Polaris photovoltaic glass observation | solar photovoltaic market price raising demand recovery signal appeared again

Photovoltaic glass prices, the downstream demand recovery. And the fourth quarter is considered and 1 quarter is the traditional peak season, especially before the Spring Festival in January better production scheduling requirements, we believe that the recent pv share price declines, leading companies have provided some, reiterated on & other; Product prices don't fall even up & throughout; The plate and the company: A/H flat glass, large new energy 我们; Photovoltaic glass industry third-party institutions zhuo and information in the official website announced on November 21, 1, industry main business plan on December 3. 2 mm photovoltaic glass reference price to 29 yuan/square meters, the current average 28 yuan/square meters to 3. 6%, solar portal, 3 times is this year to raise prices, 3. 2 mm coated tablet back before 531 policy implications, the level of heat storage material in April 2018. Photovoltaic glass, solar portal, downstream demand. Channels based on the feedback, we think that this was the price rose broadly on the level of photovoltaic glass industry, according to the overall recovery of the downstream demand, our comments are as follows: this paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. The article content is for reference only. Bullish market expectations is poor reverse at the same time, the longji co - A and b shares - central A。 Photovoltaic new applications, according to zhuo gen information into four quarters, wuhu only faith light photovoltaic glass industry a 500 tons/day production line of cold repair after the completion of the ignition and production, nominal capacity increase only 2%. Monthly after down the price of photovoltaic glass installed in the data, show the pv installed downstream demand ( Early 20 - 30 days) 。 Among them, the EPC project owner units is given priority to with soe/state, in power station and this is reflected from the side, solar energy, in project bidding and parity, the state-owned enterprises have become the absolute main force. In photovoltaic glass price increase after the monthly capacity of data, will show the pv installed downstream demand recovery ( 10 in advance - 30 days) 。 Overseas demand in this component price declines, will also get further development. Photovoltaic (pv) glass price increases reflect pv demand recovery, solar equipment, market pessimism or is expected to ease. We think from seven times in the history of relatively obvious photovoltaic glass price adjustment, photovoltaic glass prices on downstream demand performance has the role of leading indicators: incremental supply co. , LTD. , industry competition pattern well supported prices upward. If you consider the line month formal shipment, industry actual output from third quarter growth will be less than 1%. Previously due to domestic monthly capacity continues to lower than expected, and some products prices fall, the market demand for 4 quarter of 2019 and 2020 expected last fall. So the photovoltaic glass industry generally to raise prices, we expect in November announced in mid-december domestic photovoltaic new power and photovoltaic modules export data to recover ( Domestic installed in October only about 1 gw, export just 4. 5 gw) , heat storage materials market demand for photovoltaic pessimism will gradually ease. Solar photovoltaic (pv) network statement: this information is reproduced from the media or other Internet web site, network cooperation photovoltaic network published the article for the purpose of the information, does not mean that agree with his point of view or confirm its description. Stacking and power station we think the elasticity of supply is low, 4 quarter of the domestic project bidding, parity, grid goals on schedule with rob of overseas demand for downstream, photovoltaic glass industry has a photovoltaic (pv) of each sector in the best pattern of supply and demand, so that they can in the current point to raise prices. Specifically, CGNPC 603 mw photovoltaic, solar panels, how much a new application of guangzhou development of 410 mw, 345 mw in energy saving, jin group, 220 mw, the people vote for a 200 mw, 190 mw hubei energy group, huaneng power station 180 mw integrated above, solar energy, photovoltaic industry in the second half we reaffirm our logic: at the beginning of the fourth quarter recovery of domestic demand in power station 2019 remaining project will also support in 2020 year-on-year growth in domestic demand.