High-speed rail and photovoltaic are the business cards of China's manufacturing "going global", shouldering the mission of "Made in China" and national brands to connect the world, and the combination of the two is a mutual achievement. Runma Solar has become another photovoltaic company with the title of high-speed rail, following Trina Solar, LONGi Green Energy, JA Solar, Tongwei Co., Ltd., Jinko Solar, Risen Energy, Yiyi New Energy, Skyworth Solar, Huawei Smart PV and Sungrow.

For example, LONGi Green Energy has Li Zhenguo, Zhong Baoshen, and Li Chunan "Three Musketeers" in charge, Trina Solar has Gao Jifan in command of Qiankun Ruoding, a new energy has Liu Yong in the strategic, and the relatively young Runma Solar has young chairman Li Deping at the helm.

Compared with many photovoltaic tycoons, Li Deping's qualifications are not outstanding, and his work history cannot even be found on the Internet, and he is rarely seen in newspapers. Therefore, only limited information can be learned from industrial and commercial materials.

Aiqicha shows that the main personnel of Runma Solar Group are Li Deping and He Dan, who each hold 71 of the company1711% and 1779,278% shares. In addition, the third largest shareholder and the executive partner of the sixth largest shareholder, Junhan Enterprise, are Li Deping.

With light as a horse, we can move the future. The first to enter the N-type TOPCON track, four of the five major power generation customers, Runma Solar under the new era of "14th Five-Year Plan" double carbon is accumulating thick and waiting to be thin, spraying thin and waiting to come out! (Grassroots PV).

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