Talesun Company Presentation 3.6.pdf

Talesun Solar Company Presentation

TAL E S U N MAKE IT HAPPEN.

01

Briefing Intro. ABOUT ZHONGLI TALESUN

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ZHONGLI GROUP

Four Segments

Energy Storage

Photovoltaic

30 Founded in 1988

Y E A R

Optional Fiber

High-end Electronics

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TALESUN SOLAR

Four Segments

Established in

Solar Cell

Solar Module

2010 Registered Capital

850Million USD

Project Development

EPC Service

Global Renewable Enterprise

TOP 50

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Key Milestones • Zhongli Group listed on stock exchange

• Project development & EPC activities

• China TOP10 Solar EPC

• Tier1 PV module supplier by BNEF

• TOP10 shipment module

• China TOP50 Most Innovative Solar

Enterprise • Completed 100 MW PV

supplier by PVTECH and

Enterprise

Pvinfo link

• 3rd ranking in TOP20 China PV Power

power plant

Plant Investment Enterprise

2009

2011 2010 • Talesun Solar stablished

2012

2016 & 2017 2015 • Thailand factory in operation

• China TOP10 Solar Cell / Module Enterprise

2019 2018 • Cooperate with Argentina Government on 300 MW ONE BELT ONE ROAD project • TOP10 Innovation Role Module For China three rural issues

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Global Footprint, Globalized Operation Switzerland

France

Italy

UK

Amsterdam, The Netherlands

Canada ·

Munich, Germany Sophia Antipolis, France ·

San Jose, USA

· USA

Milan, Italy

Zurich, Swiss Istanbul, Turkey

Tokyo, Japan

Korea ·

Fukuoka, Japan

UAE ·

HQ Suzhou, China

Spain

· Mexico

·

New Delhi, India

Portugal

· Indi a

Bangkok, Thailand

Hongkong, China

· Philippines Shanghai, China

Ningxia, China · Brazil Sao Paulo, Brazil Production Base Branch

·

Chile ·

· South Africa · Argentina

Australia · · New Zealand

Sales office

Module

Employee

Grid-tied

Client

12+ GW

10000+

1.5 GW

50+ Countries

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TALESUN PRODUCTION

Flexible Module Production Capacity

8 GW module PERC Mono 2-2.2 GW

7.5 GW cell Bifacial 850 MW

Flexible Capacity 3 GW

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TALESUN GLOBAL MARKET

Supply of Modules Tracking Global Shipment Profile in 2018

4% 3%

Talesun has been a top-10 supplier to the largest utility market globally in recent years (China)

3% 44%

28%

Europe, India & the US remain strong markets for Talesun modules

Growth is now also coming from Southeast Asia, MEA, and LATAM countries

18% China

India

Europe

USA

MEA

others

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02

Diversified Products PV WHOLE INDUSTRY CHAIN

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TALESUN INNOVATIVE PRODUCT

For Diversified Needs

Light Weight

Feather Series

Half-cut Cell

Bistar Series

POLY

Pipro Series

MONO

Hipro Series

Bifacial Cell

Bipro Series

Dual Glass

Twinkle Series

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Bistar

•

Half-cut cell technology

•

Lower energy output loss with new circuit

•

Better architecture design

•

Lower BOS

Bipro

•

Bifacial PERC cell technology

•

Backside power gain up to 25%

•

Compatible with major tracker systems

•

Best choice for harsh environments

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Twinkle

•

More durable

•

Anti-PID

•

Lower probability of cracking

•

Best choice for harsh environments

Pipro

•

Superb in low light Power

•

Mainstream product

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Feather

Hipro

•

Higher power output

•

Lower BOS cost

•

Improve low irradiance efficiency

Multi-busbar

•

Light weight

•

12BB

•

Lower labor cost

•

5-10 W promotion

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PV+ Solution PV + Telecom &Traffic

PV + Poverty Alleviation

PV + Fishery

PV + Agriculture

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Global PV Power Station Total Solution

Solution Design

Investment & Financing

Project Development

Procurement and System integration

Construction and Commissioning

O&M Asset Management

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315 MW Argentina Utility Projects --- One of the Largest PV Utility in South America

Cauchari, Argentina Project size: 315 MW

Completed: 2019 Type: Utility scale

16

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USA Riverside County Project

Riverside County, California, USA Project size: 97 MW

Completed: 2016 Type: Utility scale

17

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China Qinghai Project

Gonghe, Qinghai, China Project size: 100 MW Completed: 2017 Type: Utility scale

18

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Talesun Thailand Factory Rooftop Project

Thai-China Industrial Park, Rayong, Thailand Project size: 9.8 MW

Completed: 2016 Type: Commercial Rooftop Projects

19

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PV + Agriculture Project Changshu, China 9.8 MW

20

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03

Talesun Core Advantages INDUSRIAL LEADING PLAYER

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LONG ENDURANCE & SAFER INSURANCE SERVICES

Product Warranty & Multi-reinsurances

25

Years

LINEAR PERFORMANCE WARRANTY

12

Years

WORKMANSHIP WARRANTY

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R&D INVESTMENTS

5000m2 R&D Lab & 2000m2 Testing Lab

R&D investment

R&D Employees

Patents Applied

$300M

340+

340+

(by the end of 2018)

(160+ issued)

R&D Investment

Technical Team

Patents

Average 2-3% of Talesun total revenue is invested in R&D

More than 340 technical staff working on cell, and module development

Has developed 340 patents on cell and module technology

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INDUSTRY STANDARD

Certification and Leading Equipment Leading International Certificates

Equipment Manufacturers

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QUALITY ASSURANCE

360° QC Throughout Product Lifecycle Leading PV Product Test Center

Testing Product Lifecycle Management: New Product Launch –Product Quality – Maintenance – Phaseout

36 QC check points throughout whole production process Vertical integration allows for QC throughout the value chain Intensified supplier quality management to ensure quality and consistency

Highly efficient customer service and quality support mechanism

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CONTINUING CUSTOMER SERVICE

Closed-loop and Trackable Service Continuous Improvement, Innovation, Pursuit of Excellence

Sales Support

Pre-sales

After Sales

Established Customer Feedback Tracking System

24 hour hotline

Online customer service

Customer service personnel in key markets

24 hour hotline

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TALESUN SHIPMENT

TOP 10 Module Shipment Supplier in 2018

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BANKABILITY PV SUPPLIER LIST BY BNEF

Tier 1 Module Manufacturer Firm/Brand

2016 Q 1 ~ Q 4

2017

Q 1 ~ Q 4

2018 Q 1 ~ Q 4

Annual in-house module capacity (MW/year)

Jinko Solar

9,000

Canadian Solar

8,700

JA Solar

8,500

Hanwha Q CELLS

8,000

Trina Solar

8,000

Risen Energy

7,500

Longi

7,500

GCL System

5,400

Talesun

4,500

Suntech

3,300

Znshine

3,200

Seraphim

3,000

BYD

1,700

Trunsun

1,600

HT-SAAE

1,500

Waaree

1,500 Source: BNEF 2018Q4 Market Outlook

TAL E S U N

BANKABILITY SURVEY BY BNEF

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BNEF’s PV module bankability survey results 2018 TALESUN Ranking 16th

Source: PV module bankability 2018

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HEALTHY FINANCIAL BACKGROUND

Dun & Bradstreet Credit Rate EMMA Score 4 Relative Risk 4 Below Average Risk

D&B Rating 5A2 Financial Strength 5A (Tangible Net worth > 450,000,000) Composite Appraisal 2 Good

PAYDEX of This Business 93 Late Payment Risk Low Payment Avg. 23 days

(Source: Financial Report By D&B, 2018.7 DUNS: 56-100-9004)

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TALESUN BANKABILITY

Recognized by Most of Banks Globally

A s i a

A m e r i c a s

E u r o p e

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GLOBAL PARTNERS

Trusted by Industrial Strong PV Players

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04

Projects Worldwide TALESUN REFERENCES

TAL E S U N

Overseas Utility Projects

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Berlin, Germany 20 MW

Thuringia, Germany 1.8 MW

Saarland, Germany 1.5 MW

Murg, Germany 1 MW

Jocksdorf , Germany 5 MW

TAL E S U N

Overseas Utility Projects

MAKE IT HAPPEN.

Gaultney, UK 21.6 MW

Lincolnshire, UK 13 MW

Whitchurch, UK 14 MW

Aspartia, UK 18.3 MW

Essex , UK 12 MW

TAL E S U N

Overseas Utility Projects

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Kopaygorod, Ukraine 7.3 MW

Kherson, Ukraine 9.2 MW

Calabria, Italy 14.5 MW

Sardinia, Italy 2.8 MW

Tokmak, Ukraine 11 MW

Calabria, Italy 24 MW

TAL E S U N

Overseas Utility Projects

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Beziers, France 12 MW

Denmark 17.25 MW

Saparevo, Bulgaria 5.5 MW

Saparevo Kyustendil, Bulgaria 5.5 MW

Hannahs Mill, USA 1 MW

TAL E S U N

Overseas Utility Projects

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Maharashtra, India 8 MW

Punjab, India 10 MW

Cha-Am, Thailand 15 MW

Yamaga, Japan 3.5 MW

Sa Kaeo, Thailand 70 MW

TAL E S U N

Domestic Utility Projects

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Jiayuguan, Gansu 100 MW

Yili, Xinjiang 20 MW

Jinchang, Gansu 100 MW

Yumen, Gansu 30 MW

TAL E S U N

Domestic Utility Projects

MAKE IT HAPPEN.

Shuyang, Jiangsu 10 MW

Hongze, Jiangsu 20 MW

Xuzhou, Jiangsu 23.8 MW

Turpan, Xinjiang 40 MW

Hami, Xinjiang 40 MW

Overseas Industrial and Commercial Projects

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Ausburg, Germany 39.4 kW

Nordhorn, Germany 2.2 MW

Capua, Italy 900 kW

Overseas Industrial and Commercial Projects

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Groningen, Netherlands 829 kW

Kampen, Netherland, 3.2 MW

Bonvillars, Switzerland 7.2MW

Overseas Industrial and Commercial Projects

California, USA 47.52 kW

Napa Valley, CA, USA 750 kW

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Woodbury, NJ, USA 268 kW

North Cape May, NJ, USA 85kW

Ocean Township, NJ 145 kW

Carney‘s Point, NJ, USA 96 kW

TAL E S U N

Overseas Industrial and Commercial Projects

Mino, Japan 499.2 kW

Gifu, Japan 274.2 kW

MAKE IT HAPPEN.

Fukuoka, Japan 45.9 kW

Miyagi, Japan 185.6 kW

Ibi-gun, Japan 253.2 kW

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Thank you