With the disclosure of the semi-annual report performance forecast of photovoltaic listed companies, the most real situation of the photovoltaic industry in the first half of the year has also been presented. Although not all " of the first half of this year, the photovoltaic industry is very busy. The two important documents at the beginning of the year made the PV industry once again set off a vigorous rush to install, boosting China's has exceeded 1 TW . In the first five months of this year, the newly installed photovoltaic capacity reached 197.
However, judging from the published performance of listed companies, the rush to install in the first half of the year did not seem to reverse the plight of the photovoltaic industry, and the overall photovoltaic enterprises are still in the whirlpool of losses. The 46 photovoltaic enterprises sorted out
from the digital new energy DataBM. Com include 21 main industrial chain enterprises. Apart from Saifutian and Hengdian Dongci , the remaining 19 enterprises are still in the red. The total net profit loss reached 162.15-187.
Among them, the net profit of Tongwei Stock, Jingao Technology, TCL Zhonghuan, Junda Stock and Aerospace Mechatronics expanded compared with last year.
Although still in ICU, but the dawn or now
from the above point of view, to borrow the words of the industry media, photovoltaic is still in ICU. However, the author believes that although the industry situation is still grim, the chill seems to be dissipating. In terms of
performance, most enterprises have reduced losses or even turned losses into profits. Of the 19 photovoltaic companies that still lost money
in the first half of this year, 10 companies lost less net profit than same period last year. In addition to * ST Mubang, the remaining 9 enterprises have a loss reduction rate of 46% or more .
Among them, the performance of Aixu shares has improved most obviously.The performance forecast shows that the company lost 170-280 million yuan in the first half of this year. The net profit loss of Longji Green Energy,
another BC leader, also narrowed in the first half of this year, with a loss of 2.4 to 2.8 billion yuan, about half of the same period last year.
While rectifying the low price, the operating rate of enterprises will also be strictly controlled, and the frequency of spot checks by third-party audit units will be strengthened, and all photovoltaic enterprises will be subject to the admission review of audit units as required. Direct "exit circle" warning for violators.
So it seems that the photovoltaic industry's "anti-involution" is really moving.
However, according to the author's observation, although the "anti-involution" is vigorous, the market sentiment is still relatively negative.
On the one hand, the price rebound of photovoltaic products in this round is due to macro-control, the basic support is weak, and the contradiction between supply and demand has not been actually solved.
On the other hand, in the first five months of this year, with the help of the rush to install, China's new PV installed capacity has reached more than 77% of the annual forecast target of new installed capacity (according to China's , if there is no further significant demand release, it will be more than 77%." In the second half of the year, the market demand for installed capacity is likely to accelerate and slow down. Can product price continue to be strong at a reasonable price?
For example, in recent years, the market has also reported that some enterprises have been accused of breaking the guiding price and continuing to implement low-price sales. Although the rumors were finally refuted by enterprises, in the process of "reporting-statement", it also shows that the basis of trust and cooperation in the industry is not firm .
Compared with many traditional industries, China's photovoltaic industry is more market-oriented and flexible , and in the current environment of long-term serious "price involution" and demand has not yet been released in large quantities. If the photovoltaic industry wants to get rid of the low-price competition and return to the essence of product value in a short time, it needs more mutual "trust".
But this also shows that the photovoltaic industry's "anti-involution" is not easy to implement, after all , "big knife falls" which is not painful, but the pain must also cut off the "bad fruit".
For the current anti-involution of the photovoltaic industry, the author is not so negative in the market. The author believes that the current photovoltaic industry's "anti-involution" is a positive signal out of the cold winter, although it is impossible to predict the final actual landing results, but there is hope.
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