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Photovoltaic glass is one of the most stable prices in the industrial chain, and the market space continues to grow with installed capacity.
Since 2010, the number of new photovoltaic installations has increased by 6.5 times, but due to the decline in the price of end products by 10-20% each year, the market value of modules has limited growth, the demand for photovoltaic glass has increased by 5.3 times, and the market value has increased by nearly 2 times. The ratio has increased from 3% to nearly 9%. The price has been generally stable in the past 5 years, and the cost ratio will continue to increase in the future.
The scale advantage is reflected in the fact that the current double-header market share exceeds 50%, and the double-header accounts for more than 65% of the new production capacity. It has a comprehensive lead in single-line capacity scale, supply chain stability, and price. The faucet can control large-scale kiln with a daily melting capacity of thousands of tons. The technical barrier lies in temperature control. The energy consumption and yield of large-scale kiln have been greatly improved. The cost of glass is more than 10% lower than the nearest rival. It also faces barriers to funding, environmental protection policies, and customer resources. We believe that under the current circumstances, the double-headed pattern will be further strengthened.
