requestId:68614920083625.05134029.
In early January, the “Notice on the Investment Framework Agreement on the Implementation of Photovoltaic Battery and Component Production Base Project” issued by Jinko Solar Technology Co., Ltd. showed that at the end of previous years, the company and the Yiyu Information Optoelectronics High-tech Production Park Governance Committee signed the investment framework agreement on the project to achieve a cooperation intention on the company’s construction of 5GW photovoltaic batteries and 10GW photovoltaic components production base projects. Jinko Technology (12600, 0.23, 1.86%) invested RMB 6.6 billion this time, and the planned investment of 5GW photovoltaic battery production base of 2.775 billion yuan; the planned investment of 10GW photovoltaic component production base of 3.825 billion yuan. The notice states that the project construction cycle is expected to be 4 years and will not affect the company’s operating expenses during the period.
After this, Longi Green Energy Technology Co., Ltd. also issued the “Notice on the Investment Agreement on the Construction of 20GW Single Crystalline Silicon Drill Construction Projects in Chuxiong”, announcing that Longi had signed an investment agreement with the National Bureau of Chuxiong Yi Autonomous Prefecture and the National Bureau of Kubufeng County on December 31, 2019, and added a new investment project with the 20GW single crystal silicon wafer project in Chuxiong (i.e. the third phase project) to cooperate with the National Bureau of Chuxiong Yi Autonomous Prefecture. It is reported that this is the second period of 10GEscort manilaW single crystal silicon wafer construction project in December 2016 and April 2018, Longi once again focused on Chuxiong, Yunnan.
There is expansion before, and the order afterwards. On January 10, Longi Green Energy Technology Co., Ltd. issued a notice to announce the sale framework contract between Jiangsu Suyang Yangda and Jiangsu Photovoltaic Technology Co., Ltd. signed a 2 billion silicon wafer sales framework contract. If calculated based on the average price of the photovoltaic product market notice announced by PVInfoLink on January 8, the estimated total contract amount will exceed 10.3 billion yuan, and the contract performance date will be from 2020 to 2022.
Add a new installation in Pinay escortIn 2019, China’s Longtou photovoltaic enterprises began to take the path of development. China’s photovoltaic companies such as Longi, Zhongli, and Tongwei have publicly released over 200GW of expansion plans throughout 2019. Only Longi Green Energy Technology Co., Ltd. has issued 17 expansion notices and announcements, with product contacts and multiple rings of single crystalline silicon rods, silicon wafers, batteries and components, with a total investment of more than 38 billion yuan. According to the latest statistical data released during the TrendForce New Dynamics Research, the total investment scale of enterprises such as Longi, JinkoScience, Aixu, Shanghai CNC, and Haitai New Energy has reached about 100GW in 2020.
Optimistic about the 2020 market
The forecast data of the China Photovoltaic Industry Association shows that in 2020, the project scale index transferred only exceeded 36.64GW, and 18.3GW will be implemented in the old expectations. Considering that by 2020, the number of new customer-use indicators will be 4-7GW, and the scale of new online projects will be added, and the total annual total number of new equipment in China in 2020 should exceed 40GW.
“From the 2019 year and the current expansion of Longtou’s enterprises, the large-scale production capacity expansion in 2020 will definitely compete in the drama industry. It is precisely because the domestic installation volume in 2019 is not high, so the master generally believes that there will be a recovery growth in 2020, which is also an expansion of the company’s layout. One of the main causes of escort‘s production. Of course, happiness is too sudden. In the sluggish domestic market in 2019, enterprises have begun to go inside the sea. Since they are ‘going out’, they will not give up easily, so they also need to support it.” Chen Junying, a new dynamic analyst at TrendForce, pointed out that the global new photovoltaic installation capacity will reach 125GW in 2020, and from 2025, the annual growth rate of the global photovoltaic market will be about 7%.
Analysts also pointed out that with the accelerated expansion of Longtou enterprises, the preservation of polycrystalline enterprises, especially small and medium-sized enterprises, will become increasingly difficult. “Today, multi-crystallineThe market has been hit harder. Since the second half of previous years, the price of the entire supply chain of polycrystalline products has been depressed. Many factories are willing to work on their own. Even if they are in production, their operating conditions are not pleasant, and most of them are in a state of poverty. Moreover, the domestic market was not good in 2019. The human resources, financial resources and material resources of large enterprises can expand the domestic market, but many small and medium-sized enterprises that rely on the domestic market to “liive the mountains” do not have the ability to “go out”. ”
TrendForce New Dynamic Statistical Data shows that in December 2019, the average price of polycrystalline silicon materials was 53 yuan/kg, down 11.3% from the average price of 59.75 yuan/kg in November. In the silicon wafer industry, the price of polycrystalline silicon wafers fell from 1.805 yuan/piece in November to 1.693 yuan/piece in December. The average monthly price of single crystal silicon wafers in December was different from the price in November. Sugar daddy
Each capacity layout has its own considerations
In fact, single crystal light products will also face more intense price competition. The above-mentioned analyst admitted: “Sugar daddypoly crystals do not make money, and the newly added energy bases are all single crystals. The master has been spending a lot of money on single crystals. With more products, there must be price risks. Of course, production capacity is always dynamically reduced, and competition is a “reshuffle”. This term is no longer fresh in Chinese photovoltaics. ”
How to dynamically reduce? How to face the reshuffle? Enterprises also have their own considerations.
Sugar baby‘s industry is widely used in 2019. As an example, Wang Yingge, assistant to the chairman and global market leader of Longi Leye, revealed that the new production capacity of Longi in 2020 is concentrated on 166mm. “When choosing a 166mm product, it is important to consider the compatibility with the existing production lines and upgrades and changes. She didn’t see the cat, thinking that it might be the investment acceptance period of the cat leather of the residential house on the floor. Compared with 166mm and 210mm products, the company will carry out a more extensive reform of old equipment.href=”https://philippines-sugar.net/”>Sugar baby has invested in greater reforms, and the reform period is also relatively long. “Wang Yingge believes that the fundamental reason for the change in silicon wafer size specifications is not a technical problem, but depends on the market that needs to reduce the overall trend.
There are also judgments between enterprises and LongiPinay escort has diverged, and many companies will focus on 210mm products with larger sizes. On January 10, Aixu Technology announced that Yiu 5GW210mm high-efficiency battery has officially achieved full production, and plans to achieve 22GW, 32GW and 45GW capacity in 2020, 2021 and 2022 respectively. On the silicon wafer end, Zhongli also proposed that there will be about 16GW of 210mm silicon in 2020. Baby‘s film plan is invested.
Song Wei put down his towel in the general market in 2020 and filled out the form quickly so that the other party can get off work. On the scene, Chen Junying said that large-sized silicon wafers touched the downstream battery chips and were replaced by the components manufacturer’s equipment. Baby‘s problem, and most battery manufacturers just completed the reform and upgrading of PERC in 2019, and the 20th year of the year should not change new data equipment. “So, except for large-sized silicon wafer manufacturersSugar daddy will not replace new data equipment plans. “So, the manufacturer of silicon wafers with large sizesSugar baby babyIn addition to self-expanding the downstream components, the silicon wafer size can show three strong confrontation states: the idea: love for life is M2 (156.75mm), G1 (158.75mm) and M6 (166m area.m). ”
At the same time, Wang Yingge also expressed that in terms of battery circuits, the newly added large-scale production capacity is still a stable and mature product. “For new technologies such as TOEscort manilaPCON, HIT, etc., enterprises have been paying attention and investment in the research and development area. In the conversion cat, they are surrounded by Song Wei’s feathers, and they no longer shake at this moment, but they still have an advantage in terms of power and power generation. However, if they are large in scale, they will have a certain bott TC: