This year, photovoltaic glass production capacity will accelerate the release!

This year,the photovoltaic glass market will continue to 2020 photovoltaic glass prices at a high level.

It is reported that by the end of November 2020, PV demand market mainstream 3.2 mm PV glass price has risen to 45 yuan/square meter.

Benefit from the PV glass since the second half of 2020, the phased supply of PV glass is short of demand, the performance of PV glass listed enterprises is flying red.

The market is hot and demand exceeds supply. Since the second half of 2020, the price of photovoltaic glass has risen sharply.New Energy research center Energy Trend statistics show that since July 2020 photovoltaic glass prices increased by more than 80%, to the end of November 2020 photovoltaic demand market mainstream 3.2mm photovoltaic glass prices have risen to 45 yuan/square meter or so, part of the scattered single price is as high as 50 yuan/square meter.

Although from December 2020 to now, the high transaction price of photovoltaic glass has fallen, and the average price has maintained a steady trend, but its price has not fallen significantly.Energy Trend expects that in the first quarter of this year, PV glass prices will remain high.

From the current photovoltaic glass market, by the early photovoltaic glass production capacity replacement policy to press glass expansion, double glass permeability, 166 mm or more large size components to drive the impact of demand, in the first quarter of 2021, photovoltaic glass market in 2020 photovoltaic glass prices at the same time, the overall supply is relatively tight.

Affected by changes in supply and demand, since 2020, photovoltaic glass listed enterprises continue to expand production news.Against this backdrop, Energy Trend said that from the expectations of production capacity release of enterprises, new glass kilns started to be put into production by the end of the year and production capacity release accelerated.

In addition, Xinyi Light Anhui Base will ignite two production lines in the first quarter of 2021, Amadun plans to ignite a production line of 650 tons/day in 2021, and other enterprises are more likely to ignite in the second half of the year.

At present, there are a number of preparation projects, Chenzhou Qibin kiln six line 1200 tons/day new production line in September 2020 to be public preparation.Shaanxi Rainbow Electronic Glass Co., Ltd. has entered the preparatory stage of the production line of 800 tons/day with one kiln and four lines. The specific time of production process needs to be followed up.

Energy Trend pointed out that from the market conditions at the beginning of the year, glass prices have ended the sustained upward Trend, with the end of the late rush to install the end of the market demand slowdown, glass prices are expected to ease in the off-season.However, the problem of relative shortage has not been fully solved, providing strong support for the price of photovoltaic glass in the second half of 2021.

It is expected that a total of 10,300 tons/day of photovoltaic glass projects will be put into production in 2021, with relatively concentrated production in the second half of the year.Ignition time may be adjusted due to construction progress, various approvals and market operation.

With the release of new production capacity of photovoltaic glass manufacturing enterprises in the second half of 2021, it is expected that the supply and demand situation of photovoltaic glass may be eased in the first half of 2022.