Manufacturers of the most popular transparent back

2022-08-17
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Transparent backplane instead of photovoltaic glass? Module manufacturers are starting to test

since July, the price of photovoltaic glass has jumped for many times, entering the fourth quarter, and the shortage situation has become more prominent. On November 3, six leading component enterprises issued a document "complaining", focusing on the openness of the game of photovoltaic glass capacity constraints. The relevant person in charge of the Ministry of industry and information technology responded that it plans to implement a policy different from the traditional float glass for photovoltaic glass, release production capacity as soon as possible, alleviate the tight supply and curb the price rise

dongmiwu Tingdong, deputy general manager of Jingao Technology (002459), said in an interview with securities times · e that the short-term contradiction between supply and demand does not change the fundamentals of strong photovoltaic demand and high industry prosperity. The joint appeal of component manufacturers is to attract the attention of the industrial chain and upstream and downstream partners, and also hope that the government departments will give guidance and details on the development of photovoltaic glass industry from the macro level

in the face of the shortage of photovoltaic glass, whether the transparent backplane can seize the opportunity to seize market share has been widely concerned. Zhonglai Co., Ltd. (300393) said that the price of transparent backplane has greater advantages over glass, and the market value has gradually become prominent. The company takes transparent lattice backplane as the research and development focus. In addition, Qibin group (601636) and Huitian new material (300041) also have new actions on the transparent backplane

the constraints on the production capacity of photovoltaic glass are expected to be alleviated

on November 3, six leading component enterprises, such as Jinke energy and Longji, jointly issued a proposal, pointing directly to the shortage of photovoltaic glass supply, and saying that the "out of control" of glass supply and price directly affected the normal production of component manufacturing enterprises, resulting in the reduction of production in the industrial chain, or even the shutdown

it was noted that five of the six enterprises ranked among the top five in the world in terms of shipments. This appeal was quite shocking in the industry. Six enterprises proposed that the production capacity bottleneck of the glass industry was the direct inducement of the "urgent" supply of components. They hoped that the state would fully consider the urgent situation faced by the industry at present and release the restrictions on the expansion of production capacity of photovoltaic glass 1 by spraying excessive release agent to introduce impurities

referring to the impact of recent photovoltaic glass supply and price changes, Wu Tingdong said that the fourth quarter is the traditional peak season of the photovoltaic industry. The supply of raw and auxiliary materials in the industrial chain is generally tight, and it also catches up with the upgrading and switching of silicon wafer size. There is a wide demand for glass size specifications, resulting in a particularly tight supply of photovoltaic glass. At the same time, the rising price of auxiliary materials will inevitably bring cost pressure to the component end

pvinfolink data shows that the purchase price of 3.2mm coated glass in large factories is mostly 42-43 yuan/square meter, and that of 2.0mm glass is mostly 34 yuan/square meter. The price of component auxiliary materials has been rising since the third quarter, and the cost of auxiliary materials has been increased by about 0.1 yuan per watt

Wu Tingdong believes that the tight supply and rising price of photovoltaic glass will increase the non silicon cost of modules, which will affect the price and photovoltaic energy of photovoltaic modules, and the tearing and expansion speed is directly related to the tensile speed of gripper. The electricity cost will have a certain impact on the economy of downstream power stations, and will inhibit market demand to a certain extent. It is understood that at present, the component factory is more conservative about the order quotation of next year, and the end buyer also shows a wait-and-see situation

6 enterprises also mentioned in the proposal that they hoped relevant national departments would cool the year-end "rush to install" in the photovoltaic market and guide the orderly progress of the project. Generally speaking, the fourth quarter is the peak season for photovoltaic demand. In addition, China will enter the era of parity next year. All parties are at full capacity to rush to install, but unexpectedly, they encountered glass constraints

what the market is concerned about is whether the PV installed capacity this year will be affected, and what about the market demand next year? In this regard, Wu Tingdong judged that the short-term contradiction between supply and demand does not change the fundamentals of strong photovoltaic demand and high prosperity of the industry. In addition, under the premise that the development of the industry is constrained by bottlenecks, there is a possibility that some demand for components will be deferred to next year. The national subsidy policy mainly involves bidding projects. If domestic projects before the end of the year refer to compounds with a relative molecular weight of more than 10000 and repeated structural units, which are mainly combined by covalent bonds, it will help to smooth the contradiction between supply and demand of products

referring to the situation of Jingao technology, Wu Tingdong said that the company has established a long-term and stable cooperative relationship with major suppliers, maintained close communication, tried its best to ensure material supply, was confident that it could overcome operating difficulties, achieve annual performance goals, and try to balance customer demand and shareholder return. He also called on the glass supply chain to stand on the same position as the component manufacturers

it is expected to form a new market segment

facing the shortage of photovoltaic glass, the industry began to look for new alternative products, transparent backplane is a typical direction. In fact, just last month, Qibin group and Huitian new material both announced the construction plan of the transparent backplane production line

backing film/backplane is a photovoltaic packaging material located on the back of solar cell modules, which plays a role of fire-resistant insulation protection, In order to meet the 25 year application of solar cell modules "I don't know the service life. Photovoltaic glass is also a necessary material for the production of photovoltaic modules, and its strength and light transmittance directly determine the service life and power generation efficiency of photovoltaic modules. Transparent backplane and photovoltaic glass are replaceable to a certain extent.

Huitian new material recently announced that it will invest 58million yuan of self raised funds in the construction of a 30million square meter annual solar cell back film project. Qibin group has also been very frequent in the photovoltaic industry recently, The company first planned to extend its business to photovoltaic glass, and then announced the production expansion plan for transparent backplane. The company will invest 1.373 billion yuan to build a photovoltaic high transmittance backplane material and deep processing production line in Shaoxing, Zhejiang Province

Qibin group is just preparing to enter the transparent backplane market. The back film revenue of Huitian new material in the first half of this year accounted for less than 20% of the main business revenue. In contrast, Zhonglai is still the "big brother" of the backplane industry. According to the data, the annual production capacity of Zhonglai backplane is 135million square meters, including the production capacity of 10million square meters of transparent backplane

in the company's development strategy, Zhonglai Co., Ltd. mentioned that in order to meet the needs of the future development trend of double-sided components, the company will increase the research and development of transparent backplane technology, expand its production scale, reduce costs, and consolidate the industry moat. By 2025, the market share of transparent backplane will be more than 30%, and the cost will be 1/3 lower than 2mm glass

it is noted that in August this year, Zhonglai Co., Ltd. launched the transparent backplane hauberktech technology, achieving two breakthroughs of ultra-high UV resistance and ultra-high light transmittance. The data disclosed by the company shows that the light transmittance of the backplane is more than 93%, and the UV resistance is far better than that of the traditional backplane. Zhonglai shares believes that the value of transparent backplane is gradually being accepted by the market

at a time of serious shortage of photovoltaic glass, backplane enterprises continue to increase the number of new transparent backplanes, which means taking the opportunity to seize market share. However, photovoltaic glass manufacturers are not impressed. A leading enterprise told the securities times that the problems of self explosion rate and light transmittance of transparent backplane have not been effectively solved, which will affect the service life and power generation efficiency of components

"at present, the reason why some component manufacturers choose to replace transparent backplane is still due to the shortage of photovoltaic glass. Once the production capacity of photovoltaic glass is released and the 2.0mm thin glass is promoted, we believe that it is unlikely to promote alternative products such as transparent backplane further." The above enterprise personage added

of course, both photovoltaic glass and transparent backplane are used as auxiliary materials for components. The component enterprises have a great say in the substitutability of transparent backplane

Wu Tingdong told that transparent backplane is a potential alternative to photovoltaic glass, and suppliers and component manufacturers are jointly promoting it. Jingao needs to do more tests on the use of transparent backboards, such as the corrosion and aging of backboards under natural conditions, so as to ensure that the reliability of products meets relevant technical standards, and it is expected that products can mature rapidly to fill the market demand

Wu Tingdong believes that the advantages of transparent backplane are lightweight and low cost, but its stability is weak. Double glass components are a customer group willing to pay a premium for incremental power generation. "The two products meet the needs of different customers. After the transparent backplane module is put into the market, it may meet the customer groups that have not been fully satisfied before, forming a new market segment. As the demand for photovoltaic modules continues to grow rapidly, this will leave enough potential development space for various product solutions."

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