Under the situation of slow construction of domestic photovoltaic market and constant international trade friction, Longji Green Energy Technology Co., Ltd., the world's largest manufacturer of monocrystalline silicon photovoltaic products, has handed over a brilliant report card. The proportion of overseas sales of products has increased significantly from 12% in 2017 to 76% in the first half of this year. In the first half of this year, Longji's overseas sales of single crystal components reached 2.423 GW, an increase of 252% year on year. The company achieved an operating revenue of 14.111 billion yuan, a year-on-year increase of 41.09%. The net profit attributable to the shareholders of the listed company was 2.009 billion yuan, a year-on-year increase of 53.76%. Its total assets were 51.615 billion yuan, a year-on-year increase of 30.15%. It has been the photovoltaic enterprise with the highest market value in the world.
"Longji shares began to expand overseas from the middle of 2016. After the implementation of the" May 31 new photovoltaic policy "in 2018, major domestic photovoltaic enterprises have targeted overseas markets, and the proportion of overseas business revenue has gradually increased. In order to develop the overseas market, the business department structure of Longji has been adjusted from the original simple division of domestic and overseas to the division according to the more detailed market region. " Said Li Zhenguo, President of Longji Co., Ltd.
At the same time, the photovoltaic industry in China has ushered in a "great harvest" in the overseas market.
Influenced by market changes and other multiple factors, in the first half of this year, the new installed capacity of photovoltaic in China was less than 12 GW, a decrease of more than 50%. The new installed capacity of centralized power station was about 6.8 GW, a year-on-year decrease of 43.3%. The new installed capacity of distributed photovoltaic was about 4.6 GW, a year-on-year decrease of 61.7%. At the same time, the overseas photovoltaic market performed well in the first half of the year. In the first half of the year, the global installed capacity was about 47 GW, exceeding the market expectation. The recovery in demand in overseas markets has been evident in the past year. According to the data, in 2018, the global newly installed capacity was about 106 GW, of which 61.7 GW was newly installed in overseas market, an increase of 26.2% year on year.
Driven by the overseas market, China's photovoltaic manufacturing end continued to maintain a good growth momentum in the first half of this year, with major manufacturing enterprises showing a prosperous situation of production and sales, basically maintaining full production. According to the statistics of China Photovoltaic Industry Association, in the first half of the year, the export volume of photovoltaic products (silicon wafers, battery wafers and modules) reached US $10.61 billion, an increase of 31.7% year on year. Among them, the export volume of battery chips has increased significantly, which is more than the export volume of the whole year in 2018; the export volume of components has increased significantly, which is about 36 GW, nearly double the year-on-year growth.
Industry insiders said that at present, the international market orders of leading manufacturing enterprises are sufficient in the second half of the year. For domestic orders, some enterprises have begun to selectively receive orders based on the order quality (price and payment method, etc.).
"Jingke always adheres to the principle of global and even shipment, and does not rely on the single market excessively. After the" 5.31 photovoltaic New Deal ", this strategic principle remains unchanged. It will only strengthen the layout and development of emerging markets in terms of depth, breadth and density, and consolidate its position in these markets." Qian Jing, vice president of Jingke energy, told the Economic Daily that at present, the company's customers are mainly from overseas markets.
Li Gang, President of solar photovoltaic system Co., Ltd., said that at present, the overseas market is generally in a steady and rising growth trend. Europe and Southeast Asia are the two highlights of this year's overseas market growth, and the U.S. market demand has rebounded substantially on the basis of last year. In these regions, the company has a layout, and the sales volume is expected to increase by 50% this year. At present, the international economic situation is complex and changeable. In addition to market globalization, manufacturing globalization can also help effectively avoid trade protection measures. The company's future plan is to further increase the global layout.
It is worth noting that, unlike the last round of global expansion of China's photovoltaic industry, customers in the overseas market today are not only concerned about the price, but also about the quality and efficiency of products. In this context, technological innovation has become the core competitiveness to promote the "going out" of China's photovoltaic products. In recent years, high-efficiency battery technologies such as black silicon have been widely used in China, and leading technologies such as n-type double-sided module and heterojunction module are becoming more mature, which further promotes the excellent components in China to go abroad.
In the future, the overseas market will continue to grow. According to Bloomberg new energy financial forecast, global demand is expected to be 123 GW to 149 GW this year. IHS, an international analyst, is also optimistic about the global photovoltaic market, which is expected to reach 123 GW.
Wang Bohua, Secretary General of China Photovoltaic Industry Association, said that the global photovoltaic industry is booming, and there are more and more large markets. Opening up foreign markets will significantly enhance the expectations, confidence and anti risk ability of Chinese enterprises.
Comments: photovoltaic enterprises can't go the old way to enter the overseas market
When the pace of domestic photovoltaic market construction slows down, we are glad to see that the vigorous development of overseas market once again provides strong support for the development of China's photovoltaic industry. At the same time of seizing the opportunity, we still need to be alert, treat the overseas market rationally, and do a good job in risk prevention and control. After all, in the face of the last opportunity period of the overseas market, we have suffered a lot from the "double anti" photovoltaic in European and American countries.
Historically, no matter in the United States or other emerging markets, frequent trade frictions have always been the norm in the international photovoltaic market, which has brought more uncertainty to the "going to sea" of China's photovoltaic industry. There is no doubt that in the face of the international trade problems faced by the photovoltaic industry, only to enhance competitiveness is the magic weapon. Among them, quality is the lifeline of enterprises and industries. Under the increasingly complicated international competition, China
