Apple Samsung favors! The potential of the photovoltaic industry?

A few days ago, according to technology media reports, technology giants Apple and Samsung are evaluating the possibility of introducing solar cells into future products, and they all seem to favor technology called organic solar.

In general, an organic solar cell is a solar cell in which a core portion is composed of an organic material, and an organic substance having a photosensitive property is mainly used as a material of a semiconductor, and a voltage is generated by a photovoltaic effect to form a current, thereby realizing the effect of solar power generation. It is worth mentioning that, unlike large solar panels installed on the roof, this technology requires only a small amount of sunlight to be converted into electricity.

In fact, Samsung and Apple have been strategically deploying solar cell technology for a long time: Samsung introduced solar cell technology in a few products ("Blue Earth" and "Crest Solar" phones) in 2009 to take advantage of its charging; Previously launched Android platform mobile phone Replenish also provides optional accessories for solar battery back shell, and it will also launch a 10-inch netbook NC215S equipped with solar cells; and Apple has applied for many patents in the solar technology section since 2006.

At present, although the costly solar cell technology also needs the technology and time to provide the " good times and good fortune" fortune, but with the rise of the photovoltaic industry boom, its sub-sector is also driven by favorable.

Adapting to the current solar cell industry

Despite the release of the “531” New Deal last year, the relevant departments called for new investment in ordinary ground-based photovoltaic power plants, and increased control of distributed photovoltaic scale, and the progress of subsidies to the slopes accelerated, making the photovoltaic industry enter a more obvious adjustment pain. Period, but its prospects are still considerable.

According to the data, in the 2018, the newly installed photovoltaic power generation capacity was 44.26 million kilowatts, which was second only to the new installed capacity in 2017. Among them, centralized power plants and distributed photovoltaics added 23.3 million kilowatts and 20.96 million kilowatts respectively. As of the end of December last year, the national photovoltaic power generation capacity reached 174 million kilowatts, an increase of 34% year-on-year, of which centralized power stations were 123.84 million kilowatts. Photovoltaic photovoltaic 50.61 million kilowatts; and 2018 national photovoltaic power generation 177.5 billion kilowatt hours, an increase of 50%, the average utilization hours of 1115 hours, an increase of 37 hours; the phenomenon of abandoned light is also optimized: 2018, the national photovoltaic power generation abandoned photoelectric The amount decreased by 1.8 billion kWh year-on-year, and the light rejection rate decreased by 2.8% year-on-year, achieving a “double drop” in the amount of discarded photoelectric light and light rejection. In addition, it is estimated that the global photovoltaic cell production capacity will reach 175GW and 187GW respectively from 2019 to 2020, up 10.76% and 6.86% respectively. By 2022, the solar cell industry output will reach 95GW, of which domestic demand is relatively strong, and the demand is expected to be 2022. Will reach 58.02GW.

“ Ice and fire two days” investment in the photovoltaic industry?

However, it is worth noting that, in the light of the dramatic changes in the photovoltaic industry, coupled with the recent off-season of the photovoltaic industry, the listed companies have also suffered from some aspects of their operations, showing a situation of “ice and fire”: , Aikang Technology (002610.SZ) expects net profit attributable to shareholders of listed companies to increase by 120.35% to 208.49% in 2018, and crystal growth furnace equipment leader Jingsheng Electromechanical (300316.SZ) is expected to achieve net ownership attributable to shareholders of listed companies last year. The profit was 561 million yuan to 677 million yuan, a year-on-year increase of 45% to 75%. On the other hand, some companies that face losses directly, GCL integration (002506.SZ) may face the risk of accruing large bad debts. Last year, there was a big uncertainty in net profit: a loss of 400 million yuan to a profit of 50 million yuan. The year-on-year decline was 17.77 times to 1.10 times; the inverter faucet Sunshine Power (300274.SZ) is expected to earn 150 million yuan to 180 million yuan, down 11% to 26% year-on-year; and Zhongli Group (002309.SZ), Yama. Four companies, including 002623.SZ, Jinggong Technology (002006.SZ) and Colin Environmental Protection (002499.SZ), are expected to suffer losses in the first quarter. Among them, the company with relatively large loss is Zhongli Group, which is expected to lose money. From 0.82 billion yuan to 100 million yuan.

As can be seen from the above, still in the throes of related businesses adjustment period, which also reflects the next question, including solar photovoltaic industry must face, including points and trends.

At present, in the vertical sightseeing market, the solar cell industry as a whole has an overcapacity phenomenon. Obviously, how to resolve excess capacity has become a top priority. In fact, under the policies implemented by relevant departments, it has stimulated the consumption of solar cells. Increase, solar cell production capacity will also show a gradual digestion.

At the same time, with the continuous advancement of product technology and manufacturing process, the degree of integration of photovoltaic manufacturing products will be further enhanced, and it will gradually develop into automation, intelligence and flexibility, and its market application will be diversified. Based on this, looking forward to the new year's PV market, its industry concentration and integration will be further enhanced with the continuous maturity of technology and the landing of the New Deal.

In addition, as the domestic PV industry undergoes changes, companies that have suffered from bottlenecks due to the rapid decline in PV product prices have begun to go abroad and turn to overseas markets, but the good times are not long. On April 4, US international trade The Commission (ITC) decided to initiate a 337 investigation into domestic PV cells and its downstream products, during which it alleged that the products exported to the United States, imported in the United States and those sold in the United States infringed their patents, requested ITC to initiate a 337 investigation and issue a limited exclusion order. And the prohibition order, which will cause seven Chinese companies including Jinko Energy Co., Ltd. and Longji Green Energy Technology Co., Ltd. to be involved in the case. Although the United States has not yet reached a clear investigation conclusion, it may The operation produced some unforeseen effects.

According to the data, Jinko Energy (NYSE: JKS) was established in December 2016 and landed in the New York Stock Exchange in May 2010. Its business scope covers the development, processing and manufacturing of high-efficiency solar cells, modules and photovoltaic applications. Installation and sales, as well as production and sales of solar materials and related ancillary products. According to the 2018 annual report, the company's total solar module shipments for the year was 11.4GW, an increase of 16.0% year-on-year, setting a new record for the industry's annual shipment history. The total annual revenue was 25.04 billion yuan ($3.64 billion); the annual operating profit was 644.9 million yuan ($93.8 million), a year-on-year increase of 98.2%; the annual net profit was 406.5 million yuan ($59.1 million). The year-on-year growth was 186.9%; the annual gross profit margin was 14.0%, a year-on-year increase of 23.9%.

Longji Green Energy Technology Co., Ltd. (hereinafter referred to as “Longji Shares”) (6010102.SH) was established in February 2000. The company was formerly known as Xi'an Longji Silicon Materials Co., Ltd., which is mainly engaged in R&D and manufacturing of high-efficiency solar monocrystalline silicon products. As well as the development, manufacture and sales of semiconductor materials, solar cells, electronic components and semiconductor devices, it was listed on the main board of the Shanghai Stock Exchange in April 2012. According to the 2018 performance report, due to the decline in domestic demand, the price of photovoltaic products fell sharply. The revenue increased by 34.38% year-on-year to 21.918 billion yuan, while the net profit decreased by 28.24% to 2.558 billion yuan, and the basic earnings per share was 0.93 yuan. At present, Longji shares will suspend the implementation of the rights issue and will resume trading on the 17th.

Conclusion:

With the accelerating globalization, environmental problems have become a common problem faced by countries all over the world. In order to curb its development trend, solar photovoltaics have entered people's field of vision and gradually become one of the mainstream forms of new energy in the future. It has also attracted the attention of many investors and related companies.

After the adjustment of PV policy last year, overall, with the reduction of related power generation costs, demand will begin to appear stable for a long time. In addition, the new PV policy has not yet officially landed in 2019, and the related investment in this industry has gradually returned. Rational and calm, and for the relevant PV manufacturers in which they are located, they should be clear that this market has moved from high-speed growth to high-quality development. Among them, low-cost and high-efficiency new photovoltaic cells Products will become the scent of the industry for a period of time, and major manufacturers need to closely match the market demand according to the scale of the existing photovoltaic industry, through technological innovation and reduce costs, thereby improving product matching, Further improve the relevant industrial chain and promote the development of the photovoltaic industry.

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