The concept of the concept of the concept of photovoltaic photovoltaic photovoltaic on the 2727day of the 27 day day of the concept of the concept of the concept of the concept of the concept of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the 27 day of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the concept of the photovoltaic photovoltaic is a strong, and as of the time for the release, the Risen Energy Co.Ltd(300118) \ , Xj Electric Co.Ltd(000400) , Guodian Rui and other more than 10 shares rose by the limit.
According to the data of the General Administration of customs and gaixi consulting, the export volume of photovoltaic modules in the first quarter of 2022 was 41.3gw, a year-on-year increase of 109%. Among them, India’s export volume increased rapidly due to tariff increase and inventory grab in April this year. In the first quarter, India’s cumulative export scale of photovoltaic modules reached 9.58gw, a year-on-year increase of 373%; Excluding India, the export volume of photovoltaic modules from other overseas countries in the first quarter was 31.72gw, an increase of 78% year-on-year. After excluding the rush loading factor in India, the global installed capacity still maintained a rapid growth. China’s photovoltaic installed capacity in the first quarter was 13.21gw, a year-on-year increase of nearly 150%. Some analysts pointed out that the demand of overseas + China resonates, the installed capacity of photovoltaic is more than expected, and the high prosperity of the whole year is expected to continue.
Dongguan Securities said that recently, due to the maintenance of two silicon material manufacturers in China, the demand for crystal drawing materials remained high, resulting in the silicon material still in short supply in April. The epidemic situation in China and the obstruction of logistics transportation still have a certain impact on the production and delivery of silicon material enterprises. The operating rate of existing and new silicon wafer production capacity has remained relatively high. Since April, the prices of silicon wafer leaders and battery chip leaders have increased one after another, driving the price of polycrystalline silicon in China to continue to rise slightly in the past week. At present, there is a strong demand for auxiliary materials such as photovoltaic module adhesive film, and the price of auxiliary materials is expected to rise in the near future. In terms of export, according to gaixi consulting, in the first quarter of 2022, the cumulative export of modules was about 41.3gw, with a year-on-year increase of about 108.5%. Among them, the export of modules in March was about 14.5gw, with a year-on-year increase of about 85%. Under the background of maintaining the rising price trend of the photovoltaic industry chain, the overseas demand for modules remained booming and the acceptance of high-priced modules was high, especially China’s exports to the top ten European countries, Brazil and India were the most significant, In the first quarter of 2022, the export of components increased by about 137.1%, 99.6% and 373.3% respectively year-on-year. In the context of rising prices in the industrial chain and strong overseas demand, it is suggested to pay attention to enterprises whose performance is expected to exceed expectations: Tongwei Co.Ltd(600438) , Tbea Co.Ltd(600089) , benefiting from the high silicon price; The demand for components outside China remains strong, benefiting from the leading adhesive film leader Hangzhou First Applied Material Co.Ltd(603806) .
