The solar power installation peak time has been arrived and the price of solar glass are raising.
Recently, a part of photovoltaic glass company quotation was increased by 5%-7.5%.
By convention, the fourth quarter of each year is the peak of new photovoltaic installations in my country, even surpassing the sum of the first three quarters, which is conducive to improving the annual performance of upstream and downstream enterprises in the industrial chain, and also puts a test on the supply of raw materials.
In 2020, the global photovoltaic industry is growing against the trend, and the price of solar AR coating ultra-white glass has skyrocketed amid the shortage of supply, which has caused many component companies to complain, and at the same time, it has also made companies rush to enter pv tempered glass, increasing the supply of solar float glass and bringing its price back to normal levels.
According to data from the National Energy Administration, in 2022, there will be 121GW of photovoltaic power generation projects under construction in my country, and it is expected that the new photovoltaic power generation will be connected to the grid by 108GW in 2022, an increase of 95.9% in the actual grid-connected capacity compared with the previous year. In the first three quarters, the newly installed photovoltaic capacity in China was 52.6GW. According to this calculation, more than 50GW of photovoltaic projects will be connected to the grid in the fourth quarter.
The substantial increase in terminal demand has once again made photovoltaic glass in short supply, and the price increase is also reasonable. Compared with the price increase of photovoltaic glass in 2020, which once exceeded 100%, the price increase of photovoltaic glass this time is not high. Of course, if the upstream and downstream supply chains can be more stable, it will be more conducive to the development of the photovoltaic industry.
