Jan 11, 2021
Technological innovation to promote parity, 2021 PV installation ushered in high growth. Continuous technological innovation in the upstream and downstream of the photovoltaic industry chain to promote grid parity at home and abroad. During the 14th Five-Year Plan period, the average annual installed capacity of PV is expected to increase by 70-90GW, with strong market demand and high growth opportunities.
Silicon prices are expected to rise after the first quarter, with tight supply and demand and high average prices.Silicon wafer expansion intensifies competition, large size monocrystalline silicon wafers continue to penetrate, silicon wafer significant expansion, silicon wafer competition intensifies, 2021 monocrystalline silicon wafer gross margin may decline to a reasonable range of 20-25%. Continued penetration of large size monocrystalline wafers, gradually verified on the client side, will usher in volume growth in the second half of 2021.
HJT technology will not have a competitive advantage for the time being due to production efficiency, supply chain support and cost. The market will usher in the mass production of TOPCon cells, especially TOPCon+ will gradually replace the existing PERC capacity, and large size cells will usher in profit improvement opportunities.
Benefit from the promotion of high-power components, the structural shortage of wide glass, auxiliary materials, due to the gradual promotion of large size high-power components, wide glass will be a structural shortage. The large size of wide glass will not be supported by the old production line and the long cycle of new production line, so there is a structural shortage opportunity. The rapid penetration of double-sided double-glass will bring a significant growth in demand for POE materials.
From silicon, silicon wafers to cells, modules, the entire industry chain upstream and downstream actively expand production. Benefit from the expansion of production and revenue recognition, 2021 high-end equipment enterprise performance will continue to high growth. Jiejia Weichuang, Maiwei shares, Dier laser, and other companies continue to grow rapidly.
Photovoltaic + energy storage is the future, system integration ushered in the big development, photovoltaic bracket companies fully benefit from the investment in photovoltaic power plants. Photovoltaic + energy storage can improve the penetration rate of new energy and the ability to consume it, better meet the diversity of user needs and achieve precise energy supply. As the PV+storage model continues to penetrate, system integration solution providers such as Sunshine Power usher in a period of high growth development.
Zenergy Tech Co., Ltd. is a team with 10-year-experience in PV field and relevant power electronic equipment R&D ability. Over the years we have been devoted to the rational utilization of renewable energy such as Multi-source hybrid system design and photovoltaic (PV)and PV solutions. Based on deep understanding of micro power grid, our comprehensive solution is not limited to PV itself but from the perspective of the whole power supply system, to provide more reliable and efficient power solutions for the owners.