In 2021, benefiting from the promotion of the national “double carbon” policy, the photovoltaic industry ushered in rapid development. As a representative enterprise of 210 large-size silicon wafer components, Trina Solar Co.Ltd(688599) (688599. SH) achieved a sharp rise in performance.
Trina Solar Co.Ltd(688599) relevant people told the financial associated press that in 2021, the company benefited from the prosperity of the global photovoltaic industry, strong market demand and greatly increased shipments. The cumulative shipment of 210 size components exceeded 16GW, and the overall market share increased from 13% to about 16%. According to the ranking of top 10 global component suppliers in 2021 released by PV tech, a world-renowned photovoltaic media, the global component shipment volume in Trina Solar Co.Ltd(688599) 2021 ranked second in the world.
According to the performance express released by Trina Solar Co.Ltd(688599) on the evening of February 22, the company achieved a revenue of 44.490 billion yuan in 2021, an increase of 51.23% over the previous year; The net profit was 1.876 billion yuan, an increase of 52.64% over the previous year.
The above-mentioned relevant persons told the financial associated press that the increase in the market share of Trina Solar Co.Ltd(688599) is mainly due to the large increase in the installed capacity of distributed photovoltaic in China. Last year, relevant national policies encouraged PV to go to the countryside, Trina Solar Co.Ltd(688599) in-depth cooperation with Shandong, Shanxi, Hebei and other places, expanded PV Distributed installation business on Farmers’ roofs, and greatly increased the shipment of modules. In addition, benefiting from the company’s previous deep cultivation of overseas distribution channels, Trina Solar Co.Ltd(688599) last year’s overseas distribution business developed well with high profits, which supported the company’s performance.
According to the research of Jibang new energy network, 201 large-size silicon wafer will usher in greater development in 2022. In 2021, large-size silicon wafer has become the primary choice under the trend of cost reduction and efficiency increase in the industry, and the product slicing has made remarkable progress. At present, more than 27 Chinese enterprises have laid out photovoltaic large-size silicon wafer battery enterprises, accounting for more than 70%, laying the foundation for the future development of 210 size silicon wafer modules.
The Trina Solar Co.Ltd(688599) relevant people also told the financial associated press that at present, the mainstream dispute of more than 182 210 large-size silicon wafer batteries is still white hot. It is estimated that in 2022, the total capacity of large-size battery chips will account for about 64% of the market, of which 210 is 260.4gw, accounting for 50.2%; In 2022, the production capacity of large-size components will reach 349.9gw, accounting for 74.6% of the total market, of which the production capacity of 210 components will reach 206.8gw, accounting for 44.1% of the market.
