Report publisher: CICC Qixin International Consulting "Single Crystal Furnace Industry Market Share Certification Report (2024) - Specialized and New "Little Giant" & Single Champion Declaration".
1) The overall status of photovoltaic equipment manufacturing industry: photovoltaic related industries such as solar photovoltaic equipment manufacturing industry and photovoltaic power generation application system technology industry have become an important part of China's photovoltaic industry, and have played an important role in reducing the cost of solar photovoltaic power generation. The solar photovoltaic equipment manufacturing industry includes the manufacture of a series of equipment such as silicon material production equipment, silicon wafer production equipment, cell and module production equipment, special material (aluminum paste, encapsulation glass, etc.) production equipment, photovoltaic system support component production equipment, etc. With the rapid development of the photovoltaic industry, the photovoltaic equipment industry also has a rapid rise in power and broad development space.
Analysis of the industrial chain of photovoltaic equipment manufacturing industry.
Among them, polysilicon manufacturers use industrial silicon to generate trichlorosilane from purification towers and hydrogenation furnaces, and then put the silicon cores and trichlorosilane produced by monocrystalline furnaces or silicon core ingot furnaces into the reduction furnace to produce polysilicon materials, the raw materials for silicon wafers. Wafer manufacturers purchase polysilicon materials from the upstream, use monocrystalline silicon growth furnaces or polysilicon ingot furnaces to produce monocrystalline silicon rods or polycrystalline silicon ingots, and then cut them into monocrystalline silicon wafers or polycrystalline silicon wafers, which are then sold to downstream enterprises for the production of solar cells and modules. At present, China basically dominates the global photovoltaic silicon wafer market, bringing the world's largest photovoltaic silicon wafer equipment market.
In recent years, the market capacity of mono-Si wafers has increased year by year, and according to the annual reports and official website data of major listed mono-Si wafer manufacturers, the total production capacity of major manufacturers in 2020 was 25584GW, with an additional capacity of 10710gw；In 2021, the total production capacity of major manufacturers will be 38310GW, with an additional capacity of 12726gw；The estimated production capacity in 2022 is 61931GW, with an additional capacity of 23621GW (JinkoSolar, GCL-Poly and Shangji CNC are not available in public data for 2022 expected production capacity, so the estimated production capacity of these three companies in 2022 is calculated based on the average growth rate of the past three years).
Data collation: CICC Enterprise Credit International Consulting.
2) Analysis of the competition pattern of crystalline silicon growth equipment industry: At present, crystalline silicon growth equipment has been basically localized, and the main domestic enterprises are Jingsheng Electromechanical, Tiantong Co., Ltd., Liancheng CNC, Jingyuntong, the company, etc. According to the data disclosed in its 2020 and 2021 annual reports, Liancheng CNC's operating income from LONGi Green Energy accounted for 9267% and 7242%；Most of the monocrystalline furnaces produced by Jingyuntong are used by themselves; Jingsheng Electromechanical occupies most of the remaining market share in the industry.
In order to reduce the LCOE of photovoltaic power generation, the size of photovoltaic cells is also getting larger and larger, from the previous 166 (crystal rod diameter size 210mm) to the current 182 (crystal rod diameter size 250mm) and 210 (crystal rod diameter size 300mm). As the size of the crystal rod increases, the size of the corresponding single crystal furnace also needs to increase. At present, there are only three to four enterprises in China that can produce automatic monocrystalline furnaces for large silicon wafers, and enterprises that can produce large-size monocrystalline furnaces have certain advantages in the next round of equipment renewal.
3) Market size analysis: In recent years, the market capacity of monocrystalline silicon wafers has increased year by year, and according to the annual report disclosure data of major listed monocrystalline silicon wafer manufacturers and the data compiled from the official website, the total production capacity of major manufacturers in 2020 will be 25584GW, with an additional capacity of 10710gw；In 2021, the total production capacity of major manufacturers will be 38310GW, with an additional capacity of 12726gw；The estimated production capacity in 2022 is 61931GW, with an additional capacity of 23621GW (JinkoSolar, GCL-Poly and Shangji CNC are not available in public data for 2022 expected production capacity, so the estimated production capacity of these three companies in 2022 is calculated based on the average growth rate of the past three years).
According to the configuration of the single crystal furnace, the demand for each GW single crystal furnace is 80 units, the unit price is 1.35 million yuan, and the investment per GW of single crystal furnace equipment is 108 million yuan. Based on this calculation, the market demand for single crystal furnaces in 2022 will be 18,897 units, and the market size will be 2551.1 billion yuan.
CICC Enterprise Credit International Consulting (full name: CICC Enterprise Credit (Beijing) International Information Consulting*** is a foreign-related investigation license unit of the National Bureau of Statistics & AAA enterprise credit certification agency, which is committed to "providing a full set of solutions such as market share certification & certification, industry research reports, market research, investment value evaluation**, data analysis, project feasibility & business plan for enterprise strategic decision-making". As of 2023, CICC Enterprise Credit International Consulting has completed a total of 3,200+ market share & market share certification & certification projects, 2,900+ specialization, special and new & small giant certification & individual champion certification projects, 2,000+ industry status & brand certification & service projects, and 1,500+ sales ranking & leading certification & certification projects), which is 230,000+ enterprises in different fields provide professional and authoritative third-party certification services for a full set of solutions.
Chapter 1 Overview of the Single Crystal Furnace Industry.
1.1. The development of the monocrystalline furnace industry.
1.2 Research on China's monocrystalline furnace industry.
1.2.1 The position of single crystal furnace in the industry.
1.2.2 Analysis of single crystal furnace application.
1.2.3 Monocrystalline furnace market development dynamics.
1.3. Analysis of the development of related industries.
Chapter 2 Overview of the market characteristics of the single crystal furnace industry.
2.1 Industry market overview.
2.1.1. Characteristics of the industry market.
2.1.2. The degree of marketization of the industry.
2.1.3. Industry profit level and change trend.
2.2 Major barriers to entry into the industry.
2.3. The cyclical and regional nature of the industry.
2.3.1 Industry cycle analysis.
2.3.2 Regionality of the industry.
Chapter 3 Analysis of the development environment of China's single crystal furnace industry in the past three years.
3.1 The political and legal environment of the single crystal furnace industry.
3.1.1. Analysis of the industry regulatory system.
3.1.2 Major laws and regulations of the industry.
3.1.3 Analysis of relevant industrial policies.
3.2 Analysis of the economic environment of the single crystal furnace industry.
3.3 Analysis of the social environment of the single crystal furnace industry.
Chapter 4 Overview of the development of the global single crystal furnace industry.
4.1 Overview of the development of the global monocrystalline furnace industry in the past three years.
4.1.1 The development status of the global single crystal furnace industry.
4.1.2 Global single crystal furnace industry market size analysis.
4.1.3 Market demand analysis of the global single crystal furnace industry.
4.1.4 Global single crystal furnace market sales revenue analysis.
4.2 Analysis of the development of single crystal furnaces in the United States.
4.2.1 U.S. single crystal furnace market size analysis.
4.2.2 Analysis of the market demand for single crystal furnaces in the United States.
4.2.3 U.S. monocrystalline furnace market sales revenue.
4.3 Analysis of the development of single crystal furnaces in Japan.
4.3.1 Japan single crystal furnace market size analysis.
4.3.2 Analysis of the market demand for single crystal furnaces in Japan.
4.3.3 Sales revenue of the Japanese monocrystalline furnace market.
4.4 Analysis of the development of single crystal furnace in Germany.
4.4.1 Analysis of the size of the single crystal furnace market in Germany.
4.4.2 Analysis of the market demand for single crystal furnaces in Germany.
4.4.3 Sales revenue of the German single crystal furnace market.
4.5 Analysis of the development of monocrystalline furnaces in South Korea.
4.5.1 South Korea single crystal furnace market size analysis.
4.5.2 Analysis of the market demand for monocrystalline furnaces in South Korea.
4.5.3 Sales revenue of the Korean monocrystalline furnace market.
Chapter 5 Overview of the development of China's monocrystalline furnace industry.
5.1 Analysis of the development status of China's monocrystalline furnace industry.
5.1.1 The development stage of China's single crystal furnace industry.
5.1.2 Overall overview of the development of China's monocrystalline furnace industry.
5.1.3 Analysis of the development characteristics of China's single crystal furnace industry.
5.2 The development status of the monocrystalline furnace industry in the past three years.
5.2.1 The market size of China's monocrystalline furnace industry in the past three years.
5.2.2 Analysis of the development of China's monocrystalline furnace industry in the past three years.
5.2.3 Analysis of the development of China's monocrystalline furnace enterprises in the past three years.
5.3 The dilemma and countermeasures faced by China's monocrystalline furnace industry in 2023-2030.
5.3.1 The dilemma and countermeasures faced by China's monocrystalline furnace industry.
5.3.2 Analysis of the development dilemma and strategy of China's monocrystalline furnace enterprises.
Chapter 6 CICC Qixin International Consulting on the Market Operation of China's Monocrystalline Furnace Industry.
6.1 Analysis of the overall scale of China's monocrystalline furnace industry in the past three years.
6.1.1 Analysis of the number structure of enterprises.
6.1.2. Analysis of the size of the staff.
6.1.3 Analysis of the asset scale of the industry.
6.1.4 Industry market size analysis.
6.2 Analysis of the production and sales of China's monocrystalline furnace industry in the past three years.
6.2.1 The total output value of China's single crystal furnace industry.
6.2.2 Sales output value of China's single crystal furnace industry.
6.2.3 Production and sales rate of China's monocrystalline furnace industry.
6.3 Market supply and demand analysis of China's monocrystalline furnace industry in the past three years.
6.3.1 Supply analysis of China's single crystal furnace industry.
6.3.2 Demand analysis of China's single crystal furnace industry.
6.3.3 The balance between supply and demand in China's monocrystalline furnace industry.
6.4 Overall analysis of the financial indicators of China's monocrystalline furnace industry in the past three years.
6.4.1 Profitability analysis of the industry.
6.4.2 Analysis of the solvency of the industry.
6.4.3. Analysis of industry operating capabilities.
6.4.4. Analysis of industry development capabilities.
Chapter 7 Research on Regional Market Segments of China's Single Crystal Furnace Industry, CICC International Consulting.
7.1. Characteristics and changes of the overall regional structure of the industry.
7.1.1. The overall characteristics of the regional structure of the industry.
7.1.2 Industry regional concentration analysis.
7.1.3. Analysis of the regional distribution characteristics of the industry.
7.1.4 Analysis of the regional distribution of industry scale indicators.
7.1.5. Analysis of regional distribution of industry benefit indicators.
7.1.6 Analysis of the regional distribution of the number of enterprises in the industry.
7.2 Regional market analysis of single crystal furnaces.
7.2.1 Analysis of the single crystal furnace market in Northeast China.
7.2.2 Analysis of the single crystal furnace market in North China.
7.2.3 Analysis of the single crystal furnace market in East China.
7.2.4 Analysis of the monocrystalline furnace market in South China.
7.2.5 Analysis of the single crystal furnace market in Central China.
7.2.6 Southwest China Single Crystal Furnace Market Analysis.
7.2.7 Monocrystalline furnace market analysis in Northwest China
7.3 Research and analysis of the market capacity of single crystal furnace in the past three years
7.3.1 Capacity analysis of China's monocrystalline furnace market in the past three years
7.3.2 Analysis of the market share of different brands of monocrystalline furnaces in the past three years
7.3.3 Analysis of the market share of monocrystalline furnaces of different products in the past three years
7.3.4 Capacity analysis of monocrystalline furnace market in different regions in the past three years
Chapter 8 Analysis of the upstream and downstream industrial chains of China's monocrystalline furnace industry.
8.1 Overview of the industrial chain of the single crystal furnace industry.
8.1.1 Definition of industrial chain.
8.1.2. The industrial chain of the single crystal furnace industry.
8.2 Analysis of the development of the main upstream industries of the single crystal furnace industry.
8.2.1. The development status of upstream industries.
8.2.2 Analysis of upstream industry supply.
8.2.3 Upstream supply** analysis.
8.3 Analysis of the development of the main downstream industries of the single crystal furnace industry.
8.3.1. The development status of downstream industries.
8.3.2. Downstream industry demand analysis.
8.3.3 The most promising downstream products industry research.
Chapter 9 Analysis of the market competition pattern of China's single crystal furnace industry.
9.1 Overview of the historical competition pattern of China's monocrystalline furnace industry.
9.1.1 Concentration analysis of single crystal furnace industry.
9.1.2 Analysis of the degree of competition in the single crystal furnace industry.
9.2 Competition analysis of China's monocrystalline furnace industry.
9.2.1 Competitive situation of the monocrystalline furnace industry.
9.2.2 Analysis of China's monocrystalline furnace industry clusters.
9.2.3 Comparison of the competitiveness of Chinese and foreign monocrystalline furnace enterprises.
9.2.4. Brand competition analysis of single crystal furnace industry.
9.3 Analysis of the market competition pattern of China's monocrystalline furnace industry.
9.3.1 Analysis of the competition of single crystal furnaces at home and abroad in the past three years.
9.3.2 Analysis of competition in China's single crystal furnace market in the past three years.
9.3.3 Analysis of brand competition in the past three years.
Chapter 10 Market Share Analysis of Leading Enterprises in the Single Crystal Furnace Industry.
10.1 Enterprise One.
10.2 Enterprise II.
10.3 Enterprise Three.
10.4 Enterprise IV.
10.5 Enterprise Five.
Chapter 11 2023-2030 China Monocrystalline Furnace Industry Development Trend and Prospect Analysis.
11.1 China Monocrystalline Furnace Market Trends 2023-2030**.
11.1.1 The development potential of the single crystal furnace market from 2023 to 2030.
11.1.2 2023-2030 Monocrystalline Furnace Market Trends** Outlook.
11.1.3 Analysis of the industry trend of single crystal furnace segmentation from 2023 to 2030.
11.2 2023-2030 China single crystal furnace market development trend**.
11.2.1 Development trend of monocrystalline furnace industry from 2023 to 2030.
11.2.2 Single crystal furnace market size 2023-2030**.
11.2.3 Application trend of single crystal furnace industry from 2023 to 2030**.
11.2.4 Segment development trends 2023-2030**.
11.3 Supply and demand of China's monocrystalline furnace industry from 2023 to 2030**.
11.3.1 2023-2030 supply of China's monocrystalline furnace industry**.
11.3.2 2023-2030 demand for China's monocrystalline furnace industry**.
11.3.3 2023-2030 China's monocrystalline furnace supply and demand balance**.
Chapter 12 2023-2030 China Single Crystal Furnace Industry Prospect Survey, CICC Qixin International Consulting.
12.1 Analysis of the investment status of the single crystal furnace industry.
12.1.1 Analysis of the investment scale of the single crystal furnace industry.
12.1.2. Composition of investment funds in the monocrystalline furnace industry.
12.1.3 Analysis of the composition of investment entities in the monocrystalline furnace industry.
12.2 Analysis of investment characteristics of single crystal furnace industry.
12.2.1 Analysis of entry barriers to the single crystal furnace industry.
12.2.2 Analysis of the profit model of the monocrystalline furnace industry.
12.2.3 Analysis of profitability factors of the single crystal furnace industry.
12.3 Analysis of investment opportunities in the single crystal furnace industry.
12.3.1. Investment opportunities in the industrial chain.
12.3.2 Segment Investment Opportunities.
12.3.3 Investment opportunities in key areas.
12.4 Analysis of the investment prospect of the single crystal furnace industry.
12.4.1 Industry policy risks.
12.4.2 Macroeconomic risks.
12.4.3 Market competition risk.
12.4.4 Risks of related industries.
12.4.5 Product structure risk.
12.4.6 Technology R&D risks.
12.4.7 Other Investment Prospects.
Chapter 13 Analysis of CICC Qixin International Consulting's 2023-2030 Investment Planning Suggestions for China's Single Crystal Furnace Enterprises.
13.1. Background significance of investment prospect planning of monocrystalline furnace enterprises.
13.1.1. The need for enterprise transformation and upgrading.
13.1.2. The need for enterprises to become bigger and stronger.
13.1.3. The need for sustainable development of enterprises.
13.2. The basis for the formulation of strategic planning of single crystal furnace enterprises.
13.2.1. National policy support.
13.2.2. The law of industry development.
13.2.3 Enterprise resources and capabilities.
13.3 Analysis of strategic planning strategy of single crystal furnace enterprises.
13.3.1. Strategic comprehensive planning.
13.3.2 Technology development strategy.
13.3.3 Regional strategic planning.
13.3.4. Industrial strategic planning.
13.3.5 Marketing brand strategy.
13.3.6 Competitive strategic planning.
Chapter 14 Conclusions and Recommendations of CICC Enterprise Credit International Consulting Research.