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PV InfoLink 2019上半年电池片出货排名出炉

PV InfoLink电池片出货排名出炉!根据PV InfoLink数据库统计,通威稳坐2019上半年电池片出货第一的宝座,爱旭位列第二,第三名为展宇。

PV InfoLink_2019H1 Cell Shipment ranking

2019上半年PERC电池片延续了去年的热潮,在1 - 6月一路维持高额利润且全产全销。除了电池片双雄通威、爱旭的持续扩张以外,润阳、潞安、苏民、中宇也崭露头角,各有体量不小的新产能释放。

本次排名第一的通威上半年的出货量高达6GW上下,后续不论是下半年的出货量还是明年的扩产规划仍大幅领先其他厂家,市占率持续扩张。第二名爱旭也不遑多让,在天津厂量产之后总产能也将逼近10GW。而同时今年下半仍有数间GW级新进厂家加入战局,明年PERC电池片的价格竞争将更加激烈。预期明年订单巩固情况不佳、且制造成本较高的二线厂家生存环境将比目前更显困难。

电池片环节后续观察重点

近期电池片受到需求转弱、但产能仍大量释放的影响,价格不断下探,近期价格已跌破许多厂家的成本水位。且由于下半年整体PERC电池片的扩产仍在持续,明年电池片将成为整体供应链中相对过剩的环节,较低迷的电池片价格将成为常态。尤其在去年至今年上半年厂商已大大提高PERC比重、且陆续搭配上选择性发射极(SE)后,效率的快速成长期已经过去,接下来仍然回到成本及产品差异的比拼。因此如何在有限的市场中巩固更大量的订单、创造更高额的利润,乃是接下来电池片厂商的发展重点。

除了以扩产增加更新的设备、更大的规模经济降低每瓦成本以外,尺寸的变化在接下来是众所关注的议题。电池片产线在常规尺寸的电池片外,单、多晶电池片都开始需要配合组件客户做出158.75mm、161.7mm、166mm尺寸的转变。

今年大硅片组件的出货将逐步提升,而双面发电产品出货量也预期在明年因为201对双面组件的税率优惠而使得美国市场双面比重显着题高。在此过程中,预期以美国为主要市场的东南亚产线将先积极调整为双面电池片、组件产线,在美国市场出现较大的安装量后,预期其他较成熟的市场也会跟进,届时也将开始拉高实际的双面电池片出货。

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