Photovoltaic Glass Capacity Demand Is Not Reduced
Photovoltaic glass long single continuous, capacity demand is not reduced
Since this year, photovoltaic glass is still long single, capacity demand continues to increase.
On October 24, Luoyang Glass announced that it signed the "purchase Contract" with Trina Solar and its 8 subsidiaries to supply about 30GW of single glass and double glass toughened coated glass products for photovoltaic. On October 11, 2013, the company announced that it signed a contract with A New Energy Company, stating that from the signing date of the agreement to September 30, 2024, a new Energy Company will purchase 200 million square meters of photovoltaic glass from Yixing Company, with an average quarterly purchase quantity of 20 million square meters.
In May this year, Yamadon signed a strategic cooperation agreement with Trina Solar to sell 1.6mm ultra-thin photovoltaic glass to Trina Solar. The company plans to sell a total of 337.5 million square meters from June 1, 2022 to December 31, 2025. In addition to Trina Solar, it also signed a cooperation agreement with Longi to jointly develop "Longtop" BIPV, which applies 1.6mm ultra-thin lightweight anti-glare glass in photovoltaic building integration projects.
In the first half of the year, Follett announced that the proposed increase in capital is not more than 6 billion yuan. Of this amount, 1.93 billion yuan will be used to manufacture high-penetration panels for new energy equipment with an annual output of 1.95 million tons; 2.27 billion yuan will be used to manufacture ultra-thin and ultra-transparent panels for new energy equipment with an annual output of 1.5 million tons; and 1.8 billion yuan will be used to supplement working capital.
Photovoltaic installed equipment continues to be hot, module manufacturers continue to sign orders, photovoltaic glass as an important component of the auxiliary material, still rising tide, it is expected that the next two years photovoltaic glass capacity continues to flourish, there is inevitable excess risk, but the current supply and demand is stable, enterprise inventory continues to release, photovoltaic glass situation is good, glass price brewing rise is also expected.
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