Overseas demand overseas demand has risen by many photovoltaic companies

Reporter Shi Lu Zheng Xinyue

Under the trend of energy transformation, the entire photovoltaic industry chain can feel the pursuit of overseas markets this year, and major enterprises have raised the forecast of new photovoltaic installations in 2022.

"We expect the global new photovoltaic installation to be 250GW in 2022; China's new installation capacity is 100GW, accounting for 40%of the global new installed capacity." A listed company executive of a group of photovoltaic industrial chains told the Securities Daily reporter to reporters of the Securities Daily. Essence

The data shows that from January to May this year, the domestic new installed capacity is 23.7GW. According to the practice of more than the fourth quarter of the new photovoltaic installation machine in my country, the new installation of the first five months has reached 23.7GW. 100GW is expected.

On July 21, Wang Bohua, Honorary Chairman of the China Photovoltaic Industry Association, said that due to geopolitical conflict, the European market's demand for photovoltaic in the European market has increased significantly from the second quarter, accounting for more than half of China's photovoltaic component exports. Affected by increasing tariffs and domestic installations, the number of imported Chinese photovoltaic components in the Indian market in the first quarter was close to its annual usage.

A senior manager of a photovoltaic industry group told the "Securities Daily" reporter: "Benefiting from overseas demand greatly, the company's exports have increased significantly this year, and the performance performance in the first half of the year exceeded double the same period last year. Impact, but it is not enough to affect overseas needs. "

Since 2020, the price of polycrystalline silicon has continued to rise. Among them, the growth of photovoltaic products has also played a role in pulling.

On July 22, the Ministry of Industry and Information Technology released the operation of China's photovoltaic industry in the first half of 2022. According to industry standards to announce the announcement of enterprise information and industry associations, the demand for overseas photovoltaic markets continued to be strong, and the amount of volume and price increased. In the first half of the year, my country's component export volume reached 78.6GW, an increase of 74.3%year -on -year; the total export of photovoltaic products was about 25.9 billion US dollars, an increase of 113.1%year -on -year.

"This year's high component prices are mainly driven by the European market demand. Since the current price level of components can even be sold, the manufacturer does not have the driving force to reduce the price, which is determined by the market supply and demand. However, the current component price is indeed allowed It is difficult for customers to accept foreign concentrated power stations, and the price mainly depends on the support of households with weak price sensitivity. And these suppressed demands will not disappear out of thin air, but it will only be postponed. "An analyst of a securities firm industry analyzed the reporter of the Securities Daily. Essence

From the perspective of the performance trailer, the net profit of GCL integration belongs to the shareholders of listed companies is expected to be 33 million yuan to 45 million yuan, an increase of 113.33%to 118.18%year -on -year. In addition to GCL, most photovoltaic downstream companies have achieved good results in the first half of the year. For example, Aiyu's net profit attributable to the owner of the parent company in 2022 is expected to be 540 million yuan to 620 million yuan.

"The rise in silicon material will not have much impact on the industry's head manufacturers. Silicon material increases, and our downstream battery films have also risen to be able to transmit it down. And 80 to 90%of photovoltaic products worldwide are produced in China to produce in China. Most of the manufacturers have a layout overseas, and the market is large enough. If you ca n’t sell it in China, you will sell them to the country. " The production capacity is not as good as expected; as the investment increases, the price will be adjusted. Nowadays, the silicon company is just eating the profit of the future.

- END -