Analysis of Missing Capacity Utilization Data for JA Solar's Silver Powder Production Lines

After a comprehensive search, I was unable to find specific data on the capacity utilization rate of JA Solar’s silver powder production lines. This may be due to the following reasons:

JA Solar (Stock Code: 002459.SZ) is a world-leading provider of photovoltaic power generation solutions, whose core business is the [1]. The company’s vertically integrated industrial chain layout covers links such as silicon wafers, cells, and modules[2].

Silver powder is the core raw material of photovoltaic silver paste, mainly used in the production of front-side silver paste. According to industry data, the photovoltaic silver powder market is mainly monopolized by overseas manufacturers such as Japan’s DOWA and the US’s AMES, while domestic silver powder manufacturers include Suzhou Simeite, Shandong Jianbang, Ningbo Jingxin, etc.[3].

Currently, enterprises focusing on silver paste and silver powder businesses mainly include:

• Joho Technology (688503)
  : Acquired Jiangsu Lianyin, and laid out a kiloton-level electronic-grade silver powder production line. Its monthly silver powder capacity is expected to reach 30-40 tons in 2024[4]
• DK Electronic Materials
  : Plans to build a high-performance electronic material production line with an annual output of 5,000 tons of silver nitrate and 1,800 tons of metal powder[4]
• Suzhou Good-Ark
  : Engages in the photovoltaic silver paste business through its subsidiary Jingyin New Materials[3]

As a global leader in photovoltaic module manufacturing, JA Solar is positioned in the mid-stream of the industrial chain, serving as a of silver paste products, rather than a producer of silver powder or silver paste[3].

If you need to obtain information on the capacity utilization rate of silver powder or silver paste production enterprises, it is recommended to pay attention to:

• Joho Technology (688503)
• DK Electronic Materials (300842)
• Suzhou Good-Ark (002079)

These companies have more in-depth layouts and publicly available capacity data in the silver paste and silver powder sectors.

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[1] JA Solar Official Website - Company Introduction
[2] JA Solar 2024 Nature-Related Financial Information Disclosure Report
[3] In-Depth Report on the Photovoltaic Silver Paste Industry
[4] Leading Photovoltaic Silver Paste Enterprises Benefit from N-Type Iteration + Upstream Layout for Cost Reduction