On August 23-25, Trina Solar, TCL Zhonghuan, Hengdian Dongci, Maiwei and other The company achieved module shipments of more than 32GW, of which about 17 GW in the second quarter. In the first half of the year, module sales in the United States accounted for a relatively low proportion, while domestic sales accounted for slightly more than 50%, Europe accounted for slightly more than 25%, the Asia-Pacific region accounted for 11% -12%, and the Middle East accounted for about 8%. In view of the development of technology lines, Trina Solar said that TOPCon will still be the mainstream technology in the industry in the next few years, BC and HJT coexist , and have certain advantages in some local niche markets. On the one hand, Trina Solar continues to improve the efficiency and performance of TOPCon, on the other hand, it looks forward to the layout of perovskite tandem cell technology. Trina Solar believes that the most valuable change in photovoltaic cell technology in the future lies in the qualitative change from crystalline silicon to lamination, which can be more than 4 PCT higher than that of crystalline silicon. Since the end of May, with the end of the "rush to install", the market has been in a wait-and-see state for a period of time, Trina Solar believes that this is a normal stage , and that in the long run, the average price of electricity on the grid has declined. It will not have a great impact on the demand for distributed photovoltaic. With the distribution of on the U.S. market, Trina Solar said that the U.S. market may see the effect of accelerated demand release in the short term." In the third quarter, the price of components in the US market has increased compared with the first half of the year. In the medium and long term, the economy of photovoltaic power generation is still very advantageous in all types of energy, and TCL Zhonghuan, a global " including the United States, said that the company has no new investment. The current production capacity of crystal wafers is nearly 200 GW . Among them, there are three component production bases with an overall capacity of about 24 GW. In addition, investors are more concerned about whether TCL Central has an integration plan in the middle and lower reaches. TCL Central believes that the industry integration has always been to let fewer players participate and eliminate backward production capacity through the integration process. "At present, the company's performance is improving every quarter, while the company has cash flow and capital reserves, and has the ability and conditions to participate in industry mergers and acquisitions in a timely manner," he said. In the overseas market, TCL Zhonghuan said that the demand for overseas silicon wafers has been relatively stable in recent years. At the same time, due to the demand and policy changes in Europe and the United States, the demand for silicon wafers in Southeast Asia, Central Asia, Europe and other regions has increased. In addition, the company is also actively laying out overseas silicon wafer production capacity opportunities , and striving for more cooperative stickiness with overseas customers in the future. Cooperation in the form of industrial chain and cooperation in the form of business Hengdian Dongci in view of the current domestic component market price judgment, Hengdian Dongci said that the domestic terminal is still on the sidelines, and the price has not yet been fully marketized . It is expected that the rhythm of domestic installation will remain uncertain in the second half of the year, and the transaction price will gradually rise in the compromise between supply and demand. In this process, the upstream cost rises faster than downstream price adjustment, and some enterprises may have periodic profit pressure. Hengdian Dongci believes that at this stage, the overall acceptance of price increases in China is not too high, and it is necessary to consider how to compromise with each other in the short, medium and long term. Regarding the double-reaction investigation launched by the United States against Indonesia, Hengdian Dongci said that its Indonesian base had taken into account that it might be affected by the double-reaction in the future and had made some pre-preparations. Although Indonesia's equivalent tariff has been raised from 10% to 19%, after the implementation of the tariff, the impact of the tariff can basically be passed on to customers . Regarding the subsequent quarterly profit trend, Hengdian Dongci said that in addition to overseas production capacity for specific markets, other regional market profitability Q2 has recovered compared with Q1, and it is expected that the second half of the year will still be supported by certain business strategies. Regarding the development trend of overseas photovoltaic manufacturing , Maiwei shares said that because the degree of automation and unmanned of heterojunction technology is relatively high, the process is simple, the manufacturing yield is high, and the dependence on labor and facilities is very l ess. HJT technology is very advantageous in overseas developed countries and some regions suitable for the characteristics of HJT technology. In the follow-up, Maiwei shares will maintain continuous communication with overseas customers, and follow-up orders are expected to gradually land . In addition, Maiwei believes that the mass production technology of silicon-based perovskite/heterojunction tandem solar cells is the sustainable development direction of the photovoltaic industry.
浙公网安备33010802003254号