Photovoltaic recovery promoting upstream transformers line surge to accelerate the release of the product in the haidai le new material production

Solar photovoltaic (pv) net news: companies including kong line in the photovoltaic industry chain enterprises, also began to feel the photovoltaic industry & other; Everything & throughout; 。

on February 21st, adai le new material held 2018 annual general meeting of shareholders, chairman of the board of directors of the company Duan Zhiming said: last year & other; 531 pv throughout the New Deal &; Later, the whole industry & other; The brakes & throughout; Has in the past, now in the photovoltaic industry chain business has stabilized, and began to enter the stage of climbing performance.

　　“ Now analyse the effects of the new 531, but can be found last year market test of the development of photovoltaic industry of our country has positive significance, benchmarking by adjustment will lead to industry brought by the New Deal policies are driven to market. ” Duan Zhi confessed, and the whole market space is open in an all-round way.

　　“ From the fourth quarter of last year to this year in January, obviously feel the industry trend reversal. ” Duan Zhiming introduction, since January this year, the company production line is in full production status, open since shipments rising fast. In response to the rapidly growing market demand, the company's base is in zhuzhou, speed up the debug progress, strive for the comprehensive reaches producing in the second quarter of this year.

public information, adai's main business including silicon new material cutting with diamond and sapphire cutting with diamond wire. Company production of diamond wire has been exported to Taiwan, Russia and other regions, the main customers include longji stake, poly xin, central co, Taiwan au optronics, Russia Monocrystal, blue technology, photovoltaic, sapphire crystal photoelectric, world famous processing enterprise.

2017 pv industry development in outbreak than expected, at the same time, universal access to cutting field kong pv silicon wire cutting technology is a foregone conclusion. Therefore, including adai, new materials, three kong line enterprises to dongfeng successively landing a-share market.

however, 2018 & other; 531 New Deal & throughout; After the release, the domestic photovoltaic industry usher in a twist node. For policy reasons, the domestic photovoltaic industry during the capacity concentrated volume, reduced demand extremely play.

is affected by the downstream pv severaldays, king kong line industry in terms of demand, price and margin has a different degree of decline, companies are busy on production inventory.

Duan Zhiming journalists to e company, according to the judgment at that time, king kong line companies will go with photovoltaic industry will enter a capacity adjustment, & other; But photovoltaic industry overall development trend has not changed, industry from the perspective of the development of policies are driven to the market process, high quality production capacity will replace the backward production capacity, excellent enterprise market space will accelerate open & throughout; 。

data show that in 2018 the domestic solar grid installed throughout the year decline is not large, global market scale is increased significantly. In the eu market, for example, according to SolarPower Europe estimates that in 2018 the eu 8 gw of installed grid-connected solar, from 2017, 5. 9 gw grid volume year-on-year growth of 36%.

on January 9, 2019, the National Development and Reform Commission, the National Energy Administration issued 'about promoting wind power, photovoltaic power generation subsidies, affordable access to the Internet announcement concerning the work, clear to promote wind power, photovoltaic power generation the relevant subsidies, affordable access to the Internet and related support policy; February 18, the National Energy Administration new energy company called seminars, related enterprises on the development of photovoltaic power generation in 2019 solicit opinions from the enterprise management related work, ask for opinion draft of the New Deal including subsidies scale frame, classification, household photovoltaic pv project management aspects of content, the construction of index distribution.

analysts believe that the draft fully listen to industry & other; The price of products & throughout; Opinion, subsidies in the gap between pv industry development and found a good balance, due to the policy landing in 2019, domestic demand or focused on the outbreak of the third and fourth quarters.

after severaldays last year, on October 19, 2018 lows, tongda letter solar dropped more than 30%, then rebounded to pull up, up 27% so far.

in the a-share market, the solar energy sector stocks rally hit, longji shares, shares are outstanding. It is worth mentioning, silver star energy gains this year 142. 23%, the top plate stocks first.

Duan Zhiming said the company will continue to increase investment in r&d, product market competitiveness, expand product market applications, in order to smooth industry policy risks that may occur. According to introducing, the company in addition to applications in photovoltaic industry, sapphire industry, will also be in the field of magnetic materials, ceramics and other hard brittle materials to expand the application.