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Escort On the evening of February, foreign media reported that Pinay escort will arrange a sport in China and Europe. Coincidentally, Tongwei Stock Exchange announced a sequel to the public. href=”https://philippines-sugar.net/”>Sugar baby Investment plan, investing in the construction of an annual production of 30GW of high-efficiency solar batteries and supporting projects, with a total investment of RMB 20 billion. On the evening of February 12, another giant, Longi Green Energy Technology Co., Ltd., also notified that it would invest 4.5 billion yuan to build a 10GW single crystal battery annually.
(Source: WeChat public number “CICC Investment Advice” Author: Pan Cheng)
1. In 2019, because the demand for competitive projects delayed the domestic photovoltaic installations, the number of the Manila escort‘s network was about 30GW, and for Sugar In 2020, the agency predicted and posted a network volume of 50GW. Today, the 13th Five-Year Plan is approaching the end of the year, and the 14th Five-Year Plan is about to begin. Pinay escort The Power Bureau has expressed that it is “developing the research and development tasks of the 14th Five-Year Plan”, and Sugar daddy and said that a very important development goal and mission during the 14th Five-Year Plan is still “focusing on strengthening efforts to strengthen the power industry”. According to the Chinese Photovoltaic Industry Association’s viewing forecast, by the end of the 14th Five-Year Plan, that is, 2025, the annual photovoltaic installation scale in my country will not be expected to reach 80GW, that is, the 14th<a href="https://phiThe growth rate of Sugar daddy was about 10 in the fifth period of the Sugar baby. daddy%.
2. Supply terminal
Silicon material: The photovoltaic industry has been reshuffled in recent years. Today, there are only 13 domestic polysilicon companies, and the dragon head is concentrated and clear. 2 Just as Ye Qiuguan was still thinking, the program started recording again. In the first three quarters of Jiabin 019, the top five industries were: Poly Coxin 25%, Tongwei Co., Ltd. 20%, New Special Power 14%, Xinjiang 11%, and Oriental Hope 8%. Today Pinay escortLooking in 2Sugar babyIn 2020, there is almost no silicone new energy supply in China, and the supply and demand format of silicone ring will be improvedEscort, the expected profitability of related companies will also increase simultaneously.
Silicon wafer: According to the photovoltaic association statistics, silicon wafer production increased by 44.3% year-on-year in the first three quarters of 2019. The new production capacity is mainly single crystal, and polycrystalline silicon wafer production is slowly joining. In the first three quarters, Longi Sugar baby (26%) and Zhongxiang Co., Ltd. (17%) accounted for the world’s silicon wafer production. The proportion of Sugar daddy is above 15%. These two companies can already meet the needs of the major sector market, and other manufacturers have also expanded plans to add Sugar.daddySugar baby2020 single crystal silicon wafers are supplied to Sugar baby, and the business prices and profit rates of related companies can bear the pressure.
Battery: According to photovoltaic “Well, I’ll see you again.” The association statistics show that the battery cell production in the first three quarters of 2019 increased by 48.6% year-on-year. Today, PERC batteries are still the main ones, but this kind of battery competition is fierce, so profitability is poor. At present, the interest rate of Longtou manufacturers is only 5% under the price level, and more companies are turning their attention to differentiated industries. In the first three quarters, Tongwei Co., Ltd.’s battery tablet production accounted for 9% globally, and Jingao Technology accounted for 6% globally.
Structure: According to the photovoltaic association statistics, the component production increased by 32% year-on-year in the first three quarters of 2019. The wall pressure of the component ring is relatively low, the price has dropped significantly, and the competition format is evacuation. Escort manila is worse than battery rings, but not as good as silicon materials and silicon wafer rings.
In general, the potential opportunities of the photovoltaic industry are concentrated in the following two departments:
1. Escort manila pool. The most worth waiting for in the photovoltaic industry is that the battery ring will be transformed from a P-type battery to an N-type battery, among which the unusually high-performance battery and cost-reducing potential are the potential to become the next big shot in the photovoltaic industry.
2. Large silicon wafer. The change that is underway in the silicon wafer ring today is from the M2 transformation to 158.75 square crystal and M6 silicon wafers. This transformation has thickened the industrial chain profits and pushed the silicon wafer size to the limit of current equipment.
Data source: wind, CITIC Construction Investment Securities
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