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Another meeting today! Leading the photovoltaic industry to discuss pricing mechanisms. The upstream has stabilized, but the downtrend of components has not stopped.
①China Photovoltaic Industry Association held a symposium to prevent industry vicious competition and early resolve overcapacity; ②Such meetings have been held many times, but the effectiveness is good. At present, the decline in component prices has not stopped, and the industry expects more specific production reduction plans.
Wind rises in offshore photovoltaics: Component reliability further validated, nearly 30GW projects planned domestically | Industry News
①Currently, the offshore photovoltaic projects under construction or planned have reached around 30GW, offshore photovoltaics are expected to become an important force for China to achieve energy-saving and carbon reduction goals and steadily realize the goal of carbon neutrality; ②The reliability of components is an important test for the promotion of offshore photovoltaics, double-layer coating, sealed junction boxes, etc., ensuring the stable operation of offshore power stations.
20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.
① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.
The cooperation between photovoltaic glass enterprises to reduce production has attracted attention. Industry insiders believe that the short-term impact is limited and there is significant mismatch between supply and demand in the industry.
① The glass industry is currently in a phase of full industry loss of cost, and it continues to approach the cash cost line of full industry loss; ② Insiders in the industry have mentioned that a 30% reduction in photovoltaic glass capacity still meets the demand for module production, and the strong negotiation power of module manufacturers limits the production cost of photovoltaic modules; ③ The adjustment of leading photovoltaic glass companies is a good demonstration for leading photovoltaic companies.
Under the low supply and downstream price increase, the silicon material prices have risen across the board this week, but the upward trend may be difficult to sustain.
1. Although silicon material products have shown signs of recovery, their production has reached a new low in this stage, and the overall volume of contracts this week is relatively average. 2. Currently, polysilicon companies have a relatively consistent expectation of price increases, leading to a general increase in quotes for downstream and spot market. However, the trading volume this week is limited, resulting in only a slight increase in the market average price. 3. Several analysts have indicated that the increase in silicon material prices is limited and difficult to sustain, and prices will hover at the bottom in the future.
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