Solar photovoltaic application products to reduce the price by more than 20% a month, the two big solar heat shares should be careful!

On May 9, solar photovoltaic net news: on the evening of single crystal leading longji, fourth year cut monocrystalline silicon slice of the price. According to the latest data, monocrystalline silicon slice of P type M6 ( 166mm） The price of 2. 3 77 yuan, from March 25. 41 yuan, fell 18. 7%. If given by boron doped gallium instead of pills, 0 per piece cost. 1 yuan, the actual price drop more reach 21. 7%.

in the first quarter, affected by the outbreak, the domestic pv market demand by a certain degree of impact. However, longji shares bucked surrendered a bright eye.

performance, according to the company in the first quarter of this year to achieve the business income is 85. 9. 9 billion yuan, rose 50. 60%; Net profit attributable to shareholders of listed companies 18. 6. 4 billion yuan, solar panels, year-on-year growth in 204. 92%.

but from the point of the product shipments of 2019, longji shares about seventy percent component products are exported to overseas. And the in mid to late march started outbreak of overseas, to a certain extent not causes enormous impact to the company overseas shipments in the quarter.

as the spread of the epidemic overseas, overseas market demand downturn, the impact on the performance will begin in the second quarter, demand product prices continue to fall on photovoltaic industry chain is affected by disturbance.

in addition to the demand side, or a technical route in photovoltaic industry, solar panels, photovoltaic industry to complete the efficient pulling of monocrystalline silicon chip replace inefficient ingot casting polycrystalline silicon slice of revolutionary change, in the process of replacement, draw monocrystalline silicon slice in short supply, leading longji company gross margin high maintain a 35% gross margin, and keep the price of 18 months.

the pulling of monocrystalline silicon chip technology threshold is not high, strong profitability caused by the influx of new capacity, and mass peatlands in the year, thanks to new outbreaks, China solar energy network, installed this year whole world may be lower than last year, supply exceeds demand is more serious, the price battle is inevitable.

in addition, the silicon part also face size from 166 mm to 210 mm of revolutionary change, solar portal, another giant central stake is 210 mm silicon wafers link large size focus of new products.

210 mm size can reduce the final KWH cost about 6%, since August last year, to now, gradually accepted by the industrial chain, technology constantly improve, follow up is growing, the future instead of 166 mm is a big probability event.

so now is silicon products on sale with technology upgrading, very lively. Longji shares big margin higher, central stake technology is advanced, the scale advantage is not weak, is bound to have a race between them, very lively.

the other hand, silicon link prices there is also a good place, make room for the downstream component link price cut, photovoltaic power parity online process will accelerate, alternatives to traditional petrochemical energy can accelerate the speed of the future.

the outbreak caused by falling demand and let the reduction process was more violent, is advantageous to the consolidation reorganization and outdated capacity clearing. After the wave impact, pv demand is likely to usher in explosive rebound again, still need to wait for recovery appear clear signal.

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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 EPC project owner units is given priority to with soe/state, this also reflected from the side, in project bidding and parity, the solar power grid, state-owned enterprises have 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