The core technology breakthrough of the hottest gl

2022-10-19
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The breakthrough of core technology in the glass industry has stagnated, and technological innovation and scale operation have become the solution.

"it can be said that the international photovoltaic market is in a terrible mess, and a large number of enterprises are facing production reduction or even shutdown." The person in charge of a small and medium-sized photovoltaic module manufacturer told me

the debt crisis in Europe and the United States and the decline in bank financing capacity have seriously affected local photovoltaic enterprises. The life of Chinese photovoltaic enterprises is also very difficult. They poured into the European and American markets, making the photovoltaic price competition more intense. Coupled with the poor demand in the European market, the photovoltaic market is facing a rare "cold wave"

the "photovoltaic electricity price policy" issued by China a few days ago shows the government's determination to develop photovoltaic, which seems to be the "good news" for photovoltaic enterprises to move to China. However, due to the lack of determination of the implementation period of electricity price (the validity period of fixed electricity price in Europe is generally 20 years), it is impossible to determine the return on investment, which still puts photovoltaic investors in a dilemma. The overall performance of photovoltaic enterprises fell in the second quarter

in the second quarter of this year, the performance of photovoltaic enterprises as a whole fell significantly. Although the revenue of CLP photovoltaic in the second quarter increased by 22.4% year-on-year (to $144million), it decreased by 13% month on month, and the company's net loss was $16.9 million. Jingao solar also suffered a loss of $35.4 million, with a net profit of $28.8 million in the same period last year. Suntech reported a loss of nearly $260million in the second quarter

the performance of photovoltaic enterprises has declined, especially in the capital market. On August 19, us time, the share prices of LDK, Daquan new energy, Suntech Power and Hanhua new energy all plummeted, and some even fell by more than 9%. Even if Yingli Green Energy has a relatively good performance, it will be paid more and more attention by the society. Affected by the market, it will also decline by 6.57%

"affected by the poor financial reports of LDK, CLP PV and other companies in the second quarter, some investors are still worried about the growth of the photovoltaic industry in the third quarter of the future, so it is reasonable to sell their stocks sharply." Wang Liusheng, a researcher at China Merchants Securities, said. The performance of photovoltaic companies fell significantly in the second quarter. Although there are many reasons, the fundamental reason is the poor demand in Europe, a major photovoltaic market

Jingao solar executives believed that the decrease in PV module shipments and the decline in the average sales price of module products were the reasons for the company's losses in the second quarter. The company said that from March to May this year, the installed capacity in Germany fell by more than 50% year-on-year

in addition, some companies' forecasts of market demand are biased, so some companies have high inventories, resulting in a decline in gross profit margin and a sharp rise in costs. Jingao Solar's senior management admitted that the company's inventory reserve in the second quarter was as high as $27.7 million, which was reflected in the cost of sales. CLP photovoltaic also said that the gross profit margin of the company in the second quarter was the reduction of the weight of the body panel, which decreased the focus of polar 1 by 2.6%, one of the reasons is the high inventory cost of the enterprise. Another important reason for

in the actual test is the serious overcapacity in the industry at present. According to the analysis of imsresearch, in the first half of 2011, the annual average production capacity of the global photovoltaic industry reached 35 GW, far exceeding the market demand of 19 GW. This means that the global photovoltaic capacity release rate will only be about half, and if the proportion of orders concentrated in large factories is calculated, the life of small and medium-sized enterprises will become extremely difficult

opening up new markets has become a top priority

technological innovation and scale operation will attract attention

"even if there will be overcapacity in the short term, we will also increase the scale of our batteries and components." Caizhifang, CEO of CLP photovoltaic, said. It is understood that after CLP photovoltaic invested 1.8 billion yuan to expand module capacity at the end of June 2011, it still had a capital expenditure of US $157million in the second half of the year

Li Xiande, chairman of Jingke energy, told that the production capacity of Jingke energy in the second quarter of this year was 1.1 GW and will reach 1.5 GW by the end of the year

opening up new markets has become another urgent preparation for photovoltaic enterprises. Li Xiande believes that the U.S. market has recovered from July and August, so the shipment volume in the second half of the year may not be lower than that in the weakest quarter (208 MW). He predicted that the company could deliver 230 MW to 250 MW in the third quarter. CLP photovoltaic is also in San Francisco, the United States, and is currently recruiting. For the Chinese market where there may be large-scale demand, the company's senior management plans to re formulate the sales and market strategy. "We are also optimistic about India. The local demand for our components increased from 6 MW in the second quarter to 40 MW in early July." Caizhifang said

he also believes that the urgent problem at present is to control the cost of raw materials and amorphous silicon as much as possible, and improve the efficiency of raw materials

Li Xiande pointed out that the price of polysilicon in the previous stage fell from $70/kg to $55/kg, "but it seems that the domestic polysilicon price cannot fall below $50/kg, which shows that the cost of most polysilicon manufacturers is also around this figure. But I believe that with technological progress, the cost of polysilicon can fall to $35/kg in the short term."

"there has been no fundamental breakthrough in the core technology of the industry for many years. If enterprises want to survive, they must strengthen technological innovation in order to win more capital investment." In an interview, zhudunming, a partner of Qingyun venture capital investment, believed that for polysilicon, battery chip and component enterprises, the decline in profits will become the biggest risk of their financing. For investors, "there is no increase in the demand for 3-yuan materials with high energy density, and it is necessary to pursue projects without core technology, core process and core equipment." Yao Feng of LDK Solar Technology Co., Ltd. also said that focusing on the progress of photovoltaic power generation technology can promote the improvement of cost conversion rate

"the photovoltaic industry in the future will be an industry with a larger scale, but a reasonable profit margin. It will be an era of 'hard work and heroes'." Sunhaiyan, vice president of Changzhou Trinasolar Co., Ltd., told, "in fact, there is no secret to open sesame in China's photovoltaic market. In fact, it is nothing more than the key factors of cost, innovation, quality and scale. If the scale is doubled, the cost can be reduced by 20%."

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