Weak overseas demand photovoltaic glass prices become loose

After adjustment for two consecutive years in domestic and main or will be installed this year. Solar photovoltaic net news: the outbreak of overseas fermentation and downstream high inventory and delivery etc. , 3. 2 mm photovoltaic glass at the end of march quotation by 1 yuan to 28 yuan/m2, part 1. 5 yuan/m2; 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. Short-term price will continue to test, price central still have support throughout the year, solar energy, is expected to be - 26 27 yuan/m2. But in rhythm, is expected in the second quarter of this year to the middle of the third quarter at the end of the global annual demand, short term prices will fall; Current industry basic implementation 100% return to work at the same time the new bidding policy has landed, solar portal, carry forward project interconnection delay possibility is big, the year is expected to be 35 gw ( Households with 7 gw distributed gw 4 + + business and parity, bid leader such as uhv gw 6 + 11 gw + parity 7 gw) ; 2. 5 mm photovoltaic glass cut 0. 5 - 1 yuan/m2; Overseas outbreak did not see a turning point, photovoltaic components application assumes that the economy stopped working after two months to return to work and production, influence about 15 25 gw of installed capacity, solar equipment, is expected to be 75 - the year 85千瓦。 According to our statistics, photovoltaic glass all currently in production capacity can only meet the demand of around 130 gw components; We believe that the photovoltaic glass leading growth unchanged for a long time, the cost advantage continues to expand, sufficient margin of safety, solar power grid, has entered the absolute return configuration range. Among them, the EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the state-owned enterprises have become the absolute main force? Mood-elevating weak overseas demand leads to the downstream demand, the glass price is under pressure. In addition, other vendors still face barriers such as financial, environmental policy, customer resources, the double leading pattern will continue to strengthen.

advice to focus on capacity continues to expand, cost advantage obviously, big kiln operation experience of leading enterprises, including the faith light, solid liquid phase change heat storage company flat glass, photovoltaic modules applied flight. Regardless of power station with photovoltaic glass 2 - drop in the average price for the whole year 3 yuan to 26 - 27 yuan/m2, leading gross margin is still over 30%. Photovoltaic glass is the most stable supply chain unit consumption and price of link, stock capacity supply tight new capacity ignition delay + + long expansion period causing prices to support the strong, the market capacity is several times more space for a long time. After the 2018 q3 photovoltaic glass first price. In the short term, some recent business inventories raise glass, heat conduction oil heat storage tank and pessimism of ultra-low component events such as quotation, quotation is still expected to be cut in April. But reference & other; 531' The boom of policy of photovoltaic glass after prices, will be in poor small kiln clearing and demand rebounded after returning. 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. In particular, solar energy, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw article, chest back fixed hubei energy group, 190 mw, 180 mw photovoltaic huaneng overseas demand high proportion ( In 2019, 75%) , the recent industrial chain companies affected by the epidemic caused by a significant increase in performance uncertainty. But overseas outbreaks continue fermentation, in mid-march industry chain gradually feel slow project delay, transportation, customs clearance, such as the limited funds personnel omni-directional impact, low demand in at the end of the second quarter. The article content is for reference only. Recently, the domestic outbreak control, carry forward the bidding project, chest back last year fixed a large base and leader reward projects have been started, the domestic market gradually launched; Xinyi light and flat double leading master scale ( Combined market share of more than 50%, the new capacity of more than 65%) And resources ( Quartz sand confession, gas straight, shipping terminal) And technology ( High yield, low energy consumption, one thousand tons of line capacity) Such as the core advantage, cost lead.