Production, concentrated release of silicon has been into a period of profit?

Solar photovoltaic webex: near the end of June, with the domestic photovoltaic rob coming to an end, the market demand is slowing, and the industry is expected to supply chain prices will continue to decline, more silicon as & other; The anchor of pricing & throughout; , it is important to impact on the current price of pv supply chain.

the recent Beijing express changes frequently raise capital increase plan, China solar energy network, has repeatedly cut & other; The wuhai 10 gw high-efficiency monocrystalline silicon rod project & throughout; Predictions. It is understood that since late March 2020, silicon prices continued downward, product prices fell more than 20% in two months, having a direct effect on Beijing express project. At present the project investment rate is 22. 64% to 17. The investment recovery period of 01% and is expected to stretch for nine months. Although project expected yields are low, the company expand momentum remains strong.

wide according to the measure the hang seng silicon based on longji, silicon compared to other supply chain still has higher profit space, and M6 large size wafer can let every link of the supply chain gains more for promotion. In 2019, Beijing express the wuhai to 5 gw capacity has been climbing a hill, is now in the large size silicon application. Express with the new expansion can stable release, Beijing is expected to be in technology and product advantages to further enhance the wafer business profit space.

with updates and iterative silicon link technology, large size + chip industry competition is set, the new capacity to enjoy the market demand and cost advantage is obvious. According to central stake, M12 silicon area is significantly increased, can be in single crystal production capacity under the condition of 80%, reduce single GW investment 30%, markedly enhance its cost competitiveness, the new expansion capacity has the dual advantage in technology and low cost.

by kong line fine lines and silicon wafer, improve the piece rate will further reduce the cost of silicon wafers. According to the open source securities estimates, currently on the market leading silicon wafers in 2019 monolithic cost is about 1. 86 yuan/piece, through wafer and thin lines in silicon link cost based on 2. 8%, new silicon wafer production capacity after using chip and thin lines authors advantage further ascension.

according to incomplete statistics, 2020 in the middle of the wafer production project of 58 gw, new capacity will push the cost of production is declining, and further compression of polycrystalline products market.

optimize product advantages, solar portal, the differentiation of risk chan first opportunity to choose again. Because silicon link in the supply chain belong to heavy assets investment projects, high barriers to entry, has complete industrial chain of leading enterprises layout present two classes of expansion trend.

in 2020, crystal, longji expansion at both ends, the silicon wafer, component link, the biggest expansion longji link of cell expansion is also very rapidly, expanding production capacity 5 gigawatts (gw); And RON artest, ja expansion still is given priority to with downstream of battery components, especially artest capacity layout shows & other; Inverted pyramid shape & throughout; , solar panels, the smaller the farther upstream production capacity, the upstream basic all products for personal use and keep a significant share of gap, multi-purpose short-term agreement procurement of raw materials to increase the risk of the face of resistance. Now two development ways are the own enterprise product advantages, give attention to two or morethings differentiation business risks at the same time, the relative merits of, still need verification.

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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. Among them, the solar energy portal, EPC project owner units is given priority to with soe/state, this also reflected from the side, the solar energy portal, in project bidding and parity, the state-owned enterprises has become the absolute main force. Specifically, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, huaneng power 180 mw