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The photovoltaic industry is coming back.

2019-10-24 16:34:56 浙江鸿禧能源股份有限公司 Viewd 1983

According to the National Energy Administration, as of the end of September 2015, the installed capacity of photovoltaic power generation nationwide reached 37.95 million kilowatts, including 31.7 million kilowatts of photovoltaic power plants, 6.25 million kilowatts of distributed photovoltaics, and 9.9 million kilowatts of new photovoltaic power generation capacity in the country, a year-on-year increase. 161%. However, the 1.6 times growth rate may not be the end. Whether based on the overall performance of the industry this year or the performance of Quanzhou PV companies, the industry can not help but sigh: "The good days of the photovoltaic industry are back."

The production capacity has increased efficiency. The battery is still in short supply.

From the star industry in the past, to the dangerous minefields in the future, to the recent Chunjiang plumbing, the “roller coaster” performance of the photovoltaic industry in the “Twelfth Five-Year Plan” is good for fear, and the negative news continues to be the photovoltaic industry this year. A full recovery has begun and various signals have been shown. The reporter noted that the national photovoltaic power generation installed capacity climbed from the bottom of 890,000 kilowatts in 2010 to 37.95 million kilowatts in the third quarter of 2015, and completed the “Twelfth Five-Year Plan” target of 35 million kilowatts ahead of schedule.

Sunshine Zhongke (Fujian) Energy Co., Ltd., located in Nan'an Optoelectronic Industrial Park, is a large-scale high-tech enterprise engaged in R&D, manufacturing, sales and service of crystalline silicon solar cells and components. It is also the largest PV company in the province. . Although six automated production lines have been in use since last year, they still can't meet the needs of customers. "Now there is money and can't buy goods," said Xu Xinhu, chairman of the company.

This year, Sunshine Zhongke was together with Hengan, Baihong and Jiadeli as “smart factories” and was included in the list of the proposed subsidies for the special funds for the integration of the two provinces in Quanzhou. As a "smart factory", Sunshine Zhongke's automated production level is already in the forefront of the city, but this year the company has recruited dozens of first-line workers. “The products are still in short supply. Last year, the machine can still take a day off. This year, it will be fully open 24 hours from the beginning of the year.” Xu Xinhu introduced that while increasing the automatic production level of the equipment, the production time will be extended, so that the production capacity is higher than last year. In the same period, it has increased by 20%-30%, and more than 200,000 battery pieces flow out from here every day. Despite this, the order was still in the second half of 2016.

The recovery of the photovoltaic industry has ignited the enthusiasm of related companies in the country. It is widely expected in the industry that the installed capacity of PV will reach 15 million kilowatts this year. In the fourth quarter of this year, due to the increase in the installed capacity of photovoltaics by the National Energy Administration, the photovoltaic industry may experience a leap-forward growth, with a cumulative total of 43 million kilowatts. China is expected to replace Germany as the world's number one photovoltaic installation country.

The cost has dropped, and the profits have risen. Most companies have turned losses into profits.

At the same time that the installed capacity has increased significantly, the profitability of PV companies has also improved significantly. The photovoltaic sector, which was previously announced in the third quarterly report, showed a collective carnival scene. The net profit growth of Dongfang Risheng, Weiwei, Sunflower, Maoshuo Power, Sunshine Power, etc. all exceeded 100%.

The photovoltaic industry chain can be divided into: upstream silicon material, silicon wafer link; mid-stream battery chip and battery component link; downstream application system link, that is, photovoltaic power plant construction and operation. From the perspective of industry profit distribution, the profit of the battery components in the middle reaches is the thinnest, while the upstream silicon materials, silicon wafer manufacturing and downstream photovoltaic power plants are profitable.

Even if the mid-stream battery component link is the most profitable in the industry, according to the information disclosed by Wang Bohua, secretary general of the China Photovoltaic Industry Association, the average gross profit margin of the top ten component companies in China this year is also over 15%. Most companies turn around Profit.

According to industry insiders, the current price of domestic polycrystalline silicon battery is about 2.35 yuan / watt, although the price is not as good as last year, but because of the cost reduction, the profitability has basically returned to the highest level in history. “Now the industry's costs are generally reduced by about 5% compared to last year, which means that the industry's net profit has increased.”

With the improvement of the overall technical level of the industry, the conversion rate of solar cells has also been further improved. Last year, the single-cell battery was upgraded from the original 4.3 watts to 4.5 watts, and the conversion rate increased from 17.8% to 18.3%. These technological improvements have also invisibly increased corporate profits.

At present, the annual production capacity of 300 megawatts is obviously "not enough" for Xuxin Lake. The photovoltaic industry is doing a good job. The reporter saw that the new 350 MW capacity plant located next to the Sunshine Zhongke site is now under construction. The progress is smooth and it is expected to be put into production next year. "The new plant will also increase the level of intelligent production of equipment, and there may be a real unmanned workshop next year." Xu Xinhu said.