The photovoltaic market is suddenly raging, the upstream raw materials are in short supply, and the domestic giants are overwhelmed.
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"As far as I know, many large-scale PV companies in China have already received orders from the beginning of March this year. In this case, the domestic 280 MW PV project bidding, whether these companies have the ability to supply is indeed One problem." Faced with the simultaneous launch of two markets at home and abroad, domestic PV giants are even overwhelmed, and industry insiders revealed that due to the sudden firestorm in the photovoltaic market, the shortage of upstream raw materials has begun to repeat itself.
From a depression to a firestorm "very sudden"
Chen Weipeng is a sales manager of a solar cell module manufacturing company in Beijing. He is very emotional when he talks about the ups and downs of the PV market in recent years. "In the past two years, the PV market has changed a lot. Before the Spring Festival, the whole industry was still in a slump, that is, a few months, suddenly it started to fire!" he said.
The reporter's understanding of large-scale PV companies such as GCL, Suntech, Tuo Xinneng and Yingli Group also confirmed the current market turmoil.
In the interview with the reporters, the relevant personages of the above-mentioned enterprises all said that the current products are not sold out, and they are basically in short supply. "The foreign market is indeed very hot now, and many corporate orders have already been placed next year." Tuo Xinxin's relevant responsible person told reporters.
In late June, the National Development and Reform Commission announced the tender for the new phase of photovoltaic grid-connected power concession project, involving 13 projects in the six northwestern provinces of Shaanxi, Qinghai, Gansu, Inner Mongolia, Ningxia and Xinjiang, with a total installed capacity of 280 MW. This is also the bid for the largest PV project in China to date.
Compared with last year's first photovoltaic grid-connected power generation demonstration project in China, the Dunhuang 10MW solar grid-connected power generation concession demonstration project (hereinafter referred to as the Dunhuang project), this year's installed capacity has expanded by 28 times. The bidding for a package of photovoltaic power generation projects was unveiled, which caused widespread concern.
It is reported that Huaneng, Datang, Huadian, Guodian, China Power Investment and other five power generation groups, SDIC Power, Guohua Power, China Resources Power, China Guangdong Nuclear Power and other four small giants, the State Grid, China Southern Power Grid and other two power grid companies, as well as China's energy-saving investment Companies such as companies are interested in participating in this oversized project bidding.
In addition, the relevant heads of many PV industry giants such as GCL-Poly, LDK, Wuxi Suntech, and Yingli Green Energy have clearly stated that they will participate in the bidding. Compared with these giants eager to try, some of the newly emerging solar photovoltaic companies in China seem to be unable to do so.
Chen Wepeng told reporters that the company he worked for has not yet confirmed the bidding for the domestic 280 MW concession project. The main reason is that the upstream raw materials are in short supply. The company must first meet the current customer demand, and the next step is difficult to expand the production capacity to meet the growing demand of the domestic market. .
At present, many domestic PV giants are committed to expanding production capacity. For example, Yingli will invest 10 billion yuan in Hainan to build a new plant in addition to the new production line in Baoding. At the same time, new competitors are also pouring in, such as entering the field of photovoltaic power generation, China Southern Power Grid new energy company is in preparation and so on. The photovoltaic market has once again become hot.
Large companies participating in PV bidding are "very enthusiastic"
Because this year's PV market, whether it is raw materials or battery components, there is a shortage of supply, so the final price of the 280 MW PV project bidding of the National Development and Reform Commission this year has become a major concern of all parties.
Last year, the Dunhuang project finally won the bid price of 1.09 yuan / kWh. At that time, the consortium of SDIC Power and Yingli Holdings had invested a low price of 0.69 yuan / kWh.
In an interview with reporters, Tuo Xinxin, a person in charge who did not want to be named, said that it is not expected to have an ultra-low price similar to last year. The reason is very simple: First of all, last year, the Dunhuang project was the first PV grid-connected power generation demonstration project in China. Many manufacturers wanted to do an image project and put a performance there, so there was a phenomenon of “being outâ€. Secondly, last year, the franchise resources were too small, causing many companies to fight for the only one by price. Last year, the PV market was relatively sluggish. This year, the market is relatively hot. In the case of enterprises failing to make orders, prices will tend to reason. However, some insiders also said that this year's competition will remain fierce.
Jiangsu PV is in the forefront of the country and can be called the “photovoltaic provinceâ€. "As far as I know, Jiangsu PV companies have been very active in this tender. Several large PV companies have indicated that they will participate in the bidding," said Wei Qidong, secretary general of the Jiangsu Photovoltaic Industry Association. According to informed sources, as of now, more than 30 companies have participated in the bidding for the above 280 MW PV projects, and they are basically large enterprises.
Small business without rice, "very helpless"
Due to the threshold restrictions, it is difficult for small businesses to show their talents. Wei Qidong roughly calculated the account for the reporter: According to the minimum project of 20 MW, the investment of 12 million yuan to 15 million yuan per megawatt, the investment of a single project is as high as 300 million yuan. He predicted that many SMEs do not have such financial strength, and there will not be many SMEs participating in the bidding.
In Chen Weipeng's view, the PV market is polarized, large companies are getting stronger, and SMEs are increasingly disadvantaged. This year, the PV market recovered very fast. On the one hand, the German demand in the world's largest PV market broke out. On the one hand, thanks to the implementation of the domestic “Golden Sun Projectâ€, the domestic market is gradually getting better. He said that although the current market is relatively hot, but the main benefits are large enterprises, the current living conditions of SMEs are good, and there are also bad.
He said that at present, foreign customers generally agree with the products of domestic large manufacturers, so they have received more orders. At present, the market is in short supply, which has intensified the competition for upstream raw materials by these manufacturers, and their purchase volume has increased greatly.
In contrast to the large orders of the giants, domestic small manufacturers are obviously in a weak position in this round of competition. The signs of “crowding silicon is king†have risen. There is no upstream raw material guarantee, and some small enterprises are facing “no rice.†The challenge of the pot, so it is impossible to increase production capacity, ensure the source of goods, and pick up larger orders. This is also the reason why many SMEs want to participate in the bidding of the aforementioned 280 MW PV project.