Discussion and analysis of the hottest recent phot

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Discussion and analysis of recent hot issues of photovoltaic glass

recent reports on the rise in the price of photovoltaic glass are frequent. What are the reasons supporting the price rise of this product? How to better meet the development of downstream photovoltaic industry? Recently, the industry has carried out extensive discussions on photovoltaic glass. China building materials news has done some research on the current situation, market situation and future development of photovoltaic glass industry, Now try to analyze and discuss:

the guiding opinions of the State Council on resolving the contradiction of serious overcapacity (GBF [2013] No. 41) and the guiding opinions of the general office of the State Council on promoting the steady growth of the building materials industry, adjusting structure and increasing efficiency (GBF [2016 into the experimental state] No. 34) clearly point out that flat glass belongs to the industry of overcapacity, so what is the relationship between flat glass and photovoltaic glass? What is the current situation of China's photovoltaic glass industry

ensure to create more good jobs. According to relevant industry standards, photovoltaic glass is a kind of flat glass. The manufacturing of flat glass is divided into float method and calendering method according to the process method. At present, photovoltaic glass is mainly manufactured by calendering method. The specific applications of photovoltaic glass mainly include the cover glass of conventional single-sided glass photovoltaic modules and the cover glass and back plate glass of double-sided glass modules

according to relevant data, by the end of September this year, there were 114 melting furnaces and 245 production lines for ultra white calendered glass in China, with a capacity of 32580t/d, including 48 melting furnaces in production and 164 production lines, with a capacity of 28320t/d and a capacity utilization rate of 87%. China's photovoltaic glass production capacity accounts for about 90% of the global production capacity, and has become the world's largest photovoltaic glass producer and exporter. According to relevant data, the domestic photovoltaic glass production capacity under construction and proposed is 24750 tons/day, of which 10600 tons/day has been ready for ignition and production, mainly distributed in Anhui Province and Guangxi Province

in recent years, the price of photovoltaic glass has continued to rise. It is understood that the price of photovoltaic glass rose to 37 yuan/square meter in October. Is the current price within a reasonable range? What is the reason behind the continuous rise in photovoltaic glass prices

according to relevant data, from 2013 to 2019, the price of finished photovoltaic glass fluctuated between 20 yuan/square meter and 35 yuan/square meter. From June to October this year, the average price of photovoltaic glass products increased from 26 yuan/square meter to 37 yuan/square meter. Referring to historical price data, the overall price is still in a reasonable range. The reasons for the recent rise in the price of photovoltaic glass are as follows: first, the downstream demand is growing rapidly. The global annual installed capacity of newly added photovoltaic glass has increased continuously from 17.5gw in 2010 to 115gw in 2019. The market scale has increased by 5.6 times, with an average annual growth rate of 23.3%. At the same time, the proportion of double-sided glass modules has increased rapidly, which has driven the demand for photovoltaic glass

second, the price of raw materials rose, and the price of soda ash accounted for about 15% of the cost of photovoltaic glass. With the reduction of the inventory of soda ash manufacturers in the Middle East, the price of soda ash began to rise in the second half of this year, which stimulated the rise of the ecological benefits of the price of photovoltaic glass products

third, the glass price of small kilns is relatively high. Recently, the demand for photovoltaic glass has increased, and the capacity utilization of small kilns has increased. However, the construction and production costs of small kilns are high, so the high price is mostly the glass price produced by small kilns; Fourth, the matching degree of the supply chain is low, and the sizes of photovoltaic modules are becoming more and more diversified. Glass manufacturers need to stock glass of various specifications, which cannot be used universally among different module factories. Resource mismatch limits the supply of photovoltaic glass; Fifth, some glass enterprises are limited in production due to the impact of environmental protection policies. With the implementation of the comprehensive treatment of air pollution in autumn and winter, many photovoltaic glass production capacities are included in the scope of supervision, and production is limited

in January this year, the Ministry of industry and information technology issued the operation answer to the implementation measures for capacity replacement in the cement and glass industry, proposing that capacity replacement schemes must be formulated for new projects of cement clinker and flat glass (including photovoltaic glass, automotive glass and other industrial glass raw sheets). On October 26, the Ministry of industry and information technology issued the reply to the recommendation No. 6572 of the third session of the 13th National People's Congress, which once again reiterated the need to implement capacity replacement for new photovoltaic glass projects

some insiders pointed out that the fundamental reason for the sharp rise in the price of photovoltaic glass is the insufficient capacity of photovoltaic glass, and the sharp increase in the demand for dual glass modules has further expanded the contradiction between supply and demand. The implementation of the capacity replacement policy for photovoltaic glass is "one size fits all". What is the specific supply and demand situation of the photovoltaic glass industry at present? What is the reason why the photovoltaic glass industry insists on capacity replacement at present

in 2019, the annual installed capacity of the global photovoltaic industry was 115gw, of which double glass modules accounted for about 14%, and the corresponding upstream photovoltaic glass furnace capacity was about 21920 tons/day. At present, the daily melting capacity of photovoltaic glass furnaces in China is 28320 tons/day, which can basically meet the current market demand of the global photovoltaic industry. Among them, the annual installed capacity of the domestic photovoltaic industry in 2019 was about 30GW, accounting for 26% of the global increase. It can be said that most of China's photovoltaic glass products were supplied for export, while consuming a lot of domestic resources and environment

according to the prediction of relevant institutions, the new installed capacity of photovoltaic in the world this year is 112gw, of which double glass modules account for 30%. The corresponding photovoltaic glass furnace capacity required to be configured is 22200 tons/day, and the existing capacity can also be met; In 2025, the new installed capacity of global PV will reach 218gw, and the proportion of double glass modules is expected to be 60%. The corresponding required PV glass furnace capacity is 44900 tons/day, and the existing capacity gap is 12320 tons/day. However, if the existing under construction and proposed capacity are all put into operation, the excess capacity will be 12430 tons/day

according to the guiding opinions on promoting steady growth, adjusting structure and increasing efficiency of the building materials industry (GBF [2016] No. 34) issued by the general office of the State Council, "for new industrial glass projects, if the furnace capacity exceeds 150 tons/day, they should rely on the existing flat glass production line for technical transformation", That is, photovoltaic glass projects (photovoltaic glass furnace capacity is at least 250 tons/day, generally 500 tons to 700 tons/day) should also implement the capacity replacement policy. Accordingly, the measures for the implementation of capacity replacement in the cement and glass industry (gxb [2017] No. 337) and related operational Q & A issued by the Ministry of industry and information technology, as well as the notice on strictly prohibiting capacity replacement by some companies such as CRP technology and dsmsomos from looking for new capacity in the cement and flat glass industry by developing special materials for automotive and dental use (gxb Lianyuan [2018] No. 57) issued by the joint development and Reform Commission, Corresponding requirements are made for the replacement of photovoltaic glass production capacity

over the past five years, with the efforts of the whole industry, the operation quality of the whole glass industry, including photovoltaic glass, has significantly improved, from consecutive years of losses to profits, which not only effectively curbed illegal new production capacity, but also orderly guided the rational flow and allocation of resource elements, promoted technological progress and layout optimization, and the capacity replacement policy has played an important role in promoting the healthy development of the glass industry. From January to September this year, the glass industry overcame the impact of the epidemic, the overall operation of the industry was stable, and the benefits were stable and positive. The national flat glass output was 700million weight boxes, with a year-on-year increase of 0.4%. The operating revenue of flat glass enterprises above designated size was 62.6 billion yuan, with a year-on-year increase of 7.3%; The profit was 8.2 billion yuan, an increase of 25% year-on-year. As the benefits of flat glass have improved and the return on investment has increased, there is a strong impulse to invest in new projects in some places

photovoltaic glass is an important part of flat glass and an important part of the photovoltaic industry chain. How to solve the problems of photovoltaic glass industry at present and how to lead the next development of photovoltaic glass industry

believes that to deal with the problem of photovoltaic glass, we should comprehensively consider the market demand, production capacity status and development trend of photovoltaic glass. We should not only ensure the development of downstream photovoltaic industry, but also continue to implement the decision and deployment of the central government to promote supply side structural reform, so as to prevent a new round of overcapacity:

first, strengthen the supply guarantee of photovoltaic glass. It is reported that at present, relevant departments are studying and drafting relevant documents to promote the healthy and sustainable development of photovoltaic glass industry, and plan to implement policies different from traditional float glass for photovoltaic glass, so as to release production capacity as soon as possible, alleviate the tight supply and curb the price rise

the second is to implement differentiated policies for the replacement of photovoltaic glass production capacity. At present, the Ministry of industry and information technology is revising the measures for the implementation of capacity replacement in the cement glass industry, suggesting the implementation of a replacement policy with pressure, studying the implementation of differential policies for the capacity replacement of photovoltaic glass projects in the central and western regions with resources and markets, and encouraging ordinary float flat glass enterprises to transform their production of photovoltaic glass to promote the orderly increase of photovoltaic glass production capacity

third, prevent new overcapacity. It is suggested that while accelerating the supply of photovoltaic glass production capacity, in accordance with the requirements of differentiated industry standards, a long-term mechanism for photovoltaic glass production capacity monitoring and early warning should be established to guide local governments and enterprises to scientifically layout production capacity, effectively prevent the formation of new overcapacity risks, and strictly prevent the construction of ordinary building glass production lines in the name of photovoltaic glass

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