Le secteur photovoltaïque a changé de tendance et a explosé de 5,46 %, les performances des entreprises de matériaux en silicium ont considérablement augmenté et l'expansion de l'industrie s'est poursuivie

In a change from last week's downturn, this week (February 14-February 18) the photovoltaic equipment sector rose by 5.46 percent . Among them, the highest increase was JA Technology, which rose by 11.97 percent in the week, followed by Sungrow. The increase was 9.56 percent , and the increase of Foster and Follett was more than 6 percent .

Au niveau de l'industrie, les entreprises de polysilicium ont de fortes attentes en matière de bénéfices et de nombreuses entreprises ont augmenté leur production. Le niveau de cotation global du segment des matériaux en silicone a continué d'augmenter légèrement, et le prix de transaction a également légèrement augmenté. Follett, une entreprise leader dans le domaine du verre photovoltaïque, a connu des rebondissements dans l'achat de mines et le recyclage. La société a annoncé qu'elle avait mis fin au programme d'actifs majeurs et poursuivi ses activités commerciales, puis a reçu une lettre d'enquête de la Bourse de Shanghai.

Les performances des entreprises de matériaux en silicium ont considérablement augmenté

Last year, the silicon material companies made a lot of money. Tongwei's latest performance forecast shows that the company achieved operating income of 66.602 billion yuan in 2021, a year-on-year increase of 50.68 percent ; net profit attributable to shareholders of listed companies was 8.203 billion yuan, a year-on-year increase. 127.35 percent ; net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 8.382 billion yuan, a year-on-year increase of 248.03 percent . At the end of 2021, the company's total assets were 88.301 billion yuan, and the owner's equity attributable to shareholders of listed companies was 37.470 billion yuan, an increase of 37.4 percent and 22.62 percent respectively over the end of the previous year.

According to Tongwei's analysis, the reasons for the changes in the company's performance are as follows: In 2021, benefiting from the growth of downstream demand, the supply of high-purity crystalline silicon products will be in short supply, and the market price will increase significantly year-on-year. percent , the profit has increased significantly. At the same time, the company's business segments such as solar cells and feed have been operating steadily, maintaining strong market competitiveness.

This year's trend of embracing silicon as king has not changed, and photovoltaic companies are still expanding their production significantly in the near future. On February 14, Hosun Silicon issued an announcement. Based on the current situation of industry development and the growing market demand in the future, combined with the development strategic plan of Hosun Silicon, in order to further expand the company's entire industrial chain layout and enhance the company's competitive advantages, the company plans to pass a wholly-owned subsidiary. Hesheng in the middle of the company is investing and constructing the "Industry Integration Project of Silicon-based New Materials of Xinjiang Central Hesheng Silicon Industry Co., Ltd. (an annual output of 200,000 tons of high-purity polysilicon project)" in Ganquanbao Economic and Technological Development Zone (Industrial Zone), Urumqi City, Xinjiang. The estimated total investment of the project is 17.5 billion yuan.

Le contenu de construction du projet est de 200 000 tonnes/an d'usine de polysilicium, de 100 000 tonnes/an d'usine de soude caustique, ainsi que des travaux publics et des travaux auxiliaires. Les principaux bâtiments sont la sous-station principale, la synthèse d'hydrogénation à froid, la rectification, la récupération des gaz résiduaires, la station de congélation, la station d'eau en circulation, l'atelier de réduction, l'atelier de post-traitement et l'entrepôt de poudre de silicium.

Hoshine Silicon said that this foreign investment aims to further expand and improve the company's layout in the whole industry chain of silicon-based new materials, and enhance the company's industrial scale and comprehensive market by virtue of its rich industry experience, technology accumulation, scale advantages and customer resources. competitive strength. This foreign investment implements the company's overall strategic plan to further expand to the downstream of industrial silicon, lays a foundation for the rapid development of the company's photovoltaic new energy business, and is conducive to the company's creation of a new profit growth point.

In addition, TBEA has recently increased foreign investment. On February 16, 2022, the new energy company controlled by TBEA signed the "1GW Photovoltaic Power Generation and Supporting Project Investment Framework Agreement" with the Hongdong County People's Government and Huaxiang Co., Ltd. in Hongdong County, Linfen City, Shanxi Province. The total investment of the project is 4.3 billion yuan, supporting the photovoltaic support production project.

Follett reçoit une lettre d'enquête de la Bourse de Shanghai

Le rachat des mines par Follett, leader du verre photovoltaïque, est toujours en suspens. Auparavant, Follett avait révélé que la transaction était une réorganisation majeure des actifs et faisait l'objet de demandes répétées de la part des régulateurs. Le 14 février, Follett a déclaré qu'il ne s'agissait pas d'une réorganisation d'actifs majeurs et a immédiatement mis fin au processus de réorganisation d'actifs majeurs, mais continuera de faire avancer la transaction.

Par la suite, la Bourse de Shanghai a réémis une lettre d'enquête à Follett, l'obligeant à ajuster les dispositions pertinentes en fonction du prix de la transaction et à décider du processus spécifique et des moments importants de la fin du processus de réorganisation, etc., pour expliquer si les informations la divulgation des progrès de la réorganisation précédente était inopportune et inexacte. ; Vérifiez s'il existe des accords d'avantages non divulgués pour les parties concernées et s'il existe des circonstances telles que le fait d'éviter une restructuration majeure des actifs.

In terms of industry policies, recently, eight departments including the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Implementation Plan on Accelerating the Comprehensive Utilization of Industrial Resources". Promote the RD and industrial application of emerging solid waste comprehensive utilization technologies such as waste photovoltaic modules and wind power blades, increase the RD and promotion of comprehensive utilization of complete sets of technical equipment, and explore emerging solid waste comprehensive utilization technology routes.

In the polysilicon market, upstream prices continued to fluctuate, while downstream prices were limited. According to PVInfolink's analysis, this week's upstream inquiries and transactions were relatively active. In order to meet downstream demand, wafer fabs actively purchased production demand and continued to increase wafer pulling operations. The overall quotation level of the silicon material segment continued to increase slightly. The high quotation price was pushed up to RMB 244-247 per kilogram or even above. The transaction price also rose slightly, and the average price rose to about RMB 240 per kilogram. In terms of supply, the increase in the actual supply of silicon materials is limited. Although the supply in February has slightly increased month-on-month, at present, the overall new supply of silicon materials in the first quarter of this year is compared with the new demand in the wafer pulling process. Said, still not enough. The negotiation and order signing of silicon material in March started one after another, and it is expected to enter a more intensive negotiation cycle next week.