Photovoltaic Glass Market Rapidly Growing
Fanyu
Chinamirrormanufacturer.com
2018-04-17 17:18:21
| In the photovoltaic industry, due to increasingly harsh application scenarios, double-sided double glass components have become the main products of more and more companies. The A few days ago, research reports released by related securities companies showed that demand for photovoltaic glass increased by 21% between 2017 and 2018, exceeding the compound growth rate of 15% for new PV installations. The On this basis, environmental protection has become more stringent, and the management has cleared inventory capacity through supervision and promotion of emission rights. As of mid-January 2018, 40% of glass companies have not yet obtained emission permits, and these enterprises have not yet obtained emission permits. There is a risk of forced closure. The price of photovoltaic glass that has risen since the end of 2017 will still be expected to remain at RMB 31/sqm in 2018.  Supply and demand relationship: support for photovoltaic glass to maintain high prices The According to published data, photovoltaic glass can be divided into three types depending on the nature of the use and manufacturing method. That is, the cover plate of a flat type solar cell, which is generally a rolled glass, is coated with a semiconductor material having a thickness of only several micrometers. Thin-film battery conductive substrates made; collector-type photovoltaic systems use lenses or mirror-type glasses. The Of course, the characteristics and effects of these three kinds of products are completely different, and their added value is also very different. The It is understood that the application of a wide range of solar photovoltaic glass is a high transmittance glass, it is a low iron content glass, which is commonly known as ultra-white glass. Iron is an impurity in ordinary glass (except for heat-absorbing glass). The presence of iron impurities, on the one hand, causes the glass to be colored, and on the other hand increases the heat absorption rate of the glass.glassThe light transmittance. Therefore, solar photovoltaic glass as one of the important components of solar energy devices requires that the glass plates must be highly transparent. Therefore, the amount of iron contained in the silicon raw materials used for the production of solar glass is very strict, and the content of Fe2O3 is generally 140 ppm-150 ppm. The Recently, as a reference for photovoltaic glass listed companies that can be referenced, Xinyi Solar announced that its three major business segments have increased their revenues in 2017. The three major business segments of photovoltaic glass, photovoltaic power generation, and EPC services were separated in 2017. Achieve 34%, 40%, and 239% revenue growth. The A recent brokerage analyst report pointed out that in 2018, the supply and demand relationship of photovoltaic glass will remain tight, and prices are expected to remain strong: It is expected that the global demand for photovoltaic installations in 2018 is expected to increase by 5% to 10%, superimposing double-sided/double The increase in the penetration rate of glass components will bring about a 20% to 30% increase in the demand for photovoltaic glass. On the supply side, although some new lines are scheduled to be put into operation within the year, due to the strong demand in 2017, the industry inventory will be cleared and the production line will be cleared. The cold repair plan has been postponed. On the other hand, the impact of environmental protection and production restriction has only increased. Therefore, it is expected that the effective supply increase for the industry will not exceed 10% this year. The supply and demand will remain tight throughout the year, and the price is expected to remain strong. The With Shuangbo popular, the future market has a large alternative space The In terms of environment, the newly installed capacity of photovoltaic power generation in China reached 53GW in 2017, which is far better than expected at the beginning of 2017, indicating that the photovoltaic industry continues to enjoy a high degree of prosperity. Thanks to the rapid development of distributed and declining cost of electricity, 2020 is expected to achieve parity Internet access. By then, the photovoltaic industry will be driven by policy subsidies and driven by the market, and the market space will be further opened. The In terms of Shuangbo components, in 2017, domestic shipments of double-glass components reached approximately 2 GW, and global shipments reached approximately 3 GW, accounting for only 3% of module global shipments. Compared with single-cell cells, double-glass double-sided modules can achieve 8%-30% gain in power generation, and the future will inevitably lead to the replacement effect of dual-glass components to traditional components. The replacement of double-glass components is huge. |