In May, "photovoltaic industry prosperity" is highly valued by the market. The best indicator to track the prosperity is to get first-hand production scheduling data. Here is the latest production scheduling data to share with you:
In the silicon material sector, the domestic polysilicon in April was about 58,000 tons, an increase of 6.2% month-on-month, and the growth rate in June is expected to be further improved;
In the silicon wafer segment, the operating rate of the two first-line enterprises was maintained at 75% and 80% respectively at the end of April, and the operating rate of the integrated enterprises was maintained between 90-100%.
In the battery link, the large-size capacity of the battery link will be as full as possible in April. In May, the technical transformation production line, namely, the new capacity will be put into operation, and the climb will continue.
In the component segment, the external segment environment in May is complicated and transportation is blocked. The monthly output of the top 10 component enterprises is expected to increase from 18GW in April to 19GW.
The price of auxiliary materials and rubber film has increased for three times since late March. After the May Day holiday, some enterprises seek to increase the price again. The glass production and sales are good, and the inventory level of the head is maintained for 7-10 days, which confirms that the production schedule of components is still in good condition.
Overall, the pv industry trend is clear.
"The era of affordable demand without worry, supply bottlenecks determine the pace". The
newly installed capacity is determined by the silicon material capacity. The output of Q2-Q4 silicon material is rising quarter by quarter, supporting the continuous volume of the industry.
In the medium term, pv is a reversal, not a rebound, but in the short term, the bottom needs to be consolidated by repeated wide oscillation.