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Photovoltaic equipment industry research and 2022 strategy: fully embrace new technologies

Photovoltaic equipment industry research and 2022 strategy: fully embrace new technologies

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  • Time of issue:2022-01-13
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(Summary description)Technology is still in its infancy, and the investment income is still difficult to calculate
Once the reserve project is started, it will drive new investment. Compared with inland projects, the investment of marine photovoltaic is indeed high. Due to the lack of mature project cases, the investment income of marine photovoltaic is not clear at this stage.

Photovoltaic equipment industry research and 2022 strategy: fully embrace new technologies

(Summary description)Technology is still in its infancy, and the investment income is still difficult to calculate
Once the reserve project is started, it will drive new investment. Compared with inland projects, the investment of marine photovoltaic is indeed high. Due to the lack of mature project cases, the investment income of marine photovoltaic is not clear at this stage.

  • Categories:Company news
  • Author:
  • Origin:
  • Time of issue:2022-01-13
  • Views:0
Information

Analysis on investment framework of photovoltaic equipment
1. Analysis of photovoltaic equipment
Photovoltaic equipment includes four categories: silicon material equipment, silicon wafer equipment, battery equipment and module equipment.
2. Photovoltaic equipment investment framework
Investment logic of photovoltaic equipment ①: second-order guidance of terminal demand. The demand for photovoltaic equipment is closely related to the global photovoltaic installed capacity. This relationship is: the difference between the global photovoltaic installed capacity in T and the global photovoltaic installed capacity in T-1 is the global photovoltaic newly installed capacity in T, and the difference between the global photovoltaic newly installed capacity in T and the global newly installed capacity in T-1 is the demand for photovoltaic incremental capacity. Based on this second-order derivative relationship, the demand for photovoltaic equipment is smoother only from the perspective of downstream photovoltaic installed capacity. The former mainly provides long-term development space for the latter.
3. 2020-2021: review and Prospect of photovoltaic equipment market
2020-2021 is the year of photovoltaic equipment. Resume the market of photovoltaic equipment since 2020. In 2020, the second-order discharge capacity is required for the battery link (the expansion of Tongwei and Longji batteries), and in 2021, the second-order discharge capacity is required for the silicon chip link (the expansion of silicon chip new forces), so as to improve the performance of photovoltaic equipment enterprises. At the same time, with the implementation of new technologies such as large-size, hjt and TOPCON, the valuation of photovoltaic equipment enterprises is improved.
Due to the rise of upstream raw materials and energy costs, new technological changes have begun to appear in all links of photovoltaic in 2021. The core contradiction behind it is that the cost reduction of the existing industrial chain has reached the bottleneck period. From the rise and fall of photovoltaic equipment stocks and the logic behind it, silicon wafer equipment benefited from the second-order guidance of terminal demand, and battery equipment was mainly driven by the update demand expectation driven by technological iteration. (Shuangliang energy saving mainly refers to the logic from equipment to silicon wafer)
The second-order derivative of downstream demand weakens
1. Demand side: the newly installed PV capacity is expected to reach 210gw in 2022
2. Supply side: capacity analysis of all links in 2022
3. Comparison of supply and demand: the second-order lead demand of battery link is the most obvious in 2022
1. Principle and process introduction
2. Carbon footprint is the highlight of promoting and embracing new technologies in an all-round way

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