Jie Jia Chong Wei, as the third largest manufacturer of semiconductor equipment in China, today after the delay in the plate, the photovoltaic industry as a device, a listing on the encounter 531 New Deal, the future will go?
With Jiangsu New Energy, core technology is different, Czech Ka Wei Chong is a photovoltaic industry chain in the role of selling equipment, and the pilot smart for the competition, but the pilot photovoltaic automation ancillary equipment revenue accounted for only 10%, has successfully transformed into a lithium-ion equipment manufacturers.
In addition, the company also has Golden Chen shares, Tianlong photoelectric, precision technology, so now in the photovoltaic industry chain selling equipment business how? 531 PV after the New deal will be the next?
China's third largest semiconductor equipment manufacturer, PV cell production equipment manufacturer
Founded in 2003, the establishment of the beginning of the main production of various types of cleaning equipment (such as engine parts, compressors, etc.), 2004 Independent Development of the company's first single crystal groove-type cashmere pickling equipment and successfully sold to Suntech, June 2005 officially into the photovoltaic industry and the introduction of a single crystal groove-type cashmere pickling Currently focused on crystal silicon solar cell production equipment research and development and sales, product line covers the cleaning of cashmere, diffusion knot, etching and preparation of antireflection film and other solar cell production process of key process equipment and corresponding automation equipment.
Company specific products and in the industry chain position in the following figure:
2017, the company ranked third in China's semiconductor equipment industry, its equipment revenue accounted for domestic solar cell equipment revenue of 29.66%, accounting for domestic semiconductor equipment export delivery value of 37.74%. In 2017, the company realized operating income of 1.243 billion yuan, home to the net profit of 254 million yuan, 2016 and 2017 respectively year-on-year growth of 150.48% and 57.53%.
2018 the first quarter of the revenue of 380 million, deducted from the net profit of 69.9963 million, the first half of 2018 is expected to increase year-on-year revenue growth of 19%-23%, deduction of net income year-on-year growth 11-14%
Gross margin, the company and the same industry than the company's solar photovoltaic equipment manufacturing gross margin level is slightly lower than the peers
PV industry will continue to enlarge At the end of 2017, China's PV total installed capacity of 130.48GW, the new installed capacity of 53.06GW, and three consecutive years to become the world's largest installed capacity of photovoltaic power generation, five consecutive years of photovoltaic power generation of the largest new installed capacity.
One of the new distributed PV installed capacity is 3.7 times times more than a year. July 2017, the National Energy Bureau released Renewable Energy Thirteen-Five planning points out: 2017-2020 total 86.5GW PV construction indicators (excluding distributed), of which the General power station 54.50GW, the leading technology base 32GW, distributed photovoltaic power generation projects, Village-level poverty-alleviation power station and Trans-provincial trans-regional transmission channel construction of photovoltaic power station is not limited to the construction scale.
2017-2020 is expected to increase the size of the installed capacity of more than 35GW, and gradually increasing.
In order to meet the leader's plan, the upcoming Super Runner program requirements, PV construction indicators and the expansion of distributed power plants, the demand for high-performance batteries and battery components will continue to grow
531 after the new deal to reduce the efficiency will become mainstream Internet benchmark price continues to decline, the current PV power plant cost has been reduced to 0.5-0.6 yuan/degree, is expected in 2030, PV power generation costs can reach 0.2 yuan/degree, the user side basic parity, the industry gradually achieve market-oriented operating mechanism.
The issue of power rationing and government subsidy arrears is still outstanding, and at the end of 2017, the renewable energy photovoltaic subsidy gap still has 49.6 billion yuan
May 31, 2018, the three ministries issued: temporarily do not arrange the 2018 General PV power Station construction scale, standardize the distributed photovoltaic development 2018-year arrangement of 10GW to support distributed photovoltaic project construction.
Along with the subsidy Xianpo acceleration and the low parity Internet countdown, develops the high efficiency battery, reduces the electricity cost namely lowers the efficiency to become the profession development the mainstream direction.
PV equipment localization rate will be increased to 90% high efficiency battery technology continues to emerge
Since 2015, China's solar cell and battery parts production scale has also been expanding, 2017 China's battery production reached 68GW, component production reached 76GW, the industrial chain of production scale in all sectors of the world accounted for more than 50%, to maintain the world's first.
2016 China's main crystalline silicon solar cell equipment manufacturers sales revenue of 2.284 billion yuan, an increase of 47.93%, 35 PV equipment localization rate of 70%, is expected to 2020 localization rate will be upgraded to 90%, PV equipment demand will also exceed 12GW.
Sub-products, the current cleaning/velvet machine, diffusion furnace, plasma etching machine, such as domestic rate has been high, tubular PECVD equipment domestic and imported equipment coexist, and the domestic share gradually expanded, but fully automatic screen printing presses, automatic sorting machine, continuous PECVD equipment is still dependent on imports. is selling equipment a good business in the PV industry?
