The two major conferences of the photovoltaic industry will be held soon, paying attention to short -term investment opportunities.
Author | north of the equator
Edit | Xiaobai
The photovoltaic installation continues to grow
The recent photovoltaic sector is more active.From the perspective of the news, the two photovoltaic conferences are about to be held: 2024 The 7th China International Photovoltaic and Energy Storage Industry Conference will be held in Chengdu from November 17th to November 20th; the 2024 photovoltaic industry annual conference will be December 4It was held in Yibin day to December 6.With the rise of risk appetite and the market recently, the photovoltaic sector has performed well under the influence of the supply and demand pattern in 2025.
In 2023, the global photovoltaic industry experienced explosive growth.According to Infolink Consulting data, the downward price of the photovoltaic industry chain has greatly promoted the growth of photovoltaic installations. In 2023, the number of new photovoltaic installations was as high as 415GW. Compared with 250GW in 2022, it increased by 66%. As of the end of 2023, the global photovoltaic installation exceeded 1500GW.On October 21, the National Energy Administration released the national power industry statistics from January to September.From January to September 2024, my country ’s photovoltaic installation was 160.88GW, a year-on-year increase of 24.77%.Photovoltaic increased by 20.89GW in September, an increase of 32.38%year -on -year.Photovoltaic installations continue to grow.
But the fundamentals of photovoltaic still have not changed. From the perspective of supply and demand, under normal expectations, the amount of photovoltaic installation machine this year is about 520GW, and the demand for the corresponding component is about 610GW.However, in terms of supply, it is expected that there will be about 1000GW production capacity at the end of 2024, and the supply is still twice the demand.According to the current markets expected rhythm, by the fourth quarter, as the inventory gradually reduces the inventory, the price of the industrial chain rebounds slightly, the price of silicon material has been repaired to more than 40,000 yuan/ton, and the faucet returns from the cost of cash to the cash cost.In summary, photovoltaic is still at the bottom.
