Summary of JA Solar Technology (002459) Silver Powder Project Information

Based on my comprehensive search,

. The relevant information found is summarized as follows:

JA Solar Technology (Stock Code: 002459) is a world-leading provider of photovoltaic power generation solutions, with its main business covering a vertically integrated entire industry chain including silicon wafers, cells, modules, photovoltaic power stations, etc.[1]

As can be seen from public information, JA Solar Technology has silver paste-related operations in cell production:

• Silver Paste Consumption Optimization
  : In 2024, JA Solar Technology effectively reduced silver paste consumption in cell production from 150 mg per piece (mg/pcs) at the beginning of the year to 85 mg per piece (mg/pcs) at the end of the year, and also reduced the usage of organic solvents and glass frits[2].

JA Solar Technology has a New Materials Division, whose products include photovoltaic module-related materials such as pastes, junction boxes, graphite products, encapsulant films, energy storage products, silicone, etc.[1]

JA Solar Technology has set strategic circular economy targets:

• 2025 Target
  : Reduce the silver paste consumption per watt for n-type cells by 40% in 2025 compared to 2020[2]

From an industry perspective, silver powder is the main raw material for photovoltaic silver paste, accounting for more than 85% of the cost of silver paste[3]. Leading photovoltaic silver paste enterprises are actively laying out the silver powder sector to address the domestic silver powder supply gap.

Currently,

. JA Solar Technology currently primarily procures silver powder raw materials through purchasing, and continuously optimizes silver paste usage efficiency during production. To obtain more detailed information on the silver powder project, it is recommended to:

1. Follow JA Solar Technology’s official announcements and periodic reports
2. Consult the company’s Investor Relations Department
3. Review announcements disclosed by listed companies on the Shenzhen Stock Exchange

[1] JA Solar Technology 2024 Sustainability and ESG Report
[2] JA Solar Technology 2024 Task Force on Nature-related Financial Disclosures (TNFD) Report
[3] Photovoltaic Industry Research Report