GLONGHUI July 10丨The photovoltaic sector rose,Longji Green Energy has increased by more than 8%,Tongwei shares rose more than 7%.Xinneng Technology, Foster, Jinchen Shares, and TCL Central followed suit.
On the ETF side,GuangfaPV 30ETF,PV ETF Huaan,Tianhong FoundationPV ETFs rose more than 3%,Huitian WealthPV ETF funds,Huatai BerryPV ETF,CathayPV 50 ETF,PenghuaPV ETF funds continued to rise.
According to the news, for the first time, the photovoltaic industry has substantially ended the size dispute. Nine leading photovoltaic companies, Artes, Dongfang Risheng, Jingao, Jinko, Longji, Tianhe, Tongwei, Yidao, and Zhengtai, jointly announced that they have reached a consensus on standardizing the size of the medium version of the new generation of rectangular silicon wafers.
The dispute over the size of photovoltaic modules is a sign of controversy within the industry. To a certain extent, size standardization also represents a compromise between leading companies facing a decline in industry sentiment.
According to Tianhe Solar, the unification of size will improve production efficiency, reduce industrial chain costs, bring about large-scale development, and fully unleash the value of the entire industry; it is also conducive to forming a mature industrial chain ecology, reducing electricity costs, and maximizing application-side value.
Longji Green Energy said that whether it is an upstream material manufacturer or a downstream system integrator, the whole industry chain is deeply affected by frequent changes in size. Standardization of components has become a key factor affecting the healthy development of the entire industry. Standardization of component sizes will surely have a major impact on the future development of the industry: first, it can optimize the supply structure of the industry chain and reduce specification switching losses and structural price fluctuations caused by adapting to different component sizes; second, it can greatly reduce the inventory of all upstream components. Production lines no longer need to consider the complexity of various equipment, which is conducive to improving the utilization rate of production capacity. Industrial chain Cost reduction; third, it helps reduce power plant design costs, supply risks, and product selection workload for end customers; fourth, it facilitates post-operation and maintenance management and product replacement and transformation of power plants. The photovoltaic industry has been making frequent moves recently, and the two leading photovoltaic silicon wafers have drastically lowered their prices.
TCL Central announced the latest monocrystalline silicon wafer price on July 9, down nearly 30% from the highest price quoted on June 1. Among them, the prices of the N-type 130 μM210 and 182 were 3.84 yuan and 2.90 yuan respectively, down 29.54% and 25.06% respectively from 5.45 yuan and 3.87 yuan on June 1.
Longji Green Energy updated the price of silicon wafers at the end of June. The latest price for the P-type M10 150 μm thickness monocrystalline silicon wafers was 2.93 yuan/piece. Compared with the 4.36 yuan/sheet announced on May 29, a decrease of 32.8%.
Industry institutions believe that as upstream prices gradually fall to the bottom and restructure, there is little room left for subsequent price reductions. It is expected that silicon wafers will adjust operating levels through continuous rolling to cope with their own inventory levels and pricing strategies.
Star fund managers Zhao Wei, Cui Chenlong, and others said that most of the risks in the new energy sector have been released, but it will still take time for industrial supply to clear. As subsequent demand improves sequentially, some companies leading the middle and downstream links and new technology directions with relatively good supply patterns have high investment value.
Guoxin Securities said that according to Infolink data, China's PV module export scale in May was 19 GW, up 32% year on year and 5% month on month; from January to May, the total export of modules was 88 GW, up 39% year on year. Export data maintained good growth, while new domestic installations declined month-on-month in May, influenced by two reasons: the industry started a low season in January-February, which in turn affected the May-June installation and grid connection data; prices of silicon materials and components fell rapidly from May to June, and component purchasers had a certain wait-and-see sentiment. These factors will improve significantly by the third quarter, so it is expected that demand in the PV industry will increase in the third quarter.
