Although there are big differences among the industry's views on the photovoltaic market next year, from the perspective of the entire photovoltaic industry chain, there will still be high-growth areas in China's photovoltaic industry next year. It is precisely the photovoltaic consumables and photovoltaic devices that have been neglected until now. In the context of the continuous expansion of the photovoltaic industry, with the gradual substitution of imported equipment for domestic production, and the continuous renewal of a large number of consumables and equipment, the growth of these two types of companies will outperform the entire industry.
Nearly 100% of the high growth in the photovoltaic industry this year is greatly in line with industry expectations. However, there are many uncertainties in the international PV market next year. For example, the demand for installed capacity in the Czech market will shrink sharply next year, and growth rates in the German and Italian markets will slow down. The growth rate of the industry may drop significantly.
The industrial chain of the photovoltaic industry is very long, but in the past, the photovoltaic components and battery manufacturers were standing at the front desk. Current expansion of photovoltaic modules and battery manufacturers continues, but with the expansion of the scale base, the opportunities for explosive growth are decreasing. The expansion of the scale base means that the demand for consumables will increase. At the same time, the localization of equipment and consumables at the top of the industry chain has actually just begun. With the increase in the degree of localization, the growth of this group of related companies will be even higher.
A research report published by the international consulting company Frost & Sullivan at the end of November believed that the photovoltaic consumables market will grow rapidly in the near future. It is estimated that in 2012, the total market size of photovoltaic consumables will reach US$3.25 billion with an annual growth rate of 43.6%.
For consumables and equipment, if the intermediate product silicon wafer in the photovoltaic industry is used as the boundary, it can be divided into two parts. The pre-silicon equipment is mainly related to polysilicon production, such as ingot furnace, single crystal furnace, and silicon multi-line. Cutting machine, related to the consumables including cutting line, cutting fluid, ultra-white glass and so on. Post-silicon devices include diffusion furnaces, screen printers, and so on.
There are already many listed companies involved in these areas. For example, Qixing Electronics, which can produce cell diffusion furnaces, monocrystalline silicon ingot furnaces, and Tianlong Optoelectronics Co., Ltd., which is expanding its polysilicon ingot furnaces, is the newest new material for crystal silicon cutting edge materials, and it occupies the domestic market for polysilicon cutting fluids. % shares of Aoke shares, polysilicon cutting lines in the field of stellar technology and Fuxing shares.
Related company stocks involving these areas have also been buoyed by the market. For example, Jinggong Technology has almost doubled in the past two months. The company's main business is the production of ingot furnaces necessary for polysilicon. Prior to this, more than 70% of them rely on imports, and this time the company made breakthroughs in product substitution and gained approval from mainstream domestic polysilicon manufacturers.
In a number of securities companies 2011 report on the investment strategy of the photovoltaic industry, without exception, all mentioned that we should focus on the import substitution field of photovoltaic equipment and consumables. The gross profit margin of these companies is generally between 30% and 50%. In fact, these are the industrial chain parts that can sustain rapid growth in the next few years. With the gradual release of production capacity and the gradual implementation of orders, the field of photovoltaic consumables and equipment The company's performance is more than expected.
Nearly 100% of the high growth in the photovoltaic industry this year is greatly in line with industry expectations. However, there are many uncertainties in the international PV market next year. For example, the demand for installed capacity in the Czech market will shrink sharply next year, and growth rates in the German and Italian markets will slow down. The growth rate of the industry may drop significantly.
The industrial chain of the photovoltaic industry is very long, but in the past, the photovoltaic components and battery manufacturers were standing at the front desk. Current expansion of photovoltaic modules and battery manufacturers continues, but with the expansion of the scale base, the opportunities for explosive growth are decreasing. The expansion of the scale base means that the demand for consumables will increase. At the same time, the localization of equipment and consumables at the top of the industry chain has actually just begun. With the increase in the degree of localization, the growth of this group of related companies will be even higher.
A research report published by the international consulting company Frost & Sullivan at the end of November believed that the photovoltaic consumables market will grow rapidly in the near future. It is estimated that in 2012, the total market size of photovoltaic consumables will reach US$3.25 billion with an annual growth rate of 43.6%.
For consumables and equipment, if the intermediate product silicon wafer in the photovoltaic industry is used as the boundary, it can be divided into two parts. The pre-silicon equipment is mainly related to polysilicon production, such as ingot furnace, single crystal furnace, and silicon multi-line. Cutting machine, related to the consumables including cutting line, cutting fluid, ultra-white glass and so on. Post-silicon devices include diffusion furnaces, screen printers, and so on.
There are already many listed companies involved in these areas. For example, Qixing Electronics, which can produce cell diffusion furnaces, monocrystalline silicon ingot furnaces, and Tianlong Optoelectronics Co., Ltd., which is expanding its polysilicon ingot furnaces, is the newest new material for crystal silicon cutting edge materials, and it occupies the domestic market for polysilicon cutting fluids. % shares of Aoke shares, polysilicon cutting lines in the field of stellar technology and Fuxing shares.
Related company stocks involving these areas have also been buoyed by the market. For example, Jinggong Technology has almost doubled in the past two months. The company's main business is the production of ingot furnaces necessary for polysilicon. Prior to this, more than 70% of them rely on imports, and this time the company made breakthroughs in product substitution and gained approval from mainstream domestic polysilicon manufacturers.
In a number of securities companies 2011 report on the investment strategy of the photovoltaic industry, without exception, all mentioned that we should focus on the import substitution field of photovoltaic equipment and consumables. The gross profit margin of these companies is generally between 30% and 50%. In fact, these are the industrial chain parts that can sustain rapid growth in the next few years. With the gradual release of production capacity and the gradual implementation of orders, the field of photovoltaic consumables and equipment The company's performance is more than expected.
Pvc Cut Wire,Pvc Cutting Wire,Pvc Cutter Wire,Pvc Wire Fence
ANPING COUNTY JINNUO HARDWARE &WIRE MESH PRODUCTCO.,LTD , https://www.jnwiremesh.com