Vigorously develop light energy, silicon energy policy unchanged industrial chain demeanor will hit bottom and rebound

The political Bureau of the CPC Central Committee conducted the 36th collective study on striving to achieve the goal of carbon neutralization. The meeting pointed out that it is necessary to put the promotion of new and clean energy development in a more prominent position, and actively and orderly develop light energy, silicon energy, hydrogen energy, and renewable energy. It is necessary to promote the deep integration of energy technology with modern information, new materials and advanced manufacturing technology, and explore new modes of energy production and consumption. It is necessary to speed up the development of wind energy, solar energy, biomass energy, geothermal energy, ocean energy, hydrogen energy and other new energy with large-scale efficiency, make overall plans for hydropower development and ecological protection, and actively develop nuclear power in a safe and orderly manner.

According to the installed data disclosed by the National Energy Administration, domestic photovoltaic installed capacity in 2021 is 53GW, an increase of 9.96% over the same period last year, approaching the all-time high in 2017. Driven by the continued strong overseas demand and the release of domestic replenishment demand in the first quarter of 2022, the operating rate of photovoltaic film, batteries, modules and other links has significantly rebounded, and the demeanor of the industrial chain is expected to bottom out. It is expected to achieve off-season and profit margin improvement. It is expected that in 2022, the pressure on the supply chain is expected to ease steadily, and photovoltaic is expected to return to the main road to reduce cost and increase efficiency.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

High test shares photovoltaic cutting equipment and Kumgang line products have covered the top 10 customers in the global photovoltaic wafer production capacity. At present, Leshan 5GW wafer demonstration base has been put into production, and the future planned production capacity is above 35GW.

Jingao Technology already has the production capacity of the whole photovoltaic industry chain from Rafer-Silicon Wafer-Battery-Modules. The company expects that by the end of 2021, the module production capacity will reach 40GW, and the silicon wafer and battery capacity will be about 80% of the module production capacity.