The concentrated place of Henan photovoltaic wafer cutting auxiliary materials enterprises

Guohai Securities recommended the photovoltaic auxiliary material production enterprises in Henan Province based on geographical considerations.
According to the report issued by the brokerage firm, the Zhengzhou Abrasives Grinding Research Institute was established in 1958. The talents and technology from the “Sanmao” Research Institute laid the foundation for Henan to become the main abrasive abrasive production base. Under the guidance of the development of strategic emerging industries, a number of abrasive enterprises that are actively upgrading to new energy fields have emerged in Henan. At the same time, as the main body of the Central Plains Economic Zone, Henan has convenient transportation, obvious labor advantages, and has certain geographical advantages. It is gradually becoming a concentrated place for photovoltaic wafer cutting auxiliary materials enterprises.
In the excipients, the diamond wire has a large imagination space. According to the report, diamond wire technology has the advantages of fast cutting speed and environmental protection. However, due to the large wire diameter, the utilization rate of silicon material is not high, and the overall cost of the auxiliary material under the diamond wire technology is still high, and it has no economic advantage. We have determined that it may be the first to break through the market for silicon ingots and sapphire cutting. With the development and mass production of polycrystalline PCD composite sheets and diamond cutting lines, the industrial chain of synthetic diamonds has been lengthened as a whole, and the application fields have expanded from building materials and machinery to mining, electronics, photovoltaics and LEDs. The mature industry has ushered in the second spring. The whirlwind of the Yellow River dig deep into the middle and lower reaches and become a pioneer in new materials. Yu Diamond has significantly expanded its production capacity and seized the opportunity of the Diamond Line.
The silicon carbide micropowder has high requirements on the particle size, particle shape and chemical composition of the product, and the production equipment belongs to non-standard equipment, which has certain barriers to entry, and the industry presents an oligopoly situation. Xindaxin Materials integrates upstream raw material resources, leads the domestic offline waste mortar recycling and utilization, and is committed to the research and development of ultra-fine silicon carbide micropowder and silicon powder recycling.
Super fine steel wire re-enacts the import substitution story. Guohai Securities said: Before 2010, Belgium's Belcate is a monopoly supplier of global photovoltaic superfine cutting wire. With the improvement of the quality of domestic steel wire and the drop rate, the import substitution is expected to accelerate. Stellar Technology has signed sales contracts with Artes, Shanghai Chaori, Anyang Phoenix Photovoltaic Technology and Jiangxi LDK LDK, with a total weight of approximately 7,664 tons, making it a pioneer in the industry.

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