This ranking data is mainly based on InfoLink supply and demand database and financial disclosure data, and will be based on the sales data of "private brand" components surveyed with manufacturers. If there are manufacturers who have not completed the statistics, they will also check the operation data of individual manufacturers and the output and inventory calculation of InfoLink statistics. The final data shall be subject to the company's own announcement. In the first half of this year, the shipments of TOP 10 components in InfoLink statistics were about 159-160 GW, which increased by 57% compared with TOP10 manufacturers last year, and the growth rate was slightly narrowed in the same period. Looking at the quarterly performance, the relative growth in the second quarter was only 28%, which was narrower than last year.
The main factor is that the demand in the second quarter is not as good as expected, and the overseas inventory factors affect the fermentation, the proportion of domestic sales has increased slightly, and the terminal wait-and-see sentiment is strong. This year, under the change of surplus and technological transformation, the gap between manufacturers has increased. With the increase of
shipment volume, the competition among manufacturers is becoming more and more intense
, and the watershed division among manufacturers in the component sector is obvious. The manufacturers in the previous period are the same as last year, which shows that the trend of Evergrande is significant. However, there is a clear shift in the latter part of the ranking.
The top three manufacturers are Jinko, Longji and Trina/Jingao. The vertical integration plant continues to suppress the component manufacturers in the second echelon by virtue of its advantages in volume, cost and overseas channels. The shipments of the top three manufacturers are all above 24 GW, and the gap with the latter is at least 10 GW.
Observing the data, Jinko returned to the first place again, with a slight gap between the top two, an increase of nearly 70% compared with the same period last year. Jinko has a chance to stabilize the first place this year, but it still needs to observe the state of the market in the second half of the year. In the second place, Longji increased by about 50-55% compared with the same period last year. With the support of domestic and overseas channels, Longji has performed well in China and Europe. We need to observe whether there is a chance to break out in the second half of the year as last year.
This time, Tianhe and Jingao are tied for the third place, mainly because the sales data of their own brand components are relatively close, with a range of less than 5%. Tianhe's main markets are also overseas, with an increase of about 35-40% compared with the same period, among which Europe, Asia-Pacific and Latin America also performed well. Jingao's domestic and overseas shipments are relatively average, with domestic, European and other places as the main development, an increase of about 60% over the same period last year.
The ranking of the second ladder is: Atlas, Zhengtai Xinneng/Tongwei Stock, Dongfang Risheng, Yidao Xinneng and First Solar. The shipment volume of manufacturers is divided, the market of Atlas is mainly overseas, and the advantages of overseas channel operation are mainly in North America, Europe, Central and East Africa and other markets, maintaining the fifth place steadily. And the sixth to eighth manufacturers, the data of the three companies fall between 8-9 + GW, the data is very close, this time Zhengtai and Tongwei tied for sixth place. Dongfang Risheng mainly focuses on overseas market layout, especially in the European market. First Solar is the only overseas manufacturer on the top 10 list, and its main market is still the US market, which accounts for at least 80% of the market share, and its ranking has dropped slightly to the tenth place. The competition among the manufacturers in the
second echelon is very fierce. The new component manufacturers in China have stepped forward, which makes the ranking in the latter part of the ranking change. Tongwei stepped forward in the component link last year, and achieved good results in this ranking. The ranking jumped to the sixth place and tied with Zhengtai. The performance of a new energy is not far behind, and it has successfully entered the top ten list this time. The main market of new manufacturers is still domestic, and the operation of overseas channels needs to be observed in the future. Manufacturers behind the
list, such as Jinzhou Sunshine, Suntech, Hanhua Q Cells, Dongci, Yingli and so on, observed that the marketing port data was between 3.5 and 4.8 GW, among which Hanhua Q Cells shipments remained stable, but in the first half of this year, under the situation of intensified market competition, they dropped the top ten lists. The follow-up still needs to look at the progress of expansion projects in the United States. Component production capacity is still growing in the second half of this year, under the excess capacity, the second echelon competition will be more intense. M10 is still the main
size
of TOPCon sales. According to the size data of the top ten manufacturers (excluding First Solar), M10 (182mm) accounts for about 71.6% and G12 accounts for about 26.9%. About 1.5% for M6 (166mm) and other specifications. Sales
of N-type and new components accounted for about 18%, a substantial increase compared with the same period last year. Among them, the growth of TOPCon is the main factor, with a volume of about 25-26 GW, of which Jinko accounts for about 60-65%. The shipment target of
manufacturers is still very positive
. This year's shipment target has not changed much from the previous survey. The average shipment target of the top four manufacturers is about 60 GW or more, or even as high as 90 GW. Some manufacturers disclosed the revised target in the semi-annual report. It is estimated that the total shipment target is about 275-295 GW, and there is no obvious increment compared with the previous period. It is estimated that the average compliance rate of manufacturers is about 75-80%, some manufacturers are not up to expectations, and the pressure of component links will increase in the second half of the year.
浙公网安备33010802003254号