The Political Bureau of the CPC Central Committee conducted the 36th collective study on striving to achieve the goal of carbon peak and carbon neutralization. The meeting pointed out that we should give more prominence to promoting the development of new and clean energy, and actively and orderly develop light energy, silicon energy, hydrogen energy and renewable energy. We should promote the deep integration of energy technology with modern information, new materials and advanced manufacturing technology, and explore new modes of energy production and consumption. We should accelerate the development of new energy sources such as wind energy, Cecep Solar Energy Co.Ltd(000591) , biomass energy, geothermal energy, marine energy and hydrogen energy with economies of scale, coordinate hydropower development and ecological protection, and actively develop nuclear power in a safe and orderly manner.
According to the installed capacity data disclosed by the national energy administration, China’s photovoltaic installed capacity in 2021 was 53gw, a year-on-year increase of 9.96%, approaching the historical installed capacity in 2017. In the first quarter of 2022, driven by the continued strong overseas demand and the release of China’s demand for replenishment of storage, the operating rate of photovoltaic adhesive film, battery, module and other links rebounded significantly, and the landscape of the industrial chain is expected to rebound at the bottom, which is expected to realize the non light off-season and the improvement of profit margin. It is expected that in 2022, the pressure on the supply chain is expected to ease steadily, and the PV will return to the main road of reducing cost and increasing efficiency.
According to the theme database of financial Associated Press, among the relevant listed companies:
Qingdao Gaoce Technology Co.Ltd(688556) photovoltaic cutting equipment and diamond wire products have covered the top 10 customers of photovoltaic silicon wafer production capacity in the world. At present, Leshan 5GW large silicon wafer demonstration base has been put into operation, and the planned production capacity in the future is more than 35gw.
Ja Solar Technology Co.Ltd(002459) has the production capacity of the whole photovoltaic industry chain from crystal drawing silicon wafer battery module. The company expects that by the end of 2021, the module capacity will reach 40gw, and the silicon wafer and battery capacity will be about 80% of the module capacity.
