The craze is surging, photovoltaic orders surged by 90%!
Under the long-term framework of “double carbon”, the photovoltaic concept has undoubtedly been given a shot in the arm. The photovoltaic industry is ushering in its own “highlight moment”!
The energy industry accounts for more than 80% of carbon emissions. The core is new energy construction. The focus of new energy is renewable energy. Therefore, photovoltaic and wind energy have become the top priority. In 2022, my country’s new energy development momentum will be strong. Data from the China Photovoltaic Industry Association shows that from January to October 2022, the total export of photovoltaic products (silicon wafers, cells, modules) exceeded US$44 billion, a year-on-year increase of 90.3%, a record I A new all-time high!
The conflict in Ukraine has intensified the global energy crisis. Crude oil has risen, and natural gas prices have soared. Prices have hit record highs. This has also made us more aware of the problems caused by the contradiction between energy supply and demand. At the same time, the demand for alternative energy has become increasingly strong, which has also brought great consequences to our country’s photovoltaic companies. Come huge business opportunities.
The delivery period is tight, and production will not close during the Spring Festival!
At the end of 2022, various provinces across the country launched a “sea-going trend”. Zhejiang, Guangdong, Jiangsu, Fujian, Sichuan and other major chemical provinces took the lead in making arrangements, organizing groups to go to Europe, Japan, the United Arab Emirates and other countries and regions to start “going overseas to grab orders”.
Among them, as one of the earliest photovoltaic companies in my country, Trina Solar Co., Ltd. has returned with a full load from this “overseas order grabbing”. Its chairman and CEO Gao Jifan said that Trina Solar has made another success in this operation. Major orders have been signed, and some orders have even accounted for 30%-50% of total sales in 2023.
The demand is high and time is of the essence! Gao Jifan said: “Customers are very urgent about delivery, so we cannot stop production during New Year’s Day and Spring Festival.”
Competition is becoming increasingly fierce, seize the opportunity to seize the opportunity!
Under the general trend of global energy transformation, more and more companies have joined the wave of expansion in the new energy industry. According to incomplete statistics, more than 25 non-photovoltaic listed companies have announced their involvement in the photovoltaic field during the year. This is also sufficient. It shows that the competition in the industry has become very fierce.
How can we seize the opportunity and seize the market?
In the photovoltaic industry, my country has formed the world’s most complete industrial chain from silicon materials, silicon ingots/silicon rods/silicon wafers, cells/modules, inverters to photovoltaic product applications. In fact, my country’s photovoltaic industry’s polysilicon, silicon wafers, cells and modules account for more than 70% of the global output. Compared with Europe, my country’s domestic supply chain is more complete. In addition, Europe has an urgent need for energy transformation under the influence of the Russia-Ukraine conflict, and its demand for photovoltaic products mainly relies on Chinese imports.
There is no doubt that my country’s photovoltaic industry has become globally competitive. However, as overseas markets pay more and more attention to the photovoltaic industry, the United States, the European Union, etc. are also vigorously developing local photovoltaic companies and will compete fiercely with Chinese photovoltaic companies. Domestically, photovoltaic companies are also frantically expanding production. .
Many provinces have issued 2023 chemical industry development plans!
It’s not just the photovoltaic industry. With the full liberalization of policies, all walks of life will also use full power to develop the economy in 2023. Major chemical provinces such as Shandong and Jiangsu are the first to bear the brunt. They have also recently released development plans for the chemical industry. Let’s take a look. Let’s see!
Shandong: Building a high-end chemical industry base
Recently, the Shandong Provincial Party Committee and the Provincial Government issued the “Three-Year Action Plan for Building a Green, Low-Carbon and High-Quality Development Pioneer Zone in Shandong Province (2023-2025)”, clearly proposing to build a world-class high-end chemical industry base.
The “Action Plan” proposes to build a world-class high-end chemical industry base. We will solidly advance the Yulong Island refining and chemical integration and the implementation of Wanhua Chemical’s ethylene and Dongming Petrochemical UPC projects, and strive to include more major petrochemical projects in the national planning and layout. Strictly implement production capacity replacement indicators and steadily promote the subsequent integration of local refining production capacity. Optimize and upgrade modern coal chemical industries such as Zaozhuang, Jining, and Heze, cultivate and strengthen high-end salt chemical industries such as Weifang, Dongying, and Binzhou, and vigorously develop new chemical materials industries. Promote the improvement and clustering development of chemical industry parks. The admission rate of chemical industry enterprises has reached more than 45%. The output value of chemical industry parks (including key chemical monitoring points included in park management) accounts for about 80% of the entire industry.
Jiangsu: Create an “N+1” chemical industry development pattern
It was learned from the “Jiangsu Province’s “14th Five-Year Plan” Chemical Industry High-end Development Plan” announced by the Jiangsu Provincial Department of Industry and Information Technology that Jiangsu will form a “1+N” with Lianyungang Petrochemical Industry Base and 28 chemical industry parks (concentrated) areas as the main body. “Chemical industry development pattern.
The “Plan” points out that the focus will be on the planning and layout of petrochemicals, organic raw materials, synthetic materials, high-end fine chemicals and other industries.
Liaoning: Coordinate and optimize industrial layout and promote refining and chemical integration
During the “14th Five-Year Plan” period, we will coordinate and optimize the layout of the petrochemical industry, further integrate refining and chemical production capacity, promote refining and chemical integration, and comprehensively build Dalian Changxing Island (Xizhong Island) petrochemical industry base. Actively develop the fine chemical industry, build the Liaodong Bay fine chemical industry belt, and develop fine chemical industry clusters such as Fushun, Liaoyang, Huludao, Jinzhou, and Yingkou. Promote “reducing oil and increasing chemicals”, enhance the supply capacity of olefins, aromatics and their derivatives, and build production bases for polyester, olefin bulk chemicals, general resins, synthetic rubber, and polyurethane, focusing on propylene, rubber and plastic wax materials, and special polymers. Carry out intensive processing of ester, special rubber and other products, develop high-tech, high value-added chemical products, and gradually improve the entire industrial chain from petrochemicals to new chemical materials and fine chemicals.
Recently, bulk market quotations have shown a situation of rising more than falling. The market has recovered significantly, and individual products such as naphtha, butadiene, propylene glycol, etc. have enjoyed gratifying gains.
In addition, judging from the planning content released by various provinces, the development of the chemical industry in 2023 will focus more on integrated and refined development. In 2023, more attention can be paid to the development of new energy and new materials, high-end fine chemicals, and integrated refining and chemical projects.
Source: CCTV Finance, Hazardous Chemical Escort Bureau, Guangzhou Chemical Trading Center, Internet, etc.