gamessimilartobingo| Photovoltaic: The total module output of the photovoltaic industry in May 2024 is expected to be 55~56GW
editor 2024-05-15 08:26:02 Nature 28
Source Gangtise Investment Research
analyst saidgamessimilartobingoThe total module output of the photovoltaic industry in May 2024 is expected to be 55~56GWgamessimilartobingo, month-on-month decline of 2 - 3GW in April. The concentration of leaders in all links has increased, with the top 5 companies in the component industry accounting for 62 - 65%, and about 50% in the same period in 2023. The operating rates of leading silicon wafer manufacturers exceed 90%, integrated component companies are 85 - 90%, and specialized silicon wafer companies are 30 - 70%. The output of adhesive film and glass remained at the April level, with the operating rate of leading enterprises being about 80%, and that of second-tier enterprises being 60 - 70%. The price of polysilicon has dropped sharply since early April. The current average price is less than 40 yuan/Kg, and the price of n-type granular silicon has also remained at around 40 yuan/Kg. New technologies such as 0BB, tungsten diamond wire, granular silicon, etc. have made progress, and the 0BB technology route is making the fastest progress. In addition, many manufacturers have produced size perovskite products with conversion efficiency exceeding 20%, and several GW-level production lines may be in production in 2025.