Jingke Energy: Global demand for photovoltaic modules is expected to achieve stable growth of 20% -30% in 2024
股海静观陶
发表于 2024-1-2 16:14:14
1233
0
0
According to the investor research summary recently disclosed by China Securities Network, Jingke Energy predicts that global demand for photovoltaic modules is expected to achieve a steady growth of 20% -30% in 2024. In addition to the contributions of the three major markets of China, Europe, and the United States, emerging markets such as the Middle East and the Asia Pacific are growing rapidly. Among them, the company has high visibility and contract prices in the US market, and has signed multiple large orders for GW level N-type components in the Middle East market, which is expected to contribute a significant market share and profits.
Jingke Energy introduced that due to seasonal factors, the industry as a whole was in a destocking cycle in the fourth quarter of 2023, and inventory digestion was affected by many factors such as logistics, project progress, and distributor order management. With the further release of market demand in 2024, inventory digestion will gradually return to normal levels.
The company maintained an industry-leading level in terms of shipment volume and operating rate in the fourth quarter of 2023. Usually, the first quarter is a traditional off-season due to the influence of the Spring Festival. However, benefiting from the high market share of N-type TOPCon products and the contribution of overseas high prices and long orders, the company is confident in maintaining better capacity utilization and performance than its peers in 2024.
Jingke Energy stated that during the downward cycle of component prices, the industry's profit performance has further differentiated. Integrated enterprises with a high proportion of advanced production capacity and strong cost channel advantages are more competitive, while some old production capacity and fiercely competitive market profits will face significant challenges. The current industry has experienced a differentiation in operating rates, a slowdown in production expansion for some enterprises, and the gradual withdrawal of new entrants. The pace of iteration of new and old technologies and the clearance of outdated production capacity is expected to further accelerate. (Huangpu River)
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Will NIO Hand in Hand with Longji Green Energy Photovoltaic Exchange Station Accelerate Popularization?
- Expansion of Photovoltaic "Billion Club": Jingke Energy achieved revenue of over 118.6 billion yuan in 2023
- Jingke Energy's indirect controlling shareholder expects component shipments of 18-20 gigawatts in the first quarter
- Photovoltaic energy storage leader announces signing of 3.5GW supply agreement!
- Jingke Energy and others established an advanced photovoltaic technology company with a registered capital of 36 million yuan
- Xinhua Finance and Economics Survey: Photovoltaic Module Quotations Reached a New Low and Intellectual Property Disputes Aggravated
- Surpassing Chinese company First Solar from the United States to become the world's most valuable photovoltaic enterprise
-
【英偉達の需要が高すぎる?SKハイニックス:黄仁勲がHBM 4チップの6カ月前納入を要求!】SKハイニックスの崔泰源(チェ・テウォン)会長は月曜日、インビダーの黄仁勲(ファン・インフン)CEOが同社の次世代高帯域 ...
- 琳271
- 前天 17:54
- 支持
- 反对
- 回复
- 收藏
-
ファイザーが前立腺がんを治療する革新薬テゼナ& ;reg;(TALZENNA®,一般名:トルエンスルホン酸タラゾールパーリカプセル)は2024年10月29日に国家薬品監督管理局(NMPA)の承認を得て、HRR遺伝子突然変異 ...
- 什么大师特
- 昨天 17:41
- 支持
- 反对
- 回复
- 收藏
-
南方財経は11月5日、中央テレビのニュースによると、現地時間11月5日、米ボーイング社のストライキ労働者が59%の投票結果で新たな賃金協定を受け入れ、7週間にわたるストライキを終えた。ストライキ労働者は11月12 ...
- Dubssgshbsbdhd
- 昨天 16:27
- 支持
- 反对
- 回复
- 收藏
-
【マスクはテスラが携帯電話を作ることに応えた:作れるが作らないアップルとグーグルが悪さをしない限り】現地時間11月5日、有名ポッドキャストのジョローガン氏のインタビューに応じ、「携帯電話を作るのは私たち ...
- 波大老师
- 昨天 14:41
- 支持
- 反对
- 回复
- 收藏