On April 11, April 11, the A-share photovoltaic sector continued to decline in the A-share photovoltaic sector. As of today’s closing, the Jiangsu Yuxing Film Technology Co.Ltd(300305) %. The Cecep Solar Energy Co.Ltd(000591) sector of Hong Kong stocks also fell. As of press time, Fuyao Glass Industry Group Co.Ltd(600660) (03606. HK) fell by more than 8% and Flat Glass Group Co.Ltd(601865) glass (06865. HK) fell by more than 6%.
The relevant personnel of the photovoltaic module enterprise Gcl System Integration Technology Co.Ltd(002506) ( Gcl System Integration Technology Co.Ltd(002506) . SZ) told the first financial reporter: “under the new round of epidemic, the logistics supply chain is affected. Our factory is not infected at present. Hefei is OK, but the supply chain is mainly concentrated in the Yangtze River Delta, so the logistics is greatly affected.”
“Since the outbreak of the epidemic this year, the company has fully cooperated with the anti epidemic work. On the basis of strictly implementing various epidemic control measures, the company has taken the initiative and actively coordinated various resources to ensure the safety of operation and production stability. At present, the overall production and operation situation is stable and there is no employee infection.” Gcl System Integration Technology Co.Ltd(002506) told the first finance and economics reporter: “however, as the epidemic continues, it is still affected in terms of labor, raw material supply, component shipment and equipment commissioning.”
The first financial reporter further learned from Gcl System Integration Technology Co.Ltd(002506) that in terms of employment, enterprises are facing certain challenges in recruitment. With the continuous improvement of production capacity and the continuous operation of production lines in workshop 2, enterprises have a large demand for production operators, production management personnel and technicians. The epidemic has led to the stagnation of personnel flow, and all recruitment work has been significantly affected; In terms of raw materials, as the suppliers of battery chips, EVA film, junction box and other materials are mainly in Jiangsu, Zhejiang and other epidemic sensitive areas, the overall supply has decreased and the price has risen simultaneously due to the epidemic; In terms of logistics and transportation, due to the control of vehicles and roads, the arrival time of raw materials and the shipment of components are affected to a certain extent; In terms of equipment, due to the impact of epidemic sealing and control, there was a serious shortage of imported key controllers, which delayed the installation and commissioning of some production lines of the company.
Relevant personnel of Risen Energy Co.Ltd(300118) ( Risen Energy Co.Ltd(300118) . SZ), another major manufacturer of photovoltaic modules in China, told the first financial reporter that at present, the impact of the new round of epidemic on the factory is not great, and no employees are positive at present. “Our main suppliers of raw and auxiliary materials are not in the epidemic concentration area, but now the local control measures for freight drivers are strong and weak, which still has a certain impact on logistics transportation. It depends on the specific situation of each place.”
“In terms of product shipment, the epidemic situation in Ningbo is still relatively stable, with only a few sporadic cases and no spread, so the production and operation are normal. Although the control has been tightened, the logistics is still smooth at present. Because the company has the advantage of relying on Ningbo Zhoushan Port Company Limited(601018) the export has not been affected too much.” Risen Energy Co.Ltd(300118) further told the first financial reporter: “Of course, we are also worried that if it continues to spread in this way in the future, it may be affected in terms of cost, and it may be necessary to raise some prices in logistics. At present, the biggest concern is the supply of raw materials and the delivery of products after they are ready. For photovoltaic module manufacturers, they will prepare goods and materials about one month to one and a half months in advance.”
According to the first financial reporter, in Risen Energy Co.Ltd(300118) 2022, the component capacity is planned to be expanded to 30gw-35gw, and the battery capacity is planned to be expanded to 20gw-25gw.
Hu Qimu, chief researcher of Sinosteel Economic Research Institute, said in an interview with China first finance and economics today: “At present, the impact of the new round of epidemic on the photovoltaic industry chain mainly comes from the supply side. First, the cost of raw materials in the upstream has been at a high level since the outbreak of the epidemic, which has been exacerbated by the recent round of local epidemic. Second, under the influence of epidemic prevention and control measures, photovoltaic enterprises have insufficient operation, and the other is the decline of logistics and transportation capacity of products and raw materials, which has hindered the circulation of the industry chain.”
