In the new year, enterprises will usher in a reshuffle. Competitive enterprises will eliminate backward enterprises, and advanced production capacity will inevitably eliminate backward production capacity. Recently, the photovoltaic industry has also ushered in major new changes.
In the past few years, with the popularity of photovoltaics, the industry has accumulated more energy, more contradictions, and more variables. On October 31, 2022, Zhonghuan lowered the price of silicon wafers for the first time. In addition, silicon materials and solar cells also saw a significant price cut. But with the release of newly expanded production capacity, the contradiction of oversupply in the market began to appear. The expansion of production capacity in the entire industrial chain has led to a reversal of the market supply and demand pattern, that is, the situation of shortage of supply has been alleviated, and the situation of oversupply has begun to loom, which has triggered a reduction in the price of the entire industrial chain.
Source: Polaris Solar Photovoltaic Network
At present, the conversion rate of PERC batteries has reached the extreme value, and the room for upward expansion is very limited. After the innovation efforts of the whole industry, the high conversion rates of TOPCon, HJT, IBC, and perovskite battery technologies have been fully certified, and the battery and module markets are also driven by In the past, the state of PERC dominating the world has changed to a pattern of competition among TOPCon, HJT, IBC and other technologies. Although China's photothermal industry chain is relatively complete and mature, and its overall technical level is leading the world, China still has technical shortcomings in some core links. The technical level of the photovoltaic industry is mainly reflected in the production environment of the most upstream high-purity silicon material. In international competition, high-tech core products are mainly provided by enterprises in developed countries such as the United States, Germany, and Japan. However, my country has not yet established technical evaluation and testing standards for mid-stream products in the photovoltaic industry such as cells and modules, resulting in uneven quality of related products. The power quality problems caused by grid connection, the temperature rise, mismatch and hot spots of photovoltaic arrays, and the optimal configuration of photovoltaic arrays are all technical barriers that photovoltaic grid connection needs to break through.
Under the "double carbon" trend, photovoltaics has become one of the hottest tracks with the strongest certainty, and capital from all walks of life has been pouring into the photovoltaic field at an accelerated rate. After entering 2022, many companies and capital cross-border photovoltaics, showing a new feature, including real estate, dairy, and toys. Is it a speculative catering for fun or an innovative transformation of photovoltaic "novice"? There are also differences in the market's views on the gathering of listed companies in cross-border photovoltaics. On the one hand, related stocks have been closed for daily limit, and on the other hand, it has caused doubts about "not doing business properly". But no matter what the purpose is, from the perspective of the overall trend and changes, combined with the layout and progress of some earlier cross-border photovoltaic enterprises, the entry of a large number of enterprises and capital will eventually impact and change the inherent competition and development pattern of the photovoltaic industry. Combining the economic environment and photovoltaic development, it can be expected that during the 14th Five-Year Plan period (2021 to 2025), more capital will cross-border into the photovoltaic track.
Many photovoltaic companies are trying to land in the capital market. Whether it can be listed will greatly affect the competition level of the company and the right to speak in the market, and even have a bearing on the survival of the company. According to the statistics of Black Hawk Photovoltaics, in the past four years, more than 70 photovoltaic companies have successfully landed in the capital market, and many companies have been able to accelerate their growth and strength through capital strength. By August 2022, there will be 148 listed photovoltaic companies in China. Integrating various changes in industry trends and development, Black Eagle PV believes that China's photovoltaic industry has entered the "post-listing era", and various photovoltaic companies will not only compete fiercely at the market and industry levels, but also at the capital market level. More and more photovoltaic companies will rush to enter the capital market. By the end of 2023, there may be more than 170 listed photovoltaic companies.
Although the photovoltaic industry is facing great changes, one of the positive trends is that the policy remains unchanged. 2023 is a critical year for the implementation of the "14th Five-Year Plan", and it is also the third year for the implementation of the "Double Carbon" goal. In this context, it is expected that national and local policy support for the photovoltaic industry will maintain a steady and positive trend. The strength and pace of favorable policy support will not change in any way, and may continue to increase. This "unchanged" "It's a big plus for the industry as a whole.
However, the rhythm and scale of change and change are not so easy to grasp and handle, which will become a major problem for other companies to prepare for the exam.
In any case, photovoltaic 2023 has come, new opportunities and new challenges have come! Enterprises should seize opportunities in this changing and constant rhythm and scale.
