The price of silicon may remain high and the installed capacity of clean energy is expected to continue to increase.

In 2020, China put forward the goal of "carbon neutralization", that is, carbon dioxide emissions strive to reach a peak by 2030 and strive to achieve zero carbon emissions by 2060. In recent years, China's green financial market has developed rapidly. For example, the establishment of a carbon trading market internalizes the externalities of carbon emissions, thus prompting physical companies to produce in a more environmentally friendly way.

Specific to the industry, China has the manufacturing advantages of the whole industry chain of the photovoltaic industry, and the links of silicon materials, wafers, battery wafers and modules rank first in the global market share; the photovoltaic industry has initially achieved parity and reached a new stage of economic development relying on its own economy. there is a broad space for growth. The price of silicon continued to rise last week, with the average price of cauliflower and secret material being 63 yuan / kg and 117 yuan / kg respectively, an increase of 40.6% and 2.56% respectively. While the downstream silicon wafer manufacturers maintain a relatively high operating rate, coupled with the fact that there are still large silicon factories carrying out maintenance in April, silicon prices are expected to remain high.

The Global Energy Internet Development Cooperation Organization released the study on China's 2030 Energy and Power Development Planning and prospects for 2060. It is pointed out that clean energy installation will become the dominant power supply by 2025, and the new power demand from 2025 to 2030 will be met by clean energy. Wind and light installed capacity will reach 540 million and 560 million kilowatts respectively in 2025, and wind and light installed capacity will reach 800 million and 1.025 billion kilowatts respectively in 2030. By 2025, the proportion of clean energy installed in China will reach 57.5%.

For related companies, Longji is the world's largest supplier of monocrystalline silicon wafers and has long been focused on providing efficient single crystal solar power generation solutions to global customers, mainly engaged in the research, development, production and sales of monocrystalline silicon rods, wafers, batteries and modules, photovoltaic power plant development and system solution provision business. Jingao Technology is a leading provider of photovoltaic products in the industry, and has built a whole industry chain including silicon rods / ingots, wafers, solar cells and solar modules, and the operation of solar photovoltaic power stations. It has become one of the leading enterprises in the domestic photovoltaic industry with complete industrial chain and coordinated structural layout.