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Photovoltaic market continues to rise

Photovoltaic market continues to rise

  • 2020-09-14
Tongwei, the leader of solar cells, raised the price again. The rising trend of the price of photovoltaic industry chain continued. This round of price rise source of photovoltaic industry chain Due to the shrinking supply of silicon materials, another large silicon material factory stopped production due to the local flood last week. However, a factory in Inner Mongolia, which was in the maintenance period, has not yet fully resumed its production, which makes the silicon material supply in the market in short supply even worse, and the price of silicon material is still on the rise. At present, the transaction volume is relatively small, and whether the downstream demand can continue will become the key. Considering that the photovoltaic bidding projects and affordable projects in 20 years need to be installed and connected to the grid, even if it is postponed to the first quarter of the 21st year, the demand will remain optimistic for some time in the future, and the price rise of the next round of industrial chain will continue.

Investment advice.

Power battery: affected by the epidemic situation, the sales volume of new energy vehicles was poor in the first half of the year, and the policy demand was reversed in the second half of the year. We were optimistic about the industrial chain opportunities of foreign capital (Tesla Volkswagen MEB) and domestic new forces (Weilai Xiaopeng). Affected by the epidemic situation, the overseas market is expected to maintain a high growth trend in the second half of the year. It is suggested to pay attention to the domestic mainstream iron phosphate power battery manufacturers and LFP positive electrode leading enterprises, which are expected to achieve high-speed growth in order performance in 20 years, pay attention to Tesla industrial chain and Volkswagen MEB industrial chain enterprises, continue to increase orders in the second half of the year, and pay attention to domestic battery manufacturers supporting European, Japanese and Korean leading automobile enterprises and material suppliers of global mainstream battery manufacturers.

Wind power: in the first half of 2020, wind power investment will continue to increase rapidly, and wind power equipment orders will grow steadily throughout the year. It is recommended to pay attention to the blade and tower manufacturers with layout technology advantages and economies of scale.

Photovoltaic: the price of silicon material in the upstream has risen sharply, and the demand of downstream has become better, which has led to a warming trend in the prices of downstream cells and modules. We believe that with Q4 The photovoltaic bidding project is facing the peak of installed capacity. It is suggested to pay attention to the leading silicon chip and battery enterprises which are in the core position in the middle market of the industrial chain after the silicon material price rises due to the supply contraction, and Davis double-click their performance due to price adjustment and installation demand in the second half of the year.
AnHui TopSolarPower Tech. Co., Ltd.

AnHui TopSolarPower Tech. Co., Ltd (“TopSolarPower”) is the brand withover 1GW installed worldwide as of December 2019.Founded in 2004 by Bernie Zhou, TopSolarPower is offering PV system residential applications, floating PV plant.As a innovation in the solar industry, TopSolarPower possesses a dynamic team which consists of over 100 employees. Offering a wide range of solutions and services,TopSolarPower is committed to providing clean power for all and is steadfast in its efforts to becoming the global member of clean power conversion technology.

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