Development status of photovoltaic energy terminalThe market demand of photovoltaic energy terminal is insufficient“ The profitability of the main links of the photovoltaic industry chain is a smile curve. The battery is at the bottom of the curve, and its bargaining power is weak, so its profitability is not as good as that of the upstream and downstream. " Said Qian Jing, vice president of Jingke energy.

This time, due to the fall of the price of photovoltaic silicon chip, the supply chain price continued to fluctuate, which made the middle and lower reaches of the market "panic". According to Ma Haitian, Deputy Secretary General of silicon branch of China Nonferrous Metals Industry Association, the change of market supply and demand is the main factor of price fluctuation. Photovoltaic energy terminal's acceptance of price increase in the middle reaches of the industrial chain will affect its price trend“ In the end, it depends on how much demand is released from the photovoltaic energy terminal market. "

According to public data, from January to April this year, China's newly installed photovoltaic capacity was 7 gigawatts, while the predicted value of this year's newly installed domestic capacity is 60 gigawatts, with the completion rate of less than 12% in the first four months.

Soochow securities analysis, market concerns about weak demand dragged down the price of battery chips. In order to restrain the rise of silicon material price, the purchasing demand of photovoltaic energy terminal is decreasing, and the financial pressure of some battery manufacturers is gradually emerging. However, due to the fact that the price adjustment of battery chips in the first two weeks of June has not yet reached the expected level, the purchasing intention of the main photovoltaic energy terminal is not strong. At the same time, the market is worried about the continued production reduction of batteries and components. Under the tense atmosphere, the popularity of the battery market has plummeted.

Soochow Securities believes that if the 60 GW target is to be achieved, most of the projects will be connected to the grid in the second half of the year. Under the condition that the actual module demand forecast data of the industrial chain is lower than the actual module output data, it is doubtful whether the domestic photovoltaic market will usher in an outbreak in the second half of the year.