On Wednesday, the energy sector performed strongly, with the PV sector** exceeding 2%. *In terms of Daye Intelligence, Sanchao New Materials "20cm" daily limit, Robotec**1286%, Evergrande High-tech, Haiyuan Composites, Wangbian Electric, Ancai Hi-Tech, Tianqi Shares, etc.
From the perspective of the industry, power grid investment remains high. In 2023, the national power grid project investment will be 527.5 billion yuan, a year-on-year increase of 5%, and the agency expects that equipment delivery will peak from 2024 to 2025. Guoxin ** believes that the "14th Five-Year Plan" power planning mid-term regulation landing, the State Grid 2024 work conference will continue to take power grid investment as the top priority of the work, power grid investment is expected to maintain a high prosperity, a few days ago, the country issued the "Guiding Opinions on the High-quality Development of Distribution Network under the New Situation", and the demand for primary and secondary equipment in the distribution network is expected to be released one after another. Overseas, the development of new energy has driven the demand for power grid transformation and upgrading, and the bidding for equipment for UHV projects in Brazil and Saudi Arabia is expected to be implemented in the near future, driving China's leading enterprises to go overseas.
The reporter of the "Volkswagen Daily" noticed that in February this year, the silicon material link of the main photovoltaic industry chain maintained the first trend, and the n-type silicon material was 3 yuan kg to 71Recently, the production of new high-quality polysilicon materials has been slow to climb, N-type materials are tight, wafers and cells have caused a short-term P-type supply-demand imbalance due to the large-scale conversion of P-N production lines, and P-type inventories have decreased significantly. The industry expects module production to rise to more than 50GW in March and 35GW in February, which is expected to recover sharply month-on-month. Although the first quarter is the traditional off-season for photovoltaics, with the cyclical recovery of domestic installed capacity and the continuous depletion of European inventories, downstream demand will gradually recover, and the gradual clearing of excess capacity will also drive the industry's profitability to recover.
With the rebound of the photovoltaic industry, since the beginning of this year, leading photovoltaic enterprises have been moving. On the evening of February 25, Aiko announced that the company's board of directors deliberated and approved the proposal on investing in the construction of Jinan Phase I with an annual output of 10GW of high-efficiency crystalline silicon solar cells and modules, which is the first phase of the "Aiko Solar High-efficiency Cell Module Project Strategic Cooperation Agreement" signed by the company and the people of Jinan in April 2023. On the evening of February 26, Canadian Solar announced that in order to rapidly improve the scale of N-type advanced production capacity and product competitiveness, and increase market share, the company plans to build a new energy industrial park project with an annual output of 14GW slices + 14GW batteries + 14GW modules in Lianshui County, Huai'an City, Jiangsu Province, with a total planned investment of 96300 million yuan (including supporting working capital), which will be constructed in three phases. Trina Solar recently said that it will enter the photovoltaic glass market. Industry insiders said that the photovoltaic industry chain companies continue to expand investment, indicating that the industrial chain is still firmly optimistic about the development of the photovoltaic industry, and in 2024, after experiencing the rapid development of the industrial chain and the rapid iteration of technology, it may return to the track of healthy development.
Reporter Tang Xiaofei.