The photovoltaic sector "delayed spring" fell 2.84% as a whole, and the conversion rate of Longji new technology exceeded 25%, setting a world record

At the time of spring blooming in the second quarter, the performance of the photovoltaic sector did not usher in spring. It fell for three consecutive weeks. This week (March 28-April 1), the photovoltaic sector fell 2.84%. This week, the total turnover of photovoltaic equipment concept section of China stock market news was 104747 billion yuan, with a turnover rate of 7.90%. In terms of individual stock performance, the top 10 photovoltaic enterprises monitored by the reporter of Huaxia times fell more or less. The highest decline was 4.35% of Longi Green Energy Technology Co.Ltd(601012) followed by 3.67% of Zhejiang Chint Electrics Co.Ltd(601877) , Tongwei Co.Ltd(600438) , Tbea Co.Ltd(600089) , Hangzhou First Applied Material Co.Ltd(603806) share prices rose.

At the industry level, under the guidance of the double carbon goal, the state and many places have issued a number of support policies, and the performance of many enterprises in the first quarter is expected to be good. Recently, the document issued by the Ministry of housing and urban rural development stipulates that Cecep Solar Energy Co.Ltd(000591) system shall be installed in new buildings, and the design of Cecep Solar Energy Co.Ltd(000591) building integrated application system shall be completed simultaneously with the architectural design. Shandong will have a heavy subsidy policy in terms of offshore photovoltaic. For the floating offshore photovoltaic projects completed and connected to the grid in the "14th five year plan" from 2022 to 2025, the finance of Shandong Province will give subsidies according to the standards of 1000 yuan, 800 yuan, 600 yuan and 400 yuan per kilowatt.

silicon material enterprise first quarter performance forecast

Under the background of high silicon material prices, the performance growth of enterprises with a large amount of silicon material production capacity has accelerated Tongwei Co.Ltd(600438) announcement shows that its performance in the first quarter of 2022 is expected to be 4.9-5.2 billion yuan, with a year-on-year increase of 478% - 514%; After deducting non recurring profits and losses, the company's performance in the first quarter of 2022 is expected to be RMB 4.8-5.1 billion, with a year-on-year increase of 503% - 541% Tongwei Co.Ltd(600438) said that during the reporting period, the installed capacity of photovoltaic exceeded expectations, the demand for polysilicon products was strong, the market price rose year-on-year, the company's new production capacity was effectively released, the output increased year-on-year, and the volume and profit increased in the first quarter.

Tbea Co.Ltd(600089) is also a large silicon supplier. Its first quarter performance forecast shows that it is expected to achieve a net profit of RMB 3.9 billion-4.4 billion in the first quarter of 2022, with a year-on-year increase of 69% - 90%; The net profit attributable to shareholders of listed companies was 2.8-3.3 billion yuan, with a year-on-year increase of 32% - 56%; The net profit attributable to shareholders of listed companies after deducting non recurring profits and losses was RMB 3 billion-3.5 billion, with a year-on-year increase of 460% - 553%.

The photovoltaic industry is also expanding rapidly Flat Glass Group Co.Ltd(601865) announcement said that in order to respond to the new energy development planning goal of "carbon peak and carbon neutralization", ensure the production capacity supply of ultra-thin photovoltaic glass and meet the market demand of large-scale photovoltaic modules, on March 31, 2022, the board of directors of the company approved the investment plan of Anhui Flat Glass Group Co.Ltd(601865) which is a wholly-owned subsidiary of the company. The project is to build four photovoltaic module glass projects with a daily melting capacity of 1200 tons in Fengning modern industrial park, with a total investment of about 3.8 billion yuan.

Flat Glass Group Co.Ltd(601865) said that this foreign investment is to provide capacity guarantee for the company to meet the market demand for large-scale photovoltaic modules and the market penetration of double glass modules; At the same time, it is also conducive for the company to seize the development opportunity of photovoltaic glass market and further improve the market share of photovoltaic glass with the help of the cost advantage and differentiated product positioning of large kiln furnace.

The rapid development of the market has driven the progress of relevant technologies. Recently, Longji said that certified by the Cecep Solar Energy Co.Ltd(000591) Research Institute (ISFH) in Hamelin, Germany, Longji R & D team has set a Shanghai New World Co.Ltd(600628) record of 25.40% conversion efficiency of indium free hjt battery on M6 full-size (274.5c ㎡) monocrystalline silicon wafer, which has consolidated the industrialization Foundation of the low-cost technical route of hjt battery.

Shandong will vigorously subsidize offshore photovoltaic

On March 29, the National Energy Administration issued the guidance on energy work in 2022. The opinion points out that we should vigorously develop wind power and photovoltaic. Continue to implement the development and construction of roof distributed photovoltaic in the whole county, and strengthen the supervision of the implementation. According to local conditions, organize and carry out "wind control action in thousands of villages and townships" and "Sunshine Action for thousands of families".

Recently, the Ministry of housing and urban rural development recently issued an announcement approving the general code for building energy conservation and renewable energy utilization as a new national standard. The document stipulates that Cecep Solar Energy Co.Ltd(000591) system shall be installed in new buildings, and the design of Cecep Solar Energy Co.Ltd(000591) building integrated application system shall be completed simultaneously with the building design. The installation of Cecep Solar Energy Co.Ltd(000591) system on buildings shall not reduce the sunshine standard of adjacent buildings. Meanwhile, the design service life of photovoltaic modules in Cecep Solar Energy Co.Ltd(000591) photovoltaic power generation system shall be higher than 25 years.

Shandong will have heavy subsidy policies for offshore photovoltaic. At the press conference to interpret the "list of high-quality development policies for" seeking progress while maintaining stability "in Shandong Province in 2022 (the second batch), Deng Zhaojun, deputy director of Shandong Energy Bureau, said that he would actively promote the pilot demonstration of offshore photovoltaic. For the "14th five year plan" floating offshore photovoltaic projects completed and connected to the grid in 20222025, the finance of Shandong Province will give subsidies of 1000 yuan, 800 yuan, 600 yuan and 400 yuan per kilowatt respectively, and the scale of subsidies shall not exceed 100000 kW, 200000 kW, 300000 kW and 400000 kw respectively. Bring offshore photovoltaic into provincial key projects and comprehensively solve the problem of sea and land use. At the same time, with reference to the offshore wind power support policy, we will give support in giving full play to the role of the new and old kinetic energy conversion fund, including the special bond project library, configuring energy storage facilities and repurchasing transmission lines, so as to promote the floating offshore photovoltaic to "deep blue" and embark on the road of large-scale and commercial development.

From January to February, China's photovoltaic industry operated steadily and well, and the manufacturing industry maintained an overall growth trend. According to the data released by the Ministry of industry and information technology, the output of crystalline silicon batteries in China exceeded 39gw. Affected by many factors, the prices of related products fluctuated upward. In the polysilicon sector, the national output from January to February is about 110000 tons, and the average price of dense materials in January and February is 233 yuan / kg and 240 yuan / kg respectively Silicon wafer: from January to February, the national output is about 40gw (GW), and the export is about 5.1gw. The average price of single crystal M6 silicon wafer in January and February is 5.05 yuan / piece and 5.30 yuan / piece respectively.

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