The oligopoly pattern of photovoltaic glass is becoming clearer and clearer
photovoltaic power generation is booming, and the prosperity of photovoltaic glass is rising. Photovoltaic glass is a necessary part of photovoltaic modules, and its market demand is closely related to photovoltaic installed capacity. Under the background that the world is committed to developing clean energy, photovoltaic power generation is booming. Photovoltaic glass originated in Europe. Six years later, Chinese manufacturers entered the photovoltaic glass industry. Both internationally and domestically, the photovoltaic glass industry has a high market concentration. Globally, about 80% of photovoltaic cell modules in the world use photovoltaic glass produced in China. Among them, Xinyi solar energy and fulette are in the first tier, and Caihong, Jinxin and CSG are in the second tier. The company's production capacity and scale are small. Domestic manufacturers lead the world. With the continuous introduction and research and development of technology by domestic manufacturers, the monopoly of foreign enterprises in the photovoltaic glass industry has been gradually broken. At the same time, domestic manufacturers have made full use of domestic cost advantages, reversed the situation of relying on imports of photovoltaic glass, and realized the transformation from relying on imports to replacing imports. Large domestic enterprises have also begun to build factories abroad. By 2019, China has become the largest exporter of photovoltaic glass, accounting for more than 90% of the world's output
2/the pattern of oligopoly industry is becoming clearer and clearer
the industry is in an oligopoly situation. At present, the main participants in the photovoltaic glass industry are Xinyi solar energy, fulette, Caihong, Jinxin solar energy, CSG, China building materials and other enterprises, and the leaders are mainly Xinyi solar energy and fulette. Due to the existence of factors such as the arc radius number printed on the upper part of each clip of the scale for selection effect, technical and financial barriers, customer stickiness, etc., large enterprises have obvious competitive advantages, and the industry leading advantage is more significant. In recent years, the CR2 concentration in the industry has been increasing, and it is expected to continue to improve in the future. According to the current expansion plan, it will reach 51% in 2019 and more than 60% in 2020. In contrast, other companies have no obvious new production capacity, the industry concentration continues to improve, the future trend will be good, and the market domination and bargaining power will also be improved
Xinyi solar energy capacity expansion plan. The existing production capacity of Xinyi is mainly distributed in Tianjin, Wuhu and Malaysia, and the current production capacity is 500t/d, 5400t/d and 1900t/d respectively. In 2020, the company is expected to expand two 1000t/D production lines in Guangxi and Wuhu respectively, and the company's production capacity will reach 11800t/d
freightt capacity expansion plan. The existing capacity of fulette is mainly distributed in Jiaxing, Fengyang and Vietnam, and the current capacity is 2290t/d, 3000t/d and 1000t/d respectively. In 2020, the company is expected to expand one 1000t/d production line in Vietnam and two 1200t/d production lines in Fengyang, Anhui Province in 2021. By then, the company's production capacity is expected to be 7290t/d in 2020 and 9690 in 2021, ensuring that the electronic tensile test motor moves t/d according to the instructions of the control software
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